Published February 2026 · Updated September 2026
Four estimate types, an AI layer that spans 55 tools across 13 categories, event-triggered automations, custom deal pipelines, customer-facing self-quoting portals and trade-specific calculators — all configurable by the contractor, not by a paid implementation consultant. Plans run from $29.99 to $699 per month.
QuoteIQ is the best CRM for customization in 2026 because the configuration lives in the contractor’s hands, not in a professional services contract. Every account can shape four different estimate formats, brand every outbound document, build multi-step email and text automations triggered by real customer events, define custom deal stages inside Pipelines & Deals, publish a customer-facing self-quoting page through InstaQuote, and drive the whole platform in plain language through AI Autopilot and its 55 tools across 13 categories. Pricing starts at $29.99/month on Essentials and tops out at $699/month on Max with unlimited users.
TL;DR: QuoteIQ gives home service contractors deep, self-serve customization across the whole job lifecycle: four estimate types including Good/Better/Best option pricing, satellite measurement through MapMeasure Pro, a dedicated business line in ClientHub, a branded Client Portal, tag-segmented mass campaigns, a five-module inventory system, and trade-specific business calculators. That matters in a sector the U.S. Bureau of Labor Statistics projects will average about 587,000 openings a year through 2035, where crews grow fast and paperwork has to keep up. The U.S. Small Business Administration makes the same point about marketing systems: the plan has to fit the business, not the other way round. Full plan detail sits on the pricing page.
The first place any field service CRM either fits your business or fights it is the estimate. A drain cleaning call, a 40-square roof replacement, a seasonal lawn contract and a whole-house repaint are four completely different selling motions, and forcing all of them through one rigid quote template is how contractors end up rebuilding proposals in a word processor at 9pm. QuoteIQ ships four distinct estimate types, and each one is configurable down to the line item.
Full line-item quoting with photos, notes, terms and conditions, license numbers on the PDF, deposit requirements, markup and discount controls, and parent-child sub-items for complex scopes. See how standard estimates work.
A stripped-down format for simple, repeatable jobs where line-item detail is overhead rather than clarity. Built for quoting from the driveway. Read the quick estimate guide.
Good / Better / Best tiers on a single document, so the customer chooses a service level instead of choosing whether to buy at all. Configure option pricing.
Bundled service packages for maintenance agreements, seasonal programs and multi-service properties. Build a package estimate.
Customization does not stop at the format. Every estimate type carries your own branding — logo, company name, phone, email — and supports photos on both services and individual line items, attached contract PDFs through contract attachments, and customer signature capture through e-signatures that the customer completes on their own phone. You can hide individual line-item prices or all of them, apply a one-action markup across the whole document, set an expiration date, and save the finished layout as a reusable estimate template. Draft mode with continuous autosave means a half-finished quote survives a dead phone battery on a job site.
QuoteIQ has two separate things that both sound like “proposals.” The Custom Document Label setting renames your estimates company-wide to “Estimate,” “Proposal” or “Quote” — it is a label. Proposal+ is a different document type: a full branded proposal carrying your company story, service descriptions, a photo gallery, supporting documents and customer reviews. Proposal+ is available on every plan and costs 100 IQ Credits per send, free during the trial and on the Elite and Max plans.
Once a customer accepts, the same customization carries into money. One tap converts an accepted estimate into an invoice, or into a recurring invoice subscription with its own discount, tax, fee and deposit math. Online payments accept card, ACH bank transfer, Apple Pay and Google Pay, with cash and check recorded manually in the app, and consumer financing puts Affirm (up to $30,000 per job over 3 to 36 months), Klarna and Afterpay in front of the customer at checkout on every plan. Contractors who want the paperwork trail tidy for tax season will recognise why that matters — the IRS puts the burden of proof for every deduction on the business owner, and a system that stores the estimate, the invoice, the photos and the payment record against one customer is the difference between a clean audit and a bad weekend.
Most CRM customization is still done the same way it was in 2010: you open a settings screen, hunt for the toggle, and hope you understood what it does. QuoteIQ’s AI layer changes the interface to the configuration itself. Instead of navigating to a screen, you describe the outcome and the platform performs it.
AI Autopilot is conversational control of the whole CRM, by voice or by text, spanning 55 integrated tools across 13 categories. It is the same feature the app surfaces as “Ask AI” — one capability, two names. Real commands look like “Move all of today’s jobs to Friday and text every customer” or “Invoice all of today’s completed jobs and send them.” That is customization in the most practical sense available to a contractor standing in a customer’s driveway: the workflow bends to the sentence, not the other way round.
