Set up your quote form and start getting requests

1How Quotelatic works#

Quotelatic is a quote request form for service businesses, hosted for you. Your customers describe the job in a few taps, add photos and send it to you. You see everything in your dashboard and reply with your price.

What you get

• 30 ready-made industries (roofing, junk removal, moving, cleaning, courier and more). Each asks the right questions for that trade. See the industry guides.
• One dashboard for requests, quick assessments, quotes, notes, statuses, a PDF of each request and a spreadsheet export, every setting of your form, your business page and your plan.
• 3 themes: Classic, Minimal and Professional. Your colours and logo work in all of them.
• Your page on quotelatic.com with your services, hours, photos and the form.
• Hosted and looked after: nothing to install or update, daily backups, spam protection, consent records and private photo storage.

2Getting started#

From sign-up to your first request in about five minutes.

1. Sign inGo to hub.quotelatic.com/account and enter the email you signed up with. We email you a sign-in link: no password needed.
2. Set up your businessThe first time, you're asked for your business name, industry, logo, banner photo, phone, WhatsApp number and location. Press Save and create my quote form.
3. You're in your dashboardYour form is ready. The Overview shows its link, your business page and your plan.
4. Make it yoursChoose your colours, theme, banner texts and questions under Themes and Settings.
5. Share itAdd the link to your Google Business Profile, ads and social media, and put the form on your website. See Share & embed.

Go-live checklist

• Business details saved, with your logo and banner (Business details)
• WhatsApp number added, and the email for requests checked (Receiving requests)
• Colours and theme chosen (Branding, Themes)
• Banner texts and FAQ read through and adjusted to your business (Page texts)
• Region and map start position set to your city (Region & photos)
• One test request sent from your phone, and received
• Form on your website, Google Business Profile and social media (Share & embed)
• Optional: your page on quotelatic.com switched on (Business page)

Your dashboard's Help & support page shows a checklist with your progress.

3Your dashboard#

Everything is in one dashboard. Sign in at hub.quotelatic.com/account with a link sent to your email; it works once and expires after 30 minutes.

4Business details#

Dashboard → Business details. Used on your quote form and your page on quotelatic.com, so both always match.

Optional extras for your page

• Badges: pick up to 8, such as "Free inspections", "24/7 emergency call-outs" or "Help with insurance claims". They're shown near the top of your page. The ones that suit your industry are listed first; More badges shows the rest. Pick only what's true for every job.
• Credentials: your licence or registration number, insurance, warranty, certifications and memberships, and languages spoken. Shown as "provided by the business".
• FAQ: write a question, then its answer. Add a question adds the next one (up to 10); the arrows change the order. Below it are questions customers often ask in your industry: tap one to add it, then write your own answer. Shown on your page and given to Google.

Colours, banner texts, questions and everything else about the form are under Themes and Settings.

5Industry#

An industry is a ready-made set of questions, texts, pictures and assessments for one trade.

• Choosing: pick your industry under Business details. Your form is made from it at once.
• Changing is only for when your business changes trade. Choose the new industry in Business details and save: the form asks the new questions straight away, and older requests keep their original questions and answers.
• Your own wording: rename, hide or add questions in the dashboard under Settings → Form fields.

Each industry has its own guide with the questions it asks, recommended settings, pricing tips and ready-to-use reply messages: open the industry guides.

6Themes#

Dashboard → Themes. Three designs for your quote page. Questions, photos and sending work the same in all of them.

7Branding#

Dashboard → Themes → Your colours. The preview changes as you pick.

8Page texts & legal#

Dashboard → Settings → Page texts. Every industry comes with good starter texts. Make them yours.

• Banner title: wrap words in curly braces to highlight them: Get a {Free Roofing Quote}.
• Header badges: three lines in the form Title | subtitle, for example Free Quote | No obligation.
• Why choose us and the help box in the side column: use real strengths you can stand behind.
• FAQ: one per line, Question | Answer. It's shown under the form.
• Consent: a required tick box (recommended) or a notice. The box starts ticked; you can switch that off. Each request stores a consent record with the time and wording.
• Terms & Privacy: link your own pages, or edit the built-in page text. You are responsible for telling your customers how you use their information.

