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Browse the setup process and requirements for Search4Local Quotes.
In order to utilise the complete potential of our plugin, there are some assets and information we need. The more details and documentation provided, the better estimate potential customers receive. We’ve outlined this in more detail below:
To setup our plugin, it's important for us to understand how a business works. As a result, a brief overview of costing, processes, products and how quotes are provided to customers can help us utilise all of the plugin's features effectively.
We need a detailed list of what a business offers. This includes the type of service or product provided, such as windows, and all subsequent products that follow, such as bi-fold, and uPVC. We'll also need price lists for these products to provide accurate quotes.
Product imagery is extremely important to give the user a clear visual aid of the products and services provided. We can source stock imagery, but any professional product imagery provided by a business or manufacturer will help to create a sleek and informative estimation process.
If a service or product varies in price depending on size or volume, we'll need to know the calculation used in the quoting process. For example, if a driveway is priced by the metre, we'll need to know the m2 cost of each type of driveway installed.
We’ve outlined the process from start to finish to give an idea of what happens when you choose Search4Local Quotes for instant estimates on your WordPress website.
It's important to ensure the plugin works with the right businesses. That's why we limit availability to websites and business providing trade services, standard products and volume based installations. Extensive product lists and intricate customisation options aren't usually applicable.
After the initial consultation, we'll await assets and documentation such as images, products and prices as outlined above so we can setup the plugin to it's full potential.
We'll customise the estimation form with your branding colours, logos and imagery to create a unique quoting process for customers. All products, services and prices will be implemented and factored into calculations to provide users with instant estimates.
After the form is branded and set up to specification for your WordPress website, it's time to take a look. This is where any amends to the function, flow and pricing can be made. Once the form is signed off, it can go live and start generating leads.
Now that the plugin is live on your website and providing instant quotes to users, we'll ensure all potential leads are stored and sent to you so you can follow up with your sales team and the potential customer.
As time passes, we'll maintain the plugin by updating it to the latest versions, notifying you of any changes and accommodate any product or service updates to reflect your business as it grows.
Schedule a free consultation with our team to see how Search4Local quotes can help you