QuoteIQ

⭐ 4.7 · 4,100+ Reviews

#1 CRM for Boiler Repair Companies in 2026

Tiered diagnostic and replacement pricing, satellite property measurement, circulator and zone-valve parts inventory, per-job costing, annual service-contract pipelines, combustion documentation, and AI-powered before-and-after install previews — one platform from $29.99/month.

4.7★4,100+ Reviews
$29.99Starting / mo
40,000+Contractors
14-dayFree Trial

Running a boiler repair company in 2026 is a business of emergency dispatch, seasonal service contracts, aging hydronic systems, and tight parts logistics. Every frozen-pipe call, every no-heat emergency at 2 a.m. in February, every cast-iron sectional leak diagnosed on a 40-year-old system — the business lives or dies on how fast your team can diagnose, quote, dispatch, document, and close. And the CRM running underneath it has to keep pace. That is exactly why QuoteIQ is the #1 CRM for boiler repair companies in 2026 — a field service platform combining tiered diagnostic and replacement pricing via Options Estimates, satellite property measurement through MapMeasure Pro, real-time parts inventory tracking across every service truck, per-call job costing, annual service-contract pipelines, 4K combustion-test documentation, and AI-powered install previews — all from $29.99 per month.

The problem most boiler contractors run into is software that was built for generalist field service work — software that never contemplated the reality of hydronic heating: circulator pumps on a zone that won’t run, an expansion tank that’s waterlogged, a low-water cutoff throwing an error code on a commercial cast-iron sectional, a combi unit that short-cycles because the sidewall vent termination is undersized. QuoteIQ was built by contractors Mike Vidan and Justin Rogers specifically because the existing CRM market treated heating work like it was the same as mowing a lawn. It is not. And the platform you run your boiler repair company on should reflect that.

Options Estimates are the single most powerful sales tool on the platform for heating contractors. When a homeowner calls you because their 30-year-old cast-iron boiler is leaking at the return tapping, you do not hand them one price. You present three. A patch repair at $485 (replace the section seal, pressure-test, and refill). A full valve-package refurbish at $1,285 (replace circulator, zone valves, pressure-reducing valve, and expansion tank). A high-efficiency condensing replacement at $14,200 (new wall-hung 95% AFUE combi, near-boiler piping, indirect water heater, Wi-Fi thermostat, and two-year labor warranty). Three tiers, one proposal, signed on the spot. Contractors running tiered Options Estimates report 30–50% higher average invoice values across the board — and boiler replacement is exactly the kind of high-ticket decision where that uplift is most pronounced.

MapMeasure Pro handles the satellite side of the job — measuring building footprints from the office to pre-calculate Manual J heat-loss estimates, confirming lot setbacks for propane-tank placement on oil-to-gas conversions, and pulling aerial views of basement walkout doors and flue termination paths before you dispatch a crew. A quick satellite pre-check during the phone call saves a truck roll on jobs that were never going to work.

Parts inventory is where most heating contractors quietly bleed money. Inventory Tracking keeps every circulator pump, zone valve, expansion tank, relief valve, low-water cutoff, aquastat, gas valve, ignition module, heat exchanger, flue pipe, indirect tank, and near-boiler copper fitting on every service truck visible from a single dashboard. When your technician is on a service call in February and needs a Taco 007 circulator, the CRM tells them which truck has one in stock — not which truck was supposed to have one six months ago before someone grabbed it without updating the count. Pipelines CRM tracks every lead from “no-heat emergency” through “diagnostic scheduled” → “estimate sent” → “deposit collected” → “install scheduled” → “commissioning complete” → “annual tune-up contract signed” in a visual Kanban board. Every stage is a revenue trigger. Every stalled deal is a follow-up task.

