Service businesses hitting 7+ employees face a universal problem: most field service software charges per user, and those costs add up fast. A 15-person painting crew on Jobber? You’re looking at $500+/month just for user seats. The QuoteIQ Max Plan eliminates that ceiling entirely—unlimited users for $349.99/month, plus three AI-powered tools that automate lead capture, website creation, and estimate generation.
This guide breaks down everything in the QuoteIQ Max Plan, how the new AI features work, and whether upgrading makes sense for your business size.
Ready to start? Upgrade to the QuoteIQ Max Plan now! Start with the 14-day free trial to test Elite features, then upgrade to Max when you’re ready for unlimited capacity.
What Is the QuoteIQ Max Plan?
The Max Plan is QuoteIQ’s highest tier, designed specifically for established service businesses that need room to scale without watching software costs multiply with every new hire.
QuoteIQ Max Plan Pricing:
- Monthly: $349.99/month
- Annual: $3,499.99/year (saves $700/year)
- Users: Unlimited
What’s Included:
- Every feature from Beginner, Pro, and Elite plans
- Unlimited user seats (no per-user fees)
- AI Virtual Call Team (2,500 IQC credits/month included)
- AI Website Builder (included)
- AI Assistant Package (included)
For context: a 10-person team on competitors like Jobber or Housecall Pro typically costs $600-900/month for similar functionality. The QuoteIQ Max Plan locks you in at $349.99 regardless of team size.
The Three AI Features Explained
QuoteIQ Max Plan includes three A.I. tools that handle tasks most business owners either do manually or pay employees to manage. Here’s what each one does.
1) AI Virtual Call Team
The AI Virtual Call Team is an always-on phone system that answers calls, qualifies leads, and syncs everything to your QuoteIQ dashboard—24/7, without hiring a receptionist.
Core Capabilities:
AI Receptionist: Every inbound call gets answered professionally. The AI greets callers, routes inquiries correctly, and captures contact details. No more missed calls going to voicemail at 8 PM.
Lead Qualification & Spam Detection: The system filters robocalls and sales pitches automatically, then qualifies genuine leads by asking the right questions—service type, property address, urgency—before adding them to your CRM.
24/7 Answering Service: Your virtual team handles calls outside business hours, on weekends, and during holidays. Customers get immediate responses instead of “leave a message.”
Customizable Knowledge Base: Train the AI with your specific services, pricing ranges, service areas, and FAQs. The responses match your business, not generic scripts.
Call Summaries & Notifications: Get instant recaps after every call. See caller details, what they asked about, and any scheduling updates in real time.
Customizable Voice & Personality: Choose from natural-sounding voices that match your brand. Professional, friendly, casual—you control the tone.
NEW: Outbound Calling Campaigns
The latest update adds outbound calling to the AI Virtual Call Team. Now you can automate marketing and sales call campaigns at scale.
Automated Campaigns: Set up call campaigns to past customers, dormant leads, or seasonal prospects. The AI calls on your behalf, delivers your message, and captures responses.
Simultaneous Calls: Unlike manual calling (one call at a time), the system can dial multiple prospects simultaneously. A 500-person reactivation campaign that would take a human 40+ hours? The AI handles it in a fraction of the time.
Pricing for AI Virtual Call Team:
| Plan | AI Virtual Call Team Access |
|---|---|
| Beginner, Pro, Elite | Pay-as-you-go: $1.25/minute (125 IQC = 1 minute) |
| Max Plan | 2,500 IQC credits/month included (≈20 minutes) |
Each call has a $1.25 base fee, then bills at $1.25 per minute after the first 60 seconds. Auto-recharge kicks in at $25 when your balance drops below 10 minutes.
2) AI Website Builder
Most service business websites are either outdated, expensive to maintain, or both. The AI Website Builder creates professional sites tailored to your industry without hiring a developer.
How It Works:
- Input your business name, services, and service area
- The AI generates a complete website with pages for each service
- Mobile-responsive design out of the box
- Integrated contact forms that sync with your QuoteIQ CRM
- SEO-optimized content written for your industry
Pricing for AI Website Builder:
| Plan | AI Website Builder Access |
|---|---|
| Beginner, Pro, Elite | $34.99/month add-on |
| Max Plan | Included (no add-on fee) |
3) AI Assistant Package
The AI Assistant Package bundles three tools that speed up day-to-day operations: image editing, estimate generation, and text writing.
Package Includes:
1. Before/After Image Generator: Upload job site photos and the AI generates professional before/after comparisons. Perfect for social media marketing, proposals, and review requests.
2. AI Estimator / AI Estimate Generator: Describe the job, and the AI drafts a complete estimate with line items, pricing suggestions, and professional formatting. Review and send in minutes instead of building from scratch.
