1. Decide your packages
Use one package for a single estimate, or up to six to compare (for example Good, Better, Best). Note what each one already includes, so the estimator shows those items as “Included” rather than charging them twice.
2. List the questions that change the price
Think about what you ask on the phone: size or length, materials, access, removal of old equipment, location in the house. Each becomes a question. Note which answers customers often don't know; you'll choose what “I don't know” does for each.
3. Put a price on each answer
These are the kinds of price items you'll set up on the Pricing screen:
| Price item | What it's for | Example (sample figures) |
|---|---|---|
| Base price | The installed price of each package for a standard job. | Essential furnace $5,200; Comfort $6,800 |
| Extra charge | A fixed amount added (or taken off) when an answer calls for it. | Attic installation +$400 |
| Price per sq ft, foot or unit | Your rate times a size or count the customer enters. For an area, customers can type length and width and we work out the square footage. | $38 per foot of fence; $0.32 per sq ft of driveway |
| Percentage | A percentage of specific items you name, so it never compounds by accident. | Steep roof: +15% of the base price |
| Needs assessment | Answers that always need a site visit instead of a price. | Changing fuel type |
| Package unavailable | Answers that rule out a package. | Premium not offered for closet installs |
An amount left blank is treated as missing, not zero. The estimator won't publish until every price it needs is filled in. Enter 0 when something really is free.
4. Set your minimum, rounding and tax
- Minimum job price: small jobs never show less than this.
- Rounding: show tidy figures, for example to the nearest $10 or $50. Ranges round outward so they never understate.
- Tax: enter a rate to show tax separately, or leave it blank and prices are shown as before tax.
Starting from a template?
Templates come with sample prices so you can see how everything fits. They're clearly marked, and you can't publish until you've replaced them with your own and confirmed it on the Pricing screen.
Related help
Last reviewed October 2026 against the current version of Estimator Studio.
Stuck? Email mail@estimatorstudio.com with your website address and what you see.