QuoteIQ vs Workiz 2026: Published Prices vs Quote-Only Plans

Workiz is capable. The real difference is how you buy it.

Workiz is an established field service platform with scheduling, dispatching, invoicing, online booking and a long list of operations tools. Its public pricing page shows three plans, Standard, Pro and Ultimate, and every one says “Request pricing.” No dollar figures are published, so you learn the price through a sales conversation. The page also lists Genius Phone, Genius Answering and Genius Marketing as sold separately, which means your monthly total depends on which of those you add.

QuoteIQ takes the opposite approach. Essentials is $29.99, Beginner is $74.99, Pro is $149.99, Elite is $299 and Max is $699 per month, and each tier’s inclusions are listed on its own page. AI runs on every plan through IQ Credits (500 to 8,000 a month), so a one-person crew gets AI Autopilot, the AI Estimator and Virtual Call Team access from day one, with named tiers unlocking heavier tools like ClientHub and InstaSchedule.

Neither product wins every scenario. A solo lawn or pressure-washing operator usually cares about estimate speed and cost, where QuoteIQ’s published entry price helps. A multi-location service company that needs service plans, equipment tracking and an Open API may prefer Workiz Ultimate. The sections below lay out both sides so you can decide on facts, not slogans.

How to Compare a Published Price With a Quote

Comparing a published price with a quote is an apples-to-oranges exercise unless you ask the right questions. Before you choose, get written answers to these from Workiz and from any vendor you are considering:

• What is the total monthly price for my team size, including every add-on I need on day one?
• Are Genius Phone, Genius Answering and Genius Marketing priced per seat, per minute, per message or flat, and what usage limits apply?
• What happens to my price when I add a technician, a second location or a new automation beyond my plan’s limit of 5, 10 or 30?
• Is there an annual commitment, and what does cancellation look like in practice?
• Which features I use weekly sit on a higher tier than the one I was quoted?

On the QuoteIQ side, the equivalent answers are already public. A business phone number with two-way calling and texting sits inside ClientHub on Pro and above, priced in IQ Credits (4 credits per text, 5 to 7 per call minute). Answering calls with AI runs through Virtual Call Team at 125 IQ Credits per minute, so it is limited by the credits on your plan, not “unlimited.” Email and text follow-ups live in Email & Text Automations on Pro and above, and bulk campaigns in Mass Campaigns on Elite and above, where you connect your own Twilio and SendGrid accounts.

That transparency cuts both ways. Credit-based AI means heavy phone or image use draws down your monthly allotment faster, and every AI action shows its credit cost before it runs. If your shop lives on the phone, model your expected minutes against the credits on each plan rather than assuming the base price is the whole story.

What each QuoteIQ tier adds

12 QuoteIQ Capabilities Worth a Closer Look

Each one is included in a QuoteIQ plan. Most do not appear on Workiz’s public plan page as of October 1, 2026.

Where Workiz Is the Better Choice

If any of these are central to how you run your business, put Workiz on your short list and get a quote.

If two or more of those are must-haves, request a written Workiz quote. If your priorities are estimate speed, published pricing, AI on every plan and satellite measuring, QuoteIQ is usually the faster path. Either way, U.S. Census Bureau business data shows how many small firms compete in your trade, which is a useful reminder to tighten your quoting process before you commit to any platform.

What QuoteIQ Costs by Team Size in 2026

Every figure below is a published QuoteIQ price. Ask Workiz for a written quote for the same team size and compare totals, including any Genius add-ons you need.

The Small Business Administration’s business guide links to free planning and coaching resources that can help you build a software budget. A simple rule: multiply the monthly price by twelve, or use annual billing, then subtract the hours you will save on quoting and invoicing before you decide what the software really costs.

Getting Paid: Payments and Financing on Both Platforms

Both platforms let customers pay online, and both support consumer financing. On QuoteIQ, customers can pay invoices by credit or debit card, ACH bank transfer, Apple Pay and Google Pay, and you can record cash and checks manually. Consumer Financing through Affirm (up to $30,000 per job, 3 to 36 months), Klarna and Afterpay is available on every plan, and the financing provider pays you in full up front and owns collections risk. Workiz lists online payments, estimate deposits and consumer financing through Workiz Pay, plus Sunbit and Wisetack integrations.

New QuoteIQ subscribers are processed through Whop, while accounts established earlier may still run on Stripe. Payment processing fees vary by method and account configuration, so review the terms for any platform you choose. The FTC’s business guidance is a useful reference for how to describe financing and pricing offers to customers honestly.

Use e-signatures to lock in approvals and online payments to collect deposits before work starts, then let automated reminders handle late invoices.

From Photo to Paid: The QuoteIQ Estimate Workflow

Software is only worth what it saves you between the first phone call and the final payment. Here is how a typical job moves through QuoteIQ.

