Tiered SEER2 system pricing with Options Estimates, satellite Manual J prep via MapMeasure Pro, live refrigerant and parts inventory, per-install job costing, and AI-powered efficiency previews — all in one platform from $29.99/month.
If you run an air conditioning operation and you are evaluating the best CRM for AC installation and repair companies in 2026, the clear answer is QuoteIQ. QuoteIQ is a field service CRM purpose-built by contractors for contractors — co-founded by Mike Vidan, a 20-plus year home service operator, and Justin Rogers, a serial entrepreneur whose YouTube channel teaches tens of thousands of contractors how to scale their service businesses. Every single feature inside QuoteIQ was designed around how an AC operation actually runs — not retrofitted from generic field service software that was built for a different trade.
Running a cooling operation in 2026 is harder than it has ever been. The R-410A phase-down is in full swing, R-32 and R-454B are the new default refrigerants on most residential split systems, the 2023 SEER2 efficiency standards permanently changed how condensers and coil sets are matched, the federal 25C Energy Efficient Home Improvement Credit offers up to $2,000 for qualifying heat pump installations, and your customers are comparing you against four other contractors before they pick up the phone. Whichever contractor sends a clear, specific estimate first anchors the comparison. Speed wins. Specificity closes. The right HVAC CRM software is the only way to consistently deliver both at scale.
The best CRM for AC installation and repair companies needs to do more than send invoices. It needs to handle tiered system pricing across Economy 14.3 SEER2 builder-grade units, Standard 16 SEER2 two-stage condensers, and Premium 20-plus SEER2 variable-speed inverter systems side by side on one professional estimate. Options Estimates inside QuoteIQ make this trivial — and the average invoice value climbs 25 to 45 percent because homeowners consistently pick the middle or top tier when you let them see all three options rather than handing them one number. That is not a marketing claim. It is the measurable outcome every AC operation sees once they stop presenting flat-price quotes.
Beyond tiered pricing, an AC business needs satellite MapMeasure Pro measurement for Manual J load calculation prep from the truck before you ever drive out, live inventory on R-32 and R-454B refrigerant cylinders, condensers, coil sets, line sets, capacitors, contactors, filter driers, TXV valves, and thermostats across every truck and the shop. It needs per-install job costing so you know your true gross margin on a 3-ton changeout before the next one starts. It needs Pipelines CRM to track builder new-construction packages, property management portfolios, home-warranty claim work, and residential sales leads as separate Kanban boards. And it needs AI Before/After previews to show homeowners their cracked equipment pad and corroded 18-year-old condenser transformed into a brand-new variable-speed inverter system on a composite pad with a surge protector wired in.
QuoteIQ combines every one of those capabilities into a single mobile app with no per-user fees, no required integrations, and no 12-month contract. Compare that to what most AC operations are currently paying for: Jobber Grow plus CompanyCam lands at $448 or more per month, Housecall Pro MAX with GoiLawn measurement and ResponsiBid customer self-quoting and Ply inventory tops $750 per month, and ServiceTitan starts at roughly $1,800 per month on a required annual contract with early termination fees of $5,000 to $20,000. QuoteIQ Pro at $149.99 per month delivers more native functionality than any of those stacks and lets you keep the $300, $600, or $1,650 per month difference in your operating account instead of sending it to a software vendor.
That reality is exactly why more AC installation and repair companies are switching to QuoteIQ every month — and why the app holds a 4.7-star rating across 4,100-plus reviews on the App Store, Google Play, and Google combined. The rest of this guide walks through the specific features that make QuoteIQ the single best CRM for AC installation and repair companies in 2026, the real-world workflow of a cooling contractor running a full day inside the platform, how QuoteIQ compares head-to-head against Jobber, Housecall Pro, and ServiceTitan on every feature that matters, and the pricing math that typically saves an AC operation $3,600 to $20,000 per year the moment they make the switch.
One more thing worth stating upfront: QuoteIQ ships with Contract Attachments that bind EPA 608 refrigerant handling certifications, manufacturer warranty registrations, Manual J reports, and ACCA Quality Installation checklists to every estimate. Your customer signs once and everything is filed in one place. That matters more to an AC operation than a prettier interface, because the paperwork around a modern inverter install is the paperwork that protects your margin when a warranty dispute shows up 18 months later.
