Full feature list

Everything you need to close more jobs

From instant online quotes to automated follow-up to CRM and integrations — InstaQuote Pro is the complete lead-to-close platform for contractors.

Estimator & Quote Engine

Give homeowners instant, accurate estimates — no phone tag required.

Trade-Specific Templates

10 pre-built templates for roofing, siding, paving, fencing, cleaning, and more. Launch in minutes, not days.

Conditional Question Logic

Show or hide questions based on prior answers. Homeowners only see what's relevant to their project.

Satellite Map Measurement

Homeowners draw the area directly on a satellite map. Auto-calculates sqft — no guessing, no site visit required.

Mobile-First Design

Fully responsive. Over 70% of homeowners will complete the quote on their phone.

Photo Uploads & Upsells

Homeowners can upload project photos. Optional add-on upsells are shown on the result screen and saved with the lead.

Multiple Estimators

Run separate estimators per trade or campaign. Each gets its own pricing, questions, and embed code.

CRM & Pipeline

Stop losing leads. Manage every opportunity in one place.

7-Stage Pipeline

New → Contacted → Follow-Up → Appt Set → Proposal Sent → Won / Lost. Move deals forward in one click.

Smart Reminders

Set follow-up reminders on any lead with due dates. Get SMS alerts when reminders fire. Complete or dismiss in one click.

Win Rate Analytics

See your close rate, avg deal value, time-to-close, revenue, lead sources, and funnel conversion — all in one dashboard.

AI Follow-Up Messages

Generate a personalized follow-up SMS for any lead with one click, powered by Claude.

Automation & Drip

Let the software do the follow-up work for you.

SMS Drip Campaigns

Multi-step SMS sequences triggered on new leads, proposals, or follow-ups. Track completion rates and enrollment counts.

Rule Builder

Create custom automation rules: trigger → condition → action. Works across SMS, notifications, and tags.

Auto-Close Stale Leads

Leads inactive for 30 days are automatically closed as lost, keeping your pipeline clean.

Instant SMS Notifications

Get an instant text when a new lead comes in. Homeowners get an automatic quote confirmation SMS. No setup required.

Analytics & Reporting

Know exactly how your business is performing.

Analytics Dashboard

Date-range filtering (7/30/90 days), funnel conversion, pipeline breakdown, lead sources, trade conversion rates, and trend indicators.

Advanced Reports

Period-over-period comparison, custom date ranges, drip campaign performance, CSV export, and Print/PDF support.

Speed-to-Lead Metrics

Track response times by rep, SLA compliance, and messaging volume. Know who's fast and who needs coaching.

Weekly Performance Digest

Automated weekly performance report every Monday — leads, revenue, win rate, and funnel stats.

Website Builder

A professional contractor website — built for you in minutes.

6 Strategic Designs Per Trade

6 meaningfully different website concepts per trade — Modern Authority, Local Trust, Bold Lead Machine, Luxury, Portfolio, and Quick Quote.

Project Gallery

Upload up to 20 project photos with a built-in lightbox gallery. Homeowners can browse your work before requesting a quote.

DFY Onboarding Wizard

10-step guided onboarding: business info, trade, template, branding, services, gallery, contact, social proof — with autosave.

AI-Powered Content

AI generates your tagline, hero copy, service descriptions, and color palette based on your trade and location.

Onboarding Options

Three ways to get started — from fully self-serve to completely done for you.

DIY (Self-Serve)

Build your estimator yourself using our guided setup wizard. No coding required. Most contractors are live in under an hour.

Integration (We Install It)

You keep your existing website. We embed the estimator on it — matching your brand, colors, and style.

Done-For-You (Full Setup)

10-step onboarding wizard collects everything we need. We build your website, configure your estimator, and launch it for you.

Integrations

Push leads to any CRM or tool you already use.

Webhook Delivery

HMAC-signed webhooks fire on new leads, status changes, won deals, and lost deals. Delivery logs show success/failure for every call.

Works with Everything

Zapier, GoHighLevel, HubSpot, Salesforce, Make, Google Sheets — any system that accepts webhooks.

Test & Verify

Send a test ping to any webhook with one click. See delivery logs with status codes and error messages.

One-Line Embed

Add a single script tag to any website. Works with WordPress, Wix, Squarespace, Webflow, or plain HTML.

Your Brand, Your Widget

Every account includes a fully branded estimator widget for your website.

Embeddable Widget

Drop a single script tag on any website. Works with WordPress, Wix, Squarespace, Webflow, or plain HTML.

Custom Branding

Your logo, colors, and company name on every estimator. Homeowners see your brand, not ours.

Hosted Quote Pages

Every estimator gets a shareable hosted page you can link from ads, social media, or Google My Business.

No InstaQuote Branding

Your estimator is yours. No "Powered by" badges — ever. Your customers only see your company.

Ready to start capturing leads online?

Set up your first estimator in under 10 minutes. No tech skills needed.

Get Started Free →