QuoteIQ

RazorSync vs QuoteIQ · HVAC Software Comparison

Best RazorSync Alternative for HVAC Companies in 2026

RazorSync covers basic scheduling, dispatching, and invoicing for HVAC companies, but it has no AI tools, no automated review management, no customer self-scheduling, and no marketing automation at any published tier. QuoteIQ Elite includes all of these for growing HVAC businesses in one login, with a 14-day free trial on the plan you choose.

4.7★Average Rating
4,103Verified Reviews
40,000+Contractors
50+Industries
Quick Answer

For HVAC companies that need AI call handling, automated review requests, customer self-scheduling, marketing campaigns, and job costing in one platform, QuoteIQ is the stronger fit. RazorSync handles core scheduling, dispatching, and invoicing well for a smaller operation, but does not publish AI, review-automation, self-scheduling, or marketing-campaign capability at any tier — see RazorSync’s own site for their current plans. RazorSync’s clearest advantage is QuickBooks Desktop sync, which QuoteIQ does not support (QuoteIQ supports QuickBooks Online only).

TL;DR: RazorSync is a field service tool built around scheduling, dispatching, and GPS tracking — solid fundamentals, but it does not publish AI Autopilot, Virtual Call Team, Review Multiplier, InstaSchedule, InstaQuote, Mass Campaigns, or Pipelines & Deals at any published tier. QuoteIQ’s HVAC-focused field service CRM bundles all of these with Job Costing and MapMeasure Pro for satellite-based estimating. RazorSync’s real advantage: QuickBooks Desktop sync, which QuoteIQ does not offer.

The Real Problem

RazorSync Works Until Your HVAC Business Actually Grows

RazorSync handles the basics well enough for a smaller HVAC operation. Scheduling, dispatching, invoicing, GPS tracking, QuickBooks sync — it covers the fundamentals field service businesses rely on day to day. But the moment you add more trucks, start running emergency calls after hours, or need to generate reviews and repeat bookings at scale, you hit walls that no built-in RazorSync feature currently addresses.

HVAC companies run furnace installs, AC replacements, duct cleaning, heat pump conversions, boiler repairs, mini-split installations, and around-the-clock emergency no-heat or no-cool calls. HVAC technicians alone accounted for about 440,900 U.S. jobs in 2025, with the Bureau of Labor Statistics projecting 11% growth through 2035 — much faster than the average occupation — driven largely by retrofit, upgrade, and replacement demand. Every one of those job types needs accurate quoting, fast dispatch, real-time crew tracking, and automated customer follow-up. As of this review, RazorSync’s published feature set does not include AI tools, customer self-scheduling, review automation, or marketing campaigns. For a growing HVAC company, those aren’t future nice-to-haves — they’re what tends to separate a smaller operation from one running multiple trucks and after-hours coverage.

QuoteIQ was built by contractors who scaled home service businesses from the field up. Every capability that RazorSync currently requires you to handle manually or with third-party tools — AI-powered quoting, after-hours call handling, automated review requests, job costing — is included in QuoteIQ’s HVAC software.

Industry Context

Space heating and cooling together account for roughly 52% of the average U.S. household’s annual energy use, and 88% of households run some form of air conditioning, per the U.S. Energy Information Administration’s Residential Energy Consumption Survey. That scale of demand is why HVAC service volume — and the software that runs it — keeps growing.

Where the Two Platforms Diverge

RazorSync vs. QuoteIQ Elite — What Each Platform Covers for HVAC

Rather than quote RazorSync’s current pricing here — check their pricing page directly, since plan pricing changes — this is a side-by-side of what each platform’s published feature set covers for a growing HVAC business.

