Frequently Asked Questions
Quick answers to common questions about QuoteLab.
How does pricing work? Do I set my own prices?
Yes, you have full control over your pricing. You set base prices for each service and define pricing dimensions (like vehicle size, property square footage, or condition) with multipliers. The pricing engine calculates quotes automatically based on your rules. You can also add flat-rate add-ons, package discounts, and conditional surcharges for things like distance, weekends, or after-hours work.
How does payment processing work?
QuoteLab uses Stripe Connect to process payments. When a customer books through your widget, they pay a deposit (or the full amount) via credit card, Apple Pay, or Google Pay. The funds go directly to your Stripe account minus a small platform fee. Stripe handles all card processing and compliance. You never need to handle card numbers.
Do I need to connect Stripe right away?
No. You can set up your entire account, configure services and pricing, and even receive test bookings without connecting Stripe. We recommend getting familiar with the platform first and connecting Stripe when you are ready to accept real payments. A gentle reminder banner will appear in your dashboard until you connect.
Which website platforms does the widget work with?
The booking widget works on virtually any website. It has been tested and verified on WordPress (including Elementor, Divi, and other page builders), Wix, Squarespace, Weebly, GoDaddy Website Builder, Shopify, and plain HTML sites. The widget uses Shadow DOM for style isolation, so it will not conflict with your existing site styles.
What if I do not have a website?
Every QuoteLab account includes a free public booking page at quotelab.io/book/your-business-slug. You can share this link on social media, your Google Business Profile, business cards, vehicle wraps, or anywhere else. No website needed.
Is there a mobile app?
Yes. The QuoteLab mobile app is available for both iOS and Android. It gives you a daily command center with today's schedule, route navigation, customer details, push notifications for new bookings, and the ability to start jobs, take before and after photos, and mark jobs as complete. Your team members can also use the app with their own login.
How is my data and my customers' data protected?
All data is stored on secure servers with encrypted connections. Payment processing is handled entirely by Stripe, so card numbers never touch our servers. Each business account is fully isolated so you cannot see another business's data and they cannot see yours. We use secure authentication with password hashing and support Google OAuth for passwordless login.
What are the differences between plans?
The Free plan includes 25 bookings per month, one team member, and a “Powered by QuoteLab” badge on the widget. Pro ($29/mo) removes the badge, enables Stripe payments, SMS reminders, and supports up to three team members. Business ($79/mo) adds unlimited team members, full analytics, API access, custom email domain, and cross-vertical benchmarks. Enterprise ($199/mo) adds custom domain white-labeling and dedicated support. See our pricing page for full details.
Can I cancel my subscription at any time?
Yes. You can downgrade or cancel your plan at any time from Settings → Plan & Billing. If you cancel, your account reverts to the Free plan at the end of your current billing period. Your data, bookings, and customer records are preserved. You will not be charged again unless you re-subscribe.
How many team members can I add?
Free plans include one team member (the owner). Pro plans support up to three team members. Business and Enterprise plans support unlimited team members. Each team member can be assigned a role (owner, admin, or team member) with different permission levels.
Can I collect deposits and charge the balance later?
Yes. You configure a deposit percentage in your booking policies. Customers pay the deposit when they book. After you complete the service, you can collect the remaining balance via an automatic payment link sent to the customer, auto-charging their saved card, or marking it as paid externally if they pay cash.
Does the widget slow down my website?
No. The widget loader script is under 3KB and loads asynchronously, meaning it does not block your page from rendering. The full widget bundle (under 40KB gzipped) is lazy-loaded only when the widget element appears in the DOM. Stripe payment elements are loaded on demand only when the customer reaches the payment step.
Can I accept bookings from multiple sources?
Yes. Bookings can come from your embedded widget, your public booking page link, directory listing integrations, manual creation in the dashboard, and recurring rules. All bookings appear in the same calendar and customer data is unified regardless of the source. Your analytics dashboard shows a breakdown by source.
What happens if two customers try to book the same time slot?
QuoteLab uses advisory locks to prevent double bookings. When a customer submits a booking, the system locks the time slot for that team member and verifies availability before confirming. If two requests arrive simultaneously, only one succeeds and the other receives a friendly message asking them to pick a different time. The widget also updates available slots in real time so customers see accurate availability.
Can customers leave reviews?
Yes. After a booking is completed, the system automatically sends a review request to the customer (configurable timing, default is 2 hours after completion). Customers can leave a star rating and written comment. Reviews appear in your dashboard where you can respond. Public reviews are displayed on your booking page and through the optional review widget embed.
Do you offer annual billing?
Yes. Annual billing is available at a discount on all paid plans. Pro is $24/mo billed annually (save $60/year), Business is $64/mo billed annually (save $180/year), and Enterprise is $159/mo billed annually (save $480/year). You can switch between monthly and annual billing at any time in your account settings.
Can I send SMS notifications to customers?
SMS notifications are available on Pro plans and above. Customers receive text messages for booking confirmations, 24-hour reminders, technician-on-the-way alerts, balance due payment links, and review requests. You can configure which SMS notifications are enabled in your notification preferences.
Can I export my data?
Yes. You can export your customer list as CSV, download monthly revenue summaries as CSV or PDF, and export individual booking records. The API (available on Business plans and above) also provides programmatic access to all your data. Your data is always yours and you can export it at any time.
What if I need help setting things up?
Our support team is here to help. You can reach us via the contact form, by email at [email protected], or through the in-app chat. We also have step-by-step guides for embedding the widget, setting up payments, and more in our help center. Most businesses are fully set up in under 5 minutes.
What is the Business Microsite?
Every QuoteLab account includes a hosted mini-website at quotelab.io/site/your-business-slug. It includes a homepage with hero section and about text, a services page with your pricing, a reviews page with customer ratings, a before/after photo gallery, a contact page with inquiry form, and an integrated booking page. No coding or external hosting required.
How do I set up my microsite?
Go to Settings → Microsite tab in your dashboard and toggle the “Enable Microsite” switch on. From there you can customize the hero section (headline, subheadline, banner image), write an about description, toggle which sections are visible, and add social media links. Your site is live immediately after enabling. See our microsite guide for full details.
Can I use a custom domain with my microsite?
Yes. If you have a custom domain configured, your microsite is also accessible via that domain. See our custom domain setup guide for instructions on connecting your own domain.
Still have questions? Contact our support team or email [email protected].