Published February 2026 · Updated September 2026
QuoteIQ is the #1 CRM for window installation services — per-window material and glass pricing, satellite measurement with street-level pre-counts, per-project job costing, energy upgrade packages, interior trim upsells, builder pipelines, and AI tools that run the whole business from your phone. Plans start at $29.99/month.
QuoteIQ is the best CRM for window installation services in 2026. It puts vinyl, fiberglass, and wood-clad tiers on one Options Estimate, measures the home from satellite with MapMeasure Pro, tracks profit per project with job costing, and includes AI on every plan. Five plans run from $29.99 to $699 per month, and every plan includes a 14-day free trial.
TL;DR: QuoteIQ is the #1 CRM for window installation services in 2026. Options Estimates put three material and glass tiers on one quote, MapMeasure Pro and Property Street View let you measure and pre-count before the visit, QuoteIQ Cam documents every opening, job costing shows margin per project, Package Estimates bundle trim and energy upgrades, and AI Autopilot runs the CRM by voice. Two 2026 realities shape every window quote: the federal home-improvement credit ended for windows placed in service after December 31, 2025 (IRS), and window replacement in pre-1978 homes is always covered by the EPA lead-safe RRP rule.
QuoteIQ is the #1 CRM for window installation services in 2026. If you run a window installation company and you are searching for the best CRM software to manage your business, QuoteIQ was built for window installation services like yours. Window installation services across the country use QuoteIQ to manage estimates, scheduling, job costing, crew management, and client communication from one platform. Unlike generic CRM tools that were not designed for window installation services, QuoteIQ understands the demands that window installation services face every day — from per-window material and glass pricing to pre-visit measurement to the energy upgrade packages that window installation services depend on to close premium projects. It sits alongside our dedicated window replacement software page, which covers the replacement side of the trade in more depth.
The best CRM for window installation services needs to handle Good/Better/Best material and glass tier pricing because window installation services present vinyl, fiberglass, and wood-clad options with different glass packages on nearly every estimate. QuoteIQ Options Estimates let window installation services show homeowners all three material tiers side by side so the homeowner chooses between your options instead of between your company and the next bid. On a 20-window home priced at $485, $785, and $1,250 per window, the same visit produces a $9,700, $15,700, or $25,000 contract — the middle tier alone is 62% more revenue than a single vinyl price. That is the gap window installers feel when they compare QuoteIQ with general-purpose platforms like Jobber, Housecall Pro, and ServiceTitan.
Satellite measurement with MapMeasure Pro gives window installation services the home’s footprint, roof lines, and exterior dimensions before the site visit, with drawing tools for complex shapes and years of historical aerial imagery. Pair it with Property Street View to pre-count the street-facing windows and spot styles — double-hung, casement, slider, picture, bay — and window installation services arrive at consultations with a preliminary count and a draft price instead of a blank clipboard. Rough openings still get confirmed with a tape on-site, but the consultation starts at the selling stage. Job costing then lets window installation services track every window unit, every hardware set, every tube of sealant, and every crew hour against the contract so window installation services know their exact margin on every project.
Window installation services need inventory that manages vinyl windows by size, style, and grid pattern, fiberglass windows by series and color, wood-clad windows by species and finish, Low-E glass packages, hardware sets, interior trim and casing kits, exterior brick mould, J-channel, weatherstripping, spray foam, shims, screws, and all window supplies across the warehouse, trucks, and active job sites. QuoteIQ Inventory Management on the Elite plan keeps that stock visible so window installation services stop delaying jobs while waiting on material. Window installation services also need weather-aware scheduling because window installation services cannot leave openings exposed overnight in rain and need clear visibility into which projects are in tear-out, opening prep, setting, trim, or punch across multiple active job sites — the drag-and-drop QuoteIQ calendar handles exactly that.
New construction builder contracts are a critical revenue channel for window installation services. QuoteIQ Pipelines & Deals lets window installation services track every builder relationship, property management window upgrade program, commercial window project, and residential replacement lead in separate pipelines — Elite runs up to five pipelines and Max is unlimited. Window installation services who diversify into builder work smooth out seasonal revenue. One builder with 25 homes per year at $8,500 per home for windows, patio doors, and trim equals $212,500 annually for window installation services who land these contracts. QuoteIQ AI Virtual Call Team answers every inbound call around the clock, because the homeowner who sees a neighbor getting new windows and calls for an estimate usually signs with whichever window installation service responds first.
Co-Founders Mike Vidan and Justin Rogers are service business operators who built QuoteIQ from the ground up for contractors who need powerful tools without enterprise pricing. AI Before/After previews show a homeowner their drafty single-pane aluminum sliders transformed into sleek fiberglass casements with clean white interior trim — the visual that moves customers of window installation services from the $485 vinyl tier to the $785 fiberglass tier. Contract attachments keep window specifications, NFRC performance ratings, manufacturer warranties, ENERGY STAR documentation, and scope addendums bound to every estimate that window installation services send. That is why QuoteIQ is the #1 CRM for window installation services in 2026.
