Published May 2026 · Updated August 2026
QuoteIQ is the AI-powered CRM for HVAC companies that runs estimates, scheduling, refrigerant inventory, recurring comfort club agreements, and 24/7 emergency call answering — all by voice command, all in one app, starting at $29.99/month.
TL;DR: QuoteIQ is a full HVAC CRM built around AI Autopilot voice control across 55 tools in 13 categories, a 24/7 Virtual Call Team, tiered Options Estimates for good/better/best system pricing, satellite MapMeasure Pro measurement, refrigerant and parts inventory, and comfort-club billing via Invoice Subscriptions. Five plans start at $29.99/month with a 14-day free trial on the plan you choose and no long-term contract. Per the U.S. Bureau of Labor Statistics, HVAC technician jobs are projected to grow faster than average through the decade — more competition for every homeowner, which is exactly where a documented, fast-quoting operation wins.
An AI-powered CRM for HVAC companies in 2026 is no longer optional. The contractors who are still tapping through a dozen screens to write a furnace replacement estimate, then driving back to the office to enter labor hours, then calling the supplier to ask whether they have R-410A in stock, are losing jobs in real time to competitors who have replaced all three of those steps with a single voice command. QuoteIQ is the AI-powered CRM for HVAC companies that closes that gap — built by contractors Mike Vidan and Justin Rogers, with AI Autopilot, Virtual Call Team, AI Estimator, and AI Before/After previews on every plan starting at $29.99/month.
The heating and cooling business is one of the few service trades where every job has a hard equipment list, a code-driven install procedure, and a documentation trail the homeowner expects to see at handoff. According to the U.S. Bureau of Labor Statistics, employment of heating, air conditioning, and refrigeration mechanics is projected to grow faster than the average for all occupations this decade, which means more competition for the same homeowners and tighter pressure on every estimate, dispatch, and follow-up. The HVAC contractors who win in that environment will be the ones running the leanest, fastest, most documented operation. That is exactly what an AI-powered CRM delivers.
QuoteIQ unifies the entire HVAC operation — repair-vs-replace Options Estimates, satellite rooftop unit measurement with MapMeasure Pro, refrigerant and parts tracking through Inventory Management, builder-account Pipelines & Deals, comfort club billing on autopilot through Invoice Subscriptions, before-and-after equipment previews via the built-in AI Image Generator, full contract attachments on every install, and a dedicated business phone line through ClientHub — into a single mobile-first platform. No separate photo-documentation subscription. No separate flat-rate book. No second phone number. No GPS add-on. One CRM. One bill.
The pricing math is the part HVAC owners notice first. Matching QuoteIQ Pro’s HVAC feature set on Jobber means stacking Jobber Core or Connect Team, a photo-documentation subscription, and the AI Receptionist add-on separately — Jobber’s own current pricing runs Core at $49/mo, Connect Team at $199/mo, Grow Team at $399/mo, or Plus at $699/mo, with AI Receptionist as a $29/mo add-on, none of which natively includes voice-controlled CRM operation, refrigerant inventory, or comfort-club auto-billing. Housecall Pro and ServiceTitan require similar stacking of add-ons to approach the same scope, and ServiceTitan does not publish pricing publicly at all — it requires a sales call and, per public reporting, typically involves an annual contract. QuoteIQ Pro at $149.99 per month includes AI Autopilot, AI Estimator, AI Image Generator, Options Estimates, MapMeasure Pro, and QuoteIQ Cam natively, with a 14-day free trial on the plan you choose and no long-term contract.
An AI-powered CRM for HVAC companies has to do more than just generate estimates faster. The contractors who moved to QuoteIQ in 2026 cite the same recurring reasons across App Store and Google Play reviews: AI Autopilot runs the CRM by voice from inside an attic where their hands are on a duct boot; Virtual Call Team answers the after-hours no-heat call the owner used to take from bed; Options Estimates presents good, better, and best SEER2 pricing on a single screen the homeowner picks from; Review Multiplier turns every paid invoice into a review request automatically; and Job Costing shows the actual dollar margin on the heat pump install before the truck leaves the driveway.
