QuoteIQ

#1 Rated · April 2026

The Best AI-Powered CRM for HVAC Companies in 2026

QuoteIQ is the AI-powered CRM for HVAC companies that runs estimates, dispatch, 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.

4.7★4,100+ Reviews
35+AI Tools Native
$29.99Starting/mo
40,000+Contractors

An AI-powered CRM for HVAC companies in 2026 is no longer optional. The contractors who are still tapping through 14 screens to write a furnace replacement estimate, then driving back to the office to enter labor hours, then calling the refrigerant 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 regulatory paper 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 9% through 2033 — faster than average — 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 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 Inventory Tracking by tank and pound, builder-account Pipelines CRM, comfort club Invoice Subscriptions on autopilot, before-and-after equipment previews via AI Image Generator, full contract attachments on every install, and a dedicated business phone line — into a single mobile-first platform. No CompanyCam 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. Jobber Grow plus CompanyCam lands at $448 or more per month before AI Receptionist gets bolted on at $99. Housecall Pro MAX plus Profit Rhino plus dashcams reaches $750 or more per month for the same dispatch-plus-tiered-pricing scope. ServiceTitan does not publish pricing, requires a 12-month annual contract with $5,000 to $20,000 early-termination fees, and according to G2 reviewers from January 2026 demands three to twelve months of implementation before a single technician is fully operational. QuoteIQ Pro at $149.99 per month includes every feature listed above natively and ships with a 14-day free trial, no contracts, cancel anytime.

An AI-powered CRM for HVAC companies has to do more than just generate estimates faster. The contractors who replaced their old software with QuoteIQ in 2026 cite the same five reasons across every App Store and Google Play review: AI Autopilot runs the CRM by voice from inside an attic where their hands are on a duct boot; Virtual Call Team answers the 2 AM no-heat call that the owner used to take from bed; Options Estimates presents 16 SEER, 18 SEER2, and 20 SEER2 inverter pricing on a single screen the homeowner picks from; Review Multiplier turns every paid invoice into a Google 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. AI Before/After generates a photoreal preview of the customer’s mechanical room with the new high-efficiency furnace and condenser sitting where the 22-year-old equipment lives now — shown across the kitchen table during the consultation, before the contract gets signed. AI Estimator takes a phone photo of the existing condenser, the indoor coil, and the line set, and produces a draft Options Estimate the technician adjusts in 90 seconds. AI Text Generator writes the follow-up message to the lead who got the quote yesterday and never responded. None of that lives natively inside Jobber, Housecall Pro, or ServiceTitan. QuoteIQ ships it across all 5 plans.

This guide breaks down exactly how QuoteIQ functions as the AI-powered CRM for HVAC companies running 1, 3, 8, or 25 service trucks — the daily workflow, the install-day workflow, the comfort club retention workflow, the comparison table against every legacy platform, the full pricing breakdown, the 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.

The Short Version: QuoteIQ is the #1 AI-powered CRM for HVAC companies in 2026 — built by contractors Mike Vidan and Justin Rogers, with AI Autopilot voice control across 35+ tools, 24/7 Virtual Call Team for emergency dispatch, AI Before/After equipment previews, satellite rooftop measurement, refrigerant inventory tracking, and comfort club auto-billing all native on every plan starting at $29.99/month — versus $448+ for Jobber + CompanyCam, $750+ for Housecall Pro, or $1,800+ for ServiceTitan.

The 12 AI and Field Features Every HVAC Company Needs

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 every one of them natively, with no marketplace integrations and no per-user upcharges.

🎯

Options Estimates

Present 16 SEER good, 18 SEER2 better, and 20 SEER2 inverter best on one estimate. Customer picks. Close rates on premium tiers move from 12% to 35–45%.

Learn more →
🛰️

MapMeasure Pro

Measure rooftop units, condenser pads, building footprints, and ductwork runs from satellite — without climbing a single ladder.

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📦

Refrigerant & Parts Inventory

Track R-410A and R-32 by pound and tank, capacitors, contactors, blower motors, filters, line sets, condensate pumps. Low-stock alerts before the truck rolls.

Learn more →
💵

Job Costing Per Install

Equipment cost, labor hours, refrigerant, accessories, fuel — every line of every furnace and condenser install rolls up to a real margin number before invoicing.

