How to use SiteQuote

Get started in 10 minutes

Do these five things on day one and your page is ready to bring in leads.

Want it on one sheet of paper? Print the Quick start.

On a phone, you can add SiteQuote to your home screen and it opens like an app. Nothing to install.

Your dashboard

The first screen you see after logging in. It shows how your page is doing this month and who needs a call.

• Copy estimate page link copies your page address so you can paste it into a text or post.
• The four boxes show leads this month (and your plan's limit), new leads you haven't contacted, homeowners who signed up on your page, and your plan.
• Needs follow-up lists new leads you haven't called and contacted leads with no decision yet, oldest first. Work it top to bottom.
• Recent leads shows the latest requests with the price range each homeowner saw.

Your business details

Settings → Business & Branding. This is how homeowners see you on your page and in emails.

1. Add your logo. Click the logo box and pick a PNG, JPG or SVG file. It saves as soon as you pick it.
2. Fill in your name, phone, email and website.
3. Add your address. Your ZIP code also sets your local market prices.
4. Add your license number. Pennsylvania contractors: your Home Improvement Contractor registration number (PA…) must appear on estimates.
5. Click Save Settings at the bottom.

On Pro and Business, your logo also shows on your estimate page.

Your estimate page & QR code

Settings → Estimate Page & QR Code. Your page is where homeowners get an instant price and ask you for a quote.

Pick your link name

1. Type a short name: lowercase letters, numbers and dashes, like smith-painting.
2. Click Save link name. Your page address appears below it, for example app.sitequote.net/?b=smith-painting.
3. Click Open to see your page, or Copy link to share it.

Print your QR code

Scanning the code with a phone camera opens your page. Put it on your truck, yard signs, business cards and flyers.

• Download PNG (print) for flyers, cards and anything you print yourself.
• Download SVG (sign shops) for truck wraps and signs. Sign shops can scale it to any size without blur.
• Leave the box ticked to add "Scan for an instant estimate" and your business name under the code.

Put it on your website Pro & Business

1. Choose the button text, style, size and color. Click a style to use it.
2. Copy the code under Your button.
3. In your website builder, add an "HTML" or "embed code" block where you want the button, and paste the code.

There's also an option to put the whole estimator right on your website page instead of a button.

What homeowners see

Open your own link on your phone and try it, so you know what your customers go through.

1. Your link opens straight into a short pop-up. No sign-up and no password.
2. They tap through plain questions, one at a time: the job, size, look or paint quality, condition, cracks and extras. A running price shows as they go.
3. The last question is their ZIP code, then their free ballpark appears (with a little celebration). They can also tap See it on my own space to try finishes on a photo in the AI Visualizer.
4. When they're ready, they tap Lock in my site visit & exact price: name, phone, email and address, up to 3 times that suit them for a visit, and optional photos. That becomes your lead.
5. The last screen tells them what happens next: you text to confirm the visit, the visit takes about 30 to 45 minutes, and they get their exact written price at the visit. It also offers Refer & Earn if you run a referral program.

Homeowners only ever see a price range, never your rates. The visit times they pick are requests; you text or call to confirm. Prefer the old one-page form? Add &classic=1 to your link.

Working your leads

The Leads page lists every homeowner who asked for an exact quote. Each lead goes to you alone; it's never shared with other contractors.

What each column means

Keep the status up to date

• New: just came in. Call as soon as you can, while they're still thinking about the project.
• Contacted: you've reached them and a decision is pending.
• Won or Lost: the outcome. This keeps your dashboard's follow-up list clean.

You get an email alert for every new lead on every plan. On Pro and Business you also get a morning to-do email listing anyone you haven't called yet. Click Export CSV to download your leads to a spreadsheet.

Lead limits and locked leads

Each new request counts as one lead toward your monthly limit (15 on Starter, 50 on Pro, unlimited on Business). The bar at the top shows where you are.

Nothing is lost if you go over. New requests still come in, but the homeowner's name and phone stay hidden until you upgrade or click Add 10 leads for $5. Extra leads you buy stay on your account until you use them; unused monthly leads don't carry over.

Signups

Homeowners who created an account on your page, newest first, including the ones who haven't asked for a quote yet. Homeowners don't need an account to get a price any more, so most people go straight to your Leads; accounts mostly come from customers who want their own Refer & Earn link.

These are warm prospects: they were curious enough to price their job. A short, friendly call or text ("Saw you priced a garage floor, any questions?") often turns them into a lead.

