Published February 2026 · Updated August 2026 · By the QuoteIQ Team
Panel upgrades, service calls, EV charger installs, commercial rough-ins and emergency callouts — all in one day, across five addresses. This guide breaks down what a CRM for electrical business operations actually has to do, what each QuoteIQ plan includes, and how electricians run quoting, scheduling, documentation, payroll hours and job profit from one app.
The best CRM for electrical business operations in 2026 is QuoteIQ. It is an all-in-one field service platform that runs estimating, scheduling, invoicing, payments, photo documentation, team hours and job-level profit from one app on the truck. Plans run from Essentials at $29.99/month for a solo electrician to Max at $699/month with unlimited user seats, and every tier — including the entry tier — includes the AI toolset rather than gating it behind an enterprise add-on.
TL;DR: An electrical CRM has to survive a day that jumps from a GFCI swap to a 200-amp service upgrade. QuoteIQ handles it with four estimate formats including Good/Better/Best options, drag-and-drop scheduling, one-tap invoicing with card, ACH and digital-wallet payments, photo documentation for the inspector, GPS time tracking that feeds job costing, and an AI layer led by AI Autopilot. That matters in a trade the U.S. Bureau of Labor Statistics projects will grow 9% through 2035, working to a code — NFPA 70 — that expects your work to be documented. Job costing pulls labor straight from clocked hours so you know the margin on every panel upgrade, and pricing runs $29.99 to $699/month with no per-technician fees.
Electrical contracting does not behave like the other trades. A single week can contain a same-day service call, a permitted panel replacement that needs a utility disconnect scheduled days out, a new-construction rough-in billed in phases, and a commercial maintenance visit that has to produce an inspection report. The work is governed by a code that changes on a three-year cycle, enforced by an authority having jurisdiction that varies by municipality, and priced from a materials list that moves with copper. Generic scheduling apps and paper folders do not hold that shape.
The demand side is not the problem. The Bureau of Labor Statistics Occupational Outlook Handbook counts roughly 821,000 electricians working in 2025 and projects employment to grow 9% between 2025 and 2035 — much faster than the 3% average across all occupations — with about 72,700 openings each year. BLS attributes part of that to grid upgrades and the electricity demand created by data centers and AI infrastructure. The constraint on most electrical shops in 2026 is not finding work. It is billing all of the work they already did, following up on the estimates they already sent, and knowing which jobs actually made money.
Electricians employed in the United States in 2025, with employment projected to reach 896,900 by 2035 — a 9% increase, classified by BLS as much faster than average. About 66% work for electrical contractors and other wiring installation contractors, and roughly 7% are self-employed. Source: U.S. Bureau of Labor Statistics.
The expensive failures in an electrical business are rarely dramatic. They are an estimate that never got followed up because it lived in a text thread. An invoice that went out eleven days late because the paperwork rode around in a van. A panel job where the apprentice hours were never written down, so the profit calculation was a guess. A warranty callback two years later with no photo of how the grounding electrode was actually terminated. Each one is small. Together they are the difference between a shop that scales and one that stays exactly the same size for a decade.
BLS puts the 2025 median wage for electricians at $63,190 per year, or $30.38 per hour, with the top 10% above $108,510. Every hour a licensed electrician spends rebuilding a quote from memory or chasing a signature is an hour billed at zero against a wage that is still being paid. That is the arithmetic a CRM is meant to fix — not by adding software theater, but by making the estimate, the schedule, the photos, the hours and the invoice one continuous record instead of five disconnected ones. If you want to sanity-check your own numbers first, the QuoteIQ business calculators and the EV charger installation cost calculator are free to use before you commit to any platform.
There is a compliance dimension too. Electrical work is inspected work. The National Electrical Code (NFPA 70) is the benchmark standard for design, inspection and installation, and it is adopted in some form across the country. OSHA’s electrical contractor standards govern how the work is performed safely. Neither of those bodies cares whether your documentation was convenient to produce. A CRM that captures photos, forms and signed approvals as a by-product of doing the job is worth more to an electrical contractor than one that simply schedules appointments. QuoteIQ’s electrician software was shaped around exactly that requirement.
The size of the U.S. electrical construction industry, according to the National Electrical Contractors Association, whose members range from small independent shops to large multinational firms. Most NECA contractors qualify as small businesses — which is precisely the segment that gets priced out of enterprise field service platforms.
Strip away the marketing and there are eight things an electrical contractor actually needs software to do. Use this as a scoring sheet against any platform you evaluate, including this one.
QuoteIQ covers all eight, and the rest of this guide walks each one in the order an electrical job actually moves: the call comes in, the quote goes out, the work gets scheduled, the job gets documented, the invoice gets paid, and the numbers get counted. If you want the trade landing page rather than the long-form breakdown, the electrical software overview is the shorter read.
Electrical estimates fail in two opposite directions. Too little detail and the customer questions the number. Too much detail on a $180 service call and you have spent forty minutes building a document for a job that pays for ninety. QuoteIQ solves that by shipping four distinct estimate formats rather than one form with a checkbox, so the document matches the size of the decision.
Full line-item pricing for whole-house rewires, new-construction rough-ins and commercial fit-outs where the customer expects to see every device, home run and fixture priced individually. Supports sub-items, so a “Kitchen” parent line can carry its own child lines for circuits, boxes and trim without turning the estimate into a wall of text. See Standard Estimates.
The format for a GFCI replacement, a ceiling fan hookup, a dedicated circuit or a breaker swap. Pull from your Price Book, confirm the total, send. It exists so the fast jobs stay fast and still get a real document instead of a number shouted from a ladder. See Quick Estimates.
