Published June 2026 · Updated October 2026
QuoteIQ brings recurring route scheduling, tiered equipment estimates, satellite measurement, job photos, invoicing, and automated review requests into one mobile app built for pool and spa professionals.
QuoteIQ is the best all-in-one software for pool service companies in 2026 because it puts recurring route scheduling, tiered equipment estimates, satellite measurement, job photos, invoicing, review requests, and AI automation in one mobile app, starting at $29.99 per month. Plans scale from 1 user on Essentials to unlimited users on Max, and every plan includes a 14-day free trial.
TL;DR: QuoteIQ is an all-in-one CRM for pool service companies, starting at $29.99/month with a 14-day free trial on the plan you choose. Pool teams use Options Estimates for good-better-best equipment quotes, MapMeasure Pro for satellite measurements, QuoteIQ Cam for job photos, scheduling for weekly routes, invoicing for billing, Review Multiplier for Google reviews, and AI Autopilot to run the CRM by voice or text. Job costing starts on Pro ($149.99/month, 4 users) and inventory starts on Elite ($299/month, 10 users). The IRS sets the business mileage rate at 76 cents per mile from July 1, 2026, and OSHA covers chemical labels and safety data sheets.
Running a pool service company in 2026 means juggling weekly chemical stops, equipment repair calls, seasonal openings and closings, and a growing list of customers who expect digital estimates, digital invoices, and same-day answers. The companies winning market share are not always the ones with the most experienced technicians. They are the ones running the tightest operations, sending the most professional estimates, and following up before a competitor returns the voicemail.
Pool service software has become the operational backbone of every successful pool company, from solo route operators to multi-technician outfits handling commercial accounts. The right platform connects your route schedule, your equipment upsell quotes, your invoicing, and your review collection into one workflow that keeps running whether you are elbow-deep in a pump basket or driving between stops. If you also run cleaning-only routes, QuoteIQ has a dedicated page for pool cleaning software as well.
The IRS business mileage rate from July 1, 2026. A 30-mile route day is $22.80 in deductible mileage, which is why route density matters.
AI Autopilot can run your CRM across 13 categories of actions by voice or text, on every plan.
Less drive time with Route Optimization, available on Elite and Max plans.
Pool service is also a trade with a lot of owner-operators. The U.S. Census Bureau’s Nonemployer Statistics program tracks businesses with no paid employees by industry, which is a useful way to see how many solo competitors work in your market. The Pool & Hot Tub Alliance (PHTA) describes itself as the world’s oldest and largest association for the swimming pool, spa, and hot tub industry, and it publishes benchmarking surveys you can use to compare your own margins. And the Small Business Administration’s manage-your-business guide covers bookkeeping, payroll, and tax basics that every owner-operator ends up learning. Most pool owners are also their best technician, estimator, and office manager. That is the business QuoteIQ was built for.
QuoteIQ was founded in Savannah, Georgia in September 2022 by Co-Founders Mike Vidan and Justin Rogers, and it is now used by more than 40,000 contractors. The result is a field service CRM that handles estimates, scheduling, invoicing, online payments, job photo documentation, review collection, and AI automation in one login, so a pool company does not need three separate subscriptions and a spreadsheet to hold them together. Parts and chemical supplies can be tracked with Inventory Management on Elite and Max plans.
What separates QuoteIQ from generic scheduling apps is the depth of tools built for service contractors. Options Estimates let you present a homeowner a good, better, best equipment or service package on the spot: filter replacement plus a chlorinator upgrade, or just the standard cleaning, all in one professional proposal. MapMeasure Pro (Beginner plan and up) pulls satellite imagery of any property so you can measure pool surrounds, deck footage, or access routes before you arrive. Before & After AI generates a realistic preview of a clean pool, new equipment pad, or refurbished spa from the homeowner’s actual photo, a visual that moves a customer from “maybe next year” to a signed estimate. And AI Autopilot lets you handle CRM tasks by voice or text, such as moving today’s visits to Friday and texting every customer, while your hands are on a skimmer pole.
