Tiered zone-count pricing, satellite line-set measurement, refrigerant and indoor-head inventory tracking, per-job profit costing, 25C federal tax credit pipelines, and AI before-and-after system previews — every tool a ductless mini split installation company needs to quote, close, install, and invoice multi-zone heat pump projects, built into one platform starting at $29.99 per month.
A ductless mini split installation company in 2026 lives at the intersection of rising residential electrification demand, federal heat-pump tax credit pressure, multi-zone system complexity, and a handful of serious HVAC OEMs competing for every indoor head on every wall. The homeowner comparing Mitsubishi hyper-heat against Daikin Aurora against Fujitsu Halcyon is not the homeowner from five years ago. They have watched YouTube teardowns. They know what SEER2 and HSPF2 mean. They know the 25C federal tax credit gives them up to $2,000 back on a qualifying heat pump install. And they are getting three quotes, at minimum, before a single zone gets mounted.
The CRM for ductless mini split installation companies that win that homeowner is not a spreadsheet. It is not Jobber plus CompanyCam plus a whiteboard in the shop. It is not a Housecall Pro subscription duct-taped to a QuickBooks file and a second phone line for the answering service. The CRM that wins is purpose-built for how ductless work actually gets scoped, quoted, scheduled, installed, documented, and invoiced — which is exactly what QuoteIQ delivers, from the first inbound call to the final Google review.
QuoteIQ is the all-in-one field service CRM built for contractors, by contractors. Co-founders Mike Vidan and Justin Rogers built the platform after spending decades running service businesses themselves — watching competitors lose $14,500 multi-zone jobs because they called the homeowner back the next morning instead of the same afternoon, watching contractors stay stuck at $180,000 a year because they could not price a three-zone system without pulling out a calculator and a paper pad in the driveway. The QuoteIQ YouTube channel walks through exactly how the platform solves those failures, one feature at a time.
Every ductless mini split installation company is quoting projects in a tiered range — a single-zone bedroom retrofit runs $4,200 to $5,800 installed, a whole-home four-zone hyper-heat system with line-hide runs $18,000 to $28,000, and a light-commercial eight-zone ducted-plus-cassette build can clear $45,000. That ticket spread demands a proposal tool that presents real options side by side. Options Estimates inside QuoteIQ do exactly that: Good at one price, Better at another, Best at the premium tier — every line-item scoped, every warranty level shown, every tax-credit eligibility flagged, and the homeowner clicks the tier they want and e-signs on their phone before the installer leaves the driveway.
Before any estimate gets built, the CRM for ductless mini split installation work has to measure the property. Not the rooms — the exterior runs. Where does the condenser sit? How far is the line-set chase from the outdoor unit to the third-floor bedroom head? Is there a clean siding run or does the install require a line-hide box around the corner of a two-story colonial? MapMeasure Pro lets a ductless mini split installation company walk the property in satellite imagery before the truck ever rolls out, pre-qualifying line-set feet, scoping condenser pad locations, and quoting refrigerant-line purchases before the homeowner has even confirmed the appointment. No more tape-measure guesswork at the estimate visit. The quote is half-built before the technician knocks on the door.
The second half of the equation is inventory tracking — and ductless work is inventory-heavy in a way that residential HVAC-only contractors sometimes underestimate. Every ductless mini split installation company is carrying Mitsubishi M-Series indoor heads in 9k, 12k, 18k, and 24k BTU capacities, Daikin Aurora condensers in single- and multi-zone configurations, 50-foot line-set kits, 25-foot extensions, R-32 refrigerant for the newer models, R-410A for the installed base, mounting brackets, wall-penetration sleeves, condensate pumps for applications without gravity drain, Wi-Fi kumo and MHK2 controllers, line-hide duct kits, and the EPA-required recovery equipment for any change-out. QuoteIQ tracks every part across every truck and the shop, auto-deducts from inventory as jobs invoice, and flags reorder thresholds before a crew leaves for a job without a critical flare fitting.