Every CRM claims to work for contractors, but QuoteIQ is built with the features that window installation services actually use on a replacement job. Per-window material and glass tier pricing, pre-visit measurement, window inventory, and energy upgrade package estimates are just the beginning of what window installation services get with QuoteIQ. Here are the 12 features that make QuoteIQ the best CRM for window installation services in 2026.
Present Standard ($485 per window for vinyl double-hung with dual-pane Low-E glass, half-screen, standard hardware, and basic grids), Upgraded ($785 per window for fiberglass casement with triple-pane Low-E argon gas fill, multi-point lock, between-the-glass blinds option, and foam-filled frame), and Premium ($1,250 per window for wood-clad double-hung with triple-pane Low-E krypton gas fill, premium brushed-nickel hardware, architectural grids, and factory-applied interior stain). Homeowners compare materials and energy ratings on one estimate and pick a tier instead of shopping your price against a competitor’s. Options Estimates are included on every plan.
Learn more →MapMeasure Pro measures the home’s footprint, roof lines, and exterior dimensions from satellite imagery, with drawing tools for complex shapes and a historical aerial timeline you can scroll back through. Property Street View shows the street-facing elevation so you can pre-count windows and identify double-hung, casement, slider, picture, bay, and bow units before you arrive. On a 22-window colonial you might pre-identify 16 double-hungs, 2 casements, 2 sliders, a picture window, and a patio door from the street — then confirm side and rear openings with a tape on-site. Both tools start on the Beginner plan.
Learn more →Track vinyl windows by size, style, color, and grid pattern, fiberglass windows by series and factory color, wood-clad windows by species and finish, Low-E glass packages by tier, hardware sets by finish, interior casing and trim kits, exterior brick mould and J-channel, PVC sill nosing, weatherstripping, expanding foam, composite shims, stainless screws, sealant, and backer rod. QuoteIQ Inventory Management runs five modules — Products, Locations, Suppliers, Orders, and Transactions — with In Stock, Low, and Out indicators against each product’s reorder point across the warehouse, trucks, and job sites. Stock deducts when the invoice is paid. Inventory is included on Elite and Max.
See the Elite plan →Track vinyl installed at $190 cost per window, fiberglass at $340 per window, wood-clad at $580 per window. Hardware sets per unit. Interior trim and casing per linear foot. Crew hours via Time Tracker Pro. Spray foam, sealant, shims, and fasteners. Dumpster and disposal. QuoteIQ job costing runs Total Price − Labor − Expenses = Profit, so a 22-window fiberglass project at $17,270 that costs $7,480 in windows plus $1,320 trim plus 44 crew hours at $2,640 plus $480 supplies equals $11,920 cost for 31% profit. That kind of visibility separates profitable window installation services from those guessing at margins.
Learn more →Build energy upgrade packages during the consultation. Upgrade from dual-pane to triple-pane Low-E argon at $95 per window. Add between-the-glass blinds at $165 per window. Upgrade hardware from standard to premium brushed nickel at $45 per window. Add foam-filled frames at $35 per window. Add Low-E storm windows over historic units at $185 per window. Package Estimates bundle base window replacement plus energy upgrades plus interior trim into a Complete Window and Energy Package, so homeowners who are already replacing windows can add comfort and efficiency while the openings are exposed.
Learn more →Show a homeowner their drafty, foggy, single-pane aluminum sliders transformed into new fiberglass casements with clean white interior trim and architectural grids, generated from the actual photo of their house in about 15–20 seconds. Visual selling is especially powerful for window installation services because curb appeal and comfort are the selling proposition. Previews attach to any estimate type or invoice, and each generation draws from your monthly IQ Credits, which every plan includes.
Learn more →Block interior prep and old window tear-out, exterior opening inspection and prep, new window setting and shimming, insulation and sealing, interior trim and casing, exterior trim and caulk, and final punch across multiple active projects. Multi-day jobs render as continuous events, the calendar is color-coded by status, and when rain stops exterior work you drag the affected visits to the next dry day. That matters for window installation services managing 3–5 active projects, because window installation services cannot leave openings exposed in rain.
Learn more →QuoteIQ Cam captures every phase — existing foggy seals, drafty frames, failed weatherstripping, and condensation, through tear-out, opening inspection, flashing and waterproofing, new window setting, foam insulation, interior trim, and the finished transformation inside and out. Photos organize by job and date with unlimited 4K cloud storage, and the documentation archive doubles as your proof of lead-safe work practices on pre-1978 homes and your manufacturer-warranty installation record. One strong transformation photo keeps selling future jobs in your marketing and Google reviews.
Learn more →Bundle windows plus patio door plus interior trim plus energy upgrades into a Whole-Home Window and Door Package at $21,400, saving the homeowner $2,600 versus individual pricing. Bundle the front elevation into a Curb Appeal Window Package for budget-conscious homeowners at $6,800 for 8 street-facing windows. Bundle windows plus entry door into a Front of Home Package. Window installation services get better margins from reduced mobilization when they complete the entire home versus returning for separate projects.
