In this article:
How to set up your Instant Estimator
1) Creating a new Estimator
Navigate to Instant Estimator in your Roofr Dashboard and click New Instant Estimator
Name the estimator (Select a name that describes how this estimator will be used ie: website homepage)
Click Create
2) Managing your estimator link
Edit link: customize the end of your estimator link
When updating/changing your link, the old link will no longer work
QR code: download a SVG or PNG file of a QR that will link to your estimator
Embed code: copy and paste this code into your website where you want the estimator to appear
3) Managing Estimator questions
💡 Customize the questions on your Instant Estimator. Remember, more questions can reduce conversion rates. Include only what's essential for qualifying leads.
Click Manage questions
The following questions are locked and cannot be removed from your estimator:
Address
Slope selection
Desired material
Contact form. Contact information will be pulled from your Roofr User Profile section.
Click the question listing to preview the appearance of the question in the preview window on the left (1)
Click and drag questions to reorder (2)
Select the blue + to add more specialized questions to this estimator.(3)
Click Save when complete
4) Managing material options
💡List your materials with full pricing—including tear-off, waste, and markup costs. Customers choose materials and get estimates based on your rates.
Click +Add
Select a material for your Estimator and click Continue to customize
Add each material individually - you can offer multiple options to customers
Choose from:
Flat roof materials (no slope) - Modified Bitumen, TPO, EPDM
Sloped roof materials - Cedar, Tile, Metal, Asphalt
Custom material - Add any unlisted materials
Set your pricing, photos, and description for each material
Click Save
💡 You can create multiple options for each material to offer "Good, Better, Best" pricing tiers.
5) Managing pricing settings
Select if you would like to specify your pricing by square foot or square
This can be changed at anytime and pricing will be updated accordingly
Select if you would like to show your prices as a range instead of a single price and set the percentage range
Select if you would like to show financing and set the terms that will be shown on your Estimator
Add a financing link (optional).
6) Set default assignee
The default assignee will be assigned to every new lead that is created from this estimator
7) Add point of contact
Contact information will be pulled from this person’s Roofr profile page
8) Add scheduling link (optional)
Include a link to your Calendly, google calendar etc
9) Additional content (optional)
Choose to show your CompanyCam project showcase and/or social media links on your estimator
10) Publish
Toggle ON ‘Mark as Published’ to go live
When toggle is off (draft state) you can preview the Estimator without creating a new lead
Unpublishing your Instant Estimator takes it offline — customers who visit the link will see a renovation screen.
💡 Need help creating marketing materials?
Check out the Marketing tab in your Instant Estimator for Roofr created Canva Templates that you can start using in minutes!
Want to get your business in front of more eyes? 👀
What's Next?