QwikQuote: the one-page guide

The job, start to finish

Type the address into the search bar, then tap Pin this house. The search flies to the house and marks it; the pin is your call, so a look costs nothing. Once you pin it, the house is measured, priced and looked up in one motion: the roof, the number, the Homeowner Finder's names, phones and emails, the property's own record (built, beds, last sale, the roof on file), and three years of hail and wind at that address. Contact data comes from records and is never guaranteed correct, so what a homeowner tells you in person always wins. On the map, a tap on a roof does the same. Zoomed too far out, taps only move the map and a Zoom in to pin notice appears: a wrong tap is a real letter to a real address.
Driving a neighborhood? Tap Follow me. The map tracks the truck and turns with it, like a navigation app, so houses come to you and you pin them as you pass. Drag the map and it stops chasing; the location button picks the following back up.
Read the pitch, then the price. Pitch is the one number worth your eyes. Everything else follows from it. Wrong? Change it in the dropdown and hit Recalculate.
Square count look off? Type the right one. You are standing there and the software is not. Your number wins, and the whole quote rebuilds around it.
Deliver it, three ways. Email the PDF while you are on the porch · download and hand it over · or order the mailer, and it goes out with the week's batch on QwikQuote's printer or your company's own, whichever your Mail setup says.

On the map

Satellite / Map / Lite: Lite is the one that saves you. Plain road map, much smaller tiles, and it still draws when you are down to one bar and satellite has given up.
Time machine: For the satellite map you pin on. Trees in full leaf hide the roof and the back porch. Tap the clock and the satellite view under the pins becomes the newest one of this neighborhood taken with the leaves down, with the month it was flown on the dial. The arrows step through every other dated satellite view of the same ground; Today puts the current one back. Street view, the pin, the measurement and the price do not change. It is for seeing the roof while you drive, and for tracing what the leaves hid.
The location button: Follows the truck as you drive. Drag the map and it stops chasing you until you tap it again.
Search: The fastest way to quote. Type an address, the map flies there and marks the house, and Pin this house does the rest: measured and priced where you stand. A lead that came in over the phone is a finished estimate before the call ends. Just looking? Dismiss the card and nothing is spent.
Colours on the pins: They track the stage: pinned, quoted, mailed, responded. The legend on the map says which is which.
No roof, no pin: A tap on a yard, a street or an empty lot is refused on the spot: nothing is pinned and nothing is charged, and the box names the nearest house the map does know. The same goes for a roof the map has no street number for. A real house the map has not caught up with yet is one tap away in the same box: trace its roof and it pins and prices from your outline.
Same house, twice: QwikQuote refuses a second pin on an address or a roof somebody already did. Two letters to one mailbox reads as spam and you pay for both.
Storms: Hail and wind events land on the Storms screen on their own, and any address can be searched there for three years of history. Set the radius wider than the reported track. The damage rarely stops where the report does.