Good/Better/Best tiers presented side by side. This is the natural format for service-capacity work: keep the 100-amp panel and add a subpanel, go to 200 amps, or go to 200 amps with whole-home surge protection and a generator interlock. The customer chooses a level instead of choosing yes or no. See Options Estimates.
Bundled service groupings — surge protection plus AFCI/GFCI upgrades plus a labeled panel directory, or an EV-ready package combining the circuit, the receptacle and the load calculation. Useful for standardizing what you sell so every estimator quotes the same scope. See Package Estimates.
Regardless of format, an estimate goes out with your logo and company details, your license number on the PDF, terms and conditions, photos attached to services or individual line items, deposit requirements, and markup and discount controls including a single-action markup across the whole document. Totals recalculate in real time as you adjust. Draft mode with continuous autosave means a dropped phone or a closed app does not cost you the work in progress — a genuinely useful detail when you are quoting from a crawl space.
Estimates send by SMS, email, PDF or link. E-signature approval starts on the Essentials plan, so even a solo electrician on the entry tier gets signed acceptance on the customer’s phone rather than a verbal yes. Editing an estimate after it has been sent automatically voids the outstanding signature request, which prevents the classic dispute where a customer signed version one and you performed version three. Permit documents, load calculations and contract PDFs ride along through contract attachments.
An accepted estimate converts to an invoice in one tap, or to a recurring subscription if the work is a maintenance agreement. You can also set an expiration date so a quote priced against last quarter’s copper does not get accepted in six months at a number you can no longer honor. Reusable Estimate Templates let you save your standard panel upgrade, your standard EV charger install and your standard service call once, then generate them in seconds.
Standard, Quick, Options and Package estimates are available on every QuoteIQ plan including Essentials at $29.99/month. Estimate types are not a tier upsell — the difference between plans is measurement, documentation, communication and team scale, not the ability to write a proper quote.
For commercial bids and large residential projects, an estimate can go out as a full branded proposal instead — company story, service descriptions, a photo gallery of comparable work, supporting documents and customer reviews wrapped around the pricing. You preview it before sending and can save the whole thing as a template. Proposals are available on every plan and consume 100 IQ Credits per send, with sends free during the trial and on the Elite and Max plans. The newer signing flow — consent, adopt signature and initials, then sign per field — applies to proposals; the long-standing estimate e-signature flow is unchanged.
One naming note worth knowing before you set it up: QuoteIQ also has a separate Custom Document Label setting that renames your estimates company-wide to “Estimate,” “Proposal” or “Quote” in every customer-facing document. That is a label change. The Proposal document type described above is a different, richer object. If your shop already calls everything a proposal, use the label setting and leave the document type for the bids that deserve it. Full feature documentation covers both.
The scheduling problem in electrical work is not filling the calendar. It is absorbing change without losing the thread. The utility moves the disconnect. The general contractor is not ready for the rough-in. A commercial customer loses a circuit at 4 PM and everything after it slides. A calendar that only supports “create appointment” is not enough.
QuoteIQ’s scheduling system runs day, week, month and employee-timeline views with drag-and-drop rescheduling and color-coded status. Multi-day projects render as continuous events rather than a row of disconnected blocks, which matters when a rewire spans a week. Individual occurrences of a recurring series can be dragged without disturbing the rest of the series — move one quarterly inspection without rebuilding the contract. Completed jobs pick up a green border and badge so a glance at the week tells you what is actually finished.
Schedule Later creates a job with no date attached — the right behavior for a permitted job waiting on an AHJ, or a customer who approved but wants to wait for the tax refund. The work exists in the system and does not get forgotten. GEO-Schedule displays jobs on a map rather than a grid, so you can see whether tomorrow is a tight loop or a day of driving before you commit to it. Two-way Google Calendar sync keeps the shop calendar and the personal calendar aligned, and the calendar can be filtered by employee and by crew.
Automated appointment reminders go out by SMS and email. On the Pro plan and above, On-The-Way texts fire when the electrician departs, which quietly removes the single most common inbound call a service shop receives. Completed jobs can be mass-invoiced straight from the calendar at the end of the day instead of one at a time.
Assigning a named electrician to a specific job is available from the Pro plan. Crew-level assignment — building “Residential Service,” “Commercial,” “Emergency” as standing units and scheduling them as a group — sits on the Max plan alongside crew tracking and crew-level analytics, with dedicated crew tools and roles and permissions controlling who can see and change what. Permissions were rebuilt in the August 2026 release with clearer gates and calendar permissions separated out properly, so a first-year apprentice can see their own schedule without seeing company revenue.
Two distinct tools handle geography on the Elite plan and above, and it is worth keeping them straight. Route Density answers where — it shows you where your jobs cluster so you can plan Tuesday as a west-side day instead of scattering service calls across the county. Route Optimization answers what order — it sequences the day’s stops for minimum drive time while respecting appointment windows and job durations, recalculates when a same-day emergency gets added, and hands off to GPS navigation. QuoteIQ documents drive-time reduction of 15–30% from optimized sequencing.
Reduction in daily drive time attributed to Route Optimization on Elite and Max. For a two-truck electrical shop, an hour a day recovered from windshield time is roughly one additional billable service call per truck per day — which is usually the entire argument for moving up a tier.
