The platform, in detail
Every tool you need to quote, close, and grow.
InstaQuote Pro is purpose-built for contractor businesses. One workspace replaces the patchwork of forms, spreadsheets, and follow-up apps you're using today.
Estimator & Quote Engine
Turn website visitors into qualified leads with instant, accurate pricing.
Trade-specific templates
10 pre-built templates for roofing, siding, paving, fencing, cleaning, and more. Launch in minutes.
Conditional question logic
Show or hide questions based on prior answers. Homeowners only see what's relevant to their project.
Satellite measurement
Homeowners draw the area directly on a satellite map. Auto-calculates sq ft — no site visit needed.
Mobile-first design
Fully responsive. More than 70% of homeowners complete the quote on their phone.
Photo uploads & upsells
Homeowners can upload project photos. Optional add-on upsells are shown on the result screen.
Multiple estimators
Run separate estimators per trade or campaign. Each gets its own pricing, questions, and embed code.
CRM & Pipeline
Track every lead from first contact to closed job. Nothing falls through.
7-stage pipeline
New → Contacted → Follow-Up → Appt Set → Proposal Sent → Won / Lost. Move deals forward in one click.
Smart reminders
Set follow-up reminders on any lead with due dates. Complete or dismiss directly from the dashboard.
Win-rate analytics
Close rate, average deal value, time-to-close, revenue, and funnel conversion in one dashboard.
AI follow-up drafts
Generate a personalized follow-up email for any lead with one click, powered by Claude.
Proposals & Signing
Send branded proposals, capture e-signatures, and book deals — all in your workflow.
Branded proposal builder
Editable line items, scope, and total. Your logo and colors on every page.
E-signature on the page
Homeowners review and sign in the browser. The signed copy stays on the lead record.
Auto status updates
Signed proposals automatically move leads to Won and update revenue in your dashboard.
Send by email or text link
Share a secure link the homeowner can open from any device.
Automation
Follow up automatically so you never lose a lead to slow response.
Rule builder
Create custom automation rules — trigger, condition, action — for any lead event.
Auto email sequences
Multi-step email sequences triggered on new leads, proposals, or stale follow-ups.
Auto-close stale leads
Leads inactive for 30 days are automatically closed as lost, keeping your pipeline clean.
Review-request generation
Trigger a polished review request after a job is marked Won. Increases your Google rating organically.
Analytics & Reporting
See exactly what's working, what's not, and where to focus.
Analytics dashboard
7 / 30 / 90-day filtering, funnel conversion, pipeline breakdown, lead source, and trade conversion rates.
Advanced reports
Period-over-period comparison, custom ranges, CSV export, and print/PDF support.
Speed-to-lead metrics
Track response times by rep, SLA compliance, and overall lead velocity.
Weekly performance digest
Automated weekly digest — leads, revenue, win rate, and funnel stats.
Website Builder
A professional contractor website with your estimator built in.
6 designs per trade
Modern, local-trust, bold lead machine, luxury, portfolio, and quick-quote layouts — pick one and launch.
Project gallery
Upload up to 20 project photos with a built-in lightbox. Showcase your best work before the homeowner asks.
Custom domain & SSL
Bring your own domain or buy one through us — SSL, CDN, and DNS configured automatically.
AI-powered content
AI generates your tagline, hero copy, service descriptions, and color palette based on your trade.
Onboarding Options
Three ways to get started — from self-serve to fully done for you.
DIY self-serve
Build your estimator yourself using our 3-step wizard. No coding required. Most contractors are live in under an hour.
Integration install
Keep your existing website. Our team embeds the estimator on it, matched to your brand and style.
Done-for-you build
Submit your business info and we build the website, configure the estimator, and launch it for you.
Integrations
Plug into the tools you already use.
Signed webhooks
HMAC-signed webhooks fire on new leads, status changes, won, and lost. Delivery logs included.
Works with everything
Zapier, GoHighLevel, HubSpot, Salesforce, Make, Google Sheets — anywhere webhooks land.
Test & verify
Send a test ping to any webhook with one click. Logs every status code and error.
Drop-in iframe embed
A single iframe works on WordPress, Wix, Squarespace, Webflow, or plain HTML.
See the platform in action.
Set up takes about ten minutes. Try every feature with a 30-day money-back guarantee.