Upload your CSV from Jobber, Housecall Pro, ServiceTitan, or any CRM — AI automatically maps and imports your contacts and services. No manual field matching. No spreadsheet reformatting. Done in minutes.
AI Smart Import reads your CSV export and intelligently maps every column — contacts, services, pricing, phone numbers, addresses — into QuoteIQ automatically.
Also supports: Markate, FieldPulse, GorillaDesk, Workiz, Zuper, and any tool that exports CSV.
Three steps. No manual field mapping. No reformatting spreadsheets. AI handles it.
Export your contacts or services from your current CRM as a CSV file. Upload it directly into QuoteIQ.
QuoteIQ’s AI reads your column headers and data, then automatically maps each field to the correct QuoteIQ field — names, phone numbers, addresses, services, pricing.
Confirm the mapping looks right and hit import. Your contacts and services appear in QuoteIQ instantly. Start quoting the same day.
Don’t have a CSV? Import contacts straight from your phone’s address book. Search, select, and bulk-add customers to QuoteIQ in seconds — no file export needed.
AI Smart Import handles both contact databases and service catalogs. Your customer list and your price book — imported separately or together.
Don’t want to do it yourself? Our team handles your entire migration — from data import to price book setup to a live onboarding session.
We import your full customer database into QuoteIQ.
Your services, pricing, and packages configured and ready.
Live session with the QuoteIQ team to walk you through everything.
AI Smart Import accepts standard CSV files — the same format you get when you export from Jobber, Housecall Pro, ServiceTitan, or almost any other CRM or spreadsheet tool. If you can export it as a .csv, QuoteIQ can import it.
No. AI Smart Import reads your column headers and data, then automatically maps each field to the correct QuoteIQ field. You review the mapping before confirming — but the heavy lifting is done by AI, not you.
Yes. AI Smart Import works for both contact databases (customer names, phone numbers, emails, addresses) and service catalogs (service names, descriptions, pricing). Import them together or separately.
Yes. AI Smart Import is available on every QuoteIQ plan — Essentials ($29.99/mo), Beginner ($74.99/mo), Pro ($149.99/mo), Elite ($249.99/mo), and Max ($399.99/mo). All plans include a 14-day free trial. A credit or debit card is required to start the trial.
Most imports complete in under five minutes. Upload your CSV, confirm the AI mapping, and your data appears in QuoteIQ. You can start quoting customers the same day you switch.
Yes. QuoteIQ also lets you import contacts directly from your phone’s address book. Search, select individual contacts or bulk-add, and their names, phone numbers, and emails pull into QuoteIQ automatically. No file export needed.
For $299, the QuoteIQ team handles your entire migration — contact import, price book setup, and a live 1-on-1 onboarding session. Available as an optional add-on during signup. If you want a hands-off switch from Jobber, Housecall Pro, or ServiceTitan, this is the fastest path.
Yes. AI Smart Import is specifically designed for CRM switching. Export your contacts and services from Jobber, Housecall Pro, ServiceTitan, or any other platform as a CSV file, upload it into QuoteIQ, and AI handles the rest. Most contractors are quoting customers the same day they switch.
QuoteIQ was founded by two home service business owners who lived the frustrations of switching between disjointed tools.
Import your data in minutes. Start quoting customers the same day. Plans start at $29.99/month.
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