Published March 2026 · Updated August 2026 · By the QuoteIQ team
QuoteIQ gives appliance repair companies repair-versus-replace tier pricing, satellite property and access verification, parts and refrigerant inventory, per-call job costing, maintenance plan and warranty upsells, and property management and home warranty pipelines — starting at $29.99 per month.
QuoteIQ is the best CRM for appliance repair companies in 2026. It is the only platform in this price range that combines four-format estimating with repair-versus-replace option tiers, satellite property and delivery-access verification, five-module parts and refrigerant inventory, per-call job costing, and a 24/7 AI phone team into one subscription. Plans run from $29.99 per month for Essentials to $699 per month for Max, every plan includes a 14-day free trial with full access to the features of the plan you choose, and the Pro plan at $149.99 per month is where most two-to-four-technician appliance shops land.
TL;DR: Appliance repair runs on three numbers — diagnostic conversion, parts-on-truck accuracy, and repair-versus-replace close rate. QuoteIQ addresses all three in one app: Options Estimates put repair, component upgrade, and full replacement side by side; Inventory Management tracks compressors, control boards, and refrigerant across trucks and warehouse; Job Costing shows the margin on every call; QuoteIQ Cam documents model plates and error codes; Virtual Call Team answers the Sunday-night refrigerator call; MapMeasure Pro confirms delivery access before the truck rolls; and Pipelines & Deals keeps property management and home warranty work separate from residential. Technicians who handle sealed systems still need EPA Section 608 certification, and BLS wage data is the reference point for setting loaded labor rates.
Most field service software is built around the project: a multi-day install, a crew, a change order, a punch list. Appliance repair does not work that way. An appliance repair company runs on short, dense, high-frequency visits — a diagnostic at 8:15, a drain pump swap at 10:00, a control board install at 1:00, a dryer vent clean at 3:30 — and the profit lives in the gap between what the diagnostic uncovered and what the technician could actually finish that same visit. Software that treats every visit like a construction project adds friction to the exact moment where an appliance repair company makes its money.
That difference shows up in four places. First, pricing is conditional: the same failed refrigerator is a repair, a component upgrade, or a full replacement depending on the age of the unit and the customer’s budget, and the technician has to present all three without going back to the office. Second, parts decide the outcome: a call is either a first-visit completion or a return trip based entirely on whether the right compressor relay, thermal fuse, or model-specific control board was on the truck. Third, the buyer is often not the homeowner — a large share of steady appliance volume comes from property managers and home warranty administrators who need documentation, authorization trails, and fast response. The occupational task profile the O*NET database keeps for home appliance repairers reads exactly like that: troubleshooting, repairing, and equipment maintenance, not project management. Fourth, the phone is the funnel: refrigerators die on Sunday nights, and the shop that answers is the shop that gets the call.
QuoteIQ’s appliance repair platform was built by contractors who ran service businesses before they wrote software, and every one of those four pressure points has a dedicated tool. Repair-versus-replace tiering lives in Options Estimates. Parts live in Inventory Management with locations for warehouse, truck, and job site. Property management and warranty relationships live in Pipelines & Deals, separated from residential leads. And the Sunday-night phone call is answered by the Virtual Call Team, which qualifies the lead and hands you a summary instead of a voicemail.
Appliance work sits inside the installation, maintenance, and repair occupation group, where the U.S. Bureau of Labor Statistics reports a median annual wage of $59,620 as of May 2025, against $50,980 for all occupations. Refrigeration-side technicians run higher: $61,010 median, with 440,900 jobs and an 11% projected growth rate through 2035. If your billed labor rate was set before those numbers moved, Job Costing will show you exactly which call types stopped clearing their loaded cost.
Every appliance repair company charges some form of diagnostic or trip fee, and most of them treat it as a cost-recovery line. It is not. It is the moment the customer decides whether to spend more money with you or start calling other shops. The technician who leaves a verbal number on a business card loses that decision; the technician who leaves a branded, itemized, three-tier estimate on the customer’s phone before pulling out of the driveway wins it. That is why Quick Estimates exist for the simple calls and Standard Estimates for the line-item builds, with e-signatures so the approval happens on-site rather than three days later.
The same logic applies to how the estimate looks. An estimate with the failed component photographed, the model plate captured, the error code visible, and the warranty terms attached does not read like a sales pitch — it reads like documentation. QuoteIQ Cam handles the capture, contract attachments bind the manufacturer warranty language and maintenance recommendations to the document, and inspection forms turn the technician’s findings into a structured report you can hand to a property manager or a warranty administrator without rewriting anything.
