Getting Started

1. Create Your Account

Head to quotelab.io/sign-up and create an account with your email or sign in with Google. You will be asked for your business name, phone number, and service area. This information helps QuoteLab configure your booking page with the right defaults.

If you were invited through a directory listing, some of your business details may already be pre-filled. You can edit everything later from your dashboard settings.

2. The Onboarding Wizard

After signing up, QuoteLab walks you through a quick setup wizard. Here is what each step covers:

1. Business basics — Confirm your business name, address, phone number, and service area radius. Most of this is pre-filled from signup.
2. Services — QuoteLab pre-loads common services for your industry with suggested prices. Adjust names, prices, and durations to match your offerings. You can add or remove services at any time from /dashboard/services.
3. Business hours — Set your weekly availability using the visual schedule picker. The default is Monday through Friday, 8 AM to 6 PM. Customers can only book during these hours.
4. Preview — See a live preview of what your customers will experience when they book through the widget. You can tweak your brand colors here.
5. Get your link — Copy your direct booking page URL or grab the embed code for your website. You are live.

Payment setup (Stripe) is optional during onboarding. You can accept bookings right away and connect Stripe later when you are ready to collect payments online.

3. Your Booking Page

Every QuoteLab account gets a shareable booking page at a URL like this:

https://quotelab.io/book/your-business-slug

Share this link anywhere — your Instagram bio, Google Business Profile, Facebook page, business cards, or vehicle wraps. Customers can pick a service, see an instant quote, choose a date and time, and book directly.

You can also generate a QR code for your booking page from /dashboard/settings and print it on flyers or signage.

4. Embed the Widget on Your Website

If you have your own website, you can embed the booking widget directly on any page with a single line of code:

<script src="https://quotelab.io/embed.js" data-business="your-business-slug" async></script>

Replace your-business-slug with your business slug, found in your dashboard settings. The widget loads automatically, picks up your services and pricing, and handles the entire booking flow. For detailed platform-specific instructions, see the Embed Guide.

5. Your First Booking

Once your booking page is live, here is what happens when a customer books:

1. The customer selects a service and sees an instant price quote based on your pricing rules.
2. They pick an available date and time from your schedule.
3. They enter their contact information and any details you require (address, special requests, etc.).
4. If you have Stripe connected, they pay a deposit or the full amount online. Otherwise, the booking is confirmed without payment.
5. Both you and the customer receive a confirmation email. The booking appears immediately in your dashboard at /dashboard/bookings.

A customer record is automatically created in your customer list with their contact details and booking history. No manual data entry needed.

6. Next Steps

Now that you are up and running, here are some things to explore:

• Services & Pricing — Fine-tune your service menu, add packages, and configure add-ons.
• Pricing Rules — Set up dynamic pricing based on dimensions like size, condition, distance, and more.
• Connect Stripe — Go to /dashboard/settings to connect your Stripe account and start accepting payments online.
• Add team members — If you have technicians, add them at /dashboard/team so bookings can be assigned.
• Download the app — Get the QuoteLab mobile app for on-the-go job management, before/after photos, and push notifications.