AI Before/After previews take a single photo of a dingy basement with a rusted cast-iron boiler, exposed copper piping, and a disconnected expansion tank — and render what the same basement looks like with a wall-hung condensing combi, clean PEX manifold, new indirect, and a neat flue termination. That visual sells the $14,200 replacement proposal over the $485 patch repair because the customer can actually see the finished job before signing anything. Pair that with contract attachments keeping AHRI certificates, gas-permit paperwork, CSD-1 commissioning reports, and manufacturer warranties bound to every proposal, and you have a close-rate machine no generic CRM can replicate.

This is the platform that runs 40,000+ home service contractors. A 4.7-star rating across 4,100+ App Store, Google Play, and Google reviews. Plans from $29.99/month for a solo heating tech up to $699/month for unlimited-user boiler shops running residential service, commercial steam retrofits, and oil-to-gas conversions across multiple markets. Five tiers, no contracts, 14-day free trial on every plan. According to the U.S. Bureau of Labor Statistics, employment of heating, air conditioning, and refrigeration mechanics and installers is projected to grow 9% from 2023 to 2033 — faster than the average for all occupations — and heating contractors certified through organizations like the Plumbing-Heating-Cooling Contractors Association are positioned to capture a disproportionate share of that growth. The rest of this guide walks through exactly how a boiler repair company uses QuoteIQ to grow faster, close more jobs, and stop leaving money on the basement floor.

The Short Version: QuoteIQ is the #1 CRM for boiler repair companies in 2026 because it combines tiered diagnostic, repair, and replacement pricing via Options Estimates, satellite Manual J pre-measurement with MapMeasure Pro, circulator-and-valve inventory across every service truck, per-call job costing, annual service-contract pipelines, 4K combustion documentation, and AI-powered Before/After install previews into one platform from $29.99 per month — 66–92% less than Jobber, Housecall Pro, or ServiceTitan for the equivalent feature set.

12 Features That Make QuoteIQ the Best CRM for Boiler Repair Companies

Every feature below is built in-house and included in the subscription. No add-ons. No per-user fees on the Pro plan. No required third-party integrations. Here is what the best CRM for boiler repair companies delivers every single day to operators running their shops and growing revenue.

📋

Options Estimates for Tiered Boiler Pricing

Options Estimates present diagnostic at $189, full repair at $1,285, and a high-efficiency replacement at $14,200 on a single proposal. Customers pick the middle or top tier 30–50% of the time, lifting average ticket meaningfully across every call.

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🗺️

MapMeasure Pro — Satellite Heat-Loss Pre-Calc

MapMeasure Pro measures building footprint, roof area, and lot setbacks from satellite so your estimator runs a preliminary Manual J and a propane-tank clearance check before dispatch — no truck roll wasted.

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📦

Inventory Tracking Across Every Service Truck

Inventory Tracking manages circulators, zone valves, expansion tanks, aquastats, low-water cutoffs, gas valves, ignition modules, flue pipe, and indirect tanks across your warehouse, every truck, and every active job site in one dashboard.

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💰

Per-Job Costing With Real Margins

Job Costing logs labor hours, parts issued from inventory, permit fees, and subcontractor bills per call. You see actual margin on a combi install or steam retrofit in real time — not six weeks later during tax prep.

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📸

QuoteIQ Cam — 4K Combustion Documentation

QuoteIQ Cam captures 4K photos and video of combustion analyzer readouts, flue-gas temperatures, draft-pressure tests, and CSD-1 commissioning steps — every artifact saved to the customer history for warranty and inspection defense.

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🎨

AI Before/After Install Previews

AI Image Generator takes a single photo of a cramped mechanical room with a cast-iron boiler and renders it with a wall-hung combi, PEX manifold, and clean near-boiler piping. The visual closes replacement tiers nothing else touches.

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📅

Scheduling + Route Optimization

Scheduling with drag-and-drop calendars plus Route Optimization sequences tune-up routes to minimize drive time between annual maintenance calls during heating season.