An appliance repair company that returns to the shop mid-day for a part has lost a billable slot, and the second trip usually costs more in windshield time than the part is worth. The fix is not a bigger truck — it is knowing what is on the truck. QuoteIQ’s five-module inventory system tracks products with SKU, category, unit, cost, and reorder point; locations for the warehouse, each service truck, and active job sites; suppliers; orders that move Draft to Confirmed to Received; and transactions that log every receipt, issue, return, damage, loss, and adjustment.
Materials on an estimate or invoice link back to those products, so pricing stays current when your supplier changes cost. One rule matters and is easy to get wrong: in QuoteIQ, stock deducts when the invoice is paid, not when the job is marked done, and a deposit does not count as paid. Once you internalise that, your on-hand counts stop drifting. Pair it with expense tracking so parts cost, refrigerant, and consumables all land against the right call, and your margin numbers become something you can actually price from.
Any technician who attaches gauges, adds or recovers refrigerant, or opens a sealed system must hold EPA Section 608 certification under 40 CFR Part 82, Subpart F. The EPA publishes four certification types — Type I for small appliances, Type II for high-pressure, Type III for low-pressure, and Universal — and the credentials do not expire, though the core exam must be proctored to earn Universal. Replacement work adds a second obligation: refrigerant must be recovered before a unit is scrapped, and the EPA’s appliance disposal rules govern how the old unit leaves the property. Store each technician’s certification in their EmployeeHub record and attach the relevant documentation to sealed-system estimates with contract attachments.
Every CRM claims to work for service businesses. These are the specific tools an appliance repair company touches between the first ring of the phone and the moment the invoice clears — with the plan each one unlocks on, so there are no surprises when you pick a tier.
Options Estimates put Good, Better, and Best on one document so the homeowner compares your three answers instead of comparing you to two other shops. A single refrigerator call becomes a standard repair line, a component-upgrade line with a longer warranty, and a full replacement line with haul-away — each with its own scope, warranty term, and total. The customer sees cost against expected remaining life rather than a bare number, which is the conversation that moves a 15-year-old unit from patch to replace.
Because the tiers live in one document, there is no second estimate to chase and no version confusion when the customer calls back a week later. Add e-signature approval and the accepted tier is time-stamped and locked.
MapMeasure Pro lets you look at the property from above before you commit a two-person delivery crew: driveway width, side-yard gate access, garage approach, and whether a full-size unit can realistically reach the kitchen. Historical aerial imagery lets you scroll back through years of photos of the same address, which matters when a property has been re-fenced or re-landscaped since the last survey.
Property Street View and Zillow Quick Access sit beside it, so you can confirm the entry, the home’s age, and the likely appliance vintage before the truck leaves. Screenshots attach to the estimate as visual proof of the access plan.
Inventory Management tracks compressors, control boards, heating elements, thermostats, water inlet valves, door gaskets, ice maker assemblies, drain pumps, drive motors, belts, igniters, gas valves, capacitors, relays, defrost timers, thermal fuses, and refrigerant by type — each with SKU, unit cost, reorder point, and In Stock / Low / Out indicators visible in the list alongside customer price and margin.
Locations model the real world: warehouse shelves, each service truck, and active job sites. Orders move Draft to Confirmed to Received, and receiving auto-creates the receipt transaction. Stock deducts when the invoice is paid — a deposit does not move stock — so your counts reflect money collected, not optimism.
Job Costing runs Total Price minus Labor minus Expenses equals Profit on every single call, with a profit-margin bar on the job’s Report tab. Labor pulls automatically from time tracking — hourly rate multiplied by clocked hours — so you are not re-keying anything, and expenses link straight to the job.
The value for an appliance shop is comparative: once thirty calls are costed, you can see that diagnostic-only visits, component swaps, sealed-system work, and installs have completely different margin profiles, and you can price and schedule accordingly. The Hourly Rate Calculator in Business Calculators is where you set the loaded rate that makes those numbers honest.
Recurring revenue is the single biggest structural advantage an appliance repair company can build, and it starts on a call you are already on. Package Estimates bundle the repair with an annual or whole-home maintenance plan and any add-on service into one priced package the customer approves in a single tap.
Once sold, Invoice Subscriptions bill the plan automatically on your schedule with full discount, tax, fee, and deposit math, and an accepted estimate can be converted straight into a recurring subscription. Customers who need to spread a large replacement can use consumer financing through Affirm, Klarna, or Afterpay at checkout.
Repair-versus-replace is an imagination problem. The homeowner can picture the repair — they cannot picture the new range in their kitchen. Before & After AI generates a realistic “after” image from the actual photo of their appliance in about 15 to 20 seconds and attaches it to any estimate type or invoice.
