QuoteIQ

2026 Buyer’s Guide

Best CRM For Small Businesses: QuoteIQ Leads in 2026

The best CRM for small businesses in 2026 is the one that replaces five subscriptions with one login. QuoteIQ puts quoting, invoicing, scheduling, payments, customer records and AI in a single platform built by home service contractors — five plans from $29.99/month to $699/month.

Quick Answer

QuoteIQ is the best CRM for small businesses in 2026 if you sell work on-site. It bundles estimating, invoicing, scheduling, online payments and a full customer database into five plans — Essentials $29.99, Beginner $74.99, Pro $149.99, Elite $299 and Max $699 per month — with every plan carrying AI tools and a 14-day free trial of the plan you pick. More than 40,000 contractors use it, and it holds a 4.7-star average across 4,103 reviews.

TL;DR: The best CRM for a small business is judged on total cost, not sticker price. QuoteIQ charges one flat plan fee that already includes satellite property measurement, photo documentation, two-way calling and texting, email and text automations, job costing, analytics and AI Autopilot — capabilities that are frequently sold as separate line items elsewhere. Plans run $29.99 to $699 per month, annual billing costs ten months for twelve, and the trial is 14 days on whichever plan you choose. Before you buy anything, price your own jobs with a free cost calculator, then read the SBA’s guide to managing a business and the IRS small business recordkeeping rules your CRM has to satisfy.

40,000+
Contractors
4.7 ★
Average Rating
4,103
Reviews
50+
Industries Served
The Evaluation Framework

What Makes the Best CRM For Small Businesses?

Most “best CRM for small businesses” lists rank software by feature count. That is the wrong test for a business with fewer than twenty people. A small business owner is the salesperson, the scheduler, the bookkeeper and often the crew lead, so the correct test is how many separate tools the platform retires and how quickly a non-technical person can run the whole day inside it.

These are the eight criteria that actually separate a CRM that gets used from a CRM that gets abandoned in month three. Score any platform you are considering — including QuoteIQ — against all eight before you enter a card number.

  1. One platform, not a stack. Quoting, invoicing, scheduling and payments must live in the same database. If your estimate cannot become an invoice in one tap, you have bought two products with a bridge between them.
  2. Honest, published pricing. You should be able to read the full price ladder on a public page. QuoteIQ publishes all five tiers on its pricing page, from Essentials to Max.
  3. Real mobile parity. The phone version cannot be a viewer. Full iOS, Android and web parity is the baseline in 2026, because the quote gets written in a driveway.
  4. Payment collection built in. Cards, ACH, Apple Pay and Google Pay should be part of the invoice, not a separate merchant relationship you assemble yourself. See online payments.
  5. Automation you can configure without a consultant. Follow-ups, reminders and review requests need to be describable in plain language — see email and text automations.
  6. Numbers that close the loop. A CRM that captures revenue but not expenses and labor cannot tell you which jobs are profitable.
  7. Room to grow without a migration. Adding your fourth or tenth user should be a plan change, not a re-platform. QuoteIQ scales from one seat to unlimited users inside the same account.
  8. Your data stays yours. One-click data export on every plan, so the exit door is never locked.
649,300

Construction and extraction occupations are projected to see roughly 649,300 job openings per year on average from 2024 to 2034, according to the U.S. Bureau of Labor Statistics. Labor is the constraint in the trades — which is exactly why the best CRM for small businesses is the one that removes admin hours rather than adding a new system to babysit.

Why “All-In-One” Is the Whole Ballgame

Fragmented software is the tax most small businesses do not see on their P&L. A quoting app here, a scheduling app there, a separate texting number, a standalone review tool, a photo app the crew uses on their personal phones. Each one is defensible in isolation. Together they produce duplicate customer records, missed handoffs and a monthly bill nobody has audited in a year.

QuoteIQ’s answer is a single record that travels: the customer profile holds the estimate, the scheduled visit, the job photos, the invoice, the payment and every text and call from ClientHub. Nothing is re-keyed, because nothing ever leaves the system. That is the practical definition of all-in-one, and it is the single largest reason contractors switch.

Sell

Four Estimate Types

Standard, Quick, Options and Package estimates, with photos, terms, deposits, markup controls and one-tap conversion to an invoice.