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💬

ClientHub — Dedicated Business Phone

ClientHub gives your boiler shop a dedicated business phone number with two-way calling and texting logged to every customer record. Every emergency call is captured, every text threaded into the job history.

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🎯

Service Packages for Annual Tune-Ups

Package Estimates bundle annual tune-ups, combustion testing, chimney inspection, and discounted emergency dispatch into a $289/year membership that auto-renews via Invoice Subscriptions.

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🤖

AI Autopilot — 35-Tool Voice CRM

AI Autopilot lets you say “create an estimate for Mrs. Nolan — combi boiler replacement, $14,200” from a crawl space on your phone. Thirty-five integrated CRM tools, every plan, starting at $29.99/month.

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📞

Virtual Call Team — 24/7 AI Dispatch

Virtual Call Team answers every after-hours no-heat call, qualifies the emergency, captures the address, and books the dispatch. You do not lose a single February midnight call to voicemail again.

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📊

Pipelines CRM for Multi-Channel Revenue

Pipelines CRM tracks residential service, commercial steam retrofits, property-manager portfolio accounts, and oil-to-gas conversion leads in separate Kanban boards — visibility on every revenue channel at once.

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A Day in the Life — 6 Steps a Boiler Repair Company Runs on QuoteIQ

Here’s how a typical day looks for a boiler repair company using QuoteIQ. This is the operational rhythm of a 4-person shop in New England running annual tune-ups, emergency no-heat calls, and a steady trickle of oil-to-gas conversions and combi replacements through the heating season.

1

7:15 AM — Morning Setup & Dispatch

Open Scheduling and see today’s route: six annual tune-ups, one leak-diagnostic callback, and a combi commissioning scheduled for 2 p.m. Run Route Optimization to sequence the tune-ups by ZIP code. Check Route Density Zones — your southern tech is clustered tight, your northern tech has two jobs 18 miles apart. Shift one southern tune-up north to balance windshield time. Quick team message to both trucks: today’s parts transfers, weather alert, one customer’s gate code changed.

2

9:40 AM — Tune-Up + QuoteIQ Cam Documentation

Tech #1 is on an annual tune-up on a Burnham cast-iron sectional. Combustion analyzer reads high CO — 180 ppm. QuoteIQ Cam captures the analyzer screen, the sooted burners, and the cracked refractory. Inspection Forms document the findings. The tech runs an Options Estimate on the spot: cleaning-and-adjustment at $385, full burner rebuild with new refractory at $1,450, or replacement with a high-efficiency combi at $13,900. E-signed, deposit taken via Online Payments, all on an iPad in the basement before the tech leaves the driveway.

3

11:20 AM — Consultation, MapMeasure, Options Estimate, AI Before/After

A lead from last week’s InstaQuote request asked for an oil-to-gas conversion estimate. Before dispatching the truck, the office pulls up the property in MapMeasure Pro — 2,240 sq ft, attached garage, good sidewall access for a vent run, propane-tank clearance confirmed. On-site, the tech photographs the existing oil burner, uploads to AI Before/After, and renders the same basement with a wall-hung condensing combi and clean PEX manifold. The homeowner picks the premium tier at $16,800. E-signature, deposit, install scheduled.

4

1:15 PM — The Upsell With Margin Calculation

On the tune-up from this morning, the homeowner calls back wanting a second opinion on the cracked refractory. The estimator uses Business Calculators to run margin live on the phone: refractory repair bills at $1,450, costs $420 in parts and 4 hours labor — a clean 60% gross margin. Combi replacement bills at $13,900, costs $5,200 in parts plus subcontracted electric and 16 hours field labor — 52% gross margin on bigger revenue. Either call is a winner. The homeowner picks the refractory. Estimate re-sent with e-signature, locked in.