RazorSync — Published Feature Set
See RazorSync’s own pricing page for current plans and rates
Scheduling, Dispatching & GPS Tracking✓ Included
QuickBooks Desktop + Online Sync✓ Included
AI Autopilot (natural language CRM control)Not published
Virtual Call Team (after-hours AI calls)Not published
Review Management & AutomationNot published
Customer Self-SchedulingNot published
Customer Self-QuotingNot published
Marketing Campaigns (Email + SMS)Not published
CRM Pipelines & DealsNot published
Job Costing (per-job profitability)Not published

Based on RazorSync’s published site as of this review — verify current features and pricing directly at razorsync.com.

QuoteIQ Elite — Everything Included
$299/mo
10 users · One login · 14-day free trial on your chosen plan
AI Autopilot (55 tools, 13 categories)✓ Included
Virtual Call Team (inbound + outbound AI)✓ Included
Review Multiplier (automated requests)✓ Included
InstaSchedule (24/7 customer self-booking)✓ Included
InstaQuote (customer self-quoting)✓ Included
Mass Campaigns (email + SMS)✓ Included
Pipelines & Deals CRM✓ Included
MapMeasure Pro (satellite measurement)✓ Included
Route Optimization + Density Zones✓ Included
Job Costing & Inventory Management✓ Included

14-day free trial on the plan you choose.

⚠️
Based on RazorSync’s published website as of this review, RazorSync does not list AI features, review automation, customer self-scheduling, marketing campaigns, or CRM pipelines at any tier. Always confirm current capabilities directly on RazorSync’s site before making a purchasing decision — feature sets and pricing change.
Summary

RazorSync covers core field service management well. QuoteIQ Elite adds AI call handling, automated reviews, customer self-scheduling, marketing automation, and job costing — all included, with no separate integrations to piece together.

Feature Comparison

RazorSync vs. QuoteIQ Elite — HVAC Feature Breakdown

Side-by-side comparison of the features that matter most to a growing HVAC business, based on each platform’s published capabilities.

HVAC Feature RazorSync QuoteIQ Elite
Scheduling & Dispatching✓ Included✓ Included
Estimating & Invoicing✓ Included✓ Included
QuickBooks Online Sync✓ Included✓ Included
QuickBooks Desktop Sync✓ Included✗ Online only
GPS Tracking✓ Included✓ Included
Route Optimization✓ Included✓ Included + Density Zones
Inventory Management✓ Included✓ Included
Mobile App (iOS + Android)✓ Included✓ Included
Customer Portal✓ Included✓ ClientHub
Online Customer Payments✓ Included✓ Included
AI Autopilot (Natural Language CRM)✗ Not published✓ 55-tool AI Autopilot
Virtual Call Team (AI Inbound + Outbound)✗ Not published✓ Included
AI Estimator✗ Not published✓ Included (all plans)
Before/After AI Photo Generator✗ Not published✓ Included
Review Multiplier (Automated Requests)✗ Not published✓ Included
Customer Self-Scheduling (InstaSchedule)✗ Not published✓ Included (Elite+)
Customer Self-Quoting (InstaQuote)✗ Not published✓ Included (Elite+)
Mass Campaigns (Email + SMS Marketing)✗ Not published✓ Included
Pipelines & Deals CRM✗ Not published✓ Included (Elite+)
MapMeasure Pro (Satellite Measurement)✗ Not published✓ Included
Job Costing✗ Not published✓ Included (Pro+)
EmployeeHub (Team Communication)✗ Not published✓ Included (Elite+)
AI Website Builder✗ Not published✓ Add-on (included on Max)
Options & Package Estimates✗ Not published✓ Included

Feature comparison reflects each vendor’s own published site as of this review. RazorSync’s genuine product advantage is QuickBooks Desktop sync, which QuoteIQ does not currently support. Always verify current features and pricing directly on RazorSync’s site before switching.

