Built for tune-up routes, recurring service agreements, refrigerant logs, capacitor and contactor upsells, and the maintenance plan renewals that drive 40–60% of an HVAC company’s annual revenue.
QuoteIQ is the #1 CRM for HVAC maintenance companies in 2026. If you run a tune-up and service-agreement operation — spring AC checks, fall furnace inspections, year-round preventive maintenance contracts, indoor air quality renewals, and the emergency capacitor and blower motor swaps that turn a $189 maintenance call into a $640 same-day repair — you need a platform built for the workflows generic field service software was never designed to handle. QuoteIQ ships every tool a maintenance-focused HVAC operation needs in one app, starting at $29.99 per month.
A maintenance-driven HVAC business is fundamentally different from an install-and-replace shop. Your revenue isn’t a single $9,400 system installation — it’s 800 active maintenance plans paying $24 to $32 per month, generating predictable monthly recurring revenue plus the priority service add-ons, repair upsells, and replacement-system referrals those agreements unlock. The U.S. Department of Energy and ENERGY STAR both publish guidance recommending homeowners service their cooling and heating equipment annually, and the contractors capturing that recurring spend are the ones running organized maintenance plan renewal automation — not the ones leaving renewals on sticky notes.
QuoteIQ is the CRM for HVAC maintenance companies that natively handles every part of that workflow. Tiered Options Estimates let your tech present Basic Tune-Up at $129, Premium Tune-Up with capacitor test and condenser coil rinse at $189, and Comprehensive Service with full evaporator coil cleaning, drain line treatment, and one pound of refrigerant included at $329 — three tiers on one screen, customer picks one, average ticket lifts 35–55%. Inventory tracking manages capacitors by microfarad rating, contactors by amp draw, blower motor capacitors, condenser fan motors, ECM modules, MERV-13 filters in every common size, UV bulbs, dehumidifier filters, R-410A and R-454B refrigerant cylinders, and the dozens of small parts a maintenance truck burns through every week. Low-stock alerts fire before the truck rolls so the tech doesn’t arrive at a no-cool call missing the exact 45/5 dual-run capacitor the unit needs.
Recurring scheduling automates the spring tune-up dispatch, fall furnace inspection wave, mid-summer drain pan checks, and quarterly commercial RTU rounds without anyone in the office manually rebooking 600 customers every season. Invoice Subscriptions handle recurring monthly maintenance plan billing — Basic Plan $24.99/month, Comfort Plan $32.99/month, Total Care Plan $44.99/month — with auto-renewal, ACH and card payments, and failed-payment retry logic so the business owner never chases a customer for $32. Per-call job costing reveals that a $189 spring tune-up costs $42 in tech labor plus $4 in capacitor test gas plus $11 in coil cleaner plus $14 windshield time, leaving $118 contribution at 62% margin — and the contractors who see those numbers per job are the ones who systematically reprice unprofitable maintenance plans.
QuoteIQ Cam captures 4K timestamped photos of every refrigerant gauge reading, capacitor microfarad reading, condensate drain pan condition, evaporator coil starting condition, and the after-cleaning photo that justifies the $329 comprehensive tier. Those photos protect the company from “the tech didn’t actually clean anything” disputes that cost real revenue when ignored, and they feed the Review Multiplier follow-up that asks the homeowner for a Google review the moment the invoice clears. Co-founders Mike Vidan and Justin Rogers built QuoteIQ as 20+ year service business operators who run their own home service companies — the platform has 4.7 stars across 4,100+ reviews on the App Store, Google Play, and Google because it solves problems contractors actually have, not problems software designers imagined contractors had.
AI Before/After photo generation shows a homeowner what a properly cleaned condenser coil and rinsed evaporator looks like before the tech ever drains the system — visual proof that moves customers from the $129 basic tier to the $329 comprehensive tier on roughly one in three calls. Contract attachments bind the maintenance plan agreement, the manufacturer warranty registration, the AHRI certificate of equipment matching, and the homeowner-signed scope of work to every estimate so there’s never a question about what was promised six months later when the customer calls about a refrigerant charge they think should have been included.