5

3:00 PM — Combi Commissioning & Job Costing Deep Dive

Commissioning a condensing combi install from two weeks ago. Combustion-analyzer readouts (O₂, CO, flue temp, draft pressure), low-fire and high-fire adjustments, outdoor-reset curve programming — every step photographed through QuoteIQ Cam and attached to the customer profile. The CSD-1 commissioning checklist is archived via contract attachments. Final Job Costing review: the install billed at $14,200, hit $5,480 in parts and $3,100 in labor, for a 60% gross margin. Logged, closed, ready for the homeowner’s ENERGY STAR rebate paperwork.

6

5:30 PM — End of Day With Review Multiplier & Analytics

End of the service day. Review Multiplier auto-sends a Google-review request to every customer paid today — six tune-ups, one commissioning, one diagnostic. Business Analytics dashboard shows the week: $28,400 booked, $3,200 in parts issued from inventory, $21,800 collected, 4 new annual service contracts signed, close rate at 62% for the week. Email automation fires tomorrow’s tune-up reminders. The shop owner reviews tomorrow’s Pipelines and sees two combi estimates sitting in “awaiting approval” since Monday. Automated nudge scheduled for 7 a.m. tomorrow.

The day above runs entirely inside QuoteIQ. No boiler-company spreadsheet. No CompanyCam subscription. No second phone line. No manual follow-up list taped to a dispatcher’s monitor. One login. One platform. One place where every call, every estimate, every install, every commissioning record, every tune-up contract, and every margin calculation lives. That operational unification is the real reason the CRM for boiler repair companies matters — and the real reason heating contractors pick QuoteIQ over Jobber, Housecall Pro, or ServiceTitan — and the reason once they pick it they never go back.

“Same day. Not tomorrow morning — same day. Whoever sends a clear, specific estimate first is the one the customer starts comparing everyone else to. That’s a psychological anchor, and it’s real.”

Mike Vidan, 20+ year home service business owner · Full insights →

How It Works With QuoteIQ

  1. No-Heat Call Comes In — Virtual Call Team answers after hours, captures address and symptoms, and books the emergency dispatch slot directly to your Scheduling calendar.
  2. Pre-Visit Satellite Check — MapMeasure Pro measures the building and confirms propane-tank clearance or sidewall vent access before the truck rolls.
  3. On-Site Diagnostic + Options Estimate — Tech diagnoses the boiler fault, runs a combustion analyzer, and presents tiered repair-vs-replacement pricing via Options Estimates on an iPad.
  4. E-Sign, Deposit, Parts Issued From Inventory — Customer approves with E-Signatures, deposit collected through Online Payments, parts pulled from the truck’s Inventory Tracking stock.
  5. Commissioning Documentation + Review Request — QuoteIQ Cam captures CSD-1 commissioning photos and analyzer readouts; Review Multiplier auto-requests a Google review on payment.

QuoteIQ vs. Jobber vs. Housecall Pro vs. ServiceTitan — Boiler Repair CRM Comparison

The comparison below shows exactly why QuoteIQ is the #1 CRM for boiler repair companies in 2026, verified against competitor documentation. Where a competitor offers a partial or paid-add-on version of a feature, we note it with ⚠️ and the context. Where a feature is genuinely missing, we note ❌. Being fair about what competitors actually ship matters — heating contractors deserve accurate information to make the right software choice for their business.