The other half of the AI story is the part legacy platforms cannot match natively. The built-in AI Image Generator creates a photoreal preview of the customer’s mechanical room with a new high-efficiency furnace and condenser sitting where the old equipment lives now — shown across the kitchen table during the consultation, before the contract gets signed. AI Estimator takes property photos and produces a draft estimate with market-accurate line-item pricing the technician adjusts in under two minutes. AI Text Generator writes the follow-up message to the lead who got a quote yesterday and never responded. QuoteIQ ships every one of these natively, funded by IQ Credits included on all five plans.
This guide breaks down exactly how QuoteIQ functions as the AI-powered CRM for HVAC companies running one, three, eight, or twenty-five service trucks — the daily workflow, the install-day workflow, the comfort club retention workflow, the comparison against legacy platforms, the full pricing breakdown, verified customer reviews, and the answers to the questions HVAC owners actually ask before switching. By the time you finish reading you will know whether QuoteIQ fits your heating and cooling operation, what the 14-day trial covers, and what the realistic monthly bill looks like compared to what you pay today.
Quick Answer: QuoteIQ is a top-rated AI-powered CRM for HVAC companies in 2026 — built by contractors Mike Vidan and Justin Rogers, with AI Autopilot voice control across 55 tools in 13 categories, a 24/7 Virtual Call Team, AI-generated before/after equipment previews, satellite rooftop measurement, refrigerant inventory tracking, and comfort club auto-billing, all native starting at $29.99/month with a 14-day trial on the plan you choose.
Not every CRM feature matters equally for heating and cooling work. The list below is the 12 capabilities that materially change a heating and cooling operation — the ones that move close rates, ticket sizes, recurring revenue, and crew utilization. QuoteIQ ships these natively, with plan gating noted where it applies.
Present a good, better, and best SEER2 tier on one estimate. Customer picks. Presenting tiers instead of a single bid is proven to lift close rates on premium options.
Learn more →Measure rooftop units, condenser pads, building footprints, and ductwork runs from satellite — without climbing a single ladder. Beginner plan and above.
Learn more →Track refrigerant by pound and tank, capacitors, contactors, blower motors, filters, line sets, and condensate pumps across trucks and the warehouse. Elite plan and above.
Learn more →Equipment cost, labor hours, and expenses roll up automatically to a real profit-margin number on every furnace and condenser install. Pro plan and above.
Learn more →Bundle seasonal maintenance visits, priority dispatch, and a repair discount into an annual membership that auto-bills via Invoice Subscriptions. Pro plan and above.
Learn more →Show the homeowner a photoreal preview of the new high-efficiency system in their mechanical room — generated in about 15–20 seconds, before the contract gets signed.
Learn more →Color-coded service calls, install days, and maintenance visits across every truck. Reschedule a no-cool call by dragging it to another day in seconds.
Learn more →Capture model and serial plate photos, install-condition shots, and readings — every photo organized by job and date, with 4K cloud storage. Beginner plan and above.
Learn more →Bundle furnace plus condenser plus thermostat plus line set plus permit plus startup into a single approved package the customer accepts in one tap.
Learn more →“Quote the Henderson heat pump replacement at good and better tiers and text it to her now.” 55 tools across 13 categories, one voice command, on every plan.
Learn more →AI answers every after-hours no-heat and no-cool call, qualifies the lead, and summarizes it for dispatch. Elite plan and above; minute-limited by IQ Credit allocation.
Learn more →Track builder new-construction accounts, real estate referrals, property management portfolios, and replacement leads in separate visual pipelines. Elite plan and above.
Learn more →“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, QuoteIQ · Full insights →
Why tiered pricing matters: HVAC operations that present a single bid typically close a small share of consultations on the premium option. Presenting good/better/best tiers side by side gives the homeowner a frame of reference and consistently shifts more closes toward the middle and top tiers — the same anchoring principle Mike Vidan describes above.
Here’s how a typical day looks for an HVAC company using QuoteIQ as the platform running its operation. The example covers a 3-truck residential and light-commercial operation handling a dozen or more service calls and several install days per week — the operating envelope where most growing heating and cooling businesses sit. Every step uses native QuoteIQ tools. No third-party app switching. No spreadsheets.