Add Pipelines CRM tracking for every tax-credit-motivated homeowner who is shopping three quotes, QuoteIQ Cam documenting every condenser pad install and every line-hide run in 4K with before-and-after records attached to the customer file, contract attachments keeping every NATE-certified technician credential and every EPA Section 608 refrigerant certification bound to each work order, and AI Before/After previews showing the homeowner a photorealistic render of a discreet wall-mount head in the room before the install ever happens — and the close rate climbs. Every time.
The Short Version: QuoteIQ is the #1 CRM for ductless mini split installation companies in 2026 because it combines tiered zone-count pricing via Options Estimates, satellite line-set and condenser-pad measurement with MapMeasure Pro, indoor-head and refrigerant inventory tracking, per-project job costing, 25C federal tax credit pipeline tracking, 4K site documentation with QuoteIQ Cam, and AI-powered Before/After system previews into one platform starting at $29.99 per month — 66 to 92 percent less than Jobber, Housecall Pro, or ServiceTitan.
A CRM for ductless mini split installation work has to cover more than scheduling. Multi-zone system design, per-job refrigerant tracking, line-set inventory, warranty registration, and federal tax-credit documentation are all part of the daily workflow — and if any of that is living in a separate spreadsheet or a paper binder, revenue leaks somewhere. These are the 12 QuoteIQ features every ductless contractor uses every day.
Present Good, Better, and Best tiers on one proposal — single-zone 12k head at $4,200, two-zone hyper-heat at $8,600, whole-home four-zone with line-hide at $18,900. Homeowners self-select the premium tier 30–50% of the time.
Learn more →Measure condenser-pad runs, line-set chase distances, exterior wall penetrations, and roof-mount clearance from the shop before dispatch. Pre-qualify every estimate visit — no more driveway surprises.
Learn more →Track indoor heads by BTU capacity, outdoor condensers by zone count, line-set kits by length, R-32 and R-410A refrigerant cylinders, MHK2 and kumo controllers, and mounting brackets across every truck and the shop.
Learn more →Every ductless install tracks equipment cost, labor hours at burdened rate, refrigerant charge, line-set consumption, and permit fees against the invoiced price. See real gross margin per job — not just revenue.
Learn more →Bundle condenser plus two heads plus Wi-Fi controller plus 10-year extended warranty into one Premium Comfort Package at a margin-protected bundled price — easier to sell, faster to close, higher ticket value.
Learn more →Generate a photorealistic render showing the finished wall-mount head, line-hide cover, or ceiling cassette in the actual room — before the install ever begins. Visual selling closes hesitant homeowners.
Learn more →Drag-and-drop two-man crews across 3-day multi-zone installs, book single-zone retrofits into half-day slots, and color-code service calls separately from installs. Crew capacity visible at a glance.
Learn more →4K documentation of every condenser pad pour, every line-set chase, every indoor head bracket install, every refrigerant charge reading. Attach to customer file permanently for warranty claims.
Learn more →Track the 25C tax-credit shopper through Quote Sent → Comparing Bids → Rebate Calculated → Contract Signed → Installed → Warranty Registered → Review Collected. Nothing falls through the cracks.
Learn more →Tell Autopilot from the truck: “create estimate for whole-home four-zone Mitsubishi hyper-heat at 2847 Ridgeview, include $2,000 tax credit line” and Autopilot builds the full proposal by the time you reach the customer.
Learn more →AI answers every inbound call 24/7 during a summer heat wave or winter cold snap — books estimates into the schedule, captures the lead, and texts the homeowner before a competitor calls back. Never miss the emergency ductless repair call.
Learn more →Auto-send a Google review request the moment the install invoice is paid. Ductless installs that collect 8–12 Google reviews per month out-rank competitors with 30 reviews total within 90 days.
Learn more →“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 →
Here is how a typical day looks for a ductless mini split installation company using QuoteIQ — from the overnight Virtual Call Team lead capture, through the MapMeasure Pro pre-qualification and the Options Estimate close in the driveway, into the two-day multi-zone install with QuoteIQ Cam documentation, and finishing Friday afternoon with a Review Multiplier automation firing and a Pipelines CRM review of the tax-credit-motivated quotes from last week.
