I need to create an instant online estimate form

  • lauraregine
    Asked on May 4, 2016 at 12:41 PM

    Hi,

    I need a pretty simple calculator to provide prospective customers an instant quote for tree services. I have attached more info on the form requirements.  The results of the inputs are based on US dollar.
    Thanks.

    Jotform Thread 832583 Screenshot
  • Welvin Support Team Lead
    Replied on May 4, 2016 at 1:37 PM

    I've created this sample form: https://form.jotform.com/61245363580959. You'll see the textbox and the checkbox fields. 

    The textbox is an input field. The checkbox options have a calculation value of 3. Here's how you can add that: https://www.jotform.com/help/301-How-to-Assign-Calculation-Value

    The calculation is the total of the textbox multiplied by the checkbox field:

    I need to create an instant online estimate form Image 1 Screenshot 20

    https://www.jotform.com/help/259-How-to-perform-calculation-in-the-form 

    Let us know if you need further assistance on this.

  • lauraregine
    Replied on May 4, 2016 at 2:15 PM

    Wow....okay...I'll see if I can figure it out.  You make it look so easy.  Another thing, I want to capture prospects contact info, is there a way to make them do that BEFORE they get to use the estimate calculator?

  • Welvin Support Team Lead
    Replied on May 4, 2016 at 2:30 PM

    You can clone the form for you to see the properties, here's how: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL.

    As for the contact info, you can make the fields as required so your prospects can't skip:

    I need to create an instant online estimate form Image 1 Screenshot 20

    You can also add a pagebreak in the form and put the calculator on the second page. Here's our guide for multi page forms: https://www.jotform.com/help/119-How-to-Create-Multi-Page-Forms. But still, you have to make the contact info fields as required. 

  • lauraregine
    Replied on May 20, 2016 at 12:08 PM

    Hi...wow, thanks for your help.  I got most of it done right, but had another estimate field I added but can't figure out how to make the value work so it calculates correctly.

  • Kiran Support Team Lead
    Replied on May 20, 2016 at 1:00 PM

    Are you referring to the option added to the checkbox?

    I need to create an instant online estimate form Image 1 Screenshot 30

    If so, you may add the calculation value to the option from the field properties.

    I need to create an instant online estimate form Image 2 Screenshot 41

    Please refer to the guide below that can help you in assigning calculation values to the options.

    http://www.jotform.com/help/301-How-to-Assign-Calculation-Value

    Hope this information helps! 

  • lauraregine
    Replied on May 20, 2016 at 1:14 PM

    I added one of the fields, I think the Haul Away, but when I add the last entry, it multiplies too much.

  • Kiran Support Team Lead
    Replied on May 20, 2016 at 1:21 PM

    This is because there are only 4 calculation values set in the field properties whereas you have 4 options in the checkbox. Please see the screencast below that can help you in adding the calculation value to the checkbox options.

    I need to create an instant online estimate form Image 1 Screenshot 20

    Hope this information helps! 

     

  • lauraregine
    Replied on May 20, 2016 at 7:21 PM

    Thanks...I think I got it.  Also, what I need to have happen is the name/email/phone gets submitted BEFORE they can get the calculator.  How can I make that happen?

  • liyam
    Replied on May 20, 2016 at 10:06 PM

    Hello,

    You will have to have two different forms, one that handles the name/email/phone and the other one that handles the calculation. But this means you will have different submissions pages and this will be completely separate. If this is what you want, you can just set the Thank You URL of the first form going to the next one. This user guide will tell you the steps on how to set your Thank you page to your preferred URL (such as going to the next form): https://www.jotform.com/help/38-Redirecting-Users-to-a-Different-Page

    But if what you want is to simply separate the page, you can just add a page break element in your form. This will make it appear that you have different pages for your name/email/phone and another page for your calculation. This user guide will provide more detailed information regarding Page breaks: https://www.jotform.com/help/119-How-to-Create-Multi-Page-Forms

    If you have further questions, please do let us know.

    Thanks.