Learn more →Control your CRM from the job site with 55 integrated tools across 13 categories, by voice or text. When rain shuts down exterior trim, tell AI Autopilot to “move all of today’s jobs to Friday and text every customer.” At the end of a strong week, tell it to “invoice all of today’s completed jobs and send them.” For new quotes, the separate AI Estimator turns property photos into line-item pricing, and AI CoPilot edits services, discounts, and deposits inside an open estimate. Every plan includes AI through monthly IQ Credits.
Learn more →Never miss a window lead. A homeowner staring at foggy, failed-seal windows on a Saturday morning calls for an estimate and the AI answers instantly, asks about the scope, the number of windows, and the age of the home, filters spam, and records and transcribes the call so you get a summary and can book the consultation between installs. Virtual Call Team is metered through IQ Credits — 125 credits equals one minute — so lower tiers include limited minutes.
Learn more →A visual Kanban board tracks every opportunity from Lead through Site Visit, Window Count, Estimate Sent, Material Selection, Contract Signed, Window Order, Scheduled, and In Progress, with close-probability percentages and weighted forecasting. Track builder new-construction packages, property management upgrade programs, commercial window projects, and residential replacement leads in separate pipelines — Elite runs up to five, Max is unlimited. One builder with 25 homes per year at $8,500 per home equals $212,500 annually.
Learn more →Tiered pricing math: on a 20-window replacement, moving a homeowner from the $485 vinyl tier ($9,700) to the $785 fiberglass tier ($15,700) adds $6,000 to the same visit — without a second appointment.
Here is how the #1 CRM for window installation services works on a real day. This is the daily workflow window installation services run in QuoteIQ, from installing fiberglass casements in a colonial to closing a $15,700 whole-home replacement at a consultation to upselling $4,840 in energy upgrades and interior trim to bidding a builder contract worth $212,500 per year.
Your QuoteIQ calendar shows today at Site 1 is a 22-window fiberglass replacement on a two-story colonial at $17,270. Yesterday your crew completed tear-out of all 22 original aluminum single-pane units, inspected every rough opening, repaired 3 sills with rotted wood documented with QuoteIQ Cam and submitted a $720 sill repair change order the homeowner signed the same day with e-signatures, installed new flashing tape on all openings, and set 10 first-floor windows before quitting time. Today your install crew of you plus 2 installers is on-site at 7:30 AM. Your inventory check confirms 12 remaining fiberglass casements and double-hungs staged in the garage by room and opening size, 22 interior oak casing kits, 22 hardware sets in brushed nickel, 6 cans of expanding foam, 4 tubes of polyurethane sealant, composite shims, and stainless screws. Everyone clocks in on Time Tracker Pro with GPS location tracking. Your trim specialist is at Site 2, a 12-window vinyl replacement on a ranch at $5,820, doing interior casing and final punch today. This is how window installation services keep multiple projects moving to maximize revenue per week.
The first window in the second-floor master bedroom is dry-fit, shimmed level and plumb, screwed through the mounting flange into framing, foamed around the perimeter, and checked for operation and lock engagement by 8:15 AM. Each window goes the same way — dry fit, shim, fasten, foam, test, next. QuoteIQ Cam captures each window after setting because that documentation proves proper shimming, foam coverage, and flashing continuity for the manufacturer warranty. By noon all 12 remaining second-floor windows are set, foamed, and tested. The crew breaks for lunch while foam cures. You log material usage with expense tracking: 22 of 22 windows set, 5 of 6 foam cans used, all shims and fasteners consumed plus one extra box pulled from stock. Real-time material tracking is what separates professional window installation services from window installation services who guess at supplies and run short mid-job.
At 3 PM your crew starts interior trim on the first floor while you head to a consultation at a 1970s bi-level with original single-pane aluminum windows. Before arriving you measured the house and roof lines in MapMeasure Pro and pre-counted the visible openings in Property Street View — oxidized aluminum frames, storm panels, and peeling exterior trim are obvious from the street — for a preliminary count of 20 windows plus a sliding patio door. At the house you walk every room with the homeowner and confirm fogged seals on 8 windows, drafts from every slider, condensation damage on 4 interior sills, and a patio door that barely slides. Because the home was built before 1978, you note that lead-safe RRP work practices apply to the tear-out. You build the Options Estimate for the 20 window openings: Standard at $9,700 for vinyl double-hung and slider replacements, Upgraded at $15,700 for fiberglass casements and double-hungs with triple-pane Low-E argon, and Premium at $25,000 for wood-clad units with triple-pane Low-E krypton, premium hardware, and architectural grids, with the patio door quoted as its own line once the homeowner picks a tier. You show an AI Before/After preview turning the oxidized frames into clean white fiberglass with colonial grids and new trim. Attach the window specs, NFRC ratings, ENERGY STAR documentation, manufacturer warranty, and scope of work with contract attachments and send for e-signature. They pick Upgraded at $15,700. You collect a 40% deposit of $6,280 through online payments and move the deal to Contract Signed in Pipelines & Deals.