Feature QuoteIQ Jobber Housecall Pro ServiceTitan
Options Estimates (Good/Better/Best)✅ Included on all plans⚠️ Quote add-on, limited⚠️ 3-tier quotes in MAX✅ Included in Core+
Satellite Property Measurement (MapMeasure Pro)✅ Included on Pro and above⚠️ GoiLawn integration ($67–$255/mo)⚠️ GoiLawn integration add-on⚠️ Third-party integration
Inventory Tracking for Boiler Parts✅ Included on Elite and above⚠️ Basic product library only⚠️ Ply integration ($13.49/user/mo)✅ Included (enterprise tier)
Per-Job Costing✅ Included on Pro and above⚠️ Basic expense tracking⚠️ MAX plan only✅ Included
4K Photo Documentation + Before/After✅ QuoteIQ Cam on Beginner+⚠️ CompanyCam ($30/user/mo)⚠️ Basic photo attach only⚠️ Third-party integration
AI Autopilot (35-tool natural language CRM)✅ Included on all plans❌ Not available❌ Not available❌ Not available
Virtual Call Team (24/7 AI dispatch)✅ Included on Elite and above⚠️ AI Receptionist add-on ($99/mo)⚠️ After-hours answering service paid⚠️ Dispatch Pro add-on
InstaSchedule (customer self-booking)✅ Included on Elite and above⚠️ Online booking (limited)⚠️ Customer portal booking✅ Booking Pro included
Pipelines CRM (visual Kanban deals)✅ Included on Pro and above⚠️ Basic work request pipeline❌ Not available⚠️ Sales pipeline in Service Titan Pro
Dedicated Business Phone (ClientHub)✅ Included on Pro and above❌ Not native⚠️ HCP Voice (custom pricing)✅ Included
Contract Attachments (AHRI, CSD-1, permits)✅ Included on all plans⚠️ Attachments on quotes only✅ Attachments supported✅ Included
Invoice Subscriptions (annual tune-up memberships)✅ Included on Pro and above⚠️ Recurring invoices (basic)⚠️ Service Plans in MAX✅ Memberships included
QuickBooks Online Integration✅ Included on Pro and above✅ Included✅ Included✅ Included
Review Multiplier (automated review requests)✅ Included on all plans⚠️ Review requests (basic)⚠️ Basic review request⚠️ Marketing Pro add-on
Starting Price$29.99/mo$448+/mo (Grow + CompanyCam)$750+/mo (MAX tier)$1,800+/mo per tech minimum

Add it up. A 4-person boiler repair shop running Jobber Grow with CompanyCam for photo documentation, GoiLawn for satellite measurement, and ResponsiBid for customer self-quoting is paying $448+/month — and still does not have AI Autopilot, does not have Virtual Call Team, and does not have an integrated dedicated business phone. The same shop running Housecall Pro MAX with the add-on stack pushes $750+/month. ServiceTitan does not sign contracts under $1,800/month per technician, plus early-termination fees of $5,000–$20,000 buried in the fine print. QuoteIQ Pro at $149.99/month for 4 users includes every feature listed above — no per-user fees, no required integrations, no 12-month lock-in. That is the math. And it is the reason boiler repair companies switching from any of those three platforms typically see their monthly software spend drop 60–80% while feature coverage goes up, not down.

Managing Your Boiler Repair Crew With EmployeeHub

The CRM for boiler repair companies that you run has to manage crew roles correctly. A 4-person heating crew is really three distinct labor profiles with three distinct pay structures, three distinct equipment lists, and three distinct customer-facing roles. The CRM running your boiler repair company needs to reflect that reality — not flatten everyone into “field tech.” EmployeeHub gives you role-based permissions, time tracking, and pay-rate-specific job costing for every crew member. Here’s what that looks like in practice for a typical New England shop.

Crew A — Premium Install Team (2-person)

Your A-team runs combi replacements, oil-to-gas conversions, steam retrofits, and commercial cast-iron sectional work. They are the highest-paid crew at $38–$46/hour loaded labor cost. Their Time Tracker Pro records per-job hours against the specific install, and Job Costing flows that labor automatically into margin calculations. They never touch $189 tune-up calls — those go to Crew B. Their equipment list (press tools, tubing cutters, Wirsbo expansion tools, combustion analyzers, nitrogen test kits) is tracked via GPS tracking on the install truck.

Crew B — Volume Service Team (2-person)

Your B-team handles annual tune-ups, zone-valve replacements, circulator swaps, aquastat changes, and diagnostic calls. They are paid $26–$32/hour loaded. Their day is route-density-optimized through Route Optimization — eight calls a day is normal, ten is a big day. QuoteIQ Cam documents every service, Options Estimates are presented on every call where the boiler is 15+ years old, and every completed call fires a Review Multiplier request.

