# Set Up a Quote Tool

> Price a service so customers can get an instant quote for it on your quote page.

Source: https://jobwisepro.com/help/instant-quotes/set-up-a-quote-tool
Category: Instant Quotes
Updated: 2026-10-22

A quote tool prices one service so customers can get an instant quote for it on your
quote page. You build
one on the [**Instant Quotes**](/go/instant-quotes) page.

## Add a tool

Start from a template, or build a custom tool.

1. On the **Instant Quotes** page, select **Add a tool**.
   - Requires **Full** permission.
2. Select a template to create its tool at once, or select
   **Build a custom tool**.
3. For a custom tool, choose how the job is measured. **By area** is preselected.
4. For a custom tool, type a **Tool name**, or leave it blank for New quote tool.
5. For a custom tool, select **Create**.

The tool's page opens once it's created.

## Set your rates and catalog

A tool needs a price before it can go live.

1. Under **How Do You Charge?**, choose **One rate for everything** or the second option.
   - Requires **Full** permission for steps 1 to 4.
2. For one rate, type a price in the rate field. It saves when you leave the field.
3. For a **By area** tool, choose a **Rate unit**.
4. Optionally, type a **Minimum charge**. Jobs under it quote at that amount.
5. For per-item pricing, use the Add buttons to add categories and items.
   - Requires **Edit** permission.
6. Set a price on each item. Customers see only items that have a price.
   - Requires **Edit** permission.
7. For a template with starter items, select the button that begins with Add common to
   load them.
   - Requires **Full** permission.

Starter items show **Set price** until you price them.

> **Warning:** Changing the **Rate unit** converts priced rates. You confirm first
> only when a rate already has a price.

## Set dimensions, quantities, and questions

Measurements, quantities, and questions change the price.

1. For **By area and depth** or **By length and height** tools, type the default depth
   or height.
   - Requires **Full** permission for steps 1 to 7.
2. Turn on **Customer can change it**, then set the minimum and maximum customers can
   pick.
3. For a **By the item** tool, set **Largest quantity per item** in the **Quantities**
   card.
4. Select **Add question**, up to five.
5. Type the question. Give each answer a label and a multiplier from 0.1 to 10. A new
   question starts with two answers.
6. Select **Add answer** for more answers, up to eight.
7. Under **Each answer adjusts the**, choose **Job size** or **Final price**.

> **Note:** **Use roof pitch preset** adds and saves a pitch question. It appears only on
> **By area** tools until you add it.

## Go live and preview the tool

A tool shows **Live** once it has a price, is switched on, and has a
**Public URL Slug**.

1. If the tool's badge reads **Off**, turn on **Offer on quote page** on its card.
   - Requires **Full** permission.
2. Set your **Public URL Slug** in [**Settings**](/go/instant-quotes/settings).
3. Select **Preview as customer** on a priced tool that is switched on.

> **Note:** New tools start switched on.

## Delete a tool

Deleting happens on the tool's own page.

1. On the **Instant Quotes** page, select **Settings** or **Get started** on the tool's
   card.
2. Select **Delete this tool**.
   - Requires **Full** permission.
3. In the confirmation dialog, select **Delete tool**.

You return to the **Instant Quotes** page.

> **Warning:** Deleting removes the tool from your quote page and can't be undone.

## Tool types

- **By area**: customers outline each area. Rate units are **Per square foot**,
  **Per 1,000 square feet**, and **Per acre**.
- **By area and depth**: customers outline each area, and a depth in inches turns it
  into cubic yards. Rate unit is **Per cubic yard**.
- **By length**: customers draw each run. Rate unit is **Per linear foot**.
- **By length and height**: customers draw each run, and a height in feet turns it into
  square feet. Rate unit is **Per square foot**.
- **By the item**: customers pick items and enter how many, with no map. Rate unit is
  **Per item**.

## Who can do what

Your **Quoting Tools** permission sets which parts of a tool you can change. See [Roles and permissions](/help/team/roles-and-permissions)
for how roles work.

- **Edit** lets you add extras, categories, and items, and set item prices.
- **Full** includes everything **Edit** does. It also lets you create and delete tools,
  turn them on or off, rename them, change pricing, dimensions, questions, and
  quantities, and delete categories, items, and extras.