AI Visualizer leads work the same way. People who unlock more looks in the Visualizer land in Leads marked Design: used the Visualizer (no price asked yet) with the look they picked. A quick "Want to see what that look costs?" text works well.

Coming soon & suggestions

See which trades SiteQuote is adding next, ask to hear when one launches, and tell us what would help your business.

1. Tap Notify me on any trade you'd offer. The button changes to "You're on the list" and we'll tell you when it launches.
2. Don't see your trade, or want a feature? Type it in Make a suggestion and tap Send suggestion.

Let it sell for you Business

Starter and Pro give you leads and quotes. Business follows up, reports back and turns more of them into jobs.

Automatic follow-up emails

Homeowners who saw a price but didn't book a visit get a friendly email about 1, 3 and 7 days later, between 9 AM and 6 PM. It stops as soon as they book, reply or unsubscribe, or when you mark the lead Contacted, Won or Lost.

1. Open Settings and find the Automatic follow-ups card.
2. Tick Email homeowners who saw a price but didn't book a visit.
3. Read the 3 emails and change the wording if you want. Names, your business, the job and the price range fill in for each homeowner.

Only leads that come in after you turn it on get follow-ups.

Monday business report

Tick Email me a weekly summary every Monday morning on the same card. Business gets the full report: prices shown, new leads, visits booked, won and lost, and where your leads came from. Starter and Pro get a short version.

Also on Business

• The Cost + Margin view, automatic supplier pricing and custom ZIP-code price areas on quotes.
• Refer & Earn for your customers (how).
• The AI Visualizer on your own website, next to your estimate page button.
• Unlimited leads and 2 logins.

Coming soon on Business

• Social media hub: posts written for your business, your town and your trade every week, ready to post.

Plan & billing

Settings → Plan & Billing: your plan, this month's leads, and switching plans.

• Annual billing gives you 2 months free.
• Manage card, invoices & cancellation opens your secure billing page, where you update your card, download invoices or cancel. No phone call needed.
• Switching plans takes effect right away. If you cancel, you keep your page and leads until the end of the period you've paid for.

Team logins

Settings → Team: give your office or crew their own login.

• Team members can see and work your leads and signups.
• Only you, the owner, can change prices, settings, billing and the team.
• Need more people? Click Add a login for $5 a month each, then send an invite by email link.

Your own prices Every plan

Your page starts with SiteQuote's researched market prices, adjusted for each job's ZIP code, so there's nothing to set up. On any plan you can change every price yourself.

1. Open Settings → Painting, Epoxy & Coatings or Terrazzo.
2. Change the Price column. The Market column shows the researched installed range, so you can see where your price sits.
3. Click Save Settings. New homeowner estimates use your prices right away.

Referral program Business

Reward customers who send you new jobs, and track every referral from first contact to payout.

1. Click Program settings and set your reward percent and the most you'll pay for a residential and a commercial job.
2. Add a link to your referral program terms on your own website. The program only turns on once that link is set. Have the terms reviewed before you publish them.
3. Track each referral's status as it moves to a contract and a completed job.

Rewards are approved and paid by you. SiteQuote never pays anything automatically.

Founding Crew

The first 25 contractors get SiteQuote Business free for life, in exchange for testing it on real jobs. Contractors 26 to 100 are Founding Members with 50% off for life.

If you're in the Founding Crew, open the Founding Crew checklist in the app. It has 16 short steps to finish within your first 30 days, each with a Show me button that opens the right screen and a Something's wrong button for anything that breaks. Answer the 2-minute check-in each Friday for your first 4 weeks.

Don't finish the checklist in 30 days? You keep 50% off for life as a Founding Member. See everything the Crew gets.

Questions & help

My QR code doesn't open my page

Did you change your link name after printing? Then download and print a new code. Otherwise, make sure the code is printed large enough (at least 1 inch square) and not on a glossy, reflective surface.

I'm not getting lead emails

Check your spam or promotions folder and mark the email "not spam". Make sure the email in Business & Branding is correct. Your leads are always on the Leads page, even if an email goes astray.

I can't see a lead's name or phone

You've reached your plan's monthly limit. Upgrade or add 10 leads for $5 on the Leads page and the details appear.

Can I write and send quotes in SiteQuote?

Yes. Use New Quote in the sidebar: quoting, branded PDF quotes and Quote History are on every plan. Pro adds online approval links, emailing quotes with your warranty and Good / Better / Best options; Business adds the Cost + Margin view and ZIP-code price adjustments.