7:15 AM. The owner opens the QuoteIQ scheduling calendar and sees three trucks color-coded with the day’s work — Truck 1 has a no-cool diagnostic in the morning, a maintenance visit at midday, and a coil cleaning in the afternoon; Truck 2 is on a full system replacement; Truck 3 has several tune-ups on a route. Route Optimization already sequenced Truck 3’s stops by drive time. GPS Location Tracking confirms every clocked-in truck is moving. Overnight voicemails already came through Virtual Call Team, which answered them, qualified two as leads, and summarized the third for a callback.
10:30 AM. The Truck 1 technician finishes a no-cool diagnostic — a failed capacitor on an aging condenser. He opens QuoteIQ Cam on his phone, photographs the failed capacitor, the model and serial plate, and the new run capacitor in place. Photos organize automatically by job and date. He pulls up the customer’s ClientHub texting thread and says into AI Autopilot: “Invoice today’s diagnostic for the service call and the capacitor and text the receipt.” Done in under 15 seconds. He’s back in the truck.
1:45 PM. The owner is at a large older home on a system replacement consultation. He measures the existing equipment with MapMeasure Pro rooftop satellite view to confirm condenser pad clearance. He builds an Options Estimate in front of the homeowner with good, better, and best SEER2 tiers. He generates an AI before/after preview and shows the photoreal image of the new equipment in her mechanical room. She picks the middle tier. E-signature on the tablet. Contract attached. Deposit collected via Online Payments. Total time: under 40 minutes.
3:30 PM. The Truck 3 technician finishes his fifth tune-up of the day. The homeowner had a costly repair last summer. He opens Package Estimates and presents the Comfort Club Membership: two annual maintenance visits, priority dispatch, and a repair discount bundled into one annual price. She signs. Invoice Subscriptions auto-bills her on the same date every year — the technician never has to chase the renewal. That’s recurring revenue from a nine-minute conversation, repeated across every comfort club signup the crew closes this month.
Two days later. The install wraps in the late afternoon. Job Costing shows the live numbers: equipment cost, refrigerant, accessories, permit, and labor hours at the crew’s burdened rate, all rolling up automatically because labor pulls from time tracking. The owner sees the real profit margin on his phone before he leaves the driveway — Total Price minus Labor minus Expenses equals Profit, calculated automatically rather than reconstructed later from receipts.
Friday afternoon. Review Multiplier sent automated review requests to the week’s paying customers. Several left 5-star reviews. Business Analytics shows the week’s close rate, average ticket, comfort club signups, and gross margin across all replacements on one dashboard. The owner sends the team a shout-out through Team Communication. On the weekend, Virtual Call Team handles every emergency call so the owner’s calendar stays clear.
That entire workflow — from morning dispatch to replacement consultation to comfort club upsell to job costing to weekly analytics — runs on one platform. QuoteIQ. No separate photo-documentation subscription. No second phone line. No separate flat-rate price book. No GPS add-on. One AI-powered CRM for HVAC companies, built by contractors who understand that the hour you save on admin is the hour you spend with your family or on a billable replacement consultation.
The feature comparison HVAC owners actually need before switching. QuoteIQ pricing reflects the current published plan ladder. Competitor figures below were checked against each vendor’s own published pricing; where a vendor does not publish a figure, that cell says so rather than guessing.
