QuoteIQ

Home Security Installation Software 2026

The #1 CRM for Home Security Installation in 2026

QuoteIQ is built for home security installation companies: Good/Better/Best alarm system pricing by monitoring level and zone count, satellite property measurement for camera placement, security equipment inventory, per-job costing down to the sensor, smart-home integration upsells, and builder and property-manager pipelines. Plans start at $29.99/month.

40,000+Contractors on QuoteIQ
4.7★Average App Rating
4,103Reviews Across Platforms
$29.99Starting Price / Month

Quick Answer

QuoteIQ is the best CRM for a home security installation business in 2026 because it combines the four things alarm and camera installers actually need in one platform: tiered Good/Better/Best system pricing on every plan, satellite property measurement for camera and cable planning from the Beginner plan up, per-job costing that tracks every panel, sensor and technician hour from the Pro plan up, and Elite-tier inventory plus deal pipelines for builder pre-wire and property-manager retrofit work. Pricing runs from $29.99/month for one user to $699/month for unlimited users, with a 14-day free trial on whichever plan you choose.

TL;DR: Security installers lose money in three places — underpriced systems, unplanned camera runs, and untracked equipment. QuoteIQ fixes all three: Options Estimates put basic, advanced and premium alarm tiers on one screen, MapMeasure Pro measures perimeter and cable runs from satellite before you drive out, Job Costing shows margin per install, Inventory Management tracks panels and cameras across van and warehouse, Deals pipelines hold builder and property-manager work, QuoteIQ Cam documents every sensor and camera angle, and Virtual Call Team answers the 2 a.m. break-in call. The trade itself is tracked by the U.S. Bureau of Labor Statistics as occupation 49-2098, and the Electronic Security Association counts more than 34 million residential and commercial clients served by its member companies.

If you run a home security installation business and you are shopping for CRM software, the shortlist gets narrow fast. Most field service platforms were built for recurring-service trades — lawn, cleaning, pest — where the job is a repeat visit at a fixed price. Security work is the opposite. It is a designed, engineered, permitted, inspected, one-time install with a monitoring relationship attached, and the money is made or lost in the estimate. QuoteIQ was built by contractors for that kind of work, and it is why alarm, camera and access-control installers across the country run their estimates, scheduling, job costing, crew management and builder pipelines on one platform instead of five.

The first thing a security CRM has to handle is tiered system pricing. Every serious security consultation ends with three numbers, not one: a basic door-and-window package, an advanced package with motion and glass-break coverage, and a premium package with video verification, cameras and smart-home automation. Options Estimates put all three tiers on one document so the homeowner compares your packages against each other rather than comparing your single price against a competitor’s. Good/Better/Best is one of the oldest upsell structures in home services for a reason, and it is included on every QuoteIQ plan — not gated behind a higher tier. If you would rather bundle intrusion, video and automation into one named offer, Package Estimates do that, and Standard Estimates handle full line-item builds when a commercial job needs every device itemized.

MapMeasure Pro is the second thing. Satellite measurement inside estimate creation lets you measure property perimeter, driveway length and outbuilding distances, identify entry points and sightlines, and rough in cable-run distances from the panel closet to exterior camera positions — all before you get in the truck. The August 2026 release added a historical aerial imagery timeline, so you can scroll back through years of photos of the same property to see what was added, removed or fenced since the last survey. Its companions, Property Street View and Zillow Quick Access, give you the elevation view and the property record on the same screen. Measurement screenshots attach to the estimate as visual proof of measured scope, which matters when a homeowner questions why the back-of-house camera run costs what it costs.

Third is knowing what you actually made. Job Costing runs Total Price minus Labor minus Expenses equals Profit on a per-job Report tab with a margin bar, and labor pulls automatically from clocked hours rather than from your memory. Pair it with Expense Tracking for cable spools, mounting hardware and permit fees, and with the Hourly Rate Calculator inside Business Calculators to set the labor rate you cost against in the first place. If you have never run the number, the free home service business calculators are a fast place to start.

Fourth is equipment. A security van is a rolling warehouse of panels, contacts, motions, glass breaks, cameras, NVRs, cable and connectors, and a missing $8 contact can cost you a return trip worth $200. Inventory Management on the Elite plan runs five modules — Products, Locations, Suppliers, Orders and Transactions — so you can hold stock at a warehouse, a truck and an active job site and see In Stock, Low and Out at a glance. One mechanic worth knowing precisely: stock deducts when the invoice is paid, not when a job is marked complete, and a deposit does not count as paid. Materials on estimates and invoices link to inventory products so pricing stays current when your supplier raises camera costs.

Fifth is where the next job comes from. Builder new-construction pre-wire contracts and property-manager retrofit partnerships are the two channels that turn a seasonal residential installer into a company with a forecast. Pipelines and Deals — the feature is called Deals inside the app — gives you a Kanban board with close-probability percentages per stage and weighted forecasting, so a $112,000 builder relationship sitting at 40% probability shows up in your pipeline value as $44,800 rather than as wishful thinking. Elite runs up to five pipelines; the Max plan is unlimited. Feed it with Virtual Call Team, the AI phone team that answers inbound calls around the clock, qualifies the lead, filters spam and sends you a summary — because the homeowner whose garage was broken into on a Tuesday night signs with whoever picks up first.