Bill

Invoicing & Payments

Cards, ACH bank transfer, Apple Pay and Google Pay online, plus cash and check recorded in-app. Recurring invoice subscriptions handle contract work.

Plan

Scheduling & Calendar

Drag-and-drop day, week, month and employee-timeline views, colour-coded by status, with automated appointment reminders. See scheduling.

Track

Customer Database

Every contact, service history, note, document and conversation in one profile — with mass contact import via AI Smart Import.

Talk

ClientHub

A dedicated business number with two-way calling and texting inside the app, synced across phone, tablet and desktop, saved to the customer profile.

Grow

Review Multiplier

Review Multiplier runs an instant post-payment redirect to your review page plus an email and SMS review-request automation with four event triggers.

The Case For QuoteIQ

Why QuoteIQ Is the Best CRM For Small Businesses in 2026

QuoteIQ LLC was founded on September 21, 2022 in Savannah, Georgia by Co-Founders Mike Vidan and Justin Rogers, both working contractors before they were software founders. That origin explains the product’s priorities: the fastest path in the app is always quote, schedule, do the work, get paid. Reporting and configuration sit behind that path rather than in front of it.

It also explains what the platform refuses to do. There are no per-user fees layered on top of a plan, no mandatory third-party integrations to make core workflows function, and no feature that only exists in a sales deck. Everything described on this page is shipped and reachable inside the app today.

Transparent, Published Pricing — All Five Tiers

The best CRM for small businesses publishes its whole price ladder. QuoteIQ has five plans. Annual billing is priced at ten months for twelve, so an annual plan costs exactly ten times the monthly rate. Every plan includes a monthly allowance of IQ Credits, the in-app currency that powers the AI tools, and every plan carries a 14-day free trial of the plan you select.

PlanMonthlyAnnualUsersIQ Credits / moBuilt for
Essentials$29.99$299.991500Solo operators who need quoting, invoicing, scheduling and payments
Beginner$74.99$749.9921,500Owner plus a helper, adding measurement, photo docs and expenses
Pro$149.99$1,499.9943,000Small crews needing ClientHub, automations, portal and job costing
Elite$299$2,990105,000Multi-crew operations wanting self-booking, pipelines and routing
Max$699$6,990Unlimited8,000Larger teams and multi-company owners needing unlimited seats

Two paid extras exist and are worth knowing about before you plan a budget. The AI Website Builder is $34.99 per month and is included at no extra cost on Max. Done-For-You onboarding — contact import, price book setup and a one-on-one session — comes in two tiers at $299.99 and $999.99. Additional businesses are a paid add-on, with four included on Max.

$29.99

The entry price for a complete quoting, invoicing, scheduling and payment platform with AI included. The ladder runs to $699 for unlimited users — a 23× spread that lets a one-truck operation and a twenty-person company sit on the same product. Compare where you land using the home service business calculators before you choose a tier.

IQ Credits, Explained Plainly

Every plan includes IQ Credits each month — 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max. They reset each billing cycle and there is no separate AI subscription to buy. Credits are consumed by specific AI actions: sending a proposal costs 100 credits (free on trial, Elite and Max), an AI AutoMeasure costs 100, a property lookup costs 50, and one minute of the AI Virtual Call Team costs 125. Text generation and autocomplete are low-cost by comparison, typically a few hundred credits a month for a working team.

Since April 2026 the app previews the credit cost of every AI action and asks for confirmation before it runs, so there are no surprise draws. Credits have no cash value, are non-transferable and non-refundable once purchased or consumed, and expire without value if you cancel. Optional top-up packs exist, but the core CRM never requires them — you can run the entire platform without spending a single credit.

125

IQ Credits buy one minute of AI phone answering through the Virtual Call Team. Because the allowance is finite, call answering is minute-limited at the lower tiers — an honest constraint worth planning around if inbound calls are your main lead source. The team qualifies leads, filters spam, records and transcribes every call, and sends you a summary.

Plan Inclusion

What You Actually Get on Each QuoteIQ Plan

Feature lists are only useful if they are accurate about which tier ships what. Here is the honest breakdown, tier by tier, so you can buy the plan you need rather than the plan a comparison chart pushed you toward.

