GFP Estimate V122D — Minimal + Detail

🔍 Start here — Load the customer from GHL

Pick the customer and their details fill in below — or just type a new customer by hand. Then use ✚ New Estimate ▼ (top bar) to set the type.

1 Customer Information

Customer Name *

Required

Consultation Date

Address *

Required

County — auto-filled from the address

🏛 County Property Appraiser — look up sketches / sqft for this address

Phone

Consult Type

2 Property Verification Send the customer a sheet to confirm their property & dimensions before the visit

Property Appraiser page link — paste the URL to this property's record on the county appraiser site

Sub-area (county code)

Sq ft (from records) *

— or Length × Width (ft)

* Records mode needs this number to generate. New-build & No-PA don't.

Screenshot — for counties whose link won't open the exact parcel; upload the floor plan / table image

2nd screenshot — optional (e.g. the sketch on one page, the sq-ft table on another)

No PA record / no builder plan — can't pull dimensions (sends the "confirm address / drop a pin / send a photo" request instead)

No-PA measurement graphic — upload once; shows on every No-PA verification sheet (the "Width × Length or Total SqFt" diagram)

Sample photos to request — 4 titled examples shown on every verification (the customer texts their own photos back). Edit titles / upload example images.

Mode is automatic: Existing home (Step 1) builds the confirm-this-size sheet from the link/screenshot; New build builds the help-us-confirm sheet (asks 2-car vs 3-car). Preview it, then send from the estimate screen.

3 Project Areas Check the surfaces being coated, then enter sqft and optionally a photo

🏛 Property Appraiser adjustment — reduces the GARAGE coatable sq ft only

4 Coating System BEST is the default quoted tier — customer sees Good and Better as alternates on the estimate

BEST Product (Garage / Interior · Lifetime Transferable)

Exterior Product — all exterior is Best

Exterior-only quote — turn OFF Good/Better/Best (patio / driveway with no garage; shows a single total instead of the 3-option comparison)

▌ Good (1 Coat Solid · 5-Year) and Better (2 Coat Solid · Lifetime) are auto-included on the customer's estimate for comparison. Good auto-hides when garage >600 sf.

PRICE PER SQ FT

Edit any tier — updates the quote live. Click Save All Settings (Pricing tab) to keep prices for next time.

Good — 1 Coat $/sq ft Hide this option

Better — 2 Coat $/sq ft Hide this option

Best — 2 Coat + Flake $/sq ft Hide this option

Global flat price $/sq ft

Use this one price for ALL areas

Type a price here and it applies to every area right away (the box checks itself). All three options become that one price. Clear the box — or uncheck it — to go back to the Good / Better / Best prices above.

✓ Included at No Charge Shown on every estimate as included — uncheck to remove if it doesn't apply

Mechanical Surface Preparation No charge Minor Crack Repair No charge Stem Walls Coated to 6" (if present) No charge Remove Existing Coating No charge · opt-in

6 Additional Services Optional line items not driven by sqft

7 Discount Bundle 10% applies automatically when 2+ areas are in scope — no reference needed. Pick another option only to override.

Standard (auto-bundle 10% for 2+ areas) No Discount (override — suppress auto-bundle) Promo: % off Military / First Responder / Senior 65+ (−5%) Price Match: $

✅ Verified pricing discount — 10% off, up to $250 — customer confirmed & sent photos (applies to every tier)

8 Color, Source & Notes

Tick the box under any field to print it on the estimate and the sold sheet.

Floor Color

For custom blends — shows on the estimate in place of the dropdown color.

Show color on estimate & sold sheet

Source / Referral Show source on estimate & sold sheet

Special Notes Show notes on estimate & sold sheet

9 Promo Discount Flat dollars off — applies to the BEST (Full Flake) option only

Apply a promo discount

🎯 Target Price Set the $/sq ft you want the BEST (Full Flake) option to land at — the builder backs into it by auto-adjusting the area rates so the normal math (areas × rates − bundle − promo) lands on target × sq ft, rounded to the nearest dollar

Use a target price

🔒 Card on File Fills the Sold Sheet only — never saved to history, the cloud, or your browser; clears on a new estimate

Cardholder name

Card number

Exp (MM/YY)

Security code

Billing zip

American Express (+3.5%)

🔒 Used only to fill the Sold Sheet you print/charge from. Not saved to history, the cloud, or your browser.

Subtotal

—

Discount

—

Grand Total

—

A Brand Configuration

🎨 Brand Color Theme

Color theme:

Pick a color, then Save All Settings. Changes show on the printed estimate.

LIVE PREVIEW

Company Name

Short Code (logo)

Tagline

Website

Company Email

Company Phone

Years in Business

Review Count (Google)

Company Logo — PNG, JPG or SVG. Transparent PNG looks best. Appears in the top bar and on every printed estimate.

⬆ Upload Logo

Google Review Badge — optional. Upload your own Google reviews badge (PNG/JPG/SVG) to replace the built-in one in the estimate header. Leave empty to use the built-in badge.