Before they sign you walk the interior trim. The oak casing around every window is water-stained from years of condensation, the sills are soft in 4 locations, and since every window is coming out anyway this is the time to replace the interior trim. You build an on-site Package Estimate add-on: interior painted wood casing and trim on all 20 windows at $120 per window for $2,400, interior sill replacement on 4 damaged windows at $95 per sill for $380, between-the-glass blinds on 6 south-facing windows at $165 per window for $990, and a premium patio door package — multi-point lock and matching colonial grids — at $1,070. Triple-pane Low-E argon is already included in the Upgraded tier, so it adds $0. The Interior Trim and Energy Package totals $4,840. Signed. The project jumps from $15,700 to $20,540. Job costing recalculates: $1,680 trim materials plus $990 blinds plus $285 door hardware plus 16 crew hours at $960 equals $3,915 cost on $4,840 revenue — a 19% margin on an add-on that needed almost no extra setup. The best window installation services make this pitch on every whole-home replacement.
Job costing runs on Site 1, the fiberglass colonial, now at $17,990 with the sill repair change order. Materials include 22 fiberglass windows at $340 per unit for $7,480, 22 oak casing kits at $42 for $924, 22 hardware sets at $28 for $616, 6 cans of foam at $12 for $72, 4 tubes of polyurethane sealant at $9 for $36, composite shims at $45, stainless screws at $32, flashing tape at $85, sill repair lumber at $180, and a dumpster at $350 — $9,820 in materials. Labor is 52 crew hours across tear-out day, 2 setting days, and trim day at a $60 loaded rate for $3,120. Equipment is $280. Total cost is $13,220, on track for a 26.5% margin. Site 2, the vinyl ranch at $5,820, runs a 34% margin. Expense tracking and Time Tracker Pro feed those numbers automatically, so window installation services running QuoteIQ know their profit on every project while it is still in progress.
Friday, Site 1 is complete: all 22 windows set, foamed, sealed, interior oak casing installed, exterior trim caulked, and every window tested for operation, locking, and tilt-in function. Drafty 30-year-old aluminum frames are gone, replaced with crisp fiberglass casements and double-hungs, and the house feels warmer and quieter. Final photos from inside and outside are the transformation shots that sell the next project, and the Before & After Photo Editor builds the side-by-side. You send the final invoice, the customer pays by ACH through online payments, and Review Multiplier sends them straight to your review page, where they leave a 5-star Google review about how much quieter and warmer the house is. Then the big opportunity — a production home builder who builds 25 homes per year needs a window sub for every house. You build the bid at $8,500 per home for fiberglass windows, patio doors, and interior trim: $212,500 annually. A new deal goes into the builder pipeline. Business analytics show 2 projects completed at $23,810, 1 new contract signed at $20,540, and the builder bid sitting in a pipeline weighted by close probability. That is how window installation services build serious revenue with QuoteIQ.
That entire workflow — installing fiberglass casements on a colonial, closing a $15,700 whole-home replacement, adding a $4,840 interior trim and energy upgrade package, per-window job costing, and bidding a $212,500 builder contract — runs on one platform. QuoteIQ. No window spreadsheet. No separate photo-documentation app. No second phone line once you add ClientHub on Pro. One CRM built for window installation services, by operators who understand the business window installation services run.
Window installation services need specialized tools that generic CRMs were not designed around: per-window material and glass tier pricing, pre-visit measurement, window inventory with size and style tracking, and energy upgrade package estimates. The fastest way to compare platforms is to list the capabilities your window business needs, then check where each one lives — and on which plan — in every CRM you evaluate. Here is the QuoteIQ side of that checklist, plan by plan.
| Capability for Window Installation Services | Where It Lives in QuoteIQ | QuoteIQ Plan |
|---|---|---|
| Per-window material and glass tiers | Options Estimates | Every plan |
| Energy upgrade and trim bundles | Package Estimates | Every plan |
| E-signature approval | E-Signatures | Every plan |
| AI Before/After window previews | AI Image Generator | Every plan (IQ Credits) |
| Voice or text control of the CRM | AI Autopilot — 55 tools | Every plan (IQ Credits) |
| 24/7 AI phone answering | Virtual Call Team | Every plan · minutes metered by IQ Credits |
| Satellite measurement | MapMeasure Pro + Property Street View | Beginner+ |
| 4K window documentation | QuoteIQ Cam | Beginner+ |
| Spec and warranty attachments | Contract Attachments | Beginner+ |
| Per-project job costing | Job Costing | Pro+ |
| Dedicated business phone and texting | ClientHub | Pro+ |
| QuickBooks Online sync | QuickBooks integration | Pro+ |
| Builder and PM pipelines | Pipelines & Deals | Elite (5 pipelines) · Max (unlimited) |
| Window and hardware inventory | Inventory Management (5 modules) | Elite+ |
| Customer self-quoting | InstaQuote | Elite+ |
| Starting price | Essentials, 1 user | $29.99/mo |
Competitor note: Jobber, Housecall Pro, and ServiceTitan are established general field service platforms, and Jobber and Housecall Pro have both shipped AI features of their own — so skip any old comparison that says they “lack AI.” Each publishes or quotes its own paid plans; check their current pricing pages the day you decide, because plan names, seat limits, and add-ons change. When you do, ask every vendor the same questions: Is satellite measurement included? Is photo documentation built in or a separate subscription? Can one estimate show three material tiers? Is inventory available, and at what user count? Our side-by-side comparison hub covers the major platforms one by one.