Essentials — $29.99/mo, 1 user

Everything required to run a one-person business: all four estimate types, invoicing with recurring subscriptions, a price book, scheduling and calendar, the customer database with mass import, e-signatures so customers sign on their phone, tips on invoices, tax tracking, business calculators, basic analytics and data export. Consumer financing and the full AI toolset are here too — they are not upsells.

Beginner — $74.99/mo, 2 users

Adds the field-work layer: MapMeasure Pro for satellite measurement inside estimate creation, Property Street View, Zillow Quick Access, QuoteIQ Cam with unlimited 4K photo and video storage, expense tracking, contract attachments, mass invoicing, advanced business analytics and custom branding.

Pro — $149.99/mo, 4 users

The recommended tier for a real crew. Adds ClientHub with a dedicated business number, email and text automations, on-the-way texts, website contact forms, the Client Portal, job costing, the hourly rate calculator and the QuickBooks Online integration.

Elite — $299/mo, 10 users

Adds the growth machinery: InstaQuote customer self-quoting, InstaSchedule 24/7 self-booking against real availability, Pipelines & Deals (up to five pipelines), mass text and email campaigns, inventory management, route optimization, route density, and EmployeeHub with GPS location tracking, Time Tracker Pro and team communication.

Max — $699/mo, unlimited users

Adds unlimited seats at a flat price, the Sales Team Tracker with per-rep commission percentages, crew creation, tracking and scheduling, the AI Website Builder at no extra charge, four additional businesses, and priority support. Unlimited pipelines instead of five, and one shared IQ Credit pool across sub-companies.

15–30%

The drive-time reduction route optimization delivers by sequencing a day’s stops for minimum travel, accounting for appointment windows and job duration and recalculating when a job is added late. Route density is the companion tool: it shows you where work clusters so you can plan the zone, while optimization decides the order within it.

Under The Hood

Essential Features of the Best CRM For Small Businesses

Measurement: Quote Without the Site Visit

MapMeasure Pro measures a property from satellite imagery inside estimate creation — square footage, roof dimensions, lawns, driveways, decks and fences — with drawing tools for irregular shapes. Measurements save to the customer profile and export straight into the quote, and a screenshot attaches to the estimate as visual proof of the scope you priced. Roof segments are auto-detected with colour-coded pitch, and since August 2026 you can scroll back through years of historical aerial imagery for a property, which matters when a customer disputes what was there before.

For a solo operator this is the difference between four quotes a day and twelve. Pair it with a trade calculator — the lawn care cost calculator, pressure washing cost calculator, painting cost calculator or gutter cleaning cost calculator — and you can price a job from the truck before the lead cools.

The AI Suite: Three Distinct Tools

Marketing copy tends to blur AI features together. QuoteIQ’s three are genuinely different jobs. AI Autopilot is the general manager — conversational control of the whole CRM by voice or text, with 55 integrated tools across 13 categories. Real commands include moving all of today’s jobs to Friday and texting every affected customer, or invoicing all of today’s completed jobs and sending them. Inside the app the interface is labelled “Ask AI”; it is the same feature.

AI Estimator is the photo-to-quote specialist: it reads property photos, asks targeted follow-up questions and produces market-accurate line-item pricing for your area, used once per new estimate. AI CoPilot is the in-document editor that lives inside estimate and invoice creation — adding services, setting discounts, changing tax, drafting client messages and adding deposits through quick-action cards or free-form chat.

Around those three sit Before & After AI, which generates a realistic “after” preview from the actual property photo in roughly 15 to 20 seconds and attaches it to any estimate, the AI text generator for one-tap professional messages, AI auto-reply, and AI Smart Import, which maps a CSV out of another CRM automatically.

55

Integrated tools across 13 categories inside AI Autopilot — meaning the assistant can actually change your schedule, send your invoices and message your customers rather than just answering questions about them. Ask AI Reports and the IQ Terminal, added in July 2026, extend the same conversational approach to reporting.

Getting Paid, and Knowing What You Kept

Customers pay invoices by credit or debit card, ACH bank transfer, Apple Pay or Google Pay online, and cash and cheque are recorded manually in the app. Checkout is embedded on the page rather than bouncing the customer to a third-party redirect. Payment reminders are automated with customizable timing, Net 15/30/60/90 terms are supported, and partial payments and deposits are handled natively. Contract work runs on recurring invoice subscriptions with full discount, tax, fee and deposit maths.