3. AI Text Generation: Auto-generate follow-up messages, review requests, marketing emails, and customer communications. Saves hours on repetitive writing tasks.
Pricing for AI Assistant Package:
| Plan | AI Assistant Access |
|---|---|
| Beginner, Pro, Elite | Starter: $29.99/month (30 Before/Afters, 50 Estimates, 200 Text Fields) |
| Beginner, Pro, Elite | Hero: $99.99/month (150 Before/Afters, 300 Estimates, 1,000 Text Fields) |
| Max Plan | Hero tier included (no add-on fee) |
Complete QuoteIQ Plan Comparison
Here’s how all four QuoteIQ plans stack up with the new AI features:
| Feature | Beginner ($29.99/mo) | Pro ($98.99/mo) | Elite ($188/mo) | Max ($349.99/mo) |
|---|---|---|---|---|
| Users | 1 | 3 | 7 | Unlimited |
| Quoting & Invoicing | ✅ | ✅ | ✅ | ✅ |
| Scheduling | ✅ | ✅ | ✅ | ✅ |
| MapMeasure Pro | ✅ | ✅ | ✅ | ✅ |
| Review Multiplier | ✅ | ✅ | ✅ | ✅ |
| Job Costing | ✅ | ✅ | ✅ | ✅ |
| QuoteIQ Cam | ❌ | ✅ | ✅ | ✅ |
| ClientHub (Messaging) | ❌ | ✅ | ✅ | ✅ |
| SMS/Email Automation | ❌ | ✅ | ✅ | ✅ |
| InstaQuote | ❌ | ❌ | ✅ | ✅ |
| InstaSchedule | ❌ | ❌ | ✅ | ✅ |
| Route Optimization | ❌ | ❌ | ✅ | ✅ |
| Employee Management | ❌ | ❌ | ✅ | ✅ |
| Inventory Management | ❌ | ❌ | ✅ | ✅ |
| Pipelines/Deals CRM | ❌ | ❌ | ✅ | ✅ |
| AI Virtual Call Team | Add-on ($1.25/min) | Add-on ($1.25/min) | Add-on ($1.25/min) | 2,500 IQC included |
| AI Website Builder | Add-on ($34.99/mo) | Add-on ($34.99/mo) | Add-on ($34.99/mo) | Included |
| AI Assistant Package | Add-on ($29.99-99.99/mo) | Add-on ($29.99-99.99/mo) | Add-on ($29.99-99.99/mo) | Hero tier included |
Who Should Choose Max Plan?
The QuoteIQ Max Plan makes financial sense for businesses meeting these criteria:
You need 8+ users. Elite includes 7 users at $188/month. Adding user 8 requires either paying per-user fees or upgrading to Max. If you’re at 8+ employees and growing, Max eliminates that ceiling.
You want AI features without stacking add-ons. On Elite, adding all three AI tools costs:
- AI Virtual Call Team: Usage-based
- AI Website Builder: $34.99/month
- AI Assistant (Hero): $99.99/month
- Total add-on cost: $134.98/month + call minutes
The QuoteIQ Max Plan bundles everything for a predictable $349.99/month.
You’re scaling fast. Hiring two more technicians? Adding a dispatcher? Opening a second location? Max doesn’t punish growth with escalating per-user costs.
You want 24/7 lead capture without hiring. AI Virtual Call Team alone can replace (or supplement) a part-time receptionist. At $15-20/hour for a human, 20 hours/week costs $1,200-1,600/month. The AI handles after-hours and overflow for a fraction of that.
Who Should Stick with Elite (or Lower)?
Max isn’t necessary for everyone:
You have 7 or fewer employees. Elite covers 7 users at $188/month. If you’re not adding headcount soon, Elite provides nearly identical features at lower cost.
You don’t need AI add-ons. If your current workflow doesn’t require AI-generated estimates, automated calling, or a new website, the AI features won’t justify the jump from Elite.
You’re a solo operator or small crew. Beginner ($29.99) or Pro ($98.99) handles most needs for 1-3 person operations. No reason to pay for capacity you won’t use.
How the Add-On System Works
For Beginner, Pro, and Elite users who want AI features without upgrading to Max:
AI Virtual Call Team (Usage-Based)
- Available on all plans
- $1.25 per minute after the first 60 seconds
- 125 IQC credits = 1 minute
- Auto-recharge at $25 when balance drops below 10 minutes
- No monthly subscription—pay only for what you use
AI Website Builder ($34.99/month)
- Available as add-on on Beginner, Pro, Elite
- Full website generation and hosting
- Integrates with your QuoteIQ account
AI Assistant Package (Tiered)
- Starter ($29.99/month): 30 Before/Afters, 50 Estimate Generations, 200 Text Fields
- Hero ($99.99/month): 150 Before/Afters, 300 Estimate Generations, 1,000 Text Fields
Max Plan includes the Hero tier automatically.
