Published April 2026 · Updated September 2026
Leap is built around the in-home sales appointment. Roofing is everything that happens after the contract is signed — the measurement, the crew, the route, the storm photos, the follow-up and the invoice. QuoteIQ Elite is $299/month for 10 users with AI Autopilot, MapMeasure Pro, live GPS crew tracking, route optimization, customer self-quoting and self-scheduling all included on one bill.
QuoteIQ is the strongest Leap alternative for roofing contractors who need one platform to run the whole job, not just the sales appointment. QuoteIQ Elite is $299 per month for 10 users and includes aerial roof measurement, AI estimating, live GPS crew tracking, route optimization, customer self-quoting, 24/7 self-booking and a full roofing CRM — no per-seat charge through 10 users. Every plan is month-to-month.
TL;DR: Roofing software has to survive the roof, the route and the adjuster. QuoteIQ covers measurement with MapMeasure Pro, photo-to-quote with the AI Estimator, claim documentation with QuoteIQ Cam and Inspection Forms, the day’s driving with Route Optimization, the crew with EmployeeHub, and the phone with Virtual Call Team. Roofing is one of the highest-injury trades tracked by the Bureau of Labor Statistics, and OSHA requires fall protection at six feet — documentation is not optional paperwork, it is the job.
Leap markets a sales-led product line: a CRM paired with an in-home selling app, presentation flows, point-of-sale financing and distributor connections. For companies whose entire model is a rep sitting at a homeowner’s dining table walking through good, better and best, that is a real and well-known category of software, and this page is not going to pretend otherwise. Leap publishes its own feature set and its own commercial terms, and you should read them straight from Leap before you sign anything.
The problem most roofing owners describe is not the sales appointment. It is the morning after the contract is signed. Roofing is sending three crews to four addresses across a metro, knowing which truck is still sitting at the supply house, photographing missing shingles and hail bruising before the adjuster arrives, measuring fourteen elevations on a complicated hip roof without climbing it, getting a number back to a homeowner before a competitor calls them, answering the phone at seven at night when a tarp is flapping, and invoicing the week’s completed jobs without spending Sunday on it. That is the operational half of the trade, and it is where a sales-first tool leaves a gap that gets filled with three more subscriptions.
QuoteIQ was built the other way around. It starts as field-service operations software and adds the sales layer on top, which is why a single roofing CRM subscription covers estimating, scheduling, measurement, crew tracking, routing, customer communication, payments and reporting without bolt-ons. If you run residential reroofs, metal roofing, storm and insurance restoration, flat-roof TPO and EPDM systems, gutter installation, gutter guards, siding, roof washing or waterproofing alongside the roof work, one platform covers all of it.
Median annual wage for roofers as of May 2025, per the U.S. Bureau of Labor Statistics, with employment projected to grow 5% from 2025 to 2035 and roughly 12,000 openings a year. Every hour your crew spends idling between jobs or re-driving a route is priced at a real, rising number — which is exactly why routing and time tracking belong inside the CRM rather than in a fourth app.
A replacement is only a replacement if it removes logins rather than adding them. The test we would apply to any platform, ours included, is whether it handles all seven of these without a second vendor: aerial measurement, estimate creation and e-signature, scheduling and crew assignment, in-field photo documentation, customer messaging, payment collection, and reporting you would actually show a bank. QuoteIQ covers all seven — standard, quick, options and package estimate types, e-signatures starting on the entry plan, drag-and-drop scheduling, invoicing with online payments, and business analytics that break revenue out by service, customer and crew.
The second test is what it costs to add the eighth thing. On a per-seat platform, hiring a project manager raises your software bill. On QuoteIQ, Elite carries 10 users at a flat $299 per month, and Max carries unlimited users at $699 per month. The crew you hire in March does not change the invoice in April. Before you compare anything, price your current stack honestly — the home service business calculators are free and will get you a defensible number for what a job actually costs you to run.