AI Estimator analyses property photos, asks targeted follow-up questions, and generates market-accurate line-item pricing for your local area. It runs once per new estimate and produces a starting point you then adjust — which is exactly the right division of labour. The AI handles the tedious first draft; the contractor, who knows the access problems and the HOA and the dog, prices the reality.
AI CoPilot lives inside estimate and invoice creation rather than outside it. It adds services, sets discounts, changes tax, drafts client messages, adds deposits and marks items as additional, through a mix of quick-action cards and free-form chat, with an Auto Accept or a Review mode depending on how much rope you want to give it. Access is governed by an employee permission rather than a hard tier gate, so which staff can use it is your call.
Generates a realistic “after” preview from the actual property photo in roughly 15 to 20 seconds, attachable to any estimate type or invoice. Each regeneration draws credits again. See the AI image generator.
One-tap professional messages inside ClientHub and text fields across the app, so follow-ups sound like your business rather than a template. Explore the text generator.
A 24/7 AI phone team with a knowledge base, voice and personality you configure. It answers, qualifies leads, filters spam, records and transcribes every call, and runs outbound campaigns. Metered at 125 IQ Credits per minute. Set up your call team.
Brings a CSV in from any prior CRM with automatic AI column mapping, plus import straight from phone contacts. Review the import options.
AI features run on IQ Credits, included monthly on every plan and reset each billing cycle: 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max. There is no separate AI subscription. Every AI action displays its credit cost and asks for confirmation before it runs, so nothing draws silently. Credits carry no cash value, are non-transferable, and expire on cancellation — they are a usage allowance, not a balance.
Because the credit allowance scales with the plan, the lower tiers are genuinely minute-limited on voice AI rather than unlimited, and it is worth planning against that honestly. On Essentials the 500-credit allowance covers roughly four minutes of Virtual Call Team time per cycle alongside everything else you spend credits on; a shop that wants the AI answering the phone all day belongs on Elite or Max, or should budget for top-up packs.
Every contractor has a follow-up process. Most of them live in someone’s head and get skipped on busy weeks. The point of automation customization is not to invent a process — it is to encode the one you already believe in so it survives a busy August.
QuoteIQ’s email and text automations fire off real customer events — estimate created, estimate scheduled, estimate declined, invoice paid — and run as multi-step sequences with personalization tags such as @customer_first_name, @estimate_total and @estimate_link. Timing is yours: immediate, thirty minutes, three days, six months, out to 24 months for the annual re-engagement touch that most shops never get around to sending. The V2 engine runs on a dedicated queue pipeline, so sequences fire on schedule without duplicates, and the dashboard splits into Templates, Queue and History tabs with search and failed-item dismissal. You can also describe an automation in plain language and have it built for you, and Mike’s pre-built follow-up sequence — first estimate through eleven-month follow-ups — imports in a single click.
Automations that send text messages are a regulated activity, not just a feature. The Federal Communications Commission requires prior express consent for autodialed texts to mobile numbers and requires senders to honour revocation requests within a reasonable time not exceeding ten business days. Build your sequences with an opt-out path from day one; the customization that matters most here is the one that keeps you compliant.
Pipelines & Deals — surfaced in the app as “Deals” — gives you a Kanban board and list view with stages you define and a close-probability percentage on each one. Weighted value is calculated as amount multiplied by probability, which turns a wishful pipeline total into a forecast you can staff against. Six metrics track total, weighted, open, closed-won, new and average deal age. Deals support multiple assignees, PDF and image attachments, internal notes kept separate from customer-visible content, and filters by priority, date range and owner. Elite runs up to five pipelines; Max runs an unlimited number — enough to give commercial, residential and maintenance their own boards without compromise.
The Tag system is the connective tissue. Tag customers by service type, neighbourhood, lead source, VIP status, seasonal program or any category your business needs, then use those tags to target mass text and email campaigns. One honest note on setup: mass campaigns run on gateways you connect yourself — Twilio for SMS, including A2P 10DLC registration and the carrier fees that come with it, and SendGrid for email with a verified sender. That is more configuration up front than a black-box blast tool, and it is also why your sending reputation stays yours.