Homeowners increasingly search at night and book without calling. InstaSchedule, available on Elite and Max, exposes your genuine calendar availability and lets a customer book a slot 24/7. It is reachable from all four estimate types and from InstaQuote forms, and it writes straight into the same calendar your crews work from — there is no second system to reconcile. For shops that would rather capture the lead and control the booking, website contact request forms on Pro and above push submissions directly into QuoteIQ, and Google Reserve lets a customer book from Google Search and Maps when they find you after typing “electrician near me.”
Recurring maintenance is handled as a first-class object rather than a copied appointment. Quarterly thermal scans on a commercial panel, annual surge protector verification, or a scheduled generator exercise all live as recurring jobs with their own reminder cadence, and reminders and tasks catch the internal follow-ups that are not customer-facing at all.
Cash flow in an electrical shop is decided by the gap between “work complete” and “money received.” Materials were bought weeks ago. Labor was paid on Friday. If the invoice goes out on Monday and the check arrives three weeks later, the shop is financing the customer. The fix is not a better reminder system — it is collecting at completion, on the customer’s phone, while the electrician is still standing in the garage.
QuoteIQ’s invoicing converts an accepted estimate or a completed job into an invoice in one tap, with the line items, photos and notes already attached. Checkout is embedded on the page — the customer does not get bounced to a third-party redirect that half of them abandon. Partial payments and deposits are supported, which matters for a staged commercial job or a panel upgrade where you collect material cost up front.
Tips can be added at online checkout — less common in electrical than in cleaning trades, but not nothing on a same-day emergency callout. Cards on file appear on the customer profile for repeat commercial accounts. QuoteIQ never stores card numbers itself; those sit with the payment processor. Payout and bank details are configured in Settings, and recurring auto-pay is supported for customers on maintenance agreements. Online payments and tips both have their own feature pages.
Electrical shops with commercial maintenance contracts — quarterly panel inspections, annual infrared scans, monthly generator checks — should be billing those automatically. Invoice Subscriptions handle recurring billing with full discount, tax, fee and deposit math, and an accepted estimate can be converted directly into one. Net 15/30/60/90 terms are available for commercial customers who require them. Mass Invoicing, from the Beginner plan up, lets you bill an entire day of completed jobs from the jobs dashboard or the calendar in a single action rather than opening twenty records.
Automated payment reminders fire on a schedule you set, so the awkward follow-up call becomes a system behavior instead of a personal one. Invoice templates and expiration dates were added in the August 2026 release, and invoice PDFs carry material summaries. Every document carries an audit trail. If you would rather start from a blank document while you evaluate, the free electrical invoice template and the general contractor invoice template are available without an account.
Cards, ACH bank transfer, Apple Pay and Google Pay for online payment, plus cash and check recorded in-app. Processing fees vary by method, configuration, risk profile, industry and volume, so QuoteIQ does not publish a flat rate — confirm your own rate during setup rather than budgeting from a number you read in a blog post.
A service upgrade is the classic electrical job that a homeowner approves in principle and postpones in practice. Consumer Financing is available on every QuoteIQ plan, including during the trial, and it is independent of which payment processor your account runs on. Three providers are supported: Affirm for larger jobs, up to $30,000 per job across 3–36 month terms in the U.S. and Canada; Klarna with Pay-in-4, Pay-in-30 and longer terms; and Afterpay with Pay-in-4 up to roughly $4,000.
The mechanics matter to the contractor more than the customer: the homeowner applies at checkout in about thirty seconds and gets an instant decision, you are paid in full up front, and the provider owns collections and default risk. Refunds behave like card refunds, with the provider cancelling remaining installments. For a shop whose average panel-and-EV-circuit ticket sits in the low four figures, offering a payment path at the moment of the estimate is often the difference between a signed job and a “let me think about it.” QuoteIQ does not publish provider fee percentages, so confirm terms with each provider before you build them into your pricing.
Most electrical shops know their revenue and their bank balance. Far fewer know their margin by job type. It is entirely possible to run a busy year where residential service work subsidizes commercial contracts you were proud to win, and never notice, because the two numbers never got separated. Job costing is the tool that separates them.
Job Costing, available from the Pro plan at $149.99/month, produces a per-job Report tab with a single equation: Total Price − Labor − Expenses = Profit, displayed with a profit-margin bar. Labor is not typed in — it pulls automatically from time tracking, multiplying each employee’s hourly rate by their clocked hours on that job. Expenses link to the job as they are recorded. The number is therefore a measurement rather than an estimate, which is the whole point.
Expense Tracking, from the Beginner plan up, captures categorized expenses with receipt images, links them to specific jobs, and supports search, filter and CSV export. For an electrical contractor this is where the 12/2 romex, the load center, the conduit and the fittings from the Tuesday supply house run get attached to the job they were bought for instead of disappearing into a monthly credit card statement. Expenses Analytics, added in the July 2026 release, reports on that data in aggregate.
Good expense records are not only a management tool. The IRS Small Business and Self-Employed Tax Center is explicit that a recordkeeping system which clearly shows income and expenses is a baseline obligation, and the U.S. Small Business Administration notes that common guidance is to retain business records for three to seven years. Doing that inside the system that already holds the job is materially less work than doing it in a shoebox in March.
The Hourly Rate Calculator, part of Business Calculators and available from the Pro plan, works backwards from your real overhead and target margin to the rate you need to charge — not the rate the shop down the road advertises. Business Calculators also include a National Average Guide giving reference pricing across roughly six major home-service industries, useful for sanity-checking whether your service call fee is out of step with the market. The public home service business calculators hub is free to use.
