Once you have templates built for your market, you can quickly duplicate them for new clients.

Make small edits per client to get them live fast.

Step 1: Access Your Agency Dashboard

• Log into your agency account.

• Open the Templates section to view available demo and sample estimators.

Step 2: Load or Request Templates

• Use any of the 30–40 pre-built templates we can load for you.
• Need something niche? Request a custom template for your target market.

Step 3: Create a New Estimator

• Click Create New Estimator.

• Pick an industry or type in your own.

• Select services and let our AI generate a base set of questions and answers.

Step 4: Refine and Customize

• Adjust questions, add subtitles, and include “Learn More” explanations.
• Upload images for each answer to make choices clear and visual.
• Use ranges for pricing or add multipliers/percentages when needed.

Step 5: Edit the Results Page

• Add videos, links, and custom messaging to the results page.

• Include trust-building content to help clients convert leads.

Step 6: Advanced Options

• Add global questions that apply to all services.

• Use number multipliers for square footage or similar inputs (sparingly).

• Adjust required fields to keep forms simple and high-converting.

Step 7: Embed or Share

• Grab the embed code or direct link to use on client websites.

• Preview and test before going live.