{"id":313745,"date":"2026-05-22T01:01:56","date_gmt":"2026-05-22T01:01:56","guid":{"rendered":"https:\/\/wordpress.org\/plugins\/approxit-service-estimate-builder\/"},"modified":"2026-05-22T00:46:10","modified_gmt":"2026-05-22T00:46:10","slug":"approxit","status":"publish","type":"plugin","link":"https:\/\/wordpress.org\/plugins\/approxit\/","author":23500473,"comment_status":"closed","ping_status":"closed","template":"","meta":{"version":"1.0.0","stable_tag":"trunk","tested":"6.9.4","requires":"6.2","requires_php":"7.4","requires_plugins":null,"header_name":"ApproxIt - Service Estimate Builder  Professional","header_author":"Tech Techniques Consulting LLC","header_description":"Approxit lets you build custom estimate forms at lightning speed and embed them on your website.  Our estimate forms and calculation engine saves you time allowing you to focus on your business, while converting visitors to leads more often.  Get lead scoring and manage leads from our custom leads dashboard.","assets_banners_color":"","last_updated":"2026-05-22 00:46:10","external_support_url":"","external_repository_url":"","donate_link":"","header_plugin_uri":"https:\/\/approxitpro.com","header_author_uri":"https:\/\/approxitpro.com","rating":0,"author_block_rating":0,"active_installs":0,"downloads":12,"num_ratings":0,"support_threads":0,"support_threads_resolved":0,"author_block_count":0,"sections":["description","installation","faq","changelog"],"tags":[],"upgrade_notice":{"1.0.0":"<p>First public release on WordPress.org.<\/p>"},"ratings":[],"assets_icons":[],"assets_banners":[],"assets_blueprints":{},"all_blocks":{"approxit\/estimator":{"name":"approxit\/estimator","title":"Approxit Estimator"}},"tagged_versions":[],"block_files":[],"assets_screenshots":[],"screenshots":{"1":"The customer-facing estimator \u2014 service rows with live running total and a two-step submission flow.","2":"The estimator builder \u2014 drag-and-drop services with per-service add-ons.","3":"The industry template picker \u2014 six pre-filled catalogs to start quickly, plus seven more in Pro.","4":"The leads dashboard \u2014 sortable, filterable table of submissions with score badges and status pipeline.","5":"Lead detail \u2014 expanded card showing estimate breakdown, customer notes, and contact actions.","6":"Settings \u2014 From identity, owner alert recipient, business phone, and email automation toggles."}},"plugin_section":[],"plugin_tags":[7141,5142,337,354,245933],"plugin_category":[],"plugin_contributors":[263892],"plugin_business_model":[],"class_list":["post-313745","plugin","type-plugin","status-publish","hentry","plugin_tags-contractor","plugin_tags-estimator","plugin_tags-lead-generation","plugin_tags-quotes","plugin_tags-service-business","plugin_contributors-tmoubray","plugin_committers-tmoubray"],"banners":[],"icons":{"svg":false,"icon":"https:\/\/s.w.org\/plugins\/geopattern-icon\/approxit.svg","icon_2x":false,"generated":true},"screenshots":[],"raw_content":"<!--section=description-->\n<p><strong>ApproxIt Lite<\/strong> is a service-estimator builder for small businesses. Customers pick services and add-ons (or a package), see a real-time running total, and submit their contact info. You manage every lead from a custom dashboard in WordPress admin \u2014 no spreadsheets, no third-party SaaS, no monthly fee.<\/p>\n\n<p>It's built for tradespeople and service providers: HVAC techs, pool servicers, window cleaners, lawn-care crews, painters, cleaners, contractors, and anyone who quotes work by the visit, hour, or project.<\/p>\n\n<h4>What you can do with Lite<\/h4>\n\n<ul>\n<li><strong>Estimator builder<\/strong> \u2014 drag-and-drop services and add-ons, set fixed or per-unit pricing, choose billing periods (one-time, per-visit, weekly, monthly, quarterly, yearly).<\/li>\n<li><strong>Project questions<\/strong> \u2014 multipliers and per-unit \/ flat-fee surcharges that adjust the estimate based on context (e.g. \"How steep is the roof?