The BLS median hourly wage for electricians as of May 2025. Your billable rate has to cover that wage plus payroll burden, vehicle, insurance, license, tooling, unbillable drive time and overhead before a single dollar becomes profit — which is exactly the calculation the Hourly Rate Calculator runs. Source: U.S. Bureau of Labor Statistics.
Basic analytics ship on Essentials. Advanced Business Analytics, from Beginner up, covers four areas: revenue by service, customer and employee or crew, with outstanding versus collected; sales including quotes sent, conversion rate, average ticket and pipeline value; operations covering completion rate and job duration; and customers including new versus repeat rate and lifetime value. The dashboard is a customizable widget layout rather than a fixed report, so a shop that lives and dies on estimate conversion can put that first.
Ask AI Reports and the IQ Terminal, added in July 2026, let you ask for a report conversationally instead of building it. And whatever you build, it is your data — Export Data is available on every plan, including Essentials, so nothing about the analytics layer creates lock-in.
Electrical work is the trade where documentation is not administrative overhead — it is the defense of the license. The inspector wants to see the work before it was covered. The insurance carrier wants evidence for the claim. The homeowner who calls in year three about a nuisance trip needs you to know what was actually installed. If those photos live in a phone camera roll sorted by date, they are functionally lost.
QuoteIQ Cam, from the Beginner plan up, captures photos in-app or uploads from the camera roll and organizes them by job and by date on the customer record. It supports before-and-after comparison, annotation, unlimited 4K photo and video cloud storage, and a per-contact documentation archive. For a panel replacement that means the existing Federal Pacific or Zinsco panel before disconnect, the meter-main, the new load center, the grounding electrode conductor termination, the bonding, and the labeled directory — all on one record, retrievable in seconds two years later.
Custom inspection forms with reusable templates and customizable PDF sections turn a walkthrough into a deliverable. Electrical shops typically build three: a residential safety inspection, a commercial panel and thermal survey, and a pre-purchase home evaluation. Job reports assemble the photos, notes and form results into a document you can attach to the invoice or hand to a property manager. Customer-facing photo galleries and shareable job links let a commercial client see the work without needing an account, and the Before & After Photo Editor produces the side-by-side comparison that sells the next job.
This is the part of the platform that most directly touches compliance. The Electrical Safety Foundation International explains that the authority having jurisdiction inspects against NEC minimum standards, and OSHA’s electrical program covers the safe-work-practice side. Neither requires a specific software product. Both reward a contractor who can produce evidence on demand.
MapMeasure Pro, from Beginner up, measures properties from satellite imagery inside the estimate builder — square footage, roof dimensions, driveways, yards and complex shapes via drawing tools. Measurements save to the customer profile and export into the quote, and screenshots attach to the estimate as visual proof of scope. For electricians this pays off on exterior work: landscape and security lighting layouts, the trench run to a detached garage or shop, service drop routing, and parking lot pole spacing on light commercial. The August 2026 release added a historical aerial imagery timeline, so you can scroll back through years of photos of a property — useful when a customer insists the subpanel predates their ownership.
Two companions sit alongside it on the same tier. Property Street View shows the property from the road — you can see the meter location, the service entrance and whether there is a ladder-friendly approach before you dispatch. Zillow Quick Access surfaces property data such as build year and square footage inside the estimate, which is a fast proxy for what wiring vintage you are walking into. AI AutoMeasure and the Measurement Library, added July 2026, are available on every plan and consume IQ Credits per measurement.
A phone estimate for exterior lighting or a detached-structure feeder can be scoped from satellite imagery, street view and property records without leaving the office. On a shop running 15 estimates a week, converting even a third of them to remote scoping is a full day of windshield time recovered every week.
Everything above attaches to a single client database record: contact details, service address, estimate history, invoice history, photos, forms, measurements, notes and call and text history. Multiple contacts can now be attached to a single job, so a property manager, a tenant and an owner all receive the on-the-way notification and the completion documentation without you sending three separate messages. Importing from a previous system is handled by AI Smart Import, which maps CSV columns automatically from any prior CRM and can also pull from your phone contacts.
The pattern across most field service software is that AI arrives as a premium tier or a paid add-on. QuoteIQ ships it on every plan, funded by IQ Credits — a monthly allocation included with the subscription rather than an extra line item. Essentials includes 500 credits per month, Beginner 1,500, Pro 3,000, Elite 5,000 and Max 8,000, and the allocation resets each billing cycle. Before any AI action runs, the app shows you what it will cost in credits and asks you to confirm, so there is no silent drawdown.
Three of the AI tools are frequently confused with each other, so it is worth stating the distinction plainly before the detail.
Conversational control of the whole CRM by voice or text, spanning 55 integrated tools across 13 categories. It operates on the business, not on a single document.
Analyzes property photos, asks targeted follow-up questions, and generates market-accurate line-item pricing for your area. Used once per new estimate.
Lives inside estimate and invoice creation. Adds services, sets discounts, changes tax, drafts client messages, adds deposits — with Auto Accept or Review modes.
AI Autopilot replaces navigation with instruction. Rather than tapping through five screens, you say what you want: “Move all of today’s jobs to Friday and text every customer,” or “Invoice all of today’s completed jobs and send them.” For an electrical shop, the practical version is a Friday afternoon on the way back from the last call, clearing the week’s billing by voice instead of at a desk at 8 PM. Note the naming: “Ask AI” is the interface name inside the app and “AI Autopilot” is the brand name — they are the same feature, not two products.