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📈

Comfort Club Upsells

Bundle 2x annual maintenance, priority dispatch, 15% repair discount, and refrigerant top-off into a $249/year membership that auto-bills via Invoice Subscriptions.

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🤖

AI Before/After Previews

Show the homeowner a photoreal preview of the new high-efficiency system in their mechanical room — before the contract gets signed.

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📅

Drag-and-Drop Scheduling

Color-coded service calls, install days, and PM visits across every truck. Reschedule the 2 PM no-cool call by dragging it to Friday morning.

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📷

QuoteIQ Cam — Equipment Documentation

Capture model and serial plate photos, install-condition shots, refrigerant pressures, and combustion analyzer readings — every photo GPS-tagged and job-linked.

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📦

Package Estimates

Bundle furnace plus condenser plus thermostat plus line set plus permit plus startup into a single approved package the customer accepts in one tap.

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🎤

AI Autopilot — Voice CRM

“Quote the Henderson 3-ton heat pump replacement at 16 SEER and 18 SEER2 tiers and text it to her now.” 35+ tools, 1 voice command.

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📞

Virtual Call Team — 24/7

AI answers every after-hours no-heat and no-cool call, qualifies the lead, books the dispatch, and pages the on-call tech automatically.

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🎯

Pipelines CRM

Track builder new-construction accounts, real estate agent referrals, property management portfolios, and replacement leads in separate visual pipelines.

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, 20+ year home service business owner · Full insights →

A Day in the Life — How an HVAC Company Runs on QuoteIQ

Here’s how a typical day looks for an HVAC company using QuoteIQ as the the platform running its operation. The example covers a 3-truck residential and light-commercial operation handling 12–18 service calls and 2–4 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.

STEP 1Morning Setup & Dispatch

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 at 9, a maintenance visit at 11, and a coil cleaning at 1; Truck 2 is on a full system replacement; Truck 3 has six tune-ups on a route. Route Optimization already sequenced Truck 3’s tune-up route by drive time. Live GPS confirms every truck is moving. Three voicemails came in overnight — Virtual Call Team already answered them, qualified two as leads, and booked the third for tomorrow at 10.

STEP 2Active Service Work + Equipment Documentation

10:30 AM. The Truck 1 technician finishes a no-cool diagnostic. Bad capacitor on a 6-year-old 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 GPS-tag and attach to the customer record automatically. He pulls up the customer’s ClientHub texting thread and says into AI Autopilot: “Invoice the Patel diagnostic at $89 service call plus $245 capacitor replacement and text the receipt.” Done in 14 seconds. He’s back in the truck.

STEP 3System Replacement Consultation & Close

1:45 PM. The owner is at a 4,200 sq ft Tudor on a 22-year-old furnace and condenser 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: 16 SEER 80% AFUE good at $9,800, 18 SEER2 96% AFUE better at $13,400, 20 SEER2 inverter variable-speed best at $17,200. He fires up AI Before/After and shows the photoreal preview of the new equipment in her mechanical room. She picks the 18 SEER2 better tier. E-signature on the iPad. Contract attached. 10% deposit collected via Online Payments. Total time: 38 minutes.

STEP 4The Comfort Club Upsell

3:30 PM. The Truck 3 technician finishes his fifth tune-up of the day. The homeowner has a 14-year-old condenser she just paid $385 to repair last summer. He opens Package Estimates and presents the Comfort Club Membership: 2x annual maintenance, priority dispatch, 15% repair discount, free filter replacements, and a $50 credit toward replacement at $249/year. She signs. Invoice Subscriptions auto-bills her on the same date every year — the technician never has to chase the renewal. That’s $249 in recurring revenue from a 9-minute conversation. Across the 8 comfort club signups he closes this month, that’s $1,992 in incremental annual recurring revenue from one technician.

STEP 5Job Costing on the Replacement Day

Two days later. The 18 SEER2 install wraps at 4:50 PM. Job Costing shows the live numbers: equipment cost $4,820, refrigerant 6 lb at $32/lb, accessories $385, permit $185, labor 14 crew-hours at $42 burdened cost, fuel attribution $28. Total cost $6,496 against a $13,400 contract — that’s a $6,904 gross margin, 51.5%. Inventory Tracking auto-deducts the line set, the float switch, the surge protector, and the 7 lb of R-32 from truck stock and warehouse stock. The owner sees the margin number on his phone before he leaves the driveway.