Consumer financing ships on every plan including the trial. Affirm covers up to $30,000 per job over 3 to 36 months, Klarna offers Pay-in-4 and Pay-in-30, and Afterpay handles Pay-in-4 to roughly $4,000. The customer applies at checkout in about thirty seconds for an instant decision, you are paid in full upfront, and the provider carries collections and default risk. For a small business quoting a $12,000 roof or a $6,000 driveway, that is the difference between a signed job and a “let me think about it.”

On the other side of the ledger, job costing gives every job a report tab: total price minus labour minus expenses equals profit, with a margin bar. Labour pulls automatically from time tracking at each employee’s hourly rate, and tracked expenses link to the job. This is the number most small businesses never see, and it is the reason the contractor invoice template and handyman invoice template are only a starting point — a template records the sale, job costing tells you whether the sale was worth making.

$30,000

The per-job ceiling on Affirm financing offered through QuoteIQ, available on every plan including the free trial and independent of which payment processor your account runs on. Financing is not a growth-plan upsell here — a solo operator on Essentials can offer it on the first estimate they send.

Documentation, Communication and Reputation

QuoteIQ Cam handles in-app capture or camera-roll upload, organized by job and date, with before-and-after comparisons, annotations, custom inspection forms with customizable PDF sections, job reports, shareable galleries and unlimited 4K cloud storage. The before and after photo editor turns that documentation into marketing without a second app.

Communication runs through ClientHub — a dedicated business number with two-way calling and texting from phone, tablet or computer, every message saved to the customer profile, with call routing and forwarding by time of day, caller or availability. The Client Portal gives each customer a branded, no-download link where they can view and approve estimates, pay invoices, see appointments and inspections, submit service requests and leave a review.

Reputation is handled by Review Multiplier, which ships both mechanics: an instant post-payment redirect to your review page and a full email and SMS review-request automation with four event triggers, pointing at Google Business Profile, Facebook, Yelp and Angi. One caution worth stating plainly — the FTC’s Rule on the Use of Consumer Reviews and Testimonials, effective October 21, 2024, prohibits incentivizing reviews conditioned on a particular sentiment. Ask every customer, not only the happy ones.

Team, Inventory and the Field

EmployeeHub covers live GPS location tracking while employees are clocked in — the map pauses on breaks, stops at clock-out, and never shows a clocked-out employee — plus Time Tracker Pro for GPS clock in and out with per-job hours, break durations in reports and CSV, admin-only manual adjustments and a full edit history. Roles and permissions received a full overhaul in August 2026, with calendar permissions properly separated.

Two honest limits: there is no automatic overtime calculation, and there is no native payroll — hours export to whatever payroll system you already run. That is worth knowing before you plan a switch, and it is the sort of thing that belongs in a buyer’s guide rather than a sales page.

Inventory management covers products with SKU, category, unit, cost and reorder points, plus locations, suppliers, orders and a full transaction log. Materials on estimates link to products so pricing stays current. One mechanic to understand: stock deducts when the invoice is paid, not when a job is marked complete, and a deposit does not count as paid.

For sales-led businesses, Pipelines & Deals provides Kanban and list views, stages with close-probability percentages, weighted forecasting where value equals amount times probability, six-metric analytics, multi-assignee deals and internal notes kept separate from customer-visible content. Elite runs up to five pipelines; Max is unlimited.

Who It Is Built For

Industries Using QuoteIQ as Their Best CRM

A general-purpose CRM asks you to bend your trade to fit its object model. A trade-shaped CRM already knows what a service visit, a measured surface and a crew day are. QuoteIQ ships dedicated pages and workflows for more than fifty home service categories — the full industries directory lists them all.

Exterior

Pressure Washing

Surface measurement, before-and-after documentation and downstream injector maths. See pressure washing software and the cost calculator.

Recurring

Lawn Care

Recurring service automation, route optimization and property measurement. See lawn care software and the lawn care calculator.

Project

Painting

Room-by-room options estimates, multi-day scheduling and paint calculators. See painting software.

Service Call

HVAC

Service call management, maintenance agreements via recurring invoices. See HVAC software and the HVAC cost calculator.

Emergency

Plumbing

Fast quotes on-site, parts tracking and customer communication. See plumbing software.

