The settings page lives at Estimators → Settings. It is organized into tabs: General is what every site uses, and Pro adds Connectivity and Communications tabs for its features.
This page covers the General tab (Lite). For Pro-only fields, see the Pro Features documentation.
General Tab — Identity Fields
These four fields control what your customers see in emails.
From Name
The sender name on every outgoing estimate email. This is what appears in the inbox sender column.
Example: Acme Lawn Care
If you leave it blank, the plugin uses your WordPress site title as a fallback.
From Email
The address mail appears to come from, and the address customers reply to.
Example: estimates@acmelawn.com
This must live on a domain you control. Do not use a free Gmail/Yahoo/Outlook address here. Major inbox providers reject mail where the From address claims to be a free provider but is sent from somewhere else (your hosting server). See the Email Deliverability guide for the full reasoning.
Owner Alert Email
Where you want lead notifications to arrive. Can be the same as From Email, or a different address (e.g., send From estimates@, alerts go to owner@).
If left blank, the plugin uses your WordPress admin email.
Business Phone
Optional. If filled, this appears in the customer estimate receipt as a “Questions? Call us at (555) 123-4567” line, with a tappable tel: link on mobile devices.
Format however you want — (555) 123-4567, 555.123.4567, +1 555 123 4567 all work. The plugin strips formatting characters when generating the mobile tap link.
Leave blank to omit the phone line entirely from receipts.
General Tab — Email Automation
Two toggles control whether emails fire at all.
Customer Receipt
When enabled (the default), every successful lead submission triggers a receipt email to the customer with their estimate summary. They get an immediate confirmation that their request was received.
Turn this off if you would rather contact every customer manually before sending any email.
Owner Alert Email
When enabled (the default), every new lead triggers an alert email to the Owner Alert Email above. Includes the lead’s contact info, score, total, and breakdown.
Turn this off if you would rather work leads purely from the in-WordPress dashboard.
Saving
Click Save Changes at the bottom of the page. Settings are stored as WordPress options (ax_ prefix) and persist across plugin deactivations. They are cleared only if you fully uninstall the plugin.
Pro Tabs (When Pro is Active)
If you have ApproxIt Pro installed and activated, you will see two additional tabs:
Connectivity
- Google Maps API Key — Enables satellite-map polygon drawing for area-based services.
- Google Gemini API Key — Enables AI photo analysis, property intelligence, and semantic lead scoring.
Both use a bring-your-own-key model. You sign up at Google, get a key, and paste it in. Usage is billed by Google directly to your account.
Communications
- Business Context — A free-text description of your business that grounds the AI features. Include your location, specialties, and any tone preferences. The more detail, the better Pro’s AI features perform.
- SendGrid API Key — Enables signed transactional email delivery via SendGrid’s infrastructure, bypassing the deliverability issues of
wp_mail(). SendGrid’s free tier covers 100 emails/day. - Twilio SID / Token / From — Enables SMS owner alerts on every new lead, plus optional 30-minute follow-up nudge SMS to customers who do not get a quick response.
- SMS / Nudge / Abandoned Toggles — Turn each Pro notification path on or off independently.
What Happens on Uninstall
Deleting the plugin (not just deactivating) clears every setting via uninstall.php:
- All
ax_options including the ones documented here. - All estimator and lead post records and their meta.
- All
ax_transients (rate limits, throttles).
Deactivating without deleting preserves everything for when you reactivate.