STEP 6End of Week — Reviews & Analytics

Friday 5:15 PM. Review Multiplier sent automated review requests to the 18 paying customers from the week. Eleven left 5-star Google reviews — the operation now sits at 247 lifetime Google reviews. Business Analytics shows weekly close rate at 47%, average ticket at $1,260, comfort club signups at 8, and gross margin across all replacements at 49.2%. The owner texts the team a $300 weekly performance bonus through Team Communication. Saturday and Sunday his calendar is empty. Virtual Call Team handles every weekend emergency call.

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 HVAC spreadsheet. No CompanyCam 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.

How It Works With QuoteIQ

  1. Capture the call with Virtual Call Team — AI answers no-heat and no-cool calls 24/7, qualifies the lead, and dispatches to the on-call technician automatically.
  2. Measure with MapMeasure Pro — pull rooftop unit dimensions and condenser pad clearance from satellite imagery before the truck rolls.
  3. Quote with Options Estimates — present 16 SEER good, 18 SEER2 better, and 20 SEER2 inverter best on one estimate the homeowner picks from.
  4. Document with QuoteIQ Cam & Job Costing — GPS-tag every model plate, every refrigerant charge, every line of labor, with live margin visible at handoff.
  5. Retain with Invoice Subscriptions & Review Multiplier — auto-bill comfort club memberships forever and convert paid invoices into Google reviews automatically.

QuoteIQ vs. Jobber vs. Housecall Pro vs. ServiceTitan

The full feature comparison HVAC owners actually need before switching. Pricing is monthly billing — no annual discounts, no promo rates. Every claim is verified against the competitor’s published documentation as of April 2026.

FeatureQuoteIQ ProJobber Grow + CompanyCamHousecall Pro MAXServiceTitan
AI Voice CRM Control (35+ tools)✅ AI Autopilot — all plans❌ Not available❌ Not available❌ Not available
24/7 AI Call Answering (in/outbound)✅ Virtual Call Team — Elite⚠️ AI Receptionist add-on $99/mo (inbound only)⚠️ HCP Assist add-on (custom pricing)⚠️ Phones Pro (~$300–$800/mo)
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 (SEER good/better/best)✅ Options Estimates — all plans⚠️ Quote Options Beta (desktop only, Grow+)⚠️ Sales Proposal Tool (add-on or MAX)⚠️ Pricebook Pro add-on
Satellite Property Measurement✅ MapMeasure Pro included❌ No native integration⚠️ GoiLawn integration ($67–$255/mo)❌ Not available
Refrigerant & Parts Inventory✅ Elite and above⚠️ Ply integration ($13.49/user/mo)⚠️ Ply integration ($13.49/user/mo)✅ Included
Comfort Club Auto-Billing✅ Invoice Subscriptions — Pro+⚠️ Recurring jobs (manual billing)⚠️ Recurring Service Plans (MAX or add-on)✅ Included
Live GPS Tracking✅ Included (no per-vehicle fee)⚠️ Phone waypoints / FleetSharp ($29+/vehicle)⚠️ Phone GPS / dashcam $20/vehicle✅ Included
Customer Self-Scheduling 24/7✅ InstaSchedule — Elite and above⚠️ Online booking (limited)❌ No integration available❌ Not available
Dedicated Business Phone✅ ClientHub — Pro and above❌ Not natively (3rd-party VoIP)⚠️ Voice add-on (custom pricing)⚠️ Phones Pro (~$300–$800/mo)
Free Trial✅ 14 days, all plans✅ 14 days✅ 14 days❌ No free trial
Month-to-Month Contract✅ Yes — cancel anytime✅ Yes✅ Yes❌ 12+ month annual contract required
Transparent Published Pricing✅ Yes✅ Yes✅ Yes❌ Sales call required
Monthly Cost — Equivalent Stack$149.99/mo$448+/mo$750+/mo$1,800+/mo

The math is hard to argue with. To match QuoteIQ Pro’s HVAC feature set on Jobber, you stack Jobber Grow ($119/mo) plus CompanyCam ($149+/mo) plus AI Receptionist ($99/mo) plus Beeline Routes ($65+/mo) plus Ply inventory ($67/mo for 5 users) — a real-world bill of $499 or more per month, where QuoteIQ delivers more native AI for $149.99. Housecall Pro MAX plus Profit Rhino plus dashcams plus ResponsiBid reaches $750+/mo with $800 in one-time setup fees. ServiceTitan sits at $1,800+/mo with $5,000–$50,000 in upfront setup, a 12-month contract, and 3–12 months of implementation before a single technician is fully operational. Per ServiceTitan’s own BBB response, the platform is “not optimized for companies with 3 or fewer technicians.”