It runs on IQ Credits, which every plan includes monthly — 500 on Essentials up to 8,000 on Max — and each regeneration draws credits again, so the app shows you the credit cost and asks for confirmation before it runs. The Before & After Photo Editor handles the side-by-side you post after the job is done.
Scheduling is drag-and-drop across day, week, month, and employee-timeline views, colour-coded by status, with multi-day work rendered as continuous events. When the 9 a.m. leaking-washer call comes in, you drag it into the next open arrival window and the customer gets an automated reminder without anyone typing a message.
Schedule Later lets you create a visit with no date and assign it once the part arrives. Individual occurrences of a recurring maintenance series can be moved without disturbing the rest. The GEO-Schedule map view shows the day geographically, and Google Calendar sync keeps outside commitments visible.
QuoteIQ Cam captures the whole arc of a call: the failed component, the model and serial plate, the error code on the display, the disassembly, the replacement part installed, and the function test. Photos and video upload in 4K with unlimited cloud storage, organised by job and date, and land in a documentation archive on the customer’s contact record.
For an appliance shop the model plate photo alone pays for the feature — it is what makes a first-time-correct parts order possible. Annotations, before/after comparisons, and customisable inspection form PDFs turn the same captures into the report a property manager or warranty administrator will accept.
Some of the best margin in appliance repair comes from work you are standing next to. The refrigerator coils are filthy, the dryer vent hood outside is half-blocked with lint, the washer hoses are original. Package Estimates let you present a bundled care package — the repair plus the coil clean plus the vent service — at a package price rather than as three separate upsells the customer can decline one at a time.
Bundling also reduces truck rolls, which is where the real margin gain sits. Price the components with the dryer vent cleaning cost calculator and the air duct cleaning cost calculator before you build the package in the Price Book.
AI Autopilot is conversational control of the whole CRM by voice or text, with 55 integrated tools across 13 categories. Real commands: move all of today’s visits to Friday and text every customer; invoice all of today’s completed visits and send them. It appears in the app as “Ask AI” — same feature, interface name versus brand name.
Beside it sit two distinct tools that are easy to confuse. AI Estimator is the photo-to-quote specialist that analyses property photos, asks follow-up questions, and generates locally-priced line items. AI CoPilot is the in-document editor that adds services, sets discounts, changes tax, and drafts client messages while you are inside an estimate.
The refrigerator that fails on Sunday evening is the highest-intent lead an appliance repair company will ever get, and it goes to whoever picks up. The Virtual Call Team answers inbound calls around the clock, qualifies the lead, filters spam, and delivers a call summary and notification — every call recorded and transcribed, with a knowledge base and agent voice you configure.
It is priced per minute in IQ Credits, so answering capacity scales with your plan’s monthly credit allocation rather than being unlimited at every tier. It does not book appointments for you; it answers, qualifies, and summarises, then your team or InstaSchedule closes the loop.
Pipelines & Deals — “Deals” in the app — is a Kanban and list CRM with stages carrying close-probability percentages, so your forecast is weighted value (amount multiplied by probability) rather than wishful totals. Six-metric analytics cover total, weighted, open, closed-won, new, and average deal age.
For an appliance shop that means property management contracts, home warranty claim referrals, builder punch-list work, commercial kitchen accounts, and residential leads each get their own board with their own stages. Elite runs up to five pipelines; Max is unlimited. Attachments, internal notes, multi-assignee, and priority filters keep the detail on the deal.
The following is an illustrative walkthrough of a two-technician shop — the figures are example pricing for a hypothetical business, not QuoteIQ data. It exists to show where each tool sits in a real day, from the 7 a.m. truck check to the Friday review.
Marcus runs Metro Appliance Pros and his QuoteIQ calendar shows seven visits today across two technicians. His own run is a refrigerator compressor replacement, a washer drain pump swap, a dishwasher control board diagnosis, and an afternoon dryer vent service. His second technician has a range igniter replacement, an ice maker install, and a commercial walk-in cooler preventive maintenance at a restaurant. A quick pass through Inventory confirms what is on each truck against what today’s visits require — compressor, start relay, overload protector, refrigerant, drain pump assembly, control board, and the vent kit on one; igniter, ice maker assembly, condenser coil brush, thermometer, and gasket material on the other. Route Optimization sequences both runs for minimum drive time and recalculates when an emergency gets added at 9. Both technicians clock in on Time Tracker Pro with GPS clock-in verification, and the live team map shows them only while they are clocked in.
