Instant Quote Tools

Instant Quote Tools

Estimate calculators and online booking on your site, with every request sent to the right person.

In detail

Who it’s for

Businesses whose customers want a number before they call: roofers, siding companies and other trades, caterers and venues pricing an event, med spas booking consultations, and bookkeepers giving a starting estimate.

In your industry

  • Home & Trade: A roofer’s site gives a ballpark from the roof size and material, then books the inspection.
  • Food & Beverage: A caterer’s site gives a ballpark from the date, headcount and menu choice.
  • Health & Wellness: A med spa’s site lets clients book a consultation online.
  • Professional Services: A bookkeeping firm’s site gives a starting estimate from the number of accounts and monthly transactions.

A roofer’s site gives a ballpark from the roof size and material, then books the inspection.

A med spa’s site lets clients book a consultation online.

A bookkeeping firm’s site gives a starting estimate from the number of accounts and monthly transactions.

A caterer’s site gives a ballpark from the date, headcount and menu choice.

Everything for Home & Trade Everything for Food & Beverage

It’s likely a fit if

  • People call just to ask for a rough price.
  • Your request form asks for so little that every request needs a call back.
  • People who want to book have to call to do it.

When it isn’t the place to start: If your prices vary so much that a ballpark would mislead people, a good request form is better than a calculator. We tell you which in the plan.

The problem

Customers want a ballpark before they call. If your site can’t give one, they fill in someone else’s form.

How we fix it

We add tools that fit your trade: an estimate calculator set to your rates and options, and online booking. When your rates or options change, we update the calculator to match. Every request lands in your inbox (or in SaifHaven OS) with the details already filled in. We can link to a financing provider you already use.

What’s included.

Let customers get a ballpark and book on your site. Scoped to your business, so the plan says which of these you need.

  • An estimate calculator set to your rates, labelled “ballpark, not a quote”
  • The calculator updated when your rates or options change
  • Online booking tied to your calendar, with each request sent to the right person
  1. Estimate calculatoryour rates, your options, a clear “ballpark, not a quote” label
  2. Updatesthe calculator changed to match when your rates or options change
  3. Online booking tied to your calendar
  4. Financing linkto the provider you already use
  5. Every request sent to the right person
What you get
The tools live on your site, tested at phone screen sizes, with the requests they bring in shown in the monthly report.
Measured on
Estimate requests and bookings from the site
Pricing
Pricing after your free audit.

Try it: two working samples.

Both run on this page, in your browser. Nothing you type is sent or saved.

Sample Roofing Co

Instant ballpark

Sample

Ballpark, not a quote: a demo with sample rates.

1,800 sq ft

The ground floor, walls to walls.

How steep is the roof?
Old layers to remove
Sample ballpark: $12,400 – $15,500

Sample rates for this demo only. Not a real quote from any business.

A live version uses your own rates and options, and sends each request to the right person.

Your numbers

What missed calls may cost you

Estimate

Four numbers from your own phone log and job records, and the weeks you work in a year. The answer is an estimate from your inputs, nothing more.

Count each caller once. Your phone’s call log has it.

Not suppliers or existing jobs.

Jobs divided by new customers, from your own records. 0 to 100.

From your invoices.

1 to 52.

Fill in all five and the estimate appears here.

Where the numbers come from, and ways to answer more calls: the missed-calls worksheet.

How it works, step by step.

Inside the same four stages as every engagement: free audit, plan, build and check, run and report. A person checks each one. How we work

  1. Pick the tool that fits

    An estimate calculator, online booking or both, depending on how your customers decide.

  2. Set it to your rates and options

    Your own price book and the options you actually offer, with a clear “ballpark, not a quote” label.

  3. Connect where requests go

    Every request lands in your inbox, or in SaifHaven OS, with the details already filled in, sent to the right person.

  4. Test it at phone sizes

    Every step is tested at phone screen sizes before it goes live.

  5. Report what it brings in

    Estimate requests and bookings from the site, in the monthly report.

What we need from you

  • Your rates and options, or the price ranges you’re comfortable showing
  • Access to your calendar or booking tool, if you want online booking
  • Your financing provider’s link, if you use one

What stays yours

  • The tools on your website
  • Every request they bring in, and the details that come with it

If you use SaifHaven OS and leave, we prepare an export of your own records for your exit kit; SaifHaven OS itself, its setup, automations and templates, stays with us.

What you own, and what happens if you leave

How it connects.

Services that work alongside Instant Quote Tools. The free audit tells you which, if any, would make a difference.

Questions, answered.

Is the online estimate a real quote?

No. It’s labelled as a ballpark, not a quote, and it uses your own rates and options. The real quote still comes from you.

Can I see one working?

Yes. The roofing page has a working sample estimate calculator, labelled as a sample and using sample rates.

Can we change the prices later?

Yes. We set the calculator up for your rates and options, and when they change, we update it to match. That’s part of the service.

Can online booking use the booking tool we already have?

Often, yes. We can put the booking tool you already use on your site, or tie booking to your calendar. We check what your tool allows before we promise it.

Do you offer financing?

No. If you already use a financing provider, we can link to it from your site. We don’t set or describe the financing terms.

How much does it cost?

Pricing after your free audit. Each engagement is scoped to your business, not sold as a package, so we price it once we’ve seen what you have and what you need. You see a written plan before any work starts. Every client is month to month after the first 90 days. The audit itself commits you to nothing.

Your next step

Not sure Instant Quote Tools is what you need?

Start with the free audit. We look at your website, how you show up on Google and whether AI assistants mention you, and tell you which service, if any, would make a difference. Real people review every report before it’s sent.