The Short Version: QuoteIQ is the #1 CRM for HVAC maintenance companies in 2026 because it combines tiered tune-up Options Estimates, recurring maintenance plan billing via Invoice Subscriptions, capacitor and refrigerant inventory tracking, per-call job costing, AI Before/After visual selling, and 24/7 Virtual Call Team answering — all starting at $29.99/month versus $448+ for Jobber, $750+ for Housecall Pro, and $1,800+ for ServiceTitan. The Pro plan at $149.99/month is the recommended tier for a 2–4-truck maintenance operation and replaces the 3–5 separate tools most HVAC service companies stitch together today.
Every CRM claims to work for contractors, but QuoteIQ is the only platform built with the specific features an HVAC maintenance operation needs to grow recurring revenue, control truck stock, document every refrigerant pound, and convert tune-up calls into same-day repair revenue. Per-tier tune-up pricing, recurring maintenance plan billing, refrigerant and parts inventory, and per-call job costing are just the beginning. Here are the 12 features that make QuoteIQ the best CRM for HVAC maintenance companies in 2026.
Present Basic Tune-Up at $129, Premium with capacitor test and coil rinse at $189, and Comprehensive with evaporator cleaning plus one pound of refrigerant at $329 — all on one screen. Average tickets lift 35–55% versus single-line quotes.
Learn more →Pre-scope every multi-zone home and small-commercial rooftop from satellite before the truck rolls. Identify roof access, condenser pad locations, and equipment count so a quoted tune-up never undershoots the actual scope.
Learn more →Track capacitors by microfarad rating, contactors by amp rating, blower motors by HP, ECM modules, MERV filters by size, UV bulbs, R-410A and R-454B cylinders, and refrigerant scales — across warehouse and every truck. Low-stock alerts before the route loads.
Learn more →See real margin on every tune-up, repair, and maintenance plan call. A $189 premium tune-up that costs $42 labor plus $11 coil cleaner plus $14 drive equals $118 contribution at 62% margin — and the unprofitable plans become visible immediately.
Learn more →Tech finds a 35/5 capacitor reading 22 microfarads on a tune-up. With one tap they generate a $389 capacitor-replace estimate, e-sign on the iPad, and roll the work into the same visit. Tune-up calls convert to repair revenue 35–45% of the time when upsell flow is one screen, not three apps.
Learn more →Show a homeowner what a fully cleaned condenser coil and rinsed evaporator look like before any work starts. The visual moves customers from the $129 basic tier to the $329 comprehensive tier on roughly one in three calls.
Learn more →Spring AC tune-ups, fall furnace inspections, mid-summer drain pan checks, and quarterly commercial RTU rounds auto-dispatch each season. The office never manually rebooks 600 customers — the calendar fills itself from the agreement database.
Learn more →4K timestamped photos of refrigerant gauge readings, capacitor microfarad readouts, drain pan condition, and the after-cleaning condenser. Compliance documentation for EPA Section 608 refrigerant tracking and dispute protection in one workflow.
Learn more →Bundle two tune-ups plus 15% off repairs plus priority dispatch into a Comfort Plan at $24.99/month, or a Total Care Plan at $44.99/month with two tune-ups, free filter changes quarterly, and 20% off repairs. Customers choose; recurring revenue compounds.
Learn more →Tell Autopilot, “Send the spring tune-up sequence to every Comfort Plan customer in zip codes 30075 through 30097 and book against my Tuesday and Wednesday calendar.” 35 integrated tools, voice or text, executed in seconds.
Learn more →Homeowner calls at 9pm with a no-cool emergency. AI answers, qualifies the equipment age, captures address, identifies the maintenance plan tier, and texts the on-call tech in under 60 seconds — never a missed emergency call again.
Learn more →Maintenance customers eventually need a new system. Track every aging unit, document every R-22 refrigerant top-off, flag every 12+ year old condenser, and route those leads into a Replacement Pipeline that converts at 40–55%.
Learn more →Here’s how a typical day looks for a 4-truck HVAC maintenance company using QuoteIQ. Spring tune-up season is in full swing. The shop has 612 active maintenance plan customers paying recurring monthly subscriptions, plus a steady flow of one-off tune-up bookings from InstaSchedule and inbound calls. Every step below uses native QuoteIQ functionality — no CompanyCam, no Beeline Routes, no separate inventory app, no second phone line.