First visit is a twelve-year-old French door refrigerator running constantly and holding at 55°F. Marcus pulls the unit, clamps the compressor, and finds locked rotor drawing well over its rated amperage. QuoteIQ Cam captures the amp reading, the model and serial plate, and the failed compressor before anything is disassembled — the plate photo is what guarantees the correct OEM part number. The customer approved the component-upgrade tier from yesterday’s Options Estimate and paid the diagnostic, so the work proceeds: recover refrigerant per EPA protocol, unbraze and replace the compressor, fit new start components, pressure test, evacuate, recharge to spec, and verify pull-down. Cam documents the installed compressor and the final temperature reading. Refrigerant and parts consumed go straight into expense tracking against this visit, which is what makes the margin number at the end of the week real rather than estimated.
Third visit is a dishwasher throwing a drain fault and a leak-detected code. Marcus pulls the kick plate, finds standing water in the base pan tripping the flood switch, and traces it to a cracked sump seal. Cam captures the codes, the water, and the cracked seal. He builds the Options Estimate on the spot: a standard repair replacing the seal and drain pump with a 90-day warranty, an upgraded repair replacing the full sump assembly with new spray arms and a one-year warranty, and a replacement line with removal, install, and haul-away. Before & After AI renders the replacement unit into their actual kitchen. Manufacturer warranty terms and the parts list attach via contract attachments. The customer signs the middle tier with an e-signature and pays on the spot through online payments — card, ACH bank transfer, Apple Pay or Google Pay, with cash and check recorded in-app. The parts-install return visit gets scheduled before he leaves the driveway.
On the way out Marcus notices caked condenser coils and a partly blocked dryer vent hood. Six major appliances in the house and none on any maintenance schedule. He builds a Package Estimate add-on covering bi-annual tune-ups across all six units, priority scheduling, and a parts discount for the year. This is the highest-leverage moment in appliance repair: the technician is already on site, trust was established twenty minutes ago by a successful diagnosis, and the customer has just seen first-hand what neglected maintenance produces. Signed on the spot, the plan converts into a recurring Invoice Subscription that bills automatically without anyone remembering to raise it. Job Costing then shows what the plan is actually worth once two annual visits of labour are subtracted — which is the number you use when you decide whether to raise the plan price next year.
Job Costing runs across the day’s completed visits and the pattern is immediately visible. Diagnostic-only visits carry no parts cost and half an hour of labour, so they clear the highest percentage margin but the smallest dollar contribution. Component swaps sit in the middle on both. Sealed-system work and installs carry the largest dollar margin and the longest on-site time. Preventive maintenance on the commercial account is the most predictable of all. Feed that into Business Analytics — revenue by service, customer, and employee, conversion rate, average ticket, completion rate, customer repeat rate — and you stop guessing which work to chase. Pipeline review closes the day: proposals out to property managers, warranty claims sitting in parts-ordered, residential follow-ups from this week’s diagnostics, and the commercial kitchen quotes, each weighted by close probability.
Mass-invoice the week’s completed visits from the calendar in one action. Customers pay by card or ACH through invoicing, with automated payment reminders on the timing you set and Net terms where a commercial account needs them. Before & After Photo Editor turns the refrigerator replacement captures into the side-by-side that goes out with the review request, and Review Multiplier handles the ask — either as an instant post-payment redirect to your review page or as an email and SMS review-request automation on event triggers. Those reviews are what a property manager reads before handing a shop a multi-building contract. When that contract lands, it becomes a deal with its own stages, its own service level expectations in attached documents, and its own recurring billing.
Across a two-truck shop, the three biggest silent losses are the return trip for a missing part, the estimate that never got sent because the day ran long, and the after-hours call that went to voicemail. All three are software problems before they are discipline problems, which is why inventory, on-site Quick Estimates, and the Virtual Call Team matter more to an appliance repair company than any reporting dashboard.
The plan matrix below is the practical answer to “which tier do I actually need.” Nothing here is an add-on purchase: if a capability is listed at a tier, it is included in that plan’s monthly price. The only paid extras in the platform are the AI Website Builder at $34.99 per month (included on Max), additional businesses, done-for-you setup, and optional IQ Credit top-up packs.
