Company info
Displayed on the client-facing widget
Shown in the widget footer
Clients email quotes to this address
Shown in widget footer
Main headline on the widget
Client is redirected here after clicking "Get My Free Estimate". Leave blank to stay on the quote page.
Trust bar items (shown under header)
No logo uploaded
PNG or JPG recommended. Will replace the logo on your widget.
Labor rates
Hourly rate charged per service type
$
$
$
Flat diagnostic + service rate
$
$
Per visit / per month
%
Added when client picks "ASAP"
Install hours per system
Estimated labor hours for new installs and replacements
hrs
hrs
hrs
hrs
hrs
hrs
Combined install — 15% labor savings auto-applied
Equipment pricing
Base equipment costs and your markup percentage
%
Applied to all equipment costs
Base equipment costs (before markup)
$
$
$
$
$
Financing rates & terms
Rates shown to clients when they choose financing
%
Flexible financing option
Seasonal promotion
Show a discount banner on the widget when active
Promotion active
Shows a promo banner on the widget and applies the discount
$
Fixed dollar amount off the total
Flat rate pricing
Set your own prices per tonnage — overrides the calculated pricing when active
Use flat rate pricing
When ON — clients see your exact prices below. When OFF — prices are auto-calculated from your labor rates and markup.
When flat rate is active, clients will be asked to select their home size in tons instead of square footage. The widget will look up your exact price for that tonnage.
Central AC only
$
$
$
$
Gas furnace only
$
$
$
$
Heat pump
$
$
$
$
Complete system (AC + Furnace)
$
$
$
$
Mini-split / ductless
$
$
$
$
$
$
Replacement add-on
$
Extra charge for removing old system on replacement jobs
$
Added when client selects "As soon as possible"
Quote display settings
Choose exactly what clients see after they get their estimate
Equipment cost
Shows the equipment/parts cost line
Labor cost
Shows the labor cost line
Hourly rate
Shows "8 hrs @ $95/hr" in the labor line
Tax
Adds a tax line to the quote
%
Michigan state rate is 6%
▾
Priority / urgency surcharge
Shows the ASAP surcharge line when applicable
Old system removal fee
Shows removal line on replacement jobs
Promo discount line
Shows the discount amount when a promo is active
Financing breakdown
Shows monthly payment options after the quote
Expert tip
Shows your custom tip message after the quote
Appointment booking slots
Lets clients pick a time slot directly on the widget
Email my quote button
Lets clients email themselves the quote summary
Show price as a range
Displays estimate as e.g. $3,800 - $4,400 instead of exact total
%
e.g. 10% shows $3,800 - $4,200
Custom quote tips
Message shown to clients after they receive their estimate — one per system type
Admin password
Change your login password
Leave blank to keep current password