March 2025 SkyQuote Updates

InstaQuote 2.0, Analytics, Exports, Dashboard Improvements, Internal Notes, and more

March 2025 Updates

InstaQuote 2.0

Exciting updates to our popular InstaQuote tool! Improvements include:

  • Improved look and feel
  • Advanced mode allows for more roof imagery and enhanced product descriptions
  • Catalog templates for Malarkey & GAF with more coming soon
  • Simplified contact form

We are out of Beta

Billing is now setup. Features include:

  • Current users get a 30 day trial as do new users
  • A new billing section is available to admins under setting
  • Team members are only charged if they use scheduling which is also managed on the billing page
  • Complete billing history

Analytics

We've added Analytics to SkyQuote! Analytics is new dashboard that shows interesting statistics about your Appointments, InstaQuote Leads, and Contact Form leads. Features include:

  • Quick trend graph of performance over a given time period
  • Breakdown of total appointments, InstaQuote leads, and contact form leads
  • Quick view of the various status state for appointments and leads
  • See your popular Appointment types
  • Breakdown of when your customers are registering for appointments or submitting leads

Appointment Dashboard

The Appointments Dashboard has improved filtering. Improvements include:

  • Team owners and admins can now see all the appointments for the company or a particular team member
  • When appointments appear for multiple team members an assigned to label appears in the appointment card
  • Improved search functionality which also takes all filters into account
  • Combined all statuses into a single simple drop-down
  • Improved performance

Exports

Admins can now export leads. Features include:

  • Export Instaquote leads to CSV files
  • Export Contact Form leads to CSV files
  • Contact Form Lead Exports are by form type as forms have different information collection
  • Export is under Settings for Admin users

Internal notes

We've extended internal notes capabilites so that you can record notes about your customer. These notes are not visible to customers. Improvements include:

  • Add internal notes on appointments
  • Add internal notes on clients
  • Internal notes for appointments and leads are visible on client page

Setup

We've been working on hard on simplifying first time setup and changing company info. Improvements include:

  • First-time setup wizard for new users creating accounts
  • Updated Company Info page that uses a simple wizard for updating company information
  • Leveraging Google Place information to simplify company setup and reviews setup
  • Defaulting timezone to your browser's timezone