Tiered Options Estimates for air-source, cold-climate hyper-heat, dual-fuel hybrid, and geothermal systems · Satellite Manual J load-sizing with MapMeasure Pro · Refrigerant and indoor-unit inventory tracking · Per-install job costing · 25C and utility rebate pipelines · AI Before/After visual selling — all from $29.99/mo.
Heat pump installation is the fastest-growing segment of the residential HVAC market in 2026. Federal 25C tax credits, state decarbonization incentives, and electric utility rebate programs are driving homeowner demand that every heat pump installation company in the country is racing to capture. But the operational complexity behind a single cold-climate hyper-heat or geothermal ground-loop project is unlike anything generic HVAC field service software was built to handle. The right CRM for heat pump installation is what separates a heat pump installation company that closes $60,000 retrofits from one that loses them to a faster competitor with cleaner paperwork.
QuoteIQ is the all-in-one field service CRM built by contractors Mike Vidan and Justin Rogers, co-founders who built it because existing platforms didn’t fit how a heat pump installation company actually operates. With one login, a heat pump installation operator handles tiered system pricing via Options Estimates, satellite-based Manual J envelope measurement via MapMeasure Pro, refrigerant and indoor-unit inventory tracking, dual Pipelines for retrofit and new-construction jobs, AI Before/After previews of completed installs, and contract attachments for rebate paperwork and extended warranty forms. According to the U.S. Bureau of Labor Statistics, HVAC installer employment is projected to grow 6 percent from 2024 to 2034 — faster than average — with heat pump work driving the majority of that growth.
Options Estimates are the single most important feature for any heat pump installation company. A homeowner ready to replace a dying 18-year-old gas furnace does not want one price on one system — they want to compare a 2-ton air-source heat pump retrofit at $11,800, a 3-ton cold-climate hyper-heat rated for zero-degree performance at $16,400, and a dual-fuel hybrid with gas backup at $14,900, plus a geothermal ground-loop system at $28,500, on a single proposal. Heat pump installation companies using tiered Options Estimates report average invoice values climbing 30 to 50 percent because homeowners routinely pick the middle or premium tier when they see all four options side by side.
MapMeasure Pro is the feature every CRM for heat pump installation buyer evaluates first, because it replaces the $67 to $255 per month that a heat pump installation company would otherwise pay for GoiLawn, iRoofing, or other third-party satellite measurement tools. From the truck, a heat pump installation estimator pulls up the property’s satellite imagery, outlines the conditioned-envelope square footage across both floors, identifies south-facing windows for solar-gain load calcs, and generates preliminary Manual J inputs before the homeowner has even opened the front door. A preliminary sizing done from the driveway rather than a 90-minute in-home visit is the difference between quoting three heat pump installation jobs in a day versus one.
Inventory Tracking is non-negotiable for any heat pump installation company handling modern refrigerants. QuoteIQ lets a heat pump installation operator log R-410A, R-32, and the new A2L refrigerant R-454B in pounds per tank, track indoor air handler SKUs by capacity and refrigerant type, and maintain stocking levels on line sets, disconnects, copper lineset insulation, condensate pumps, and filter driers. When the EPA Section 608 compliance record for a specific job is ever audited, the refrigerant-handling logs are attached to the work order rather than scattered across a technician’s phone camera roll.
Pipelines & Deals lets a heat pump installation company track parallel revenue channels as separate pipelines. The retrofit pipeline covers dying-system emergency replacements. The planned-upgrade pipeline covers homeowners scheduling fall-season installs to lock in federal 25C Energy Efficient Home Improvement Credit eligibility before year-end. The new-construction pipeline covers builder and GC relationships. The commercial pipeline covers light-commercial rooftop heat pump replacements for property managers. A heat pump installation company that builds all four pipelines has year-round lead flow instead of a brutal shoulder-season drought.
QuoteIQ’s AI Before/After photo generator is the closer for high-ticket heat pump installation projects. A homeowner looking at an ugly rusted air handler in a crawlspace or an oversized 1990s condenser in the side yard struggles to visualize a clean modern heat pump install. AI Before/After renders the proposed install — tidy lineset routing, flush wall-mount indoor heads, a compact outdoor unit on a poly pad — as a photorealistic image on the existing property. A heat pump installation company showing the homeowner what they are buying closes at a dramatically higher rate than one handing over a spec sheet with a price on it. Contract Attachments keep every AHRI certificate, manufacturer rebate form, utility rebate paperwork, and 25C eligibility declaration bound to the proposal so nothing gets lost between the kitchen-table close and the install date.
