QuoteIQ April 2026 Update: Materials, AI CoPilot & Draft Mode

Estimates & Invoices: Materials, Sub-Items & Draft Mode

The biggest group of changes in this update lives inside estimate and invoice creation. If you build quotes every day, this is where you’ll feel the update most.

Materials on Estimates & Invoices Public Beta

Estimates and invoices now have a dedicated Materials section alongside your existing Services section. Each material entry includes a name, an optional description, quantity, unit type, and unit cost — with the total auto-calculated as you type.

This separation matters for contractors who want to show customers a clean breakdown of labor versus materials, and for internal costing when you need to track what you spent on a job versus what you charged. Materials also plug into the refreshed Inventory system (more on that below), so stock automatically deducts when the job is completed.

Sub-Items & Detailed Line Item Breakdowns

Line items on estimates now support a parent-child hierarchy. You can add sub-items beneath a parent service — for example, a “Deck Restoration” parent with sub-items for “Power Washing,” “Sanding,” “Stain Application,” and “Sealing.” Each sub-item can carry its own pricing and description, so customers see exactly what goes into the headline service line.

This solves a recurring pain point for contractors who were previously either lumping everything into one line (losing detail) or creating separate top-level services (losing the category grouping). Per BLS construction industry data, detailed quote presentation is one of the top conversion factors in home service sales.

Draft Mode with Autosave

Estimates can now be saved as drafts before they’re finalized or sent. There are two layers to how this works:

• Manual drafts — finish building an estimate but not ready to send? Save it as a draft and come back when the customer is ready.
• Autosave — QuoteIQ now continuously saves your in-progress estimate in the background. If your app closes, your phone dies, or something gets accidentally deleted, your progress is preserved. Reopen the estimate and pick up where you left off.

For anyone who’s ever lost 15 minutes of work to a dead battery in a driveway, this one’s for you.

Markup Tools for Faster Pricing Adjustments

New markup tools let you apply pricing adjustments across your estimate with a single action. You can mark up all services and materials at once using the “Mark Up All” control in the Billing Information section, or apply a markup to individual line items for more surgical pricing changes. This is especially useful for handling supply cost fluctuations, rush jobs, or standardized contractor margins.

Inline Editing, Images, and Cleaner PDFs

The estimate editing experience has been rebuilt for speed. Updates now happen inline without full-screen navigation, layouts are tighter, and the overall feel is snappier. You can also attach images directly to services and invoices — useful for showing customers what they’re paying for. And the PDFs QuoteIQ generates have been refreshed with cleaner layouts, easier-to-read item breakdowns, and material summaries alongside service lines.

Inventory System Upgrades

Inventory Management has been part of QuoteIQ for a while, but this update brings it to the next level — and ties it tightly to the new Materials feature on estimates.

Cost, Price & Margin Visibility

Each inventory product now surfaces three key numbers at a glance: your cost to acquire it, the price you charge customers, and the resulting margin. No more opening each product to calculate profitability in your head — the margin column is right there in the product list.

Materials Linked Directly to Inventory

When you add a material to an estimate or invoice, you can link it to an inventory product. Pricing and cost pull from your inventory record automatically, so you’re never quoting outdated numbers.

Automatic Inventory Deduction on Job Completion

When a job is marked complete, QuoteIQ now automatically deducts the materials used from your inventory stock levels. This eliminates the manual reconciliation step that most contractors skip entirely, keeping stock counts accurate without adding paperwork.

Inventory Analytics & Management

A new analytics layer shows inventory value tracking, usage breakdowns, and category-level views. The product management screen has also been refreshed with filters, sorting, and a mobile-optimized layout so you can manage stock from the field just as easily as from the office.

ClientHub & Communication

ClientHub Phone: Call Routing & Forwarding

The ClientHub business phone line now supports call routing and forwarding. You can configure where incoming calls go — to specific team members, external numbers, or the Virtual Call Team — based on the rules that fit how your business operates. Combined with the Virtual Call Team, this gives you full control over how incoming customer calls are handled.

Customer Portal: Photo Galleries & Shareable Links

Two major additions to the customer portal in this update:

• Photo galleries — customers can now view before-and-after photos of their jobs directly in the portal. Perfect for review requests, referral conversations, and giving customers documentation of the work.
• Shareable job links — send a customer a direct link to a specific job or document without requiring portal login or menu navigation.

Messaging & Contact Management

Messaging inside ClientHub got smarter organization and new tools for managing conversation volume. Threads are easier to find, action tools are more accessible. Contact and customer detail views have also been cleaned up.

Every Feature on Every Plan

Every feature in this update is included on all five plans at no additional cost. Annual billing saves two months. See the full pricing comparison.