Aerial measurement is where roofing estimating either becomes a repeatable process or stays a guess with a tape measure attached. QuoteIQ builds it into the estimate itself rather than routing you out to a per-report service.
Measure roof planes, elevations, driveways, lawns and fence lines from satellite imagery, then push the numbers straight into the estimate you are already building. Drawing tools handle complex hips, valleys and dormers, roof segments are auto-detected using solar data with color-coded pitch, and measurements save to the customer profile so the next job on that address starts from something instead of nothing.
A screenshot of the measured scope attaches to the estimate as visual proof for the homeowner, and the historical imagery timeline lets you scroll back through years of aerial photos of the same property — useful when you are arguing about when damage appeared. Roof and pitch measurement from aerial imagery is part of the same toolset.
Every roofing estimate starts with squares. Get the squares wrong and everything downstream is wrong: the material order, the labor hours, the dumpster, the margin. Most shops solve this one of three ways — send someone out with a ladder, buy an aerial report per property, or eyeball it from the driveway and pad the number. The first costs a windshield hour, the second costs a fee on every single roof whether or not you win the job, and the third quietly eats your profit on complicated cuts.
Putting measurement inside the estimating tool changes the economics of quoting marginal leads. When measuring a property costs nothing extra, you quote the storm-chase neighbor, the flat-roof addition, the second bid you would otherwise skip. That is the actual competitive advantage: not a better number, but more numbers out the door. If you want to sanity-check what a job should cost before you build your price book, the insulation cost calculator, gutter cleaning cost calculator and foundation repair cost calculator are free and cover the adjacent scopes roofers get asked about on the same visit.
Once the measurement lives on the customer record, the follow-up work gets cheaper too. Reroof in five years, gutter replacement next spring, a solar referral, an attic insulation add-on — the square footage is already sitting in the client database with the photos from the last visit. That is the compounding value of a single system, and it is the thing a sales-only tool cannot give you because the operational history never lands anywhere.
The IRS standard mileage rate for business use rose to 76 cents per mile effective July 1, 2026. A single unnecessary 30-mile round trip to measure a roof you could have measured from a desk is real money before you pay the driver. Multiply by the number of bids you lose and you have the annual cost of estimating the hard way.
Roofing leads decay fast. The homeowner with a leak is texting three companies at once, and the first credible number usually wins the appointment. QuoteIQ’s AI suite is on every plan, metered by IQ Credits rather than sold as a separate AI subscription.
The AI Estimator analyzes property photos, asks targeted follow-up questions about scope and condition, and generates market-accurate line-item pricing for your local area — used once per new estimate, on every plan from Essentials up.
The AI Autopilot is the general manager: conversational control of the whole CRM by voice or text across 55 integrated tools in 13 categories. “Move all of today’s jobs to Friday and text every customer.” “Invoice all of today’s completed jobs and send them.” Both work alongside the AI Text Generator, AI CoPilot and AI Smart Import.
There is no version of this trade where a slow quote wins. Storm work is the extreme case — a hail event puts a thousand damaged roofs into a market in one afternoon and the shops that answer the phone and get numbers out that week take the season. But the same dynamic runs all year at lower intensity. The homeowner who fills out a form on Tuesday night has usually chosen someone by Thursday.
QuoteIQ attacks that in three places. First, the phone: Virtual Call Team is an AI phone team that answers inbound around the clock, qualifies the lead, filters spam, records and transcribes every call and can run outbound campaigns. It is metered per minute through IQ Credits, so lower plans have fewer answering minutes — it is not unlimited call handling, and we would rather say that plainly than have you find out in month two. Second, the website: InstaQuote lets a homeowner price a service themselves from your site at nine at night and submit it, and InstaSchedule lets them book the inspection against your real calendar availability, both on Elite and above.