Extra landing pages

Some industries include a second page with its own banner text for ads, for example ?lp=same-day for Courier. You can edit their texts in Page texts too.

9Form fields#

Dashboard → Settings → Form fields, grouped by the steps of your form.

• Show or hide any question, and make it required or optional.
• Change wording: the question labels and placeholders.
• Edit choices: open "Edit choices" under a pick-type question to rename choices, or remove the ones you don't offer. Keep the key at the start of each line (key = Label): the quick assessment uses it.
• Add your own questions to any step (up to 10): short answer, long answer, number, pick one, pick several, yes/no or date. Tick Highlight to show the answer in each request's quick assessment.
• Removed questions are kept in the background, so older requests still show their answers.

10Price guide (instant ballpark estimate)#

Dashboard → Settings → Price guide. Available for industries priced by size, such as roofing. Off until you switch it on.

1. Enter your pricesYour price per ft² (or m²) for each material, installed, with tear-off and clean-up. Leave a material empty if you'd rather inspect first.
2. Set the smallest job and the rangeNo estimate goes below your smallest job. The range (for example ± 15%) sets how wide the estimate is.
3. Switch it onCustomers asking for a replacement or new roof then see a range like "$10,700 – $14,500" as soon as they've given the size and material. Steep roofs, taller buildings and extra layers to remove are adjusted up for you.

The range is saved with each request as Ballpark shown, so you know what the customer saw. Repairs and inspections never show a price, and customers are told the exact price follows your inspection.

11Region & photos#

Dashboard → Settings → Region & photos. A new form starts with the settings for your country.

The timezone follows the one in your business details. The currency is under Settings → Requests.

12Share & embed#

Dashboard → Share & embed. Your links, a QR code and the code for your website.

Your links

Your form link, quotelatic.com/business/your-name/quote/, works everywhere: buttons, ads, your Google Business Profile, WhatsApp status and social media bios. It works whether or not your business page is switched on. Industries with extra landing pages list them too.

QR code

For vans, flyers, business cards and yard signs. Download it as PNG for print shops or SVG for designers. Scans are marked "QR code" on each request.

On your website

Pick how the form should appear, then press Copy code and paste it into your website, on any page including your home page. The preview shows the result as you change the options.

The page has short steps for WordPress, Wix, Squarespace, Shopify, Webflow, Google Sites and plain HTML. The basic inline code looks like this:

<div data-quotelatic></div>
<script src="https://hub.quotelatic.com/f/your-name/embed.js" async></script>

Side column: where there's room (about 1,000 pixels or wider, for example in a popup or a full-width section), the embedded form shows its side column too: the request's progress, "why choose us" and the help box. To show the form only, choose Hide it under Side column, or add data-side="off".

For a landing page, add data-lp="same-day" to the div. Always copy the code from your dashboard: it already has your own address in it.

Where requests come from

Every request shows a Lead source card: the website page the form was on, and whether the visitor came from Google, Facebook, another website, a QR code or a tagged link. Tag your own links with utm_source and utm_campaign, for example quotelatic.com/business/your-name/quote/?utm_source=facebook&utm_campaign=spring. The CSV export includes the lead source too.

Google Analytics and Meta Pixel

Settings → SEO & tracking: add your GA4 Measurement ID (G-…) and Meta Pixel ID. Each sent request counts as a lead (generate_lead in Google Analytics, Lead in Meta). When the form is embedded on your website, the event is sent through your website's own tags instead, and Google Tag Manager receives a quotelatic_lead event.

Link previews

Settings → SEO & tracking: the title, description and image shown when your form link is shared on WhatsApp, Facebook or LinkedIn. For Google, your page on quotelatic.com (and your own website) is what people find.

13SEO: showing up in Google#

Dashboard → SEO. Your business page and quote page are ready for Google from the start.

• Titles and descriptions are written for you from your business details (about 50 and 150 characters, the length Google shows). Type your own to replace them; a preview shows how they look in Google.
• Show in search engines: on by default. Switch it off to ask search engines not to show your pages; people with the link can still open them.
• Done for you: structured data (your business type, address, phone, hours, services, photos and social profiles), our sitemap, and link previews on WhatsApp and social media.

