Home service software
built for the field.

Stop walking properties with a wheel. Drop a pin on any address, draw the area with your finger, and QuoteIQ calculates square footage, linear footage, and roof pitch from real satellite imagery. Use the measurements to prepare your estimate before making a site visit. The measurement tools sit alongside your price book and estimating workflow.

"QuoteIQ's MapMeasure Pro streamlines remote quoting, enhancing efficiency and accuracy for pressure washing businesses."

CarltonAshleyw · App Store

Embed a self-quoting widget on your website. Homeowners enter their address, pick their service, and get a real number — instantly. They can pay a deposit and book the job on the spot. The customer-facing flow uses your services and pricing, giving your website a direct path from interest to a quote request.

"I recently began using this program for my service business, the instaquote and mapping tool are invaluable."

Mark Drye · App Store

The bread and butter of any service business. Build detailed quotes with line items, descriptions, photos, terms, and customer-facing notes. Send via text or email, get notified the moment they open it, and accept digital signatures right on the spot. Your branding, your tone, your professional first impression.

Present customers with multiple service tiers side-by-side: basic, recommended, premium. Make the difference in scope and price clear, then let the customer choose the option that fits the property, budget, and work they want.

Build your service packages once, use them forever. Pressure-washing combo, full window package, monthly maintenance bundle — whatever your standard offerings are. When a customer asks for the "Full Exterior Refresh," it's two taps to drop the full bundle into a quote.

No printing. No scanning. No "I'll get back to you on Monday." Turn on Require signature to accept and send the estimate. Your customer signs with a finger and taps Accept, and the signed estimate moves to Accepted in your estimates list.

Upload a contract, place the signature, initials and date boxes, and send the link. Your customer confirms their email, sets up a signature once, taps through each box, and downloads their signed copy the moment they finish.

Homeowners pick a time slot you've already made available, enter their info, and confirm. The job lands in your calendar with their address, contact info, and service notes attached. No phone tag. No "we'll get back to you within 24 hours." The booking happens at 10pm on a Saturday and you wake up to it on Monday.

"InstaSchedule simplifies client bookings, optimizing time management and service delivery in lawn care operations."

Simpkins Abbey · App Store

The calendar your whole operation runs on. Drag jobs between days, between crew members, between trucks. See everyone's availability at a glance. Auto-sends appointment reminders to customers 24 hours before — fewer no-shows, less wasted gas, more revenue per route.

Plan the day’s stops by drive time and keep the next job’s address close at hand. Route Optimization helps dispatchers organize service routes without manually comparing every possible stop order. Pair it with scheduling and crew visibility to manage recurring routes and changing workdays.

"The customer tracking ensures repeat work, and the route optimization saves fuel and time."

Quick_Gilbertl · App Store

Take photos through the QuoteIQ app and they auto-attach to the customer record. Tagged, organized, searchable. Before-work and after-work photos sit side by side on the invoice. Use the photos to document conditions, explain the scope, share progress, and show completed work. Keep actual before-and-after job photos with the customer history your team uses every day.

Open Before & After in QuoteIQ Cam, pick the before photo and the after photo from the job, and choose the layout. QuoteIQ Cam builds the before and after image for you to preview, then you save it in QuoteIQ Cam or to your camera roll. These are your real job photos; Before/After AI is the separate tool that generates a preview of finished work.

Build the inspection form once — roof pitch, equipment condition, surface measurements, whatever your trade needs to capture. Crews fill it out on-site through the mobile app, attach photos to each checkpoint, and the completed report saves automatically to the customer record. Use it to upsell, document, or prove the job was done right.

Five modules — Products, Locations, Suppliers, Orders, Transactions — that track every roll of plastic sheeting, every gallon of chem mix, every replacement part across your warehouse, every truck, and every job site. Set reorder thresholds and get alerts before you run out. Stop guessing what's on Truck 2 right now.

A real business phone number with calling, texting, and voicemail — built into QuoteIQ. Every call, text, and voicemail to and from every customer lives in one searchable thread, linked to the customer record. Your personal phone stops being your business phone. When employees leave, your customer relationships don't walk out the door with them — the entire conversation history stays in the business.

The HR side of your business. Add new hires, set their roles and permissions, track their schedules, pull payroll-ready timesheets at the end of every pay period. Keep team administration connected to the jobs and customers in QuoteIQ, with access appropriate to each role.

Crews clock in when they start a job, clock out when they leave. Time gets tagged to the specific job — not just the day. Combined with Job Costing, you finally know which jobs are actually profitable and which crews are bleeding hours. The reporting alone changes which jobs you bid on next.

Not everyone needs to see everything. Dispatchers see the calendar but not the financials. Techs see their assigned jobs but not customer pricing history. Admins see it all. Lock down what each role can view and edit — protects your data, simplifies onboarding, and reduces "I accidentally deleted that" disasters.

Stop assigning jobs one technician at a time. Build named crews — "North Side Team," "Roof Crew A," "Saturday Storm Cleanup" — then drag the whole crew onto a job in one move. Every member gets the schedule, address, customer notes, and crew lead automatically. Reassign on the fly when someone calls out. Built for multi-truck operations that need real dispatching, not just individual employee scheduling. Available on the Max plan.

Live map view of every crew member during their workday. See arrival times, departure times, and how long jobs actually took versus how long they were quoted for. When a customer calls asking where the truck is, you have the answer in two seconds.

For contractors running sales teams: see real numbers per rep. Quotes sent, jobs won, average deal size, close rate, total revenue generated this month vs last. Sort by who's carrying the team and who needs coaching. Set commission tiers and watch them auto-calculate against each rep's closed revenue. Every estimate and invoice is tagged with the creator's initials for instant attribution. Available on the Max plan.

