QuoteIQ vs Leap: All-Trade AI CRM vs Roofing & Remodeling Specialist

Leap is a serious roofing and remodeling CRM. QuoteIQ is built for every trade you run.

Leap deserves real credit. Its CRM and its SalesPro in-home sales app were designed around how roofing, siding, windows and doors, and kitchen-and-bath companies actually sell: a rep sits at the homeowner’s table, walks through options, presents financing, and gets a signature before leaving the driveway. Its own site highlights labor and materials libraries, supplier ordering with ABC Supply and SRS Distribution, GreenSky financing, measurement integrations such as EagleView, Hover, and GAF QuickMeasure, and dedicated subcontractor and customer portals. For a production-heavy roofing operation with a sales team, that is a coherent stack.

QuoteIQ starts from a different place. It was built by home service contractors for home service contractors, and it covers 50+ trades from one app — roofing and remodeling, but also gutters, painting, concrete, HVAC, plumbing, pressure washing, and lawn care. Every plan includes AI tools powered by monthly IQ Credits, the estimate builder with Standard, Quick, Options, and Package types, invoicing, online payments, e-signatures, and scheduling. As you move up the plans you add satellite measurement, photo documentation, a dedicated business phone line, job costing, QuickBooks Online, customer self-quoting, route optimization, GPS time tracking, and inventory.

The practical question isn’t which product is “better.” It’s which one matches the way your company wins work and the trades you plan to be in two years from now. If you are a single-trade roofer with an outside sales team and a supplier relationship you never want to leave, Leap’s specialization is a genuine advantage. If you run a mixed-trade company, a lean crew that measures and quotes from the truck, or a growing shop that wants AI to handle follow-ups and phone calls, QuoteIQ’s breadth and flat plan pricing usually fit better.

What Leap is, in plain terms

Leap sells two connected products. Leap CRM covers customer records, digital estimates, team calendars, project management, and customer communication — many longtime roofers still know it through its JobProgress login roots. Leap SalesPro is the in-home sales app reps use to present proposals and options on a tablet in the living room. Leap markets primarily to roofing contractors, with solutions for remodeling, windows and doors, kitchen and bath, residential construction, and siding. That focus shows up in features like supplier ordering and measurement-report integrations, which matter most when a company installs the same exterior systems every week.

Because this page compares two living products, we keep every Leap statement to what Leap publishes about itself today. We don’t quote Leap’s prices, user limits, contract terms, or trial length here — those change, and you should read them directly on Leap’s pricing page before you decide. What we can show you precisely is what QuoteIQ costs and what each plan includes.

What QuoteIQ is, in plain terms

QuoteIQ is a field service CRM that runs on iOS, Android, and the web with full mobile and web parity. You can measure a roof from satellite imagery, build an Options estimate with good, better, and best tiers, send it as a branded proposal, collect a signature and a deposit, schedule the crew, document the job with photos, invoice, and get paid — without leaving the app. On top of the core workflow sit three distinct AI tools: AI Autopilot, the general manager you can talk to (55 integrated tools across 13 categories); the AI Estimator, which turns property photos into line-item pricing for your local market; and the in-document AI CoPilot that edits estimates and invoices while you build them.

Kitchen, bath, and whole-home remodeling: what changes

Remodeling is where Leap and QuoteIQ overlap most, and where the details of documentation, change orders, and compliance decide which system saves you time.

Remodeling scopes are longer, more custom, and more likely to change mid-job than roofing scopes. In QuoteIQ, a remodel usually starts as a Package estimate — demolition, rough-in, drywall, tile, fixtures, paint — with sub-items under each phase so the homeowner sees a clean summary while your team keeps the detail. The free drywall cost calculator, flooring cost calculator, painting cost calculator, and demolition cost calculator give you a fast sanity check on each phase before the numbers go into the estimate.

When the homeowner asks for an upgrade halfway through, editing a sent estimate automatically voids the outstanding signature request, so nobody signs a stale scope. Expiration dates on estimates keep old pricing from coming back to bite you when material costs move. And because before-and-after photo editing and the gallery live on the job, your portfolio builds itself as you work.