\", \"How many filter grids?\").<\/li>\n<li><strong>Industry templates<\/strong> \u2014 six pre-filled estimators included free: <strong>HVAC, Window Cleaning, Pool Service, Lawn Care &amp; Landscaping, House Cleaning, and Painting<\/strong>. Load one and customize the services, prices, and add-ons to match your business.<\/li>\n<li><strong>Customer-facing form<\/strong> \u2014 clean two-step flow with a live running total. Embed via the <strong>ApproxIt Estimator<\/strong> Gutenberg block or the <code>[approxit id=\"123\"]<\/code> shortcode.<\/li>\n<li><strong>Lead dashboard<\/strong> \u2014 every submission becomes a custom-post-type lead with hot\/warm\/cold score, status pipeline (new \u2192 contacted \u2192 quoted \u2192 won\/lost), notes, and an estimate breakdown.<\/li>\n<li><strong>Lead scoring<\/strong> \u2014 deterministic algorithm based on estimate value, contact completeness, and scope. No AI, no external calls.<\/li>\n<li><strong>Customer receipt + owner alert emails<\/strong> \u2014 sent via WordPress's <code>wp_mail()<\/code> on submission. Configurable on\/off per type. Business phone shown in the customer receipt so they can reach you directly.<\/li>\n<li><strong>CSV \/ JSON export<\/strong> \u2014 one-click export of leads for accounting, CRM import, or backup.<\/li>\n<li><strong>Anti-spam guards<\/strong> \u2014 honeypot field, timing-token bot check, IP rate-limit, duplicate-email throttle.<\/li>\n<li><strong>Customizable copy<\/strong> \u2014 per-estimator form title and subtitle.<\/li>\n<\/ul>\n\n<h4>Designed to grow with you<\/h4>\n\n<p>When your business needs satellite-map area drawing, AI photo analysis, SMS lead alerts, or signed transactional email delivery, <a href=\"https:\/\/approxitpro.com\">ApproxIt Pro<\/a> adds them as a companion plugin. <strong>Lite is fully functional on its own<\/strong> \u2014 Pro is optional.<\/p>\n\n<p>Pro features (sold separately):<\/p>\n\n<ul>\n<li>Google Maps polygon area drawing \u2014 customers trace driveways, lawns, or roof footprints; square footage auto-fills the per-unit quantity.<\/li>\n<li>AI photo analysis and address-based property research (powered by Google Gemini, bring-your-own API key).<\/li>\n<li>Owner SMS alerts and follow-up nudge texts via Twilio.<\/li>\n<li>SendGrid integration for signed, deliverable transactional email (no SMTP plugin needed).<\/li>\n<li>Abandoned-estimator detection and follow-up.<\/li>\n<li>Seven additional industry templates: Roofing, Power Washing, Tree Service, Plumbing, Concrete &amp; Paving, Garage Door, Solar.<\/li>\n<\/ul>\n\n<!--section=installation-->\n<ol>\n<li>Install via <strong>Plugins \u2192 Add New<\/strong> in your WordPress admin and search for \"ApproxIt\", or upload the <code>approxit<\/code> folder to <code>\/wp-content\/plugins\/<\/code>.<\/li>\n<li>Activate the plugin through the <strong>Plugins<\/strong> menu.<\/li>\n<li>Open <strong>Estimators \u2192 Add New Estimator<\/strong>. Pick an industry template to start with a full catalog you can customize, or build from scratch.<\/li>\n<li>Save (or publish) your estimator. Each estimator has its own shortcode (e.g. <code>[approxit id=\"42\"]<\/code>) shown in the sidebar.<\/li>\n<li>To put the estimator on a page, open any page or post, click <strong>(+)<\/strong> to add a block, search for <strong>\"ApproxIt Estimator\"<\/strong>, and pick the estimator you just built. Or paste the shortcode wherever you'd like.<\/li>\n<li>Configure your <strong>From Name \/ From Email \/ Owner Alert Email \/ Business Phone<\/strong> under <strong>Estimators \u2192 Settings<\/strong>.<\/li>\n<\/ol>\n\n<!--section=faq-->\n<dl>\n<dt id=\"does%20approxit%20lite%20send%20any%20data%20to%20third-party%20servers%3F\"><h3>Does ApproxIt Lite send any data to third-party servers?<\/h3><\/dt>\n<dd><p><strong>No.