Managing Your HVAC Crew & Roles

A 3-truck HVAC operation has three different role profiles, and an AI-powered CRM for heating and cooling operations has to support all three without forcing the owner to buy higher tiers just to add a sales seat. QuoteIQ’s EmployeeHub assigns granular permissions per role, and there are no per-user fees on any plan within the user count.

Crew A — Premium Replacement & Install Team

Profile: Senior install lead plus journeyman plus apprentice. Handles full system replacements, ductwork modifications, ductless mini-split installs, hydronic boiler swaps, and high-efficiency furnace installs. Ticket size: $9,500–$22,000.

Crew B — Service & Maintenance Volume Team

Profile: Two service technicians running tune-ups, no-cool and no-heat diagnostics, capacitor and contactor replacements, refrigerant top-offs, blower motor swaps, and comfort club PM visits. Ticket size: $89–$1,400.

Sales / Comfort Advisor — EmployeeHub Manager Role

Profile: Dedicated comfort advisor running the in-home replacement consultations the service team can’t sell efficiently. Closes 35–50% of full-system replacement opportunities. Compensation: 7–10% of contract value.

The HVAC Growth Strategy — Three Revenue Channels

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. The contractors who break $1.5M and $3M in annual revenue all do this. QuoteIQ supports each channel with native tools and dedicated pipelines.

Channel 1 — Replacement Tier Lift via Options Estimates

Most HVAC operations close 12–18% of replacement consultations on the premium tier when they present a single bid. Options Estimates with 16 SEER good, 18 SEER2 better, and 20 SEER2 inverter best moves that number to 35–45%. On 10 system replacements per month at a $4,800 average premium delta between good and better, that is $48,000 per month in incremental contract value, or $576,000 per year in margin lift. AI Before/After previews close the inverter best tier on an additional 8–12% of consultations — another $192,000 to $288,000 annually for a 10-replacement-per-month operation. Job Costing verifies the gross margin on every install at handoff so the owner knows the lift is real, not optical.

Channel 2 — Comfort Club Recurring Revenue

The math on comfort clubs compounds harder than any other HVAC revenue line. A heating and cooling business signing 8 new memberships per month at $249 per year hits 96 new members in year one, an additional 96 in year two, and an additional 96 in year three for a third-year run rate of 288 active members at $71,712 in fully recurring revenue billed automatically via Invoice Subscriptions. Package Estimates presents the membership as a $249/year bundle the technician closes in the last 9 minutes of every PM visit. Mass SMS Campaigns 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 15–30% more efficiently — which means comfort club members renew at higher rates because they actually feel the value in their utility bill.

Channel 3 — Builder Account Pipeline Growth

New construction and major remodel HVAC accounts are the most defensible revenue line in the trade. Pipelines CRM tracks every builder relationship — initial introduction, first job submitted, deposit collected, install completed, payment cycle — with deal value visible on every stage. One mid-volume builder account doing 32 single-family homes per year at $7,800 per HVAC package is $249,600 in annual contracted revenue tracked from first contact through final invoice. Three builder accounts at that size compound to $748,800 annually with predictable cash flow and lower customer acquisition cost than any homeowner channel. The Air Conditioning Contractors of America (ACCA) reports that contractors with active builder relationships average 22% higher annual revenue than residential-only operations of the same crew size.

Every Tool an HVAC Company Needs — All Native

The full feature stack QuoteIQ delivers natively for heating and cooling — no marketplace integrations, no per-feature add-ons, no separate logins. This is the working list HVAC owners scan before deciding to switch.

And the full AI and customer-facing layer — every one of these is native to QuoteIQ and every one is 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 Integration.

