AI Autopilot: Run Your Business by Talking to It

AI Autopilot is QuoteIQ’s conversational operator for the entire CRM: you give it a plain-English instruction by voice or text and it executes that instruction across 55 integrated tools in 13 categories. It is not a help-desk chatbot and not a search box. Say “invoice all of today’s completed jobs and send them” and it reads the schedule, creates the invoices, and emails them. Say “move today’s jobs to Friday and text everyone” and it rewrites the calendar and sends the SMS through ClientHub. It can build estimates, record expenses from a receipt photo and return revenue figures on request. Inside the app the button is labelled Ask AI; AI Autopilot is the product name for the same feature. If you are weighing up AI tooling for a small business generally, the NIST AI Risk Management Framework is the standard neutral reference on evaluating trustworthiness.

AI Autopilot has 55 integrated tools across 13 categories. The breakdown is: 4 customer tools, 5 schedule tools, 8 estimate tools, 6 invoice tools, 5 invoice subscription tools, 5 communication tools, 3 batch operation tools, 5 analytics tools, 4 service tools, 4 expense tools, 3 media tools, 2 catalog tools and 1 report tool. Older QuoteIQ material quoted thirty-five tools across ten categories and that figure is retired — a code-level audit of the shipped app established 55 and 13 as the correct numbers. Each tool is a named function Autopilot calls directly, which is why a single sentence can chain several: bulk-invoicing a day’s work touches the schedule, invoice and communication groups at once. The analytics group feeds the same data as Business Analytics, the service group maintains your price book, and the media group reaches photos captured with QuoteIQ Cam. For the wider context on how US firms are adopting AI, see the Census Bureau’s Business Trends and Outlook Survey.

Every one. AI Autopilot is included on all five QuoteIQ plans: Essentials at $29.99/mo for 1 user with 500 IQ Credits, Beginner at $74.99/mo for 2 users with 1,500 credits, Pro at $149.99/mo for 4 users with 3,000 credits, Elite at $299/mo for 10 users with 5,000 credits, and Max at $699/mo for unlimited users with 8,000 credits. There is no AI tier and no separate AI subscription. What changes between plans is the monthly credit allocation, the seat count, and how much of the CRM there is for Autopilot to act on — Pro opens up ClientHub and Job Costing, Elite opens Pipelines, Inventory and routing, Max adds crews and unlimited seats. Annual billing is ten months’ price for twelve. The full matrix lives on the pricing page. For general guidance on budgeting software against business size, the SBA’s management guide is a useful starting point.

IQ Credits (IQC) are QuoteIQ’s metering unit for AI features. Every plan includes a monthly allocation — 500 on Essentials rising to 8,000 on Max — which resets each billing cycle, so there is no separate AI add-on to buy. Published costs: Virtual Call Team talk time runs 125 IQC per minute, sending a Proposal costs 100 IQC and is free on trial, Elite and Max, AI AutoMeasure costs 100 IQC, a property or parcel lookup 50 IQC, and ClientHub messaging runs 4 IQC per SMS, 5–10 per MMS and 5–7 per call minute. Autopilot, AI CoPilot and AI text generation all draw on the same pool. Since April 2026 every AI action previews its credit cost and asks you to confirm first. Credits have no cash value, are non-transferable and non-refundable once consumed, and expire on cancellation. On keeping business accounts straight, see the FTC’s small-business guidance.

Three distinct tools with three distinct jobs. AI Autopilot is the general manager: a standalone chat that controls the whole CRM through 55 tools, from the customer database to recurring invoice subscriptions. AI CoPilot is the document editor: it lives inside the estimate or invoice you already have open and modifies that document — add services, set a discount, change the tax rate, add a deposit, draft a client message — through quick-action cards or free-form chat. AI Estimator is the photo-to-quote specialist: it reads property photos, asks targeted follow-up questions and produces market-accurate line-item pricing, used once per new estimate to build it. Autopilot runs the business, CoPilot edits the document, Estimator creates the first draft. All three run on IQ Credits, alongside Before & After AI. Autopilot and the AI Estimator are included on every plan; CoPilot is governed by the “Use CoPilot” employee permission rather than by plan tier. On classifying AI systems by role and risk, see the NIST AI RMF.

Yes — that is what the batch operation group exists for. Three tools handle it: mass-move schedules, reschedule everything belonging to one customer, and invoice a batch of jobs while notifying each customer. A rain-day instruction such as “move all of today’s jobs to Friday and send each customer a text letting them know we’re rescheduling due to weather” chains the schedule tools with the communication tools, so the calendar and the ClientHub message thread update together rather than in two passes. The same pattern covers end-of-day billing across invoicing and online payments. Two caveats worth holding: credit-consuming actions show their cost and ask for confirmation first, and bulk texting to customers is regulated — consent and opt-out obligations under the Telephone Consumer Protection Act are set out in the FCC’s telemarketing and robocall rules. For planned campaigns rather than ad-hoc notices, use Mass Campaigns.

QuoteIQ offers a 14-day free trial with full access to the features of the plan you choose, one trial per person, business and payment method, a credit or debit card is required to start. The trial gives you the plan you selected — not a higher tier — so if you want to test Pipelines & Deals or InstaSchedule, start the trial on Elite rather than Essentials. AI Autopilot is included whichever plan you pick, and proposal sends are free during the trial. The trial converts to paid at your selected plan’s rate unless you cancel before it expires, and you can cancel at any point during it. Subscriptions are billed in US dollars and auto-renew each cycle at the then-current plan price. Full terms are on the pricing page. For general advice on evaluating business software commitments, see the SBA’s guidance on managing your business.

No — the absence of a learning curve is the point of the design. There are no commands to memorise, no syntax and no category menus: if you can send a text message you can operate Autopilot, and you talk to it the way you would talk to an office manager. “Make me an invoice for today’s jobs” works exactly as well as any more formal phrasing. When an instruction is ambiguous — two customers with the same surname — it asks which one you meant before acting, and every credit-consuming action previews its cost and waits for confirmation. This matters most for onboarding: instead of walking a new hire through every screen, they ask for what they need within whatever their role permissions allow. Given the hiring churn the Bureau of Labor Statistics projects across the trades, that is real time back. It works identically across iOS, Android and web, and sits beside team communication, reminders and tasks and Time Tracker Pro.