The owner opens QuoteIQ on the iPad over coffee. Three new estimate requests captured overnight by the Virtual Call Team — one bedroom single-zone retrofit in a 1960s ranch, one whole-home three-zone in a new-construction farmhouse already pre-wired for the condenser pad, and one commercial four-zone cassette install in a dental office renovation. All three are in the Pipelines CRM at New Inquiry stage with the AI-transcribed call recording attached.
Two crews are loaded in scheduling — Crew A (the senior installation team) is running a two-day three-zone install in a colonial, Crew B (the newer pair) is doing a single-zone service-call diagnostic at 9 AM and a condenser change-out at 1 PM. The office manager reviews the day, texts the homeowners their installer’s name and a live GPS link, and moves on.
Crew A is on day two of the three-zone install. The lead installer opens QuoteIQ Cam and shoots the finished condenser pad pour, the line-set chase routing through the soffit on the north elevation, and each indoor-head mounting bracket leveled and anchored — three wall-mount 12k heads, one per bedroom.
Every photo timestamps into the customer file. The junior installer pulls 2 of 6 R-410A cylinders from the truck for the refrigerant charge — inventory tracking auto-deducts and flags the truck is down to 4 cylinders before the next job’s estimated 3-cylinder consumption. Reorder alert already on the office manager’s screen before lunch.
The sales estimator arrives at the whole-home three-zone lead. Before leaving the shop, she pre-measured the condenser-pad location, the three line-set runs, and the exterior line-hide routing using MapMeasure Pro satellite imagery — the quote is 70% built by the time she knocks on the door. She confirms BTU sizing in each room with a quick Manual J rule-of-thumb, updates the standard estimate, adjusts the indoor-head selections to a 12k in the primary bedroom and 9k heads in the two secondaries, and presents a live Options Estimate on the iPad.
Good: standard-efficiency three-zone Mitsubishi at $14,500. Better: hyper-heat H2i three-zone with MHK2 thermostats at $17,800. Best: hyper-heat three-zone plus a 10-year parts-and-labor extended warranty plus exterior line-hide covers plus Wi-Fi kumo controllers at $21,400. An AI Before/After render shows each indoor head mounted in the actual bedroom photos the homeowner took yesterday. She selects the Better tier, the estimator presents the $2,000 25C federal tax credit line-item, and the homeowner e-signs on the iPad. Deposit paid via ACH. The job is in the schedule for next week before the estimator pulls out of the driveway.
Crew B shows up at the 1 PM condenser change-out — an aging 2-ton single-zone unit that’s been leaking for months. The senior tech pulls up the customer file on the tablet and sees the history: two service calls in the last 18 months, both on refrigerant-related issues. Rather than replace with like-for-like, the tech walks the homeowner through the economics using business calculators — the repair-and-replace cost over a 7-year horizon versus a full system upgrade to a hyper-heat three-zone.
A Package Estimate goes out on the spot: full three-zone hyper-heat system with indoor heads in the primary bedroom, the living room, and the converted attic office, bundled with exterior line-hide plus 10-year extended warranty plus one-year free maintenance plan at $19,600 — qualifying for the $2,000 tax credit. The homeowner takes 24 hours, e-signs the next morning. Condenser change-out budget becomes a $19,600 comfort-system sale. AI Autopilot drafts a thank-you text the moment the deposit hits the account.
The owner pulls up job costing on three completed installs from yesterday. The first single-zone 12k retrofit invoiced at $5,400 — equipment cost $1,850, labor 7 hours burdened at $480, refrigerant and line-set kit $240, permit $65 — gross margin 50.3%. The three-zone that wrapped yesterday invoiced at $18,200 with equipment at $6,100, labor 18 hours at $1,240, refrigerant and materials $680, permits and inspection $180 — 55.8% gross margin.
The third job, a last-minute two-zone retrofit, shows only 38% margin because the rookie installer spent six unplanned hours opening a drywall chase. Red flag. The owner schedules a training refresher with the junior crew on pre-install wall-cavity inspection using inspection forms — exactly the kind of operational learning that never surfaces without per-job costing visibility.
