Get the most out of FlyQuote
Practical guides for setting up and using the product.
Your First AI-Drafted Quote
The end-to-end walkthrough: create a quote request, attach what you already have, and review the draft the AI builds.
Set Up Your Company Profile and Branding
Fill in your company details once and FlyQuote brands every form, proposal, and PDF to match - no designer required.
Invite Your Team and Set Roles
Bring teammates into your workspace and control who can change pricing, send proposals, or manage billing.
Embedding a Quote Form on Your Website
Build the form, brand it automatically, and track exactly which page every lead came from.
Job Photos and Video Walkthroughs
Photos on quote requests, photo and video fields on your lead forms, and what the vision step actually extracts.
The Mobile Scanner: Phone Photos into a Desktop Form
A QR code hands the upload to the customer's phone and drops the photos back into the form without them losing their place.
Uploading Call Recordings and Audio
How audio becomes a transcript, what kinds of recordings work, and how customers can leave you voice notes.
Send a Questionnaire Customers Answer Themselves
Send a tokenized questionnaire or QR code; the customer answers the scope questions and the engine prices it server-side from their raw answers.
Build Your Price Book with Cost Codes
Cost codes are the building blocks the engine prices from - set them up so every estimate pulls from one source of truth.
Import Cost Codes from a Spreadsheet
Upload an Excel or JSON file, match your columns to FlyQuote's fields, and preview before anything is created.
Write Cost Formulas That Price Themselves
Formulas turn a cost from a flat number into a rule - using quantities, entered values, and your own named inputs.
Markups, Tiers, and Minimum Charges
Layer a markup on your costs, present good/better/best tiers, and set a minimum that protects small jobs.
Branch Your Questions with the Logic Map
The visual logic map lets an answer open, hide, or price different follow-up questions and costs.
Why the Pricing Engine Can't Make a Math Mistake
Every dollar is computed on the server from your own cost rules - deterministic, reproducible, and safe to stand behind.
How the AI Analyzes a Job and Drafts Your Quote
What actually happens when you hit run: transcript, vision, intake, estimate, pricing, proposal - and where you stay in charge.
The On-Site Field Wizard
A guided Area-by-Phase walkthrough for quoting in person - the total updates live as you enter what you see.
Design How Your Estimate Looks
Choose columns, style it to your brand, bind a template to a form, and export the HTML if you want to hand-tune it.
Style-Matched Quotes from Your Past Estimates
Feed FlyQuote a few of your past quotes and the AI mirrors your line-item structure, wording, and pricing habits.
Send a Branded Proposal and Get It Signed
One proposal becomes a branded web page and a matching PDF; the customer e-signs and you're notified the moment they do.
Proposal Tiers, Price Ranges, and Design Templates
Offer good/better/best tiers, show a price range where exact isn't possible, and pick a design template each time you send.
Pipeline Stages, Automatic Emails, and the Lead Tracker
Move leads through stages, send the right email automatically at each one, and give customers a live tracking page.
How Credits Work
What's free, what costs credits, and how to try the whole product without entering a card.