Sales/Estimator With EmployeeHub Manager Role

Your estimator or shop owner handles quote follow-ups, consultations on large combi or commercial steam jobs, and quarterly review of margins per crew through Business Analytics. The Manager role in EmployeeHub unlocks full Pipelines CRM visibility, Sales Tracker performance metrics per crew, and cross-crew scheduling through the central calendar — so when Crew A finishes a retrofit early, the manager can reassign them to Crew B’s biggest job of the day.

Growth Strategy — Three Revenue Channels for Boiler Repair Companies

Every profitable heating contractor in 2026 runs at least three parallel revenue channels. The CRM for boiler repair companies that you choose should make each of them easier to operate — not harder. Here is the math.

Channel 1 — Annual Tune-Up Memberships. A $289/year membership bundles the annual tune-up, combustion analysis, chimney inspection, and a 10% discount on emergency service. Invoice Subscriptions auto-bills the membership every September. If your shop signs 40 memberships a month over a 9-month heating season, that is 360 memberships × $289 = $104,040/year in recurring revenue — before a single truck rolls. That revenue pays your fixed costs before emergency work even starts.

Channel 2 — Emergency & Repair Dispatch. Your Options Estimates at $189 diagnostic / $485 standard repair / $1,285 full valve-package refurbish turn every no-heat call into a three-tier decision for the homeowner. Average closed-ticket value runs $620 across the mix. A two-tech shop running four emergency/repair calls a day over the 9-month heating season hits 1,880 calls × $620 = $1,165,600 in annual repair revenue. Virtual Call Team captures every 2 a.m. no-heat call you used to lose to voicemail.

Channel 3 — Replacement & Retrofit. The high-ticket side of the business: condensing combi replacements at $14,200, oil-to-gas conversions at $16,800, steam-to-hot-water retrofits at $24,500, commercial cast-iron sectional work at $38,000+. Homeowners replacing an older boiler with an ENERGY STAR certified high-efficiency boiler may also qualify for up to $2,000 through the IRS 25C Energy Efficient Home Improvement Credit — a powerful closing lever your estimator can reference on every replacement consultation. A shop closing 36 replacements a year at an average $17,400 per job hits $626,400 in replacement revenue — with AI Before/After and tiered Options Estimates meaningfully lifting both close rate and average ticket. Three channels, same CRM, every invoice syncing to QuickBooks through a single integration.

Every Tool a Boiler Repair Company Needs — In One Platform

The CRM for boiler repair companies you choose either includes the tool list below or makes you subscribe to four separate platforms to cover it. QuoteIQ includes all of the following in the subscription — and a few dozen more. Every tool below is linked to its feature page so your team can dig into the specifics when they need to.

Options Estimates
MapMeasure Pro
Inventory Tracking
Job Costing
QuoteIQ Cam
AI Autopilot
Virtual Call Team
ClientHub
Review Multiplier
Pipelines CRM
InstaSchedule
Route Optimization

Dig deeper with Standard Estimates, Quick Estimates, Package Estimates, Invoicing, Online Payments, E-Signatures, Contract Attachments, Expense Tracking, EmployeeHub, Time Tracker Pro, GPS Tracking, Team Communication, AI Estimator, AI Text Generator, AI Image Generator, Route Density, InstaQuote, Invoice Subscriptions, Inspection Forms, Contact Forms, Property Street View, Zillow Quick Access, Business Calculators, Export Data, Google Calendar Sync, the Before/After Photo Editor, the AI Website Builder, Email & Text Automation, Mass Campaigns, Sales Tracker, Business Analytics, and QuickBooks Integration. Every one of them native to QuoteIQ. Every one of them included in your subscription. No add-ons. No per-user fees on Pro.