Industry Context

The Electronic Security Association, founded in 1948, reports that its member companies employ more than 500,000 industry professionals and serve more than 34 million residential and commercial clients. That is the size of the market a single-truck installer is competing inside — and the reason presentation, response speed and documentation decide who wins the job far more often than equipment brand does.

Everything else a security company needs sits on the same platform rather than on four separate subscriptions: QuoteIQ Cam for survey and installation photography with unlimited 4K cloud storage, custom inspection forms for pre-install site surveys and post-install verification, contract attachments for monitoring agreements and low-voltage license copies, e-signatures so customers sign on their phone, scheduling that handles the survey-permit-prewire-trim-program-activate sequence, ClientHub for a dedicated business number with two-way calling and texting, and Client Portal so the homeowner can approve the estimate and pay the invoice without downloading anything. Co-Founders Mike Vidan and Justin Rogers built QuoteIQ as service business operators, which is why the estimate is the center of the product instead of an afterthought bolted onto a scheduling calendar.

“Same day. Not tomorrow morning — same day. Whoever sends a clear, specific estimate first is the one the customer starts comparing everyone else to. That’s a psychological anchor, and it’s real.”

Mike Vidan, Co-Founder, QuoteIQ · Full insights
Feature Breakdown

The 12 QuoteIQ Features That Matter Most to a Security Installer

Plenty of CRMs claim to work for contractors. The list below is specific: what the feature does, which plan it starts on, and why it changes the economics of an alarm or camera install. Plan tiers below come straight from the current QuoteIQ plan pages — if a tier is not stated, it is because the feature is available on every plan.

🔒All plans

Tiered Alarm System Pricing

Present basic, advanced and premium system packages side by side on one document — an 8-zone panel with contacts and a keypad, a 16-zone build adding motions, glass breaks and a video doorbell, and a 32-zone premium system with cameras, NVR, smart lock and video verification. The homeowner chooses between your options instead of between you and the next company. Options Estimates ship on every plan, including Essentials.

🛰️Beginner and up

Satellite Property Measurement

Measure perimeter, driveway and outbuilding distances from aerial imagery inside estimate creation, sketch complex shapes with the drawing tools, and save measurements to the customer profile. Roof segments are auto-detected with color-coded pitch, and the August 2026 historical imagery timeline lets you scroll back through years of photos of the same address. MapMeasure Pro screenshots attach to the estimate as proof of scope.

📦Elite and up

Security Equipment Inventory

Five modules — Products, Locations, Suppliers, Orders and Transactions — track panels by zone capacity, contacts, motions, glass breaks, smoke and CO detectors, doorbells, cameras, NVRs, cable spools, keypads, communicators and smart devices across warehouse, van and job site. Receiving auto-creates receipt transactions, and every movement is logged. Inventory Management deducts stock on invoice paid.

💰Pro and up

Per-Job Costing and Margin

Total Price minus Labor minus Expenses equals Profit, on a per-job Report tab with a live margin bar. Labor pulls automatically from clocked hours at each employee’s hourly rate, so a 16-zone install with six technician hours costs itself without a spreadsheet. Link cable, hardware and permit fees as expenses and you can see which system tier actually earns. Job Costing starts on Pro.

🏠All plans

Smart Home Add-On Bundles

Build the smart-lock, smart-thermostat, garage-controller, smart-switch and floodlight-camera add-on as a named bundle instead of a list of line items, and present it while the technician is already on site with the panel programmed for Z-Wave. Package Estimates handle bundled pricing on every plan, and sub-item hierarchy keeps the parent bundle readable while the detail stays available underneath.

🖼️All plans

AI Before and After Previews

Generate a realistic “after” image from the actual photo of the customer’s front entry, driveway or side gate in roughly 15 to 20 seconds and attach it to any estimate type or invoice. For security work the sale is about a vulnerability the homeowner already worries about, and seeing the covered version of their own doorway does more than a spec sheet. Before and After AI runs on IQ Credits, included monthly on every plan.

🗓️All plans

Multi-Stage Project Scheduling

Drag-and-drop day, week, month and employee-timeline views, color-coded by status, with multi-day jobs rendered as continuous events — which is how a survey, permit wait, pre-wire rough-in, trim-out, programming and activation sequence actually looks. Schedule Later creates a job with no date when you are waiting on a builder’s drywall. Scheduling includes automated appointment reminders on every plan.

📸Beginner and up

4K Installation Documentation

Capture in-app or upload from the camera roll, organized by job and date, with before/after comparisons, annotations and unlimited 4K photo and video cloud storage. Survey photos of unprotected entry points are your best sales asset; mounting-angle and panel photos are your proof of coverage for the monitoring company and the inspector. QuoteIQ Cam also builds job reports and customer-shareable galleries.

📝Beginner and up

Custom Site Survey Forms

Build your own pre-install survey and post-install verification checklists with templates and customizable PDF sections — entry point count, panel closet location, existing low-voltage pathways, electrical panel access, pet-immunity requirements, and the walkthrough sign-off. Consistent forms are what let a second technician run a survey to the same standard you would. Inspection Forms live inside QuoteIQ Cam.