The owner opens Route Optimization on the iPad. Today’s tune-up route shows 24 stops across 4 trucks, optimized by drive time and zip-code density. Truck 1 has 7 spring AC tune-ups in zip code 30075 — densest cluster of the day. Truck 2 has 6 tune-ups plus a Total Care Plan upgrade consultation at 11:00 AM. EmployeeHub shows all 4 techs clocked in, with GPS tracking active on every phone. The dispatcher pushes routes to each tech’s phone with one tap.
Truck stock check: Inventory tracking flagged Truck 3 at 1 capacitor remaining for 35/5 dual-run units — the most common spring failure. The dispatcher pulls 6 from warehouse stock, plus 4 contactors, 12 universal capacitors covering the 30/5 through 60/5 range, two ECM modules, six pounds of R-410A in 25-pound cylinders, and a fresh box of MERV-13 filters before any truck rolls.
Tech 2 arrives at the second tune-up of the morning — a Comfort Plan customer paying $32.99/month. Customer pulls up a chair on the front porch. Tech opens the customer profile in QuoteIQ, sees the equipment record (Carrier 24ABC6 condenser, 8 years old, R-410A, 3-ton), reviews last spring’s notes about the slightly low capacitor reading, and walks to the condenser.
Capacitor test: 35/5 microfarad rated, reading 28/4. QuoteIQ Cam captures the multimeter readout. Tech opens Options Estimates on the iPad, generates a $389 same-day capacitor replacement (with the included 90-day warranty on the part) — three taps, customer e-signs the estimate, work order rolls into the existing visit. Replacement is 12 minutes. Total ticket: $32.99 plan visit (covered by subscription) plus $389 capacitor work — 62% margin on the upsell.
A Comfort Plan customer requested a consultation about upgrading to Total Care. The tech pulls into the driveway and opens the customer profile — 4 maintenance visits over 3 years, 2 service calls, current average annual spend of $462. The tech walks through the home with the iPad and uses AI Before/After to show the homeowner what their dirty evaporator coil looks like cleaned, what their UV-light upgrade would look like installed, and what a properly sealed return air duct looks like.
Package Estimates presents three plans on screen: Basic Plan $24.99/month (two tune-ups, 10% off repairs), Comfort Plan $32.99/month (two tune-ups, capacitor and contactor included, 15% off repairs, priority scheduling), Total Care Plan $44.99/month (two tune-ups, capacitor and contactor included, free quarterly filter change, UV bulb replacement annually, 20% off repairs, no after-hours fees). Homeowner picks Total Care. E-signature on the iPad. Invoice Subscriptions auto-bills $44.99/month from the existing card on file. The MRR delta is 36% on this single customer.
Truck 4 is on a comprehensive tune-up that includes one pound of R-410A. The tech weighs the cylinder before the charge, captures the photo, recovers existing refrigerant per EPA Section 608 requirements, weighs the cylinder again after the charge, captures the second photo. Inspection Forms log the refrigerant entered, the EPA technician number, the equipment serial, and the customer signature acknowledging the work. The complete refrigerant chain of custody is bound to the customer record forever.
A representative from the Air Conditioning Contractors of America (ACCA) confirms in trade publications that the contractors who systematize refrigerant documentation are the ones who win audits, retain technician licenses, and can defend their pricing in front of any customer who questions it. QuoteIQ Cam plus Inspection Forms makes that documentation a 90-second part of the visit instead of a separate paperwork burden.
Tech 1 is on a tune-up for a 14-year-old Goodman condenser. The customer has had three R-22 top-offs in the past 18 months and the compressor amp draw is climbing into the high end of nameplate range. The tech opens Pipelines CRM and creates a Replacement Pipeline lead — equipment age 14 years, refrigerant R-22 (no longer manufactured), three repair calls in 18 months, expected replacement window 6–12 months. The lead is tagged with the customer’s existing maintenance plan tier and routed to the in-house comfort advisor.
An HVAC company running QuoteIQ converts these aging-equipment leads at 40–55% versus the 8–12% close rate when the owner tries to remember which customers are “due for replacement” from memory. A 4-truck operation generating 15 replacement leads per month at a 45% close rate and a $9,400 average ticket equals $63,450/month or $761,400/year of replacement revenue from existing maintenance customers — separate from the recurring plan revenue and the same-day repair upsells.