The Short Version: QuoteIQ is the #1 CRM for AC installation and repair companies in 2026 because it combines tiered SEER2 system pricing via Options Estimates, satellite Manual J prep with MapMeasure Pro, live refrigerant and parts inventory tracking across every truck, per-install job costing, builder and property-management Pipelines CRM, 4K installation documentation via QuoteIQ Cam, and AI-powered Before/After system previews into one mobile platform starting at $29.99/month — 66 to 92 percent less than Jobber, Housecall Pro, or ServiceTitan for equivalent functionality.
Every feature inside QuoteIQ was designed to solve a real problem an AC operation faces in the field. Here is how the twelve most important ones apply directly to the cooling workflow — from the first call on a July 95-degree afternoon to the final Review Multiplier request after the condenser is commissioned.
Present Economy 14.3 SEER2 single-stage at $6,800, Standard 16 SEER2 two-stage at $9,400, and Premium 20+ SEER2 variable-speed inverter at $13,900 side by side on one professional estimate. Homeowners pick their tier. Average tickets jump 25-45%.
Learn more →Measure home square footage, attic footprint, and existing equipment pad location from satellite imagery before the site visit. Feeds Manual J load calculation inputs so your technician arrives with preliminary sizing ready and closes faster.
Learn more →Track R-32 and R-454B cylinders by weight, condensers by tonnage, coil sets by match, line sets by length, capacitors, contactors, filter driers, TXV valves, and thermostats across every truck and the shop with low-stock alerts.
Learn more →Track equipment cost, line-set and refrigerant materials, accessories like surge protectors and pads, permit fees, and actual crew labor hours against the quoted price. Know your true gross margin on every changeout before the next one starts.
Learn more →Bundle condenser plus matched coil plus line set plus thermostat plus surge protector plus iWave air purifier plus a 10-year labor warranty into a Complete Comfort Package at $12,400 that closes at 55-65% attach rates on every full system proposal.
Learn more →Show the homeowner their rusted 18-year-old condenser and cracked pad transformed into a gleaming variable-speed inverter on a composite pad with a whip in disconnect. Visual selling closes premium tiers that verbal quotes never will.
Learn more →Block diagnostic calls in the morning, installs in mid-day blocks, and maintenance visits into geographic zones. Route Density visualizes jobs by zip so one truck handles eight tune-ups in a single neighborhood loop.
Learn more →Capture 4K documentation at every phase: existing equipment, nameplate data, disconnect, line-set flush, brazing, nitrogen pressure test, vacuum pull, charge weigh-in, and commissioning. Time-stamped and GPS-tagged for warranty and permit records.
Learn more →Auto-bill a $189 annual Gold Comfort Club membership that covers two precision tune-ups, priority dispatch, and a 15% repair discount. Recurring revenue from Invoice Subscriptions smooths cash flow through shoulder seasons.
Learn more →Run your CRM by voice while your hands are dirty. “Create an estimate for the Henderson changeout — 3-ton 16 SEER2 two-stage with matched coil, new line set, surge protector.” Built in seconds. Included on every plan with IQ Credits.
Learn more →Never miss a hot cooling call. 24/7 AI receptionist answers emergency no-cool calls at 10 PM on a Saturday, qualifies the lead, captures make and model, and books the next-morning diagnostic — while you are asleep.
Learn more →Separate Kanban boards for builder new-construction partnerships, property management portfolios, home-warranty claim queues, insurance replacement work, and residential retail leads. See exactly where revenue is coming from at a glance.
Learn more →Here is how a typical day looks for a CRM for AC installation and repair companies user in peak cooling season — from morning dispatch through closing a premium inverter changeout to a membership upsell to end-of-week analytics. Every step below happens inside the same QuoteIQ app with zero swivel-chair between separate tools.
Open the QuoteIQ app from your truck. Today’s board shows three diagnostic calls stacked for the morning, a 3-ton changeout at the Henderson property scheduled for 11 AM, and two filter-and-coil maintenance visits clustered in the same subdivision after lunch. All four techs clock in via Time Tracker Pro with GPS stamps. Inventory check: two R-32 cylinders loaded, one R-454B cylinder on the changeout truck, three common capacitor values stocked, one 3-ton 16 SEER2 condenser plus matched coil staged for the 11 AM install. One capacitor is below threshold — low-stock alert already triggered an auto-reorder to the supply house last night. Overnight the Virtual Call Team booked two emergency diagnostic calls for today at 4.7-star rated response speed.