🤖All plans

AI Autopilot — 55 Tools

Run the CRM conversationally by voice or text across 55 integrated tools in 13 categories: move today’s jobs to Friday and text every customer, invoice all of today’s completed jobs and send them, build an estimate for a 16-zone system while you are pulling cable at another address. Inside the app the interface is called Ask AI; AI Autopilot is the same feature, and it runs on the IQ Credits included with every plan.

📞All plans

24/7 AI Virtual Call Team

An AI phone team answers inbound calls around the clock, qualifies the lead against a knowledge base you write, filters spam, records and transcribes every call and sends you a summary — plus outbound and campaign calling. Security leads arrive at the worst hours, right after an incident, and speed decides them. Virtual Call Team is priced per minute from IQ Credits, so call volume is limited by your plan’s monthly allocation.

📈Elite and up

Builder and Property Manager Deals

Kanban and list views with close-probability percentages per stage, weighted pipeline value, six-metric analytics, multi-assignee deals, attachments and internal notes kept separate from customer-visible content. Track builder pre-wire contracts, multi-unit retrofits, insurance-discount referrals and residential leads as separate boards. Deals runs up to five pipelines on Elite and unlimited on Max.

Worked Example

A Week in a Security Installation Business, Run on QuoteIQ

The walkthrough below is an illustrative worked example, not a customer case study — the company, the people and the dollar figures are composites written to show how the features connect. Meet Derek Hollis, owner of ShieldPoint Security, a two-crew residential and light-commercial installer in the Dallas–Fort Worth metro. Follow the week from a 32-zone premium install through a consultation, a smart-home add-on, per-job margin, and a multi-unit retrofit contract.

1

Monday, 7:00 AM — Premium install day, inventory check, crew dispatch

Derek opens the QuoteIQ calendar. Site 1 is a 32-zone premium smart security install on a 4,200-square-foot home at $4,500: full perimeter intrusion, three outdoor cameras, two indoor cameras, an 8-channel NVR with a 2TB drive, a wired video doorbell, a Z-Wave deadbolt and a smart thermostat. An inventory check against the truck location confirms the panel, 16 recessed contacts, four motion detectors — two pet-immune, because the homeowner has a German Shepherd — three glass breaks, a smoke and heat combo, a CO detector, a water leak sensor, the camera and NVR kit, two Cat6 spools, a spool of 22/4 alarm wire and mounting hardware. Both crews clock in on Time Tracker Pro with GPS location tracking, which shows the live team map while they are clocked in and stops at clock-out. Technician Marcus heads to Site 2, an 8-zone condo alarm at $1,200, and Derek messages him the panel programming notes through Team Communication.

2

Monday morning — cable, cameras, sensors, and a photo record

Derek and lead technician Carlos start by pulling Cat6 from the utility closet where the NVR mounts to five camera positions — front porch, driveway, side gate, backyard and garage interior — roughly 380 feet of cable across the five runs. While Carlos works the attic, Derek mounts recessed contacts on 16 openings: three exterior doors, ten first-floor windows and three accessible second-floor windows. Motions go in the main hallway, living room and master suite; glass breaks cover the great room, kitchen and home office. QuoteIQ Cam captures each camera angle immediately after mounting, because that photo set is what proves coverage zones, mounting height and field of view to the monitoring company at activation and to the permit inspector afterward. Material usage goes into expense tracking as it happens — cable consumed, contacts placed, hardware used — with receipts attached and the expense linked to the job.

3

Monday, 2:00 PM — satellite pre-measure, then a three-tier consultation

Carlos finishes NVR termination while Derek drives to a consultation at a 1,900-square-foot ranch in Frisco. The homeowner has had two package thefts and wants cameras plus an alarm. Derek already ran MapMeasure Pro from the office: roughly 180 linear feet of perimeter, a 60-foot driveway, and a detached garage 40 feet off the house. Property Street View showed three front entry points, an east side gate and a rear slider. On site he photographs every opening and mounting location, checks the electrical panel and existing low-voltage pathways, then builds the Options Estimate: basic at $1,200, advanced at $2,800, premium at $4,500. An AI before-and-after preview shows the dark driveway and bare porch covered. The monitoring agreement, equipment warranty, system diagram and low-voltage permit copy go on as contract attachments, the homeowner signs the advanced tier with e-signatures on her phone, and a 50% deposit of $1,400 clears through online payments. The deal moves to the permit stage in Deals.

4

Monday, 3:15 PM — the smart home add-on, priced on site

Before leaving, Derek walks the front and garage entries. Standard deadbolt, no sensor on the overhead door, no smart lighting. The technician will already be on site with the panel programmed for Z-Wave, so the incremental labor is small compared with scheduling a return visit. He builds an on-site Package Estimate add-on: two Z-Wave deadbolts, a garage door controller, a smart thermostat with security integration, four smart switches, an outdoor floodlight camera and a water shut-off valve with leak sensor — $2,285 as one Complete Smart Security bundle, taking the project from $2,800 to $5,085. If the homeowner wants to spread it, consumer financing is available on every plan: Affirm covers up to $30,000 per job over 3 to 36 months, Klarna offers Pay-in-4 and Pay-in-30, and Afterpay handles smaller Pay-in-4 balances. The customer applies at checkout, gets an instant decision, and Derek is paid in full upfront while the provider carries collections and default risk.

