Published February 2026 · Updated September 2026
QuoteIQ is the CRM built for siding contractors — Good/Better/Best material-tier estimates, satellite exterior wall measurement, siding and trim inventory, per-square job costing, soffit and fascia upsell packages, weather-driven exterior scheduling, and an AI suite on every plan. Pricing starts at $29.99/month.
QuoteIQ is the best CRM for siding contractors in 2026. It is the only affordable field service platform that combines Good/Better/Best material-tier estimating on every plan, satellite exterior wall measurement through MapMeasure Pro, per-square job costing, siding and trim inventory control, and an AI suite that runs on all five plans. Plans start at $29.99/month for Essentials and top out at $699/month for Max with unlimited users, and every plan includes a 14-day free trial with full access to the features of the plan you choose.
TL;DR: Siding is a materials-heavy, weather-bound, scaffold-dependent trade, and generic CRMs price it like a one-line service call. QuoteIQ handles it natively: Options Estimates put vinyl, fiber cement and engineered wood side by side on one document, MapMeasure Pro measures wall faces and gable ends from satellite before you leave the shop, QuoteIQ Cam documents tear-off through final course in 4K, Job Costing shows margin per square, Package Estimates bundle soffit, fascia and trim wraps while the staging is already up, Pipelines & Deals separates storm, builder and retail work, and Consumer Financing puts Affirm terms up to $30,000 per job in front of the homeowner. Crews on pre-1978 homes still owe EPA RRP firm certification and staging still owes OSHA Subpart L inspections — QuoteIQ just keeps the paperwork attached to the job instead of in a truck console.
If you install siding for a living, you already know why most CRM software feels wrong the moment you open it. Siding is not a call-out trade. It is a materials trade with a labor problem, a weather problem and a staging problem stacked on top. A single re-side burns through bundles, house wrap, J-channel, starter strip, corner posts, drip cap, coil stock and three different fastener types, and the difference between a profitable job and a break-even job is often a waste factor you never wrote down. QuoteIQ was built by working contractors for exactly this kind of work, and it is the reason siding companies keep moving off general-purpose platforms and onto the QuoteIQ siding installation software stack.
Start with how a siding estimate actually gets sold. Homeowners rarely buy the first number they hear — they buy after they understand what the money buys. Options Estimates put a Good/Better/Best ladder on one document, so premium vinyl, fiber cement and engineered wood sit next to each other with the same scope and the same measurements underneath them. Package Estimates handle the other half of the sale: bundling siding with soffit, fascia and window trim wraps into a single complete-exterior number instead of four separate quotes the customer has to reconcile. Both estimate types are on every plan, alongside Standard Estimates for line-item work and Quick Estimates for a two-panel repair you do not want to spend twenty minutes writing up.
Measurement is where siding contractors lose the most unbilled hours. MapMeasure Pro, included from the Beginner plan up, measures wall face areas, gable triangles and soffit and fascia runs from satellite imagery inside the estimate you are already building, and as of the August 2026 release it also scrolls back through years of historical aerial imagery and calculates, displays and saves roof pitch. That matters more on siding than people expect: pitch drives gable-end square footage, and gable square footage is the number most contractors eyeball and then eat. Property Street View and Zillow Quick Access sit beside it so you can see the existing cladding condition, story count and window count before you commit a truck to the drive.
Then there is the part nobody markets but every owner feels: knowing whether the job made money. Job Costing on the Pro plan and above runs Total Price minus Labor minus Expenses equals Profit with a margin bar, and labor pulls automatically from clocked hours rather than from a guess. Pair it with Expense Tracking for supply-house runs and staging rental, and Time Tracker Pro for GPS clock in and out, and you can finally answer the question that decides whether you should be quoting fiber cement or walking away from it. If you want to sanity-check your own numbers before you rebuild your price book, the QuoteIQ home service business calculators and the insulation cost calculator are free and require no account.
Siding also runs on documentation. Warranty claims on fiber cement turn on nail pattern, overlap and clearance from grade, and insurance restoration work turns on timestamped damage photos an adjuster will accept. QuoteIQ Cam gives you unlimited 4K photo and video capture organized by job and date, custom inspection forms with exportable PDFs, and a documentation archive that lives on the customer record instead of on somebody’s camera roll. Contract Attachments bind the color selection, the manufacturer spec sheet and the scope addendum to the estimate itself, so the version the crew reads is the version the customer signed with e-signatures.