Every plan also includes IQ Credits that power Virtual Call Team, an AI phone team that answers inbound calls, qualifies leads, transcribes every call, and sends you a summary while you are mid-route. Calls are metered in credits (125 IQ Credits is one minute), so the number of minutes depends on your plan’s credit allocation. E-signatures make service agreements and estimates signable on-site from any phone, and the Pipelines & Deals board on Elite and Max plans tracks every equipment-upgrade lead from first contact to close, so proposals never fall through the cracks during the busy season.
Every pool service company needs tools that work at the job site: on a phone, in the sun, between stops. Here are the 12 QuoteIQ features pool and spa operators lean on most to quote faster, close bigger jobs, and collect more reviews. Each card shows the lowest plan that includes the feature, and the full plan breakdown is in the pricing section below.
Present good, better, best packages in one proposal: a basic weekly service, a premium chemical program, or a full equipment upgrade. The homeowner compares options on one screen instead of comparing contractors. For a quick repair, Quick Estimates get a price out in minutes.
Pull satellite imagery of any property to measure pool perimeter, deck footage, and access paths before the first visit. Measurements save to the customer profile and export to quotes, and with Property Street View you can see the yard before you drive out.
Five modules: Products, Locations, Suppliers, Orders, and Transactions. Track chlorine, algaecide, pH balancers, filters, and pump parts with reorder points and In Stock, Low, and Out indicators, and keep the truck as its own location. Stock is deducted when the linked invoice is paid.
Every job gets a report: Total Price minus Labor minus Expenses equals Profit, with a profit-margin bar. Labor pulls from time tracking and expenses link to the job. Example: a $380 service stop with $95 in chemicals and $70 in labor nets $215, a 56.6% margin.
Bundle pool opening, mid-season tune-up, and closing into one annual package: one proposal, one price, one signed agreement. An accepted estimate can convert into a recurring Invoice Subscription, so the season bills on schedule.
Generate a realistic “after” preview from the homeowner’s own photo in roughly 15 to 20 seconds, then attach it to any estimate type or invoice. Every generation shows its IQ Credit cost before it runs. The Before & After Photo Editor handles side-by-side job photos.
A drag-and-drop calendar with day, week, month, and employee views, color-coded by status. Move one stop in a recurring series without touching the rest. On-the-way texts (Pro and up) tell customers you are headed over, and Elite adds Route Optimization and Route Density.
Capture 4K photos and video organized by job and date, with annotations and before and after comparisons. Build inspection forms as stop checklists for chemistry readings, filter condition, and equipment notes. Unlimited cloud storage keeps proof of what you found and fixed.
Two ways to ask: an instant redirect to your review page after payment, and an email or text review-request automation with four event triggers. Destinations include Google, Facebook, Yelp, and Angi. In a trade where local trust drives new customers, a request after every paid job compounds.
Control the CRM in plain language by voice or text, with 55 integrated tools across 13 categories. Try “Invoice all of today’s completed jobs and send them” or “Move all of today’s jobs to Friday and text every customer.” AI Estimator builds a line-item quote from property photos.
An AI phone team answers inbound calls 24/7, qualifies leads, filters spam, records and transcribes every call, and sends summaries. It can also run outbound call campaigns. Usage is metered in IQ Credits at 125 credits per minute. Pair it with ClientHub for a dedicated business number.
A visual board with stage probabilities and weighted deal values (amount times probability) to forecast revenue from equipment upgrades and new-route leads. Elite runs up to 5 pipelines, and Max is unlimited.
Here is how a busy day could look for a pool company running maintenance routes and equipment calls on QuoteIQ. The prices and margins below are illustrative numbers chosen to show how the math works, not customer results.