Review Multiplier auto-fires Google review request texts to every customer who paid an invoice today — 23 invoices closed, 19 review requests sent, 14 five-star reviews posted within 48 hours. Business Analytics shows the daily scoreboard: 24 tune-ups completed, 9 same-day repair upsells closed, 3 maintenance plan upgrades signed, $4,847 same-day revenue, 58% gross margin, average ticket $202. Pipelines CRM shows 11 active replacement leads in the consultation stage, 4 in the proposal stage, 2 in the contracts-out stage, expected close value $73,000.
Sales Tracker shows the team standings — Tech 2 closed 5 upsells today (top performer), Tech 1 closed 2, Tech 3 closed 1, Tech 4 closed 1. The owner sees in 90 seconds where the next sales-coaching session needs to focus, and which tech is ready to be promoted to comfort advisor. No HVAC maintenance spreadsheet. No CompanyCam subscription. No second phone line. No Beeline Routes monthly fee. One CRM built for HVAC maintenance contractors, by operators who actually run service businesses.
Every part of that workflow — Options Estimates for tune-up tiers, MapMeasure Pro for route planning, Inventory tracking for capacitors and refrigerant, QuoteIQ Cam for compliance documentation, AI Before/After for visual selling, Recurring Scheduling for plan auto-dispatch, Invoice Subscriptions for monthly recurring revenue, Pipelines CRM for replacement-system leads, Review Multiplier for Google review automation, EmployeeHub for crew GPS, Virtual Call Team for after-hours emergencies — is built into QuoteIQ and included in your plan. No CompanyCam at $217/month for 5 users. No Beeline Routes at $115/month. No ResponsiBid at $225/month plus $800 setup. No Ply at $13.49/user/month. No second phone line. One subscription, one login, one unified workflow that any HVAC maintenance contractor can deploy in a single weekend.
“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, serial entrepreneur & co-founder of QuoteIQ · Full insights →
Before any HVAC maintenance company commits to a CRM, it needs to compare the real total cost of ownership — not the published headline price, but the price after every required add-on, integration, and per-user fee that maintenance-focused operations actually need. The table below compares QuoteIQ Pro at $149.99/month against Jobber Plus, Housecall Pro MAX, and ServiceTitan based on the verified competitor data published as of April 2026.
| Feature | QuoteIQ Pro | Jobber Plus | Housecall Pro MAX | ServiceTitan |
|---|---|---|---|---|
| Tiered Tune-Up Options Pricing | ✅ Included | ⚠️ Beta, desktop only | ⚠️ Sales Proposal Tool | ⚠️ Pricebook Pro add-on |
| Recurring Maintenance Plan Billing | ✅ Invoice Subscriptions | ⚠️ Basic recurring | ⚠️ Recurring Service Plans | ✅ Native |
| Satellite Property Pre-Scoping | ✅ Included | ❌ Not available | ⚠️ GoiLawn $67–$255/mo | ❌ Not available |
| Refrigerant & Parts Inventory | ✅ Included | ⚠️ Ply $13.49/user/mo | ⚠️ Ply $13.49/user/mo | ✅ Native |
| Per-Call Job Costing | ✅ Included | ⚠️ Higher tier required | ✅ MAX | ✅ Native |
| 4K Photo Documentation (Built-In) | ✅ QuoteIQ Cam | ⚠️ CompanyCam $72+/mo | ⚠️ CompanyCam $72+/mo | ⚠️ Add-on |
| AI Before/After Photo Generator | ✅ All plans | ❌ Not available | ❌ No integration | ❌ Not available |
| Route Optimization | ✅ Included | ✅ Grow and above | ⚠️ Beeline $65+/mo | ✅ Native |
| Live GPS Tracking (No Per-Vehicle Fee) | ✅ Included | ⚠️ FleetSharp $29+/vehicle | ⚠️ $20/vehicle dashcam | ✅ Included |
| 24/7 AI Call Answering (In + Out) | ✅ Virtual Call Team | ⚠️ AI Receptionist (inbound only) | ⚠️ HCP Assist add-on | ⚠️ Phones Pro add-on |
| Customer Self-Scheduling 24/7 | ✅ InstaSchedule | ⚠️ Online booking (limited) | ❌ No integration | ❌ Not available |
| Dedicated Business Phone | ✅ ClientHub | ❌ Not native | ⚠️ Voice add-on | ⚠️ Phones Pro $300–$800/mo |
| Free Trial | ✅ 14 days | ✅ 14 days | ✅ 14 days | ❌ No free trial |
| Month-to-Month, No Contract | ✅ Yes | ✅ Yes | ✅ Yes | ❌ 12+ month contract |
