Quick start
Go from signup to a live estimator URL in about 20 minutes.
This walks you through the fastest path from creating an account to having a working estimator at your own URL. About 20 minutes if you have your logo and equipment list handy.
Before you start
Have these ready:
- A logo file (PNG or SVG, transparent background works best).
- The equipment lines you sell (brand, tier names, and your install prices).
- An idea of the URL you want — usually your business name (e.g.
yourbusiness.instantestimatehq.com).
1. Create your account
Sign up at instantestimatehq.com. Verify your email and log in.
2. Choose a plan
You'll land on the plan picker. Select Monthly or Annual and complete checkout. (If you're being billed by a partner program, your partner will handle this for you — skip ahead.)
3. Create your organization
After payment, you'll create your organization. This is your business — its name, slug, and settings. One organization per business.
4. Claim your estimator URL
In Settings → Form, set your subdomain. This is the address homeowners visit to use your estimator — for example, yourbusiness.instantestimatehq.com. Pick something short and recognizable; you can change it later if you need to.
5. Set up your branding
In Settings → General, add your business name and upload your logo. This is what homeowners see at the top of your estimator.
6. Configure your equipment and pricing
- Settings → Equipment — add the systems you sell, grouped into tiers (good / better / best is the most common setup).
- Settings → Pricing — set your install prices and any surcharges (stairs, attic, second-floor, etc.).
- Settings → Form — adjust the questions homeowners are asked, if you want to change the defaults.
Preview your work any time from the Preview button — it opens the live estimator with your settings applied.
7. Send traffic to your estimator
Your estimator is already live at your URL. The next step is getting homeowners there:
- Add a "Get an Instant Estimate" button on your website that links to your estimator URL.
- Use the URL in ads, email signatures, and your Google Business profile.
- Send it directly to homeowners who call in for pricing.
8. Test it
Visit your estimator URL and submit a real estimate using your own address. Confirm:
- The estimator displays with your branding.
- The lead appears in Estimates in your dashboard.
- You get the lead notification email.
That's it — you're live.
What's next
- Connect your CRM so leads flow into the system you already use. (Coming soon — talk to support to get this set up.)
- Invite teammates from Settings → Members.