| Capability an appliance shop needs | QuoteIQ tool | Included from |
|---|---|---|
| Repair / upgrade / replace tier pricing | Options Estimates | Essentials — every plan |
| Line-item and fast-turn estimating | Standard & Quick Estimates | Essentials — every plan |
| On-phone customer approval | E-Signatures | Essentials — every plan |
| Card, ACH, Apple Pay, Google Pay collection | Online Payments | Essentials — every plan |
| Buy-now-pay-later for replacements | Consumer Financing | Essentials — every plan |
| Maintenance plan auto-billing | Invoice Subscriptions | Essentials — every plan |
| 24/7 AI phone answering | Virtual Call Team | Essentials (minutes scale with plan credits) |
| Conversational CRM control, 55 tools | AI Autopilot | Essentials — every plan |
| Satellite property & access verification | MapMeasure Pro | Beginner |
| 4K diagnostic documentation & inspections | QuoteIQ Cam | Beginner |
| Parts & refrigerant cost capture | Expense Tracking | Beginner |
| Warranty & SLA document attachments | Contract Attachments | Beginner |
| Dedicated business number, two-way call & text | ClientHub | Pro |
| Per-call margin | Job Costing | Pro |
| Customer self-service portal | Client Portal | Pro |
| Event-triggered email & text sequences | Automations | Pro |
| Accounting sync (QuickBooks Online) | QuickBooks integration | Pro |
| Parts & refrigerant stock control | Inventory Management | Elite |
| Property management & warranty pipelines | Pipelines & Deals | Elite (5 pipelines; unlimited on Max) |
| Customer self-quoting and self-booking | InstaQuote & InstaSchedule | Elite |
| Route sequencing & work-density zones | Route Optimization & Route Density | Elite |
| GPS time tracking & team management | EmployeeHub | Elite |
| Unlimited seats, crews, commission tracking | Sales Team Tracker & Crews | Max |
Appliance repair companies shopping for a CRM in 2026 will almost always end up comparing QuoteIQ with Jobber, Housecall Pro, and ServiceTitan. All three are established platforms with real strengths, all three have shipped AI capability over the last two years, and all three publish their own current plan information — so check their pricing on their own sites rather than trusting a figure quoted in someone else’s blog post, including this one. Software pricing in this category changes several times a year and any number reprinted second-hand is stale the week after it is published.
What is worth comparing on a feature-by-feature basis is the shape of the bundle rather than a headline price. For an appliance shop specifically, the questions that decide the outcome are: does tiered repair-versus-replace pricing come standard or only on an upper tier; is photo documentation native or a separate subscription; does parts inventory model trucks as distinct stock locations; is AI phone answering included or an add-on; and does per-call job costing pull labour automatically from time tracking. Price each candidate against your own answer to those five questions and against the total including any add-ons you would need, and see our full competitor comparison hub for side-by-side breakdowns.
An appliance repair company scales by separating work types, not by hiring identical technicians. Sealed-system refrigeration, commercial kitchen equipment, and full replacement installs need a certified senior technician. Component swaps, vent services, and maintenance plan tune-ups do not. The moment you make that split explicit in software, your senior technician’s hours stop being consumed by igniter replacements and your revenue per truck moves.
EmployeeHub handles the structure. Each employee carries an hourly rate and availability; roles and permissions control exactly what each person can see and do, with a full permissions overhaul shipped in the August 2026 release that properly separates calendar permissions from everything else. Time Tracker Pro handles GPS clock in and out, per-visit hours, break counts and durations in reports and CSV export, admin-only manual adjustments, and a complete edit history. GPS location tracking shows the live team map while technicians are clocked in, pauses on breaks, and stops at clock-out — clocked-out employees are never shown on any map. Team Communication carries one-on-one and group chats with visit assignment attached.
A three-person shop typically runs three profiles: a senior technician with full field access including sealed-system work and installs; a junior technician restricted to standard diagnostics and component swaps, who can capture photos and complete visits but cannot change pricing; and an office manager on a manager role who schedules, processes Virtual Call Team leads into visits, builds tier estimates from technician photos, manages the pipeline, and orders parts — but cannot see per-visit margins. The owner keeps admin with Job Costing, analytics, and billing.
Two limitations are worth stating plainly because they affect how you set up payroll. QuoteIQ does not calculate overtime automatically, and it does not run native payroll — hours export from Time Tracker Pro to whatever payroll system you already use. Plan the export step into your fortnightly routine rather than discovering it at the end of the first pay cycle. When you set pay bands, note that home appliance repairers are reported by BLS in its data for occupations not covered in detail rather than as a full Occupational Outlook profile, so use that table alongside the broader repair-group figures. On Max, crew creation and scheduling adds crew-level analytics and routing, and the Sales Team Tracker handles commission percentage per representative with conversion, cycle, and year-to-date metrics — useful once you have a dedicated estimator selling replacements and maintenance plans.
Service-call revenue is linear: one technician, one visit, one ticket. The appliance repair companies that outgrow their trucks build revenue that does not require a new visit to earn. There are three channels that do this, and each one maps to a specific set of tools.