5

Wednesday — every sensor, every camera, every hour, costed

With Site 1 closed out, Job Costing shows the 32-zone premium install at $4,500 revenue against roughly $2,034 in materials — panel, 16 contacts, four motions, three glass breaks, life-safety detectors, doorbell, five cameras, NVR, smart lock, thermostat, 400 feet of Cat6, 200 feet of 22/4, mounting hardware and connectors — plus 14 clocked technician hours pulled straight from Time Tracker Pro at the rate set on each employee record. The margin bar updates without anyone opening a spreadsheet. Across both crews, pipeline review shows twelve active projects spread across permitting, scheduled installs, builder rough-ins, programming and pending activations, and business analytics breaks revenue by service, customer and employee alongside quote-to-close conversion and average ticket. Route Optimization sequences Thursday’s five stops; QuoteIQ’s own figure for drive-time reduction is 15 to 30%.

6

Friday — system live, review requested, retrofit contract opened

Site 1 finishes with all 32 zones active, five cameras streaming to the NVR and the mobile app, the video doorbell answering remotely and a 45-minute homeowner training walkthrough. Final photos of camera angles, the panel install and the app dashboard go into the job record, and the Before and After Photo Editor builds the side-by-side Derek posts that weekend. The final invoice goes out one tap from the job, the customer pays by ACH, and Review Multiplier handles the ask — it ships two mechanics, an instant post-payment redirect to your review page and an email/SMS review-request automation with four event triggers. Then the week’s real win: a property management company running 60 rental units asks for a standardized alarm-and-smart-lock retrofit across the portfolio over twelve months. Derek opens the deal, sets the stage probability, and puts the monthly billing on invoice subscriptions with the master service agreement attached.

That whole week — install, consultation, add-on, costing, activation, review, contract — ran on one platform. No separate photo-documentation subscription, no separate phone line, no sensor spreadsheet, and no exporting to a second tool to find out what a job made. That is the case for QuoteIQ in a security business: not one killer feature, but the absence of the six handoffs where information normally gets lost.

Why Documentation Pays

Life-safety devices tied into a security system fall under NFPA 72, the National Fire Alarm and Signaling Code, now in its 2025 edition, which sets documentation requirements for design layout and completion records and is revised on a three-year cycle. A photo-and-forms record built during the install is the cheapest insurance an installer can buy — and the same inspection form that satisfies an inspector doubles as the sales asset for the next job.

“Around $75,000 to $100,000 in annual revenue is where the invisible cost of manual management typically starts exceeding what software would cost. The most expensive thing in manual management isn’t the time spent on the tasks — it’s the revenue lost to the things that don’t get done.”

Justin Rogers, Co-Founder, QuoteIQ · Full insights
Comparison

Comparing CRMs for a Home Security Installation Business

A note on how this section is written. Competitor pricing, plan limits and feature availability change constantly, and publishing a stale number about another company helps nobody. So the table below states exactly what QuoteIQ includes and on which plan, and for Jobber, Housecall Pro and ServiceTitan it points you at their own published plans rather than quoting figures that may already be out of date. All three are capable platforms with active roadmaps, and several have shipped AI features recently; check their current pricing pages directly before you compare. If you want a structured side-by-side, QuoteIQ maintains its own comparison hub, and there is a standalone ServiceTitan pricing calculator if enterprise-tier cost modeling is what you are trying to do.

What a security installer needsQuoteIQ — plan and detailJobber · Housecall Pro · ServiceTitan
Good/Better/Best system pricingOptions Estimates — every plan, from $29.99/moVerify on their current pricing pages
Satellite property measurementMapMeasure Pro — Beginner and up, inside estimate creationVerify on their current pricing pages
Equipment inventory (5 modules)Inventory Management — Elite and upVerify on their current pricing pages
4K job photo documentationQuoteIQ Cam — Beginner and up, unlimited 4K storage, no add-on appVerify on their current pricing pages
AI before/after image previewsBefore and After AI — every plan, ~15–20 seconds per renderVerify on their current pricing pages
Per-job costing and marginJob Costing — Pro and up, labor auto-pulled from time trackingVerify on their current pricing pages
Monitoring agreement attachmentsContract Attachments — Beginner and upVerify on their current pricing pages
Bundled package pricingPackage Estimates — every planVerify on their current pricing pages
Builder / property manager pipelinesDeals — Elite (5 pipelines) and Max (unlimited)Verify on their current pricing pages
Conversational AI control of the CRMAI Autopilot — every plan, 55 tools across 13 categoriesVerify on their current pricing pages
24/7 AI phone answeringVirtual Call Team — every plan, minutes metered from IQ CreditsVerify on their current pricing pages
Dedicated business phone numberClientHub — Pro and up, two-way calling and texting in-appVerify on their current pricing pages
Customer self-quotingInstaQuote — Elite and upVerify on their current pricing pages
Published starting price$29.99/month on Essentials, one userPublished on their own pricing pages
Price for the full security stack$299/month on Elite — 10 users, inventory, Deals, EmployeeHubPublished on their own pricing pages

The honest summary: QuoteIQ’s advantage for a security installer is not that competitors are bad software, it is that the specific combination — satellite measurement, tiered estimating, AI visual selling, equipment inventory and deal pipelines — sits inside one subscription at a published price you can read on a web page without talking to a salesperson. If your business is mostly recurring service routes rather than engineered installs, a different tool may genuinely fit you better. For alarm, camera and access-control work, this is the stack.

