User Guide

Everything you need to install, configure, and run ApproxIt on your WordPress site. If you’re new, start at Quick Start. The rest of the guide is reference material you can dip into whenever you need it.

Quick StartInstall, build your first estimator, embed it, generate your first lead.
Building EstimatorsServices, pricing types, add-ons, packages, project questions, templates.
Embedding on Your SiteThe Gutenberg block, the shortcode, theme integration, multi-estimator setups.
Managing LeadsDashboard, score tiers, status pipeline, notes, exports.
Settings & NotificationsFrom identity, owner alerts, business phone, email automation toggles.
Email DeliverabilityWhy estimate emails land in spam and how to make sure they don’t.
Pro FeaturesWhat ApproxIt Pro adds — maps, AI, SMS, signed email delivery.