Company setup
Add a custom product or offer roof cleaning
Use product names and offerings that fit your company.
Before you start
Start with a product whose pricing structure is close to the service you offer.
Follow these steps
To offer roof cleaning, select Roof Cleaning (Soft Wash) and deselect roofing products you do not sell.
For your own product, find Add a product of your own. Enter its name, choose Start from, then select Add product.
Review the new product’s copied pitch ladder, waste, minimum and financing. Replace copied values with your own and Save pricing.
Open Product info to give the product its own wording and photo.
Review the website widget and a sample quote to confirm the product is described correctly.
Your selected product can appear on quotes, the map and the website widget.
If something looks wrong
- A removed or renamed product is still selected in the widget? Pick a valid product again in Website widget.
- Do not set a product’s price to zero to hide it. Deselect it under Products you sell.
RELATED WALKTHROUGH
Set your products and pricing
A narrated overview of this workflow using actual app screens and demo data. The written steps above cover this article’s specific task.
Synthetic voice narration. Captions are included in the video; an English caption track is also available.
Read the video transcript
Offer what you sell
Open Company settings, then Pricing. Select the products your company offers. Deselect products you do not sell instead of setting their prices to zero.
Review each pitch band
Choose the default material. Expand each offered product and review its price per square by roof pitch. One square is one hundred square feet.
Make the rates yours
Review waste, the minimum job and applicable financing. A custom product copies a starting configuration, so check those numbers before using them.
Save and check
Press Save pricing and wait for confirmation. Then inspect a sample estimate. The prices you charge homeowners are separate from your QwikQuote account charges.