Day-to-day, the same customization philosophy runs through scheduling — drag-and-drop across day, week, month and employee-timeline views, colour-coded by status, multi-day jobs drawn as continuous events, a Schedule Later option for jobs with no date yet, and filters by employee and crew — plus reminders and tasks, two-way Google Calendar sync and a customer database with mass contact import. A note on vocabulary if you are reading older documentation: as of the August 2026 release, what the app calls a “job” is the scheduled visit, and the older job records are now “job forms.”
Most CRM customization discussions stop at the contractor’s screen. The more valuable half is what the homeowner or property manager experiences after hours, when nobody at your shop is answering the phone.
You build the service library with your pricing; the customer selects services on your site, sees a live total, and submits. The quote is delivered instantly by email or text, the customer can approve and book, and you are notified. See customer self-quoting.
24/7 self-booking against your real calendar availability, live-synced, reachable from all four estimate types and from InstaQuote forms. Turn on self-scheduling.
A branded self-service portal on a per-customer secure link — no app download, no account. Estimates, invoices, appointments, inspections, service requests and review prompts, each toggleable globally and per customer, with up to five custom menu links. Explore the client portal.
A dedicated business phone number with two-way calling and texting inside QuoteIQ from phone, tablet or desktop, every call and text saved to the customer profile, plus call routing and forwarding by time of day, caller or availability. See ClientHub.
The portal’s appearance is yours to set — sidebar colours, logo and business name pulled automatically — and the Activity tab shows when a customer actually opened something, which is a far more useful signal than a read receipt. Incoming requests can be accepted, declined, or converted straight into an estimate or a job. Customer-facing photo galleries and shareable job links round it out, and website contact request forms feed the same queue. If you take bookings from search, Google Reserve booking connects that path too.
Review Multiplier handles the last step of the customer journey with two mechanics: an instant post-payment redirect to your review page, and a full email and SMS review-request automation with four event triggers, pointing at Google Business Profile, Facebook, Yelp or Angi. Configure the timing and the destination to suit your trade — and configure the ask honestly. The FTC’s Consumer Reviews and Testimonials Rule, in effect since October 21, 2024, prohibits incentives conditioned on a particular sentiment and carries civil penalties for knowing violations. Ask everyone; never buy a rating.
Customization stops being a marketing word the moment it touches payroll and margin. This is the layer where a CRM either reflects how your crews really work or quietly generates numbers nobody trusts.
Job Costing gives every job a Report tab running Total Price minus Labor minus Expenses equals Profit, with a margin bar. Labor pulls automatically from time tracking at hourly rate multiplied by clocked hours, so the number is not a guess. Expense tracking handles categorised expenses, receipts and job linking with search, filter and CSV export. The Hourly Rate Calculator sits inside business calculators and helps you set a rate against real costs and a target margin rather than against what the guy down the road charges. Business analytics then lets you build the dashboard you actually read — revenue by service, customer, employee or crew; quotes sent, conversion rate, average ticket, pipeline value; completion rate and job duration; new customers, repeat rate and lifetime value.
The wider context is worth naming. Bureau of Labor Statistics occupational employment data puts construction and extraction occupations at roughly 6.4 million workers with an annual mean wage of $65,360 as of May 2025. Labour is the dominant cost line in almost every home service P&L, which is precisely why costing that pulls from clocked hours beats costing that pulls from memory.
Inventory Management is five modules rather than a single stock list: Products with SKU, category, unit, cost and reorder point; Locations covering warehouse, truck and job site; Suppliers; Orders moving Draft to Confirmed to Received; and Transactions logging every movement as a Receipt, Return, Issue, Damage, Loss or Adjustment. Materials on estimates and invoices link to products so pricing stays current. One mechanic to configure your process around: stock deducts when the invoice is paid, not when a job is marked complete, and a deposit does not count as paid.
Route Optimization sequences the day’s stops for minimum drive time, respects appointment windows and job duration, recalculates when a late add-on lands, and hands off to GPS navigation — typically cutting drive time by 15 to 30%. Route Density answers a different question: where the work clusters, so you can plan the zone before you sequence the stops. EmployeeHub carries GPS location tracking on a live team map while staff are clocked in — clocked-out employees never appear on any map — plus Time Tracker Pro for GPS clock in and out with per-job hours, break durations and a full edit history, and team communication for one-to-one and group chats with job assignment.