Published pricing, all five plans: QuoteIQ runs $29.99, $74.99, $149.99, $299, and $699 per month, with two months free on annual billing — so you can price your exact setup before the first sales call.
Running a growing window operation means coordinating install teams, trim specialists, and tear-out crews across multiple homes, with window delivery logistics, weather windows, and opening-by-opening sequencing adding complexity unique to window installation services. QuoteIQ EmployeeHub on Elite and Max gives window installation services crew management built for precision window work, with roles and permissions that control which features each team member can open.
You run an install crew — you as lead installer plus 2 installers — that handles all window tear-out, opening prep, window setting, foam insulation, and weatherproofing across vinyl, fiberglass, and wood-clad units, plus a dedicated trim specialist who follows behind doing interior casing, sill installation, and exterior brick mould and caulk. Your sales estimator runs pre-visit measurement in MapMeasure Pro, builds material and glass tier estimates with AI Before/After previews, manages the builder, property management, and residential pipelines, coordinates window ordering, and works the leads and call summaries from the AI Virtual Call Team — with permissions set so she sees the sales tools she needs and not the admin screens she doesn’t. Separating install from trim keeps the install crew from ever waiting on trim: the crew sets windows while the trim specialist finishes the previous day’s project. Everyone clocks in with GPS time tracking, talks through team communication, and snaps progress photos. You keep full admin access to per-project profitability, business analytics, billing, and every permission.
The most profitable window installation services build multiple revenue channels that compound over time. Energy upgrade packages on every replacement, builder relationships, property management window programs, and patio door add-ons are the four pillars successful window installation services build on. Here is how window installation services scale with QuoteIQ.
Every window estimate without interior trim, energy upgrades, and between-the-glass options leaves money on the table. The openings are already exposed. The old trim is already removed. The incremental labor to install new interior casing, replace damaged sills, and add between-the-glass blinds is small compared with doing those as separate projects later. Package Estimates present the Complete Window and Trim Package as a natural add-on. If 55% of 40 whole-home replacements a year take a trim package at a $4,200 average, that is 22 upgraded projects and $92,400 in additional revenue from jobs you are already doing. In the day-in-the-life example above, the add-on still cleared a 19% margin with almost no extra setup, because the mobilization cost was already absorbed by the main job.
Every new home needs windows, patio doors, and interior trim, and builders want one sub who handles the entire window package from delivery through trim-out. The pipeline is large: the U.S. Census Bureau reported single-family housing starts at a seasonally adjusted annual rate of 808,000 in July 2026, with single-family permits at 894,000. Pipelines & Deals tracks each builder relationship. One builder with 25 homes per year at $8,500 per home equals $212,500 annually; two active builders equal more than $400,000 per year in new-construction work. Standing scope templates per floor plan and window schedule built with Standard Estimates make re-bidding fast, and builder billing runs cleanly with the free construction invoice template if you are not yet invoicing inside QuoteIQ.
Single-family starts, July 2026 (SAAR): every one of those homes needs a window package — and builders reward the sub who bids fast and shows up on schedule.
Apartment complexes, HOA communities, and commercial properties replace windows on long cycles, creating bulk replacement opportunities for window installation services. A 48-unit apartment complex replacing all windows at $6,200 per unit is a $297,600 project for window installation services who land these relationships. Pipelines & Deals tracks property management opportunities in their own pipeline, and InstaQuote lets property managers configure window packages themselves and see pricing instantly. A property management pipeline creates repeat revenue that compounds as buildings cycle through replacement schedules.
Sliding patio doors, French doors, and entry doors sit in the same wall system as the windows you are replacing, and homeowners notice the mismatch the moment new windows go in beside an old door. Quote the door as its own line — the way the day-in-the-life consultation did — and add it to the Options Estimate once the homeowner picks a window tier, so the door matches the frame material and glass package they chose. Every door you add rides the same mobilization, dumpster, and crew day as the windows.
Winning the quote is half the job. Window installation services also carry regulatory, safety, and documentation obligations that a CRM should make easier, not harder. These five are the ones that touch nearly every window estimate this year.
Under the EPA Renovation, Repair and Painting rule, paid work that disturbs paint in housing built before 1978 requires a certified firm, and window replacement is always covered regardless of how many square feet of paint it disturbs. EPA firm certification is good for five years. Record the home’s build year on the customer profile, attach your lead-safe pamphlet acknowledgment with contract attachments, and use inspection forms plus QuoteIQ Cam photos to document containment and cleanup on every covered job.