Finally, siding is seasonal unless you make it not seasonal. The companies that stay busy in February are the ones running more than one channel — insurance restoration after a hail event, builder new-construction packages, property management multi-unit replacements, and retail re-sides. Pipelines & Deals on Elite and Max keeps those channels in separate boards with close-probability weighting, so a forecast reflects what is likely rather than what is hopeful. Co-Founders Mike Vidan and Justin Rogers built QuoteIQ out of that reality, which is why the exterior-trade tooling is native instead of bolted on.
Siding demand is not one product. Census Survey of Construction data compiled by NAHB shows stucco as the most common principal siding material on new single-family homes started in 2023 at 26.8%, with brick or brick veneer at 18.5%, wood products at 5.1% and stone at 1.2% — and fiber cement’s share up roughly 14 percentage points over two decades. A quoting system that assumes one material and one price per square foot is already behind the market you are selling into.
Every CRM claims to serve contractors. The question worth asking is narrower: does the software understand squares, waste factor, staging, gable ends and warranty documentation, or does it just have a calendar and an invoice button? Below are the twelve capabilities siding contractors lean on hardest inside QuoteIQ, with the plan each one lives on so you are never guessing what your subscription actually includes.
Options Estimates build a Good/Better/Best ladder against a single measured scope. On an 18-square exterior you can present premium vinyl Dutch lap, fiber cement smooth lap and engineered wood in cedar texture as three priced tiers on the same document, each with its own trim package, house wrap spec and finish. The homeowner compares materials instead of comparing you against another contractor’s number. Markup and discount controls, deposit requirements and real-time totals recalculate as you move between tiers, and the accepted tier converts to an invoice in one tap.
MapMeasure Pro measures wall faces, gable triangles, soffit perimeter and fascia runs from aerial imagery inside estimate creation, with drawing tools for dormers and bump-outs. Measurements save to the customer profile and export straight into the quote, and screenshots attach as visual proof of measured scope. The August 2026 release added a historical imagery timeline plus calculated roof pitch, so you can see what the house looked like three roofs ago and get the pitch that drives your gable square footage.
Inventory Management runs five modules — Products, Locations, Suppliers, Orders and Transactions. Track vinyl by profile and color, fiber cement by style, engineered wood by texture, house wrap rolls, J-channel, starter strip, inside and outside corners, soffit panels, fascia stock, coil, flashing, ring-shank nails and sealant across warehouse, trailer and active sites, with reorder points and In Stock / Low / Out indicators. Materials on estimates link to products so pricing stays current, and stock deducts when the invoice is paid — a deposit does not move stock.
Job Costing gives each job a Report tab: Total Price minus Labor minus Expenses equals Profit, with a profit-margin bar. Labor pulls automatically from Time Tracker Pro hours at each employee’s rate, and expenses link to the job as they are entered. Divide by squares installed and you finally have a defensible per-square cost for vinyl versus fiber cement versus engineered wood on your crews, in your market, with your waste factor — not a number from a forum post.
Package Estimates bundle the work that only makes sense while the staging is up: vented aluminum soffit by the linear foot, fascia wrap in coil stock, window and door trim wraps by the opening, and decorative shutters by the pair. Build the package on site as an add-on to the signed siding scope rather than as a separate quote the customer has to re-approve, then hide or show individual line-item prices depending on how you want the bundle to read. Sub-items let you nest trim components under the parent scope line.
Curb appeal is the entire sale on a re-side, and homeowners struggle to picture a color they have only seen on a four-inch sample board. Before & After AI generates a realistic “after” image from the actual photo of the customer’s house in roughly fifteen to twenty seconds and attaches it to any estimate type or invoice. Each regeneration draws credits again, so shoot the elevation once, cleanly, before you start iterating colors. The Before & After Photo Editor handles the completed side-by-side for marketing.
Scheduling is drag-and-drop across day, week, month and employee-timeline views, colour-coded by status, with multi-day work rendered as one continuous event rather than five disconnected blocks. When rain pushes a tear-off, you drag it and the downstream sequence moves with it, and you can drag a single occurrence of a recurring series without disturbing the rest. Schedule Later lets you create a job with no date at all — useful when material lead time, not your calendar, is the constraint. Google Calendar sync is two-way.
QuoteIQ Cam captures existing condition, tear-off, sheathing repair, house wrap, starter alignment, wall-by-wall course progress, trim detail and the finished elevation — organized by job and date, with annotations, before-and-after comparisons and unlimited 4K cloud storage. Custom inspection forms with customizable PDF sections turn that documentation into something an adjuster or a manufacturer warranty department will actually accept, and galleries can be shared with the customer directly.
