Make your instant quotes as accurate as possible with settings like suggested slope, steep slope charge, suggested waste, and price ranges.
Requirements:
Roof Quote PRO™ active subscription
Admin user access
Overview:
Set up your instant quote settings to improve accuracy and enhance the customer experience.
Set Default Slope For Each Market
Use Suggested Slopes
Set A Steep Slope Charge
Add Default Waste And Use AI-Suggested Waste
Show Price Ranges
Customize Instant Quote Settings For Each Product
Instructions:
Go to the Settings > Quotes tab in your portal and choose the Feature Instant Quote Settings
Set Default Slope Per Market
Select a default slope for each market or make it the same for all markets
The default slope will be shown to Homeowners going through the instant quote process if suggested slopes is disabled or when the data is not available
Suggested Slopes (On By Default)
Suggested slope data is enabled by default to assist the homeowner with the process
Homeowners will see a suggested slope for each structure on their property if the data is available
To learn more about Suggested Slopes, read:
Use Suggested Slopes Data
Add A Steep Slope Charge
Labor typically cost more for steep slope roofs
Add a steep slope charge (Per SQ or Fixed Price) to include that extra cost to your quote for any roof that is selected as steep
Add Waste Factor And Use AI-Suggested Waste
Incorporate waste in your instant quote pricing using a default waste factor
This allows your reps to adjust the waste when finalizing a quote in rep quotes
Use AI-Suggested Waste
Turn on AI-Suggested Waste to use dynamic waste for even more accurate instant quotes
To learn more about waste factor settings and suggested waste, read:
Use Default And AI-Suggested Waste
Show Price Ranges
Not comfortable showing an exact price? Turn on Price Ranges!
Choose a percent variance
Set the range type
-
Total Price + Range %The total price will be set as the minimum amount and the max will be your range % above total
e.g. range % = 10%, total price is $10,000. Price Range - from $10,000 to $11,000 -
Total Price +/- Range % (default)Your range % will be set below total price for minimum and above total for max
e.g. range % = 10%, total price is $10,000. Price Range - from $9,000 to $11,000 -
Total Price - Range %The total price will be set as the max amount and the minimum will be your range % below total
e.g. range % = 10%, total price is $10,000. Price Range - from $9,000 to $10,000
Customize Instant Quote Settings For Each Product
All instant quote settings can be overwritten at the product level, meaning you can set all of the settings covered above differently for each of your selected products
Custom Products from My Catalog by default will not use your account's instant quote settings - you must turn them on directly in product customization
Whether customizing for products in the ROOFLE Catalog or for your custom products in My Catalog, the process is the same
Go to Products, click Customize on the product you'd like to adjust instant quote settings for
On the right hand side, find the toggle to 'Use Instant Quote Settings'
If turned on, that product will use the account-wide instant quote settings
If turned off, you can customize the following instant quote settings for that product only
- Steep Slope Charge
- Include Waste and set Default Waste Factor
- Price Ranges
Don't forget to Save Changes
Conclusion
Improve the accuracy of your instant quotes by using all of the available settings, including using Suggested Slope data, adding Steep Slope Charge, adding Waste and using AI-Suggested Waste, and showing Price Ranges. Customize instant quote settings account-wide and for individual products for total control over your instant quote pricing.