14Business page on quotelatic.com#

A page about your business at quotelatic.com/business/your-name, with your quote form at quotelatic.com/business/your-name/quote/. Handy if you don't have a website yet, and for your Google Business Profile and social media.

1. Fill in your business detailsDashboard → Business details: about text, services (one per line, Name | short description), opening hours, photos of your work and social links.
2. PreviewPress Preview page to see it before anyone else can.
3. Switch it onTurn on Show my page on quotelatic.com and save.

The quote page shows your full form, with your banner, steps, help box and "why choose us". Requests from it arrive like any other: by email, on WhatsApp and in your dashboard, marked "Your page on quotelatic.com". The page is shown while your plan is active.

15Receiving requests#

Dashboard → Settings → Requests.

• Your email address(es): where requests are emailed, with their photos. It starts as your account email; separate several addresses with commas.
• Send via WhatsApp: with your WhatsApp number in your business details, the customer's WhatsApp opens with the full request ready to send to you. It's the fastest way to get a reply.
• Also email me requests sent via WhatsApp: recommended, so every request is also in your inbox.
• Copy to the customer: they can receive their own copy with a link to their request page.

Every request is always saved in the dashboard under Quote requests, whichever way it was sent. Emails come from Quotelatic's own mail server with your business name as the sender, so there is nothing to set up.

16Handling a request#

Dashboard → Quote requests → open a request.

• Quick assessment: coloured flags show what matters at a glance, such as size, urgency, access or photos. Each industry guide explains its flags.
• Details and photos: every answer, the photos (tap to enlarge) and maps with directions for addresses.
• Contact buttons: call, WhatsApp or email the customer in one tap.
• Internal notes: only you see them.
• PDF and HTML: download the request as a PDF file with its photos, or as one HTML file that opens in any browser, even offline. Print prints the quote page.
• Activity: a timeline of everything that happened.

Statuses

New Contacted Quote sent Booked Completed Lost / declined

Set the status as the job moves along. The Overview page shows your numbers, and the requests list can be filtered by status.

17Sending your quote#

1. Enter your priceIn the "Your quote" box of the request.
2. Check the messageIt's written from your industry's message template, with the customer's name, the job and your price filled in.
3. Send on WhatsAppWhatsApp opens with the message ready. The status changes to "Quote sent".

Change the message template in Settings → Requests. Placeholders: {name} {title} {ref} {amount} {business} {phone}.

Export

Export CSV on the requests page gives a spreadsheet of all requests (or the filtered ones) for Excel or Google Sheets.

18Plan & billing#

• Plans: monthly (with a free trial), yearly or every 2 years. Every plan has every feature.
• Change plan: Dashboard → Plan & billing → Upgrade or Switch. The difference is charged or credited straight away; a free trial carries on until it ends.
• Cancel: Cancel plan stops it renewing. Everything keeps working until the end of the period you paid for, and Keep my plan undoes it any time before then.
• Start again: after a plan has ended, Start a new plan with the same email: your form, page, requests and settings come back at once.
• Card and invoices: Plan & billing → Card & invoices.
• If your plan ends: your form goes offline and your page is no longer shown. Your requests and settings are kept, you can still open your dashboard and export them, and renewing puts everything back online at once.
• Refunds: within 14 days of any payment. See the refund policy.

19Safety & backups#

• Backups: your requests, photos and settings are backed up every day. Use Export CSV any time for your own copy.
• Sign-in: one-time links sent to your email, so there's no password to forget or leak. Keep your email account secure.
• Spam protection is built in: a hidden trap field, a minimum time to fill the form and a limit of requests per visitor (Settings → Advanced).
• Privacy: photos are stored privately, request pages need a secret link, and the dashboard can't be shown inside other websites.

20Troubleshooting#

21FAQ#

22Support#

Email [email protected] with your business name, what you did and what you see (a screenshot helps). Help & support in your dashboard has the same links and answers to common questions.