Full-house re-sides are large tickets, and the most common objection is timing rather than price. Consumer Financing puts Affirm at up to $30,000 per job on three- to thirty-six-month terms, plus Klarna Pay-in-4 and Pay-in-30 and Afterpay Pay-in-4, in front of the customer at checkout. They apply in about thirty seconds and get an instant decision; you are paid in full up front and the provider carries collections and default risk. It is available on every plan, including during the trial, and it is independent of which payment processor your account runs on.
AI Autopilot is conversational control of the whole CRM by voice or text, spanning 55 integrated tools across 13 categories. “Move all of today’s jobs to Friday and text every customer” is a real command, and so is “invoice all of today’s completed jobs and send them” — both worth having on a Tuesday when the forecast turns. In the app the interface is labelled Ask AI; Autopilot is the brand name for the same feature. AI Estimator handles the other direction, turning property photos into market-accurate line-item pricing.
The Virtual Call Team answers inbound calls around the clock, qualifies the lead, filters spam, and delivers a summary and notification with every call recorded and transcribed against the customer record. You configure its knowledge base, voice and personality, and it can run outbound and simultaneous call campaigns. It is metered in IQ Credits at 125 credits per minute, so the practical answering capacity is set by your plan’s credit allocation — it is not an unlimited call centre, and it is worth budgeting credits before hail season.
Pipelines & Deals — labelled Deals in the app — gives you Kanban and list views with stage close-probability percentages and weighted value calculated as amount times probability, plus six-metric analytics covering total, weighted, open, closed-won, new and average deal age. Run insurance restoration, builder new-construction, property management and retail re-side as separate boards. Elite supports up to five pipelines; Max is unlimited. Attachments, internal notes and multi-assignee support keep the adjuster paperwork with the deal.
Crew capacity, not lead volume, is what caps most siding companies. The Bureau of Labor Statistics projects carpenter employment to grow 4% from 2025 to 2035 with roughly 62,800 openings per year, most of them replacing people who leave the trade. That is the backdrop for every hiring decision you make — and the argument for software that lets a two-crew operation quote and document like a six-crew one. Related trades worth cross-selling into: gutter installation, window replacement and insulation.
The following is a worked example, not a case study — the dollar figures are illustrative and yours will differ by market, material and crew rate. What it shows is the sequence: where the data enters the system, where it gets reused, and where the margin either survives or quietly disappears. Note the vocabulary the app now uses after the August 2026 rename: a “job” is the scheduled visit on your calendar, and the older record type is a “job form.”
Your calendar shows Site 1 on day three of a 22-square fiber cement re-side on a two-story colonial. Day one was tear-off and sheathing repair, where the crew found rotted OSB behind the north wall — documented in QuoteIQ Cam, written up as a change order and signed the same day with e-signatures before a single board went back on. Day two was house wrap, starter strip and the first-floor south and west elevations. This morning the inventory record confirms the bundles staged on site by colour and length, plus the trim boxes and the coil stock for window wraps. Everyone clocks in on Time Tracker Pro with GPS verification, and Location Tracking shows the live team map while they are on the clock. Crew two is on a 14-square vinyl ranch across town doing tear-off and wrap today, siding tomorrow. Two crews, one calendar, no phone tag.
First course snapped to the chalk line at 7:30. The install runs the way it always runs: measure, score and snap or saw the complex cuts around openings, nail on-centre into studs through the wrap, keep the overlap consistent. What changes is that QuoteIQ Cam is capturing each elevation as the courses go up, because manufacturer warranty claims turn on nail pattern, overlap and clearance from grade, and none of that is provable from memory eighteen months later. Material draw goes into Expense Tracking against the job as it happens, with receipts attached, so the supply-house run at lunch is not a mystery line on a card statement in March. If the crew hits a question, Team Communication keeps it in the job thread instead of a group text nobody can search.
At four you leave for a consultation you already know the shape of. Before getting in the truck you ran MapMeasure Pro: roughly 1,800 square feet of wall — call it 18 squares — two front gables with pitch calculated from aerial imagery, twelve windows, two entry doors, attached garage. Property Street View already showed you chalky builder-grade vinyl with yellowed corner posts. On site you walk all four elevations with the owner, confirm the brittle panels and the moisture damage behind the gutter line, and build the Options Estimate live: premium vinyl as Standard, fiber cement as Upgraded, engineered wood as Premium — same measured scope under all three. Then you show Before & After AI rendering her actual house in the upgraded colour, attach the spec sheet and warranty with Contract Attachments, and send for signature.