“If you’re losing two jobs a month because follow-up falls through the cracks, and each job is worth $300, that’s $7,200 a year from one failure point. Most $150,000-plus businesses have four or five failure points like that running simultaneously.”

Justin Rogers, serial entrepreneur & co-founder of QuoteIQ · Full insights →

QuoteIQ Pricing — Five Plans Built for Heating Contractors

Five tiers, no contracts, 14-day free trial on every plan. When shopping for the best CRM for boiler repair companies, pricing transparency matters — which is why QuoteIQ publishes every tier on a single page. Boiler repair companies typically land on the Pro plan because it unlocks ClientHub, per-job costing, Pipelines CRM, QuickBooks sync, and automation — everything a 2–4 person heating shop needs. Larger operations running commercial retrofits and multiple service trucks move to Elite or Max for Virtual Call Team, InstaSchedule, Inventory Tracking, and AI Autopilot’s full 35-tool stack.

$29.99
/month
1 user · 500 IQ Credits
$74.99
/month
2 users · 1,500 IQ Credits
Best for Boiler Repair
$149.99
/month
4 users · 3,000 IQ Credits
$299
/month
7 users · 5,000 IQ Credits
$699
/month
Unlimited · 8,000 IQ Credits

All plans include a 14-day free trial. No contracts. Cancel anytime.

Compare those numbers to what the heating-software market looks like in 2026. Jobber Grow with CompanyCam for photo documentation starts at $448+/month. Housecall Pro MAX with the add-on stack runs $750+/month. ServiceTitan starts at $1,800/month per technician on a required 12-month contract. The same boiler repair company paying $1,800 for ServiceTitan can pay $149.99 for QuoteIQ Pro and unlock a larger feature set with zero lock-in. That is a $19,800/year saving to the bottom line on software alone — before the efficiency gains on AI Autopilot, Virtual Call Team, and InstaSchedule start showing up in the P&L.

The 14-day free trial lets your shop load real customer data, run actual estimates on real calls, and commission a few real service jobs inside QuoteIQ before any commitment. There is no contract to sign. There is no cancellation fee. You can switch plans mid-month. The entire pricing model is built on the premise that if the software is genuinely better, you will stay — and if it is not, you should not.

FAQ — CRM for Boiler Repair Companies

Why is QuoteIQ the #1 CRM for boiler repair companies in 2026?

Because it combines tiered diagnostic-to-replacement pricing via Options Estimates, satellite property measurement with MapMeasure Pro, parts inventory across every service truck, per-job costing, annual tune-up memberships through Invoice Subscriptions, 4K combustion documentation via QuoteIQ Cam, AI Before/After install previews, and 35-tool AI Autopilot control — all from $29.99/month with no contracts and no per-user fees on the Pro plan.

Does QuoteIQ offer a free trial?

Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime.

Can QuoteIQ handle tiered boiler replacement pricing?

Yes. The CRM for boiler repair companies needs to handle tiered pricing natively, and Options Estimates on QuoteIQ let you present three replacement tiers — a standard cast-iron replacement at $4,800, a mid-efficiency condensing combi at $8,500, and a premium high-efficiency condensing system with zoning at $14,200 — all on a single proposal. Average ticket lifts 30–50% when customers choose between tiers instead of accepting a single quote.

How does QuoteIQ track inventory for boiler parts?

Inventory Tracking (Elite plan and above) manages circulator pumps, zone valves, expansion tanks, aquastats, low-water cutoffs, gas valves, ignition modules, flue pipe, indirect tanks, relief valves, and near-boiler copper fittings across your warehouse, every service truck, and every active job site. Reorder alerts, per-truck stock visibility, and automatic deduction on job completion all built in.

Does QuoteIQ integrate with QuickBooks Online for heating businesses?