“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 →
★★★★★

“From quoting to scheduling to measuring—every tool my service business needs.”

— Echevarria Roney · App Store · 5★
★★★★★

“The map measure pro function has made it very easy to close deals and accurately quote jobs.”

— Ashad Siddiqui · 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★

QuoteIQ Pricing — All 5 Plans

Five plans. Transparent. Published. No per-user fees within the plan user count. No required integrations. Every plan includes AI Autopilot, AI Estimator, AI Image Generator, Options Estimates, MapMeasure Pro, and QuoteIQ Cam from day one.

Essentials

$29.99/mo

1 user

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Beginner

$74.99/mo

2 users

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Best for HVAC

Pro

$149.99/mo

4 users

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Elite

$299/mo

7 users

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Max

$699/mo

Unlimited

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All plans include a 14-day free trial. No contracts. Cancel anytime.

Pro at $149.99/month is the sweet spot for most growing HVAC operations running 1–3 service trucks. It unlocks ClientHub texting and phone, Job Costing, Invoice Subscriptions for comfort clubs, Email + Text Automation, and QuickBooks Integration — the full operating stack. Elite at $299/month adds EmployeeHub, Inventory Tracking, InstaSchedule, InstaQuote, Virtual Call Team, Route Optimization, and Route Density Zones — the multi-truck dispatch and 24/7 emergency answering layer.

Compare those numbers against the real bill HVAC contractors pay today: Jobber Grow + CompanyCam + AI Receptionist + Beeline + Ply at $499+/month before tax, Housecall Pro MAX + Profit Rhino + dashcams + ResponsiBid at $750+/month with $800 in setup fees, or ServiceTitan at $1,800+/month with $5,000–$50,000 in upfront implementation and a 12-month annual contract you can’t escape without paying $5,000–$20,000 in early termination fees. According to the U.S. Small Business Administration’s startup cost guidance, software overhead is one of the line items where small contractors most commonly overspend in their first three years — every dollar that comes off the monthly software bill is a dollar that funds inventory, marketing, or a technician bonus instead.

Frequently Asked Questions

Does QuoteIQ offer a free trial for HVAC companies?

Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime. The trial includes full access to AI Autopilot, AI Estimator, AI Image Generator, Options Estimates, MapMeasure Pro, and QuoteIQ Cam — every native feature an HVAC company needs to evaluate the platform on a live job.

What makes QuoteIQ the AI-powered CRM for HVAC companies versus a generic field service tool?

QuoteIQ is the only field service CRM with AI Autopilot voice control across 35+ tools, AI Before/After equipment previews, AI photo-based estimating, and 24/7 Virtual Call Team for emergency dispatch — all native, on every plan. Jobber, Housecall Pro, and ServiceTitan have none of those four AI capabilities. QuoteIQ also ships HVAC-specific tools — refrigerant inventory by tank and pound, satellite rooftop measurement, comfort club Invoice Subscriptions, builder-account Pipelines CRM — that legacy platforms either lack entirely or charge extra for as add-ons.

How does QuoteIQ pricing compare to Jobber, Housecall Pro, and ServiceTitan for an HVAC company?

QuoteIQ Pro is $149.99/month for 4 users with full HVAC operating capability native. Matching that on Jobber requires Grow + CompanyCam + AI Receptionist + Ply + Beeline at $499+/month. Housecall Pro MAX + Profit Rhino + dashcams + ResponsiBid lands at $750+/month plus $800 in one-time setup. ServiceTitan is $1,800+/month plus $5,000–$50,000 setup plus a 12-month contract. QuoteIQ Elite is $299/month for 7 users. QuoteIQ Max is $699/month for unlimited users.

Can QuoteIQ handle 24/7 emergency HVAC calls?

Yes. QuoteIQ Virtual Call Team is included on Elite and above and answers every after-hours no-heat and no-cool call with AI, qualifies the lead, books the dispatch slot, and pages the on-call technician. It handles both inbound and outbound — so it also runs follow-up calls and confirmation reminders. Jobber AI Receptionist is inbound only, costs $99/month as an add-on, and does not page technicians automatically.

Does QuoteIQ track refrigerant inventory and HVAC parts?