Before she signs, you walk the soffit line. Vents are clogged, the fascia has taken water behind the gutter, and every board of it is coming off anyway when the siding does. This is the single highest-leverage moment in a siding sale, and it is worth a separate document: build a Package Estimate on the spot with vented aluminum soffit and fascia wrap priced by the linear foot, window and door trim wraps priced by the opening, and shutters by the pair — presented as one complete-exterior add-on rather than five line items she has to evaluate individually. If the combined number gives her pause, Consumer Financing is right there at checkout. Deposit collected through online payments by card, ACH, Apple Pay or Google Pay; the deal moves to Contract Signed in Deals.
Mid-week you open the Report tab on Site 1. Job Costing shows contract value including the sheathing change order, materials pulled from linked inventory and logged expenses, labor computed from actual clocked hours at each installer’s rate, and staging rental as an equipment expense. The margin bar tells you where you are before the job closes, which is the only time the number is still actionable — if waste is running ahead of estimate on the gables, you find out on Wednesday, not at year-end. Site 2’s vinyl ranch gets the same treatment. Over a season this is how you build a real per-square cost table for each material, and Business Analytics rolls it into revenue by service, employee and crew alongside conversion rate and average ticket.
Site 1 finishes: second floor, gables, trim, caulk, touch-up. The final elevation photos are the best marketing asset you will produce all month, and the Before & After Photo Editor builds the side-by-side in a minute. Final invoice goes out with the documentation attached; payment lands by ACH; inventory deducts on payment, not on completion. Review Multiplier handles the review request, either as an instant post-payment redirect or as an email and SMS sequence. Then the builder call comes in — twenty homes, one sub for the whole exterior envelope. You template the scope in Standard Estimates, drop the deal into the builder pipeline, and let the weighted forecast tell you what it is actually worth.
Nothing in that week required a second app. No separate photo subscription, no spreadsheet for material draw, no third-party e-sign tool, no second phone line — ClientHub on Pro and above gives you a dedicated business number with two-way calling and texting logged to the customer record, and the Client Portal lets the homeowner approve estimates, pay invoices and view job photos without downloading anything. When you need to bill a template invoice again next season, Invoice Subscriptions and reusable invoice templates handle it. If you are still running paper, the free contractor invoice template and construction invoice template are a reasonable first step before you migrate.
Software comparison content ages badly. Vendors restructure plans, move features between tiers, retire add-ons and change seat pricing on their own schedule, and a table written eight months ago can be confidently wrong in every cell. So this page will not quote another vendor’s prices, seat counts or trial terms at you. Verify those yourself, on the day you are deciding, on the vendor’s own pricing page — that is the only source that is current by definition. Jobber, Housecall Pro and ServiceTitan all publish their own materials, and the QuoteIQ comparison hub keeps head-to-head breakdowns maintained separately from this page. If you are modelling enterprise-tier total cost, the ServiceTitan pricing calculator is a useful sanity check.
What travels well is the requirements list. Below is what a siding operation genuinely needs a platform to do, what “good” looks like for each requirement, and the QuoteIQ plan where it lives. Take this table to any vendor demo and make them answer it line by line — including ours.