Third, the follow-up. Email and text automations on Pro and above fire event-triggered, multi-step sequences with personalization tags, and you can describe the automation you want in plain language and have it built for you. Pair that with reminders and tasks, website contact forms and Pipelines & Deals for probability-weighted forecasting, and the estimate you sent in April is still working for you in November.
AI Autopilot runs 55 integrated tools across 13 categories of the CRM by voice or text. That is not a chatbot bolted to a help page — it is the same set of actions your office manager performs, exposed conversationally. Every AI action shows its IQ Credit cost before it runs and asks you to confirm, so there are no surprise draws on the balance.
Route Density tells you where the work clusters. Route Optimization tells you what order to hit it in. Both are included on Elite with no per-vehicle charge, alongside GPS location tracking for the crew.
Optimization sequences the day’s stops for minimum drive time, accounts for appointment windows and job duration, recalculates when a tarp emergency gets added at ten in the morning, hands off to GPS navigation and understands crews. Density shows you where your jobs actually cluster so you plan a zone instead of a zigzag. Density is where; Optimization is what order.
Underneath both sits EmployeeHub with GPS location tracking, Time Tracker Pro and Team Communication. The live map shows clocked-in team members only — clocked-out employees are never displayed, no exceptions.
Roofing labor is expensive, weather-dependent and mobile, which makes it the hardest cost in the trade to see clearly. The three questions owners actually need answered every day are: where is everybody, how many hours went into that job, and did that job make money. QuoteIQ answers all three in the same place. GPS location tracking puts clocked-in crews on a live map with a traffic overlay and clock-in location verification. Time Tracker Pro handles GPS clock in and out, per-job hours, break counts and durations in reports and CSV, admin-only manual adjustments and a full edit history. Job Costing on Pro and above then does the arithmetic: total price minus labor minus expenses equals profit, with labor pulling automatically from the time data.
Two honest limitations, because you will find them anyway: there is no automatic overtime calculation, and there is no native payroll — hours export to whatever payroll system you already run. If you need crew creation, crew scheduling and crew-level analytics rather than individual assignment, that lives on Crews at the Max tier, along with the Sales Team Tracker for commission percentages per rep. Roles and permissions got a full overhaul in August 2026 with clearer gates and calendar permissions properly separated, so a foreman sees the schedule without seeing the margins.
The safety dimension matters here too, and not only morally. OSHA 1926.501 requires fall protection for residential construction work six feet or more above lower levels, and roofers carry one of the highest occupational injury rates the BLS tracks. Custom inspection forms with templates and customizable PDF sections give you a place to run a pre-work safety checklist that is timestamped, photographed and stored on the job rather than on a clipboard in somebody’s truck.
The reduction in drive time QuoteIQ’s Route Optimization is built to deliver. On a three-truck roofing operation, that is not a rounding error — it is the difference between four jobs a day and five, and it compounds every week of the season. Density zones then keep next week’s bookings inside the same geography instead of scattering them.
Hail bruising, wind-lifted shingles, emergency tarps, tear-off and replace. Roofing is a visual trade, and the photos settle the claim, win the next-door job and fill the feed that brings next month’s leads.
Before & After AI generates a realistic preview of the finished result from the actual photo you took, in roughly 15 to 20 seconds, and attaches it to any estimate type or invoice. It runs on IQ Credits and each regeneration draws again, so it is a tool you aim rather than spray.
QuoteIQ Cam is the documentation layer: in-app capture or camera-roll upload organized by job and date, before-and-after comparisons, annotations, inspection reports, job reports, unlimited 4K photo and video cloud storage, and a customer documentation archive on the contact. The Before & After Photo Editor and shareable galleries handle the marketing side.
Before — as photographed
After — AI preview
In restoration work the photo file is the argument. Date-stamped condition photos before the tarp goes on, elevation-by-elevation damage documentation, measurements that match the scope you submitted, a clean record of who was on the property and when. Shops lose money on claims not because they priced badly but because the documentation was scattered across three phones and a text thread.