Crew Operations

Managing Install Crews, Sales Consultants and Permissions

A one-truck installer becomes a two-crew company the moment someone besides the owner is allowed to quote. That transition is where most security businesses lose margin — a new consultant discounts to close, a technician forgets to log hours against the right job, or a sales rep can suddenly see what every job actually cost. EmployeeHub on the Elite plan handles that with an employee database carrying hourly rate and availability, GPS clock-in verification, and a roles and permissions system that got a full overhaul in August 2026 with clearer gates and calendar permissions properly separated. Permission-restricted users see shortcut cards instead of the main dashboard, so a consultant opens the app into the three things they are supposed to do.

Structure Example

A workable two-crew structure: a premium crew — the owner plus a lead technician — that takes camera systems, NVR work, smart-home integration and complex 32-zone residential or light-commercial projects; and a volume crew running basic and advanced alarm-only installs at two to three per day. A security sales consultant sits above both with a manager-level role: runs satellite pre-measures and surveys, builds tiered estimates with AI previews, works the builder and property manager pipelines, and routes Virtual Call Team leads — without visibility into per-job margin or the ability to change price book rates.

Two mechanics are worth knowing before you build the structure. First, Time Tracker Pro records GPS clock in and out, per-job hours, and break counts and durations in reports and CSV export, with manual adjustments restricted to admins and a full edit history retained — but there is no automatic overtime calculation and no native payroll inside QuoteIQ. Hours export to whatever payroll system you already run. Second, GPS location tracking shows the live team map only while an employee is clocked in; it pauses on breaks and stops at clock-out, and clocked-out employees are never shown on any map. That is worth telling your technicians up front — it is the difference between a tool they accept and a tool they resent. Crew creation, crew scheduling and crew-level analytics, along with the Sales Team Tracker for commission percentages and rep leaderboards, sit on the Max plan. Field communication runs through one-on-one and group chats with job and event assignment.

One vocabulary note that trips up new users: as of the August 2026 rename, a “job” in the app is the scheduled visit, and the records that used to be called jobs are now “job forms.” If you are training a crew off an older video, that is the mismatch they will hit first.

Growth

Three Revenue Channels Beyond One Alarm Job at a Time

Residential lead flow for security work is reactive and lumpy. It spikes after a neighborhood break-in, dies in February, and depends on you being first to answer. The installers who build durable businesses add channels that do not depend on somebody getting robbed this week. There are three worth building, in ascending order of effort and payoff.

1. The smart-home add-on on every alarm project

This is the cheapest revenue in the trade because the mobilization cost is already spent. The technician is on site, the panel is programmed for Z-Wave, the homeowner already has the app on their phone, and the marginal labor to add two smart deadbolts, a thermostat, four switches and a floodlight camera is an hour or two rather than a separate truck roll. Build it once as a named bundle in Package Estimates so the consultant does not have to reconstruct the list at every kitchen table, and save it as an estimate template so it drops into any job in seconds. Track whether it is working with business analytics, which reports revenue by service so you can see the attach rate on add-ons as its own line rather than buried in total revenue. If the bundle pushes a project past what the homeowner wants to pay at once, consumer financing is on every plan and you are paid in full upfront regardless.

2. Builder new-construction pre-wire contracts

Builders want one security company that can pre-wire during rough-in and trim out during finish across every home in a development, and they will trade price for reliability and scheduling discipline. The volume is real: the U.S. Census Bureau’s New Residential Construction report, published jointly with HUD, put single-family housing completions at a seasonally adjusted annual rate of 878,000 in July 2026. Winning even a fraction of one regional builder’s pipeline changes your forecast. The operational demand is scheduling: you cannot trim out until drywall is done, and builders move dates. Standing scope templates per floor plan through Standard Estimates make re-bidding instant, drag-and-drop scheduling with Schedule Later absorbs the delays, and each builder relationship lives as its own board in Deals with close probabilities that turn a wish list into a weighted number. Adjacent low-voltage trades — EV charger installation, generator installation — are often the same builder contact, and the free EV charger cost calculator is a useful starting point if you are pricing that scope for the first time.

3. Property manager multi-unit retrofits

Property managers running apartment complexes, townhome communities and single-family rental portfolios need one contractor who can standardize a security package across every unit and bill it predictably. A 60-unit portfolio retrofitted at a standardized per-unit price is a year of scheduled work rather than sixty separate sales. The pieces that make it manageable are unglamorous: Invoice Subscriptions for recurring monthly billing with full discount, tax, fee and deposit math; contract attachments holding the master service agreement, unit-by-unit scope documents and insurance certificates; Client Portal so the property manager can see estimates, invoices and appointments without emailing you; and Route Density to plan which units get done on which day by geography. Invoices and payments sync to QuickBooks Online so your bookkeeper is not re-keying sixty line items. For the invoicing paperwork itself, the free contractor invoice template and electrical invoice template are reasonable formats to model against.