| True Monthly Cost | $149.99 | $448+ | $750+ | $1,800+ |
The math on a 4-truck HVAC maintenance operation is straightforward. Jobber Grow Teams at $349/month plus CompanyCam at $72/month plus FleetSharp GPS at roughly $87/month for 3 trucks plus AI Receptionist already runs $448+ per month and still doesn’t include satellite measurement, before/after AI photos, or true 24/7 customer self-scheduling. Housecall Pro MAX at $329/month plus GoiLawn satellite measurement plus Beeline Routes optimization plus Ply inventory plus Profit Rhino price book plus a separate before/after AI tool runs $1,032+/month with $800 in one-time setup fees — and customer self-scheduling still doesn’t exist at any price. ServiceTitan requires a sales call, a 12-month contract, and $5,000–$50,000 in implementation fees before a single tune-up gets booked, with monthly costs reported by field service operators tracked across BLS occupational data regularly clearing $1,800/month for a small operation. QuoteIQ Pro at $149.99/month delivers every feature in that table on day one — no add-ons, no integrations, no contracts.
An HVAC maintenance company that’s growing past 2 trucks needs role separation. The owner can’t do every tune-up, every estimate, every dispatch call, every invoice, and every replacement-system consultation. EmployeeHub gives every contractor a single dashboard for crew assignment, GPS location tracking, time tracking via Time Tracker Pro, payroll-ready hours export, team messaging via Team Communication, and per-tech performance analytics — so a maintenance company knows exactly who’s converting upsells, who’s slipping on tune-up cycle time, and who’s ready for the next promotion.
Lead tech and apprentice handle the high-margin Total Care Plan customers, complex commercial RTU rounds, and same-day repair upsells. Crew A gets the customers with multi-system homes, $44.99/month plans, and the most active replacement pipeline leads. Scheduling is calibrated for 5–6 visits per day with longer dwell times for upsell conversations. Average ticket per visit including upsells: $245. Daily revenue per truck: $1,225–$1,470.
Two-tech truck handles the Basic Plan and Comfort Plan tune-up volume — 8–9 visits per day, density-routed by zip code, focused on speed and basic upsell discipline (capacitor swap, contactor swap, filter replacement). Route Optimization minimizes drive time. Average ticket including parts upsells: $158. Daily revenue per truck: $1,264–$1,422. The crew also clears the daily refrigerant and capacitor inventory turnover so warehouse stock levels stay accurate.
The comfort advisor handles every Replacement Pipeline lead Crew A and Crew B identify — equipment age 12+ years, R-22 systems, climbing amp draws — and runs the in-home consultation with a full Options Estimate for 14 SEER, 16 SEER, and 18 SEER replacement systems. Average close rate: 45–55%. The office manager runs EmployeeHub as a dispatch and billing dashboard, monitors GPS, handles payroll exports, audits Job Costing for any plan tier running below 50% margin, and triggers mass text campaigns for spring-startup season and fall-furnace season.
Channel 1: Maintenance Plan Recurring Revenue. The maintenance plan is the foundation of every successful HVAC service business. A single Comfort Plan customer at $32.99/month equals $395.88/year in recurring subscription revenue plus an average of $284 in upsells per year (capacitor, contactor, filter), bringing customer lifetime value to roughly $679.88/year. A 4-truck operation that grows from 612 active plans to 1,200 active plans over 24 months adds $235,200/year in recurring subscription revenue and $167,000/year in upsell revenue — over $400,000/year of new top-line revenue from the same crew, the same trucks, and the same overhead. Invoice Subscriptions automate the billing. Pipelines CRM tracks every plan signup. InstaSchedule lets new customers join from your website 24/7. The growth math is recurring revenue compounding monthly.
