Your estimator
Rules for tricky jobs
Rules change the estimator based on earlier answers. Each rule has conditions (“when the tree is near power lines”) and actions. Actions can:
- show or hide a question, so customers only see what’s relevant;
- skip ahead to a later question;
- add to the price or multiply it;
- set a minimum for certain jobs;
- show a message, like “If the tree is protected, we’ll help you check with the council”;
- ask for a site visit instead of a price, for jobs you won’t price without seeing.
You still get the lead when a site visit is needed: the customer just doesn’t see a number.
Rules that change questions and prices are part of the Pro plan.