Licensed

Electrical

Licence numbers on PDFs, inspection forms and job costing. See electrician software and the electrical invoice template.

High Ticket

Roofing

Roof dimensions and pitch from aerial imagery, financing at the door. See roofing software.

Route Based

Window Cleaning

Route density planning and repeat-visit scheduling. See window cleaning software.

Seasonal

Holiday Lighting

Install and removal scheduling on one job, roofline measurement. See holiday lighting software and the install cost calculator.

The same platform serves house cleaning, pest control, handyman services, landscaping, tree care, concrete, snow removal, pool service, garage doors, remodeling and general contracting. Trade-specific pricing tools help before you ever open a CRM: the concrete, fence, deck, flooring, drywall, carpet cleaning, pest control, house cleaning, tree removal and junk removal calculators are all free and require no account.

Buying Process

How to Choose the Best CRM For Small Businesses in 2026

Step 1: Write Down the Five Tools You Want to Cancel

Not the features you want — the subscriptions you want to stop paying. That list is the real requirements document, and it makes the total-cost comparison honest. If a CRM cannot retire at least three of the five, the switch is not worth the disruption. The SBA’s business planning guidance is a useful frame for thinking about operating costs this way.

Step 2: Price the Whole Ladder, Not the Entry Tier

Look at where you will be in eighteen months, not where you are today. A platform that is cheap at one seat and punitive at five is a trap. Check the full price ladder and note what changes when you add a fourth or eleventh person. If you are cross-shopping enterprise platforms, our pricing calculator is a neutral way to model seat growth.

Step 3: Test With Real Jobs, Not Demo Data

Run the trial on live work for a full week: import your contacts with AI Smart Import, build your real price book, send actual quotes, collect an actual payment. Demo data hides every friction point that matters. The trial gives you 14 days on the plan you selected, so pick the tier you would actually buy.

Step 4: Check the Exits Before You Commit

Confirm you can leave. QuoteIQ includes data export on every plan and customers own their data outright. This also matters for compliance: the IRS expects small businesses to keep records that clearly show income and expenses, and electronic records carry the same requirements as paper ones.

Step 5: Judge Support Before You Need It

Message support during the trial and time the reply. QuoteIQ provides a Help Center, video tutorials and live support on every plan, with priority support and a dedicated contact on Max. You can also reach the team by text at (912) 913-7154 or by email at support@quoteiq.io.

Oct 2024

The FTC’s consumer reviews rule took effect on October 21, 2024 and carries civil penalties for knowing violations. If review generation is part of your CRM plan — and it should be — make sure your process asks every customer rather than only the ones you expect to be happy. The SBA’s marketing and sales guidance covers the basics of compliant promotion.

How QuoteIQ Sits Alongside the Alternatives

There are other credible platforms in this category, and a buyer’s guide that pretends otherwise is not worth reading. Housecall Pro and ServiceTitan both serve home service businesses and both have shipped AI capabilities of their own. Their plans, seat rules and trial terms change often, so check their pricing pages directly rather than trusting any third-party chart — including this one — for their numbers.

Where QuoteIQ differentiates is scope-per-dollar at the small end of the market and the absence of per-user fees inside a plan. If you want a structured feature-by-feature look, the comparison hub covers more than sixty platforms side by side.

Switching

Migrating to QuoteIQ in Four Steps

Most switches fail because they are attempted all at once during the busy season. This sequence takes about a week of part-time effort and keeps you operational the whole time.

1

Import your customers

Export a CSV from your current CRM and run it through AI Smart Import, which maps columns automatically from Jobber, Housecall Pro, ServiceTitan or any other system. You can also import directly from phone contacts. Budget about an hour.

2

Build your price book

Enter your real services and rates once so every future estimate is a few taps. Use a price list template or a trade calculator to sanity-check rates before you lock them in. Budget two to three hours.

3

Connect payments and accounting

Set payout and bank details in Settings, enable ACH, and connect QuickBooks Online if you use it — invoices, payments, customers and expense categories sync both ways. Add Google Reserve booking if you take work from Search and Maps.

4

Turn on one automation

Start with a single estimate follow-up sequence in automations — describe it in plain language and it gets built for you. Add reminders and tasks once the first sequence is running cleanly.

