- 2026-05-22
- by LethaldiranMX
- Trends
- 0 Comments
DeveloperBuild a fast, branded service estimator your customers can use on your site — and a clean lead dashboard your team works from.
ApproxIt Lite is a service-estimator builder for small businesses. Customers pick services and add-ons (or a package), see a real-time running total, and submit their contact info. You manage every lead from a custom dashboard in WordPress admin — no spreadsheets, no third-party SaaS, no monthly fee.
It’s built for tradespeople and service providers: HVAC techs, pool servicers, window cleaners, lawn-care crews, painters, cleaners, contractors, and anyone who quotes work by the visit, hour, or project.
What you can do with Lite
- Estimator builder — drag-and-drop services and add-ons, set fixed or per-unit pricing, choose billing periods (one-time, per-visit, weekly, monthly, quarterly, yearly).
- Project questions — multipliers and per-unit / flat-fee surcharges that adjust the estimate based on context (e.g. “How steep is the roof?”, “How many filter grids?”).
- Industry templates — six pre-filled estimators included free: HVAC, Window Cleaning, Pool Service, Lawn Care & Landscaping, House Cleaning, and Painting. Load one and customize the services, prices, and add-ons to match your business.
- Customer-facing form — clean two-step flow with a live running total. Embed via the ApproxIt Estimator Gutenberg block or the
[approxit id="123"]shortcode. - Lead dashboard — every submission becomes a custom-post-type lead with hot/warm/cold score, status pipeline (new contacted quoted won/lost), notes, and an estimate breakdown.
- Lead scoring — deterministic algorithm based on estimate value, contact completeness, and scope. No AI, no external calls.
- Customer receipt + owner alert emails — sent via WordPress’s
wp_mail()on submission. Configurable on/off per type. Business phone shown in the customer receipt so they can reach you directly. - CSV / JSON export — one-click export of leads for accounting, CRM import, or backup.
- Anti-spam guards — honeypot field, timing-token bot check, IP rate-limit, duplicate-email throttle.
- Customizable copy — per-estimator form title and subtitle.
Designed to grow with you
When your business needs satellite-map area drawing, AI photo analysis, SMS lead alerts, or signed transactional email delivery, ApproxIt Pro adds them as a companion plugin. Lite is fully functional on its own — Pro is optional.
Pro features (sold separately):
- Google Maps polygon area drawing — customers trace driveways, lawns, or roof footprints; square footage auto-fills the per-unit quantity.
- AI photo analysis and address-based property research (powered by Google Gemini, bring-your-own API key).
- Owner SMS alerts and follow-up nudge texts via Twilio.
- SendGrid integration for signed, deliverable transactional email (no SMTP plugin needed).
- Abandoned-estimator detection and follow-up.
- Seven additional industry templates: Roofing, Power Washing, Tree Service, Plumbing, Concrete & Paving, Garage Door, Solar.