QuoteIQ keeps all of it on the job record. Inspection forms produce a structured PDF you can hand to an adjuster. QuoteIQ Cam holds the raw photo archive by date. MapMeasure Pro’s historical aerial imagery lets you show what the roof looked like in previous years. Pipelines & Deals tracks each claim through its stages with close-probability weighting so you can forecast a storm season instead of guessing at it, and contract attachments keep the signed agreement stapled to the same record.
Two things to be straight about. QuoteIQ does not sync with estimating platforms built specifically for insurance carriers — if your shop lives inside a carrier-facing estimating tool, evaluate that gap on its own terms before you switch. And storm volume is a planning problem as much as a software one: the NOAA severe weather products and the Storm Events Database are free, county-level and worth building your seasonal staffing model around. Restoration crews also handle water and mold scopes; the fire and water restoration and mold remediation pages cover those workflows, and the mold remediation cost calculator and basement waterproofing cost calculator will get you a starting range.
If your crews touch pre-1978 housing stock on tear-offs and repairs, the EPA Lead Renovation, Repair and Painting rule applies to a wider range of exterior work than most owners assume, and certification records are exactly the sort of thing that belongs on a checklist inside the job rather than in a filing cabinet.
This table states QuoteIQ’s own plan inclusions only. Leap’s current feature set, plan structure and commercial terms change, and we will not put numbers in your mouth that we cannot verify today — read them on Leap’s own site and hold both lists side by side.
| Roofing requirement | Included in QuoteIQ from | How it shows up on the job |
|---|---|---|
| Line-item, options and package estimates | Essentials · $29.99/mo | Four estimate types, photos, markup and discount controls, deposits, one-tap convert to invoice |
| Customer e-signature on estimates | Essentials · $29.99/mo | Homeowner signs on their phone; editing a sent estimate voids the outstanding signature request |
| Homeowner financing at the point of sale | Every plan | Affirm up to $30,000 per job over 3–36 months, plus Klarna and Afterpay; you are paid in full upfront |
| Aerial roof measurement inside the estimate | Beginner · $74.99/mo | MapMeasure Pro with drawing tools, auto-detected roof segments and historical imagery |
| Photo documentation and inspection reports | Beginner · $74.99/mo | QuoteIQ Cam, unlimited 4K storage, custom inspection forms, customer documentation archive |
| Dedicated business number, two-way call and text | Pro · $149.99/mo | ClientHub, every call and text saved to the customer profile, call routing and forwarding |
| Per-job profit after labor and expenses | Pro · $149.99/mo | Job Costing pulls labor from time tracking automatically and shows a profit-margin bar |
| QuickBooks Online sync | Pro · $149.99/mo | Invoices, payments, customers and expense categories sync with duplicate-sync locks |
| Customer self-quoting and 24/7 self-booking | Elite · $299/mo | InstaQuote prices from your website; InstaSchedule books against real calendar availability |
| Live GPS crew tracking and time clock | Elite · $299/mo | EmployeeHub, live map of clocked-in crews only, Time Tracker Pro with full edit history |
| Route optimization and density zones | Elite · $299/mo | Built to cut drive time 15–30%; recalculates when jobs are added mid-day |
| Materials and inventory control | Elite · $299/mo | Products, locations, suppliers, orders and transactions; stock deducts when the invoice is paid |
| Crew creation, crew scheduling, crew analytics | Max · $699/mo | Crew-level routing and reporting plus the Sales Team Tracker and unlimited user seats |
| AI estimating, AI CRM control, AI phone answering | Every plan | AI Estimator, AI Autopilot and Virtual Call Team, metered by the IQ Credits included in each plan |
| Direct ordering from roofing distributors | Not offered by QuoteIQ | If ordering from supply houses inside the CRM is core to your week, weigh this honestly |
Two features are in an internal tier dispute between our published plan pages and the shipped app — Review Multiplier and AI CoPilot — so this table deliberately states no plan tier for either. They exist and they work; ask the team which plan carries them today rather than trusting an outdated page. Full plan detail lives on the pricing page and the features directory.