Credential Leverage

Both builder and property-manager channels reward provable technician competence. The ESA National Training School issues the Certified Alarm Technician credential along with fire alarm technician and designer certifications that several authorities having jurisdiction accept as NICET alternatives. Certification copies live on the customer or job record as attachments, which means the commercial client asking “who is coming to my property” gets an answer in one message instead of a file hunt.

The Full Stack

Every Tool a Security Installation Business Runs — One Platform

The security-specific features are the reason to look at QuoteIQ. The reason to stay is that everything else is already here, so you are not paying four subscriptions to run one company. Note the one honest exception: the AI Website Builder is a $34.99/month add-on on every plan except Max, where it is included, and Additional Businesses is a paid add-on with four included on Max. Everything below is in the plan.

Alongside those: AI Autopilot with 55 tools across 13 categories, AI Estimator for photo-to-quote line-item pricing, AI CoPilot as an in-document editor inside estimate and invoice creation, AI Text Generator for one-tap professional messages, AI Smart Import to bring a CSV across from whatever CRM you are leaving with automatic column mapping, InstaQuote and InstaSchedule for customer self-service, e-signatures, contract attachments, expense tracking, online payments by card, ACH, Apple Pay and Google Pay with cash and check recorded in-app, tips at checkout, mass SMS and email campaigns, route density zones, route optimization, invoice subscriptions, Google Calendar sync, Google Reserve booking, website contact forms, customer database with mass contact import, reminders and tasks, photo galleries, business analytics, business calculators with the National Average Guide, full iOS, Android and web parity, unlimited user seats on Max, multi-business support, and data export on every plan — because your data is yours.

Also worth knowing: Proposal+ turns any estimate into a full branded proposal with your company story, service list, photo gallery, documents and customer reviews, previewable before sending and saveable as a template. It is available on every plan and costs 100 IQ Credits per send, free on trial, Elite and Max. For a commercial security bid competing against two other integrators, that document is the difference between looking like a company and looking like a guy with a quote pad.

Pricing

QuoteIQ Pricing for a Home Security Installation Business

Every QuoteIQ plan includes all four estimate types — Standard, Quick, Options and Package — plus invoicing and recurring invoices, scheduling, e-signatures, online payments, consumer financing, and the AI suite running on that plan’s monthly IQ Credit allocation. Annual billing gives you two months free on every tier. Most growing security installers land on Pro first for ClientHub, job costing, automations and QuickBooks, then move to Elite when equipment inventory and builder pipelines start to matter more than the monthly difference.

Essentials$29.99/mo1 user · 500 IQ Credits · All 4 estimate types · Options pricing · Scheduling · E-signatures · AI suite
Beginner$74.99/mo2 users · 1,500 IQC · + MapMeasure Pro · QuoteIQ Cam · Contract attachments · Expense tracking
Pro — most popular$149.99/mo4 users · 3,000 IQC · + ClientHub · Job Costing · Client Portal · Automations · QuickBooks Online
Elite$299/mo10 users · 5,000 IQC · + Inventory · Deals pipelines · InstaQuote · InstaSchedule · EmployeeHub · Routing
Max$699/moUnlimited users · 8,000 IQC · + Crews · Sales Team Tracker · AI Website Builder · Priority support

A few details that matter when you are comparing the tiers. Elite covers 10 users and runs up to five separate Deals pipelines — enough for residential, builder, property manager, commercial and insurance-referral boards. Max removes the pipeline cap, adds crew creation, tracking and scheduling with crew-level analytics, includes the AI Website Builder that costs $34.99/month elsewhere, and bundles four additional businesses — useful if you run security and a separate low-voltage or electrical entity under the same roof, since sub-companies share one IQ Credit pool. IQ Credits are included monthly on every plan, 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. Top-up packs exist if you run heavy on AI phone answering, but the core CRM never requires them.

Upgrades mid-cycle are prorated, credits jump immediately, and annual rates adjust proportionally, so moving from Pro to Elite the week a property manager says yes does not mean waiting for a billing date. If you want the setup done for you, Done-For-You onboarding comes in two tiers at $299.99 and $999.99 and includes contact import, price book setup and a one-on-one onboarding session — reasonable if you are migrating a few thousand customer records out of another system, though AI Smart Import handles a clean CSV with automatic column mapping on its own.

Plan Math

The practical decision point is the jump from Pro at $149.99 to Elite at $299 — a difference of $149.01 per month, or $1,788.12 a year. Elite adds six more user seats (4 to 10), 2,000 more IQ Credits (3,000 to 5,000), five-module equipment inventory, up to five Deals pipelines, InstaQuote, InstaSchedule, route optimization and density, and EmployeeHub with GPS time tracking. If tracking equipment across a truck and warehouse saves you a single return trip a month, the tier pays for itself.

Questions

Frequently Asked Questions About CRM Software for Security Installers

QuoteIQ is the strongest fit for a home security installation business in 2026 because it bundles the five capabilities alarm and camera installers need into one subscription starting at $29.99 per month. Those five are tiered Options Estimates on every plan for basic, advanced and premium system pricing; MapMeasure Pro satellite measurement from the Beginner tier up for perimeter, camera sightlines and cable runs; Job Costing from Pro up, which pulls labor automatically from clocked hours; Inventory Management on Elite across five modules for panels, sensors, cameras and cable; and Deals pipelines for builder pre-wire and property-manager retrofit work. The occupation itself is tracked by the Bureau of Labor Statistics as code 49-2098, security and fire alarm systems installers, distinct from general electricians — which is exactly why generic field service software tends to fit the trade badly.