⚠️ Where RazorSync Wins
QuickBooks Desktop Sync — RazorSync publishes support for both QuickBooks Desktop and QuickBooks Online. This is their clearest product advantage. If your HVAC accountant requires QuickBooks Desktop specifically, this matters. QuoteIQ currently supports QuickBooks Online only.
Offline Mobile Capability — RazorSync’s mobile app is built around field reliability in areas with limited connectivity, which can matter for HVAC techs working in basements or mechanical rooms with weak signal. Always confirm current offline behavior directly with RazorSync.
Simpler Feature Set for a Single-Truck Operation — if you run a small HVAC operation and only need scheduling, dispatching, and invoicing without AI or marketing tools, RazorSync’s more focused feature set may feel like less to learn.
Not Published on RazorSync

Virtual Call Team — Never Miss an Emergency HVAC Call Again

RazorSync’s published site does not list AI call answering at any tier. When a homeowner’s furnace fails at 2 AM, the call has to go somewhere. QuoteIQ’s Virtual Call Team answers inbound calls and can run outbound follow-ups, included on Pro and above and billed by the minute through IQ Credits.

AI PHONE TEAM

Virtual Call Team

AI answers your calls 24/7 — qualifying leads, filtering spam, and sending you instant summaries. Every call recorded and transcribed. Billed per minute through IQ Credits; call volume is minute-limited at lower plan tiers.

Explore Virtual Call Team →
🤖
AI Receptionist
(912) 555-0199 — Incoming
Ringing
🤖
AI Receptionist
Thanks for calling! No-heat this morning — I’m sorry to hear that. Can I get a few details so we can get someone out to you?
👤
Caller
Yes, my furnace stopped working overnight and it’s freezing in here.
🤖
AI Receptionist
I’d love to help! Can I get your address so we can flag this as an emergency call?
👤
Caller
Sure — 142 Whitaker Street, Savannah.
🤖
AI Receptionist
Got it! I’ve flagged this as an emergency and notified dispatch. Someone will call you back shortly to confirm arrival time.
Call Summary — AI Generated
Caller
(912) 555-0199
Duration
1:42
Issue
No-Heat Emergency
Address
142 Whitaker St
✓ Lead Qualified 📅 Dispatch Notified 🎙 Recorded
Not Published on RazorSync

AI Autopilot — Control Your HVAC Business with Natural Language

RazorSync’s published site does not list AI features of any kind. QuoteIQ’s AI Autopilot lets you say “Schedule an AC tune-up for Mrs. Johnson next Tuesday at 9 AM” and it happens — 55 tools across 13 categories, controlled by voice or text. Included on Pro and above.

FLAGSHIP AI FEATURE

AI Autopilot

Run your entire CRM with natural language. Create estimates, send invoices, reschedule jobs, text customers — just tell Autopilot what you want. 55 integrated tools across 13 categories. Voice or text.

Explore AI Autopilot →
🤖
AI Autopilot
Online · Ready
55 Tools
Create an estimate for Mrs. Johnson — AC tune-up and filter replacement. She’s at 142 Whitaker St.
Searching customers…
Looking up pricing for services…
Creating estimate & sending…
✨ Autopilot
Done! I created Estimate #1048 for Mrs. Johnson and sent it to her via SMS and email.
Customer Sarah Johnson
Address 142 Whitaker St, Savannah
Service AC Tune-Up + Filter
Total $189.00
✓ Estimate Created 📱 SMS Sent 📧 Email Sent
Tell Autopilot what to do…
🎤
Not Published on RazorSync

Job Costing — Know Your Exact Profit on Every HVAC Job

HVAC jobs have complex cost structures: compressors, refrigerant, copper fittings, labor hours, truck rolls. RazorSync’s published site does not list job costing at any tier. QuoteIQ tracks every dollar in and every dollar out on Pro and above — so you know which jobs are profitable and which are losing money.

REAL-TIME PROFITABILITY

Job Costing

Know your actual profit on every single job. Total price minus labor minus expenses equals profit — calculated automatically from time tracking and expense logs. No spreadsheets. No guessing.