Annual billing is ten months for twelve. Every plan includes a 14-day free trial of that plan’s features, and IQ Credits — the virtual currency the AI features draw on — reset every billing cycle.
| Plan | Monthly | Annual | Users | IQ Credits / mo | Who it fits in roofing |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | Owner-operator doing repairs and small tear-offs solo |
| Beginner | $74.99 | $749.99 | 2 | 1,500 | First hire; adds MapMeasure Pro and QuoteIQ Cam — the roofing essentials |
| Pro | $149.99 | $1,499.99 | 4 | 3,000 | One or two crews; adds ClientHub, automations, Job Costing, QuickBooks Online |
| Elite | $299 | $2,990 | 10 | 5,000 | Multi-crew roofing companies — routing, GPS, InstaQuote, inventory |
| Max | $699 | $6,990 | Unlimited | 8,000 | Storm operations and multi-location shops needing crews and unlimited seats |
Add-ons: the AI Website Builder is $34.99/mo and is included on Max, which also includes four additional businesses. Done-For-You setup — contact import, price book build and a one-on-one onboarding session — comes in two tiers at $299.99 and $999.99. IQ Credit top-up packs are available if you run heavy on AI in a storm month, and every AI action previews its credit cost before it runs. Credits have no cash value and are non-refundable once consumed; the core CRM never requires them.
The honest comparison is not one subscription against another. It is your whole toolchain against one platform. Write down every line below that you currently pay for separately, then put your own numbers next to them.
Price each of these from your own bank statement — we are not quoting other vendors’ rates.
Contract length, notice periods and renewal terms are the lines people forget. Read yours before you plan a switch.
Native to QuoteIQ — no third-party logins and no per-seat charge through 10 users.
Month-to-month. $2,990 a year if you pay annually — ten months for twelve.
Consumer financing through Affirm runs up to $30,000 per job over 3 to 36 months, with Klarna and Afterpay covering smaller tickets — available on every plan including the trial. The homeowner applies at checkout in about thirty seconds, you are paid in full upfront, and the provider owns collections and default risk. On a full tear-off, that is often the difference between a signed contract and a “let me talk to my wife.”
On competitor numbers: this page deliberately contains no Leap prices, seat counts, contract terms or trial lengths. Vendor pricing changes without notice and a stale figure on our page is worse than no figure at all. Get Leap’s current terms from their own site, get ours from our pricing page, and compare like for like including every add-on either platform requires.
No page that only says good things about its own product is worth reading. Here is where we would tell a roofer to look hard at Leap instead — and where we would tell them to look hard at us.
Leap’s product line is built around the in-home appointment: guided presentation flows, financing offered at the table, and contracts generated on the spot. If your growth engine is canvassers setting appointments and closers presenting in the living room, that is the category Leap sells into and it deserves a serious look. QuoteIQ’s InstaQuote is a genuinely different motion — the homeowner prices themselves from your website, on their own time, without a rep in the room.
Leap markets direct connections to major roofing distributors. For a high-volume restoration shop ordering every week, having supplier catalogs and order placement inside the same tool is a real workflow saving, and QuoteIQ does not currently offer direct distributor ordering. Our inventory module tracks products, locations, suppliers, orders and transactions internally — it manages your stock, it does not place orders with your supplier.
QuoteIQ’s accounting integration is QuickBooks Online, and only QuickBooks Online. If your books run somewhere else and your bookkeeper will not move, that is a legitimate constraint to resolve before you switch platforms rather than after. Data export is available on every plan, so nothing traps you either way — but a manual export routine is a cost, and you should count it.
Multiple crews to route and track. A season where storm volume triples and you need AI answering the phone. Seats you want to add without a bill increase. Measurement, documentation, quoting, scheduling and payment in one system rather than five. And month-to-month terms, so the software has to keep earning it. That is the case, and the 14-day trial is there so you can test it rather than take our word for it.