At 7 a.m. the owner opens the route calendar: 14 recurring maintenance stops, 2 repair calls, and a pool opening, color-coded by status. Rain in the forecast? One AI Autopilot command, “Move all of today’s jobs to Friday and text every customer,” reshuffles the day. On Elite, Route Optimization sequences the stops for minimal drive time, and the Products view in Inventory Management shows shock treatment at a Low indicator, so the owner raises a supplier order from the Orders module before the truck runs short.
At each stop the technician runs the chemistry check, cleans, and documents the visit with QuoteIQ Cam: test-strip photos, filter condition, and equipment shots saved to the job by date, with an inspection form as the stop checklist. At stop seven the pump is starting to cavitate. Photos are annotated, the condition is noted, and an equipment estimate is started on the spot.
The tech pulls up MapMeasure Pro to show accurate pool dimensions and deck condition from satellite. An Options Estimate presents three tiers: pump repair at $385, pump replacement at $780, or a variable-speed upgrade package with a new controller at $1,475. Before & After AI renders a clean equipment pad from the homeowner’s own photo. The homeowner picks the full upgrade, signs with an e-signature on the phone, and uses consumer financing to spread the payment while the contractor is paid up front.
At the pool opening, the homeowner asks about moving from manual dosing to an automated chlorinator. The tech builds a Package Estimate on the spot: pool opening at $285, salt chlorinator installation at $890, and a seasonal maintenance plan at $1,200. A stop booked as a $285 opening becomes a $2,375 sale.
Job costing on Pro and up: $2,375 price − $420 labor − $578 expenses = $1,377 profit, a 58% margin.
Over lunch the owner reviews the morning’s equipment jobs against a normal maintenance stop. The numbers explain where limited tech hours should go during peak season.
Equipment calls: $3,640 revenue − $890 parts − $360 labor (4.5 hours at an $80 loaded rate) = $2,390 profit, or about $531 of profit per labor hour.
Maintenance stop: $380 − $95 chemicals − $70 labor (2 hours at $35) = $215 profit, or about $108 per labor hour.
By Friday, Review Multiplier has sent review requests to customers whose invoices were paid this week. The analytics dashboard shows revenue by service and customer, quotes sent, conversion rate, and average ticket, so next week’s schedule is built from data instead of memory.
That whole workflow (route scheduling, job documentation, equipment closes, seasonal package upsells, job costing, and review collection) runs through one login. No separate photo app, no spreadsheet for margins, and no second tool for review requests. Margin math like the example above is exactly what the free home service business calculators and the built-in Business Calculators help you sanity-check before you quote.
Use MapMeasure Pro to pull satellite measurements for each pool property, then attach them to the customer profile so deck footage and access details are on file before you arrive.
Capture chemistry readings, filter photos, and equipment condition with QuoteIQ Cam at every stop, linked straight to the customer’s job record.
Build an Options Estimate for repairs, chemical upgrades, or seasonal packages on-site, add a Before & After AI preview, and capture an e-signature before you leave the pool deck.
Send the invoice from the truck, collect payment through QuoteIQ Invoicing and online payments, and check job costing margin on every call.
Review Multiplier asks for the review right after payment or through an email or text automation, so reputation compounds without manual follow-up from the owner.
On Pro and up, the Client Portal lets customers approve estimates, view invoices, and request service from a secure link, with no app download.
Pool service companies evaluating software in 2026 usually shortlist established field service platforms such as Jobber, Housecall Pro, and ServiceTitan, plus photo tools such as CompanyCam. Plans, add-ons, user limits, and AI features on those platforms change often, so this guide does not quote their prices or feature lists. Check each vendor’s own pricing page for current numbers, then use the table below to see exactly what QuoteIQ includes and from which plan. QuoteIQ also keeps a full directory of side-by-side pages on the compare hub.
