Business Tab

Core Information

• Business Name
• Industry

Contact Information

• Your Name
• Business Email
• Business Phone
• Website URL

Business Address

• Street Address
• Floor, Suite, Unit
• City
• State
• Zip Code
• Country

Business Details

• Opening Hours
• Payment Options
• Year Established

Social Media

• Google My Business URL
• Facebook Page URL
• Instagram Handle
• Twitter Handle

Branding Tab

Business

• Logo: Upload a high-resolution logo with a transparent background (PNG format).

Primary Color

• Primary: Enter the hex color code OR use the color picker to select a primary color.
• Accent: Enter the hex color code OR use the color picker to select an accent color.

Service Area Tab

Zip Code Required

• By default, this option is toggled OFF.
• Toggle this ON to prevent submissions if the zip code field is empty.

States (Optional)

• Select your state from the list, then click Save Changes to reveal the zip codes.

Zip Codes (Optional)

• Use the search bar to filter the list of zip codes.
• If your business serves customers within a specific area, check those zip code boxes.
• This will prevent prospects outside your service area from submitting the form.

Notifications Tab

Online Quotes

• Toggle this ON to receive an email when someone completes the instant price form.

Phone Calls

• By default, this option is toggled OFF.
• Toggle this ON to receive an email when someone calls one of your tracking numbers.
• Statuses: Answered, Missed, Voicemail, and Abandoned.

Monthly Reports

• Toggle this ON to receive a monthly report with your core marketing metrics.
• Current Month vs. 1 Month Ago vs. 1 Quarter Ago vs. 1 Year Ago