Feature lists are abstract. Here is the concrete version — a normal week for a shop running three crews, and where the software sits in each hour of it.
Last week’s estimates are sitting in Deals with a close probability attached to each stage, which gives you a weighted forecast rather than a wish list — amount times probability, with analytics on total value, open deals, closed-won and average deal age. The automations that fired over the weekend already chased the estimates nobody answered. You spend twenty minutes moving three deals forward and the rest of the morning on the two jobs that need a site visit. The analytics dashboard shows conversion rate, average ticket and pipeline value beside revenue by service and by crew.
Six new leads came in overnight from the website form, the InstaQuote link and two calls the Virtual Call Team answered at ten at night. Four of them you can measure from the desk with MapMeasure Pro and quote the same morning. Two need eyes on a valley you cannot see from above, so InstaSchedule already put them on the calendar in the same zone on the same afternoon. Estimates go out with photos, a measured-scope screenshot, financing offered inline and an e-signature field.
Three trucks, eleven stops. Route Optimization sequences each truck’s day, the calendar is colour-coded by status and filterable by employee and crew, and the geographic calendar view shows the day laid out on a map. A leak call comes in at ten; you add it, the route recalculates, and the customer gets an on-the-way text automatically. Crews clock in with GPS verification, photograph before and after with QuoteIQ Cam, and every message with the homeowner runs through ClientHub on the business number rather than a foreman’s personal phone.
Materials come off the shelf as jobs get invoiced and paid — inventory deducts when the invoice is paid, not when the job is marked done, and a deposit does not count as paid. Receipts get photographed into expense tracking and linked to the job so Friday’s profit number is real. Contracts and permits attach to the record. If you also run window replacement or general contracting work through the same entity, it lives in the same system with the same price book.
Mass-invoice the week’s completed jobs from the calendar in one action. Customers pay by card, ACH bank transfer, Apple Pay or Google Pay through embedded checkout without leaving the invoice, and cash and cheque get recorded in the app. Automated payment reminders handle the stragglers on the timing you set, recurring invoices handle maintenance agreements, and the QuickBooks Online integration pushes it all to the books. If you want a template to standardise your paperwork before you build it in-app, the free contractor invoice template and construction invoice template are good starting points.
The height at which OSHA requires conventional fall protection in residential construction. Every crew you send up needs the plan documented, the training recorded and the equipment inspected — and the cheapest place to keep that record is attached to the job in the same system that holds the photos, not in a binder in the shop.
Eight answers, written plainly, with the caveats included rather than buried.
QuoteIQ is the strongest all-in-one alternative for roofing companies that need the field-operations half of the business covered as well as the sales half. QuoteIQ Elite is $299 per month for 10 users and includes aerial measurement through MapMeasure Pro, live GPS crew tracking through EmployeeHub, route optimization, customer self-quoting with InstaQuote and 24/7 self-booking with InstaSchedule, on one subscription with no per-seat charge through 10 users. The trade context matters here: the Bureau of Labor Statistics puts the median roofer wage at $55,440 as of May 2025, so the software that saves crew hours pays for itself faster than the software that only helps you close. Compare Leap’s current feature set and terms on their own site before deciding — they change, and we do not republish other vendors’ numbers.
With QuoteIQ, a 10-person roofing operation runs on Elite at $299 per month, or $2,990 a year on annual billing — ten months for twelve. That covers all 10 seats with no per-user surcharge, plus 5,000 IQ Credits a month for the AI tools. If you outgrow 10 users, Max is $699 per month for unlimited seats and adds crew creation, crew scheduling, the Sales Team Tracker and the AI Website Builder. Smaller shops start lower: Beginner at $74.99 is the first plan with MapMeasure Pro and QuoteIQ Cam, and Pro at $149.99 adds ClientHub, automations and Job Costing. Before you compare against your current bill, price the whole stack including per-report and per-vehicle fees, and factor drive-time cost at the IRS rate of 76 cents per mile from July 1, 2026. Add-ons are short: the AI Website Builder is $34.99 per month and is included on Max, and Done-For-You setup runs $299.99 or $999.99 depending on how much of the build you hand over. Annual billing on any plan is ten months for twelve, and every plan is month-to-month otherwise, so the software has to keep earning the seat.