AI Estimator takes photos of the work — the existing panel, the service entrance, the room to be rewired — asks clarifying questions, and produces a line-itemized quote priced for your local market. It is a starting point you edit, not a number you send blind, and it is most valuable for newer estimators who have not yet built the intuition a twenty-year journeyman carries. AI CoPilot works differently: it sits inside the document you already have open and edits it, through quick-action cards or free-form chat. QuoteIQ’s live plan pages and its shipped code currently disagree on which plan gates CoPilot, so this guide describes what it does and deliberately does not state a tier — check the plan page or the app before you buy specifically for it.
The Virtual Call Team is an AI phone team that answers inbound calls 24/7, qualifies leads, filters spam, and produces a call summary and notification for you. Every call is recorded and transcribed. It runs from a knowledge base you customize, with a configurable agent voice and personality, and it can also place outbound and simultaneous call campaigns. Be precise about what it does: it answers, qualifies and summarizes — it does not book the appointment for you. It is priced per minute against IQ Credits at 125 credits per minute, which means it is minute-limited by your plan’s credit allocation. On Essentials that is a meaningful cap, not an unlimited answering service. Shops that rely on it heavily should budget credits accordingly or sit on a higher tier.
AI Autopilot spans 55 integrated tools across 13 categories, available on every plan from Essentials upward. Credit allocations scale with the plan — 500 on Essentials through 8,000 on Max, where multiple companies under one Max plan share a single pooled allocation.
A note on how to read IQ Credits: they are a usage allocation, not currency. They have no cash value, are non-transferable, and are non-refundable once purchased or consumed. Optional top-up packs exist if a heavy month runs the allocation down, but the core CRM — estimates, scheduling, invoicing, payments, documentation — never requires them. Everything covered elsewhere in this guide works with the credit balance at zero. The AI assistant package overview covers the toolset as a group.
Most electrical shops run customer communication on the owner’s personal cell phone. It works until it does not: the owner takes a Sunday call, the apprentice cannot see the thread, the texts vanish when the phone is replaced, and there is no record of what was promised when a dispute surfaces. That is a business risk disguised as a convenience.
ClientHub, on the Pro plan at $149.99/month and above, gives the business a dedicated phone number with two-way calling and texting inside QuoteIQ from phone, tablet or computer. Every call and every text is saved to the customer profile automatically, synced across devices, with real-time notifications. The owner’s personal number stays personal. When the customer who had the panel replaced in March calls in November, the whole history is on the record — not in someone’s pocket.
Call routing and forwarding directs incoming calls by time of day, by caller or by availability — to a specific team member, an external number, or the Virtual Call Team after hours. SMS and MMS are both supported. ClientHub messaging consumes IQ Credits on a per-message and per-minute basis, which is worth knowing when you are sizing a plan: a shop doing heavy texting volume will draw down credits faster than one that mostly emails. The AI Text Generator works inside ClientHub message fields, so a professional reply is one tap rather than five minutes of drafting between jobs.
The Client Portal, also on Pro and above, is a branded self-service space reached by a per-customer secure link — no app download and no account creation for the customer, which is the detail that determines whether homeowners actually use it. Each section is toggleable globally and per customer, so a residential customer and a commercial property manager can see different things.
Appearance is customizable — sidebar colors, with your logo and company name pulled in automatically — and you can add up to five custom menu links. An Activity tab shows when customers actually viewed something, which is a quietly useful signal on a large bid. Customer-facing photo galleries and shareable job links round it out. For a commercial property manager overseeing a dozen buildings, a portal that answers “what did you do at the Oak Street property in June” without an email exchange is worth more than any feature comparison chart.
Calls, texts, estimates, invoices, photos, forms and portal activity all attach to the same customer record. The practical test: when a warranty question arrives two years after the install, can anyone in the shop answer it in under a minute without calling the owner? With ClientHub and the Client Portal, yes.
The moment an electrical business hires its second electrician, a new class of problem appears: where is everyone, how many hours went into which job, who is allowed to see what, and how do those hours reach payroll without being retyped. EmployeeHub, on the Elite plan and above, is the answer to all four.
GPS Location Tracking shows the team on a live map while they are clocked in, with a traffic overlay for realistic ETAs and clock-in location verification so you know the apprentice was actually at the address when the shift started. One boundary is worth stating clearly because it is the question every crew asks: clocked-out employees are never shown on any map, without exception. Tracking pauses on breaks and stops at clock-out. This is a job-hours tool, not a surveillance tool, and presenting it that way to your team is the difference between adoption and resentment.
Time Tracker Pro handles GPS clock in and out, hours per job, and break counts and durations, all available in reports and CSV export. Manual adjustments are admin-only and carry a full edit history, which protects both sides of a disputed timesheet. Because hours are recorded against jobs, they flow directly into Job Costing and become the labor half of the profit equation automatically — the single most valuable connection in the whole platform for a shop trying to understand its margins.
Two limitations deserve a straight answer rather than a footnote. QuoteIQ does not calculate overtime automatically, and it does not include native payroll. Hours export to whatever payroll system you already run. If you were hoping to consolidate payroll into the CRM, that consolidation does not exist today, and no amount of feature-chart reading will change it. Employer obligations around employment records — the SBA notes the IRS requires employment tax records to be kept for at least four years — remain yours to meet with your payroll provider.
Team Communication provides one-on-one and group chats plus job and event assignment, keeping shop coordination out of a personal group text where it cannot be audited. Roles and permissions control feature access and were overhauled in August 2026 with clearer gates and calendar permissions properly separated; permission-restricted users see shortcut cards rather than the full dashboard. An employee database holds hourly rate and availability per person, which is what makes the automatic labor cost calculation possible.