Lead-safe documentation on pre-1978 homes

Remodelers working on older homes carry a compliance burden roofers often don’t. Under the EPA’s Renovation, Repair and Painting (RRP) Program, anyone paid to disturb painted surfaces in homes, child-care facilities, and preschools built before 1978 must be certified, and their employees trained, in lead-safe work practices. QuoteIQ doesn’t certify anyone — but it makes the paper trail easy to keep. Use custom inspection forms to record the year built, test results, containment setup, and cleaning verification, attach photos with QuoteIQ Cam, and store signed homeowner acknowledgments as a contract attachment on the job.

Remodeling sub-trades on one platform

The biggest structural difference shows up when a remodeler adds trades. Kitchen and bath companies frequently branch into flooring, basement finishing, decks, or waterproofing. QuoteIQ has dedicated setups for kitchen remodeling software, bathroom remodeling software, flooring installation, drywall contractors, basement waterproofing, and deck building, all inside the same account. Pricing the outdoor side is quicker with the deck cost calculator and the basement waterproofing cost calculator. If you run separate brands, Max includes four additional businesses through multi-business, sharing one pool of IQ Credits.

The Harvard Joint Center for Housing Studies estimates Americans spend more than $600 billion a year on home improvement and maintenance. That market rewards remodelers who can quote quickly, document carefully, and finance big tickets — the same three things a CRM should make easy.

Windows, doors, siding, gutters, and the trades you’ll add next

Leap’s site lists roofing, remodeling, windows and doors, kitchen and bath, residential construction, and siding. QuoteIQ covers those and more than 40 other home service trades.

Most exterior contractors don’t stay single-trade for long. A roofer adds gutters because the crew is already on the ladder. A siding company adds windows because the homeowner asks. A remodeler adds decks because spring is slow. Each new line of business is easier when it lives in the same estimate builder, calendar, and invoice flow you already know. QuoteIQ has trade-specific setups for siding installation, window replacement, gutter installation, gutter guard installation, insulation installation, solar installation, and fence installation, plus broader general contractor and construction contractor configurations.

Recurring service is where multi-trade shops find steady cash flow between big installs. Gutter cleaning, roof washing, and seasonal maintenance plans are natural add-ons for an exterior company, and QuoteIQ handles them with invoice subscriptions, recurring scheduling, and mass text and email campaigns on Elite and up for seasonal reminders. Price those add-ons in seconds with the gutter cleaning cost calculator, the insulation cost calculator, or the fence cost calculator, and bill them on a clean construction invoice template while you’re getting set up.

The U.S. Census Bureau’s construction spending survey tracks the monthly value of construction put in place across residential and nonresidential work — a useful pulse check when you’re deciding which service line to grow next. Whatever you choose, the QuoteIQ industries directory shows how each trade is configured, and the compare hub covers other roofing and contractor CRMs side by side.

Moving from Leap to QuoteIQ: what the first two weeks look like

Switching CRMs mid-season feels risky. In practice, most of the work is getting your customer list, price book, and estimate templates right — and QuoteIQ gives you tools for all three.

Start by asking Leap how to export your account data — customers, contacts, and any job or estimate history you need to keep — as CSV files. QuoteIQ’s AI Smart Import reads CSV exports from other CRMs and maps the columns automatically, and you can also import contacts straight from your phone. Your data stays yours: data export is available on every QuoteIQ plan, so you’re never locked in.

Next, rebuild your Price Book with the services and materials you actually sell, then save your most common scopes as estimate templates — a standard tear-off, a repair minimum, a gutter package. Set up email and text automations (Pro and up) for estimate follow-ups; you can describe an automation in plain language and QuoteIQ builds it for you. Connect QuickBooks Online, invite your team, and set roles and permissions before the first crew clocks in.

If you’d rather not do it yourself, QuoteIQ’s Done-For-You onboarding comes in two one-time tiers, $299.99 and $999.99, and covers contact import, price book setup, and a one-on-one onboarding session. Either way, the 14-day free trial gives you full access to the features of the plan you choose, so you can run real jobs in QuoteIQ while Leap is still in place and cut over when your team is comfortable.