The Short Version: QuoteIQ is the #1 CRM for heat pump installation companies in 2026 because it combines tiered Options Estimates for air-source, cold-climate hyper-heat, dual-fuel hybrid, and geothermal systems, satellite Manual J measurement via MapMeasure Pro, refrigerant and indoor-unit inventory tracking, per-install job costing, 25C and utility rebate pipeline management, 4K site documentation with QuoteIQ Cam, and AI-powered Before/After install previews — all from $29.99 per month, 66 to 92 percent less than Jobber, Housecall Pro, or ServiceTitan.
A heat pump installation company needs tools that handle Manual J load calcs, refrigerant compliance, tiered system pricing, rebate paperwork, and visual selling — not generic Jobber or Housecall Pro workflows retrofitted for the trade. Here are the twelve QuoteIQ features every heat pump installation operator uses daily.
Present air-source at $11,800, cold-climate hyper-heat at $16,400, dual-fuel hybrid at $14,900, and geothermal at $28,500 on one proposal. Homeowners pick the middle or premium tier 30 to 50 percent more often when they see the comparison.
Learn more →Outline the conditioned envelope across both floors, capture south-facing windows for solar gain, and feed preliminary Manual J load inputs from the driveway. Replaces $67–$255/mo GoiLawn subscriptions.
Learn more →Track R-410A, R-32, and A2L R-454B in pounds per tank, log indoor air handler SKUs by capacity and refrigerant type, and maintain stocking on line sets, disconnects, condensate pumps, and filter driers.
Learn more →A $16,400 hyper-heat install with $5,800 in equipment, $950 in copper and lineset, $320 in refrigerant, and 18 labor hours at $48 loaded cost shows a 54.6 percent margin before the truck leaves the driveway.
Learn more →Add a smart thermostat, a whole-home air purifier, or ductwork sealing mid-install and see real-time margin impact. A $680 IAQ bundle added during install lifts ticket by 4 percent and margin by 71 percent.
Learn more →Render the proposed heat pump installation — tidy lineset routing, flush wall-mount heads, compact outdoor unit on a poly pad — as a photorealistic image on the homeowner’s existing property. Close rates jump dramatically on visual selling.
Learn more →A ductless retrofit takes 1–2 days. A ducted air-source replacement takes 2–3 days. A geothermal ground-loop install runs 3–5 days plus well-drilling. Drag-and-drop scheduling blocks crews across multi-day jobs without double-booking.
Learn more →Document the existing condenser pad, electrical disconnect, line-set penetrations, refrigerant recovery compliance, new unit install, and final system pressure test in 4K with timestamps bound to the work order.
Learn more →Build Bronze, Silver, and Gold maintenance plans at $189, $289, and $389 per year. A 400-install backlog converting 35 percent to annual maintenance at $289 average equals $40,460 in recurring annual revenue.
Learn more →Tell Autopilot “create an estimate for a 3-ton cold-climate heat pump with variable-speed air handler and auxiliary heat strip at 1428 Oak Ridge” and Autopilot builds the quote, pulls the property measurement, and stages the rebate forms.
Learn more →AI answers every inbound call — the homeowner whose furnace quit at 2 a.m. during a cold snap, the real estate agent needing a system evaluation for a pending sale, the property manager requesting a rooftop quote. Nothing goes to voicemail.
Learn more →Track retrofit, planned-upgrade, new-construction, commercial, and 25C-rebate-pending pipelines separately. A 25C-pending pipeline keeps rebate paperwork moving so the homeowner’s $2,000 federal credit doesn’t slip past the December 31 deadline.
Learn more →Here is how a typical day looks for a heat pump installation company using QuoteIQ — from morning crew dispatch through a $16,400 hyper-heat close, a refrigerant-compliant install, a 25C rebate filing, and end-of-week analytics showing which system tier is driving the highest margin.
The EmployeeHub dashboard shows Crew A heading to a 3-ton ducted air-source retrofit in Highland Park (Day 2 of 3), Crew B loading for a ductless mini-split retrofit with three indoor heads, and the sales estimator heading to two in-home consultations. Inventory confirms 14 pounds of R-454B in the van, three 3-ton condensers in the shop, and the replacement variable-speed air handler that got backordered Friday arrived overnight. Route Optimization sequences crew stops to minimize drive time between the install, a warranty service call, and a material pickup at the supply house.