Explore Job Costing →
📊 Job Profit Report
✓ Completed
Johnson — AC Tune-Up + Repair • Mar 12, 2026
Profit Margin 0%
$540
Total Price
$130
Labor
$95
Parts
=
$315
Profit
Labor −$130.00
Marcus Reed
2.5 hrs × $32/hr
$80.00
Jake Torres
2.0 hrs × $25/hr
$50.00
Parts & Materials −$95.00
Capacitor + contactor
$58.00
Refrigerant top-off
$27.00
Fuel (round trip)
$10.00
📈
Net Profit
Auto-calculated from time tracking
$315
Not Published on RazorSync

Review Multiplier — Automate 5-Star Reviews for Your HVAC Business

HVAC is a trust business. Homeowners check reviews before calling. RazorSync’s published site does not list review management or automated review requests. QuoteIQ’s Review Multiplier sends review requests automatically after every completed job — both an instant post-payment redirect and a full email/SMS review-request automation.

AUTOMATED REVIEWS

Review Multiplier

Customer pays → review request sent. They click, leave a review, you get notified. Google, Facebook, Yelp, and Angi. Both an instant post-payment redirect and a full email/SMS automation with multiple triggers.

Explore Review Multiplier →
Review Multiplier
⚡ Automated
💰
Invoice #1047 Paid — $315.00
Sarah Johnson • AC Tune-Up + Repair
📩
Review Request Sent
SMS + Email to sarah.j@email.com
🔗
Customer Clicked Review Link
Directed to Google Business Profile
New 5-Star Review
“AC was blowing warm air and they had us fixed same day. Technician explained everything and the price matched the estimate exactly.”
— Sarah J. via Google
G Google
f Facebook
Y Yelp
A Angi
See QuoteIQ in Action

What Is QuoteIQ?

Watch how QuoteIQ replaces RazorSync and the third-party tools many HVAC companies currently juggle.

Migration Guide

How to Switch from RazorSync to QuoteIQ in 4 Steps

1
Start Your Free Trial

Go to admin-quoteiq.web.app/register and select the plan that fits your crew size. You’ll get 14-day free trial access to the features of the plan you choose.

2
Export Your RazorSync Data

In RazorSync, export your customer list, work order history, and service records as CSV files. Check RazorSync’s own export documentation for the current process, since portal layouts change.

3
Import with AI Smart Import

Upload your CSV files to QuoteIQ’s AI Smart Import. The AI maps fields automatically from CRMs including Jobber, Housecall Pro, and ServiceTitan. A Done-For-You migration package is also available for a one-time setup fee.

4
Build Your HVAC Price Book and Go Live

Add your HVAC service rates — furnace tune-ups, AC installations, duct cleaning, heat pump conversions, boiler repairs, mini-split installations, emergency diagnostic fees, refrigerant recharges, and maintenance agreement packages. Then dispatch your first service calls, let Virtual Call Team handle after-hours emergencies, and let Review Multiplier start collecting reviews automatically.

Certification Note

Whichever platform you run, remember that nearly all HVAC technicians handling refrigerant are required to hold EPA Section 608 Technician Certification under the Clean Air Act — a compliance requirement that’s independent of which CRM you use. See the EPA’s certification requirements page for current rules.

What RazorSync Users Say

Common Feedback From RazorSync Reviews

Common themes echoed across independent review platforms for RazorSync — always check the current reviews yourself before deciding.

Independent Review Platforms

A recurring theme in independent reviews is dissatisfaction with pricing changes over time relative to the feature set — some long-tenured users report costs rising faster than the product itself has evolved.

Common theme, field service software reviews Pain point: Pricing changes over time
Independent Review Platforms

GPS and location-tracking reliability comes up repeatedly as an area of frustration, with some reviewers describing inconsistent tracking accuracy in the field.

Common theme, field service software reviews Pain point: GPS tracking reliability
Independent Review Platforms

Several reviewers note that feature development has slowed relative to newer entrants in the field service CRM space, particularly around AI and automation.

Common theme, field service software reviews Pain point: Slower feature development pace

These reflect general patterns reported across independent software review sites and should be verified against current reviews before making a decision.

