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CleanQuote Getting Started Guide

Quick path from sign-up to your first embedded quote widget.

1. Sign up

  • Go to CleanQuote (or your production URL).
  • Click Get started / Subscribe and complete checkout (Stripe).
  • You'll receive an email to set your password (from CleanQuote or your Resend address).

2. Set your password

  • Open the email and click Set password (or the link in the email).
  • Choose a strong password and confirm.
  • You'll be signed in and redirected to your Dashboard.

3. Your first quoting tool

  • In the Dashboard you'll see your organization and a default tool (or "Quote form").
  • To create another tool: use Add tool (or equivalent) and give it a name and slug (e.g. my-cleaning-quote).
  • Configure the tool:
    • Pricing: Create pricing structures under Dashboard → Pricing; assign one to this tool in Tool → Settings → Pricing Structure.
    • Form / survey: Adjust questions and fields if needed.
    • CRM (optional): Connect your CRM in Settings → HighLevel Integration (one per org); then set pipelines, calendars, tags, and webhooks per tool in Tool Settings → Advanced Configuration.
    • Service area (optional): Add areas under Dashboard → Service areas (ZIP code or draw/upload KML); assign to the tool in Tool Settings → Service Area(s).

Your quote form URL will look like:

https://www.cleanquote.io/t/{your-org-slug}/{tool-slug}

Example: https://www.cleanquote.io/t/acme-cleaning/default

4. Embed the widget on your site

Option A – iframe (simplest)

Add this to your website where you want the quote form:

<iframe
  src="https://www.cleanquote.io/t/{your-org-slug}/{tool-slug}"
  title="Get Your Quote"
  width="100%"
  height="800"
  frameborder="0"
  style="border: none; max-width: 600px;"
></iframe>

Replace {your-org-slug} and {tool-slug} with your actual org and tool slugs (see the Dashboard or the form URL).

Option B – direct link

Link a button or text to the form URL:

https://www.cleanquote.io/t/{your-org-slug}/{tool-slug}

Optional: Add UTM parameters for tracking, e.g. .../default?utm_source=website&utm_medium=homepage

5. Test the flow

  1. Open your embed or form URL in an incognito/private window.
  2. Fill out the form and submit a quote.
  3. Confirm you receive the quote (and, if GHL is connected, that the contact/opportunity appears in GHL).

Troubleshooting

If you see a Dashboard error when opening a dashboard page (e.g. Pricing, Tools, Settings), the screen now shows the actual error message in a grey box. Use Try again for temporary issues (e.g. network). If the message mentions missing environment variables or Supabase, check your Vercel environment variables and Supabase configuration (see your deployment docs or docs/setup/ENVIRONMENT_VARIABLES.md in the repo).

Support

Need help? Use the "Help" or "Contact" link in the dashboard, or refer to the other setup guides.

Last updated: February 2026

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