The owner reviews Pipelines CRM. Fourteen active quotes in the system: six at Comparing Bids, four at Contract Negotiation, three at Financing Approved, one at Deposit Received. The Comparing Bids quotes are the focus — automated email follow-ups already sent on Tuesday and Thursday mentioning the 25C federal tax credit deadline and the new-customer rebate the company is running.
Review Multiplier has fired 11 Google review requests this week, 7 have posted. The company is now at 247 total Google reviews — up from 198 three months ago. Business analytics shows $84,200 in invoiced revenue for the week, 51.3% gross margin across all jobs, 7.2 jobs per crew-day average. Next week is already 71% loaded — two whole-home multi-zone installs, eight single-zone retrofits, three service calls, and two commercial site surveys on the books.
That entire workflow — from AI Virtual Call Team overnight lead capture, through MapMeasure Pro pre-qualification, into the Options Estimate close and the two-day multi-zone install with QuoteIQ Cam documentation, finishing with per-job costing analysis and Pipelines CRM review — runs on one platform. No ductless BTU spreadsheet. No CompanyCam subscription. No second phone line. No third-party review tool. One CRM for ductless mini split installation, built by operators who understand the business.
Every ductless mini split installation company evaluating a CRM is weighing four realistic options — QuoteIQ, Jobber, Housecall Pro, and ServiceTitan. Here is an honest side-by-side of what actually comes built-in at the price tier most ductless contractors operate at. Feature data below is current as of April 2026. Partial or add-on availability is flagged explicitly.
| Feature | QuoteIQ Pro | Jobber + CompanyCam | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| Tiered Options Estimates | ✅ Built-in | ⚠️ Basic quote only | ⚠️ Add-on required | ✅ Built-in |
| Satellite Property Measurement | ✅ Built-in | ❌ Not available | ❌ Not available | ⚠️ Limited |
| Indoor-Head/Refrigerant Inventory | ✅ Built-in | ❌ Not available | ⚠️ Basic only | ✅ Built-in |
| 4K Photo Documentation | ✅ Built-in | ⚠️ CompanyCam add-on | ⚠️ Basic attach | ✅ Built-in |
| AI Before/After Generator | ✅ Built-in | ❌ Not available | ❌ Not available | ❌ Not available |
| AI Autopilot Voice CRM | ✅ 35+ tools | ❌ Not available | ❌ Not available | ⚠️ Limited |
| 24/7 AI Call Answering | ✅ Built-in | ❌ Not available | ❌ Not available | ⚠️ Add-on |
| Pipelines CRM (Deal Tracking) | ✅ Built-in | ⚠️ Limited stages | ⚠️ Basic | ✅ Built-in |
| Per-Job Profit Costing | ✅ Built-in | ⚠️ Higher tier only | ⚠️ Basic | ✅ Built-in |
| Auto Review Collection | ✅ Built-in | ⚠️ NiceJob add-on | ⚠️ Basic request | ✅ Built-in |
| Warranty/Cert Document Attach | ✅ Built-in | ⚠️ Limited | ⚠️ Basic | ✅ Built-in |
| In-Driveway E-Signatures | ✅ Built-in | ✅ Built-in | ✅ Built-in | ✅ Built-in |
| Maintenance Plan Subscriptions | ✅ Built-in | ⚠️ Higher tier | ⚠️ Add-on | ✅ Built-in |
| No Per-User Fees | ✅ Flat plan pricing | ❌ Charges per user | ❌ Charges per user | ❌ Per-seat pricing |
| Monthly Cost (4-user equivalent) | $149.99 | $448+ | $750+ | $1,800+ |
On the price axis alone, QuoteIQ versus Jobber is a 66% savings at the 4-user tier, QuoteIQ versus Housecall Pro is an 80% savings, and QuoteIQ versus ServiceTitan is a 92% savings. On the feature axis, the gap is wider than the price gap — no other CRM at any price point combines satellite property measurement, AI Before/After system rendering, and 35+ AI Autopilot voice-command tools in one platform. Ductless mini split installation companies switching to QuoteIQ typically recover their first year’s subscription cost inside the first 60 days through a combination of higher close rates, tighter inventory management, and fewer missed inbound calls.