Yes. QuoteIQ includes native QuickBooks Online integration on the Pro plan ($149.99/month) and above. Estimates, invoices, payments, and expense tracking sync automatically — no manual CSV imports, no double data entry.

How much does QuoteIQ cost compared to ServiceTitan for a boiler repair shop?

QuoteIQ Pro is $149.99/month for 4 users with full boiler-shop functionality. QuoteIQ Elite is $299/month for 7 users with Virtual Call Team, InstaSchedule, and full Inventory Tracking. ServiceTitan starts at $1,800/month per technician on a required 12-month contract. A 4-tech heating shop on QuoteIQ Elite saves roughly $6,900/month compared to ServiceTitan — over $82,000/year back in the business.

Can QuoteIQ automate annual tune-up reminders for heating customers?

Yes. A proper CRM for boiler repair companies automates this end-to-end — Email & Text Automation fires seasonal tune-up reminders every September based on last service date. Invoice Subscriptions auto-bills annual tune-up memberships every year. Customers who are on a $289/year membership stay on your books automatically — no manual outreach required.

Does QuoteIQ support emergency no-heat dispatch for boiler companies?

Yes. Virtual Call Team (Elite plan and above) answers after-hours emergency calls 24/7, qualifies the no-heat severity, captures the address, and books the dispatch slot directly on your Scheduling calendar. You stop losing 2 a.m. February emergency calls to voicemail.

Can QuoteIQ document CSD-1 commissioning and combustion analyzer readings?

Yes. QuoteIQ Cam captures 4K photos and video of combustion analyzer readouts (O₂, CO, flue temperature, draft pressure), sidewall vent terminations, near-boiler piping, and CSD-1 commissioning checklist steps. Every photo saves to the customer history for warranty and inspection defense. Contract attachments archive the CSD-1 paperwork and manufacturer registration alongside the estimate.

Does QuoteIQ help boiler repair companies get more Google reviews?

Yes. Review Multiplier auto-sends a Google review request to every paying customer the moment payment clears — after a tune-up, a commissioning, a repair, or a replacement install. Most heating contractors running Review Multiplier see 3–5× the review volume they had before, lifting local SEO and closing rates simultaneously.

“The map measure pro function has made it very easy to close deals and accurately quote jobs.”

Ashad siddiqui 123 · App Store · 5★ Verified Review
★★★★★

“It’s perfect for any home service industry, keeping everything organized and professional.”

— Seitz Nick · App Store · 5★
★★★★★

“This app is intuitive, stable, and perfect for small business owners managing multiple service appointments.”

— Bancroft Bryson · App Store · 5★
★★★★★

“From quoting to scheduling to measuring—every tool my service business needs.”

— Echevarria Roney · App Store · 5★

8 Reasons the #1 CRM for Boiler Repair Companies Is QuoteIQ

01 · TIERED PRICING

Options Estimates lift average ticket 30–50% by giving homeowners a repair-vs-replace decision on every call.

02 · SATELLITE MEASUREMENT

MapMeasure Pro pre-calcs Manual J building footprint and propane-tank clearance before the truck rolls.

03 · PARTS INVENTORY

Inventory Tracking keeps circulators, zone valves, and expansion tanks visible across every truck.

04 · 4K DOCUMENTATION

QuoteIQ Cam archives combustion-analyzer readings and CSD-1 commissioning to the customer record.

05 · 24/7 DISPATCH

Virtual Call Team captures every 2 a.m. no-heat call you used to lose to voicemail.

06 · AI BEFORE/AFTER

AI Image Generator renders cramped mechanical rooms with clean combi installs — closes premium tiers.

07 · TUNE-UP MEMBERSHIPS

Invoice Subscriptions auto-bill $289/year tune-up plans — $100k+ in predictable revenue per year.

08 · 60–80% CHEAPER

$149.99/month Pro vs. $448+ Jobber, $750+ Housecall Pro, $1,800+ ServiceTitan — same or better feature coverage.

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