Yes. MapMeasure Pro measures roof planes, elevations, driveways, lawns and fence lines from satellite imagery inside the estimate you are building, starting on the Beginner plan at $74.99 per month. Roof segments are auto-detected using solar data with colour-coded pitch, drawing tools handle complex hips and dormers, and roof and pitch measurement from aerial imagery is part of the same toolset. Measurements save to the customer profile and export straight into the quote, a screenshot attaches to the estimate as visual proof, and the historical imagery timeline lets you scroll back through years of aerial photos of the property. Property Street View and Zillow Quick Access ride alongside it for ground-level context and property records. There is no per-report fee — measurement is included in the subscription, which changes which marginal leads are worth quoting. For jobs where a physical inspection is unavoidable, inspection forms and QuoteIQ Cam capture it properly, and OSHA’s residential fall protection guidance applies the moment someone goes up.
For restoration work the deciding factor is documentation, and QuoteIQ keeps all of it on the job record. QuoteIQ Cam holds date-organised photo and video capture with unlimited 4K cloud storage, annotations and before-and-after comparisons. Custom inspection forms produce a structured PDF for the adjuster. MapMeasure Pro’s historical aerial imagery shows what the roof looked like in prior years, and Pipelines & Deals tracks each claim through its stages with probability weighting so a storm season can be forecast rather than guessed. Related scopes are covered too, including fire and water restoration and roofing. Two caveats: QuoteIQ does not sync with carrier-facing estimating platforms, and storm staffing is a planning problem — the free NOAA severe weather data is county-level and worth modelling your season against.
In QuoteIQ both are included on Elite at $299 per month with no per-vehicle charge. GPS location tracking shows clocked-in crews on a live map with a traffic overlay and clock-in location verification, and pauses on breaks — clocked-out employees are never shown on any map. Route Optimization sequences the day’s stops for minimum drive time, is built to cut driving 15–30%, accounts for appointment windows and job duration and recalculates when a job is added mid-morning. Route Density shows where work clusters so you book the following week inside a zone. Time Tracker Pro handles GPS clock in and out with break durations and a full edit history. Be aware of the limits: there is no automatic overtime calculation and no native payroll — hours export to your existing payroll system, and scheduling stays the place assignments are made. Fuel and mileage cost can be modelled at the current IRS mileage rate.
QuoteIQ includes consumer financing on every plan, including during the trial, with no upgrade required. Affirm covers up to $30,000 per job over 3 to 36 months in the US and Canada, Klarna offers Pay-in-4, Pay-in-30 and longer terms, and Afterpay handles smaller Pay-in-4 tickets. The homeowner applies at checkout in about thirty seconds and gets an instant decision, you are paid in full upfront, and the provider owns collections and default risk — refunds behave like card refunds, with the provider cancelling remaining instalments. It works alongside the rest of the payment stack: invoicing with deposits and partial payments, online payments by card, ACH, Apple Pay and Google Pay, recurring invoice subscriptions for maintenance plans, and e-signatures on the paperwork. If you are structuring payment terms for the first time, the SBA’s business management guidance is a sensible free starting point.