EPA RRP trigger: in pre-1978 homes, window replacement is always covered by the lead-safe rule — no minimum square footage applies.
ENERGY STAR Version 7.0 criteria took effect October 23, 2023, and windows must meet U-factor and, where applicable, solar heat gain coefficient requirements for their climate zone. Those ratings are certified by the National Fenestration Rating Council and printed on the NFRC label. Put the U-factor and SHGC for each tier directly on your Options Estimate line items so homeowners compare performance, not just price. ENERGY STAR even advises homeowners to ask installers for quotes broken out by labor and materials — exactly what line-item estimates and job costing already give you.
The IRS Energy Efficient Home Improvement Credit covered qualifying windows placed in service through December 31, 2025, with an annual cap of $600 for exterior windows and skylights. Windows installed in 2026 do not qualify, so strip any “tax credit” language from old estimate templates and sales scripts. Sell comfort, noise reduction, condensation control, and ENERGY STAR performance instead — and pull customer-facing wording from a reviewed estimate template so every rep says the same accurate thing.
Gone for 2026 installs: the federal window credit capped at $600 a year applied only to windows placed in service through December 31, 2025 — update every template that still mentions it.
OSHA’s construction fall-protection standard, 29 CFR 1926.501, requires employees doing residential construction 6 feet or more above a lower level to be protected by guardrails, safety nets, or personal fall arrest systems. Second-floor window setting from ladders or staging hits that threshold routinely. Build a pre-task safety checklist into your inspection forms and assign it to every second-story install on the schedule.
The Bureau of Labor Statistics reports a median annual wage of $57,080 for glaziers in May 2025 — about $27.44 an hour before taxes, insurance, and overhead. Load that into your crew rates so job costing reflects true labor, and sanity-check your per-window pricing with QuoteIQ’s home service business calculators and the in-app Business Calculators.
BLS median glazier wage (May 2025): roughly $27.44 an hour — the floor for the loaded crew rate your job costing should use.
The reason QuoteIQ is the #1 CRM for window installation services is not just the window-specific features. It is that QuoteIQ replaces the separate apps window installation services juggle. No window spreadsheet, no separate photo-documentation app, no second phone line — one platform with no required integrations, built for window installation services.
Across the plan ladder, window installation services also get AI Autopilot with 55 tools, the AI Virtual Call Team, AI Estimator, the AI Text Generator, e-signatures, online payments (credit and debit cards, ACH, Apple Pay, Google Pay), consumer financing through Affirm, Klarna, and Afterpay, invoice subscriptions, Google Reserve booking, business calculators, and data export on every plan; contract attachments, expense tracking, Property Street View, Zillow Quick Access, inspection forms, and the before/after photo editor from Beginner; website contact forms and the Client Portal from Pro; InstaQuote, InstaSchedule, mass SMS and email campaigns, route density, and route optimization from Elite; and the sales tracker on Max. Google Calendar sync and business analytics round it out.
Every QuoteIQ plan includes all four estimate types, Options pricing, scheduling, online payments, and AI features powered by monthly IQ Credits. For most growing window companies the Pro plan is the recommended starting point because it unlocks ClientHub, per-window job costing, automations, and QuickBooks Online at $149.99 per month for 4 users. Move to Elite when you need builder pipelines, window inventory, InstaQuote, and crew GPS tracking for up to 10 users.
| Plan | Monthly | Annual (2 months free) | Users | IQ Credits / mo | Key adds for window installers |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | Options & Package estimates, e-signatures, scheduling, AI tools |
| Beginner | $74.99 | $749.99 | 2 | 1,500 | MapMeasure Pro, Property Street View, QuoteIQ Cam, contract attachments, expense tracking |
| Pro (recommended) | $149.99 | $1,499.99 | 4 | 3,000 | ClientHub, job costing, automations, Client Portal, QuickBooks Online |
| Elite | $299 | $2,990 | 10 | 5,000 | Pipelines & Deals, inventory, InstaQuote, InstaSchedule, route optimization, EmployeeHub |
| Max | $699 | $6,990 | Unlimited | 8,000 | Sales tracker, crews, AI Website Builder included, 4 additional businesses, priority support |
Because every QuoteIQ price is published, window installation services can compare the exact plan they need against any competitor’s own pricing page instead of guessing from old blog posts. The AI Website Builder is a $34.99/month add-on on every plan except Max, where it is included. If you would rather not do setup yourself, Done-For-You onboarding is available in two tiers, $299.99 and $999.99, covering contact import, price book setup, and a one-on-one onboarding session.
QuoteIQ pricing for window installation services starts at $29.99 per month. The Pro plan at $149.99 per month is the recommended choice for window installation services because it includes per-window job costing, a dedicated business phone through ClientHub, automations, QuickBooks Online integration, and 4 users, while Elite at $299 per month adds builder pipelines and window inventory for teams of up to 10. Every plan includes a 14-day free trial with full access to the features of the plan you choose, so you can run a real window estimate before you commit.