Crew A is mid-install on the Highland Park job. The lead tech documents refrigerant recovery of the legacy R-22 system with QuoteIQ Cam — tank weight before and after, recovery cylinder serial number, and EPA 608 compliance record bound to the work order. The new condensate pump, disconnect, and electrical whip all photograph into the customer file. GPS tracking confirms both crew members on-site the full shift. Meanwhile, the Virtual Call Team handles three inbound calls — a homeowner asking about a duct-to-ductless retrofit, a property manager wanting quotes on a four-unit townhome complex, and a real estate agent requesting a pre-sale system evaluation.
The estimator arrives at a 1988 split-level whose 80-percent gas furnace and 14-SEER condenser are both failing. From the driveway, MapMeasure Pro captures 2,140 square feet of conditioned envelope, 11 south-facing windows, and a northern exposure with limited solar gain. The Options Estimate presents four tiers on the tablet — air-source 2.5-ton at $11,800, cold-climate hyper-heat 3-ton at $16,400, dual-fuel hybrid with gas backup at $14,900, and a geothermal ground-loop system at $28,500. The AI Before/After shows the proposed exterior unit tucked neatly against the east wall with a tidy lineset whip. The homeowner signs via e-signature on the hyper-heat tier at $16,400. The IRS 25C Credit qualification form and AHRI certificate are auto-attached via Contract Attachments.
Back at the ductless retrofit in Ridgeview Heights, Crew B discovers the existing 200-amp panel has room for a dedicated circuit but the homeowner’s living-room indoor head position would look better with a 50-foot extended lineset. The tech pulls up Business Calculators on the app and adds the extended lineset package at $420 plus a smart thermostat upgrade at $285 plus a whole-home air purifier at $680. Total upsell: $1,385 added to a $14,200 base install — ticket lifts to $15,585 and aggregate margin increases 6.3 percent because the add-ons carry 68 to 78 percent margin individually. Homeowner signs the change order in 90 seconds.
Crew A wraps the Highland Park hyper-heat install. Job Costing logs the final numbers: $5,800 equipment, $950 copper and lineset, $320 R-454B refrigerant at charge completion, $240 electrical, $180 condensate pump and drain pan, and 22 labor hours across two techs at $48 loaded rate equals $1,056. Total cost: $8,546 on a $16,400 ticket. Margin: 47.9 percent. Review Multiplier fires 24 hours after final commissioning asking the homeowner for a Google review. Online Payments collects the balance via ACH and the 25C rebate paperwork packet queues for next-day filing.
The week closes with Business Analytics showing 9 installs completed, $118,400 in revenue, 46.3 percent aggregate margin, and 11 new Google reviews collected via Review Multiplier. Cold-climate hyper-heat tier accounts for 54 percent of closed revenue — the dashboard surfaces it as the highest-margin product mix. The Pipelines CRM shows 18 open retrofit opportunities totaling $271,000 in pending revenue, three new-construction builder leads, and seven homeowners in the 25C-pending stage awaiting rebate paperwork filing before year-end. Email automation sends fall tune-up reminders to 1,147 customers and the Saturday morning calendar fills itself.
That entire workflow — from refrigerant-compliant crew dispatch to a $16,400 hyper-heat close with visual selling to a 47.9 percent margin job cost audit to 25C rebate filing to $118,400 weekly revenue with 46.3 percent margin — runs on a single platform for every heat pump installation company. QuoteIQ. No HVAC spreadsheet. No CompanyCam subscription. No second phone line. One CRM for heat pump installation built by contractors, for a heat pump installation company that needs to close the high-ticket retrofit while the crew is still on the roof of the previous job.
“A healthy close rate in home service is between 40% and 60%. If you are closing more than 70% of your estimates, your prices are too low. The market is telling you there is more room and you are not taking it.”