Yes. QuoteIQ Inventory Tracking on Elite and above manages R-410A and R-32 refrigerant by pound and tank, capacitors, contactors, blower motors, run capacitors, dual-run capacitors, condenser fan motors, condensate pumps, line sets by length, filter sizes, thermostats, and every HVAC part across truck and warehouse stock. Low-stock alerts fire before a truck rolls so the technician never arrives short on materials.

Does QuoteIQ work for HVAC comfort club memberships and recurring billing?

Yes. QuoteIQ Invoice Subscriptions on Pro and above auto-bills comfort club memberships annually or monthly, forever, without manual renewals. Combined with Package Estimates for bundling 2x annual maintenance, priority dispatch, repair discounts, and filter replacements into a single $249/year offer, comfort club programs run themselves. Mass SMS Campaigns handle the seasonal startup and filter-change reminders to every active member with one click.

Can QuoteIQ replace CompanyCam for HVAC photo documentation?

Yes. QuoteIQ Cam is built natively into the platform and replaces CompanyCam entirely for HVAC documentation — model and serial plate photos, install-condition shots, refrigerant pressures, combustion analyzer readings, before-and-after of mechanical rooms — every photo is GPS-tagged, timestamped, and attached to the customer record automatically. CompanyCam costs $149+/month on top of Jobber. QuoteIQ Cam is included on every QuoteIQ plan.

Does QuoteIQ have a customer self-scheduling feature for HVAC service calls?

Yes. QuoteIQ InstaSchedule on Elite and above lets homeowners book HVAC service calls and tune-ups against your live calendar 24/7 — directly from your website, your social profiles, or your Google Business Profile. The customer picks a slot, confirms, and the appointment lands on the technician’s schedule with full automation. Jobber online booking and Housecall Pro both lack a true 24/7 self-scheduling equivalent.

How does QuoteIQ AI Autopilot help HVAC technicians in the field?

QuoteIQ AI Autopilot is voice and text control over 35+ tools. From inside an attic with both hands on a duct boot, a technician says “Quote the Henderson 3-ton heat pump replacement at 16 SEER good and 18 SEER2 better tiers and text it to her now” — Autopilot builds the Options Estimate, attaches it to the customer record, and sends the text. “Invoice today’s three completed jobs and email receipts” wraps the entire end-of-day admin in one sentence. Available on every plan starting at Essentials.

Is QuoteIQ designed for solo HVAC contractors or larger companies?

Both. Essentials at $29.99/month is built for solo operators running their own service work. Beginner at $74.99/month and Pro at $149.99/month fit 1–3 truck residential operations. Elite at $299/month handles 5–7 user multi-truck operations with full dispatch, inventory, and 24/7 Virtual Call Team. Max at $699/month is for unlimited-user operations with multiple branches. ServiceTitan, by contrast, states in its own BBB response that it is “not optimized for companies with 3 or fewer technicians” — QuoteIQ scales from 1 truck to 100.

8 Things to Take Away

  1. QuoteIQ is the AI-powered CRM for HVAC companies in 2026. Built by contractors Mike Vidan and Justin Rogers, with AI Autopilot voice control across 35+ tools native on every plan starting at $29.99/month.
  2. Voice-first CRM control. AI Autopilot handles estimating, invoicing, dispatching, follow-ups, and analytics by voice from inside an attic. No competitor matches it.
  3. 24/7 emergency answering. Virtual Call Team catches every 2 AM no-heat call, qualifies the lead, books the dispatch — inbound and outbound — included on Elite and above.
  4. Premium tier close rates 35–45%. Options Estimates on 16 SEER, 18 SEER2, and 20 SEER2 inverter pricing moves replacement closes from 12% to 45% on the better and best tiers.
  5. Photoreal equipment previews close inverter tier. AI Before/After shows the homeowner the new equipment in their mechanical room before contract signing.
  6. Comfort club auto-billing forever. Invoice Subscriptions drive 96 new members per year per technician at $249/year — $71,712 third-year run rate from one technician.
  7. $149.99 vs $448+ vs $750+ vs $1,800+. QuoteIQ Pro delivers more native AI than Jobber, Housecall Pro, and ServiceTitan combined — at 60–92% less.
  8. 14-day free trial. No contracts. Cancel anytime. Full Elite-level access during the trial — start free in under 90 seconds.

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