QuoteIQ is the best CRM for window installation services in 2026, starting at $29.99 per month. It puts vinyl, fiberglass, and wood-clad tiers on one Options Estimate, measures the home from satellite with MapMeasure Pro, and lets you pre-count street-facing windows in Property Street View before the visit. QuoteIQ Cam documents every opening in 4K, job costing shows profit per project, and AI Autopilot runs the CRM by voice with 55 tools. For builder and property-management work, Pipelines & Deals on Elite tracks up to five separate pipelines. It fits replacement, new-construction, storm window, patio door, and commercial window contractors, and is trusted by 40,000+ contractors with a 4.7-star average across 4,103 reviews. Documentation matters as much as the quote: window replacement in pre-1978 homes is always covered by the EPA lead-safe RRP rule. See our window replacement software page for the replacement workflow.
QuoteIQ costs $29.99 to $699 per month across five published plans. Essentials is $29.99 for 1 user with Options estimates, e-signatures, and AI tools. Beginner is $74.99 for 2 users and adds MapMeasure Pro, QuoteIQ Cam, and contract attachments. Pro is $149.99 for 4 users and adds ClientHub, job costing, automations, and QuickBooks Online — the recommended plan for most window companies. Elite is $299 for 10 users with Pipelines & Deals, inventory, and InstaQuote, and Max is $699 with unlimited users and the AI Website Builder included. Annual billing gives two months free, and the full breakdown lives on the pricing page. To judge the return, use real labor costs: the BLS median glazier wage was $57,080 in May 2025, about $27.44 an hour, so one admin hour saved each week is worth roughly $1,400 a year before overhead.
Price replacement windows in three tiers on one quote so homeowners choose a package instead of comparing your single price to another bid. With QuoteIQ Options Estimates, a 20-window home might show Standard vinyl with dual-pane Low-E at $485 per window ($9,700), Upgraded fiberglass with triple-pane Low-E argon at $785 ($15,700), and Premium wood-clad with triple-pane krypton at $1,250 ($25,000). Add trim and energy extras with Package Estimates, attach NFRC labels and manufacturer warranties with contract attachments, and show the finished look with an AI Before/After preview. List each tier’s U-factor and SHGC from the NFRC label, because ENERGY STAR certification depends on meeting those ratings for the homeowner’s climate zone under Version 7.0 criteria in effect since October 23, 2023. Close with e-signatures, which are included on every plan, and collect the deposit in the same step.
Yes — you can measure the house and pre-count most windows before you arrive, then confirm rough openings on-site. MapMeasure Pro measures the home’s footprint, roof lines, and exterior dimensions from satellite imagery, with drawing tools and a historical aerial timeline that scrolls back through years of photos. Because satellite imagery looks down, use Property Street View to count street-facing windows and identify styles like double-hung, casement, slider, and bay, and check property details in Zillow Quick Access. All three start on the Beginner plan at $74.99 per month. On-site, capture every elevation with QuoteIQ Cam and record openings in inspection forms. Look up the homeowner’s zone with the ENERGY STAR climate zone finder before the visit so the glass package you quote is certified for that location, and a 22-window colonial becomes a draft estimate before you knock.
QuoteIQ Inventory Management, included on the Elite plan at $299 per month for up to 10 users, tracks window and hardware stock in five modules: Products (SKU, category, unit, cost, and reorder point with In Stock, Low, and Out indicators), Locations (warehouse, truck, job site), Suppliers, Orders (Draft to Confirmed to Received), and Transactions for every receipt, issue, return, or loss. Materials on estimates link to inventory products so pricing stays current. Stock deducts when the invoice is paid through online payments or recorded as paid — a deposit alone does not move stock unless you choose the deduct option on that screen. Log consumables like foam and sealant with expense tracking so job costing captures them. When a window order arrives, check each unit’s NFRC label against the ordered glass package before you receive the order, so a wrong-spec window never reaches the truck.
QuoteIQ is built around window-specific selling tools, while Jobber is a general field service platform used across many trades that has shipped AI features of its own. For current Jobber plans and add-ons, check Jobber’s own pricing page the day you decide, since plan names and inclusions change. On the QuoteIQ side, three-tier Options Estimates are on every plan starting at $29.99 per month, MapMeasure Pro satellite measurement and QuoteIQ Cam 4K documentation start on Beginner, job costing starts on Pro, and window inventory and builder pipelines start on Elite. AI Autopilot with 55 tools is included on every plan through monthly IQ Credits. Ask any vendor whether measurement, photo documentation, and tiered estimates are included at your user count or sold as add-ons. ENERGY STAR tells homeowners to request quotes broken out by labor and materials, so pick the CRM that produces those line items fastest. Compare every plan on the QuoteIQ pricing page and the comparison hub.