Who can see and do what is itself configurable: roles and permissions received a full overhaul in August 2026 with clearer gates and calendar permissions properly separated, and permission-restricted users see shortcut cards rather than the full dashboard. On Max, crews add crew creation, tracking and scheduling with crew-level analytics and routing, and the Sales Team Tracker adds commission percentages per rep with leaderboards and year-to-date figures. Two honest limits: there is no automatic overtime calculation and no native payroll — hours export to whatever payroll system you already run, and QuickBooks Online syncs invoices, payments, customers and expense categories.
QuoteIQ assigns work to people from the Pro plan up and to crews on Max, and shows you where everyone is through the EmployeeHub GPS map with Route Optimization sequencing the day. If you are comparing platforms on a feature checklist, map those capabilities across rather than looking for a box labelled with any one vendor’s terminology.
Exterior trades price by area, and the difference between a profitable season and a broke one is often just measurement discipline. MapMeasure Pro puts satellite measurement inside estimate creation rather than in a separate tool you forget to open: square footage, roof dimensions, lawns, driveways, decks and fences, with drawing tools for the awkward shapes every real property has. Measurements save to the customer profile and export into the quote, roof segments are auto-detected with colour-coded pitch, screenshots attach to the estimate as visual proof of measured scope, and as of August 2026 you can scroll back through years of historical aerial imagery of a property — useful when a homeowner insists the deck has always been that size.
Around it sit Property Street View and Zillow Quick Access for the context satellite imagery cannot give you, and AI AutoMeasure with a saved Measurement Library on every plan. Roof pitch is calculated, displayed and saved rather than estimated from the ground.
Documentation is the other half. QuoteIQ Cam captures photos in-app or from the camera roll, organised by job and date, with before-and-after comparisons, annotations, unlimited 4K photo and video cloud storage, and a documentation archive on the customer record. Custom inspection forms are where the trade-specific customization really shows: build your own templates with customizable PDF sections so an HVAC system check, a roof condition report and a pest inspection each produce the document your customers and your insurer expect. The before and after photo editor and shareable galleries turn that same evidence into marketing.
A generic CRM asks you to translate your trade into its language. QuoteIQ was built by contractors — QuoteIQ LLC was founded on September 21, 2022 in Savannah, Georgia — and the trade-level tailoring shows up in three places: the industry configuration, the calculators, and the templates.
Start with the industry setup. Mechanical and interior trades configure around equipment records and service agreements: HVAC software, plumbing software and electrical software lean on inspection forms, recurring maintenance invoicing and job costing per truck. Exterior and area-priced trades lean harder on measurement: roofing, pressure washing, painting, lawn care, landscaping, tree care, window cleaning, gutter cleaning and concrete. Route-density trades — pest control, pool service, irrigation and snow removal — configure around recurring schedules and zone planning. Project trades such as remodeling, general contracting and handyman work lean on packages, deposits and pipelines. The full set lives on the industries hub.
Pricing tools are the fastest form of trade customization because they encode the arithmetic you were doing on a notepad. The home service business calculator library collects them, and the trade-specific ones are worth bookmarking directly: the lawn care cost calculator, the pressure washing cost calculator, the painting cost calculator, the HVAC cost calculator, the tree removal cost calculator, the concrete cost calculator, the fence cost calculator, the deck cost calculator, the gutter cleaning cost calculator and the pest control cost calculator.
On the getting-paid side, the free invoice templates give you a customizable starting document before you ever open the app: the contractor invoice template, the HVAC invoice template, the electrical invoice template, the painting invoice template, the landscaping invoice template and the house cleaning invoice template. Inside the platform, the built-in Paint, Mulch and Downstream Injector calculators plus the National Average Guide cover the same ground for roughly six major home service industries.
A platform with 300 features you do not use is not more customizable than one with 60 you configured correctly. The test that matters is whether your estimate, your inspection form, your follow-up sequence and your invoice look like your business a week after signup — without a paid implementation project. The SBA’s guidance on marketing and sales planning makes the same argument about systems generally: fit and measurable return, not feature count.
