QWIKQUOTE HELP CENTER

Know your next step.

Clear instructions for your everyday work, from the first pin to the next customer.

Read it. Watch it. Do it.

50 practical guides.
12 narrated walkthroughs.
Captions and transcripts included.

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Search all guides, including their instructions and troubleshooting steps.

01Start here: your first day in QwikQuote 02Release houses pinned during setup 03When QR scans count and when they stay quiet

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50 guides

Getting started

Start here: your first day in QwikQuote

Get from your first login to a property you can follow up.

Read the steps Getting started

Find your way around the app

Know where prospecting, leads, delivery and settings live.

Read the steps Getting started

Measure now and finish setup later

Understand what is available while your account is still being set up.

Read the steps Getting started

Sign in, reset your password and sign out

Recover access without sharing a teammate’s login.

Read the steps Getting started

Add QwikQuote to your phone’s home screen

Open the app quickly from an icon on your phone.

Read the steps Company setup

Add your logo and company information

Put the right identity and contact information on customer-facing output.

Read the steps Company setup

Know when your settings have actually saved

Understand autosave, Save buttons and retry messages.

Read the steps Company setup

Set products, pitch bands and your own prices

Make estimates reflect your business’s products and rates.

Read the steps Company setup

Add a custom product or offer roof cleaning

Use product names and offerings that fit your company.

Read the steps Company setup

Customize product descriptions and photos

Explain what your quote includes in your own words.

Read the steps Properties and maps

Find a house and create a pin

Start a property record from the map.

Read the steps Properties and maps

Use Follow me, map layers and saved areas

Keep the map useful while working a neighborhood.

Read the steps Properties and maps

Look up a property before creating another pin

Check whether your company has already worked an address.

Read the steps Properties and maps

Review or correct a roof measurement

Check the inputs behind an estimate before sharing it.

Read the steps Properties and maps

Find owner details and add a verified contact

Keep public-record information separate from details a person gives you.

Read the steps Properties and maps

Find saved houses and update their outcome

Use your property list for follow-up and record keeping.

Read the steps Properties and maps

Send an address list for import

Have QwikQuote review and process a list of properties.

Read the steps Properties and maps

Use storm reports to plan prospecting

Review nearby hail and wind reports without treating them as proof of roof damage.

Read the steps Mail and quotes

Review a property before it mails

Check the address, estimate and piece status in one place.

Read the steps Mail and quotes

Understand every mail status

Tell preparation, printer handoff and mailing apart.

Read the steps Mail and quotes

Fix a held mailing and return to the house

Find the missing requirement without losing the property you were reviewing.

Read the steps Mail and quotes

Release houses pinned during setup

Choose which earlier properties should join the mail queue.

Read the steps Mail and quotes

Choose who prints and mails your pieces

Set QwikQuote printing or your company’s own printing workflow.

Read the steps Mail and quotes

Build and post your own print run

Download the selected pieces when your company handles printing and postage.

Read the steps Mail and quotes

Stop a piece before it goes to the printer

Avoid mailing a property you no longer want to contact.

Read the steps QR codes and leads

When QR scans count and when they stay quiet

Understand the printer protection window and its limits.

Read the steps QR codes and leads

Test a QR code without confusing your results

Check the page, mailing state and response record together.

Read the steps QR codes and leads

Work QR responses and website leads

Find the properties that responded and decide the next follow-up.

Read the steps QR codes and leads

Receive and follow up appointment requests

Use the details homeowners submit through QwikQuote.

Read the steps Mail and quotes

Choose a mailer template and review the result

Pick the piece your company intends to send.

Read the steps Mail and quotes

Make a mailer design your own

Start with a built-in design and edit a copy.

Read the steps Mail and quotes

Email a quote and check the sent record

Send an available estimate to the intended recipient.

Read the steps Company setup

Change the default quote email wording

Set the subject and message your team starts with.

Read the steps Credits and billing

Buy credits and confirm they reached your balance

Review the amount, payment method and purchase status.

Read the steps Credits and billing

Set an automatic credit reload

Control when your wallet buys more credits.

Read the steps Credits and billing

Manage a card or bank account

Keep the payment method for your account up to date.

Read the steps Credits and billing

Check and redeem your signup offer

Understand the promotion attached to your account before purchasing.

Read the steps Credits and billing

Explain a charge, held output or a missing credit

Reconcile your balance using the account history.

Read the steps Website widget

Install the QwikQuote website widget

Put your company’s QwikQuote form on its website.

Read the steps Website widget

Open the widget from a button, floating tab or both

Connect your existing website call-to-action to QwikQuote.

Read the steps Website widget

Choose what the website widget shows

Set its product, wording, appearance and lead recipients.

Read the steps Website widget

Test a widget lead and troubleshoot installation

Verify the full path from the website to your team.

Read the steps Integrations

Connect ProLine and choose which events to send

Route selected QwikQuote activity to your ProLine account.

Read the steps Integrations

Connect GoHighLevel to your pipeline

Send QwikQuote responses to the right sub-account and stage.

Read the steps Integrations

Check a CRM delivery without creating duplicates

Understand pending, failed and uncertain deliveries.

Read the steps Integrations

Pause or disconnect a CRM connection

Stop future delivery while preserving records already sent.

Read the steps Team and reporting

Invite teammates and choose their role

Give each person their own access and attribution.

Read the steps Team and reporting

Control team mailing and deactivate a user

Review who can mail and how their pieces are handled.

Read the steps Team and reporting

Read Leaderboard and Statistics accurately

Compare activity and outcomes using the right time window.

Read the steps Troubleshooting

Get help with the details support needs

Send a report that can be investigated quickly.

Read the steps

WATCH THE WORKFLOW

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Actual app screens. Clearly labeled demo data.