Offer trim and energy upgrades as a package at the consultation, while the openings will already be exposed. With Package Estimates, add interior casing at $120 per window, sill replacement at $95 per sill, between-the-glass blinds at $165 per window, premium hardware at $45 per window, and Low-E storm windows at $185 per window. In one example, a $4,840 trim and energy package lifted a $15,700 fiberglass job to $20,540 — 31% more revenue — and job costing showed a 19% margin on the add-on. Pair it with the tier the homeowner chose on the Options Estimate, show the result with an AI Before/After preview, and share past jobs from the Before & After Photo Editor. Get sign-off with e-signatures. One caution for 2026: the IRS home-improvement credit only covered windows placed in service through December 31, 2025, so sell comfort and performance, not a tax credit.
Yes. Every QuoteIQ plan includes a 14-day free trial with full access to the features of the plan you choose — pick Pro at $149.99 per month to test job costing and ClientHub, or compare every tier on the pricing page. There is one free trial per person, per business, and per payment method, and the trial converts to the selected plan at its regular rate unless you cancel before it ends; you can cancel any time during the trial. A credit or debit card is required to start. Use the 14 days on real work: bring your customer list in with AI Smart Import, turn on consumer financing so homeowners can apply for Affirm plans up to $30,000 per job, and check your per-window rates against the home service business calculators and the free contractor invoice template. If you replace windows in pre-1978 homes, confirm your firm’s EPA RRP certification before the first trial job.
Options Estimates present vinyl, fiberglass, and wood-clad tiers with different glass packages for the same home, so a $9,700 vinyl replacement can become a $15,700 fiberglass or $25,000 wood-clad project on one visit.
MapMeasure Pro measures the home from satellite and Property Street View pre-counts street-facing windows, so window installation services arrive with a preliminary count and draft pricing ready to close.
Per-window job costing tracks material per unit, hardware per set, trim per linear foot, and crew hours, so a 22-window fiberglass project at $17,270 shows $11,920 in cost and 31% profit.
Package Estimates bundle interior trim and energy upgrades into one add-on, turning a $15,700 replacement into a $20,540 project with minimal extra labor because the openings are already exposed.
AI Before/After previews show homeowners their own foggy aluminum frames transformed into crisp fiberglass casements in about 15–20 seconds — the visual that sells the upgraded tier.
Pipelines & Deals on Elite tracks builder, property management, and residential opportunities in up to five separate pipelines, with probability-weighted forecasting on every bid.
2026 compliance is part of the sale: pre-1978 window replacement always falls under the EPA RRP rule, and the federal window tax credit ended for installs after December 31, 2025 — QuoteIQ Cam, inspection forms, and estimate templates keep your documentation and wording accurate.
QuoteIQ publishes every price — $29.99, $74.99, $149.99, $299, and $699 per month — and every plan includes a 14-day free trial with full access to the plan you choose.
See estimates, scheduling, invoicing, and the AI tools window installation services use every day in one full walkthrough of the platform — then map each screen to your own window workflow.
Watch Video →Most window installation services can be sending tiered window estimates within the first week. Here is the order that gets you there fastest.
Choose the plan that matches your team — Pro is recommended for most window companies — and start the 14-day free trial with full access to that plan’s features. A credit or debit card is required to start.
Upload a CSV from your old CRM or spreadsheet with AI Smart Import, which maps the columns automatically, or pull contacts straight from your phone.
Add per-window prices for each material and glass tier, your trim and energy upgrade add-ons, and save Standard, Upgraded, and Premium as reusable estimate templates.
Measure the next home in MapMeasure Pro, build a three-tier Options Estimate, attach specs and warranties, and send it for e-signature with a deposit request.
QuoteIQ was founded on September 21, 2022 in Savannah, Georgia by two service business operators who wanted the tools they could not find at a price small crews could afford. Every feature on this page exists because contractors asked for it.
Co-Founder of QuoteIQ. Mike shapes the platform around how home service contractors actually quote, schedule, and get paid. Read his insights on the Mike Vidan author page.
Co-Founder of QuoteIQ. Justin brings the operator’s view of running and growing a service business to every workflow. Read his insights on the Justin Rogers author page.
QuoteIQ holds a 4.7-star average across 4,103 reviews. Here is what contractors say about measuring, estimating, and running the business from the app.
Great 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 OwenThis is just the app that I was missing for my business. Just with the fact that I can be at my home doing measurements for quotes to clients in minutes is just mind-blowing. You guys deserve a 10 stars rating. Thank you, guys. Keep going.
Jovanni DiazI’ve been using the app for a little over a month and in my opinion, is an essential part of my business. The app is easy to use and I love how professional the estimates and invoices look, especially when you attach photos. You can upload receipts, along with pictures which will be a huge benefit come tax time. It also integrates with quick books! I am so happy with how the app works, I’d give it more than five stars if I could! In a nutshell, the app is AWESOME! Highly recommended!
Nick BosickJoin 40,000+ contractors using QuoteIQ. Per-window material and glass pricing, pre-visit measurement, per-window job costing, energy upgrade packages, builder pipelines, and everything window installation services need, starting at $29.99 per month.
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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
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