| What a pool company needs | QuoteIQ feature | Available from |
|---|---|---|
| Good, better, best equipment quotes | Options Estimates | Essentials |
| Annual service agreements | Package Estimates and Invoice Subscriptions | Essentials |
| Digital signatures on estimates | E-Signatures | Essentials |
| Photo-to-quote pricing | AI Estimator | Essentials |
| Realistic “after” previews | Before & After AI | Essentials |
| Voice and text CRM control | AI Autopilot (55 tools, 13 categories) | Essentials |
| AI call answering (credit-metered) | Virtual Call Team | Essentials, with limited minutes at lower tiers |
| Customer financing at checkout | Consumer Financing | Essentials |
| Satellite property measurement | MapMeasure Pro | Beginner |
| Job photos and inspection forms | QuoteIQ Cam | Beginner |
| Business phone and two-way texting | ClientHub | Pro |
| Per-job profit reports | Job Costing | Pro |
| Customer self-service portal | Client Portal | Pro |
| Accounting sync | QuickBooks Online integration | Pro |
| Chemical and parts inventory | Inventory Management | Elite |
| Shorter drive time between stops | Route Optimization | Elite |
| Customer self-booking | InstaSchedule and InstaQuote | Elite |
| Sales pipeline and deal forecasting | Pipelines & Deals | Elite |
| GPS time tracking and team chat | EmployeeHub | Elite |
| Crew creation and scheduling | Crews | Max |
| Automated review requests | Review Multiplier | See current plan details |
“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 of QuoteIQ · Full insights →That same-day standard matters even more in pool service, where a homeowner with a green pool on a Friday afternoon will usually book whoever answers first. Fast estimates come from Quick Estimates and Standard Estimates built from your own Price Book and calculators, and from Virtual Call Team picking up when you cannot.
Whether you run one truck or several, the right plan depends on how many people need a login and which team tools you need. Essentials is built for 1 user, Beginner for 2, Pro for 4, Elite for 10, and Max for unlimited users at a flat price. Here is how pool teams typically divide the work.
These technicians run the weekly chemical route: many stops a day, repeat customers, and the first chance to spot a failing pump or dirty filter. On Pro, scheduling assigns each stop to the right person, on-the-way texts keep customers informed, and the mobile app works the same on iOS, Android, and the web.
Installs, pump replacements, and openings are higher ticket and documentation heavy. Job costing shows margin per call, and QuoteIQ Cam archives the before and after condition of every install in the customer record.
A dedicated estimator can work every equipment lead through Pipelines & Deals on Elite. Roles and permissions control which features each user can reach, so office staff can build estimates without seeing everything else.
On Elite and Max, EmployeeHub adds GPS Location Tracking (a live team map while employees are clocked in, never after clock-out), Time Tracker Pro with GPS clock in and clock out, per-job hours, and break reports you can export to CSV, and Team Communication for one-on-one and group chats tied to jobs. QuoteIQ tracks the hours; payroll itself still runs in your existing payroll system. Max adds Crew Creation, Tracking, and Scheduling for multi-truck operations, a Sales Team Tracker with commission percentages per rep, and unlimited users.
Included on Pro at $149.99 per month, enough for an owner, an office manager, and two technicians.
Included on Elite at $299 per month, with EmployeeHub, routing, inventory, and Pipelines & Deals.
Users on Max at $699 per month, a flat price with no per-seat fees.
Pool work also moves with the seasons, so plan your team around the calendar as well as the headcount. In spring, openings and equipment checks stack up; in summer the weekly route dominates; in fall, closings and winterization take over. Build each of those as a service package in an Options Estimate so a homeowner can choose a basic opening, an opening with a full equipment inspection, or an opening with a chemical start-up kit, then schedule the accepted work on the calendar alongside the weekly stops. Photograph the equipment pad at every opening with QuoteIQ Cam so the closing visit has a baseline to compare against. On Pro and up, email and text automations can send reminders ahead of opening season, and ClientHub keeps two-way texting in the same thread as the job, which keeps a small crew organized through the seasonal rush.
The figures in this section are simple what-if calculations built from stated assumptions. Swap in your own average ticket, account count, and response rates.
