Help centre
Short, plain guides. Can’t find what you need? Email us at [email protected].
Getting started
- Set up your first estimatorFrom sign-up to a published estimator in about 10 minutes.
- Add the estimator to your websiteOne line of code, the WordPress plugin, or your own estimator page.
- Your estimator page and its web addressEvery business gets its own estimator page at an address you choose, to share on Facebook, WhatsApp, Google and your van.
- Check your estimator before it goes liveTry it as a customer, without creating a real lead.
- Get help from a personChat with the RoughFigure team from your dashboard, or have us set up your estimator for you, free.
Your estimator
- Questions and pricesHow each answer changes the price, and how the range is worked out.
- Rules for tricky jobsShow or hide questions, add a note, or ask for a site visit instead of a price.
- Publishing and going back to an earlier versionEvery time you publish, the previous version is kept.
- QR codes for your van, flyers and signsMake a QR code for each place you advertise, with your colours and logo, and see which brings in scans and leads.
Leads
- Managing your leadsThe pipeline, notes, and calling customers straight from your phone.
- New lead alerts and notificationsChoose who’s emailed or texted about each new lead, and get a weekly summary.
- Export and import leadsGet your leads into a spreadsheet, or bring old enquiries in.
- Professional PDF quotesTurn an estimate into a branded, itemised quote your customer can keep.
- Service areas and branchesOnly take enquiries you can do, add travel charges, and send leads to the right branch.
- Automatic follow-upsRemind customers who've gone quiet, without chasing them yourself.
- AnalyticsHow many people use your estimator, where they give up, which jobs and areas bring in work, and what you win.
Bookings and reviews
Integrations
- Webhooks, the API and ZapierSend leads to any other tool with signed webhooks, the REST API or the RoughFigure Zapier app.
- Connect your CRMSend every new lead straight to HubSpot, Pipedrive, HighLevel, ActiveCampaign, Freshsales, monday CRM or ArboStar.
- Add leads to your newsletterAdd leads who opt in to Mailchimp, Brevo, MailerLite, Klaviyo or another mailing list, once they confirm by email.
- Connect your ads and analyticsSee which Google and Meta ads bring you leads and won jobs.