“Once I started using QuoteIQ, my closing rate went way up. Clients love how clear the estimates are.”
— Verified Reviewer · App Store · 5★A ductless mini split installation company scaling past solo-owner-plus-helper is almost always running at least two distinct crews — a senior install team handling whole-home multi-zone projects and premium commercial work, and a second crew focused on service calls, single-zone retrofits, and change-outs. QuoteIQ EmployeeHub handles both crew structures and the office roles that support them, with role-based permissions, GPS tracking, time-on-job capture, and in-app team messaging built into every plan.
Typically a lead installer with 8+ years of ductless experience plus a second-year technician, running whole-home 3-to-5-zone installs, light-commercial cassette projects, and anything above $15,000 ticket value. EmployeeHub tracks their daily time against specific job codes — so the $18,200 three-zone install shows actual labor hours against the 18-hour estimate, feeding directly into job costing analytics. GPS location tracking confirms arrival times at jobsite, and in-app messaging keeps the crew connected to the office without group text chaos.
A newer-career installer paired with an EPA-certified apprentice, running 4–6 service calls and single-zone retrofits per day. Route optimization sequences their stops by geography and appointment window, saving 20–30% on daily drive time. Every refrigerant recovery and every change-out triggers automatic inventory deduction, and Time Tracker Pro captures labor minute-by-minute for accurate per-job profitability reporting.
The office manager runs the phones, manages the calendar, and handles permit submissions. The sales estimator runs in-home and commercial bid visits, owns the Pipelines CRM, and fires the quote-to-close follow-up cadence. Both sit at the Manager role inside EmployeeHub with permissions to assign crews, view job costing, send invoices, and access customer payment history — without seeing payroll-level data that only the owner needs.
“Around $75,000 to $100,000 in annual revenue is where the invisible cost of manual management typically starts exceeding what software would cost. The most expensive thing in manual management isn’t the time spent on the tasks — it’s the revenue lost to the things that don’t get done.”
— Justin Rogers, serial entrepreneur & co-founder of QuoteIQ · Full insights →
A CRM for ductless mini split installation work is only worth the subscription if it drives revenue — and revenue in this trade comes from three distinct channels, each with its own pipeline, its own follow-up cadence, and its own margin profile. QuoteIQ runs all three inside one platform.
The highest-ticket channel. A whole-home four-zone hyper-heat install invoices at $18,000 to $28,000 with 48–58% gross margin. A ductless mini split installation company closing just 3 whole-home jobs per month at a $22,000 average generates $792,000 in annual revenue from this channel alone, with roughly $396,000 in gross profit. Pipelines CRM tracks every quote through the 4–8 week sales cycle typical of this work — initial consultation, Manual J sizing, financing pre-approval, 25C tax credit line-item, final contract, deposit, and install scheduling. Email and text automation keeps the homeowner engaged through the comparison-shopping window without manual effort.
The volume channel. A single-zone 12k BTU retrofit in a bonus room, home office, converted garage, sunroom, or primary bedroom runs $4,200 to $6,800 installed at 45–52% gross margin. A ductless mini split installation company completing 6 single-zone jobs per week at a $5,400 average ticket generates $1,684,800 in annual revenue from this channel, with roughly $792,000 in gross profit. These are lead-sensitive — the homeowner is shopping 2 or 3 quotes, price-sensitive, and ready to move inside 7 days. Virtual Call Team catches the after-hours inbound that a competitor is going to miss, and Options Estimates present the tiered pricing that lifts 30–50% of those single-zone jobs into the Better or Best tier.
The recurring-revenue channel. An annual maintenance plan covering twice-yearly ductless system inspections, filter replacements, coil cleanings, and refrigerant-pressure checks at $195 to $320 per year per system builds a predictable monthly subscription base. A ductless mini split installation company with 600 systems on a $260 annual maintenance plan generates $156,000 in annual recurring revenue at roughly 62% gross margin — with the added upside that every maintenance visit surfaces change-out opportunities and add-zone upsells 3 to 5 years after initial install. Invoice subscriptions handles the recurring billing automatically.