— Mike Vidan, 20+ year home service business owner · Full insights →
Most field service CRMs were not built for a heat pump installation company. They are generic tools with missing native features that a heat pump installation operator has to bolt on via third-party integrations — each with its own subscription, login, and monthly fee. Here is how QuoteIQ compares to the three most common alternatives.
| Feature | QuoteIQ Pro | Jobber Grow | Housecall Pro MAX | ServiceTitan |
|---|---|---|---|---|
| Multi-Tier Options Pricing | ✅ Native | ⚠️ Beta (desktop only) | ✅ On MAX / Add-on | ⚠️ Pricebook Pro add-on |
| Satellite Property Measurement | ✅ MapMeasure Pro native | ❌ GoiLawn required ($67–$255/mo) | ❌ GoiLawn required ($67–$255/mo) | ⚠️ Limited native |
| Refrigerant & Unit Inventory | ✅ Native | ⚠️ Via Ply integration | ⚠️ Via Ply integration | ✅ Native |
| 4K Photo Documentation | ✅ QuoteIQ Cam native | ❌ CompanyCam required ($72–$149/mo) | ⚠️ Basic attach only | ✅ Native |
| Per-Install Job Costing | ✅ Native | ✅ Native | ✅ Native | ✅ Native |
| AI Before/After Photo Gen | ✅ Native | ❌ External tool (~$20/mo) | ❌ External tool (~$20/mo) | ❌ Not available |
| AI Natural Language CRM (35 tools) | ✅ AI Autopilot | ❌ Not available | ❌ Not available | ⚠️ Limited |
| Outbound + Inbound AI Calling | ✅ Virtual Call Team | ⚠️ Inbound only ($99/mo add-on) | ⚠️ HCP Assist custom pricing | ⚠️ Phones Pro add-on |
| Customer Self-Scheduling | ✅ InstaSchedule native | ❌ Online booking, not full self-schedule | ❌ Not available at any price | ✅ Native |
| Contract & Rebate Attachments | ✅ Native | ✅ Native | ✅ Native | ✅ Native |
| Multi-Day Install Scheduling | ✅ Native | ✅ Native | ✅ Native | ✅ Native |
| Review Automation | ✅ Review Multiplier native | ⚠️ Marketing Suite ($79/mo) | ⚠️ Campaigns add-on | ⚠️ Marketing Pro ($500+/mo) |
| Pipelines & Deals CRM | ✅ Native | ⚠️ Client hub only | ⚠️ Pipeline add-on | ✅ Native |
| Per-User Fees | ✅ None — flat plan pricing | ❌ $29/user after base allotment | ❌ $35/user after 8 | ❌ Per-technician pricing |
| Entry Monthly Price (Full Feature Match) | $149.99/mo (4 users) | $448+/mo | $750+/mo | $1,800+/mo |
The math for a heat pump installation company is straightforward. To match what QuoteIQ Pro delivers at $149.99 per month, a Jobber Grow operator would stack CompanyCam for photos, GoiLawn for satellite Manual J prep, and either Ply or a separate inventory tool — easily $448 per month before factoring in AI tooling that does not exist on Jobber. Housecall Pro MAX at $329 per month still needs GoiLawn, Beeline Routes for optimization, and ResponsiBid for self-quoting — true monthly cost $750 or more. ServiceTitan starts at $1,800 per month per technician, requires annual contracts with $5,000 to $20,000 early termination fees, and explicitly says it is not optimized for companies with three or fewer technicians. For the average heat pump installation company running two to eight crews, QuoteIQ Pro is the only platform priced for the business and built for the trade.
“The map measure pro function has made it very easy to close deals and accurately quote jobs.”
— Ashad siddiqui 123 · App Store · ★★★★★A heat pump installation company typically runs two distinct crew types and a dedicated sales estimator. QuoteIQ’s EmployeeHub assigns role-based permissions so each team member sees only what they need on the mobile app — job details, material pull lists, Cam upload prompts, and timestamped commissioning checklists. According to the ENERGY STAR Air-Source Heat Pump program, proper installation is the single largest determinant of real-world system efficiency — making crew accountability a revenue issue, not just an HR issue.
Two-person lead crew specializing in cold-climate hyper-heat and geothermal retrofits. Complex lineset routing, custom air handler fabrication, EPA 608 refrigerant recovery, and high-end IAQ integration. Tickets average $14,000 to $28,000. Use Time Tracker Pro for hour-accurate job costing. Use QuoteIQ Cam for 4K pre-install, mid-install, and final commissioning documentation. Use Team Communication for back-and-forth on unexpected panel or ductwork surprises.
Two-person crew running ductless mini-split retrofits, straight air-source replacements, and multi-head system installs. Higher job volume, lower per-job ticket — average $8,500 to $15,000. Use Route Optimization to sequence 2 to 3 installs per day when jobs are small. Use GPS location tracking to confirm crew arrival and departure timestamps against the scheduled window.
