SwiftReporter

Quote Calculator

Quote Calculator

SwiftReporter Quote Calculator with a live fee estimate

Use Quote Calculator to create a standalone fee estimate from property, travel, workload, and saved inspection-type rate profiles. Estimates do not create or attach appointments, inspections, invoices, or saved quote records.

For a quick public fee estimate without signing in, try the free Home Inspection Fee Calculator.

Open Quote Calculator

Open Tools from the sidebar, then select Quote Calculator. If you are an organization owner or admin, you may see an Inspector selector for choosing whose rate profiles to use. Members use their own profiles.

Select and manage a rate profile

Under Quote setup, select an Inspection type profile. Use the settings gear (Open inspection type settings) to create, rename, delete, or edit profiles and their rate factors. Save changes before leaving profile settings.

Inspection type rate profile settings in the Quote Calculator

Enter property details

Set the inputs that apply to the job:

  • Units: Choose Imperial or Metric. Switching units converts the property size and distance so the physical values and estimate stay consistent.
  • Property size: Enter the property area.
  • Property age: Enter its age in years.
  • Distance: Enter the travel distance.
  • Property ZIP: Optional. Used when a rate profile has lean area pricing modifiers.
  • Workload: Choose the expected workload.

Lean area pricing modifiers

Area modifiers raise or lower a quote for a ZIP, a ZIP prefix, or a radius around the job. They apply after base, size, distance, and age, and before workload. They are included with All-in-One / Teams. They are not a separate purchase.

  1. Open Tools, then Quote Calculator.
  2. Under Quote setup, select the Inspection type.
  3. Click the settings gear (Open inspection type settings).
  4. Click Add modifier.
  5. Set Match type to ZIP prefix, ZIP, or Radius (mi).
  6. Enter Match value (for example 787) or Radius miles (for example 25).
  7. Set Adjustment to Flat ($) or Percent (%), then enter Amount.
  8. Save the profile before you leave settings.

On the calculator, enter Property ZIP when the modifier matches a ZIP or ZIP prefix. When a modifier matches, the estimate shows an Area adjustment line. You can add up to 50 modifiers on one profile.

Review the estimate

The itemized estimate updates live as inputs change and displays amounts to two decimal places. When an area modifier matches the ZIP, the breakdown shows an Area adjustment line. Select How it works to review the calculation methodology. The result remains on screen only and is not saved or linked to another record.

Rate profiles belong to the selected inspector. When an owner or admin selects a different inspector, the calculator loads that inspector’s profiles—or a default profile when none exist—instead of keeping the previous inspector’s rates.

Troubleshooting

  • No meaningful estimate or no profiles: Open inspection type settings and create a profile with rate factors. If you selected another inspector, confirm you are editing that inspector’s profiles.
  • Unsaved profile changes: Save or discard edits before leaving the settings panel.

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