QuoteIQ is not a CRM that then requires five add-on subscriptions to actually run a service business. Every tool a ductless mini split installation company needs to quote, close, schedule, install, document, invoice, and grow lives inside one platform at one monthly price — no CompanyCam subscription, no NiceJob review tool, no separate phone answering service, no third-party estimate generator.
Every tool ties back to the same customer record — so the standard estimate a ductless mini split installation company sent three weeks ago links to the invoice that came out of it, which links to the payment the homeowner just made, which triggers the Review Multiplier request, which posts to Google, which feeds business analytics showing the company’s monthly review velocity. The AI Estimator drafts new quotes from property photos, the AI Text Generator writes the follow-up SMS, InstaQuote lets homeowners self-quote from the website after hours, InstaSchedule fills the calendar without a phone call, ClientHub keeps every homeowner text in one thread, GPS location tracking shows every truck on a live map, team communication replaces the group chat, inspection forms capture pre-install site surveys, sales tracker gives the estimator a weekly close-rate dashboard, email automation handles quarterly maintenance reminders, mass SMS campaigns announce the spring maintenance special, and QuickBooks integration syncs every invoice straight to the accounting file. Route density and the before/after photo editor round out the toolkit. One login. One platform. One monthly subscription.
Every QuoteIQ plan includes a 14-day free trial. No contracts. Cancel anytime. The five tiers below scale from solo installer to multi-crew ductless operation with unlimited users. For most 2-to-4-crew ductless mini split installation companies, the Pro plan at $149.99 per month is the sweet spot — it unlocks the full AI Autopilot suite, Virtual Call Team, Pipelines CRM, and job costing while keeping per-user pricing flat.
All plans include a 14-day free trial. No contracts. Cancel anytime.
Compared to the alternatives, the math is not subtle. Jobber Connect with CompanyCam for a 4-user ductless crew runs $448+ per month once photo documentation and review tooling are bolted on. Housecall Pro equivalents land at $750+ per month for the same feature scope. ServiceTitan starts at $1,800 per month, requires a long-term contract, and is architected for large-scale HVAC software deployments for 15+ technician operations rather than the 2-to-6-crew ductless shops that make up the majority of the trade. QuoteIQ Pro at $149.99 per month delivers every feature any ductless mini split installation company actually uses, at 20% to 8% of the alternatives’ monthly cost.
The ROI math ends up trivial. A single additional whole-home three-zone close per quarter at a $17,800 ticket value — one single extra install per 90 days, driven by faster response time, cleaner Options Estimates, or automated follow-up — pays for 9.9 years of QuoteIQ Pro at full price. A single retained customer who renews a $260 annual maintenance plan for a decade pays for 17 months of QuoteIQ subscription. And the Virtual Call Team on its own — which catches the after-hours inbound ductless emergency call that a competitor misses — routinely covers the subscription cost inside the first 30 days of use.
QuoteIQ combines the six features a ductless mini split installation company actually needs — tiered Options Estimates, satellite MapMeasure Pro, indoor-head and refrigerant inventory tracking, per-job costing, Pipelines CRM for 25C tax credit shoppers, and AI Before/After previews — into one platform starting at $29.99 per month. No competing CRM at any price point delivers all six.
Yes. QuoteIQ Options Estimates let a ductless mini split installation company present tiered proposals — single-zone at one price, two-zone at another, whole-home three-or-four-zone at a premium tier — all on one document. Homeowners self-select the upgrade tier on 30–50% of proposals, lifting average ticket values dramatically.
Yes. Every QuoteIQ estimate supports custom line-items, so a ductless mini split installation company can add the 25C tax credit as a visible line on every qualifying proposal. Pipelines CRM tracks the stage of each tax-credit-motivated quote separately, and email automation reminds homeowners of eligibility before the year-end deadline.