Verified Reviews

What Contractors Say About QuoteIQ

4.7 stars across 4,103 verified reviews on the App Store and Google Play.

★★★★★

“I just started a pressure washing/HVAC business and I use QuoteIQ. I love the app — it keeps track of my payments, schedule, invoices, and so much more.”

— Brent Brignac · Google Play · Verified Review

★★★★★

“QuoteIQ has blown me away with its functionality. The app is a must have for anyone working in a service industry job — you no longer need 3-4 separate apps.”

— Stephan Pease · App Store · Verified Review

★★★★★

“This app has made it so easy to quote jobs. It’s easy to use, you can itemize your quotes, and it is super professional.”

— Jett Bales · Google Play · Verified Review

Built by Contractors

The People Behind QuoteIQ

QuoteIQ was built by home service contractors who scaled real businesses from the truck up.

Mike Vidan
Co-Founder, QuoteIQ

Mike grew and sold a pressure washing business before co-founding QuoteIQ. He built QuoteIQ because the tools available to HVAC and home service businesses were either too expensive, too complicated, or missing features contractors actually need in the field.

Read Mike’s Insights →
Justin Rogers
Co-Founder, QuoteIQ

Justin is a serial entrepreneur who brings the business-scaling perspective to QuoteIQ — the operational systems, hiring processes, and growth frameworks that take an HVAC company from a single truck to a multi-crew operation.

Read Justin’s Insights →
Honest Assessment

Who Should Stay on RazorSync

RazorSync is not the wrong tool for every HVAC business. Here’s when it makes sense to stay.

Your accountant requires QuickBooks Desktop. RazorSync publishes support for both QuickBooks Desktop and Online. QuoteIQ supports QuickBooks Online only. If Desktop is non-negotiable for your HVAC bookkeeping, RazorSync has a genuine product advantage here.

You run a small operation that only needs basic scheduling and invoicing. If you don’t need AI tools, are happy handling review requests manually, and don’t need marketing automation, RazorSync’s more focused feature set covers the fundamentals without the learning curve of a broader platform.

You need strong offline mobile access. If your techs regularly work in basements or mechanical rooms with poor cell signal, verify current offline capability directly with RazorSync — this is an area worth testing before you switch either way.

The main reasons to stay on RazorSync are QuickBooks Desktop support and a simpler feature set for smaller operations. Those are real, legitimate reasons. For HVAC companies that need AI, review automation, self-scheduling, job costing, and marketing campaigns to keep growing, QuoteIQ covers more ground in one platform.

Key Takeaways

RazorSync vs. QuoteIQ for HVAC — At a Glance

RazorSync covers core field service basics well: scheduling, dispatching, GPS tracking, and QuickBooks Desktop + Online sync.
RazorSync’s published site does not list AI tools, review automation, customer self-scheduling, marketing campaigns, or job costing at any tier.
QuoteIQ Elite bundles AI Autopilot, Virtual Call Team, Review Multiplier, InstaSchedule, InstaQuote, Mass Campaigns, Pipelines & Deals, and Job Costing in one login.
QuoteIQ supports QuickBooks Online only — RazorSync’s Desktop support is its clearest remaining advantage.
HVAC technician employment is projected to grow 11% through 2035 per the BLS — much faster than average — making CRM tooling that supports scale increasingly worth the switch.
Every QuoteIQ plan includes a 14-day free trial with full access to that plan’s features.
FAQ