QuoteIQ runs from $29.99 to $699 per month depending on seats and features. Essentials is $29.99 for one user with 500 IQ Credits and all four estimate types. Beginner is $74.99 for two users and adds satellite measurement, 4K job photography and contract attachments. Pro is $149.99 for four users and is where most growing installers start, because it unlocks ClientHub, per-job costing, Client Portal, automations and QuickBooks Online. Elite is $299 for ten users and adds equipment inventory, Deals pipelines, InstaQuote, InstaSchedule, routing and EmployeeHub. Max is $699 for unlimited seats with crews, Sales Team Tracker and the AI Website Builder included. Annual billing gives two months free on every tier. Other platforms publish their own pricing — compare current pages directly, since tiers change. Industry cost context is available from the Electronic Security Association.

Yes, and it is on every QuoteIQ plan including the $29.99 Essentials tier rather than gated behind an upgrade. Options Estimates put three or more system tiers on one document — for example an 8-zone panel with six contacts, one motion and a keypad; a 16-zone build adding motions, glass breaks, life-safety detectors and a video doorbell; and a 32-zone premium system with exterior cameras, an NVR, a smart lock and video verification. The customer compares your packages against each other instead of comparing your one price against another company’s. Pair it with an AI before-and-after preview of their actual doorway, attach the monitoring agreement through contract attachments, and collect the signature with e-signatures at the table. Property crime context from the FBI Crime Data Explorer is useful when a homeowner asks whether the upper tier is warranted.

Yes. MapMeasure Pro, included from the Beginner plan at $74.99 per month, measures directly inside estimate creation: property perimeter, driveway length, distances to detached structures, and the shapes you draw manually for irregular lots. Measurements save to the customer profile and export into the quote, and screenshots attach to the estimate as visual proof of measured scope. The August 2026 release added a historical aerial imagery timeline so you can scroll back through years of photos of the same address and spot a fence, addition or outbuilding that changed since the last survey. Companion tools Property Street View and Zillow Quick Access give the elevation view and property record on the same screen, and QuoteIQ Cam captures the on-site photo record. For new-construction volume context, see the Census Bureau’s New Residential Construction data.

Yes, on the Elite plan at $299 per month. Inventory Management runs five modules: Products, with SKU, category, unit, cost, reorder point and In Stock, Low or Out indicators; Locations, so a panel can sit in the warehouse, a truck or an active job site; Suppliers; Orders, moving Draft to Confirmed to Received, where receiving auto-creates receipt transactions; and Transactions, logging every receipt, return, issue, damage, loss and adjustment. Materials on estimates and invoices link to inventory products so your pricing stays current when a camera supplier raises cost. One mechanic to get right: stock deducts when the invoice is paid, not when a job is marked complete, and a deposit does not count as paid. Pair it with expense tracking, job costing and analytics. Device standards context is available through NFPA 72.

It depends on what your work looks like, and the honest answer is that Jobber is capable software with an active roadmap — check its current plans and prices on its own pricing page rather than trusting any number quoted on a competitor’s site, including this one. What QuoteIQ offers a security installer specifically is the combination of satellite measurement inside estimate creation, AI before-and-after visual selling, five-module equipment inventory, bundled package pricing and unlimited 4K job documentation without a separate photo app subscription — all at published prices you can read without a sales call. If your business is mostly recurring route service rather than engineered one-time installs, evaluate both. Trade-level occupational data from the Bureau of Labor Statistics is a useful sanity check on labor cost assumptions either way.

With Job Costing, included from the Pro plan at $149.99 per month. Each job gets a Report tab running Total Price minus Labor minus Expenses equals Profit with a live margin bar. Labor is not typed in — it pulls automatically from Time Tracker Pro clocked hours multiplied by each employee’s hourly rate on their record, so a 16-zone install with six technician hours costs itself. Materials, cable, mounting hardware and permit fees link to the job through expense tracking with receipts attached and CSV export for your bookkeeper. Roll the results up in business analytics to compare revenue and margin by service, customer and employee, and set the labor rate you cost against using the Hourly Rate Calculator inside Business Calculators. For wage benchmarks by area, the BLS occupational wage data for installers is the neutral reference.

Yes. Every plan includes a 14-day free trial, and the trial grants full access to the features of the plan you choose — so if you want to test equipment inventory and Deals pipelines, start the trial on Elite rather than on a lower tier. A credit or debit card is required to start. The trial converts to paid at your selected plan’s rate unless you cancel before it expires, and you can cancel at any point during the trial; one trial applies per person, per business and per payment method. Proposal sends cost no credits during the trial. Two weeks is enough to run three real consultations through Options Estimates, pre-measure a property with MapMeasure Pro, and cost one completed install. Start at the pricing page, or read the ESA certification catalog while you decide which tier your crew size needs.