<\/strong> Lite is fully self-contained. The customer-facing form posts to your own WordPress site via standard WordPress AJAX (<code>admin-ajax.php<\/code>). Lead notifications are sent via <code>wp_mail()<\/code> from your own server. Lite makes zero outbound calls to external services.<\/p>\n\n<p>If you later install <a href=\"https:\/\/approxitpro.com\">ApproxIt Pro<\/a>, Pro features (Google Maps drawing, AI analysis, SMS, SendGrid email) use third-party APIs that you connect with your own API keys \u2014 those services are disclosed in the Pro plugin's own settings.<\/p><\/dd>\n<dt id=\"where%20are%20leads%20stored%3F\"><h3>Where are leads stored?<\/h3><\/dt>\n<dd><p>Each submitted lead becomes a private custom post type (<code>ax_lead<\/code>) in your WordPress database. They're never sent off-site. Deleting the plugin via the WordPress admin removes all leads, estimators, options, and meta.<\/p><\/dd>\n<dt id=\"how%20do%20i%20add%20the%20estimator%20to%20a%20page%3F\"><h3>How do I add the estimator to a page?<\/h3><\/dt>\n<dd><p>You have two equally good options:<\/p>\n\n<ul>\n<li><strong>Block (recommended):<\/strong> Edit any page or post, click the <strong>(+)<\/strong> button, search for <strong>\"ApproxIt Estimator\"<\/strong>, and select which estimator to display. Place it anywhere in your layout \u2014 it behaves like any other block.<\/li>\n<li><strong>Shortcode:<\/strong> Paste <code>[approxit id=\"42\"]<\/code> (with your own estimator's ID) into any page, post, sidebar widget, or theme template that runs shortcodes.<\/li>\n<\/ul><\/dd>\n<dt id=\"why%20aren%27t%20my%20estimate%20emails%20arriving%3F\"><h3>Why aren't my estimate emails arriving?<\/h3><\/dt>\n<dd><p>Email deliverability depends entirely on how your hosting provider relays mail. On most shared hosts and on WP Engine, the default PHP <code>mail()<\/code> transport is unauthenticated and lands in spam (or gets silently dropped) for Gmail, Outlook, and Yahoo recipients.<\/p>\n\n<p>We strongly recommend installing a free transactional SMTP plugin alongside ApproxIt and connecting it to a service that signs outgoing mail with SPF and DKIM:<\/p>\n\n<ul>\n<li><a href=\"https:\/\/wordpress.org\/plugins\/wp-mail-smtp\/\">WP Mail SMTP<\/a> \u2014 broadest provider support.<\/li>\n<li><a href=\"https:\/\/wordpress.org\/plugins\/fluent-smtp\/\">FluentSMTP<\/a> \u2014 fully free, supports SES\/SendGrid\/Mailgun\/SMTP2GO.<\/li>\n<li><a href=\"https:\/\/wordpress.org\/plugins\/post-smtp\/\">Post SMTP<\/a> \u2014 OAuth support for Gmail and Outlook accounts.<\/li>\n<\/ul>\n\n<p>Whichever you pick, your <strong>From Email<\/strong> under <strong>Estimators \u2192 Settings<\/strong> must live on a domain you've authenticated with your SMTP provider (e.g. <code>estimates@yourbusiness.com<\/code>, not a Gmail address). Mismatched domains are the #1 reason customer receipts get quarantined.<\/p><\/dd>\n<dt id=\"how%20does%20lite%20scoring%20decide%20hot%20%2F%20warm%20%2F%20cold%3F\"><h3>How does Lite scoring decide hot \/ warm \/ cold?<\/h3><\/dt>\n<dd><p>Pure rules \u2014 no AI:<\/p>\n\n<ul>\n<li><strong>Value (0\u201330 pts):<\/strong> highest single-period total on the estimate.<\/li>\n<li><strong>Contact completeness:<\/strong> +20 if phone provided, +15 if address provided.<\/li>\n<li><strong>Scope:<\/strong> +10 for 2+ services selected, +5 if any add-ons selected.<\/li>\n<li><strong>Tier:<\/strong> Hot \u2265 70, Warm \u2265 40, Cold &lt; 40.<\/li>\n<\/ul>\n\n<p>You can override any lead's score manually from the leads dashboard.<\/p><\/dd>\n<dt id=\"can%20i%20customize%20the%20form%20copy%3F\"><h3>Can I customize the form copy?<\/h3><\/dt>\n<dd><p>Yes. Each estimator has editable Form Title and Form Subtitle fields (shown above the service list on the public form). Leave them blank to use the defaults (\"What do you need?\" \/ \"Select all the services you're interested in.\").