Runs all in-home consultations, handles Options Estimate presentations on the tablet, processes 25C federal rebate paperwork, files utility rebate applications, and manages builder and GC accounts. EmployeeHub Manager role grants access to Pipelines, customer files, pricing, and rebate-tracking pipelines but not to payroll or banking data. Uses Pipelines CRM to track every open proposal from Site Visit Scheduled through Rebate Filed.
A heat pump installation company with three revenue channels survives the shoulder seasons. A heat pump installation company with one channel lives or dies on emergency replacements. Here is how QuoteIQ supports all three.
Channel 1: Emergency & Planned Residential Retrofits. The dying-furnace emergency call and the planned fall upgrade are the core of any heat pump installation business. QuoteIQ Virtual Call Team captures every inbound lead 24/7. MapMeasure Pro enables same-day quoting from the driveway. Options Estimates close the middle or premium tier 30 to 50 percent more often. A two-crew operation running 9 installs per week at $14,200 average ticket equals $127,800 weekly revenue and approximately $6.6 million in annual installation revenue. Review Multiplier harvests 11 to 15 Google reviews per week building the reputation that wins the next round of retrofits.
Channel 2: Maintenance Plan Subscriptions. Every install becomes a recurring revenue annuity. Build Bronze, Silver, and Gold plans at $189, $289, and $389 per year. Invoice Subscriptions handles annual billing automatically. A four-year installed base of 960 systems converting 35 percent to annual plans at $289 average equals $97,104 in annual recurring revenue — plus priority-service loyalty that generates 40 to 55 percent of next-season replacement leads organically.
Channel 3: Builder, GC, and Property Manager Contracts. New-construction heat pump installations and multi-family retrofits are the growth channel. QuoteIQ Pipelines CRM tracks every builder relationship and the monthly volume they generate. A regional custom-home builder putting 48 heat pumps per year at $13,800 average install equals $662,400 in annual revenue from a single builder contract. Add two mid-size property management companies with townhome and multi-family portfolios at $180,000 combined annual volume each, and the commercial pipeline alone backstops any residential shoulder-season dip.
A heat pump installation company using a generic CRM stacks four to six separate tools to cover the trade. A heat pump installation company using QuoteIQ gets every tool native in one login at one flat plan price — with no per-user fees.
Plus AI Autopilot, AI Estimator, AI Before/After, AI Text Generator, Pipelines & Deals, InstaQuote, InstaSchedule, ClientHub, EmployeeHub, Time Tracker Pro, GPS Tracking, Team Communication, Contract Attachments, E-Signatures, Route Optimization, Route Density Zones, Inspection Forms, Email & Text Automation, Mass Campaigns, Business Analytics, Sales Tracker, Expense Tracking, Invoice Subscriptions, Business Calculators, Property Street View, Zillow Quick Access, Google Calendar Sync, AI Website Builder, and QuickBooks Online sync — all in one platform for every heat pump installation company.
Every CRM for heat pump installation pricing comparison should start with the same five numbers. Five plans. Flat monthly pricing. No per-user fees. No contracts. 14-day free trial on every plan. Every plan from Essentials through Max includes AI features and unlimited customers. Here is the full pricing line-up.
Solo heat pump installer. Quoting, scheduling, invoicing, basic inventory.
Plan details →Owner plus one tech. Adds Options Estimates and MapMeasure Pro.
Plan details →Two-crew operation. Full Job Costing, Pipelines, AI Autopilot, QuickBooks sync.
Plan details →Multi-crew growth. Adds Virtual Call Team, InstaSchedule, Route Optimization.
Plan details →Enterprise heat pump installation. Unlimited users. All premium AI. Priority support.
Plan details →All plans include a 14-day free trial. No contracts. Cancel anytime.
A heat pump installation company comparing QuoteIQ Pro at $149.99 per month against Jobber Grow plus CompanyCam plus GoiLawn at $448 or more per month saves approximately $3,576 annually — or enough to cover the loaded labor cost of an additional 74 install-hours per year. A heat pump installation company comparing against Housecall Pro MAX plus required add-ons at $750 or more per month saves approximately $7,200 annually. And a heat pump installation company comparing against ServiceTitan at $1,800 or more per month saves approximately $19,800 annually — plus skips the 12-month contract lock-in and the $5,000 to $20,000 early termination fee.
