Setup guide
Build your first estimator
Paste your website address and the builder writes your questions, answers and starting prices for you. Then you check the numbers and go live.
From your dashboard, click Create New Estimator, enter your website URL, and the builder scans your site and generates a complete estimator with questions, answers, location-based pricing and images. Confirm the details it detected, then check the numbers in the Pricing Lab before you send anyone to it. Building takes about two minutes. Checking the pricing is the part that matters.
Before you start
- Your website address. It does not need to list prices, it just needs to describe what you do.
- A rough idea of your own numbers for two or three common jobs, so you can sanity check what comes out.
- Your account set up, particularly the notification email.
Step 1: let the builder create it
Click Create New Estimator
From your dashboard.
Everything starts here. Enter your website address
The builder scans your site to find your location, your service names and what your company does.
You give it one thing. It works out the rest. Confirm what it detected
You will be shown the industry, target market and services it found. Read this properly. It is much faster to correct a wrong service name here than to fix it across twenty questions afterwards.
What good looks like: the services listed are the ones you actually sell, named the way your customers say them.Let it build
It generates every question and answer, location-based starting prices, and images. You end up with a complete, branded estimator.
The prices it generates are a starting point, not your prices. They are based on your location and industry, not on what you charge. Step 3 is where you fix that, and it is the step people skip.
Step 2: know your way around the editor
Click Edit on your estimator and you will see four tabs.
| Tab | What it controls |
|---|---|
| Questions | Everything the customer sees and answers, and how the price is calculated |
| Pricing Lab | Tests every possible answer combination so you can check your pricing |
| Content Settings | What appears on the results page after they finish |
| Financing | Optional monthly payment display alongside the total |
How the pricing actually works
| Element | What it does |
|---|---|
| Base cost | Your starting price for a service. Can be $0. |
| Questions | Things that change the price, or that just gather information you need |
| Options / answers | What the customer picks |
| Min / max range | The range each option adds to the price |
| Percentage | A percentage adjustment applied to that service's total |
It builds up in order, and percentages come last:
Base cost $100. A fixed addition of $50 makes it $150. A variable range of $100 to $200 makes it $250 to $350. A 10% increase makes it $275 to $385.
Figures are rounded to the nearest significant digit, so $2,341.20 shows as $2,340.
Understanding this order is what stops percentage mistakes. A percentage typed as 2,000 instead of 20 applies to the whole service total, which is how estimators end up quoting six figures for a bathroom.
Question settings
Click the cog icon on any question:
- Multiple selection lets customers pick more than one answer.
- Multiply options lets them enter a number, like square footage, that multiplies the pricing.
- Conditional logic shows or hides questions based on earlier answers.
Learn More text
Every question and answer has a Learn More field. Fill it in and a tappable i icon appears next to that line on the results page. Leave it blank and no icon shows. Nothing to switch on.
Keep it to two sentences, and answer the question the customer is silently asking when they see the price.
On a question: Includes labor, basic underlayment, and standard removal of old flooring. The grade you choose shifts the final price.
On an answer: Premium hardwood adds roughly 20 to 30 percent over standard laminate, mostly due to material cost and finishing time.
Put your effort into the questions and answers that move the price most. That is where people hesitate, and where an explanation does the most work.
Step 3: check your pricing. Do not skip this.
Open the Pricing Lab tab. It runs every possible combination of answers and shows you budget, baseline and premium for every service in one table, then flags anything that looks wrong.
Go down the list and ask one question of each row: would I do that job for the budget figure? If the answer is no, you have found your problem in seconds rather than in front of a customer.
This is the single most skipped step in the product. When we audited one franchise brand's nineteen locations, sixteen had never changed a price from the template they launched on. Every estimate those customers saw was somebody else's numbers.
Step 4: set up the results page
The Content Settings tab controls what customers see after they finish. Sensible text is there by default, so this is optional, but a few minutes here makes the estimate feel like it came from you.
| Setting | What it is for |
|---|---|
| Start of quiz text | The first thing they read |
| Pre-submission prompt | Encourages them to enter their details |
| Email description | Sets expectations for the emailed estimate |
| Email signature | Your name and company |
| Embed video | A YouTube or Vimeo video to build trust |
| Custom links | Send them to booking, portfolio or contact pages |
| Disclaimer text | Make clear the estimate is a range and may vary |
Advanced content customisation →
Step 5: financing, if you offer it
The Financing tab shows estimated monthly payments next to your total. Takes two minutes.
Toggle Enable Financing on
Add a term
Click + Add term and enter the length in months and the APR.
Set a minimum project value, optionally
So monthly payments only show on larger estimates, where they actually help.
Add a customer disclaimer, optionally
Priceguide does not provide financing. This displays financing you already offer. There are no credit checks and no applications involved, so do not present it to customers as something we provide.
Step 6: you can undo anything
At the top of the editor, next to View Estimator and Save & Publish, there is a Version history button.
Every time you save and publish, a version is recorded with the date and time. The newest is marked (current). Click Restore next to any earlier one to go back. The current version's button is greyed out, because you are already on it.
Estimates your customers already received do not change. They keep the version they were created with, so restoring an older version will never alter a price you have already shown somebody.
Version history needs a few saves before it fills up. If you do not see it immediately, refresh.
Step 7: go live
Click Save and you get three ways to share it.
| Option | Use it when |
|---|---|
| Direct link | Anywhere you can paste a web address. Works immediately, no website changes needed. |
| Standard embed | Most websites, including WordPress, Webflow and Squarespace |
| Alternative embed | Platforms that handle iframes badly, mainly HubSpot and Wix. Paste into a rich text HTML box. |
Start with the standard embed and only switch to the alternative if it does not display properly.
You do not have to wait for your website to be updated. Start using the direct link today, and embed it when you or your web person can.
Managing your estimators
Each card on your dashboard has:
| Button | What it does |
|---|---|
| Preview | See it as a customer does |
| Edit | Open the editor |
| Share | Get the link or embed code |
| Duplicate | Copy an existing estimator. Only appears if your plan has a free slot. |
| Delete | Permanently removes it. This cannot be undone. |
If you need a second estimator that is mostly the same, duplicate rather than starting again.
Troubleshooting
| What you see | What it means |
|---|---|
| The builder detected the wrong services | Correct them at the confirmation step. Much faster than fixing it afterwards. |
| A price is wildly too high | Almost always a percentage typo, for example 2,000 instead of 20. The Pricing Lab flags these. |
| A service shows $0 | An option has no price set, or a percentage is being applied to a zero base. |
| Your change is not showing to customers | You saved without publishing. See your change did not save. |
| No Duplicate button | Your plan has no spare estimator slots. |
| You deleted something by mistake | Deleting an estimator cannot be undone. Changes within an estimator can be rolled back through version history. |
How accurate is the AI-generated pricing?
Treat it as a sensible starting point based on your location and industry, not as your pricing. Always check it in the Pricing Lab against what you would actually charge.
Can I build one from scratch instead?
You can edit everything the builder produces, so most people find it faster to let it build and then adjust than to start from an empty page.
How many questions should it have?
Enough to price the job properly and no more. Every extra question loses people. If you are unsure, run it yourself on a phone and notice where you get bored.
Can I have more than one estimator?
Yes, depending on your plan. Use Duplicate to copy an existing one into a spare slot.
What happens to estimates if I change my pricing?
Estimates already sent keep the numbers the customer saw. Changes only affect estimates from that point on.
Would rather we built it for you? There is a done-for-you service. Or email [email protected].