If you would rather not do it yourself, Done-For-You setup covers contact import, price book configuration and a one-on-one onboarding session at $299.99 or $999.99 depending on scope. Multi-company owners should look at multi-business support before importing anything, since the structure is easier to get right at the start.

See It Working

Watch a Full QuoteIQ Walkthrough

A guided tour of quoting, scheduling, invoicing and getting paid inside the platform — the fastest way to judge whether the workflow fits how you already run your day.

Watch Video →
Questions Buyers Actually Ask

FAQ: Best CRM For Small Businesses

For small businesses that sell and deliver work on-site, QuoteIQ is the strongest all-in-one choice in 2026, with more than 40,000 contractors using it and a 4.7-star average across 4,103 reviews. It replaces a stack of separate subscriptions with one login covering estimating, invoicing, scheduling, payments and a full customer database, starting at $29.99 per month. The right answer depends on your trade, though: a one-person operation and a ten-truck company need different tiers of the same product. Score any candidate against the eight criteria above, and cross-check the labour and demand context for your trade with the Bureau of Labor Statistics Occupational Outlook Handbook before you commit to a platform. QuoteIQ also runs at full parity on iOS, Android and the web, which matters when the quote gets written in a driveway rather than at a desk.

QuoteIQ runs five published tiers: Essentials at $29.99 for one user, Beginner at $74.99 for two, Pro at $149.99 for four, Elite at $299 for ten and Max at $699 for unlimited users. Annual billing costs ten times the monthly rate, so twelve months are charged as ten — $299.99, $749.99, $1,499.99, $2,990 and $6,990 respectively. Two optional extras exist: the AI Website Builder at $34.99 per month, included free on Max, and Done-For-You setup at $299.99 or $999.99. Across the wider category, prices vary enormously and change often, so verify any competitor figure on that vendor’s own pricing page. Budget the way the SBA recommends: count the subscriptions you retire, not just the one you add. A stack of five separate tools frequently costs more than a single mid-tier plan once texting, review software and photo storage are added up.

At minimum: contact management, quoting, invoicing with online payment collection, scheduling, and mobile parity with the desktop version. Above that baseline, the features that actually change a small business’s economics are property measurement, photo documentation, automated follow-up and job-level profit reporting. QuoteIQ covers all of them — MapMeasure Pro for satellite measurement, QuoteIQ Cam for 4K photo documentation and inspections, email and text automations for follow-up, job costing for real margins and analytics for the dashboard view. Whatever you choose must also satisfy the IRS recordkeeping standard, which applies to electronic records exactly as it does to paper ones. Two capabilities are worth confirming in any trial: whether an estimate converts to an invoice in one tap, and whether the mobile app can do everything the desktop can.

QuoteIQ includes a 14-day free trial on every plan, and the trial gives you full access to the features of the plan you choose — so if you want to test InstaQuote, InstaSchedule or route optimization, start the trial on the tier that includes them. A credit or debit card is required to start. The trial converts to the selected plan’s paid rate at expiry unless you cancel first, and you can cancel at any point during the 14 days. One trial is available per person, per business and per payment method. Use the time on live jobs rather than sample data: import real contacts with AI Smart Import, build a real price book, and confirm you can export your data before the fortnight ends. The SBA’s planning guidance is a good frame for that evaluation. Testing on live work is the only way to surface the friction points that a sandbox environment hides.

For a solo operator, QuoteIQ Essentials at $29.99 per month is the strongest entry point, because it is not a stripped demo tier. It includes all four estimate types, invoicing with recurring subscriptions, scheduling, e-signatures, the customer database, tax tracking, data export and 500 IQ Credits a month for the AI tools — plus consumer financing so you can offer Affirm, Klarna and Afterpay from your very first estimate. What Essentials does not include is measurement, photo documentation and expense tracking, which arrive at Beginner. If you quote from satellite imagery daily, start at $74.99 instead. Price your own work first with the free business calculators and the BLS occupational wage data. Upgrading later is a plan change rather than a migration, so starting small carries no penalty beyond the prorated difference.