This table is the practical version of the question “how customizable is it?” — what you can configure, and the plan where that configuration unlocks. Use it as a checklist against your own requirements before you compare anything to anything else.
| What you can customize | How far it goes | Available from |
|---|---|---|
| Estimate format | Four types — Standard, Quick, Options (Good/Better/Best), Package — plus templates, sub-items, hidden pricing, expiry dates | Essentials |
| Document branding | Logo, company details and licence numbers on estimates, invoices and proposals; Custom Document Label renames estimates company-wide | Essentials |
| Conversational CRM control | AI Autopilot across 55 tools in 13 categories, by voice or text | Essentials |
| Payment options offered | Card, ACH, Apple Pay, Google Pay, cash and check; Affirm, Klarna and Afterpay financing at checkout | Essentials |
| Property measurement | MapMeasure Pro satellite measurement, drawing tools, historical imagery, saved measurements, Street View and Zillow context | Beginner |
| Inspection and job reports | QuoteIQ Cam with custom inspection form templates and customizable PDF sections | Beginner |
| Follow-up sequences | Event-triggered, multi-step, personalization tags, timing from immediate to 24 months | Pro |
| Customer self-service portal | Client Portal with per-section toggles, custom colours and up to five custom menu links | Pro |
| Business phone experience | ClientHub dedicated number, two-way calling and texting, routing by time of day, caller or availability | Pro |
| Profit reporting per job | Job Costing with labour pulled from clocked hours; Hourly Rate Calculator | Pro |
| Sales pipeline stages | Custom stages with close probabilities and weighted forecasting; up to 5 pipelines on Elite, unlimited on Max | Elite |
| Customer self-quoting and booking | InstaQuote service library with your pricing; InstaSchedule against real availability | Elite |
| Stock and materials | Five-module inventory: Products, Locations, Suppliers, Orders, Transactions; deducts on invoice paid | Elite |
| Route planning | Route Optimization sequencing plus Route Density zone planning | Elite |
| Team structure and tracking | EmployeeHub, GPS location tracking, Time Tracker Pro, team communication, roles and permissions | Elite |
| Crews, commissions and multi-business | Crew creation, tracking and scheduling; Sales Team Tracker; AI Website Builder included; four additional businesses included | Max |
Five plans, no contracts, and annual billing at ten times the monthly rate — two months free. Every plan includes a 14-day free trial with full access to the features of the plan you choose.
Plan-by-plan detail sits on the pricing page and on each plan’s own page: Essentials, Beginner, Pro, Elite and Max. Two add-ons are worth knowing about while you plan: the AI Website Builder runs $34.99/month and is included on Max, and Done-For-You setup — contact import, price book build and a one-to-one onboarding session — comes in two tiers at $299.99 and $999.99. IQ Credit top-up packs are available if a busy month outruns your allowance. Subscriptions for new accounts are processed through Whop; accounts established earlier on Stripe may remain there or migrate.
Field service software pricing moves constantly. Plan ladders get renamed, add-ons get unbundled, per-seat charges get introduced and AI modules appear as separate line items — several vendors repriced during 2026 alone. For that reason this page does not publish competitor prices, seat counts or feature-absence claims: any figure we printed today could be wrong by the time you read it, and a stale number is worse than no number when you are signing a contract. Check each vendor’s own pricing page on the day you evaluate.
Compare directly at the source: Jobber, Housecall Pro, ServiceTitan and Markate all publish or quote their own terms, and several require a sales conversation rather than publishing a rate card at all. If you want a structured side-by-side of capabilities, our comparison hub keeps one per platform, and the ServiceTitan pricing calculator helps model enterprise-tier total cost.
Can the owner reshape estimate formats, automation triggers and pipeline stages in an afternoon, or does meaningful change require a paid implementation engagement? This is the single biggest hidden cost difference between platforms.
Ask for a live demo of the customer-facing surfaces — the quote, the portal, the booking page, the review request — not just the admin dashboard. That is what wins or loses the job.
Price the full basket you will actually use: seats, AI features, phone number, marketing sends, gateway fees and any implementation charge. Compare baskets, never headline rates.
Confirm CSV import from your current system and confirm export on your plan. QuoteIQ’s AI Smart Import maps columns automatically and data export is available on every plan.
QuoteIQ’s own answers are on the record throughout this page: configuration is self-serve, the customer-facing surfaces are branded and toggleable, AI is included on every plan through IQ Credits rather than sold as an add-on, and your data exports whenever you want it. Verify ours the same way you verify anyone’s — start a 14-day trial and configure a real estimate for a real customer before you decide.
