Holiday Lights Estimates

Design holiday lighting proposals with the visual builder, zone mapping, and contract pricing.

Intermediateownersales repUpdated 2026-03-08

Holiday Lights Estimates

The holiday lights estimator combines visual design tools with automated pricing. You trace gutter lines on satellite or street view imagery, assign lighting zones, and generate a proposal with installation, materials, and removal costs.


Step 1 -- Customer & Property

Enter the customer and property information.

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Step 1 showing customer type selector and client details form

Customer Type

Select Residential or Commercial at the top of the form. This determines the pricing tier and proposal template.

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Residential/Commercial toggle at the top of the form

Client Details

Search for an existing client or enter new information.

FieldDescription
Customer NameFull name of the homeowner or business contact
EmailFor proposal delivery
PhoneFor SMS delivery
AddressGoogle Places autocomplete
City / State / ZIPAuto-filled from address selection
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Client details form with address autocomplete dropdown visible

Click Next to continue.


Step 2 -- Design & Quote

This step has three tabs: Design Canvas, Bundle, and Quote Preview.

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Step 2 tab bar showing Design Canvas, Bundle, and Quote Preview tabs

Tab 1 -- Design Canvas

The design canvas is where you trace light lines and define zones on the property.

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Full design canvas view with satellite imagery, drawing tools on the left, and design summary on the right

Canvas Views

The left panel has three canvas tabs:

TabWhat It Shows
SatelliteAerial view of the property from above
Street ViewGround-level view of the front of the property
Property PhotoUpload a customer photo of the home

Switch between tabs to trace lines from different angles.

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Canvas tab switcher showing Satellite, Street View, and Property Photo tabs

Drawing Tools

Use the drawing tools to trace gutter lines, mark zones, and place light positions on the canvas.

  • Gutter Line Tool -- click to place points along the roofline. The system measures the total linear footage.
  • Zone Tool -- draw enclosed areas for accent lighting, bushes, or ground features.
  • Light Placement -- mark individual fixture locations for spotlights or ground stakes.
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Gutter line being traced along a roofline on the satellite view with measurement labels

Color Picker

Select the light color for each line or zone. Options include:

  • Warm white
  • Cool white
  • Multi-color
  • Red
  • Green
  • Blue
  • Custom (enter hex code)
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Color picker expanded showing warm white, cool white, multi-color, and individual color options

AI Measurement

Click Measure with AI to let the system estimate linear footage from a property photo. Upload a clear photo of the home, and the AI traces the gutter lines and returns measurements.

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Measure with AI button and the resulting auto-traced gutter lines on a property photo

AI measurement works best with:

  • Clear, well-lit photos
  • Unobstructed views of the roofline
  • Standard residential architecture

For complex rooflines, trace manually for better accuracy.

Design Summary Panel

The right panel updates in real time as you draw. It shows:

MetricDescription
Linear FeetTotal length of all traced lines
ZonesNumber of defined lighting zones
Color BreakdownFootage per color selection
Mini Light StrandsNumber of strands needed (calculated from linear feet)
Roof PitchFlat, Standard, or Steep -- affects installation pricing
Unit Price per FootYour configured rate
SubtotalLinear feet multiplied by unit price
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Design summary panel showing linear feet, zones, color breakdown, strands, roof pitch, and subtotal

Tab 2 -- Bundle

Link the holiday lights estimate to an existing power wash estimate for combined pricing.

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Bundle tab showing the option to link a power wash estimate and the calculated bundle savings

How Bundling Works

  1. Select an existing power wash estimate for the same customer. The system searches by customer name and address.
  2. The combined price appears with the bundle discount applied.
  3. Enter the Bundle Discount amount (percentage or dollar value).

Bundling a power wash with holiday lights increases the average ticket value and gives the customer a reason to book both services at once.

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Bundle discount field with percentage applied and the updated combined total

Tab 3 -- Quote Preview

The quote preview shows exactly what the customer will see.

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Quote preview tab showing the full estimate with customer info, design details, and pricing

Customer Info

Name, email, phone, and property address.

Design Details

  • Linear feet
  • Number of zones
  • Colors used
  • Roof pitch

Pricing Breakdown

Line ItemDescription
InstallationPer-foot rate multiplied by total linear feet
Mini LightsCost of light strands
RemovalIncluded if a 3-year contract is selected
SubtotalBefore discount and tax
Bundle DiscountApplied if a power wash is linked
TaxBased on your configured tax rate
TotalFinal price
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Pricing breakdown table showing installation, lights, removal, subtotal, bundle discount, tax, and total

Contract Term

Select between two options:

  • 1-Year Contract -- single-season installation and removal.
  • 3-Year Contract -- locked pricing for three seasons. Removal costs are included in the annual price.
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Contract term radio buttons showing 1-Year and 3-Year options with price comparison

Proposal Media

Attach visual materials to the proposal:

  • Photos -- property photos used during the design.
  • Mockups -- renderings of the home with lights applied.
  • Installation Blueprints -- annotated diagrams for the install crew.

The customer sees these attachments when they open the proposal link.

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Proposal media section showing attached photos, a mockup rendering, and an installation blueprint

Saving and Sending

The same action buttons appear at the bottom of the screen regardless of which tab is active.

ButtonWhat It Does
Save DraftSaves the estimate without sending
Preview PDFOpens a PDF preview of the full proposal
Send EstimateOpens the send modal
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Action buttons at the bottom -- Save Draft, Preview PDF, Send Estimate

Send Modal

Click Send Estimate to open the send modal. Choose a delivery method:

  • Email only
  • SMS only
  • Both

The subject line and message body are pre-filled. Edit them if needed. For SMS, the character counter shows your message length against the 160-character limit.

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Send modal with delivery method toggle, pre-filled message, and character counter

Click Send. The estimate status changes from Draft to Sent.


Tips

  • Use the satellite view to trace gutter lines accurately. The overhead angle gives the clearest picture of the full roofline.
  • AI measurement works best with clear property photos taken during the day. Avoid photos with heavy shadows or tree cover blocking the roofline.
  • 3-year contracts include removal pricing in the estimate. This simplifies the proposal for the customer and locks in recurring revenue.
  • Bundle with a power wash for a higher ticket value. Customers who are already spending on holiday lights are good candidates for a fall cleaning package.

Troubleshooting

AI measurement returned inaccurate results

The AI works best on standard rooflines with clear photos. For L-shaped homes, complex dormers, or multi-level roofs, trace manually using the gutter line tool. You can combine AI-traced lines with manual adjustments.

Colors do not match the design summary

Make sure you select the color before drawing each line segment. If you need to change a color after drawing, select the line on the canvas and use the color picker to update it.

Bundle discount is not applying

Confirm that the linked power wash estimate belongs to the same customer (matched by name and address). The bundle discount only applies when both estimates are active and not already sent.

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