| Feature | QuoteIQ Pro | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| AI Voice CRM Control | ✅ AI Autopilot — 55 tools, all plans | ❌ Not available | ❌ Not available | ❌ Not available |
| AI Call Answering | ✅ Virtual Call Team — Elite | ⚠️ AI Receptionist add-on ($29/mo) | ⚠️ Add-on, custom pricing | ⚠️ Add-on, custom pricing |
| AI Before/After Equipment Previews | ✅ AI Image Generator — all plans | ❌ Not available | ❌ Not available | ❌ Not available |
| AI Photo-Based Estimator | ✅ AI Estimator — all plans | ❌ Not available | ❌ Not available | ❌ Not available |
| Tiered Options Pricing | ✅ Options Estimates — all plans | ⚠️ Limited quote options | ⚠️ Add-on tooling | ⚠️ Add-on pricebook tooling |
| Satellite Property Measurement | ✅ MapMeasure Pro — Beginner+ | ❌ No native tool | ❌ No native tool | ❌ Not available |
| Comfort Club Auto-Billing | ✅ Invoice Subscriptions — Pro+ | ⚠️ Recurring jobs, manual billing | ⚠️ Recurring plans, add-on | ✅ Included |
| Live GPS Tracking | ✅ Included, no per-vehicle fee | ⚠️ Add-on / 3rd-party | ⚠️ Add-on | ✅ Included |
| Customer Self-Scheduling 24/7 | ✅ InstaSchedule — Elite+ | ⚠️ Limited online booking | ⚠️ Limited | ❌ Not available |
| Dedicated Business Phone | ✅ ClientHub — Pro+ | ❌ Not native | ⚠️ Add-on | ⚠️ Add-on |
| Free Trial | ✅ 14 days, all plans | ✅ Free trial offered | ✅ Free trial offered | ❌ No public free trial |
| Transparent Published Pricing | ✅ Yes | ✅ Yes | ✅ Yes | ❌ Sales call required |
| Published Monthly Pricing | $149.99/mo (4 users) | $49–$699/mo by tier | See vendor pricing page | Not publicly published |
The math is straightforward once you line the plans up. Jobber’s published ladder runs from Core at $49/month through Connect Individual at $139, Connect Team at $199, Grow Team at $399, and Plus at $699/month, with AI Receptionist, Marketing Suite, and Pipeline sold as separate add-ons on top — none of which include native voice-controlled CRM operation, AI equipment previews, or satellite measurement. Housecall Pro restructures its plans periodically as well; check their current pricing page for the live figures rather than relying on any number published elsewhere. ServiceTitan does not publish pricing and requires a sales call — public reporting and contractor forums consistently describe an annual contract requirement and a multi-month onboarding period. QuoteIQ Pro at $149.99/month for 4 users includes the full native AI suite from day one, with a 14-day trial and no contract.
A multi-truck HVAC operation has different role profiles, and an AI-powered CRM for heating and cooling operations has to support all of them without forcing the owner to buy a higher tier just to add a sales seat. QuoteIQ’s EmployeeHub assigns granular permissions per role on Elite and above, and there are no per-user fees on any plan within its included user count.
Profile: Senior install lead plus journeyman plus apprentice. Handles full system replacements, ductwork modifications, ductless mini-split installs, and high-efficiency furnace installs.
Profile: Service technicians running tune-ups, no-cool and no-heat diagnostics, capacitor and contactor replacements, and comfort club maintenance visits.
Profile: Dedicated comfort advisor running in-home replacement consultations the service team can’t sell efficiently.
An AI-powered CRM for HVAC companies should grow three different revenue lines simultaneously — not just write more estimates faster on the same lead source. QuoteIQ supports each channel with native tools and dedicated pipelines.
Most HVAC operations close a modest share of replacement consultations on the premium tier when they present a single bid. Options Estimates with good, better, and best SEER2 pricing tiers is a proven way to shift more customers toward the middle and top options, because the tiers give the homeowner a frame of reference instead of a single yes/no decision. AI Before/After previews help close the top tier on an additional share of consultations by making the premium option feel tangible rather than abstract. Job Costing verifies the gross margin on every install at handoff so the owner knows the lift is real, not optical.
The math on comfort clubs compounds harder than any other HVAC revenue line, because every membership signed this year renews next year on top of the new memberships signed next year. A heating and cooling business signing a steady stream of new memberships each month builds a growing base of fully recurring revenue billed automatically via Invoice Subscriptions. Package Estimates presents the membership as a simple annual bundle the technician closes in the last few minutes of every maintenance visit. Mass SMS Campaigns (Elite+) handle filter-change reminders and seasonal startup outreach to every active member with one click. The ENERGY STAR HVAC program documents that properly maintained equipment runs significantly more efficiently than neglected systems — which means comfort club members renew at higher rates because they actually feel the value in their utility bill.