Real-World Cost Scenarios
Scenario 1: 12-Person HVAC Company
On Jobber (Grow plan): ~$200/month + $35/user = ~$620/month for 12 users On QuoteIQ Max: $349.99/month flat (unlimited users + AI tools)
Annual savings: $3,240+
Scenario 2: 5-Person Pressure Washing Crew Wanting AI Features
QuoteIQ Elite + AI Add-Ons:
- Elite: $188/month
- AI Website Builder: $34.99/month
- AI Assistant (Hero): $99.99/month
- Total: $322.98/month
QuoteIQ Max: $349.99/month
At this size, Elite + add-ons is slightly cheaper. Max becomes the better value at 8+ users or if you expect heavy AI Virtual Call Team usage.
Scenario 3: 20-Person Painting Company
Housecall Pro equivalent: $750+/month for comparable features QuoteIQ Max: $349.99/month
Annual savings: $4,800+
Getting Started with Max Plan
For New Users:
- Start a 14-day free trial (full Elite access, credit card required)
- Test core features with your team
- Upgrade to Max at trial end if you need unlimited users or AI tools
For Existing QuoteIQ Users:
- Log into your QuoteIQ dashboard
- Navigate to Settings > Subscription
- Select Max Plan
- AI features activate immediately
Important Notes:
- Max Plan does not have a free trial (upgrade directly from Elite trial)
- Annual billing saves $700/year ($3,499.99 vs. $4,199.88)
- No contracts—cancel anytime
FAQ: QuoteIQ Max Plan & AI Features
Q: Can I try Max Plan features before committing?
A: The 14-day free trial gives full Elite access. You can experience most features during the trial, then upgrade to Max. AI add-ons can be tested on Beginner, Pro, or Elite before committing to Max.
Q: What happens to my AI credits if I don’t use them all?
A: AI Virtual Call Team IQC credits on Max Plan refresh monthly. Unused credits don’t roll over. For pay-as-you-go users (Beginner, Pro, Elite), your purchased balance remains until used.
Q: Is the AI Virtual Call Team available in my area?
A: AI Virtual Call Team works throughout the United States and Canada. International availability varies—contact support for specific regions.
Q: Can employees have different permission levels on Max Plan?
A: Yes. QuoteIQ’s roles and permissions system lets you control what each user can access—from full admin rights to field-technician-only views. This works on Elite and Max plans.
Q: How does outbound AI calling work for compliance?
A: Outbound calls comply with standard telemarketing regulations. You’re responsible for maintaining proper consent and opt-out lists. The AI identifies itself and follows your customized scripts.
Q: Can I downgrade from Max if my team shrinks?
A: Yes. You can downgrade to Elite, Pro, or Beginner anytime. If your team size exceeds the new plan’s user limit, you’ll need to deactivate users before downgrading.
Q: Does the AI Website Builder require technical skills?
A: No. The AI generates a complete site based on your business information. You can customize text, images, and colors through a simple editor—no coding required.
Q: How accurate is the AI Estimator?
A: The AI Estimator drafts estimates based on industry standards and your service catalog. Always review AI-generated estimates before sending. Think of it as a first draft that saves 10-15 minutes per quote, not a replacement for your judgment.
Key Takeaways
- Max Plan costs $349.99/month with unlimited users—no per-user fees regardless of team size
- Three AI tools are included: Virtual Call Team (2,500 credits/month), Website Builder, and AI Assistant Package (Hero tier)
- Outbound calling is now available through AI Virtual Call Team for automated marketing campaigns
- Add-ons are available on all plans: Businesses not ready for Max can add AI features à la carte
- Break-even point is around 8 users: Below that, Elite + add-ons may cost less; above that, Max saves money
- Annual billing saves $700/year compared to monthly payments
Ready to Scale Without Limits?
The QuoteIQ Max Plan removes the two biggest growth constraints in field service software: user seat limits and AI tool paywalls. For businesses ready to scale past 7 employees, automate lead capture with AI, or build a professional web presence without hiring developers, Max bundles everything at a predictable cost.
Already on QuoteIQ? Upgrade to Max from your dashboard settings. New to QuoteIQ? Start with the 14-day free trial to test Elite features, then upgrade to Max when you’re ready for unlimited capacity.
Questions about which plan fits your business? Schedule a demo with the QuoteIQ team.
INTERNAL LINKS
- QuoteIQ Pricing Page
- AI Virtual Call Team Feature Page
- Employee Management Feature
- QuoteIQ vs Jobber Comparison
- InstaQuote Feature