Every repair visit that ends without a maintenance offer leaves the easiest revenue in the business on the table. The technician is in the home, the trust is fresh, and the customer has just watched what deferred maintenance costs. Package Estimates present the plan as part of the repair rather than as a separate pitch, and Invoice Subscriptions bill it automatically with full discount, tax, and deposit handling so renewal is not a manual task anyone can forget.
Model your own numbers before you set the price: annual plan revenue minus the loaded labour cost of the visits you have promised, using the business calculators and your real hourly rate. A plan priced without that arithmetic will look like recurring revenue and behave like recurring obligation. Track attach rate per technician in analytics and it becomes a coachable number rather than a hope.
A property manager with a portfolio of rental units needs one appliance repair company they can call for every tenant issue, and a home warranty administrator needs a local shop that responds fast and closes claims without chasing. Both are volume relationships that smooth out the seasonal swings residential work has, and both are won on documentation and response time rather than price.
That is a Pipelines & Deals problem. Give property management and home warranty their own boards with their own stages, keep the service level terms and authorization limits in attached documents, and use inspection form PDFs plus Cam captures as the standard claim package. The Client Portal gives a property manager a branded, per-customer link where they can view estimates, pay invoices, see appointments and inspections, and submit new requests without phoning you — which is often the exact thing that wins the contract.
Restaurants, hotels, laundromats, and assisted-living facilities cannot tolerate appliance downtime, which makes them willing to pay for scheduled preventive maintenance and priority response. These accounts bill on contract rather than per incident, which is exactly what recurring invoicing exists for, and they cluster geographically, which is what Route Density is for — it shows you where work concentrates so you can plan a zone day, while Route Optimization sequences the stops within it.
Commercial refrigeration also raises the certification bar. Walk-in coolers and low-pressure equipment fall outside Type I small-appliance certification, so check the EPA’s certification types against the equipment you intend to service before you sign a facility contract. The BLS occupational profile for refrigeration technicians is the right benchmark for what that skill level costs to hire and retain.
The argument for QuoteIQ is not only the appliance-specific tooling — it is that the parts spreadsheet, the separate photo app, the second phone line, and the standalone review tool all collapse into one subscription with one customer record behind them. Here is the full toolset, all of it reachable from the same app on iOS, Android, and the web.
Switching from another platform is a Smart Import job: bring a CSV out of your current CRM and QuoteIQ maps the columns automatically, or import straight from your phone contacts. Your data stays yours — export is available on every plan, and card numbers are never stored by QuoteIQ because the processor holds them.
Five plans, priced by seats and monthly IQ Credits rather than by module. Every plan includes a 14-day free trial with full access to the features of the plan you choose, and annual billing gives you two months free. Upgrading mid-cycle charges the prorated difference, credits jump immediately, and annual rates adjust proportionally.
| Plan | Monthly | Annual (2 months free) | Users | IQ Credits / month |
|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 |
| Beginner | $74.99 | $749.99 | 2 | 1,500 |
| Pro | $149.99 | $1,499.99 | 4 | 3,000 |
| Elite | $299 | $2,990 | 10 | 5,000 |
| Max | $699 | $6,990 | Unlimited | 8,000 |
A solo technician who wants to stop writing estimates on carbon paper starts on Essentials — tiered estimates, e-signatures, card and ACH collection, financing, and AI Autopilot are all there at $29.99. The moment you want satellite access verification and 4K diagnostic documentation, you are on Beginner at $74.99.
Most two-to-four-technician appliance shops belong on Pro at $149.99, because that is where the dedicated business number, per-visit margin, the customer portal, event-triggered automations, and QuickBooks Online sync all arrive together — and four users covers an owner, two technicians, and an office manager. Move to Elite at $299 when parts inventory across trucks and property management pipelines start costing you more in spreadsheet time than the price difference, and to Max at $699 when unlimited seats and crew scheduling beat paying per head.
IQ Credits are the built-in currency for AI features and reset every billing cycle — 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite, 8,000 on Max. They are consumed by things like Virtual Call Team minutes, proposal sends, AI measurement, and generated imagery, and every AI action shows its credit cost and asks for confirmation before it runs, so nothing draws down silently. Credits have no cash value, are non-transferable and non-refundable, and expire on cancellation. Optional top-up packs exist; the core CRM never requires them.