Two team capabilities sit specifically on the Max plan. Sales Team Tracker handles commission percentage per rep with conversion and cycle metrics and year-to-date leaderboards — relevant if your electricians earn commission on upsold surge protection, generator interlocks or smart panel packages. Crew Creation, Crew Tracking and Crew Scheduling let you build standing crews with crew-level analytics and routing rather than assigning individuals every time. Max also lifts the seat cap entirely: unlimited users at a flat monthly price, which is the tier where a growing shop stops doing seat math before every hire.
Elite includes 10 user seats at $299/month. Max removes the cap entirely at $699/month and adds Sales Team Tracker, crew tools, priority support, the AI Website Builder included rather than as a $34.99/month add-on, and four additional businesses. For a multi-territory electrical company, multi-business support is often the deciding feature rather than the seat count.
Technical skill fills this month. Systems fill next quarter. The three things that compound for an electrical shop are online reputation, follow-up that runs without anyone remembering to do it, and a way for customers to start a job at 10 PM without reaching a voicemail.
Review Multiplier ships two mechanics rather than one. The first is an instant post-payment redirect: the customer pays, and is sent straight to your review page while satisfaction is at its peak. The second is a full email and SMS review-request automation with four event triggers, for shops that would rather ask on a delay or after a specific milestone. Destination platforms include Google Business Profile, Facebook, Yelp and Angi.
A caveat on plan availability: QuoteIQ’s live plan pages and its shipped code currently disagree about which tier gates Review Multiplier, and that dispute is unresolved. This guide therefore describes the feature and does not state its plan. If review automation is the reason you are buying, confirm it on the plan page or inside the app before committing to a tier. Reputation matters disproportionately in electrical service work — a homeowner with a dead circuit at 9 PM is choosing between three Google Business Profiles, and recency of reviews is part of what they see.
Email & Text Automations, on the Pro plan and above, run event-triggered multi-step sequences with personalization tags for customer name, estimate total, estimate link and more. Triggers include estimate created, estimate scheduled, estimate declined and invoice paid — verify the current trigger list in the app, since it has grown over time. Send timing ranges from immediate to 24 months out, which is the range you need for an annual safety-inspection reminder.
The V2 engine added a dedicated queue pipeline so sequences fire on time without duplicates, plus an Automations dashboard with Templates, Queue and History tabs, queue search, failed-item dismissal, template grouping and a variable picker. As of June 2026 you can also describe an automation in plain language and have it built for you rather than assembling it by hand. Mike Vidan’s pre-built follow-up sequence — first estimate through eleven-month follow-ups — imports in one click, which is a reasonable starting point for a shop that has never run automated follow-up before.
Mass Text and Email Campaigns on Elite and Max send targeted blasts to segments built from Tags — every residential customer with a panel over 25 years old, every commercial account due for a thermal survey, every customer in a storm-affected ZIP code. MMS is supported.
Set expectations correctly on setup, because this is where platforms tend to oversell. Mass campaigns require you to connect your own gateways: Twilio for SMS, which means an Account SID, an auth token, a number and A2P 10DLC registration, with carrier fees payable by you; and SendGrid for email, which means an API key and a verified sender. This is not a free unlimited blast button, and the registration step takes real days, not minutes. Plan for it before you promise a campaign to anyone.
InstaQuote, on Elite and Max, lets you publish a service library with pricing and share a link on your site, in email or on social. The customer selects services, sees a real-time total, and submits. The quote is delivered instantly by email or SMS, the customer can approve and book, and you are notified. For electrical, this works best on standardized, well-bounded scopes — EV charger circuit installs, whole-home surge protection, panel labeling, recessed lighting by the fixture, generator maintenance plans — rather than on open-ended diagnostic work where remote pricing is guesswork.
InstaQuote for self-quoting, InstaSchedule for self-booking against real availability, the Client Portal for service requests, and the Virtual Call Team for the phone. Four separate paths for a customer to start a job at an hour when no one is in the office.
Electrical inventory is unusually painful because it is simultaneously high-count and high-value: hundreds of SKUs of wire, device, box, fitting and breaker, plus load centers and gear worth hundreds of dollars each, spread across a shop, two or three vans and an active job site. QuoteIQ’s Inventory Management on the Elite plan and above breaks it into five modules: Products with SKU, category, unit, cost, reorder point and In Stock / Low / Out indicators showing cost, customer price and margin in the list; Locations for warehouse, truck and job site; Suppliers; Orders moving Draft → Confirmed → Received, where receiving auto-creates receipt transactions; and Transactions logging every movement as Receipt, Returned, Issued, Damaged, Loss or Adjustment.
Materials on estimates and invoices link to inventory products so pricing stays current when copper moves. One behaviour is critical to understand before you rely on it: stock deducts when the invoice is PAID, not when the job is marked complete, and a deposit does not count as paid. Mark-done deduction was deliberately removed from the shipped app. If your mental model is “job finished, stock drops,” your counts will drift. Build your process around payment, not completion.
Electrical shops chasing commercial contracts, builder relationships or multi-unit residential work are running a sales process, not a quote queue. Pipelines & Deals — labelled “Deals” in the app — provides Kanban and list views, stages with close-probability percentages, and a weighted value calculated as amount × probability for realistic forecasting. Six analytics metrics cover total, weighted, open, closed-won, new and average deal age. Deals support multiple assignees, PDF and image attachments, internal notes kept separate from customer-visible content, and filters by priority, date range and owner. Elite runs up to five pipelines; Max is unlimited — relevant if you want residential, commercial and new construction tracked separately.
