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Choose Create free account, enter your email and password, then confirm your email using the link we send. Sign in to create your business.

Check spam and promotions, verify the address you used, and allow a few minutes. Try signing in to see the confirmation instructions. If you still cannot confirm, use this support form. Never send us your password or confirmation link.

On the sign-in page select Forgot password? Enter your account email, open the recovery email, and set a new password. The link opens www.getsmartquoteform.site. Then sign in with the new password.

Self-service account email changes are not available yet. Contact support from your existing account. We will explain the identity verification needed; never send passwords or authentication codes. Changing a business notification email does not change your login.

Sign in, set up your business, then open Quote forms and select Create quote form. Choose a template or start with a custom form, review the questions and prices, preview, and publish.

Choose the template closest to your work. Roofing covers replacement estimates and inspection requests, Cleaning covers one-time residential cleaning, and Moving covers local residential moves with custom quotes for long distance.

Yes. Choose the custom template to add your own questions and deterministic pricing rules. Preview different answer combinations before publishing.

Open Quote forms, edit a form, and open Pricing (or Pricing rules for custom forms). Save the draft and publish again to update the public form. Saved leads keep their original estimates.

Smart Quote calculates a range from the prices and rules you set. The first three templates provide structured rate controls; custom forms offer rule-based pricing. Preview several cases after edits. Urgency does not automatically change template prices.

In the form editor, save your changes, select Publish and confirm that you reviewed your pricing. Use Unpublish to make the public link unavailable. The free plan allows three active forms.

Open Quote forms and use Copy link or the public form action. Share the hosted link with customers after publishing.

Template pricing is example pricing only. Each business is responsible for reviewing and setting its own rates before publishing. Smart Quote does not validate your local market prices.

You can edit the pricing parameters shown in the Pricing tab, including ranges and applicable adjustments. Core template question types and option IDs are fixed to protect calculations. Choose a custom form for a different structure.

A range communicates uncertainty before inspection or a detailed conversation. The business confirms the final price. Repairs, undecided roofing materials and long-distance moves may require a custom quote instead of a number.

Sign in and open Leads. A lead appears after a customer submits contact details and consent, not merely after viewing an estimate.

Contact details, submitted answers, estimate, original pricing snapshot, timestamps and status are saved. Pilot templates also show HOT, WARM or EARLY intent based on the customer’s timeline.

Yes. Open a lead and select New, Contacted, Won or Lost. You can also keep owner notes.

The dashboard is the source of truth for saved leads. Check your business notification email in Settings and your spam folder. Delivery also requires the service’s email configuration. Contact support if notifications are missing.

Yes. Add a Get a quote button on your website and link to your published Smart Quote URL. No website migration is needed.

A hosted public quote link is the supported integration for this release. A dedicated embed widget is not available yet. Contact support about your website requirements.

Yes. Quote forms and the dashboard are designed for smaller screens. Use the mobile preview in the editor and test your own questions and wording before sharing.

The current Free plan includes one business, three active quote forms and a soft limit of 50 estimates per month. Paid billing is not active. Email support typically responds within 1–2 business days.

Pro is planned, with no announced launch date. Priority support is a future Pro feature and is not active today.