| Requirement for siding work | What “good” looks like | QuoteIQ plan |
|---|---|---|
| Material-tier estimating | Three priced material options on one document against one measured scope, with per-tier trim and finish specs | All plans (Options Estimates) |
| Exterior measurement | Wall faces, gable ends and soffit/fascia runs measured from aerial imagery inside the estimate, saved to the customer record | Beginner and up (MapMeasure Pro) |
| Roof pitch and history | Calculated pitch plus historical aerial imagery for gable math and pre-existing damage | Beginner and up (inside MapMeasure Pro) |
| Photo documentation | Unlimited 4K capture organised by job and date, annotations, before/after, exportable inspection PDFs | Beginner and up (QuoteIQ Cam) |
| Materials and trim inventory | Products, locations, suppliers, orders and transactions, with reorder points and estimate linkage | Elite and up |
| Job-level profitability | Price minus labor minus expenses with labor pulled from clocked hours, not typed in | Pro and up (Job Costing) |
| Package upselling | Bundled soffit, fascia and trim scopes as a single add-on document with optional price hiding | All plans (Package Estimates) |
| Multi-channel pipeline | Separate boards for storm, builder, property management and retail with probability-weighted forecasting | Elite (up to 5 pipelines) · Max (unlimited) |
| Customer financing | Affirm, Klarna and Afterpay at checkout, contractor paid up front, provider carries the risk | All plans, including trial |
| Business phone line | Dedicated number, two-way call and text inside the CRM, every message on the customer record | Pro and up (ClientHub) |
| Self-service for customers | Branded portal for approvals, payments, photos and requests with no app download | Pro and up (Client Portal) |
| Crew management | GPS clock in/out, per-job hours, role permissions, crew-level scheduling and analytics | Elite (EmployeeHub) · Max (crew creation and scheduling) |
| Accounting sync | Two-way sync of invoices, payments, customers and expense categories to QuickBooks Online | Pro and up |
| Seat economics | Named seats included in the plan price rather than billed per user | 1 / 2 / 4 / 10 / unlimited by plan |
When you compare platforms, compare the seat-inclusive number, not the headline number. QuoteIQ includes 1 user on Essentials at $29.99, 2 on Beginner at $74.99, 4 on Pro at $149.99, 10 on Elite at $299 and unlimited on Max at $699 — with annual billing giving you two months free at every tier. A siding company with an owner, an estimator, two crew leads and an office manager is a five-seat business; price every candidate platform at five seats before you compare anything else, because per-seat billing is where quoted prices and invoiced prices usually part company.
A siding company usually splits its labour by material long before it splits it by geography. The fiber cement and engineered wood crew handles the slow, high-margin work — staging, complex cuts, gable detail, factory-finish handling. The vinyl crew runs volume: re-sides, repairs, restoration turnarounds. Those two crews have different day lengths, different tool loads and completely different cost per square, and if your software cannot tell them apart your analytics are averaging two businesses together.
EmployeeHub on Elite and above carries the employee database with hourly rate and availability, roles and permissions that control what each person can open, and a live team map through GPS Location Tracking that runs only while people are clocked in — it pauses on breaks and stops at clock-out, and clocked-out employees never appear on any map. Time Tracker Pro records GPS clock in and out, per-job hours, break counts and durations, with admin-only manual adjustments and a full edit history — which is exactly the audit trail you want the first time someone disputes a timesheet. Hours export to whatever payroll system you already run; QuoteIQ does not calculate overtime and does not run payroll itself.
The permission layer matters more than owners expect. An estimator can be given the ability to run satellite measurements, build tiered estimates, manage the deal board and answer ClientHub messages without ever seeing per-job margin or being able to change price-book rates. Crew leads get the calendar, the job forms and the camera, and nothing else. The August 2026 release rebuilt employee permissions with clearer gates and separated calendar permissions properly, and permission-restricted users now land on shortcut cards rather than the full dashboard. On Max you also get crew creation, crew scheduling and crew-level analytics and routing, plus the Sales Team Tracker for commission percentage per rep with leaderboards and year-to-date figures.
For companies running enough volume to care about drive time, Route Optimization on Elite and above sequences the day’s stops for minimum drive time and recalculates when a late addition lands, cutting drive time by 15–30%. Route Density answers the different question of where your work clusters, which is what you actually want when deciding which zip codes to canvass after a hail event. Density tells you where; optimization tells you in what order.
Two regulatory realities shape siding work more than any feature list, and both create documentation obligations that belong in the CRM rather than in a filing cabinet.
The first is lead. Under the EPA’s Renovation, Repair and Painting rule, any firm paid to disturb paint in housing or child-occupied facilities built before 1978 must be certified — including sole proprietorships — and firms cannot advertise or perform covered renovation work without that firm certification. Minor repair and maintenance is exempt only when it disturbs 20 square feet or less on the exterior, which almost no re-side does. The EPA’s contractor guidance also requires distributing the Renovate Right pamphlet before work begins and retaining records. Practically: attach the certification, the signed pamphlet acknowledgement and the containment photos to the job with Contract Attachments and QuoteIQ Cam, and it is retrievable years later from the customer record.
The second is staging. Siding lives on scaffold and lift, and OSHA 29 CFR 1926 Subpart L governs scaffold capacity, construction, inspection and training — including inspection by a competent person before each work shift and after anything that could affect structural integrity, and documented training for everyone who erects, moves or uses it. A daily inspection form with a photo attached takes a crew lead ninety seconds and produces a dated record that exists whether or not anyone remembers the morning.