Channel 2: Same-Day Repair Upsells. Every tune-up call is a repair-conversion opportunity. Industry data tracked by the Air-Conditioning, Heating, and Refrigeration Institute (AHRI) consistently shows that 35–45% of residential HVAC tune-ups uncover a billable repair — capacitor at end-of-life, contactor pitting, condensate pump failure, ECM module degradation, drain pan rust-through. Captured at the point of inspection with Options Estimates on the iPad and an e-signature on the same visit, those upsells convert at 65–80% — versus 18–25% if the tech tells the homeowner “we’ll send a quote later.” A 4-truck maintenance operation closing 6 same-day repair upsells per truck per week at a $315 average ticket and 58% margin equals $785/week of contribution per truck, or $163,000/year of high-margin repair revenue across the fleet — generated from tune-up calls already paid for.
Channel 3: Replacement-System Pipeline. The aging-equipment lead is where small HVAC maintenance companies become large HVAC companies. A homeowner with a 14-year-old R-22 condenser running marginal compressor amps doesn’t realize they’re 9–14 months from a $9,400 system replacement — but a tech logging that data into Pipelines CRM at every tune-up, every refrigerant top-off, every capacitor swap, builds a replacement pipeline that the comfort advisor closes systematically. A 4-truck maintenance company generating 15 replacement leads per month across all techs at a 45% close rate and a $9,400 average ticket equals $63,450/month or $761,400/year of replacement-system revenue from the existing maintenance customer base. The replacement margin averages 28–34% versus 58% on the maintenance plan and same-day repair channels, but the absolute dollar contribution per close is the highest revenue event the company will see all year.
“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, 20+ year home service business owner · Full insights →
A modern HVAC maintenance operation needs more than a quoting app. It needs scheduling, dispatch, GPS, time tracking, invoicing, payments, recurring billing, customer communication, photo documentation, inspection forms, refrigerant logs, parts inventory, route optimization, AI tools, review automation, business analytics, and a CRM pipeline for replacement systems. QuoteIQ ships every one of those tools natively — no add-ons, no integrations, no per-user fees, no second platform to log into.
Plus every HVAC maintenance contractor gets E-Signatures, Google Calendar Sync, Contact Forms, Property Street View, Zillow Quick Access, Business Calculators, Data Export, Before/After Photo Editor, AI Website Builder, and QuickBooks Online Sync. Every tool an HVAC maintenance contractor needs to run a 4-truck, 1,200-plan operation at one price — versus the 5–7 separate subscriptions Jobber, Housecall Pro, and ServiceTitan each require to deliver the same functionality.
Solo HVAC tech starting tune-up routes. AI Autopilot, Options Estimates, scheduling, invoicing, payments.
Owner plus one tech. Adds Property Street View, Zillow data, and route fundamentals.
2-truck maintenance operation. Adds ClientHub, Pipelines, automation, Job Costing, QuickBooks sync.
3–4 truck operation. Adds InstaQuote, InstaSchedule, Inventory, Route Optimization, EmployeeHub GPS.
5+ truck operation, multi-location, or commercial-focused. Includes AI Website Builder.
All plans include a 14-day free trial. No contracts. Cancel anytime.
For most growing HVAC maintenance contractors, the Pro plan at $149.99/month is the recommended starting tier — it unlocks ClientHub for the dedicated business phone, Pipelines CRM for replacement-system lead tracking, automation for renewal sequences, Job Costing for per-call margin visibility, and QuickBooks sync for accounting handoff. Operations running 3 or more trucks should upgrade to Elite at $299/month for InstaQuote, 24/7 InstaSchedule, full Inventory tracking, Route Optimization, and EmployeeHub GPS — every feature a maintenance company needs to grow past 1,000 active plans.
Compare that to Jobber Plus at $599/month plus add-ons clearing $825+/month, Housecall Pro MAX at $1,032+/month with $800 in setup fees, or ServiceTitan at $1,800+/month with $5,000–$50,000 in implementation fees on a 12-month minimum contract. QuoteIQ delivers every feature an HVAC maintenance company needs at one-third to one-twelfth the cost.
QuoteIQ is the best CRM for HVAC maintenance companies in 2026. The platform natively handles tiered tune-up Options Estimates, recurring maintenance plan billing via Invoice Subscriptions, capacitor and refrigerant inventory tracking, per-call job costing, AI Before/After photo generation for visual selling, 24/7 Virtual Call Team answering, and Replacement Pipeline tracking — all starting at $29.99/month with no add-ons required.