The steadiest revenue in any pool company comes from locked-in annual customers who pay for a defined package: weekly cleaning, monthly equipment checks, and seasonal opening and closing. A company with 40 annual accounts at $1,800 per year produces $72,000 in recurring revenue before a single equipment call is booked, and 80 accounts produce $144,000. QuoteIQ’s Invoice Subscriptions bill those accounts on schedule, and automated payment reminders in Invoicing chase late balances so the owner is not sending texts from the driveway. Customers can pay by card, ACH bank transfer, Apple Pay, or Google Pay through online payments.
Every weekly stop is a discovery opportunity. A tech who documents filter wear, pump age, or heater problems with QuoteIQ Cam, then presents an Options Estimate with a Before & After AI preview, gives the homeowner something concrete to approve instead of a verbal guess. At an average upgrade of $1,200, closing 15 upgrades in a season adds $18,000, and 25 closes add $30,000. For larger tickets, send the estimate as a branded Proposal with your photo gallery and customer reviews (100 IQ Credits per send, and free on trial, Elite, and Max), and offer consumer financing so the monthly payment is easier to say yes to. Run job costing on the result so you know the real margin, not the hoped-for one.
Pool customers choose locally and on trust. A company with 85 recent reviews at 4.8 stars usually looks safer than one with 12. Here is the what-if: a route of 80 recurring accounts, asked for a review once a quarter, generates about 27 requests a month (80 ÷ 3). At an assumed 20% response rate, that is about 5 new reviews a month, or roughly 64 a year, without a manual follow-up. Review Multiplier handles the asking after payment or through an email or text automation. If one new recurring customer from organic search is worth $1,800 a year, a handful of extra inbound calls pays for the software at any plan level.
Recurring revenue from 40 annual accounts at $1,800 per year, before any equipment calls.
Added by 15 equipment upgrades a season at an average ticket of $1,200.
New reviews from 80 accounts asked quarterly at an assumed 20% response rate.
Many pool companies start by consolidating scheduling, photos, estimating, and review requests from separate tools into one login. From the first call handled by Virtual Call Team to the signed seasonal agreement from a Package Estimate, the payment collected through QuoteIQ Invoicing, and the review request from Review Multiplier, every step lives in the same place. Add MapMeasure Pro for pre-visit property data, QuoteIQ Cam for stop documentation, expense tracking for receipts, job costing for real margins, AI Autopilot for voice-driven CRM tasks, ClientHub for two-way customer messaging, Pipelines & Deals for equipment leads, InstaSchedule for customer self-booking, and business analytics for route-level revenue data. The mobile app and the web app have full parity, so the office and the truck see the same thing.
QuoteIQ prices by team size, and every plan includes AI tools and a monthly allotment of IQ Credits. Each AI action shows its credit cost before it runs, so there are no surprise draws. Here is what each plan adds for a pool company.
Estimates (including Options and Package types), invoicing, scheduling, e-signatures, and the full AI suite for a solo technician.
Adds MapMeasure Pro, QuoteIQ Cam, expense tracking, and advanced analytics for an owner plus one technician.
Adds ClientHub, automations, on-the-way texts, Client Portal, Job Costing, and QuickBooks Online.
Adds Inventory, Route Optimization, EmployeeHub, InstaQuote, InstaSchedule, Pipelines & Deals, and mass campaigns.
Adds crew scheduling, Sales Team Tracker, priority support, the AI Website Builder, and 4 additional businesses.
| Plan | Monthly | Annual (2 months free) | Users |
|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 |
| Beginner | $74.99 | $749.99 | 2 |
| Pro | $149.99 | $1,499.99 | 4 |
| Elite | $299 | $2,990 | 10 |
| Max | $699 | $6,990 | Unlimited |
Every plan includes a 14-day free trial with full access to the features of the plan you choose. For most growing pool service companies, meaning one to four people running weekly routes and occasional equipment jobs, Pro at $149.99 per month is the right starting point. It unlocks job costing, ClientHub business phone, the Client Portal, and QuickBooks Online sync on top of everything in Beginner. If you track chemical and parts inventory, want route optimization, or need GPS time tracking for a larger team, Elite is the plan to look at. See the full pricing page for details, and if you would rather have help getting set up, Done-For-You setup is a one-time service at $299.99 or $999.99, depending on the tier.
