Field Service Management Software
for Home Service Contractors

Standard Estimates. Full line-item quotes with photos, terms, and digital signature capture.

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.

Options Estimates. Show good/better/best pricing tiers — let customers pick their package.

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.

Package Estimates. Pre-built service bundles you can drop into quotes in two taps.

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.

QuickPay. Take a payment with a link or a QR code, right from your phone.

Type the amount, then show a QR code with your logo or share the payment link. Your customer pays by card, Apple Pay, Google Pay or bank, and the payment shows in your invoices. QuickPay runs on QuoteIQ Payments and is on every plan.

Proposals. Send branded proposals with your photos, reviews and documents.

Turn an estimate into a branded proposal with your photos, customer reviews and documents, save it as a reusable template, and let the customer review and sign it online. Every plan can send branded proposals.

MapMeasure Pro. Measure any property from satellite — square footage, roof pitch, perimeter — in seconds.

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.

E-Signatures. Customers sign quotes from their phone. Stored with the document.

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.

QuoteIQ Sign. Send a contract to sign. Your customer signs it on their phone.

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.

InstaQuote. Let homeowners quote themselves from your website — 24/7 — and book the job.

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.

InstaSchedule. Customers self-book directly into your calendar — 24/7 — from your website.

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.

Scheduling. Drag-and-drop calendar with smart conflict detection and auto-reminders.

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.

Route Optimization. Auto-order your day's stops by drive time. Save fuel, hit more jobs.

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.

QuoteIQ Cam. Job photos tied to the customer, the quote, and the invoice — automatically.

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.

Before & After Photo Editor. Your before photo and after photo, together in one image.

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.

Inspection Forms. Custom checklists for site inspections, safety audits, and service verification.

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.

Inventory Management. Track materials across warehouses, trucks, and job sites — never run out mid-job.

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 low-stock flags before you run out. Stop guessing what's on Truck 2 right now.

ClientHub. Business Phone System. Every customer conversation in one place, tied to the job.

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.

Atlas. Your entire business on one map.

See your customers and active jobs as pins on one map, with the owner and parcel data behind every property. Door knocks, routes and crew sit on the same map. Atlas is on every plan; Atlas Routing and Atlas Employees are on Elite and Max.

EmployeeHub. Complete employee management. Roles, permissions, schedules, payroll-ready timesheets.

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.

Time Tracking Pro. Crews clock in and out by job. Know labor cost per job, every job.

Crews clock in when they start a job, clock out when they leave. Time gets tagged to the specific job — not just the day. On Elite and up, 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.

Roles & Permissions. Control exactly what techs, dispatchers, and admins can see and edit.

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.

Crews. Build and assign crews to jobs in one move. Track who's on which truck, every day.

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 GPS Tracking. See where every clocked-in crew member is. Know when crews arrive and leave.

Live map view of every crew member while they are clocked in. 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.

Sales Team Tracker. See exactly which sales reps are closing — quotes sent, won, lost, and revenue generated.

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.

Team Communication. In-app chat for your crew. Job updates, photos, and notes — without WhatsApp or texting.

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.

Invoicing. Send professional invoices the moment the job's done. Get paid before you leave the property.

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.

Online Payments. Accept supported digital payments and keep them connected to the invoice.

Offer customers supported card and bank-payment options. Credit card, paid by the customer on their own phone, ACH bank transfer, 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.

Job Costing. Real-time per-job profit. Know exactly which jobs make money — and which don't.

Total Price minus Labor (from Time Tracker Pro, Elite and up) 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.

QuickBooks Integration. Push invoices and payments straight into QuickBooks Online. Your bookkeeper will love you.

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.

Business Analytics. Revenue dashboards, technician performance, lead source ROI — all in one view.

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.

Mass Invoicing. Create invoices in batches for recurring service businesses.

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.

AI Autopilot. Talk to your CRM like a person. "Send Mike's invoice." "Schedule John for Thursday." Done.

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 works across your CRM, by voice or text, so the work that used to take 6 taps takes one sentence.

AI Copilot. Chat-edit any estimate or invoice — add services, set discounts, draft messages by voice.

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 Copilot is included on every plan.

AI Estimator. Snap a photo or describe the job — get a priced quote in seconds, not minutes.

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.

Virtual Call Team. 24/7 AI receptionist that answers calls, books jobs, and texts back missed callers.

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.

Before/After AI. Show homeowners exactly how their property will look — before you start work.

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.

AI Text Generator. AI writes your quote descriptions, follow-up messages, and marketing copy.

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.

ChatGPT & Claude. Connect Claude, ChatGPT and other assistants to your QuoteIQ account.

QuoteIQ MCP connects Claude, ChatGPT, Gemini, Grok, Microsoft Copilot or any MCP-compatible assistant to your account, so you can find customers, draft estimates and book jobs by asking in plain words. You can require approval before anything goes through. Set it up in Settings → Automation; MCP is on every plan.

Review Multiplier. Make review requests part of the customer’s payment experience.

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.

Google Reviews. Get pinged when a Google review lands, and reply with AI from QuoteIQ.

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 every plan.

Mass Campaigns. Text or email every customer about your spring promo in one click.

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.

Email & Text Automation. Drip campaigns, follow-up sequences, win-back automations — set them once.

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.

Pipelines & Deals. Visual Kanban board for your sales pipeline. Know what's worth chasing.

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.

AI Website Builder. Build a contractor website and connect it to the customer journey.

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. Skip the web designer and the waiting weeks for revisions. Check the current plans for website access and any additional charges.