Obix Cost Segregation Estimator

Description

The Obix Cost Segregation Estimator helps commercial property owners and their advisors quickly estimate the potential first-year tax savings from a cost segregation study.

Key Features:

  • Calculates both Conservative and High-End first-year tax savings estimates
  • Supports all major commercial property types (office, retail, warehouse, residential, hotel, restaurant, medical, and more)
  • Automatically applies the correct bonus depreciation percentage by year (100%, 80%, 60%, 50%, 0%)
  • Drag-and-drop Elementor widget with live style controls (background color, text color, primary color)
  • Shortcode [zcse_calculator] works on any page or post
  • Lead capture modal gates the PDF download — collects name, email, phone, and custom fields
  • Server-side PDF report generated with FPDF — includes company logo, client info, and both estimate tables
  • Admin settings page: upload logo, set company branding, configure colors, add footer note
  • Lead Records submenu: view, search, sort, delete, and export all PDF download leads as CSV
  • Form Builder submenu: enable/disable fields, mark required/optional, add custom fields, drag to reorder

Third-Party Libraries:

This plugin bundles FPDF v1.86 (http://www.fpdf.org/) for server-side PDF generation. FPDF is released under a permissive license that is GPL-compatible. No external service calls are made; all PDF generation happens on your server.

This plugin bundles Font Awesome 6 Free (https://fontawesome.com) for icons. Font Awesome Free is released under the following licenses: Icons — CC BY 4.0, Fonts — SIL OFL 1.1, Code — MIT. All files are served locally from within the plugin directory; no external requests are made for Font Awesome resources.

Installation

  1. Upload the plugin folder to the /wp-content/plugins/ directory, or install via the WordPress plugin screen.
  2. Activate the plugin through the Plugins screen in WordPress.
  3. Go to Cost Seg Estimator Settings to upload your company logo and configure branding.
  4. Add the shortcode [zcse_calculator] to any page, or drag the Cost Seg Calculator widget into your Elementor layout.
  5. Optionally customize the download form fields under Obix Cost Segregation Estimator Form Builder.

FAQ

Do I need Elementor?

No. The plugin works standalone via the [zcse_calculator] shortcode. Elementor is optional.

How do I add the estimator to a page?

Add the shortcode [zcse_calculator] to any page or post, or use the Elementor widget if you have Elementor installed.

Where do lead records go?

Every time a visitor submits the download form, their information and calculated savings are saved to Obix Cost Segregation Estimator Lead Records in your WordPress dashboard. You can export all records as a CSV.

Can I customize the download form?

Yes. Go to Obix Cost Segregation Estimator Form Builder to enable/disable fields, mark them required or optional, add custom fields, and drag to reorder.

Is the PDF generated on my server?

Yes. PDFs are generated server-side using the bundled FPDF library. No data is sent to any external service.

Where are PDF reports stored?

Reports are saved to wp-content/uploads/zcse-reports/. Directory listing is disabled via .htaccess.

Does the plugin collect any data?

The plugin only stores data that visitors voluntarily submit through the download form (name, email, phone, etc.). No tracking or analytics are run without user action.

Is the FPDF library included?

Yes. FPDF v1.86 is bundled in lib/fpdf/. No Composer required.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Obix Cost Segregation Estimator” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

2.1

  • Added Lead Records admin submenu with search, sort, pagination, and CSV export
  • Added Form Builder admin submenu with drag-to-reorder, enable/disable toggle, required/optional, and custom fields
  • Added Elementor style controls for card header and results header background and text colors
  • Fixed PDF logo to preserve aspect ratio within a square bounding box (no horizontal stretching)
  • Fixed Conservative Estimate icon (switched to fa-shield-halved, FA6 Free)
  • Property Information and Results headers now both use dark gradient for visual consistency
  • Inline per-field validation errors replace top-of-modal alert box
  • Updated plugin header: author, license, Requires at least, Requires PHP

2.0

  • Complete rewrite with Elementor widget, admin settings, FPDF server-side PDF generation, lead capture modal

1.0

  • Initial release