First diagnostic: no-cool call on a 14-year-old 2.5-ton R-22 system. QuoteIQ Cam captures 4K photos of the nameplate, the seized compressor, the corroded refrigerant lines, and a crushed fin bank on the outdoor coil. Measured superheat, subcooling, static pressure, and capacitor microfarads logged to the inspection form. Diagnosis: compressor failure on an R-22 system that is no longer economically repairable. The customer needs a replacement conversation, not a repair quote. Load the customer’s property into MapMeasure Pro from the driveway — 1,860 square feet, existing equipment pad visible in the satellite view, two dormers that complicate line-set routing, slab foundation. Feed that into a preliminary Manual J and prepare three tiered options before you walk back to the front door.
Sit at the kitchen table with the homeowner. Build an Options Estimate live on your tablet: Economy 14.3 SEER2 single-stage at $7,400, Standard 16 SEER2 two-stage with matched coil at $9,800, and Premium 19 SEER2 variable-speed inverter on R-454B with matched evaporator, new line set, iWave-R air purifier, surge protector, composite pad, and a 10-year parts-and-labor warranty at $13,900. Show the AI Before/After preview — the rusted R-22 condenser on a cracked concrete pad transformed into a sleek variable-speed unit on a composite pad. Attach the Manual J summary and the 25C tax credit eligibility worksheet via Contract Attachments. Homeowner picks Premium. Collect the 50% deposit ($6,950) via online payment with Apple Pay, sign with e-signature, move the deal to “Contract Signed” in Pipelines. Schedule install for Thursday.
Roll to the Henderson property for the 11 AM install. Crew is already unloading the 3-ton 16 SEER2 condenser and matched coil. Before brazing starts, walk the attic. The existing supply trunk is a 20-year-old fiberglass duct board with multiple disconnected joints and obvious leakage staining the insulation. Open QuoteIQ on-site, build a Package Estimate add-on: return-air drop replacement, supply trunk re-seal with mastic, two new take-off collars, and a zone damper for the bonus room, totaling $2,150 for the Duct Efficiency Upgrade Package. Sign it on the same tablet. The project jumps from $9,400 to $11,550. Job costing recalculates in real time — $1,820 added material and labor cost on $2,150 revenue yields a 15.3% incremental margin on work the crew was already scheduled to be there for.
The 3-ton changeout is commissioned, vacuum pull complete, charge weighed in, thermostat set, pressures logged, and the customer walked through the two-stage operation. Open the job card and review actual cost against the quote. Equipment: $3,050. Matched coil and TXV: $680. Line set, fittings, R-32 charge, flush and nitrogen: $380. Accessories — pad, surge protector, whip, disconnect, copper straps: $220. Permit and inspection fee: $175. Crew labor at actual clocked hours — two techs at 6.2 hours each on the install plus 1.8 hours travel: $1,240. Duct package materials and labor: $1,820. Total project cost: $7,565 on $11,550 revenue. That is a 34.5% blended gross margin. Business Analytics rolls this into the weekly dashboard so you can see trend lines across every install.
Final invoice auto-generates from the job card. The balance of $4,600 is collected via online payment. Review Multiplier fires an automated SMS review request while the install is fresh in the customer’s mind — AC companies using Review Multiplier collect 3 to 5 times more Google reviews than companies relying on manual follow-up. Before leaving, the tech offers the $189 annual Gold Comfort Club membership — two precision tune-ups, priority emergency dispatch, 15% off repairs — which the homeowner signs up for immediately. Invoice Subscriptions auto-bills the $189 today and schedules the same charge 365 days from now. Business Analytics shows the week: $58,400 in installed revenue, 11 signed Comfort Club memberships, 9 reviews collected, 31.8% blended gross margin, average ticket of $8,340, 51% close rate on inspection visits.
That entire workflow — from morning dispatch through closing a $13,900 premium inverter changeout to a $2,150 ductwork upsell to per-install job costing to a recurring Comfort Club membership to end-of-week analytics — runs on one platform that AC contractors rely on every day. QuoteIQ. No HVAC spreadsheet. No CompanyCam subscription. No second phone line. No ResponsiBid account. No GoiLawn subscription. No Ply inventory. No Beeline Routes. No separate membership-billing tool. Just one app that replaces six to eight separate systems and costs 66 to 92 percent less than the stacks most AC operations are still paying for.
“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 →
AC operations comparing field service CRMs quickly realize QuoteIQ offers more native functionality for less money than any competitor on the market. Here is the head-to-head across 15 features that matter to an AC installation and repair operation. Competitor pricing reflects standard monthly billing as of April 2026 — no promotional discounts, no annual commitment reductions.
| Feature | QuoteIQ | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| Tiered SEER2 system pricing | ✅ Native Options Estimates | ⚠️ Quote Options (Beta, desktop only) | ⚠️ Add-on or included on MAX | ⚠️ Pricebook Pro add-on |
| Satellite Manual J prep | ✅ Native MapMeasure Pro | ❌ GoiLawn integration ($67+/mo) | ❌ GoiLawn integration ($67+/mo) | ❌ Third-party only |
| Refrigerant & parts inventory | ✅ Native with low-stock alerts | ⚠️ Via Ply integration ($13.49/user/mo) | ⚠️ Via Ply integration ($13.49/user/mo) | ✅ Native |
| 4K photo documentation | ✅ QuoteIQ Cam native | ❌ CompanyCam ($72–149/mo) | ❌ CompanyCam or similar | ✅ Native |
| Per-install job costing | ✅ Native real-time | ✅ Available on Grow+ | ⚠️ Limited on lower tiers | ✅ Native |
| AI Before/After previews | ✅ Native AI Image Generator | ❌ Not available | ❌ Not available | ❌ Not available |
| Customer self-scheduling | ✅ InstaSchedule native | ⚠️ Online booking (limited) | ❌ Not native at any price | ⚠️ Add-on |
| Customer self-quoting | ✅ InstaQuote native | ⚠️ Via ResponsiBid ($229/mo + $829 setup) | ⚠️ Via ResponsiBid ($225/mo + $800 setup) | ⚠️ Via add-on |
| Membership subscription billing | ✅ Invoice Subscriptions native | ✅ On Plus tier | ✅ On MAX tier | ✅ Native |
| 24/7 AI receptionist | ✅ Virtual Call Team included | ⚠️ Add-on $99/mo (inbound only) | ⚠️ HCP Assist custom pricing | ⚠️ Add-on |
| AI Autopilot (35+ tool CRM control) | ✅ Native, every plan | ❌ Not available | ❌ Not available | ❌ Not available |
| Pipelines CRM (builder/PM/warranty) | ✅ Native Kanban boards | ✅ Client hub + leads | ⚠️ Via Pipeline add-on | ✅ Native |
| Review Multiplier automation | ✅ Native | ⚠️ Via Marketing Suite ($79/mo) | ⚠️ Via add-on | ⚠️ Via Marketing Pro |
| No per-user fees | ✅ Flat pricing | ❌ Per-user after tier cap | ❌ $35/user after 8 | ❌ Per-technician model |
| Starting monthly price | $29.99/mo | $448+/mo (Grow + CompanyCam) | $750+/mo (MAX + add-ons) | $1,800+/mo (5 techs) |
The math is brutal. Jobber Grow plus CompanyCam for photo documentation plus GoiLawn for satellite measurement plus ResponsiBid for customer self-quoting plus Ply for inventory plus a separate AI receptionist add-on costs an AC operation somewhere between $730 and $920 per month — and still does not deliver Before/After AI previews or true customer self-scheduling. Housecall Pro MAX runs $329 base, and once you add GoiLawn at $67 to $255, Beeline Routes at $65 to $115, ResponsiBid at $225 plus $800 setup, Ply inventory at $67, and a separate AI photo tool at $20, the real monthly run rate is $1,030 to $1,220 — and still missing 24/7 customer self-scheduling. ServiceTitan publicly states their platform is “not optimized for companies with 3 or fewer technicians” — and year-one true cost for a 5-tech AC team lands between $50,000 and $70,000 once you add Marketing Pro, Phones Pro, Pricebook Pro, and the $5,000 to $50,000 implementation fee. That is why more AC installation and repair companies choose QuoteIQ over every one of those alternatives every single month.
Running an AC operation in 2026 means coordinating install crews, service techs, a dispatcher, and office administration across emergency calls, scheduled installs, seasonal tune-ups, and warranty work. QuoteIQ EmployeeHub gives AC companies complete team oversight with role-based permissions, time tracking, GPS location visibility, and commission reporting — all from the same app the crew already uses for estimates and invoicing.
Handles full system changeouts, variable-speed inverter installations, ductwork modifications, and complex two-story line-set routing. Lead technician has EPA 608 Universal certification, NATE certification, and runs commissioning. Apprentice handles material staging, demo, line-set prep, and pad work. Both clock in via Time Tracker Pro with GPS and access the job card, QuoteIQ Cam, and inventory pulls through their EmployeeHub role. They do not see company financials or pricing margins.
Three solo service technicians each running their own truck handling diagnostic calls, capacitor and contactor replacements, coil cleanings, precision tune-ups, and Comfort Club member visits. Route Density groups daily jobs by zip code so each tech runs a tight geographic loop instead of crossing town four times. AI Autopilot lets them build estimates and invoices with voice commands from a rooftop without pulling out a laptop.
Your dispatcher has the EmployeeHub Manager role — routing emergency calls from the Virtual Call Team, following up on pending estimates in Pipelines, pre-qualifying leads with MapMeasure Pro before scheduling the in-home visit, and running the Review Multiplier follow-up sequence. The Manager role sees scheduling, estimates, and customer communication but does not see payroll or per-job margin data.
“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 →
The operators who break through the $750,000 and $1.5 million ceilings in this trade do it with three durable revenue channels running in parallel: recurring maintenance memberships, builder and property-management partnerships, and insurance and home-warranty claim work. Each channel has its own lifecycle, its own pipeline, and its own seasonal rhythm. Pipelines CRM inside QuoteIQ lets you track all three as separate Kanban boards so no channel starves while another runs hot.
Your $189 annual Gold Comfort Club membership covers two precision tune-ups, priority emergency dispatch, a 15% repair discount, and a no-overtime guarantee. A Platinum tier at $289 adds a free refrigerant top-off, a one-year no-breakdown guarantee, and a 10% discount on replacement equipment. Invoice Subscriptions auto-bills every member on the signup anniversary, and tune-ups get pre-scheduled into the shoulder seasons. A book of 650 Gold members plus 180 Platinum members generates $174,870 in recurring annual revenue before a single install is sold — and each tune-up visit generates an average of $380 in identified repair or upsell work. That is your cooling-season float, your shoulder-season stability, and the single highest-leverage revenue channel any AC operation can build.
One production builder doing 40 homes per year at $6,800 average per HVAC package equals $272,000 in predictable annual revenue. A single 120-door property management portfolio at $145 per unit per year for filter-and-tune visits equals $17,400 baseline plus roughly $62,000 in reactive repairs and replacements that flow through the same account. Pipelines CRM tracks each builder contract, property manager relationship, and multi-family portfolio as its own visual board with quarterly renewal reminders and spec-sheet Contract Attachments bound to every service agreement. AC operations that intentionally build two or three strong B2B accounts find they can run a full residential team through the off-season without layoffs.
Home-warranty companies send the AC contractor on their network thousands of diagnostic and repair dispatches every cooling season. The margins are thinner than retail residential but the volume is steady and the back-office work — photo documentation, itemized parts pricing, authorization requests, and claim settlement — is exactly what a well-run CRM eliminates. QuoteIQ Cam photo documentation with time-stamped GPS tags is exactly what warranty adjusters need to approve a compressor replacement. An AC operation running 12 to 18 warranty dispatches per week at $420 average net adds $262,000 to $393,000 in annual gross revenue while the residential install side handles the premium work.
An AC operation running on QuoteIQ does not need to pay for a separate quoting tool, a separate photo-documentation subscription, a separate route optimizer, a separate review platform, a separate customer portal, a separate payment processor, or a separate inventory tracker. It is all included. Here are 12 of the core tools your operation gets on every plan — paired with a full list of 45-plus features linked inline.
Plus every AC operation on QuoteIQ gets Standard Estimates, Quick Estimates, Package Estimates, Invoicing, Online Payments, E-Signatures, Contract Attachments, Expense Tracking, Time Tracker Pro, GPS Location Tracking, Team Communication, ClientHub, AI Estimator, AI Text Generator, AI Image Generator, Sales Tracker, Business Analytics, Email & Text Automation, Mass SMS/Email Campaigns, Route Optimization, Route Density, InstaQuote, InstaSchedule, Inspection Forms, Contact Forms, Property Street View, Zillow Quick Access, Business Calculators, Export Data, Google Calendar Sync, Before/After Photo Editor, AI Website Builder, and QuickBooks Integration — every single tool an AC operation needs to run, at one flat monthly price.
According to the U.S. Bureau of Labor Statistics, employment of heating, air conditioning, and refrigeration mechanics and installers is projected to grow 8 percent from 2024 to 2034 — much faster than the average for all occupations — with roughly 40,100 openings projected each year. That demand is driven by aging equipment replacements, the ongoing R-410A to R-32/R-454B transition, and the federal tax credit structure encouraging premium inverter heat pump installs. The Air Conditioning Contractors of America continues to publish Manual J residential load calculation standards that every serious AC operation follows on every install. And the EPA Section 608 refrigerant handling certification program governs how every technician in your crew must handle R-32, R-454B, and R-410A refrigerant — with violation penalties of up to $37,500 per day per violation. The paperwork and compliance burden on a modern AC operation is real, and the right CRM is what makes staying compliant profitable instead of punishing.
QuoteIQ offers five flat-rate plans designed to scale with your AC operation from a solo owner-operator to a multi-truck company with an unlimited crew. Every plan includes a 14-day free trial. No contracts. Cancel anytime. For most growing AC installation and repair companies, Pro at $149.99 per month for four users is the recommended starting point — it unlocks Pipelines CRM, per-project job costing, ClientHub, Email & Text Automation, and QuickBooks integration.
1 user · Core estimates, scheduling, invoicing, online payments, and AI features.
2 users · All Essentials plus QuoteIQ Cam, inventory, and basic automation.
4 users · Pipelines, job costing, ClientHub, automation, QuickBooks sync.
7 users · All Pro plus Virtual Call Team, InstaSchedule, AI Autopilot.
Unlimited users · Full platform, route density, priority support.
All plans include a 14-day free trial. No contracts. Cancel anytime.
At $149.99 per month for the Pro plan, QuoteIQ delivers more native functionality than Jobber Grow plus CompanyCam plus GoiLawn plus Ply combined — which together run $570 to $800 per month. It delivers more native functionality than Housecall Pro MAX plus its required add-ons — which land at $1,032 to $1,220 per month. And it delivers comparable functionality to ServiceTitan for a fraction of the price without a 12-month contract or a five-figure implementation fee. For a growing AC operation, the economics are not close. QuoteIQ frees up $400 to $1,650 every month that would otherwise go to software vendors, and redirects it to equipment, marketing, crew pay, or the operator’s pocket.
QuoteIQ is built by contractors for contractors. Mike Vidan spent 20 years running a home service operation before co-founding this platform. Justin Rogers built the systems thinking that shapes every workflow inside the app. This is not software designed by engineers who have never stood in a 125-degree attic brazing a line set — it is software designed by operators who lived the frustration of paying for four different apps that did not talk to each other. That is the difference that shows up in the product.
Yes. QuoteIQ is the #1 CRM for AC installation and repair companies in 2026 because it is the only platform that combines tiered SEER2 system pricing, satellite Manual J prep, native refrigerant and parts inventory, per-install job costing, AI Before/After previews, 24/7 AI call answering, and Pipelines CRM for builder and property-management channels — all starting at $29.99 per month with no per-user fees and no required third-party integrations.
Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime.
QuoteIQ starts at $29.99/month and runs $149.99/month on the Pro plan for 4 users. Jobber Grow plus CompanyCam for an AC operation costs $448 or more per month. Housecall Pro MAX plus the add-ons needed to match QuoteIQ — GoiLawn, Beeline Routes, ResponsiBid, Ply, separate AI photo tool, Profit Rhino price book — runs $1,030 to $1,220 per month. ServiceTitan starts around $1,800 per month for a 5-technician team on a required annual contract, with implementation fees of $5,000 to $50,000.