QuoteIQ is the best CRM for appliance repair companies in 2026 because it bundles the five tools an appliance shop actually needs into one subscription starting at $29.99 per month. Those five are repair-versus-replace tier pricing through Options Estimates, delivery-access verification through MapMeasure Pro, parts and refrigerant stock control through Inventory Management, per-visit margin through Job Costing, and 24/7 inbound answering through the Virtual Call Team. Over 40,000 contractors use the platform, which holds a 4.7-star rating across 4,103 reviews. It runs on iOS, Android, and the web with full parity, so a technician can build a three-tier estimate at the customer’s kitchen counter and collect payment before leaving. Before choosing any platform, benchmark your labour rates against the BLS installation, maintenance, and repair occupational data, and see the full appliance repair software overview for a deeper walkthrough.
QuoteIQ runs five plans: Essentials at $29.99 per month for one user with 500 IQ Credits, Beginner at $74.99 for two users with 1,500 credits, Pro at $149.99 for four users with 3,000 credits, Elite at $299 for ten users with 5,000 credits, and Max at $699 for unlimited users with 8,000 credits. Annual billing gives two months free, so Pro drops to $1,499.99 per year. There is no per-user surcharge inside a plan’s seat count and no separate AI add-on — the credit allocation is the AI budget. The only paid extras are the AI Website Builder at $34.99 per month (included on Max), additional businesses, done-for-you setup, and optional credit top-up packs. Most two-to-four-technician appliance shops land on Pro. Other platforms publish their own current plans on their own sites, so price them there rather than from a third-party figure, and compare total cost including any add-ons on the comparison hub. The BLS median wage of $61,010 for refrigeration technicians is a useful reference: software costs a fraction of one technician-week.
Yes. Options Estimates are included on every QuoteIQ plan from Essentials at $29.99 and present Good, Better, and Best on a single document — a standard repair, a component upgrade with an extended warranty term, and a full replacement with removal and haul-away — each carrying its own scope, warranty, and total. The homeowner compares your three answers instead of comparing you to two other shops. Add Before & After AI to render the replacement unit into a photo of their actual kitchen, attach the manufacturer warranty terms with contract attachments, and capture approval on the customer’s phone with e-signatures. If the replacement tier is beyond immediate budget, consumer financing through Affirm, Klarna, or Afterpay lets them apply at checkout with an instant decision while you are paid in full up front. For sealed-system work, remember that the technician performing the repair must hold the appropriate EPA Section 608 certification for that equipment class.
Yes, on the Elite plan at $299 per month and above. Inventory Management runs five modules: Products with SKU, category, unit, cost, reorder point and In Stock / Low / Out indicators; Locations that model the warehouse, each service truck, and active job sites; Suppliers; Orders moving Draft to Confirmed to Received with receiving auto-creating a receipt transaction; and Transactions logging every receipt, issue, return, damage, loss, and adjustment. Compressors, control boards, heating elements, thermostats, inlet valves, gaskets, drain pumps, motors, belts, igniters, capacitors, relays, thermal fuses, and refrigerant by type all fit that model. Materials on estimates and invoices link back to products so pricing stays current when supplier cost moves. One rule matters: stock deducts when the invoice is paid, not when the visit is marked done, and a deposit does not count as paid. Pair it with expense tracking and Job Costing for true per-visit margin. Refrigerant handling is governed by EPA Section 608 rules under 40 CFR Part 82.
Job Costing, included from the Pro plan at $149.99 per month, calculates Total Price minus Labor minus Expenses equals Profit on every visit and displays a profit-margin bar on the visit’s Report tab. Labour pulls automatically from Time Tracker Pro — hourly rate multiplied by clocked hours — so nothing is re-keyed, and parts, refrigerant, and consumables logged in expense tracking link straight to the visit. The value for an appliance shop is comparative: once thirty visits are costed you can see that diagnostics, component swaps, sealed-system repairs, and installs have completely different margin profiles, and you can price and schedule accordingly. Set the loaded rate that makes those numbers honest with the Hourly Rate Calculator inside Business Calculators, then roll the results up in Business Analytics for revenue by service, employee, and customer. Benchmark your technician cost against the BLS median of $59,620 for the installation, maintenance, and repair group.
Yes. The Virtual Call Team is available on every QuoteIQ plan and answers inbound calls around the clock, qualifies the caller, filters spam, and delivers a call summary and notification — every call recorded and transcribed, with a knowledge base and agent voice and personality you configure yourself. It answers, qualifies, and summarises; it does not book the appointment for you, so pair it with InstaSchedule if you want customers self-booking against real availability, or let your office manager convert the summary into a visit. It is priced per minute in IQ Credits, so answering capacity scales with your plan’s monthly allocation rather than being unlimited at every tier. Alongside it, ClientHub from Pro gives you a dedicated business number with two-way calling and texting inside the app, synced across devices, with call routing by time of day or availability. Website contact forms and Google Reserve booking capture the leads that never call. Refrigeration emergencies cluster outside business hours, which is why the BLS notes on-call and evening schedules as normal for this trade.