Because competing platforms change plans, add-ons, and trial terms often, compare the numbers on each vendor’s own pricing page on the day you decide. A fair comparison counts every user you need, every add-on you would buy, and every separate app that QuoteIQ would replace.
One of the most common reasons pool service companies stay on outdated software is fear of disruption during a busy season. Importing a customer list, rebuilding a route schedule, and retraining technicians all feel like operational risks, especially in spring when the phone is ringing for openings.
QuoteIQ is built to make the move manageable. AI Smart Import takes a CSV export from your current system (Jobber, Housecall Pro, ServiceTitan, or any other CRM) and maps the columns for you, and you can also bring in contacts from your phone. Your services, chemicals, and equipment go into the price book once and then flow into every estimate. Recurring route stops are rebuilt in the scheduling calendar, and because the mobile app and web app have full parity, technicians can work from the phone they already carry. If you want a hand, Done-For-You setup is available as a one-time service. You can also run the 14-day free trial on a few real stops before you move the whole route.
The bigger question is how much revenue slips away while the old system stays in place. As a what-if, if faster estimates and better follow-up lifted a $180,000-a-year pool company’s revenue by just 5%, that is $9,000 a year. Pro billed monthly costs $1,799.88 a year ($149.99 × 12), or $1,499.99 billed annually. Run your own numbers with the home service business calculators and decide with real figures.
More pool-specific resources live on QuoteIQ’s pool service software page, its pool service FAQ, and the pool cleaning software page, and the compare hub lists side-by-side pages for other platforms.
QuoteIQ is the best all-in-one software for pool service companies in 2026, starting at $29.99 per month for one user and scaling to unlimited users on the $699 Max plan. It combines recurring route scheduling, Options Estimates for good, better, best equipment quotes, MapMeasure Pro satellite measurement, QuoteIQ Cam job photos, invoicing with online payments, Review Multiplier, and AI Autopilot with 55 tools across 13 categories. More than 40,000 contractors use QuoteIQ, and the app holds a 4.7-star rating across 4,103 reviews. Because the platform is built for home service contractors, a pool company also gets pool-specific guidance instead of a generic scheduler. Owner-operators can pair any software choice with the SBA’s manage-your-business guide to cover bookkeeping, payroll, and tax basics.
Pool service software on QuoteIQ costs $29.99 per month for Essentials (1 user), $74.99 for Beginner (2 users), $149.99 for Pro (4 users), $299 for Elite (10 users), and $699 for Max (unlimited users). Billing annually is ten times the monthly price, so Pro is $1,499.99 per year and Elite is $2,990. Most growing pool companies start on Pro because it adds Job Costing, ClientHub, on-the-way texts, and the Client Portal, while Elite adds inventory, route optimization, and EmployeeHub. A one-time Done-For-You setup is available at $299.99 or $999.99, depending on the tier. Plans are month-to-month, so you can move up a tier as your route grows. See the full pricing page for current details. Competing vendors change plans often, so compare on each vendor’s own site, and use the SBA’s manage-your-business guide to budget for software alongside payroll and taxes.
Yes. Every QuoteIQ plan includes a 14-day free trial with full access to the features of the plan you choose, so a pool company can test Options Estimates, scheduling, invoicing, and the AI tools on the plan that matches its team size. Choose Pro and you can also try Job Costing and ClientHub; choose Elite and you can try Inventory Management and Route Optimization. There is one free trial per person, business, and payment method, and the trial converts to a paid plan at the selected plan’s rate unless you cancel before it ends. A credit or debit card is required to start. To get the most from 14 days, import your customers, build your price book, set up a few recurring routes, and send at least one real estimate. The SBA’s manage-your-business guide is a useful checklist for the bookkeeping side of a new system.
