Estimate Optimization & Price Assistant

Last updated May 2, 2026

Estimate Optimization & Price Assistant

Estimate optimization tools help you understand your pricing performance and make data-driven adjustments. See which services convert best, discover optimal price points, and run targeted price adjustment campaigns.

Requirements

  • Estimate Optimization must be enabled on your plan.
  • You need the marketing.quote_optimization.view permission to see analytics, and marketing.quote_optimization.manage to run campaigns.

Estimate analytics

Navigate to Growth Tools → Estimate Analytics to see your estimate performance. For a dedicated Help walkthrough, see Estimate Analytics.

Win rate dashboard

  • Win rate by service — see which services have the highest and lowest approval rates.
  • Price buckets — understand how pricing affects conversion at different ranges.
  • Segments — break down performance by customer type or property.
  • Date range — analyze the last 7 to 365 days (default: 90 days).

Optimal price suggestions

For services with enough historical data, the system identifies an optimal price point — the price range where you win the most estimates while maintaining healthy margins. Up to 3 services are highlighted with specific suggestions.

Service detail

Click any service to see a detailed breakdown with its own optimal price recommendation and win rate trends over a configurable date range (default: 180 days).

Refreshing data

Click Run analysis to update the analytics with the latest estimate data. A 30-day rollup runs immediately, and a deeper 180-day analysis is queued in the background.

Bundle suggestions

When creating or editing an estimate, the system can suggest service bundles based on what customers commonly purchase together. Up to 3 bundle suggestions appear in the estimate builder when relevant.

Price increase assistant

Navigate to Growth Tools → Price Assistant to identify customers who are paying below your current market rate.

Finding below-market customers

  1. Set the Below market threshold (default: 15%). This shows customers paying at least that percentage below your current catalog price.
  2. Review the list of customers and services with below-market pricing.

Running a price adjustment campaign

  1. Click Create Campaign.
  2. Enter a campaign name and set the below-market threshold.
  3. Choose a channel: Email, SMS, or Both.
  4. Write a script template — the message customers will receive explaining the adjustment.
  5. Select the customers and services to include.
  6. Save and review the recipient list.
  7. When ready, click Send. You'll see a summary of delivered, failed, and skipped messages.

Tips

  • Review estimate analytics monthly to spot pricing trends before they become problems.
  • Start price adjustment campaigns with a small group to test your messaging before scaling up.
  • Use bundle suggestions to increase average estimate value — customers appreciate the convenience of bundled services.
  • A 15% below-market threshold is a good starting point; adjust based on your market and customer relationships.

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