New construction and major remodel HVAC accounts are among the most defensible revenue lines in the trade. Pipelines & Deals tracks every builder relationship — initial introduction, first job submitted, deposit collected, install completed, payment cycle — with deal value visible on every stage and weighted forecasting based on close probability. A handful of steady builder accounts can compound into predictable, contracted annual revenue with lower customer acquisition cost than most homeowner marketing channels. Per the Bureau of Labor Statistics’ occupational outlook, commercial construction and residential building construction are cited as two of the primary drivers expected to grow HVAC technician employment — which is exactly the demand a builder-account pipeline is built to capture on a recurring, contracted basis rather than one job at a time. The Air Conditioning Contractors of America, the national trade association for HVACR contractors, publishes quality-installation standards that many builders now specify by name in new-construction contracts, which makes a documented, standards-aware operation a real differentiator when pitching a builder account.
The feature stack QuoteIQ delivers natively for heating and cooling — no marketplace integrations required for the core workflow, no separate logins. This is the working list HVAC owners scan before deciding to switch.
And the AI and customer-facing layer — every one of these is native to QuoteIQ and wired into AI Autopilot for voice control: EmployeeHub, Time Tracker Pro, GPS Location Tracking, Team Communication, ClientHub Texting + Phone, Review Multiplier, MapMeasure Pro, QuoteIQ Cam, AI Estimator, AI Text Generator, AI Image Generator, Virtual Call Team, Pipelines & Deals, Sales Tracker, Business Analytics, Email + Text Automation, Mass SMS/Email Campaigns, Route Optimization, Route Density Zones, InstaQuote, InstaSchedule, Invoice Subscriptions, Inspection Forms, Contact Forms, Property Street View, Zillow Quick Access, Business Calculators, Google Calendar Sync, AI Website Builder, and QuickBooks Online Integration.
Free tools worth bookmarking: QuoteIQ also publishes a free HVAC Cost Calculator and a free HVAC Invoice Template — no signup required — for HVAC owners who want to sanity-check pricing or paperwork before they ever touch the full CRM.
“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, QuoteIQ · Full insights →
“I have a lawncare business, was unorganized, but QuoteIQ changed everything. Estimates, scheduling, billing and invoicing are seamless. Tax prep easier. Best CRM by functionality and price.”
— Elke Staton · 5★“From scheduling to payments, QuoteIQ handles it all. It’s perfect for any home service industry, keeping everything organized and professional. Best app I’ve ever used.”
— Seitz Nick · 5★“I have been using QuoteIQ for a year and a half now and I can’t express enough how easy/user friendly it is to use. I get tons of compliments from customers on how professional my quotes look and how easy it is to make payments. By far most affordable. I highly recommend!!”
— Josh Shaffer · 5★Five plans. Transparent. Published. No per-user fees within the plan’s included user count. Every plan includes AI Autopilot, AI Estimator, AI Image Generator, and Options Estimates from day one; MapMeasure Pro and QuoteIQ Cam unlock starting on Beginner.
Every plan includes a 14-day free trial with full access to the features of the plan you choose. No long-term contract required.
Pro at $149.99/month is the sweet spot for most growing HVAC operations running one to three service trucks. It unlocks ClientHub texting and phone, Job Costing, Invoice Subscriptions for comfort clubs, Email + Text Automation, a Client Portal, and QuickBooks Online Integration — the full operating stack. Elite at $299/month for 10 users adds EmployeeHub, Inventory Management, InstaSchedule, InstaQuote, Virtual Call Team, Route Optimization, and Route Density — the multi-truck dispatch and 24/7 emergency answering layer.
Compare those numbers against the real bill HVAC contractors pay today on legacy platforms once add-ons are stacked in: Jobber runs $49–$699/month by tier before AI Receptionist, Marketing Suite, or Pipeline add-ons; Housecall Pro and ServiceTitan both require checking their current published or sales-quoted pricing directly, since figures shift and ServiceTitan does not publish pricing at all. According to the U.S. Small Business Administration’s guidance on managing a small business, keeping a tight handle on recurring costs like software and bookkeeping is one of the fundamentals of staying financially healthy — every dollar that comes off the monthly software bill is a dollar that funds inventory, marketing, or a technician bonus instead. Sales-automation add-ons in this space aren’t free either — ResponsiBid, a quoting tool some HVAC shops bolt onto their CRM, publishes a Startup plan at $0, a Scaling plan at $179/month plus a $500 setup fee, and a Pro plan at $229/month plus a $600 setup fee — costs worth knowing if you’re evaluating a stack of point tools instead of one unified CRM.