1. Measure and price the job

Open a new estimate and measure the property from satellite imagery with MapMeasure Pro on Beginner and above, or upload photos to the AI Estimator, which asks follow-up questions and builds a line-item quote with local market pricing. Services come from your price book, so a repeat job takes a minute, and a one-tap “Mark Up All” control applies a markup across every line. Estimates autosave as drafts, so a dead phone battery never costs you the quote.

2. Make the quote persuasive

Attach photos from QuoteIQ Cam, generate a preview image with Before & After AI, add Good/Better/Best options or bundle services with package estimates, and require a deposit. You can hide individual line-item prices, add terms and your license number, and set an expiration date so old quotes do not linger. On every plan, a Proposal+ document adds your company story, gallery and customer reviews for bigger jobs.

3. Send, sign and collect

Send by text, email, PDF or link, then track when the customer views it. Customers approve with e-signatures on their phone, and editing an estimate after you send it voids the outstanding signature request so nobody signs an outdated price. Convert the accepted estimate to an invoice in one tap, take a deposit through online payments, or offer consumer financing when the job is large.

4. Schedule, do the work, get paid

The accepted job lands on the calendar with drag-and-drop scheduling, appointment reminders and, on Pro, “on the way” texts. After the work, send the invoice, let automated reminders chase late payments and use Review Multiplier to ask for a review once the customer pays. The whole loop runs on one login, which is the core of QuoteIQ’s pitch against assembling tools from several vendors.

Reporting, Job Costing and Knowing Which Jobs Make Money

Revenue alone does not tell you whether a job was worth doing. QuoteIQ includes basic analytics on Essentials and advanced business analytics from Beginner, covering revenue by service, customer and employee, quotes sent, conversion rate, average ticket and outstanding versus collected payments. Expense Tracking (Beginner and above) records categorized costs and receipts, and Job Costing (Pro and above) calculates per-job profit as Total Price − Labor − Expenses, with labor pulled from tracked time at each employee’s hourly rate.

Workiz lists built-in reports on every plan and custom reports on Pro and above, and its QuickBooks integration is available on all plans. QuoteIQ syncs invoices, payments, customers and expense categories with QuickBooks Online on Pro and above. Both platforms help your bookkeeper; the difference is whether you want per-job profit inside the field service tool or only in your accounting software. The IRS small business resources explain the records you should keep for tax time either way.

Newer AI reporting tools let you ask questions about your business in plain language through Ask AI Reports. Pair them with the free business calculators to sanity-check pricing before you send a quote.

Choose QuoteIQ or Workiz: A Practical Checklist

Choose QuoteIQ if you…

• want every plan price published before you talk to sales, from $29.99 to $699 a month;
• quote from photos or satellite measurements and want MapMeasure Pro, the AI Estimator and Before & After AI in the same tool;
• need per-job profit from Job Costing or a visual sales pipeline at a mid-market price;
• prefer AI included on every plan and are comfortable managing a monthly IQ Credit allotment;
• run a solo or small crew and want self-quoting with InstaQuote as you grow into Elite.

Choose Workiz if you…

• need customer online booking on every plan from day one;
• rely on service plans, equipment tracking, purchase orders, flat-rate pricing or an Open API, which Workiz lists on Ultimate;
• want marketplace lead integrations with Angi, Thumbtack or Yelp;
• run a franchise or multi-location operation and want franchise management;
• are comfortable requesting pricing and adding Genius phone, answering or marketing tools as separate purchases.

If you land in both lists, run a two-week trial or demo of each with a real job, then compare the written total cost for your team. The QuoteIQ comparison hub also lets you check other platforms the same way.

Key Takeaways: QuoteIQ vs Workiz in 2026

• QuoteIQ publishes five plan prices from $29.99 to $699 a month, while Workiz plans (Standard, Pro, Ultimate) are quote-only.
• AI is included on every QuoteIQ plan through 500 to 8,000 monthly IQ Credits, including AI Autopilot with 55 tools across 13 categories.
• Workiz is stronger on online booking for every plan, Ultimate-tier service plans and equipment tracking, franchise management and Open API.
• QuoteIQ adds MapMeasure Pro, Job Costing, InstaQuote, Pipelines and Route Optimization at named tiers.
• Both platforms support consumer financing, so neither has a gap there, and QuoteIQ’s is on every plan.
• Get a written Workiz quote for your team size and add-ons, then compare it with the matching QuoteIQ plan and a free 14-day trial.

How to Switch From Workiz to QuoteIQ in 4 Steps

Most teams move in an afternoon and keep both systems running until they are comfortable.

Need help? Done-For-You setup at $299.99 or $999.99 covers contact import, price book setup and a 1-on-1 session, and you can always read the plan details first.

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