Most roofing operations are running live inside a weekend. The sequence is: start the trial, export your customer and job data from your current platform as a CSV, import it, and build your price book. AI Smart Import maps CSV columns automatically from effectively any CRM and can also pull from your phone contacts, and data export is available on every QuoteIQ plan so you are never locked in either. If you would rather not do it yourself, Done-For-You setup covers contact import, price book build and a one-on-one onboarding session in two tiers at $299.99 and $999.99. The genuinely slow part is usually your current contract’s notice period, not the migration — read your existing agreement first and start that clock the day you decide. Mobile and web access have full parity, so crews can be trained on phones, and roles and permissions control what each person sees. Free business calculators help rebuild your pricing, and the BLS wage data is a useful sanity check on labour rates.
Yes — 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 converts to the paid rate of the plan you selected unless you cancel before it expires, and you can cancel at any point during it. Pick the plan that matches how you actually work: Beginner if measurement and photo documentation are the priority, Pro if you need the business phone line and job costing, Elite if you are routing crews and want customer self-booking. Consumer financing and the AI suite are live during the trial. After that, plans stay month-to-month. Explore the full feature directory or the roofing software overview first if you want to map features to your workflow, and check the BLS roofing outlook if you are building a hiring plan around the season.
AI Autopilot, MapMeasure Pro, Route Optimization and Before & After AI, stitched together end to end the way you would actually run a roofing business.
Most shops are quoting out of the new system inside a weekend. The path below is the one that has worked for the roofing companies who have done it.
Sign up and pick the plan that matches your crew size — Beginner for measurement and photos, Pro for the business phone line and job costing, Elite for routing, GPS and self-booking. The trial gives you full access to that plan’s features for 14 days.
Export your customer list, active jobs and contacts from your current platform as a CSV. AI Smart Import maps the columns for you, and you can pull contacts from your phone as well. Done-For-You setup is available if you would rather hand it over.
Load your line items: tear-off and disposal, architectural and three-tab shingle, metal panel systems, TPO and EPDM flat roofs, underlayment, ridge vent, flashing and leak repair, skylights, gutters and emergency tarping. Then save your common scopes as estimate templates.
Check the notice period in your existing agreement and start that clock the day you commit — it is usually the longest part of the switch. Then turn on routing, GPS tracking and your automations, and run one full week on the new system.
QuoteIQ LLC was founded on September 21, 2022 and is based in Savannah, Georgia. It is built by two co-founders who came up running home service businesses themselves.
Mike Vidan co-founded QuoteIQ around a simple product thesis: a contractor should not have to buy five subscriptions to run one truck, and the software should hold the measurement, the schedule, the crew and the customer follow-up in one place. His published work covers pricing strategy, estimating process and the operational side of scaling a home service business.
Read more from Mike Vidan →Justin Rogers co-founded QuoteIQ and drives the platform’s flat-seat, month-to-month commercial model — the reason Elite carries 10 users at one price and Max carries unlimited seats rather than charging per head. His writing focuses on crew management, job costing and the operational metrics that separate a growing shop from a busy one.
Read more from Justin Rogers →Published reviews from the app stores, with names and dates exactly as they appear. QuoteIQ holds a 4.7 average across 4,103 reviews.
I recently started up a roof and gutter cleaning business and this app has everything in one place. I can send estimates over the phone without even going to the house. It saves me time, and time is money.
Great app! Very user friendly. Perfect for saving customers information, photos, and addresses. Also has useful tools to help you create invoices on the fly. And you can even measure the square footage of the house/roof and concrete. I definitely recommend giving it a try.
Was recommended here by @foreverselfemployed and it’s perfect for what I need. I can create customer profiles, make and send estimates and invoices to potential customers using the apps interface and layout to help organize myself and keep it all in one place. I’ve worked for roofing company in SE Louisiana for 15 years and I use this prim for my side jobs. Give it a shot, there’s only possibilities to learn and improve yourself from!
QuoteIQ Elite is $299 per month for 10 users with the field-operations layer, the AI layer and the sales layer on the same login. Try it for two weeks and see whether it replaces more than one line on your software bill.
4.7 stars · 4,103 reviews · 40,000+ contractors · 50+ trades served
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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
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