The QuickBooks integration on Pro and above syncs invoices, payments, customers and expense categories, with duplicate-sync locks and automatic syncing of missing customers before an estimate sync. Be precise about scope: the integration covers QuickBooks Online only — the older locally-installed edition of QuickBooks is not supported. If your bookkeeper runs that locally-installed edition, that is a genuine constraint to resolve before you migrate, not a detail to discover in month two.
Elsewhere in the platform: two-way Google Calendar sync; Google Reserve booking from Search and Maps on all plans; AI Smart Import for CSV migration from any prior CRM with automatic column mapping, plus import from phone contacts; and full mobile and web parity across iOS, Android and the major desktop browsers — the app is not a cut-down companion to a web product. Multi-currency display and dark mode are both supported, and there is a suggest-a-feature voting mechanism that has visibly driven the roadmap.
Several capabilities have shipped in the app without dedicated marketing pages, so they are easy to miss when comparing platforms: an Imports Hub, Lead Sources tracking, an outbound API with webhooks for shops that want to push events into their own tooling, and a custom post-payment redirect link. Data ownership is unambiguous — customers own their data and can export on any plan.
The single most common misconfiguration for contractors moving to QuoteIQ inventory: assuming materials deduct at job completion. They deduct when the invoice is paid, and a deposit is not a payment for this purpose. Set your reorder points with that timing in mind.
QuoteIQ pricing is published, flat and per-plan rather than per-technician. Annual billing gives two months free — pay for ten, get twelve. Every plan includes a 14-day free trial with full access to the features of the plan you choose, and every plan includes the AI toolset with its own monthly IQ Credit allocation.
| Plan | Monthly | Annual | Users | IQ Credits | Best fit for an electrical shop |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | Solo licensed electrician. Estimating, invoicing, payments, scheduling, e-signatures and the AI toolset. |
| Beginner | $74.99 | $749.99 | 2 | 1,500 | Owner plus one. Adds MapMeasure Pro, Property Street View, Zillow access, QuoteIQ Cam, expense tracking and advanced analytics. |
| Pro | $149.99 | $1,499.99 | 4 | 3,000 | 2–4 electricians. Adds ClientHub, Client Portal, automations, on-the-way texts, contact forms, job costing and QuickBooks Online. |
| Elite | $299 | $2,990 | 10 | 5,000 | Multi-truck shop. Adds InstaQuote, InstaSchedule, pipelines, mass campaigns, inventory, route optimization and density, and EmployeeHub. |
| Max | $699 | $6,990 | Unlimited | 8,000 | Regional or multi-territory company. Adds unlimited seats, Sales Team Tracker, crews, priority support, AI Website Builder and 4 additional businesses. |
Solo electrician, mostly residential service. Essentials at $29.99 covers the real workflow: quote on site, get it signed, invoice on completion, take a card. You lose satellite measurement and photo documentation, which matters less if your work is inside panels and more if you do exterior and lighting work. Many solos move to Beginner within a quarter for QuoteIQ Cam alone.
Owner plus one apprentice. Beginner at $74.99 is the documentation tier. MapMeasure Pro, Property Street View and Zillow Quick Access make remote scoping viable, QuoteIQ Cam gives you the inspection archive, and expense tracking starts feeding real cost data. Two seats is exactly right for this stage.
Two to four electricians. Pro at $149.99 is where the business stops running on the owner’s phone. ClientHub gives the company its own number, the Client Portal gives customers self-service, automations handle follow-up, job costing tells you your margin, and QuickBooks Online syncs the books. If you are hiring your third electrician, this is the tier.
Multi-truck shop. Elite at $299 with 10 seats unlocks the operational layer: route density and optimization for the drive-time problem, inventory for the materials problem, EmployeeHub for the hours problem, and InstaQuote and InstaSchedule for the after-hours intake problem. Pipelines matter here too if you are bidding commercial work.
Regional company. Max at $699 removes the seat cap, adds Sales Team Tracker and crew tools, and includes four additional businesses under one plan — with a single shared IQ Credit pool across sub-companies and auto-recharge running on the parent account. Priority support comes with it.
Upgrading mid-cycle charges the prorated difference, credits jump immediately, and annual rates adjust proportionally — so starting low and moving up as the shop grows does not penalize you. Compare tiers side by side on the pricing page, or browse the full feature directory if you want to check a specific capability against a specific plan before you decide.
QuoteIQ is not the only credible option for an electrical contractor. Jobber and Housecall Pro are both established general-purpose field service platforms serving home service trades including electrical, and both are actively developed. Rather than repeat marketing claims about anyone’s product, here is the evaluation method that actually produces a good decision — run it yourself, on live pricing pages and live trials, in the same week.
Pricing models differ structurally. Some platforms price per plan with a seat allowance; others price per user. Build your cost at your current headcount and at your headcount after two hires, then compare. A platform that is cheaper today can be more expensive at five electricians, and the reverse is also true. Take the numbers from each vendor’s own current pricing page on the day you decide.
Total cost is subscription plus the tools you still need. Photo documentation, an AI receptionist, satellite measurement, review automation, a business phone line, inventory. Whatever a platform does not include, price the add-on or the third-party product and add it in. Compare the totals, not the headline numbers.
Build the same real quote in each trial — your most common panel upgrade, with options. Time it. Send it to your own phone and look at what the customer sees. The platform that produces a better-looking document faster on a phone in a driveway will win you more work than the one with the longer feature list.
