R3 — Label every published estimate as an estimate, and show its vintage prominently
Rule
Rule: Every customer-facing calculator result must be (a) prominently labelled as an estimate, not a quote; (b) accompanied by the date and inputs the figure was based on; (c) accompanied by a one-line statement of what the estimate does not include.
Why: Labelling is the central legal defence (Estimate vs quotation — the legal distinction and why "it's just an estimate" may not save you); courts assess estimate-vs-quote objectively, but unambiguous labelling and visible vintage both work for the defendant. Vintage protects against the staleness failure mode (Solar incentives can change daily — unmaintained solar calculators actively mislead). The Zillow Zestimate case (Zillow Zestimate published error rates — ~1.9% on-market, ~7.5% off-market; lawsuits; 7th Circuit 2019 sided with Zillow partly because "estimate" was clearly labelled) is the worked example: the courts sided with Zillow partly because the figure was always called an estimate, not an appraisal.
How to apply:
- Every result page shows the label "Estimate" near the number, not buried in fine print.
- Every result page shows the input-date and the assumption set.
- One sentence at minimum on what the estimate excludes (taxes, site assessment, scope changes, etc).
Related entries
Depends on
- reference Estimate vs quotation — the legal distinction and why "it's just an estimate" may not save you
- reference A detailed online estimate with no reasonable basis can expose you to misrepresentation or negligence — even when labelled "estimate"
- reference Solar.com plainly states its calculator "is based on assumptions and does not represent a binding solar quote"
- reference Solar incentives can change daily — unmaintained solar calculators actively mislead
Referenced by (4)
- reference Research brief: customer-facing calculators & tools for SMBs — the honest case (June 2026) relates-to
- reference Article (draft): A calculator can win you work — or quietly cost you the deal relates-to
- rule R6 — Every published number gets a label (what it is) and a vintage (how fresh); the Zestimate defence depends on it relates-to
- rule R8 — The tool's number IS the buyer's anchor; sales must be ready to MEET OR EXPLAIN it — bait-and-switch destroys the trust the mechanism case earns relates-to