Get your estimator ready.
Set your prices once. Add the estimator to your website. Homeowners plan their fence, and you receive their drawing and contact details.
1. Add your company details
Create your account, confirm your email if prompted, and choose your company name and estimator link. In Settings, check your contact email and service area.
2. Review and approve your prices
Your starting prices are examples. Open Price book and check every material, height, finish, gate and extra you offer. Set your minimum charge and estimate range, then select “Approve rates for live estimates.” Until you approve, your public estimator cannot give a live price.
3. Add the widget to your website
Open Widget and copy the embed code into a Custom HTML or Embed block on your website. You can also share your hosted estimator link. Publish that page and check it on a phone as well as a computer.
4. Check your first lead
Open the estimator from your published website. Use your own contact details, add “Setup test” to the notes, and submit a fence plan with a known price. Confirm it appears in Leads with the right drawing, choices and price. A real test saves a lead and may send emails when delivery is enabled. The demo stays in your browser and never sends messages.
If something needs a hand
I can’t sign in
Use the same email you registered with, check your confirmation email, or use “Forgot password?” on the sign-in page. Never send anyone your password or reset link.
My estimator says prices aren’t ready
Saving sample prices is separate from approving them. In Price book, fix any highlighted values and approve your reviewed rates. Then reopen your estimator.
An address or property outline is missing
Include the house number, street and city or ZIP. You can also find the property on the map and draw your fence manually. Automatic parcel outlines are only available where supported and are reference data, not a survey.
A lead email hasn’t arrived
Check Leads first: a saved lead stays there even if email fails. Check the contact email and delivery activity in Settings, then your spam folder. The demo never sends emails.
I need to manage billing or my data
For subscription changes, account access or data requests, contact your TraceQuoter onboarding contact. Homeowners should contact the fence company shown on their estimate about their project or contact details.
Account-specific help
Contact the person helping you set up TraceQuoter. Include your company name, estimator link, and the step that needs help.