This guide with show you how to set up a conveyancing quote calculator in Hoowla.

The conveyancing quote calculator gives you complete control over the instant conveyancing quotes that are generated by Hoowla.

Quick tip: If you would like to view this guide in a video format, click here.

We will cover;

How to create a new quote calculator

Additional options

HOW TO SET UP A CONVEYANCING QUOTE CALCULATOR

 

How to create a new quote calculator

Click the Setup link next to your name.

 

Click the Quote Calculator box.

Note: if you cannot see the quote calculator button you may not have the correct permissions on your Hoowla account. You will need to be a branch manager or owner to access this.

You will then see a page like this

 

 

To set up your first quote calculator click on Create One or Create Quote Calculator.

Step 1 – Naming your Calculator

Enter a name for your quote calculator, select an owner for the calculator and the type (i.e. residential or commercial) then click the Save button.

Step 2 – Settings

The first part of this page allows you to adjust the settings of your calculator.

There are further options available if you click the Show Advanced Options button

this displays

Step 3 – Prices

This is where you set your fees, supplements and disbursements.

Note: Land Registry, Stamp Duty and VAT charges will be auto-calculated for you by Hoowla. This setting can be switched off in the Advanced section. To do this then follow this guide.

Tip: We recommend clicking the Save button after you edit each transaction type. Hoowla will return you to the calculator list, just click on the Edit button to continue editing.

 

Additional Options

There are additional options available on each item:

Free = the item will appear on the quote as being free

N/A for Joint Quotes = this item will not be shown on a sale and purchase quote

Per Individual = this item will be applied for each individual, for example, an ID check

Variable = when ticked, a further button is displayed:

which allows you to set variable rates: