Start strong with QuoteIQ. Our onboarding journey is designed to get you set up and running fast – without the overwhelm. Here’s how it works:
Schedule a 1-on-1 walkthrough to get set up, learn the basics of the software, and get answers to your intial questions.
Dive into our library of help articles, FAQs, and step-by-step guides to get a deeper understanding of every feature.
Visual learner? We’ve got you covered. Watch quick videos that break down each tool so you can start using them right away.
Questions? Run into a roadblock? Our 24/7 support team is available via text, email or phone – anytime you need us.
Create Estimates
Create and send professional estimates.
Invoice
Send, track and collect invoices.
Job Documentation
Capture and document every job with ease.
Schedule Jobs
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
Measure Properties
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
Employee Management
Assign, schedule & pay employees.
Virtual Call Assistant
Never miss a call with 24/7 AJ, assistant.
Client Communication
Send and keep messages inside QuoteIQ.
Customer Self-Quoting
Allow customers to create estimates themselves.
Customer Self-Scheduling
Let clients schedule appointments themselves.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Reddit User Group
Connect with and get advice from other QuoteIQ users.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.