Worth knowing

Verify the homeowner: Got a name at the door, or reached the right person on a call? Save it (or tap right person) and that name goes to the top of the list and onto the mail. A piece already queued re-prints itself with the name before it ships.
Company or rep contact details: In Branding → Business details, save the company phone and email, then enable rep phone numbers or rep email addresses on PDFs and mailers if wanted. Reps save their direct or CallRail number and My printed email address in My account. Output uses the house’s assigned rep. Blank phone uses the company number; blank printed email uses the rep’s account email, then the company email. Contact and CallRail setup.
Printing your own mail: If your company prints in-house, the day's pieces wait under Queue & Batches → Print it yourself: one combined PDF in stuffing order plus the address list. Print, stuff, post, then press Printed & posted and every house flips to Mailed.
Making a design your own: Under Mailer templates every built-in design, the 6x11 postcard included, has a Make it mine button. It opens the design in the visual editor with the photo, price, address, QR code and your logo already sitting where we print them. Drag anything, pull the blue corner to make the logo bigger, add your company name, phone, website or license line from the row of buttons, and save. Choose Everyone and it goes on the press, after a question about whether the pieces already waiting should change to it or stay as they are. On an account where we stamp each piece a shop builds, the save sends it to us instead and the design already on the press keeps printing until it is approved; then Use this one on its row puts it on. It lives on your shelf either way, and Edit the design on its row reopens it. Make it mine always starts a fresh copy. A design you made this way stops following our updates, which is the point.
Your products: Settings → Pricing, top of the card. Tick what you sell and untick what you do not: shingle, metal, TPO and EPDM flat roofs, tile, and a roof cleaning (soft wash) for companies that wash roofs rather than replace them. Anything unticked leaves the map, the pin and your website widget, and you are never asked to price it. A roof cleaning company ticks the wash, unticks the roofs, and every mailer, email and web estimate quotes a cleaning and never mentions a new roof.
Your prices: Settings → Pricing. The number you set at signup is a starting point; every band, material and accessory rate is yours to change.
What the mailer says about each product: Settings → Product info. Page two of every letter explains what a proper job includes and what a cheaper estimate leaves out, and it follows the product on the quote, so a metal or flat roof letter never talks about shingles. Keep our wording for a product or write your own. The photo on each product goes on its card on your website widget; ours until you add one of your own jobs.
Automatic payments: Adding a card or bank account and authorizing automatic payments are one form, and both are needed before you can pin. On credits the authorization switches auto-reload on, so the wallet tops itself up when a print run needs it. Nothing ever goes to the printer unpaid: if a run needs more than the wallet and the reload can reach, those pieces wait, you get one email a day saying what is waiting and why, and they go out on the next run the moment the credits land.
What a homeowner sees on your website widget: They enter an address and confirm the property on a map to get a free instant estimate. In Settings → Website widget, choose whether name, email and phone are required before showing prices. When that checkbox is off, the address-only request appears in Hot leads and submitted contact details update it afterward. Visitor history shows device and approximate network details when available; the requested address does not verify ownership. After they ask for a price: their roof by the numbers (square feet and pitch), the aerial of their house, one card per product you sell with a photo, a range, a monthly figure and a Book a free inspection button, then a card about your company with Call, Email and Website buttons and your Google rating. Tapping a product's button books the inspection and puts Wants: that product on the lead in Hot leads, in the email to you, and in ProLine. Settings → Website widget sets the switch for the numbers, your about paragraph, and your Google rating, review count and reviews link.
ProLine: Settings → Integrations. Paste your ProLine company key, press Test connection, and choose what lands there: hot leads (a homeowner scanned the mailer, called, or booked), website estimates, or every pin. Each house is created once in ProLine, tagged QwikQuote, with the address, the homeowner's details, the roof size, the estimate and a link to the estimate page; anything that happens later is added to that record.
Your crew: Team → invite. Each rep gets their own login, an email saying it exists, and a spot on the leaderboard.
Your password: Tap your name at the top of the menu to change it. Locked out? The Forgot password link on the sign-in screen emails you a reset link that works once and expires in an hour.
Sharing a screen: The address bar follows you: copy the link on any screen and text it to whoever needs to see it. They sign in and land exactly there.

Put it on your home screen It runs as a real app once you do: full screen, no address bar, and you stay signed in.
iPhone: open qwik-quote.com in Safari, tap the Share button (the square with the arrow out of the top), scroll down, tap Add to Home Screen, then Add. It has to be Safari; Chrome on an iPhone cannot do it.
Android: open it in Chrome, tap the three-dot menu, tap Install app (or Add to Home screen) and confirm.
Inside the app it is under Menu → Add to home screen any time.

Before your first batch mails Connect a bank account under Billing and sign the debit authorization. Everything else works without it. You can pin, measure, price, email and hand over a PDF, but nothing goes to the printer until that is done.

When something looks wrong

The map is grey squares: Signal. Tap Lite. Streets you have already worked stay on screen even with no service at all, because they are held on the phone.
The dot says you are across the parking lot: The phone is unsure and says so. Give it a few seconds outdoors; the app will not move the map for a fix it does not trust.
The measurement is clearly not that roof: Type the square count you know is right. If the highlight is on the wrong building entirely, trace it by hand from the pin panel.
A price you would never quote: Check the pitch first, then Settings → Pricing. Nine times in ten it is a rate card that still has our starting numbers in it.