Following February’s blockbuster release, QuoteIQ’s April 2026 update delivers the features contractors have been asking for most — Materials on estimates, sub-items and line item breakdowns, AI CoPilot inside estimate creation, draft mode with autosave, inventory upgrades, ClientHub phone routing, customer portal galleries, and dozens of UI refinements across the platform.
QuoteIQ’s April 2026 update introduces Materials on estimates and invoices (Public Beta), AI CoPilot inside estimate and invoice creation, draft mode with autosave, and major inventory system upgrades. Every feature ships free to active subscribers across all five plans — Essentials ($29.99) through Max ($699). Unlike Jobber or Housecall Pro, QuoteIQ bundles AI features and software updates into every tier — no per-feature upsells. According to IBISWorld’s field service software market data, release cadence is a leading indicator of vendor commitment, and QuoteIQ continues to ship major updates every 6–8 weeks.
TL;DR: QuoteIQ’s April 2026 update adds Materials on estimates and invoices (Public Beta) with sub-items and line item hierarchy, introduces AI CoPilot inside the estimate and invoice creation screens, enables draft mode with autosave so work is never lost to a dead battery or closed app, upgrades the inventory system with cost/price/margin visibility and automatic stock deduction on job completion, adds call routing and forwarding to the ClientHub business phone line, expands the customer portal with photo galleries and shareable job links, refreshes recurring job scheduling, ships markup tools for faster pricing, and delivers dozens of UI and dashboard improvements. Every feature is included at no additional cost on every plan, and all plans include a 14-day free trial. Industry analysts like Software Advice have ranked field service CRM release cadence as a top contractor retention factor — QuoteIQ’s continued update velocity reflects that standard.
See Materials, AI CoPilot, draft mode, inventory upgrades, and everything else in the April 2026 release in action — recorded by QuoteIQ Co-Founder Justin Rogers.
The biggest group of changes in this update lives inside estimate and invoice creation. If you build quotes every day, this is where you’ll feel the update most.
Estimates and invoices now have a dedicated Materials section alongside your existing Services section. Each material entry includes a name, an optional description, quantity, unit type, and unit cost — with the total auto-calculated as you type.
This separation matters for contractors who want to show customers a clean breakdown of labor versus materials, and for internal costing when you need to track what you spent on a job versus what you charged. Materials also plug into the refreshed Inventory system (more on that below), so stock automatically deducts when the job is completed.
What “Public Beta” means: Materials is fully usable today, but QuoteIQ is actively shipping improvements to it. Expect enhancements in the weeks ahead — and feel free to send feedback through the in-app Suggest Feature button.
Line items on estimates now support a parent-child hierarchy. You can add sub-items beneath a parent service — for example, a “Deck Restoration” parent with sub-items for “Power Washing,” “Sanding,” “Stain Application,” and “Sealing.” Each sub-item can carry its own pricing and description, so customers see exactly what goes into the headline service line.
This solves a recurring pain point for contractors who were previously either lumping everything into one line (losing detail) or creating separate top-level services (losing the category grouping). Per BLS construction industry data, detailed quote presentation is one of the top conversion factors in home service sales.
Estimates can now be saved as drafts before they’re finalized or sent. There are two layers to how this works:
For anyone who’s ever lost 15 minutes of work to a dead battery in a driveway, this one’s for you.
New markup tools let you apply pricing adjustments across your estimate with a single action. You can mark up all services and materials at once using the “Mark Up All” control in the Billing Information section, or apply a markup to individual line items for more surgical pricing changes. This is especially useful for handling supply cost fluctuations, rush jobs, or standardized contractor margins.
The estimate editing experience has been rebuilt for speed. Updates now happen inline without full-screen navigation, layouts are tighter, and the overall feel is snappier. You can also attach images directly to services and invoices — useful for showing customers what they’re paying for. And the PDFs QuoteIQ generates have been refreshed with cleaner layouts, easier-to-read item breakdowns, and material summaries alongside service lines.
This release introduces AI CoPilot — a new AI assistant that lives directly inside the estimate and invoice creation screens. Think of it as a chat box built into the document you’re working on, where you can type or speak prompts to modify the estimate in real time.
When you open CoPilot on an estimate, you see a sidebar with quick-action cards for the most common requests:
CoPilot drops new service lines into your estimate based on a short description — lawn care, cleaning, whatever.
Apply a percentage or flat-dollar discount without navigating away from the edit screen.
Update the tax percentage on the fly — useful for jobs crossing tax jurisdictions or applying exemptions.