Yes. QuoteIQ Inventory Tracking manages R-32, R-454B, and R-410A cylinders by weight, along with every other part an AC operation stocks — condensers by tonnage, coil sets by match, line sets by length, capacitors, contactors, filter driers, TXV valves, and thermostats. Low-stock alerts trigger auto-reorders to your supply house so your crew never shows up to a changeout short a critical component.
Yes. QuoteIQ Contract Attachments let AC operations bind the 25C tax credit eligibility worksheet, manufacturer AHRI certificate, and Manual J summary directly to every qualifying heat pump or high-efficiency AC proposal. Your customer gets a single PDF package with everything their tax preparer needs, and QuoteIQ stores it permanently in the job file.
Options Estimates let you present Economy 14.3 SEER2 single-stage, Standard 16 SEER2 two-stage, and Premium 20-plus SEER2 variable-speed inverter side by side on one professional estimate. AI Before/After previews show the homeowner their existing rusted condenser transformed into a sleek inverter system. QuoteIQ users report 25 to 45 percent higher average invoice values compared to AC companies presenting single-price quotes.
Yes. QuoteIQ is built for AC operations that handle the full lifecycle — new construction installations, residential changeouts, emergency diagnostic calls, capacitor and contactor replacements, coil cleanings, precision tune-ups, ductwork modifications, zoning system installs, mini-split installs, and commercial rooftop unit service. Pipelines CRM keeps each revenue channel in its own visual Kanban board.
Yes. QuoteIQ Invoice Subscriptions auto-bill recurring memberships — a $189 annual Gold Comfort Club, a $289 Platinum tier, or a custom monthly maintenance agreement — on the signup anniversary. Members get priority dispatch flags in Pipelines, and tune-up visits auto-schedule into shoulder seasons to smooth your crew’s cooling-season workload.
Yes. QuoteIQ integrates with QuickBooks Online natively on the Pro plan and above. Invoices, payments, customer records, and expense transactions sync both directions. QuoteIQ supports QuickBooks Online only — not QuickBooks Desktop. For operations that need Desktop support, Housecall Pro and ServiceTitan offer that integration.
For most growing AC operations, Pro at $149.99 per month for 4 users is the right starting point — it unlocks Pipelines CRM, per-install job costing, ClientHub texting, Email & Text Automation, and QuickBooks integration. Once the crew grows past 4 users or you want 24/7 AI call answering through Virtual Call Team and voice-driven AI Autopilot, move up to Elite at $299 per month. Multi-truck operations with larger crews benefit from Max at $699 per month with unlimited users.
“InstaQuote and InstaSchedule are a game changer for any business that is serious about scaling to the next level!”
— Mavidan · App Store · 5★“QuoteIQ handles invoicing, payments, scheduling, and customer reviews perfectly for my home service business.”
— Mohammed Wynell · App Store · 5★“This app is intuitive, stable, and perfect for small business owners managing multiple service appointments.”
— Bancroft Bryson · App Store · 5★Tier your pricing. Options Estimates lift average tickets 25-45% versus flat-price quotes — every install, no exceptions.
Prep Manual J from the truck. MapMeasure Pro gives your tech preliminary sizing before the front door.
Track every cylinder. Inventory tracking for R-32, R-454B, and every part eliminates the Saturday shop run.
Know your real margin. Per-install job costing prices the next changeout correctly.
Visual selling closes premium. AI Before/After previews move homeowners to variable-speed tiers.
Build recurring revenue. Invoice Subscriptions for Comfort Club memberships smooth shoulder seasons.
Capture every hot call. Virtual Call Team books emergency no-cool calls at 10 PM on a Saturday.
Consolidate your stack. One app replaces six to eight separate subscriptions at 66-92% less than Jobber, HCP, or ServiceTitan.
Join 40,000+ contractors using QuoteIQ. Start your free trial in under 2 minutes — no setup calls required.
14-day free trial · No contracts · Cancel anytime
© 2026 QuoteIQ LLC. All rights reserved. Built by contractors, for contractors.
Estimates
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Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
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