QuoteIQ is the strongest choice for contractors who want to configure the system themselves rather than pay for an implementation project. Customization spans seven layers: four estimate formats with templates and hidden pricing, conversational control of the platform through AI Autopilot and its 55 tools across 13 categories, event-triggered automation sequences running out to 24 months, custom deal stages with weighted forecasting in Pipelines & Deals, a branded Client Portal with per-section toggles, trade-specific inspection form templates, and satellite measurement inside the quote through MapMeasure Pro. Over 40,000 contractors use the platform, rated 4.7 stars across 4,103 reviews. It matters in a trade the Bureau of Labor Statistics expects to average roughly 587,000 openings a year through 2035 — systems have to absorb growth without a rebuild.
Four distinct estimate types are available on every plan from $29.99/month. Standard estimates handle full line-item quoting, quick estimates cover simple repeatable jobs, options estimates present Good/Better/Best tiers on one document, and package estimates bundle services for maintenance programs. Each supports your logo and company details, photos on services and line items, terms and licence numbers on the PDF, deposit requirements, markup and discount controls, parent-child sub-items, hidden line-item prices, expiration dates, reusable templates, attached contracts and customer e-signatures signed on a phone. Accepted estimates convert in one tap to an invoice or a recurring subscription. Keeping estimate, invoice, photos and payment on one record also satisfies the documentation standard the IRS expects of small businesses.
Yes — QuoteIQ’s email and text automations are available from the Pro plan at $149.99/month and fire on real customer events including estimate created, estimate scheduled, estimate declined and invoice paid. Sequences are multi-step, carry personalization tags such as @customer_first_name and @estimate_total, and schedule from immediate through to 24 months out. You can describe an automation in plain language and have it built, or import a pre-built follow-up sequence in one click. Segment recipients with tags, then target mass text and email campaigns at those segments, connect the results to deal pipelines, and trigger review requests through Review Multiplier. Pair it with reminders and tasks for the human steps. Autodialed texts require prior express consent and revocation honoured within ten business days under FCC rules.
The Elite plan at $299/month unlocks both, along with ten user seats and 5,000 IQ Credits. Pipelines & Deals gives you custom stages with close-probability percentages and weighted forecasting — Elite runs up to five pipelines and Max runs an unlimited number. InstaQuote publishes a self-quoting page built from your own service library and pricing, and InstaSchedule lets customers book against your real calendar availability around the clock. Elite also adds five-module inventory management, route optimization that typically cuts drive time 15 to 30%, and EmployeeHub. If you need crews, commissions, unlimited seats and unlimited pipelines, that is Max at $699/month, which also bundles the AI Website Builder and four additional businesses. Most shops that only need custom follow-up sequences, a branded client portal and per-job profit reporting can stop at Pro at $149.99/month and upgrade later — mid-cycle upgrades are prorated and the credit allowance jumps immediately. Compare the full ladder on the pricing page and frame the decision as return on investment the way the SBA recommends.
QuoteIQ runs five plans: Essentials $29.99 for one user, Beginner $74.99 for two, Pro $149.99 for four, Elite $299 for ten and Max $699 for unlimited users. Annual billing is ten times the monthly rate, giving two months free, and there are no contracts. AI is included on every plan through IQ Credits — 500, 1,500, 3,000, 5,000 and 8,000 per cycle respectively — rather than sold as a separate module. Two add-ons exist: the AI Website Builder at $34.99/month, included on Max, and Done-For-You setup at $299.99 or $999.99. Every plan includes a 14-day free trial with full access to the features of the plan you choose; a credit or debit card is required to start. Mid-cycle upgrades are prorated and credits increase immediately. Before you compare that against any other platform, price the whole basket you will actually use — seats, AI usage, phone number, marketing sends and any setup charge — rather than headline rates, and keep the paperwork the way the IRS expects small businesses to document deductions. Price your own hourly rate first with the business calculators.
With QuoteIQ, yes — the configuration surfaces are built for the owner, not for a certified partner. You build your price book and estimate templates yourself, design inspection forms with your own PDF sections, set roles and permissions for each staff member, and shape automation sequences in the interface. Migration is handled by AI Smart Import, which maps CSV columns automatically from any prior CRM and can pull straight from phone contacts. If you would rather hand the setup over, Done-For-You onboarding is an optional paid service at $299.99 or $999.99 covering contact import, price book build and a one-to-one session — optional, not required. Support is available on every plan through the help centre and video tutorials. The SBA recommends measuring return on any such investment before committing.