QuoteIQ’s Inventory Management tracks chemical and parts inventory on the Elite plan ($299 per month, 10 users) and the Max plan ($699 per month, unlimited users). It uses five modules: Products (SKU, category, unit, cost, reorder point), Locations (shop, truck, job site), Suppliers, Orders (Draft, Confirmed, Received), and Transactions (receipts, returns, issued, damaged, loss, adjustments). Chlorine, algaecide, pH balancers, filters, and pump parts can each be a product with a cost, customer price, and visible margin, and In Stock, Low, and Out indicators show what the truck needs. Materials on estimates and invoices link to products, and stock is deducted when the invoice is paid, not when the job is marked complete (a deposit does not count as paid). Pair it with Job Costing and expense tracking to see true cost per stop. Chemical handling carries safety duties too: OSHA’s Hazard Communication Standard covers labels and safety data sheets, and the CDC’s Model Aquatic Health Code offers voluntary guidance on pool safety.
Pool companies close more equipment upgrades by showing the homeowner proof and choices on the spot. Document the problem with QuoteIQ Cam photos, then build an Options Estimate with three tiers, for example pump repair at $385, pump replacement at $780, and a variable-speed upgrade package at $1,475 (illustrative prices). Add a Before & After AI preview made from the customer’s own photo, capture an e-signature on the phone, and offer consumer financing, which is available on every plan and pays the contractor up front. MapMeasure Pro helps when the upgrade involves deck or surround work, and Pipelines & Deals on Elite keeps every open proposal in front of you so none go quiet. Review your margin with Job Costing before you quote, and compare your average ticket with peers using the benchmarking surveys listed on the PHTA research page.
The best way to schedule weekly pool routes is to build each customer as a recurring stop on one calendar, then use routing tools to cluster and sequence the stops, which can cut drive time by 15 to 30 percent on QuoteIQ’s Elite and Max plans. QuoteIQ’s scheduling calendar supports drag-and-drop day, week, month, and employee views, lets you move a single stop in a recurring series without touching the rest, and sends on-the-way texts on Pro and up. On Elite and Max, Route Density shows where your work clusters and Route Optimization sequences the day’s stops. Fewer miles matter: the IRS standard mileage rate for business is 76 cents per mile from July 1, 2026, so 30 fewer miles a day is $22.80 less cost per day. Add ClientHub texting to keep customers informed, and let new customers book open slots on your real calendar with InstaSchedule.
Pool service companies get more Google reviews by asking every customer at the moment they are happiest: right after a paid invoice. QuoteIQ’s Review Multiplier does that two ways, with an instant redirect to your review page after payment and an email or text review-request automation with 4 event triggers. Destinations include Google, Facebook, Yelp, and Angi. Build the habit into your invoicing flow, then use email and text automations on Pro and up to follow up with customers who have not responded. As a what-if, an 80-account route asked once a quarter produces about 27 requests a month, and a 20% response rate would yield roughly 64 reviews a year. Attach a QuoteIQ Cam photo to the follow-up message and customers have something specific to mention, and use ClientHub to reply fast. The SBA’s manage-your-business guide includes a marketing section for building a broader plan around reviews.
Yes. QuoteIQ supports 1 user on Essentials, 2 on Beginner, 4 on Pro, 10 on Elite, and unlimited users on Max, so a pool company can grow from a solo route to a multi-truck operation without changing platforms. Pro adds person-to-job assignment through scheduling, while Elite adds EmployeeHub with GPS location tracking while clocked in, Time Tracker Pro clock in and clock out with per-job hours, and Team Communication. Max adds crew creation and scheduling, a Sales Team Tracker, and priority support. Roles and permissions control what each user can see. QuoteIQ tracks hours but does not run payroll, so export time reports to your payroll system. A company running three to ten technicians fits comfortably inside Elite’s 10-user cap, and anything larger moves to Max. If you hire technicians, remember that employers must train workers on chemical hazards under OSHA’s Hazard Communication Standard.