Key Takeaways

1
Options Estimates put basic, advanced and premium alarm tiers on one document, and they are on every plan from $29.99/month — not gated behind an upgrade.
2
MapMeasure Pro measures perimeter, camera sightlines and cable runs from satellite inside estimate creation from the Beginner tier, with historical aerial imagery added in August 2026.
3
Job Costing on Pro runs Price minus Labor minus Expenses per job with labor pulled automatically from clocked hours, so margin is a number rather than a guess.
4
Inventory Management on Elite tracks panels, sensors, cameras and cable across warehouse, truck and job site — and deducts stock when the invoice is paid, not when the job is marked done.
5
Package Estimates let you sell the smart-home add-on as one named bundle while the technician is already on site with the panel programmed — the cheapest revenue in the trade.
6
Deals pipelines hold builder pre-wire and property-manager retrofit work with close probabilities and weighted forecasting — five pipelines on Elite, unlimited on Max.
7
Virtual Call Team answers, qualifies and transcribes inbound calls around the clock on every plan, metered per minute from your IQ Credit allocation — which is what decides the post-incident lead.
8
Published pricing runs $29.99 to $699/month across five tiers with a 14-day trial on your chosen plan, two months free on annual billing, and full data export on every plan.
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A full walkthrough of estimating, scheduling, job costing and getting paid inside QuoteIQ — the same workflow a security installer runs on an alarm and camera build.

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Getting Started

Switching a Security Installation Business to QuoteIQ in Four Steps

Most installers are moving off a spreadsheet, a notes app and whatever CRM they signed up for two years ago. The migration is shorter than people expect — the four steps below are the order that works.

1

Start the trial on the tier you actually need

Pick the plan that contains the features you intend to test, because the 14-day trial grants access to the chosen plan’s features rather than to everything. If equipment inventory and builder pipelines are the reason you are looking, start on Elite. If you are a one-truck operation testing tiered estimating and satellite measurement, Beginner or Pro is enough. A credit or debit card is required to start, and you can cancel any time during the trial.

2

Import customers and build the security price book

Export a CSV from your current system and run it through AI Smart Import, which maps columns automatically; you can also pull from phone contacts. Then build the price book once: panels by zone capacity, contacts, motions by coverage pattern, glass breaks, life-safety detectors, doorbells, camera types, NVRs by channel count, cable by the foot, keypads, communicators and smart devices. Everything downstream — Options, Packages and inventory — reads from it.

3

Build your three system tiers as reusable templates

Construct your basic, advanced and premium packages once as an Options Estimate, save it as an estimate template, and build the smart-home add-on as a separate Package Estimate template. Attach your standard monitoring agreement and warranty documents through contract attachments, and set up your pre-install survey checklist in inspection forms so every consultation runs the same way regardless of who runs it.

4

Turn on the automations and run one job end to end

Connect QuickBooks Online, switch on email and text automations for estimate follow-up, enable Review Multiplier so the review ask fires after payment, and configure Virtual Call Team with your knowledge base. Then take one real job all the way through — survey, estimate, signature, deposit, install photos, invoice, payment, review — before you migrate the rest. One complete cycle exposes anything you have set up wrong while it is still cheap to fix.

Expert Authority

Built by Operators, Not Only by Engineers

QuoteIQ LLC was founded on September 21, 2022 in Savannah, Georgia by Co-Founders Mike Vidan and Justin Rogers, both home service business operators before they were software founders. That background is visible in the product: the estimate is the center of the system, the mobile app has full parity with the web app because the work happens on a ladder rather than at a desk, and the pricing is published on a page you can read without a discovery call. More of their operating thinking is collected in the QuoteIQ insights library.

“Same day. Not tomorrow morning — same day. Whoever sends a clear, specific estimate first is the one the customer starts comparing everyone else to. That’s a psychological anchor, and it’s real.”

Mike Vidan, Co-Founder, QuoteIQ · Read Mike’s insights

“Around $75,000 to $100,000 in annual revenue is where the invisible cost of manual management typically starts exceeding what software would cost. The most expensive thing in manual management isn’t the time spent on the tasks — it’s the revenue lost to the things that don’t get done.”

Justin Rogers, Co-Founder, QuoteIQ · Read Justin’s insights

What Contractors Say

QuoteIQ holds a 4.7 average across 4,103 reviews on the app stores. Three, unedited:

★★★★★

“Quote IQ has taken my game to the next level with the ability to have everything in one place. From estimates and invoices for all my contacts, to an actual map measuring software which makes creating a quote super fast and efficient. I love it.”

— MrPeaceNetwork, App Store
★★★★★

“This app has everything you need from simple quoting to mapping out concrete for flatwork and fences. It’s easy to use and set up and comes at a great price! It syncs to quick books and Google calender so you can not only keep track of clients appointments but also expenses. 10/10 recommend to anyone!”

— WWECLLC, App Store
★★★★★

“This app has revolutionized my business. I can finally keep all my records in one place, communicate with customers, and send/receive invoices. With this new advancement I plan to outsource some of my “computer work” and really focus on scaling my business. Thanks to the QuoteIQ team!”

— whitew9743, App Store

Run Your Security Installation Business on One Platform

Tiered system pricing, satellite measurement, equipment inventory, per-job costing, smart-home bundles, and builder and property-manager pipelines — starting at $29.99 per month, alongside 40,000+ contractors.

14-day trial on your chosen plan · Monthly or annual billing · Two months free on annual · Cancel any time

© 2026 QuoteIQ LLC, Savannah, Georgia. Built by contractors, for contractors.