Frequently Asked Questions

Is QuoteIQ really better than RazorSync for HVAC companies?
For HVAC businesses that need AI call handling, automated review management, customer self-scheduling, marketing campaigns, and job costing, QuoteIQ delivers all of these in one platform starting at the Elite plan. RazorSync’s published site does not list any of these capabilities. Both platforms cover the fundamentals — scheduling, dispatching, invoicing, and GPS tracking — reliably. The real difference shows up as your HVAC company grows past a single truck: QuoteIQ’s AI Autopilot, Virtual Call Team, and Review Multiplier automate work that RazorSync leaves entirely manual. RazorSync’s genuine edge is QuickBooks Desktop sync, since QuoteIQ supports QuickBooks Online only. If Desktop sync is a hard requirement, weigh that against the automation you’d be giving up. For a full breakdown, see QuoteIQ’s HVAC software page, or verify RazorSync’s current feature list directly on their website. Given that HVAC technician employment is projected to grow 11% through 2035 per the Bureau of Labor Statistics, choosing software that scales with a growing crew is worth weighing carefully now rather than migrating again later.
How much does RazorSync cost for an HVAC company?
RazorSync’s pricing changes, so check their current plans directly on their website rather than relying on a figure that may be outdated by the time you read this. What matters more than the exact number is what’s actually included at any published RazorSync tier: scheduling, dispatching, GPS tracking, inventory, and QuickBooks Desktop and Online sync are on their feature list. AI tools, review automation, customer self-scheduling, and marketing campaigns are not, as of this review. QuoteIQ’s current plans and pricing are published at myquoteiq.com/pricing, with Job Costing starting at Pro, Pipelines & Deals and InstaSchedule starting at Elite, and MapMeasure Pro included from Beginner up. Every QuoteIQ plan includes a 14-day free trial with access to that plan’s full feature set; a credit or debit card is required to start. HVAC labor costs also factor into what a CRM is worth to your business — the median HVAC technician wage was $61,010 in BLS data, so software that saves even an hour a week per tech adds up quickly.
Does RazorSync have AI features for HVAC dispatch?
Based on RazorSync’s published website as of this review, no — RazorSync does not list AI call handling, AI estimating, AI autopilot-style automation, AI text generation, or AI photo generation anywhere in its feature set. QuoteIQ includes AI Autopilot (55 tools across 13 categories controlling the CRM by voice or text), Virtual Call Team (AI inbound and outbound calling, billed per minute through IQ Credits), AI Estimator (photo-to-quote, included on every plan), and a Before/After AI photo generator. All plans include a monthly allotment of IQ Credits that power these tools, with higher plans getting a larger allotment, and every AI action shows its credit cost before it runs. Confirm RazorSync’s current AI roadmap directly with their sales team before assuming any of this has changed, since feature sets do get updated over time. AI-assisted quoting matters more as HVAC job complexity grows — the U.S. Energy Information Administration notes that space heating and cooling account for roughly half of a typical household’s energy use, which is part of why accurate, fast HVAC estimating carries real weight for homeowners comparing quotes.
Can RazorSync handle after-hours HVAC emergency calls?
RazorSync can send SMS and email alerts to technicians, but its published feature set does not include AI call answering or automated after-hours call handling — when a homeowner calls at 2 AM with a no-heat emergency, the call rings through to whoever’s on call, and if no one answers, that lead is often lost to the next contractor in the search results. QuoteIQ’s Virtual Call Team answers calls around the clock, qualifies the emergency, records and transcribes the call, and notifies dispatch automatically. It’s billed per minute through IQ Credits and is minute-limited on lower plan tiers, so heavy after-hours call volume works best on Pro plan or above. This pairs well with QuoteIQ’s scheduling, route optimization, and EmployeeHub’s crew assignment tools so emergency calls get routed to the nearest available tech. Emergency HVAC calls are common — the BLS notes that HVAC technicians are often on call for irregular hours during peak heating and cooling seasons.
Does RazorSync have automated review management for HVAC businesses?