MapMeasure Pro (Beginner and up) pulls satellite property measurements before you arrive, so pool dimensions and deck footage are on file before the first visit.
Options Estimates put good, better, best service and equipment tiers in every proposal, on every plan.
Before & After AI turns the homeowner’s own photo into a realistic preview of the finished equipment pad, in roughly 15 to 20 seconds.
Inventory Management (Elite and up) tracks chemicals and parts across shop and truck, and deducts stock when the invoice is paid.
Virtual Call Team answers calls while you are on route, qualifies leads, transcribes every call, and sends summaries, metered in IQ Credits at 125 per minute.
Review Multiplier asks for reviews right after payment or through an email or text automation, so reputation grows without manual follow-up.
Job costing (Pro and up) shows real profit on every stop and equipment call: price minus labor minus expenses.
Pricing starts at $29.99 per month, Pro is $149.99 for 4 users, Elite is $299 for 10 users, and Max is $699 for unlimited users. Compare competitors on their own pricing pages.
Watch the “What Is QuoteIQ?” overview to see how estimates, scheduling, invoicing, photos, and AI fit together before you start your trial.
Watch Video →
Create your account, compare plans on the pricing page, and choose the plan that matches your team: Essentials for one user, Beginner for two, Pro for four, Elite for ten, or Max for unlimited users. Your 14-day free trial includes full access to the features of the plan you choose.
Bring your customer list in with AI Smart Import from a CSV, or import contacts from your phone, then add your services, chemicals, and equipment to the price book so estimates take seconds. Prefer help? Done-For-You setup is a one-time service at $299.99 or $999.99, depending on the tier.
Create each weekly stop as a recurring visit in the scheduling calendar, assign it to a technician, and turn on on-the-way texts (Pro and up) so customers know when you are coming. Elite and Max users can then run Route Optimization to sequence the day.
Build an Options Estimate for an equipment upgrade or seasonal package, send it for e-signature from your phone, and set up Review Multiplier so a review request follows every paid invoice.
Mike Vidan
Co-Founder of QuoteIQ
Mike shares practical guidance on pricing, close rates, customer acquisition, and running a profitable service business. Read his full insights or watch his YouTube channel.
Justin Rogers
Co-Founder of QuoteIQ
Justin is a serial entrepreneur who writes about business systems, software ROI, and scaling a service company. Read his full insights or watch his YouTube channel.
“Around $75,000 to $100,000 in annual revenue is where the invisible cost of manual management typically starts exceeding what software would cost.”
— Justin Rogers, Co-Founder of QuoteIQ · Full insights →★★★★★
“A very good all-in-one tool to use for any small business and definitely for the service industry. Being able to make quick estimates for customers that look professional and clearly list out the services and fees while also being able to attach files/images to the invoice makes it easy to protect both the property owner and the service provider. This tool has definitely helped my business grow.”
— Michael Roberts · Google Play · 5★ · October 2022
★★★★★
“I’m on my second year of business and have been using QuoteIQ for 4 months. It has been great for me. It reduces the time required by me to manage customer information, quoting, scheduling, and invoicing. It streamlined a lot of my processes to help grow my business.”
— Terry Hinson · Google Play · 5★ · July 2023
★★★★★
“Last time, I started a business, keeping track of my expenses, customers, payments, upcoming jobs, and scheduling was a pain, and it was spread over 4 different apps. Everything I need is in one place now, and the value you get with the affordable subscription upgrades is immeasurable compared to the time you save.”
— Brandon Kingston · Google Play · 5★ · May 2023
Start your free trial and see how QuoteIQ handles estimates, routes, photos, invoices, and reviews in one app, or book a live demo and walk through your own route with the team.
14-day free trial with full access to the features of the plan you choose.
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
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.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