QuoteIQ is not the cheapest field service CRM on the market — Markate owner-operator plans start lower. But Markate cannot scale: no satellite measurement, no route optimization, no customer self-scheduling, no inventory management, no AI Before/After, no built-in Virtual Call Team. A heat pump installation company that plans to grow past two technicians needs a platform that grows with it. QuoteIQ Pro at $149.99 per month is the sweet spot — enough for a two-to-four-crew operation, priced below everything else in its feature class.
QuoteIQ is the best CRM for heat pump installation company owners in 2026 because the CRM for heat pump installation operators need has to natively handle tiered Options Estimates for air-source, cold-climate hyper-heat, dual-fuel, and geothermal tiers, satellite Manual J envelope measurement via MapMeasure Pro, refrigerant inventory for R-410A, R-32, and R-454B, per-install job costing, 25C federal rebate pipelines, AI Before/After install previews, and 4K QuoteIQ Cam documentation — all at $149.99 per month for four users, no per-user fees.
Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime. Every feature — including AI Autopilot, MapMeasure Pro, Virtual Call Team, and QuoteIQ Cam — is accessible during the trial so a heat pump installation company can build its first Options Estimate proposal and run a real Manual J measurement on day one.
QuoteIQ Pro at $149.99 per month is the recommended plan for a two-crew heat pump installation operation. It includes four user seats, unlimited customers, Options Estimates, MapMeasure Pro, QuoteIQ Cam, Pipelines CRM, Job Costing, AI Autopilot, and QuickBooks Online sync. No per-user fees. No mandatory add-ons.
Yes. QuoteIQ Options Estimates are the native tiered-pricing engine designed for exactly this. A heat pump installation company builds a single proposal showing air-source at $11,800, cold-climate hyper-heat at $16,400, dual-fuel hybrid at $14,900, and geothermal ground-loop at $28,500. Homeowners pick the tier they want with one tap and sign via e-signature.
Yes. QuoteIQ Inventory Tracking logs R-410A, R-32, and R-454B in pounds per tank, tracks recovery cylinder serial numbers, and binds refrigerant-handling records to each work order. When a heat pump installation company faces an EPA 608 audit, the documentation is attached to the job rather than scattered across technician phone cameras.
QuoteIQ’s MapMeasure Pro captures the conditioned envelope square footage, window exposures, roof pitch, and shading indicators via satellite imagery — feeding preliminary Manual J inputs before the in-home consultation even starts. For formal Manual J certification, a heat pump installation company exports the envelope data to ACCA-approved calculation tools while keeping the site-visit-ready preliminary sizing on-platform.
Yes. QuoteIQ Contract Attachments bind the AHRI certificate, manufacturer product identification, homeowner 25C eligibility declaration, and utility rebate paperwork to each proposal. Pipelines CRM has a dedicated 25C-pending stage so no rebate packet slips past the December 31 filing deadline for a heat pump installation company’s customers.
For small-to-mid heat pump installation operations, yes. ServiceTitan starts at approximately $1,800 per month per technician, requires 12-month annual contracts with $5,000 to $20,000 early termination fees, and has publicly stated its platform is not optimized for companies with three or fewer technicians. QuoteIQ Pro at $149.99 per month covers the same core workflows for a fraction of the cost with no contracts.
Yes. QuoteIQ Scheduling handles multi-day blocks natively. A ductless retrofit taking 1 to 2 days, a ducted air-source replacement taking 2 to 3 days, and a geothermal ground-loop install taking 3 to 5 days plus well-drilling all schedule as single multi-day jobs — preventing double-booking and giving the crew continuity.
Yes. QuoteIQ syncs with QuickBooks Online on the Elite plan and above. Every invoice, payment, and expense flows automatically between QuoteIQ and QuickBooks so the heat pump installation company’s books stay reconciled without manual data re-entry. Note that QuoteIQ supports QuickBooks Online only — not QuickBooks Desktop.
“InstaQuote and InstaSchedule are a game changer for any business that is serious about scaling to the next level!”
— Mavidan · App Store · 5★“QuoteIQ provides a comprehensive platform for managing home services, from leads to completed jobs seamlessly.”
— hite annette · App Store · 5★“From quoting to scheduling to measuring—every tool my service business needs.”
— Echevarria Roney · App Store · 5★Every tool the ultimate CRM for heat pump installation delivers — tiered Options Estimates, satellite Manual J measurement, refrigerant inventory, AI Before/After, Virtual Call Team, Pipelines CRM, and 4K QuoteIQ Cam documentation — in one platform for a fraction of what Jobber, Housecall Pro, or ServiceTitan would cost to match.
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