QuoteIQ tracks R-410A cylinders, R-32 cylinders, 25-foot and 50-foot line-set kits, indoor heads by BTU capacity, outdoor condensers by zone count, MHK2 and kumo Wi-Fi controllers, line-hide duct kits, and wall penetration sleeves across every truck and the shop. Inventory auto-deducts as jobs invoice and flags reorder thresholds before a crew dispatches without a critical part.
Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime. Every tier — from Essentials at $29.99 per month to Max at $699 per month — is available to try without commitment.
QuoteIQ Pro at $149.99 per month costs 66% less than Jobber with CompanyCam at $448+, 80% less than Housecall Pro at $750+, and 92% less than ServiceTitan at $1,800+. Feature-wise, QuoteIQ is the only platform combining satellite property measurement, AI Before/After rendering, and 35+ AI Autopilot voice tools at any price tier.
Yes. QuoteIQ contract attachments store every technician’s EPA Section 608 refrigerant certification, every NATE certification, every OEM installer certification (Mitsubishi Diamond, Daikin Comfort Pro, Fujitsu Elite Contractor), and every manufacturer warranty document bound to the customer file. Retrievable on demand for warranty claims, permit inspections, or insurance documentation.
Yes. QuoteIQ handles light-commercial projects — dental offices, restaurants, small retail, medical suites — with the same workflow as residential. Multi-zone cassette systems, VRF light-commercial applications, and commercial maintenance contracts all run through the same Options Estimates, Pipelines CRM, job costing, and EmployeeHub structure.
Most ductless contractors are quoting and scheduling inside 24–48 hours of signup. Customer data imports from CSV, existing calendar imports from Google Calendar, and the mobile apps for iOS and Android install in 2 minutes. Elite and Max plans include dedicated onboarding support for larger crews migrating from ServiceTitan or Housecall Pro.
Yes. Invoice subscriptions inside QuoteIQ automatically bill annual or semi-annual maintenance plans — $195 to $320 per system per year for most ductless maintenance programs — charge the customer’s saved payment method on renewal date, schedule the inspection visits, and text the homeowner 48 hours before each visit. Recurring revenue runs on autopilot.
Options Estimates present single-zone, two-zone, and whole-home multi-zone pricing on one proposal. Homeowners upgrade to the premium tier 30–50% of the time. Average ticket value climbs automatically.
MapMeasure Pro measures condenser-pad location, line-set chase runs, and exterior line-hide routing from satellite imagery. Every estimate visit starts with 70% of the quote already built.
Inventory tracking manages heads by BTU, condensers by zone count, line-set kits by length, and refrigerant cylinders by type — across every truck and the shop simultaneously.
Job costing shows exactly where margin lives on every ductless install. Red-flag the 38% margin jobs, celebrate the 58% margin jobs, and train the crew accordingly.
Pipelines CRM tracks every 25C-motivated shopper through comparison, financing, and install — with automated follow-up keeping your quote top-of-mind during the 4-to-8-week decision window.
AI Before/After renders show the homeowner exactly where each indoor head mounts, how line-hide covers look on the exterior, and how discreet a ceiling cassette install will be — before a screw is turned.
Virtual Call Team answers every inbound call during the July heat wave and the January cold snap — books the estimate, captures the lead, texts the homeowner, and puts you ahead of every competitor still running voicemail.
No CompanyCam. No NiceJob. No separate phone answering service. No third-party estimator. QuoteIQ replaces the entire stack with one subscription starting at $29.99 per month — 66% to 92% less than Jobber, Housecall Pro, or ServiceTitan.
“From quoting to scheduling to measuring—every tool my service business needs.”
— Echevarria Roney · App Store · 5★“The map measure pro function has made it very easy to close deals and accurately quote jobs.”
— Ashad siddiqui 123 · App Store · 5★“I have been using QIQ for about 6 months now and it is the best CRM I have ever used, I highly recommend it for all service businesses.”
— Verified Reviewer · App Store · 5★Join 40,000+ contractors already running QuoteIQ. Start your 14-day free trial and quote your first whole-home multi-zone install this week.
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