Siding crews drive: supply house, staging yard, two active sites and three estimates a day. The IRS standard mileage rate for business use in 2026 is 76 cents per mile as of July 1, up from 72.5 cents for the first half of the year. At 25,000 business miles that is a materially different deduction depending on which half of the year the miles fell in — which is an argument for logging expenses against jobs in Expense Tracking as they happen rather than reconstructing them in April.
Seasonality is the structural problem in this trade, and the fix is channel diversity rather than heroic marketing spend. Four channels carry siding companies through a slow quarter, and each one needs a different pipeline and a different set of templates.
The cheapest revenue you will ever book is the soffit, fascia and trim work on a house whose siding you are already removing. The staging is spec’d, the crew is mobilised, and the incremental labour is a fraction of what the same scope costs as a standalone callback six months later. Make it a standard step in your sales process rather than an occasional afterthought: build the Package Estimate on the same visit, present it as one complete-exterior figure, and let financing absorb the payment objection. Track attach rate in Business Analytics so you know whether your estimator is actually pitching it.
Builders want one sub for the whole envelope and they want a number fast, per plan, without a site visit. Standing scope templates per floor plan in Standard Estimates turn a bid request into a same-day response, and a dedicated builder pipeline in Deals with realistic close probabilities keeps a twenty-home commitment from distorting your forecast before it is signed. Builder work smooths the calendar; it rarely carries retail margin, so cost it honestly with Job Costing before you commit crews to it.
Hail and wind create demand spikes that reward whoever answers the phone and documents fastest. The Virtual Call Team answers and qualifies inbound calls around the clock within your credit allocation; QuoteIQ Cam produces the timestamped damage record; Contract Attachments holds the adjuster’s paperwork on the deal. Run restoration as its own pipeline with its own stages — inspection, claim filed, approval, supplement, scheduled — because it has nothing in common with a retail sales cycle.
Multi-unit replacements are the least glamorous and most predictable work in the trade. They reward repeatable documentation and clean recurring billing: Invoice Subscriptions, mass invoicing from the jobs dashboard, and a Client Portal the property manager can log into instead of emailing you for status. For outbound work into adjacent trades — remodeling, general contracting, painting — Mass Campaigns on Elite and above sends segmented SMS and email, though note you connect your own Twilio and SendGrid gateways and carry those carrier costs yourself.
The hidden cost of running a siding company is rarely the CRM line item. It is the photo app, the e-sign tool, the second phone line, the measurement subscription, the campaign tool and the spreadsheet holding your material draw together. QuoteIQ consolidates that stack, and the tiles below all link to the feature page so you can check the detail rather than take a marketing sentence at face value.
Two more worth calling out for siding specifically. InstaQuote on Elite and above lets a homeowner self-quote from a service library you control and submit for approval — useful for repair and small-scope work you do not want to send an estimator to — and InstaSchedule lets them book against your real, live calendar availability at eleven at night. Proposal+ turns any estimate into a full branded proposal with your company story, service list, photo gallery, documents and customer reviews; it is available on every plan and consumes 100 IQ Credits per send, free during the trial and on Elite and Max.
Five plans, published rates, named seats included in the plan price rather than billed per seat. Every plan carries the four estimate types, scheduling, invoicing, customer payments, Consumer Financing, e-signatures and the AI suite funded by that plan’s monthly IQ Credit allocation. Annual billing gives you two months free at every tier. Most siding companies with an estimator and a crew lead in the system land on Pro, because that is where Job Costing, ClientHub, the Client Portal, Automations and QuickBooks Online begin. Companies running inventory, a deal board or GPS crew tracking move up to Elite.
A few mechanics worth understanding before you pick a tier. IQ Credits are the virtual currency behind the AI features — they are included monthly, reset each billing cycle, and every AI action shows its credit cost and asks for confirmation before it runs, so there are no surprise draws. Credits are not money: they carry no cash value, are non-transferable, are non-refundable once purchased or consumed, and expire on cancellation. Upgrading mid-cycle charges the prorated difference, credits jump immediately, and annual rates adjust proportionally. Add-ons sit outside the plan price: the AI Website Builder is $34.99/month and is included on Max, additional businesses are a paid add-on with four included on Max, and Done-For-You setup — contact import, price book build and a one-on-one onboarding session — comes in two tiers at $299.99 and $999.99. Full detail lives on the pricing page and the features hub.