⬆ Upload Badge

☁ Cloudinary Photo Library Pull your shared photos (banner, gallery, tiers, inclusions, area photos) live from Cloudinary by tag. Stored as links, not images — so the browser storage wall is gone.

Auto-pull when I open the builder

A2c Banner Photo Upload up to 8 hero photos, click one to put it on the banner, then resize & crop. Live preview below.

Banner photo

📷 Upload

2 Coat + Flake

$3,624 · turnkey · installed

Resize & crop the photo

Zoom100%

Left ↔ Right50%

Up ↕ Down50%

☀ Brightness100%

◐ Contrast100%

A4 County Property Appraisers The lookup list used in Step 1 — add or update as you expand

State

County

City (optional)

Website URL

Sketches?

Sq ft?

Matching State + County overwrites the existing entry. Remember to Save All Settings.

A2b Photo Library — Page 2 Build a library once — load ~4 photos per type (Garage, Patio, Driveway…), each tagged with finish & color. On each estimate, ✨ Auto-pick chooses up to 6 that match the job's areas + color; tick/untick any photo to adjust. Saved automatically.

A2d Color Swatches Upload a real swatch photo for each floor color — shown on the estimate & sold sheet when the customer picks that color. Until you upload one, a solid placeholder color is used.

A3 Customer Reviews Shown under "What Customers Say" on the estimate

Customer Name

Stars

Review Text

Paste your best Google reviews here. Click Save All Settings to keep them. (Auto-pulling recent Google reviews comes later with the back-end.)

B Sales Representatives

Active Rep (used on estimates)

Editing the active rep below applies to estimates instantly. Save Defaults to persist the full roster.

Full Name

Phone Number

Email Address

Title

C Extras & Add-Ons Pricing Per-sf rates, percentages of base, and flat fees

Shark Skin · per interior sf

Gem · per total sf

Vapor Barrier · per interior sf

Oil Stop · per interior sf

Custom Flake · % of base

Custom Base · % of base

2-Day Install · flat $

Saturday Install · flat $

Trip Charge · flat $

▌ Auto-saves as you type · Builder labels update in real-time across the app

D Pricing Master Sheet Size-based rates. The Quick Pricing boxes on the builder page fill these in for you.

Option	🖥 VIRTUAL			🤝 IN-PERSON
Option	0–549	550–899	900+	0–549	550–899	900+

⬆ Restore from File

Save keeps your brand, pricing, reps, and integration settings in this browser only. Cloud Sync stores your settings and your Estimate History on your website — enter your sync code once on any computer and everything loads and stays in sync automatically from then on. Backup to File downloads everything — settings and all saved estimates — as one file you can store in Google Drive and reload on any device with Restore from File. Reset restores GFP factory defaults.

📂 Estimate History

🔌 Integration Hooks Stubbed — ready to wire to live services

All hooks fire from real events in the app. With integrations off, events log to browser console for testing. Flip a toggle and enter credentials to activate. Each "Test" button fires a sample payload using current builder state.

📤 GoHighLevel — CRM Sync

OFF

Pushes estimate events to a GHL webhook. Use to create opportunities, attach PDF, trigger follow-up automations, sync contact data. Events fired: estimate.created, estimate.viewed, estimate.downloaded, estimate.signed_requested, estimate.deposit_requested.

Webhook URL — estimates POST here (export to GHL)

Contact Search URL — your Netlify function for “Load customer from GHL” (import)

PDF Upload URL — your Netlify function that saves the PDF to GHL Media and returns its link

Contact Attach URL — your ghl-attach function: writes the PDF link onto the contact + tags it

Google Drive Upload URL — your gdrive-upload function: saves a copy of every generated PDF to your Drive folder

Estimate Link — Custom Field ID — the GHL custom field the link writes into

Tag to add

Verification Link — Custom Field ID — field the verification PDF link writes into (can reuse the estimate field)

Tag · records found

Tag · new build

Tag · no PA record

Tag · every verification

💳 Stripe — Deposit Capture

OFF

Generates a Stripe Checkout link for the 50% deposit. Customer clicks "Pay Deposit" on the estimate and pays via credit card or ACH. Note: Requires a small backend (Cloudflare Worker, Supabase Edge Function, etc.) to mint Checkout Sessions — never put a secret key in this file. The Public Key field below is for the eventual frontend wire-up.

Public Key (pk_live_... or pk_test_...)

Checkout Session Endpoint

✍ E-Sign — Customer Signature

OFF

Submits the estimate PDF to DocuSign / HelloSign / Dropbox Sign for customer signature. Pre-fills signature fields on Terms page and Use & Care page. Note: Like Stripe, this needs a backend endpoint to call your e-sign provider — never expose API keys in browser code.

Provider

Signature Request Endpoint

📊 Analytics Hook

Every estimate event is also broadcast as window.dispatchEvent(new CustomEvent('gfp.event', {detail: {...}})). Pipe it to GA4, Segment, Mixpanel, PostHog, or a Google Sheet without touching this file. Useful events: estimate.created, estimate.viewed, estimate.downloaded, estimate.deleted.

No config needed — events fire by default. Listen in your analytics shim or browser DevTools console.