Yes. QuoteIQ Invoice Subscriptions automate monthly maintenance plan billing — Basic Plan $24.99/month, Comfort Plan $32.99/month, Total Care Plan $44.99/month, or any custom tier you create. The system charges ACH or card on file, retries failed payments, sends customer receipts, and feeds the recurring revenue line into Business Analytics so you see MRR and churn at a glance.
QuoteIQ’s Options Estimates let a tech generate a same-day capacitor, contactor, blower motor, or ECM module replacement quote on the iPad in three taps. The customer e-signs on the same visit, the work order rolls into the existing tune-up, and the upsell closes at 65–80% versus the 18–25% close rate when the tech says “we’ll send you a quote later.” A maintenance operation closing 6 same-day repair upsells per truck per week at a $315 average ticket adds $163,000+ in annual high-margin repair revenue.
Yes. QuoteIQ Cam captures 4K timestamped photos of refrigerant cylinder weights before and after charging, gauge pressures, and the EPA technician number, while Inspection Forms log the refrigerant type (R-410A, R-454B, R-22, R-32), pounds entered, equipment serial, and customer signature. The complete chain of custody is bound to the customer record permanently for any future audit.
QuoteIQ Pro is $149.99/month for 4 users with every feature included. Jobber Grow Teams plus required add-ons clears $448+/month. Housecall Pro MAX with the integrations a maintenance operation needs runs $1,032+/month plus $800 in one-time setup fees. ServiceTitan starts at $1,800+/month on a 12-month contract with $5,000–$50,000 in implementation fees. QuoteIQ delivers more functionality at one-third to one-twelfth the total cost of ownership.
Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime. The trial includes full access to every feature on the plan you choose — Options Estimates, Invoice Subscriptions, MapMeasure Pro, Inventory tracking, Job Costing, AI Autopilot, Virtual Call Team, and the rest of the platform — so you can run real tune-ups, real upsells, and real recurring billing during the trial period before deciding.
Yes. QuoteIQ scheduling supports recurring job automation — set up annual tune-up cycles for every maintenance plan customer, and the system auto-dispatches the spring AC visit, fall furnace inspection, and any quarterly checks (drain pan, filter swap, commercial RTU rounds) without manual rebooking. Combined with Route Optimization, the calendar fills itself by zip-code density across all trucks.
Yes. QuoteIQ Pipelines CRM lets a maintenance operation flag every customer with equipment age 12+ years, every R-22 refrigerant top-off, every climbing compressor amp draw, and every deferred repair into a dedicated Replacement Pipeline. The comfort advisor works that pipeline systematically, closing 40–55% of leads at $9,400 average tickets — generating $700,000+ in annual replacement-system revenue from existing maintenance customers in a typical 4-truck operation.
QuoteIQ supports multi-location customers, multi-equipment per location, and quarterly recurring schedules — the structure a small-commercial HVAC maintenance contract needs. Each rooftop unit gets its own equipment record with age, capacity, refrigerant type, last service date, and service history. Inspection Forms generate the compliance reports facility managers require, and Invoice Subscriptions handle the monthly or quarterly billing of the commercial maintenance agreement.
Yes. QuoteIQ Virtual Call Team answers every inbound call 24/7, captures the customer’s address, equipment age, refrigerant type, and emergency description, identifies whether the caller is on a Comfort Plan or Total Care Plan (and routes priority dispatch accordingly), and texts the on-call tech in under 60 seconds. A 4-truck maintenance operation answering 8 emergency calls per week through Virtual Call Team at a $440 average ticket and 52% margin captures $95,000+/year of emergency response revenue that used to go to voicemail and competitors.
“QuoteIQ handles invoicing, payments, scheduling, and customer reviews perfectly for my home service business.”
— Mohammed Wynell · App Store · 5★“From quoting to scheduling to measuring — every tool my service business needs.”
— Echevarria Roney · App Store · 5★“InstaQuote and InstaSchedule are a game changer for any business that is serious about scaling to the next level.”
— Mavidan · App Store · 5★Join thousands of contractors running on the #1 CRM for HVAC maintenance companies. Test every feature on real tune-ups, real upsells, and real recurring plan billing for 14 days.
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