Draft a professional note to attach — CoPilot writes it based on the context of what you’re quoting.
Require an upfront payment and set the deposit amount directly from the CoPilot sidebar.
Flag a service as optional so the customer can choose whether to add it when they accept the estimate.
Beyond the quick actions, the CoPilot chat box accepts free-form prompts — type or speak anything, and CoPilot will interpret it in the context of the estimate you’re editing. There’s also an Auto Accept / Review toggle so you can decide whether changes apply immediately or require your approval.
If you’re already using AI Autopilot, here’s how CoPilot is different:
Both run on the same IQ Credits system, and both are available on every plan. For context on how IQ Credits work, see our February 2026 update walkthrough, which covered the launch of AI Autopilot and the Virtual Call Team.
Every AI-powered action in QuoteIQ now shows you the IQ Credit cost before the action runs. Whether you’re using CoPilot to add services, generating a Before & After image, or running an AI Estimate, you see exactly how many credits the operation will consume and confirm before spending. No more surprise credit draws.
Inventory Management has been part of QuoteIQ for a while, but this update brings it to the next level — and ties it tightly to the new Materials feature on estimates.
Each inventory product now surfaces three key numbers at a glance: your cost to acquire it, the price you charge customers, and the resulting margin. No more opening each product to calculate profitability in your head — the margin column is right there in the product list.
When you add a material to an estimate or invoice, you can link it to an inventory product. Pricing and cost pull from your inventory record automatically, so you’re never quoting outdated numbers.
When a job is marked complete, QuoteIQ now automatically deducts the materials used from your inventory stock levels. This eliminates the manual reconciliation step that most contractors skip entirely, keeping stock counts accurate without adding paperwork.
A new analytics layer shows inventory value tracking, usage breakdowns, and category-level views. The product management screen has also been refreshed with filters, sorting, and a mobile-optimized layout so you can manage stock from the field just as easily as from the office.
The calendar now has an Employees and Crews filter. Open the filter panel, search or scroll through your team, check the boxes next to the people you want to see, and the calendar instantly narrows to show only jobs assigned to those employees or crews. This is especially useful for office managers running multiple teams — you can view a single tech’s week, a specific crew’s month, or any combination in between.
Along with the filter, the calendar has refined day, week, and month views. Each view is tuned to surface the level of detail appropriate for the timeframe — month for planning, week for coordination, day for execution.
Recurring job configuration is a lot more flexible in this update, with better handling of exceptions, reschedules, and one-off changes to series. Route optimization continues to improve for day-to-day job planning, and performance on high-density schedules (hundreds of jobs) has been specifically tuned.
The ClientHub business phone line now supports call routing and forwarding. You can configure where incoming calls go — to specific team members, external numbers, or the Virtual Call Team — based on the rules that fit how your business operates. Combined with the Virtual Call Team, this gives you full control over how incoming customer calls are handled.
Two major additions to the customer portal in this update:
Messaging inside ClientHub got smarter organization and new tools for managing conversation volume. Threads are easier to find, action tools are more accessible. Contact and customer detail views have also been cleaned up.
AI suggestions are more accurate and outputs more consistent across the platform. The automation system — which powers scheduled actions and follow-ups — has been overhauled for reliability. Delayed and scheduled automations now execute more dependably, which matters if you rely on automations for quote follow-ups, review requests, or payment reminders.
Across the app, multiple screens got visual refreshes. Dark mode coverage has expanded to more screens. Mobile filtering, sorting, and navigation have been rebuilt for one-hand use in the field. Common workflows — creating an estimate, generating an invoice, logging time — have fewer clicks and less visual clutter.
A substantial batch of fixes also ships in this update: incorrect totals and edge-case pricing calculations on estimates and invoices resolved, crashes and slow loading on high-data screens addressed, recurring schedule stability improved, filters and dropdowns tightened, file handling for images and PDFs smoothed out, and general performance improvements for faster load times app-wide.
Every feature in this update is included on all five plans at no additional cost. Annual billing saves two months. See the full pricing comparison.
The QuoteIQ April 2026 update introduces Materials on estimates and invoices (Public Beta), sub-items and detailed line item breakdowns, draft mode with autosave, AI CoPilot inside estimate and invoice creation, IQ Credit cost previews before AI actions, inventory tracking enhancements with cost/price/margin visibility, auto-deduction of inventory on job completion, ClientHub phone call routing and forwarding, customer portal photo galleries, shareable job links, new calendar views with employee filtering, improved recurring jobs, dark mode upgrades, and dozens of UI redesigns across the platform. Every feature is included free on all five plans from $29.99 to $699/month. Credit or debit card is required to start the 14-day free trial.