Customers can pay a siding invoice by credit or debit card, ACH bank transfer, Apple Pay or Google Pay online, with cash and check recorded manually in the app. Recurring auto-pay is supported, cards on file appear on the customer profile, and there is an ACH toggle in Bank Details settings. Deposits and partial payments are native, which matters on a $20,000 re-side where the deposit funds the material order. Payouts and bank details are configured in Settings, and processing terms vary by method, configuration and volume — check your own account rather than any published figure.
QuoteIQ is the best CRM for siding contractors in 2026 because it handles the four things siding work actually turns on — material tiers, exterior measurement, documentation and per-square margin — inside one platform starting at $29.99 per month. Options Estimates put vinyl, fiber cement and engineered wood on one document against one measured scope. MapMeasure Pro measures wall faces, gable ends and soffit runs from aerial imagery with calculated roof pitch. QuoteIQ Cam stores unlimited 4K job documentation for warranty and adjuster use. Job Costing on Pro and above computes price minus labor minus expenses with labor pulled from clocked hours. More than 40,000 contractors use QuoteIQ, rated 4.7 across 4,103 reviews. Material mix matters here too: NAHB analysis of Census data shows stucco leading new single-family starts at 26.8% in 2023, with fiber cement’s share climbing steadily — so single-material quoting tools are a poor fit. Start on the pricing page.
QuoteIQ costs $29.99 per month for Essentials with 1 user and 500 IQ Credits, $74.99 for Beginner with 2 users and 1,500 credits, $149.99 for Pro with 4 users and 3,000 credits, $299 for Elite with 10 users and 5,000 credits, and $699 for Max with unlimited users and 8,000 credits. Annual billing gives two months free at every tier. Seats are included in the plan price rather than billed per user, which is the number to compare across vendors. Add-ons are separate: AI Website Builder at $34.99 per month, included on Max, and Done-For-You setup at $299.99 or $999.99 one time. Most siding companies choose Pro because that is where job costing, ClientHub and QuickBooks Online begin. Budget for vehicle costs alongside software — the IRS standard mileage rate is 76 cents per business mile as of July 1, 2026.
Yes — MapMeasure Pro, included from the $74.99 Beginner plan up, measures wall face areas, gable triangles, soffit perimeter and fascia runs from aerial imagery inside estimate creation, with drawing tools for dormers and irregular elevations. Measurements save to the customer profile and export directly into the quote, and screenshots attach to the estimate as proof of measured scope. The August 2026 release added a historical imagery timeline plus calculated and saved roof pitch, which is what drives gable-end square footage — the number most contractors eyeball and then absorb. Pair it with Property Street View and Zillow Quick Access to confirm existing cladding condition and window count before sending a truck, then build the tiered quote in Options Estimates. Remember that pre-1978 homes bring EPA RRP obligations regardless of how you measured; check the build year, not just the elevation. Free business calculators help sanity-check the output.
Use Options Estimates, available on all five QuoteIQ plans including the $29.99 Essentials tier. One measured scope carries three priced tiers — premium vinyl, fiber cement and engineered wood — each with its own trim package, house wrap spec and finish, so the homeowner compares materials rather than comparing contractors. Real-time totals, markup and discount controls, deposit requirements and per-line price hiding all recalculate as you move between tiers, and the accepted tier converts to an invoice in one tap. Before & After AI renders the customer’s actual house in the upgraded material in roughly fifteen to twenty seconds, which does more for a colour decision than a sample board. For a two-panel repair rather than a full re-side, Quick Estimates get the number out in under a minute. Add Package Estimates for the soffit, fascia and trim bundle, and Consumer Financing for terms up to $30,000 per job through Affirm. Census housing characteristics data shows how sharply material preference varies by region.
Yes — QuoteIQ Inventory Management is included on the $299 Elite plan and above, and it runs five modules: Products, Locations, Suppliers, Orders and Transactions. Track vinyl by profile and colour, fiber cement by style, engineered wood by texture, house wrap, J-channel, starter strip, inside and outside corners, soffit panels, fascia stock, coil, flashing, fasteners and sealant across warehouse, trailer and active job sites, with reorder points and In Stock, Low and Out indicators. Products carry SKU, category, unit, cost, customer price and visible margin. Materials on estimates and invoices link to products so pricing stays current. One mechanic matters: stock deducts when the invoice is paid, and a deposit does not count as paid — plan your reorder points around that. Pair inventory with Expense Tracking, Job Costing and Business Analytics. Staging and material handling also carry OSHA Subpart L obligations worth logging on inspection forms.