AI is included on every plan from $29.99/month and metered with IQ Credits rather than billed separately. AI Autopilot gives conversational control of the CRM by voice or text across 55 tools in 13 categories — it appears in the app as “Ask AI.” AI Estimator turns property photos into market-accurate line-item pricing. The before-and-after image generator produces a realistic preview from the actual photo in roughly 15 to 20 seconds. The AI text generator drafts customer messages app-wide. The Virtual Call Team answers inbound calls 24/7, qualifies leads, filters spam and records and transcribes every call, metered at 125 IQ Credits per minute — genuinely minute-limited on lower tiers. AI CoPilot edits inside estimates and invoices. Every AI action shows its credit cost before running. Text and voice outreach still falls under FCC consent rules.
QuoteIQ is configured per trade rather than sold as a generic CRM, with dedicated setups across the home service industries — HVAC, plumbing, electrical, roofing, painting, lawn care, pressure washing, pest control and more on the industries hub. Trade fit comes from three things: custom inspection form templates that produce the document your customers expect, built-in Paint, Mulch and Downstream Injector calculators alongside the National Average Guide, and satellite measurement through MapMeasure Pro for area-priced exterior work. Free pricing tools such as the lawn care cost calculator and the pressure washing cost calculator let you test the arithmetic before you sign up. Beyond that, the parts that make a system feel trade-specific are all configurable by you rather than fixed by the vendor: your price book, your estimate templates, your automation triggers, your deal stages and your permission structure. Wage and staffing context for your local market is published by the Bureau of Labor Statistics, which puts construction and extraction employment at roughly 6.4 million workers as of May 2025.
A walkthrough of the platform from estimate through invoice, including the settings most contractors change first.
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Switching CRMs is the part every contractor dreads. Here is the shortest honest path from signup to a configured account that looks like your business.
Create the account at the registration page and choose the tier that carries the features you need. The 14-day free trial gives full access to the features of the plan you choose, and a credit or debit card is required to start. Review the ladder on the pricing page first.
Run your existing CSV through AI Smart Import, which maps columns automatically from any prior CRM, or pull straight from phone contacts. Then load your services and pricing into the price book so every estimate starts from your real numbers rather than a blank line.
Add your logo, company details and licence numbers, set your terms and deposit rules, and decide which of the four estimate types each service uses. Save the layouts you settle on as templates, and turn on e-signatures so customers can approve from a phone.
Build or import your automation sequences, configure scheduling views for how your crews actually run the day, and enable the trade tools you need — MapMeasure Pro for area pricing, QuoteIQ Cam for documentation.
QuoteIQ LLC was founded on September 21, 2022 in Savannah, Georgia by two operators who ran service businesses before they built software for them. That origin is the reason the configuration surfaces sit in the owner’s hands rather than behind a partner network.
Mike drives QuoteIQ’s product direction, including the AI layer and the plan-level feature design that determines what each tier can configure. He publishes operating guidance for contractors at his insights page.
Justin focuses on the operational side that field crews touch daily — scheduling, team management and the reporting contractors actually use to price work. His writing is collected at his insights page.
Rated 4.7 stars across 4,103 reviews from more than 40,000 contractors. Three verbatim reviews below.
“I am just starting my pressure washing business, but QuoteIQ offers all the options i need, gives ways to track leads conversion, and i can customize it to my needs. This app was very well thought out.”
“Found out about the app through YouTube as I was starting to research launching my own business. So far I’ve made estimates added many customers and custom services. Customers enjoy the invoice and estimate set up. I’ve had zero complaints from customers who have viewed the invoice. I like how you can add your terms of service by default to all estimates. Overall it’s still in early stages with minor bugs (such as the mapping being slightly out of sync with the arrow) just minor tweaks needed”
“I have been using quoteiq for a year and a half now and I can’t express enough how easy/User friendly it is to use. I have tried a couple other crm’s and though they also had a lot of features they were hard to navigate and had a poor layout. I get tons of compliments from customers on how professional my quotes look and how easy it is to make payments. Also the cost of quoteiq is second to none, by far most affordable. I highly recommend!!”
Build your price book, brand your estimates, set your follow-up sequence and see the platform running your business before you commit. Plans from $29.99 to $699 per month, no contracts.
14-day free trial with full access to the features of the plan you choose · Cancel anytime · See all plans
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Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