AI CoPilot is a chat-based AI assistant that lives directly inside the estimate and invoice creation screens. You can type or speak prompts to modify the document you’re working on — add services, set discounts, change tax rates, draft client messages, add deposits, and mark items as additional. It’s scoped to the document you’re editing. AI Autopilot, by contrast, is a standalone chat interface that controls your entire CRM — creating estimates from scratch, scheduling jobs, sending texts, pulling dashboard data, and more. Both features run on IQ Credits and are available on every QuoteIQ plan. Competing platforms like Housecall Pro and Jobber currently charge extra for comparable AI tools.
Yes. The April 2026 update introduces a dedicated Materials section on estimates and invoices (Public Beta). Each material includes a name, optional description, quantity, unit type, unit cost, and an auto-calculated total. Materials can be linked to products in your Inventory so costs stay accurate and stock automatically deducts when the job is completed. This puts QuoteIQ on par with dedicated estimating tools while maintaining a single flat monthly price — no per-feature upsells common with enterprise-focused platforms.
Draft mode lets you save an estimate before it’s finalized or sent. It works two ways: manual drafts (save a completed-but-unsent estimate to come back to later) and autosave (QuoteIQ continuously saves your in-progress estimate in the background, so if your app closes, your phone dies, or something gets accidentally deleted, your progress is preserved). For contractors building estimates on-site, this addresses one of the most-requested features in Software Advice’s field service software review aggregation.
Inventory Management is an existing QuoteIQ module that received major enhancements in the April 2026 update. Products now show cost, price, and margin visibility at a glance. Materials added to estimates and invoices can be linked directly to inventory items so pricing stays accurate. When a job is marked complete, QuoteIQ automatically deducts the corresponding inventory. New analytics include inventory value tracking and category breakdowns, and the product management screen adds filters, sorting, and a mobile-friendly layout. This covers the full stock lifecycle that IBISWorld’s field service software analysis identifies as a growth area for contractor software.
Yes. The April 2026 update adds an Employees and Crews filter to the calendar. Open the filter panel, search or scroll through your team, and check the boxes for the employees or crews you want visible. The calendar then shows only jobs assigned to those people. This makes it easy to view a single tech’s day, a crew’s week, or a specific team’s month without visual clutter. Combined with route optimization and EmployeeHub, this gives multi-crew operations the visibility they need to run efficiently.
The customer portal received two major additions in the April 2026 update. First, customer-facing photo galleries let customers view before-and-after photos of their jobs directly in the portal. Second, shareable job links let you send a customer a direct link to a specific job or piece of job documentation without requiring them to log in or navigate through menus. These build on the existing ClientHub communication features and the Review Multiplier — making it easier for happy customers to see their completed work and share it.
The April 2026 update adds call routing and forwarding to the ClientHub business phone line. You can configure where calls go based on time of day, caller, or availability, and forward calls to specific team members or external numbers. Combined with QuoteIQ’s existing Virtual Call Team, this gives you full control over how incoming customer calls are handled — 24/7. According to BrightLocal’s local consumer research, response speed is the #1 factor in whether a consumer chooses one service business over another.
No. All QuoteIQ software updates are included with your subscription at no additional cost. The April 2026 update — including Materials, AI CoPilot, draft mode, inventory upgrades, ClientHub phone upgrades, customer portal additions, and all other new features — is automatically available to every active subscriber on any plan. Compare this to ServiceTitan, which frequently charges additional fees for new module access.
QuoteIQ offers five plans: Essentials at $29.99/month (1 user), Beginner at $74.99/month (2 users), Pro at $149.99/month (4 users), Elite at $299/month (7 users), and Max at $699/month (unlimited users). Every plan includes AI features and a monthly IQ Credit allocation — 500, 1,500, 3,000, 5,000, and 8,000 credits respectively. Annual billing saves two months (pay for 10, get 12). All plans include a 14-day free trial. A credit or debit card is required to start. See the full breakdown on the QuoteIQ pricing page.
Start a 14-day free trial on any plan and get hands-on with Materials, AI CoPilot, draft mode, and every other feature in this release. No contracts. Cancel anytime. Credit or debit card required to start.
“Job tracking, payments, and client management all in one clean, easy-to-use system.”
“From quotes to invoices, QuoteIQ covers everything my home service cọmpany needs for growth.”
“Best CRM out there this app will make you so much money and offers everything in one app absolutely amazing!!!!”
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.
