Web Design

Your content goes here. Edit or remove this text inline.

Logo Design

Your content goes here. Edit or remove this text inline.

Web Development

Your content goes here. Edit or remove this text inline.

White Labeling

Your content goes here. Edit or remove this text inline.

VIEW ALL SERVICES 

How To Setup Your Account

A Step-by-Step Guide To Creating Your Account with PriceGuide.ai

Follow these simple steps, and you’ll be up and running in no time. Remember, if you get stuck or have questions, we’re here to help!

1. Start Your Adventure

First things first, let’s kick things off with a free 14-day trial

2. Start the Sign up Process

Next, we’ll need a tiny bit of info to get things moving:

  • Email Address: This is where we’ll send important updates, tips, and billing info. Make sure it’s one you check often!
  • Got a Discount Code?: If you’ve got a special code (maybe from Marcus himself?), this is the place to use it.

 

3. Set Up Your Account Settings

Now, you’re on the Account Settings page. It’s time to fill out a short form about your awesome business. Here’s what you’ll need to add:

1. Your Email: Already covered! This is the email we’ll use to keep in touch with you.

Note: If you need to change this later, just reach out to our friendly support team. They’re always ready to lend a hand!

2. Notification Email Address: Where do you want to receive alerts when someone completes your estimator? It can be your email, a team member’s, or even a shared inbox. If left blank we’ll use the account email above.

3. Your Name: You’ve got this one down.

4. Company Name: This is how your company will be introduced to users.

5. Phone Number: The number potential clients will see and can use to reach out after checking out your estimator.

6. Contact Form Link: Help people get in touch by linking to your contact form. Just copy the URL from your website’s contact page and paste it here.

7. Privacy Policy: Do you already have a privacy policy on your site? Great! Copy the URL and paste it here. If not, no worries—we’ve got a default PriceGuide.ai policy to cover you.

8. Currency: Choose your currency, or leave as default ($USD).

9. HubSpot (optional): If you have HubSpot CRM, add in your HubSpot tracking ID here to automatically track new leads. We have a HubSpot integration tutorial worth checking out here (opens in a new tab).

10. Primary Brand Colour: Choose a color that represents your brand. Use our color picker to find the perfect match.

On This Page:

  1. Starting With a Free Trial
  2. Sign Up
  3. Add Your Details to the Account Settings

 

Have More Questions?

We’d love to hear from you.