See QuoteIQ in action — a walkthrough of the estimate-to-invoice workflow.
▶ Watch Video →Moving off a legacy platform feels riskier than it is. Here’s the four-step path most HVAC owners follow.
Yes. QuoteIQ offers a 14-day free trial on all five plans, and the trial grants full access to the features of the plan you choose — not a blanket unlock of every top-tier feature. A credit or debit card is required to start the trial, and you can cancel any time before it converts to a paid subscription. During the trial an HVAC company can build real Options Estimates with good/better/best SEER2 tiers, generate AI Before/After equipment previews, measure a rooftop unit with MapMeasure Pro if the trial plan includes it, and run AI Autopilot voice commands, so the evaluation happens on a live job rather than a sandboxed demo. One free trial is available per person, per business, per payment method, and it auto-converts to the selected plan’s rate at expiration unless canceled first. There’s no obligation to commit before testing the workflow end to end on an actual estimate, invoice, and payment.
QuoteIQ is one of the few field service CRMs shipping AI Autopilot voice control across 55 tools spanning 13 categories, AI Before/After equipment previews, AI photo-based estimating through AI Estimator, and a 24/7 Virtual Call Team for after-hours call answering — all native, funded by IQ Credits included on every plan rather than sold as separate add-on software. Legacy platforms in this space typically require bolting on third-party AI receptionist tools, separate photo-documentation subscriptions, and separate quoting-optimization software to approximate the same capability set, and even then rarely reach true voice control over the whole CRM. QuoteIQ also ships HVAC-relevant tools out of the box — satellite rooftop measurement via MapMeasure Pro, refrigerant and parts tracking through Inventory Management on Elite and above, comfort club auto-billing through Invoice Subscriptions, and builder-account tracking through Pipelines & Deals — the specific combination heating and cooling operations need that a generic scheduling-and-invoicing tool doesn’t address.
QuoteIQ Pro is $149.99/month for 4 users with the core HVAC operating stack — ClientHub, Job Costing, Invoice Subscriptions, Email + Text Automation, Client Portal, and QuickBooks Online integration — native and included. Jobber’s published ladder currently runs Core at $49/month, Connect Individual at $139, Connect Team at $199, Grow Team at $399, and Plus at $699/month, with AI Receptionist ($29/mo), Marketing Suite ($99/mo), and Pipeline ($49/mo) sold as separate add-ons on top of whichever base tier you choose. Housecall Pro restructures its published pricing from time to time, so check their current pricing page directly rather than relying on any older figure. ServiceTitan does not publish pricing publicly at all; getting a quote requires a sales call, and public reporting describes an annual contract as standard. QuoteIQ Elite is $299/month for 10 users, and QuoteIQ Max is $699/month for unlimited users — both published, both transparent, no sales call required to see the number.
Yes. QuoteIQ’s Virtual Call Team, included starting on the Elite plan, answers after-hours no-heat and no-cool calls with AI, qualifies the lead, and summarizes the call for the team — it does not book appointments automatically, so a technician or dispatcher confirms and schedules the visit from the summarized call. It handles both inbound and outbound calling, so the same tool can run outbound follow-up and confirmation calls in addition to answering. Virtual Call Team is priced through IQ Credits (roughly one minute of call time per unit of credit spend), and lower plan tiers see fewer available call-minutes because of their smaller monthly credit allocation — so it isn’t marketed as unlimited AI call answering at every tier, only at the plans with a larger credit pool. Jobber’s comparable AI Receptionist add-on is inbound-only and costs an additional $29/month on top of whichever base Jobber plan you’re subscribed to.
