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Every piece of text families see in your estimator is customisable. From the greeting message to the disclaimer at the bottom of the estimate, you control the words. This lets you keep your voice consistent — warm, clear, and true to your business. To update your text and wording, go to Estimator → Text & Wording.

Key text fields

Greeting message

The first thing families see when they open your estimator. It sets the tone for the whole experience — keep it warm and brief. Example: “We’re here to help you understand the costs involved, at your own pace and without any pressure.”

Service type prompt

The instruction that appears above the service type selection on the opening screen. It’s a simple prompt to help families take that first step. Example: “What type of service are you considering?”

Category descriptions

Each category in your estimator — such as Casket, Venue, or Catering — can have its own short description that appears above the options. This is a good place to briefly explain what the category covers, or offer a reassuring note. Example for Caskets: “We offer a range of caskets to suit every preference and budget. Pricing is for the casket only — your funeral director can talk you through each option in more detail.”

Estimate introduction

Text shown at the top of the estimate summary screen, before the itemised cost breakdown. Families arrive here after making their selections, so this is a good place for a reassuring message. Example: “Here’s a personalised estimate based on the options you’ve chosen. All prices are indicative — your funeral director will confirm the final figures with you.”

Disclaimer

Appears at the bottom of every estimate. This is important for managing expectations and making clear that the estimate is a guide, not a binding commitment. Default: “This is an indicative estimate only and may vary based on your specific requirements. Please contact us to discuss your needs.”
The disclaimer is pre-filled with a sensible default. You should review it with your team or your professional association to make sure it reflects your business’s requirements.

Tips for writing good estimator copy

Getting the words right makes a real difference. A few principles to keep in mind: Keep it brief. Families are scanning for information, not reading essays. Aim for one or two sentences in most fields. If you find yourself writing a paragraph, cut it in half. Be reassuring. This is a stressful time for the families using your estimator. Gentle, plain language — “we’re here to help” rather than “please complete the form below” — makes the experience feel less clinical. Use “estimate” not “quote”. An estimate is a guide; a quote implies a firm commitment. Keeping this language consistent throughout your estimator sets the right expectations from the start. Avoid industry jargon. Write for someone who has never arranged a funeral before. “Professional services” is clearer than “first call and embalming fees”. “Cemetery costs” is clearer than “third-party disbursements”. Write in your voice. If your business is warm and informal, let that come through. If you’re more formal and traditional, that’s fine too. The estimator should feel like it came from your team, not a generic template.
Read your copy out loud before you save it. If it sounds like something you’d actually say to a family sitting across from you, it’s probably right.