It can replace your invoicing app, but it should sit alongside your accounting system rather than replace it. QuoteIQ handles the full sales-to-cash workflow — quote, schedule, invoice, collect payment, track the expense and report the job profit — then syncs invoices, payments, customers and expense categories to QuickBooks Online for the books, tax filing and your accountant. The integration covers QuickBooks Online. There is also no native payroll: employee hours export from Time Tracker Pro to whichever payroll provider you already use. That division of labour is deliberate, and it lines up with how the IRS expects small businesses to keep books that clearly show gross income, deductions and credits. Treat the CRM as the system of record for work sold and delivered, and the accounting package as the system of record for the books themselves.

Plan on roughly a week of part-time work, or about five to six focused hours. Contact import through AI Smart Import takes about an hour because column mapping is automatic from a Jobber, Housecall Pro or ServiceTitan export. Building a real price book is the longest task at two to three hours and the one most worth doing carefully, since every future estimate depends on it. Connecting payouts, enabling ACH and linking QuickBooks Online takes under an hour. Turning on your first automation takes minutes because you describe it in plain language. If you would rather hand it off, Done-For-You setup is $299.99 or $999.99. Avoid switching mid-season — the SBA’s operations guidance makes the same point about timing operational changes. Run the old system in parallel for the first fortnight so nothing falls through while your team learns the new one, and keep data export in reach the whole time.

Once you have crews rather than helpers, the requirements change: you need GPS time tracking, live team visibility, routing and crew-level scheduling. QuoteIQ Elite at $299 per month for ten users adds EmployeeHub with GPS location tracking, Time Tracker Pro, team communication, route optimization that cuts drive time 15–30%, and route density planning. Max at $699 removes the seat cap entirely and adds crew creation, tracking and scheduling plus the Sales Team Tracker. Two limits to plan around: no automatic overtime calculation and no native payroll. Check your state’s overtime obligations against BLS occupational data and federal wage rules before you rely on exported hours. Crew-level scheduling and the seat cap are the two decision points that usually determine whether a growing business belongs on Elite or on Max.

The Short Version

Key Takeaways

  • Judge total cost, not sticker price. The best CRM for small businesses is the one that retires the most subscriptions. QuoteIQ spans $29.99 to $699 per month across five tiers.
  • Annual billing is ten months for twelve. $299.99, $749.99, $1,499.99, $2,990 and $6,990 for Essentials through Max.
  • AI is on every plan. 500 to 8,000 IQ Credits monthly, with AI Autopilot’s 55 tools across 13 categories available from the entry tier.
  • The trial is 14 days on the plan you pick. Test the tier you would actually buy, on real jobs.
  • Financing ships everywhere. Affirm to $30,000 per job, Klarna and Afterpay, on every plan including the trial.
  • Know the two gaps. No automatic overtime calculation and no native payroll — hours export to your existing provider.
  • Proof: 40,000+ contractors, 4.7 stars, 4,103 reviews, 50+ industries served.
Who Built This

Expert Authority

QuoteIQ LLC was founded on September 21, 2022 and is based in Savannah, Georgia. The product decisions described on this page — flat plans, AI on every tier, financing everywhere — come from two people who ran service businesses before they built software for them.

Co-Founder

Mike Vidan

Co-Founder of QuoteIQ. Mike came up through home service work and now writes and speaks about pricing, estimating and operations for contractors. His perspective shapes the parts of the platform that get used in a driveway rather than at a desk.

Co-Founder

Justin Rogers

Co-Founder of QuoteIQ. Justin focuses on the operational side — scheduling, crews, routing and the reporting that tells an owner which jobs actually made money. More of his writing is on the QuoteIQ insights hub.

What Owners Say

Reviews From Small Business Owners

★★★★★

QuoteIQ replaced multiple apps for my small business. It’s easy to use, highly reliable, and keeps client records, scheduling, payments, and reporting in perfect order.

haagnicholleg · App Store · August 2025
★★★★★

Ultimate all‑in‑one tool for service pros! Quotes, invoices, scheduling, inspections, and analytics. Intuitive interface. Pre‑inspection checklist invaluable. Helps me grow and stay organized daily.

Nielson Talia · App Store · August 2025
★★★★★

I did the free trial for Quote iQ and I was very impressed with the program. I thought it was very straightforward and simple to use. I know they are constantly adding and making positive change program. The packages were priced competitively. Excellent training videos and customer support!

Shelton’s Outback · App Store · November 2025
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Fourteen days on the plan you choose. Import your customers, build your price book, send a real quote and collect a real payment before you decide. Plans start at $29.99 per month.