Yes. QuoteIQ’s Inventory Management module, included starting on the Elite plan, covers five areas that matter for HVAC parts and materials: Products (SKU, category, unit cost, and low-stock indicators for capacitors, contactors, blower motors, filters, and refrigerant), Locations (truck stock versus warehouse stock), Suppliers, Orders (from draft through received, with receiving auto-creating receipt transactions), and Transactions (every movement — receipt, issued, damaged, adjustment). Materials added to estimates and invoices can link directly to inventory products so pricing stays current automatically. One detail worth knowing precisely: stock deducts when an invoice is marked paid, not when a job is marked complete, and a deposit alone does not count as paid — so a technician who wants inventory to move at job completion needs to actually process payment, or use the deduct option available on that screen, rather than assuming completion alone triggers the deduction.
Yes. QuoteIQ’s Invoice Subscriptions feature, included starting on the Pro plan, auto-bills comfort club memberships on a recurring schedule — annually or monthly — without manual renewal work from the office. Combined with Package Estimates for bundling seasonal maintenance visits, priority dispatch, and a repair discount into a single annual membership price, the entire comfort club program runs itself once it’s set up. Mass SMS and email campaigns, available starting on the Elite plan, handle the seasonal reminder outreach — filter-change nudges, startup-season messaging — to every active member with a single send instead of a manual list pull. The compounding math is what makes this channel valuable: a steady stream of new signups each month builds a growing base of renewing recurring revenue year over year, since retained members from prior years stack on top of new signups rather than resetting to zero.
Yes. QuoteIQ Cam is built natively into the platform, available starting on the Beginner plan, and handles the same job HVAC contractors often pay a separate subscription for — model and serial plate photos, install-condition shots, and equipment documentation, all organized automatically by job and date with unlimited 4K cloud storage. It also includes before/after comparison tools, photo annotations, and customizable inspection-form templates with PDF export, so a technician can build a documented inspection report from the same photo set used for the customer-facing estimate. Because QuoteIQ Cam is included in the base subscription rather than billed as a separate line item, an HVAC company evaluating its total software spend can fold that cost back into the single QuoteIQ bill instead of paying for a standalone photo tool on top of the CRM.
Yes. QuoteIQ’s InstaSchedule feature, included starting on the Elite plan, lets homeowners book HVAC service calls and tune-ups directly against your real, live-synced calendar availability 24 hours a day — from your website, your social profiles, or a shared link. The customer picks an open slot, confirms, and the appointment lands on the schedule automatically without a phone call or a back-and-forth text thread. InstaSchedule is reachable from all four QuoteIQ estimate types and from InstaQuote self-quoting forms, so a homeowner who requests a quote online can move straight into booking the resulting job without switching tools. This is a genuinely different capability from a basic “request an appointment” web form, because the customer is booking against your actual technician availability rather than submitting a request that someone in the office has to manually confirm later.
QuoteIQ AI Autopilot is voice and text control spanning 55 integrated tools across 13 categories, available on every plan starting at Essentials. From inside an attic with both hands on a duct boot, a technician can say “Quote the Henderson heat pump replacement at good and better tiers and text it to her now,” and Autopilot builds the Options Estimate, attaches it to the customer record, and sends the text without the technician touching a screen. “Invoice today’s completed jobs and email the receipts” wraps end-of-day admin into one spoken sentence instead of a dozen taps per job. Inside the app it’s labeled “Ask AI” — that’s the interface name for the same underlying AI Autopilot brand feature, so a technician asking a coworker about “Ask AI” and one asking about “AI Autopilot” are talking about the identical tool. Every AI action shows its IQ Credit cost and asks for confirmation before it runs, so there’s no surprise credit draw from a misheard command.
Both, across a genuinely wide range. Essentials at $29.99/month for 1 user is built for solo operators running their own service work with the full AI suite already unlocked. Beginner at $74.99/month for 2 users and Pro at $149.99/month for 4 users fit one-to-three-truck residential operations that need ClientHub, Job Costing, and comfort club billing. Elite at $299/month for 10 users handles multi-truck operations with full dispatch tooling, Inventory Management, and 24/7 Virtual Call Team. Max at $699/month covers unlimited user seats for operations running multiple branches or a large technician roster, and includes Sales Team Tracker and Crew Management tools that smaller plans don’t need yet. Because the plan ladder scales primarily by user count and feature depth rather than forcing a rebuild of your workflow at each tier, an HVAC company can start on Essentials or Beginner and move up plans as the crew grows without re-entering customer data or relearning the software.
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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.
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