Give each relationship type its own board in Pipelines & Deals, available from the Elite plan — Elite runs up to five pipelines and Max is unlimited. Property management contracts, home warranty claim referrals, builder punch-list work, commercial accounts, and residential leads each get their own stages with close-probability percentages, so your forecast is weighted value rather than a wishful total. The documentation side is what actually wins and keeps these accounts: QuoteIQ Cam captures the model plate, error code, and failed component, inspection forms turn that into a structured PDF the administrator will accept, and contract attachments keep service level terms and authorization limits bound to the estimate. The Client Portal gives a property manager a branded link to view estimates, pay invoices, see appointments, and submit new requests without phoning you. Standard practice on multi-unit portfolios also means tracking each technician’s EPA certification type against the equipment classes in the contract.
Yes — every QuoteIQ plan includes a 14-day free trial with full access to the features of the plan you choose. A credit or debit card is required to start. 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 is available per person, per business, per payment method. Pick the tier you actually intend to run so the trial reflects reality: Beginner at $74.99 if you want to test MapMeasure Pro and QuoteIQ Cam, Pro at $149.99 for Job Costing and ClientHub, or Elite at $299 for inventory and pipelines. Bring your existing customer list in with AI Smart Import on day one so you are testing with real data, and set your labour rate against the current BLS occupational wage figures before you cost your first visit.
A full walkthrough of estimating, scheduling, invoicing, and getting paid inside QuoteIQ — the same flow an appliance repair company runs on every service call.
Watch Video →Most appliance shops are running their first real estimate through QuoteIQ inside an afternoon. Here is the order that works.
Create the account and choose the plan you actually plan to use rather than the cheapest one, because the 14-day free trial gives you full access to the features of the plan you choose — testing on Essentials tells you nothing about Job Costing or inventory. Most appliance shops should trial Pro. Set your company details, logo, and license number so estimate PDFs come out branded from the first send.
Bring your customer list in with AI Smart Import — a CSV out of your current CRM maps automatically, or import from phone contacts — so you are testing against real history. Then build the Price Book around your actual call types: diagnostic, component swap by appliance category, sealed-system repair, install, and each maintenance plan tier. This is the step most shops rush and later regret, because a good Price Book is what makes on-site Quick Estimates genuinely quick.
Create Options Estimate templates for your highest-volume scenarios — refrigerator sealed system, washer drive and drain, dishwasher pump and seal, range and oven controls, dryer heat and vent — each with a standard repair, a component upgrade, and a replacement tier. Estimate Templates make these reusable, so the technician picks the appliance category and adjusts, rather than rebuilding a three-tier estimate at every kitchen counter. Attach warranty language once via contract attachments.
Get every technician capturing model plates and error codes in QuoteIQ Cam on day one — that habit alone reduces wrong-part orders. Switch on card and ACH collection in online payments and configure bank details for payouts. Then set up automations for estimate follow-up and appointment reminders, and Review Multiplier so the review ask fires without anyone remembering. Connect QuickBooks Online last, once your Price Book is settled.
QuoteIQ was founded in September 2022 in Savannah, Georgia by two home service operators who built the software they could not buy. Both still run and advise service businesses, and both publish operational guidance for contractors.
“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 — read his 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 — read his insightsQuoteIQ holds a 4.7-star rating across 4,103 reviews. These three are verified App Store reviews from named service business owners.
“Ultimate all‑in‑one tool for service pros! Quotes, invoices, scheduling, inspections, and analytics. Intuitive interface. Pre‑inspection checklist invaluable. Helps me grow and stay organized daily.”
Nielson Talia · App Store · August 2025“I’ve been using Quote IQ for almost two years. The simplicity and speed with which I can get the customer a quote is fantastic! But not only that I can invoice, schedule, and follow up with my customers all through the app. It has bin a complete game changer for my business! I highly recommend to anybody looking to up their game as an entrepreneur!”
Mattheweprocha · App Store · July 2024“I’ve used this app for almost a year now and it’s been great! The app has everything I could think of needing to manage my business. It has invoicing, collecting payments, creating quotes, keeping track of scheduling, and more. You can export every bit of data from it as well as create and manage any category you need.”
Rathuin137 · App Store · April 2024Repair-versus-replace tier pricing, satellite access verification, parts and refrigerant inventory, per-call job costing, maintenance plan billing, property management pipelines, and 24/7 AI phone answering — starting at $29.99 per month with a 14-day free trial on the plan you choose.
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