No — based on RazorSync’s published site, it does not offer review management, automated review requests, or a reputation dashboard. For an HVAC business, reviews matter more than almost any other trade, since homeowners rarely have a prior relationship with an HVAC contractor before an emergency call, and 40,000+ contractors already rely on platforms like QuoteIQ partly for this reason. QuoteIQ’s Review Multiplier sends an instant post-payment redirect to your review page, plus a full email/SMS review-request automation with multiple triggers, covering Google Business Profile, Facebook, Yelp, and Angi. It’s paired with Email & Text Automations so review requests can be sequenced alongside other customer follow-up, and with ClientHub so every past conversation with that customer is visible in one place. Review Multiplier’s exact plan tier is under review internally — check current plan pages for the latest gating, and see the full features list for how it pairs with other automation tools. Reviews matter enough to HVAC customer decisions that the FTC’s guidance on endorsements and consumer reviews is worth a look before setting up any automated review-request system, to make sure your outreach stays compliant.
How do I migrate my HVAC customer data from RazorSync to QuoteIQ?
Export your customer list and work order history from RazorSync as CSV files — check RazorSync’s own help documentation for the current export path, since portal layouts change. Then upload the files to QuoteIQ’s AI Smart Import, which maps CSV fields automatically and also supports direct import from Jobber, Housecall Pro, ServiceTitan, and phone contacts. Most imports complete quickly, and a Done-For-You migration package is available for a one-time setup fee if you’d rather have QuoteIQ’s team handle contact import, price book setup, and a 1-on-1 onboarding session. Once your data is in, build out your HVAC price book using QuoteIQ’s business calculators and the HVAC cost calculator as a starting reference, then confirm your team’s EmployeeHub roles and permissions before you go live. Start the process at admin-quoteiq.web.app/register, or book a demo first if you’d rather walk through the import with someone on the team. Once migrated, it’s worth double-checking your mileage reimbursement rate for truck rolls — the IRS standard mileage rate rose mid-year in 2026, so old spreadsheet formulas may already be out of date.
Does QuoteIQ support QuickBooks Desktop for HVAC bookkeeping?
No. QuoteIQ currently supports QuickBooks Online only — it syncs invoices, payments, customers, and expense categories, with duplicate-sync protection built in and an auto-sync step for missing customers before estimate sync. RazorSync publishes support for both QuickBooks Desktop and QuickBooks Online, which is a genuine advantage if your HVAC accountant specifically requires Desktop. If you’re on Desktop today and switching accounting systems isn’t on the table, that’s a real reason to stay with RazorSync or a comparable Desktop-compatible platform. If you’re open to moving to QuickBooks Online as part of the switch, QuoteIQ’s Job Costing and Expense Tracking integrate directly with it on Pro and above, alongside full data export on every plan and Business Analytics for revenue reporting if you ever need to move your records elsewhere. Confirm your accountant’s current requirements directly before committing either way — accounting needs vary more than most other software decisions, and the IRS’s own guidance on small business recordkeeping is a useful baseline for what any bookkeeping setup needs to capture regardless of which CRM you land on.
What HVAC-specific features does QuoteIQ offer?
QuoteIQ offers Options Estimates (good-better-best proposals for AC or furnace replacements), Package Estimates (bundled maintenance agreements), Virtual Call Team for 24/7 emergency call handling, Job Costing to track profitability on every install and repair, MapMeasure Pro for satellite property measurement on commercial HVAC bids, and Mass Campaigns for seasonal tune-up promotions via email and SMS. Beyond those, QuoteIQ Cam lets techs document before/after conditions and build custom inspection reports on-site, and Inventory Management tracks capacitors, refrigerant, and other parts across trucks and warehouse locations. Since HVAC techs handling refrigerant need EPA Section 608 certification regardless of which CRM they use, none of this replaces that compliance requirement — see the EPA’s certification page for details on the four certification types. QuoteIQ’s full feature list is at myquoteiq.com/features, organized by category so you can see what’s included at each plan tier before you commit to a switch.
Ready to Switch?

Give Your HVAC Business the AI, Automation, and Reviews RazorSync Doesn’t Publish

QuoteIQ Elite: AI Autopilot. Virtual Call Team. Review Multiplier. Job Costing. InstaSchedule. Pipelines CRM. Mass Campaigns. Route Optimization. Everything included, in one login. 14-day free trial on the plan you choose.