<\/p><\/dd>\n<dt id=\"does%20it%20work%20with%20my%20theme%3F\"><h3>Does it work with my theme?<\/h3><\/dt>\n<dd><p>Yes. The public form uses scoped CSS variables (<code>--ax-accent<\/code>, etc.) so it inherits your theme's brand color when configured, and falls back to its own clean defaults otherwise. The form is fully responsive \u2014 single-column on mobile, two-column on desktop.<\/p><\/dd>\n<dt id=\"can%20i%20have%20more%20than%20one%20estimator%20on%20the%20same%20site%3F\"><h3>Can I have more than one estimator on the same site?<\/h3><\/dt>\n<dd><p>Yes \u2014 build as many as you need. Each has its own services, packages, project questions, accent color, and shortcode\/block ID. Useful if you have distinct service lines (e.g. one for residential, one for commercial) or run multiple brands under one site.<\/p><\/dd>\n<dt id=\"can%20i%20export%20my%20leads%3F\"><h3>Can I export my leads?<\/h3><\/dt>\n<dd><p>Yes \u2014 <strong>Estimators \u2192 Leads<\/strong> has CSV and JSON export buttons. CSV opens cleanly in spreadsheets and most CRMs; JSON preserves the full estimate breakdown for richer imports.<\/p><\/dd>\n<dt id=\"what%20happens%20if%20i%20uninstall%20the%20plugin%3F\"><h3>What happens if I uninstall the plugin?<\/h3><\/dt>\n<dd><p>Deleting the plugin from the WordPress admin (not just deactivating it) runs the bundled <code>uninstall.php<\/code>, which removes:<\/p>\n\n<ul>\n<li>All estimator and lead custom posts and their meta.<\/li>\n<li>All <code>ax_*<\/code> plugin options (notification recipients, email toggles, business phone, internal flags).<\/li>\n<li>All <code>ax_*<\/code> transients and user-meta entries.<\/li>\n<\/ul>\n\n<p>Deactivating without deleting leaves all your data intact for when you reactivate.<\/p><\/dd>\n\n<\/dl>\n\n<!--section=changelog-->\n<h4>1.0.0<\/h4>\n\n<ul>\n<li>Initial public release.<\/li>\n<li>Customer-facing service estimator with live running total.<\/li>\n<li>Estimator builder \u2014 services, add-ons, packages, billing periods.<\/li>\n<li>Six free industry templates: HVAC, Window Cleaning, Pool Service, Lawn Care, House Cleaning, Painting.<\/li>\n<li>Project questions: multipliers and flat-fee surcharges.<\/li>\n<li>Lead dashboard with hot\/warm\/cold scoring and status pipeline.<\/li>\n<li>CSV and JSON lead export.<\/li>\n<li>Customer receipt + owner alert emails via <code>wp_mail()<\/code>, with optional business phone in the receipt.<\/li>\n<li>Anti-spam: honeypot, timing token, IP rate-limit, duplicate-email throttle.<\/li>\n<li>Gutenberg block + <code>[approxit]<\/code> shortcode.<\/li>\n<li>Companion ApproxIt Pro plugin hook surface for add-on features.<\/li>\n<\/ul>","raw_excerpt":"Build a fast, branded service estimator your customers can use on your site \u2014 and a clean lead dashboard your team works from.","jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin\/313745","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin"}],"about":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/types\/plugin"}],"replies":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/comments?post=313745"}],"author":[{"embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wporg\/v1\/users\/tmoubray"}],"wp:attachment":[{"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/media?parent=313745"}],"wp:term":[{"taxonomy":"plugin_section","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_section?post=313745"},{"taxonomy":"plugin_tags","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_tags?post=313745"},{"taxonomy":"plugin_category","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_category?post=313745"},{"taxonomy":"plugin_contributors","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_contributors?post=313745"},{"taxonomy":"plugin_business_model","embeddable":true,"href":"https:\/\/wordpress.org\/plugins\/wp-json\/wp\/v2\/plugin_business_model?post=313745"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}