Help centre

Getting started

Create your workspace — Sign up, pick a trial plan and the onboarding wizard walks you through business details, service area, prices, branding and install in about five minutes.

Set your pricing rules — Dashboard → Pricing. Set your per-window rate, minimum job price, call-out fee, access and condition multipliers, recurring discounts and VAT. Every quote the widget shows comes from these numbers.

Define what counts as a window — If you charge per pane, per frame or per opening, set that in Pricing → Window definition so the AI counts the same way you quote.

Installing the widget

WordPress — Paste the snippet from Dashboard → Widget into a Custom HTML block, or add it before </body> in your theme's footer.

Wix / Squarespace / GoDaddy — Add an Embed / Code block on the page where you want the quote form and paste the snippet.

Webflow / Framer — Drop an Embed element on the page and paste the snippet, or add it to site-wide custom code for the floating button.

Shopify — Settings → Custom code, or paste into a Custom Liquid section.

No website? — Use your hosted quote page link instead — it is branded with your logo and colours and works in a bio link, Google Business profile or WhatsApp message.

Leads and quoting

Where do leads go? — Straight into Dashboard → Leads with the address, window breakdown, confidence, photos, chosen services and the exact price the visitor saw. You also get an email.

Awkward or low-confidence jobs — Anything the AI is unsure about is flagged for manual review instead of auto-quoting. The visitor is told you'll confirm the price, and can upload photos.

Turning a lead into a job — Move the lead to Won and it appears in the Ready to schedule queue on the Schedule page — pick a date and it becomes a job.

Billing and plans

Trial — 7 days free, no card. Start a plan any time during the trial and the trial ends immediately.

Changing plan — Dashboard → Billing. Upgrades apply straight away; downgrades apply from the next period.

Cancelling — Dashboard → Account → Cancel subscription. You keep access until the end of the paid period.