Use Job Costing, included on the $149.99 Pro plan and above. Each job gets a Report tab running Total Price minus Labor minus Expenses equals Profit with a margin bar, and labor is computed automatically from Time Tracker Pro clocked hours at each employee’s rate rather than typed in from memory. Log material draw, staging rental and supply-house runs through Expense Tracking as they happen, link them to the job, then divide the finished cost by squares installed. Do that across a season and you have a defensible per-square cost for each material on your crews in your market with your real waste factor, and Business Analytics rolls it up by service, employee and crew. The Hourly Rate Calculator under Business Calculators sets the labour rate you cost against. Crew capacity is the binding constraint for most companies — BLS projects about 62,800 carpenter openings annually through 2035.
Yes. Every plan includes a 14-day free trial with full access to the features of the plan you choose — not to a higher tier. A credit or debit card is required to start. One trial applies per person, per business and per payment method, it converts to paid at your selected plan’s rate unless you cancel before it expires, and you can cancel any time during the trial. Proposal+ sends are free during the trial, and Consumer Financing is available during it as well. The practical way to test it as a siding contractor is to run one real job end to end: measure an elevation in MapMeasure Pro, build a tiered Options Estimate, document tear-off in QuoteIQ Cam, and invoice through Invoicing. Confirm your EPA firm certification paperwork is attached to that job while you are at it. Fourteen days is enough to answer the only question that matters: does the estimate you send from this platform close at a better rate than the one you send today?
QuoteIQ handles restoration work through a dedicated pipeline plus documentation tooling. Pipelines & Deals on Elite and above — Elite supports up to five pipelines, Max is unlimited — lets you run insurance restoration as its own board with stages for inspection, claim filed, approval, supplement and scheduled, each carrying a close probability so weighted forecasting reflects reality. QuoteIQ Cam produces timestamped 4K damage documentation and exportable inspection form PDFs, and Contract Attachments keeps the adjuster’s paperwork bound to the job. Speed of response decides who wins storm work, so the Virtual Call Team answers and qualifies inbound calls around the clock, metered at 125 IQ Credits per minute against your plan allocation. Storm-damaged homes are frequently pre-1978, which puts EPA RRP firm certification squarely in scope for the repair.
A walkthrough of estimating, scheduling, documentation and invoicing inside QuoteIQ — the same sequence a siding crew runs on a re-side.
Watch Video →Migration is where most software decisions die. This is the shortest sequence that gets a siding company genuinely operating in QuoteIQ rather than half-moved.
Sign up at the pricing page and choose the plan matching your real seat count and feature needs — the trial gives full access to that plan’s features, so trialling Essentials will not show you Job Costing. Most siding companies should trial Pro or Elite. Allow about ten minutes.
Bring your customer list in by CSV from any CRM using AI Smart Import with automatic column mapping, or import from phone contacts. Then build the price book around squares and linear feet: siding by material and profile, soffit and fascia by the foot, trim wraps by the opening. Done-For-You setup covers this if you would rather not — $299.99 or $999.99 depending on tier. Allow a half day.
Take the next real estimate through the full sequence: measure in MapMeasure Pro, build tiers in Options Estimates, send for e-signature, schedule the crew, document in QuoteIQ Cam, then invoice. One complete cycle teaches more than a week of clicking around. Allow one job.
Add crew and estimator accounts in EmployeeHub, set roles so estimators cannot see margin and crews cannot change pricing, turn on Time Tracker Pro so job costing has real labour data, and connect QuickBooks Online on Pro and above. Allow one to two hours.
Great app for all people in the exterior cleaning business! Literally anything you need to document to cover your behind! People who created this app knows the ins and out of the business!
Brandon KitchingApp StoreGreat app! Very user friendly. Perfect for saving customers information, photos, and addresses. Also has useful tools to help you create invoices on the fly. And you can even measure the square footage of the house/roof and concrete. I definitely recommend giving it a try.
Davey OwenGoogle PlayQuoteIQ has already started paying dividends for my new business. The Estimates and Invoices are outstanding, including the ability to add photos. Clearly, lots of entrepreneurial thinking has gone into the design of this CRM! If you’re considering your options, choose QuoteIQ
Vance DickeyGoogle PlayMaterial-tier estimating, satellite exterior measurement, 4K documentation, per-square job costing, inventory, storm and builder pipelines and an AI suite — from $29.99 per month, with 14 days to test it on real jobs.
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
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.
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