Stop running your operation through WhatsApp groups and personal texts. Team Communication is in-app chat for your crew — direct messages, crew groups, job-specific threads. Photos and notes attach to the job record automatically, so when someone asks "what did we do at the Hendrickson house last spring," the answer is searchable instead of buried in someone's phone. When employees leave, the conversation history stays with the business.

Convert any accepted quote into a final invoice with one tap. Send by text and email simultaneously. Customers can open the invoice and pay from their phone. Auto-reminders go out to anyone who doesn't pay within your set window — no more chasing money.

Offer customers supported card and bank-payment options. Credit card via mobile reader, customer-tapped on their own phone, ACH bank transfer with lower fees on big jobs, or a payment link sent in a follow-up text. Keep payment records connected to the customer, job, and invoice. Available methods, fees, and payout timing depend on the payment setup.

Total Price minus Labor minus Materials minus Expenses equals Profit. Per job. Every job. See exactly which work types are making you money and which ones are quietly bleeding the business. Use the results to review pricing, material costs, labor hours, and the types of work you want more of.

Invoices created in QuoteIQ flow into QuickBooks Online automatically. Payments collected in QuoteIQ post to QuickBooks the same day, so your books stay current without manual entry. Customer records stay matched. Use the supported integration and export options to keep accounting work connected to the invoices and payments your business creates.

Revenue this month vs last. Which lead sources are converting and which are wasting your ad spend. Tech-by-tech sales performance. Top customers by lifetime value. Use the dashboard to answer how the business is performing, then filter and drill into the metrics that matter for your next decision.

If you run monthly lawn maintenance, weekly pool service, or quarterly pest treatments — Mass Invoicing is the feature that buys back your Sunday evening. Filter recurring customers by service plan, generate every invoice at once, send them all simultaneously by text and email. Keep repeat billing organized without rebuilding the same customer’s details for every invoice.

Tap the mic button and tell QuoteIQ what to do. "Pull up Sarah Johnson's last invoice." "Move the Hendricks job to next Tuesday at 2pm." "Text the Chens that we're 10 minutes out." AI Autopilot has access to 35+ CRM actions — voice or text — so the work that used to take 6 taps takes one sentence.

Where AI Autopilot runs the whole CRM, AI Copilot lives inside the estimate and invoice editors. Tap the mic and say "add roof soft-wash at $380 as an optional add-on" or "apply 10% loyalty discount and write a thank-you note" — Copilot executes the edit on the document in front of you in seconds. Quick-action cards cover the six most common edits: Add Service, Set Discount, Change Tax, Draft Client Message, Add Deposit, Mark as Optional. Use voice or text to revise the document in front of you. AI usage is managed through IQ Credits; check current pricing for allowances.

Point your phone at the work, tell QuoteIQ what service you're quoting, and AI Estimator pulls from your price book to draft a complete quote — line items, labor, markup, and total — before you walk back to the truck. Use it as-is or edit before sending. Built for contractors who'd rather quote from the driveway than the office.

While you're on a roof or under a sink, Virtual Call Team picks up. It greets the caller by your company name, qualifies the lead, books the appointment directly into your QuoteIQ calendar, and texts you the summary. Your team gets the context to follow up while customer information stays inside the same platform you use for estimates and scheduling.

Take one photo of the dirty siding, the stained driveway, or the algae-covered roof. Before/After AI generates a realistic "after" image — clean, new, finished — that gets attached to your quote automatically. Use the generated visual to explain the proposed work. It is a preview of the intended result, separate from the actual job photos you capture with QuoteIQ Cam.

Stop staring at a blinking cursor wondering what to write. AI Text Generator drafts professional quote line-item descriptions, customer follow-up messages, review request texts, and campaign copy — in your tone, with your service details — in seconds. Edit if you want, send as-is if it's already perfect.

Job marked paid. QuoteIQ texts the customer a one-tap link to leave a Google review. If they hesitate, an automated nudge follows up. The core workflow brings the customer to your Google Business Profile after invoice payment, when the completed job is fresh in their mind. Add email and text follow-ups, reach past customers, and use Virtual Call Team for review-request calls.

"Review Multiplier automates five‑star review requests post‑payment; Clients leave reviews without being asked, boosting reputation and trust effortlessly."

elwandalipscomby · App Store

A new review on your Google Business Profile sends you a notification. Open it in QuoteIQ, tap Draft with AI, edit the reply, and post it to your profile without opening Google. Google Reviews is available on Beginner and up.

Filter your customer list by industry, last service date, or location. Write the message once. Hit send. Mass Campaigns reaches your full book of business by text and email in under a minute — no Mailchimp, no Twilio, no separate marketing platform. Built for seasonal promos, weather-triggered outreach, and "we have a Friday opening" sends.

Build "if this happens, send this" sequences. Quote not signed in 3 days? Auto-send a follow-up text. Customer hasn't booked service in 90 days? Auto-send a win-back email with a small discount. Marketing automation that used to require Mailchimp, ActiveCampaign, or Klaviyo — built in.

Drag leads through your stages: New → Quoted → Followed Up → Closed. Each card shows the deal value, last contact date, and probability. Forecast revenue from your open pipeline. See which leads are going cold before they die. Most CRMs require a separate sales tool — QuoteIQ has Kanban-style pipeline management built in.

Tell the AI about your business and your services. It writes the copy, picks the design, and ships you a professional contractor website with your InstaQuote widget already embedded. No web designer fees, no monthly Wix bill, no waiting weeks for revisions. Check the current plans for website access, included usage, and any additional charges.