Agency Dashboard

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No unsaved changes

Pricing

Installed price = equipment × margin + labor (rate × hours) + buffer.

Payments

Sets the “Payments as low as $X/mo” line. Your margin is never exposed to the public form.

Install options

Off for hot climates (e.g. Florida): hides the “Heating” install option on the customer form.

Heating & A/C systems

Which system types the form offers for a “Heating & A/C” job, and which shows first. Customers can switch between the enabled types; each re-prices. (Dual-fuel / gas-electric availability still depends on catalog stock at each size.)

After booking

The hosted page names this client, offers call/text buttons on their number, and can carry a “what happens next” video and their Google profile. Choose redirect only if they have a page of their own — anything we can’t see, we can’t keep working.

Lead capture

“Gate” hides the quote comparison behind a blurred glass wall until the customer enters their details — every viewer becomes a lead. “Show freely” displays quotes with optional save / contact CTAs.

Independent of the mode above. ON: they enter a texted code before the lead counts as verified, and the contractor is only notified once they do — this is the funnel’s main spam defence, and each check costs a few cents at Twilio. OFF: the lead is delivered the moment they submit, unverified.

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