Accounting is usually the binding constraint. Confirm the exact product edition supported — for QuoteIQ that is QuickBooks Online, not Desktop. Then confirm data export, because the ability to leave is the only real protection against a platform decision that turns out wrong.
Two rules make this exercise reliable. First, verify every price and every limit on the vendor’s own live page on the day you compare — field service pricing changes frequently, and third-party comparison articles go stale fast, including this one. Second, do not disqualify a platform on a feature-absence claim you read somewhere; check the current product yourself, because roadmaps move and platforms ship. If you want QuoteIQ’s own side-by-side breakdowns, the comparison hub covers the major platforms individually.
Where QuoteIQ tends to fit best is the 1-to-10-electrician shop that wants one subscription instead of five, values the documentation and measurement tooling, and would rather have a predictable flat monthly cost than a per-technician bill that grows with every hire. Where it fits least is a large operation with dedicated office staff running complex dispatch and enterprise reporting, or a shop whose accounting is locked to the older locally-installed edition of QuickBooks rather than the Online edition.
Feature lists do not tell you how a platform behaves on a Tuesday. These are the five job types that make up most of a residential and light-commercial electrical business, mapped to the specific tools that carry each one.
A homeowner has a dead circuit. The call lands — answered live, or by the Virtual Call Team after hours, which qualifies the lead and sends you a summary. The job is scheduled with a customer reminder; the on-the-way text goes out when the electrician leaves on Pro and above. On site, diagnosis leads to a Quick Estimate built from the Price Book in under a minute, signed on the customer’s phone. Photos of the fault and the repair go to the record. The estimate converts to an invoice in one tap and the card is taken at the door. The post-payment redirect asks for the review while the customer is still relieved. Total administrative time after the truck leaves: none.
A homeowner is replacing an obsolete panel, or a load calculation says 100 amps is no longer enough. This is the classic Options Estimate: a subpanel-only path, a 200-amp service upgrade, and a 200-amp upgrade with surge protection and a generator interlock. The customer picks a level. Consumer financing is offered at checkout so price is not the reason the decision slips a quarter. Permit documents and the load calculation ride along as contract attachments. The utility disconnect date drives the schedule. QuoteIQ Cam documents the existing panel, the meter-main, the new load center, the grounding and bonding, and the finished directory. Materials link to inventory so the load center and breakers are accounted for. Hours land in job costing, and you learn whether panel work is genuinely your best margin or just your busiest.
EV circuits are the growth job of the decade and one of the most standardizable scopes in residential electrical, which makes them ideal for productization. Build a Package Estimate covering the load calculation, the circuit, the receptacle or hardwire, and permit handling — then publish it through InstaQuote so customers can price and book it themselves. MapMeasure Pro and Property Street View let you assess panel location relative to the garage before you drive out, which is the variable that decides whether the job is two hours or six. Cross-check your own pricing against the free EV charger installation cost calculator before you publish a fixed price.
Builder work is phased, slow to pay and dependent on other trades. Use a Standard Estimate with parent-child line items so each room or zone carries its own detail without becoming unreadable. Schedule Later holds the job until the GC is actually ready. Multi-day rendering keeps a week-long rough-in as one continuous calendar event. Bill in phases with deposits and partial payments, and set Net 30 terms where the builder requires them. Track the opportunity itself in Pipelines & Deals with a close probability, because a builder relationship is a sales process that runs for months. Free construction invoice templates are available if you want a format reference.
Recurring commercial work is the most valuable revenue an electrical shop can hold, because it is predictable. Set it up as a recurring job with the right cadence — quarterly panel inspection, annual thermal survey, monthly generator exercise. Bill it with Invoice Subscriptions so it collects without anyone raising an invoice. Deliver the value visibly through inspection forms and job reports, and give the property manager a Client Portal link so they can see history and submit requests without emailing you. Route the visits efficiently with route density if you hold several accounts in one district.
Projected employment growth for electricians from 2025 to 2035, driven in part by grid upgrades and data center electricity demand, per the Bureau of Labor Statistics. Shops that standardize and productize the repeatable jobs — EV circuits, surge protection, panel upgrades — are best positioned to absorb that demand without adding office overhead.
Migrating a CRM has a reputation for being painful, and it usually is when it is attempted all at once. The version that works is sequential: get quoting live first, then billing, then documentation, then the team. Most electrical shops complete this inside a single trial period.
Create the account and pick the plan that matches your current headcount — the trial gives full access to the features of the plan you choose, so choose the tier you would realistically buy rather than the cheapest one. Bring your customer list across with AI Smart Import, which maps CSV columns automatically from any prior CRM, or import from phone contacts. Allow an hour. If you are moving years of history and a complex price book, the Done-For-You setup tiers exist for exactly this.
This is the step that determines whether the platform sticks. Enter your standard services with real pricing — service call, receptacle, dedicated circuit, panel replacement, EV circuit, surge protection — then save your three or four most common jobs as Estimate Templates. Set up an Options Estimate for service capacity work while you are here. Budget two hours and do it properly; every quote you send afterwards is faster because of it.
Configure payout and bank details in Settings, enable the ACH toggle if you invoice commercial customers, and upload your logo, company details and license number so they appear on every document. Then switch on automated payment reminders and, on Pro and above, the follow-up automations — the pre-built sequence importable in one click is a sensible starting point rather than building from scratch.
Add your electricians with hourly rates and set roles and permissions so apprentices see their schedule and not company revenue. Then run one real job completely inside the system: quote, sign, schedule, document with QuoteIQ Cam, clock hours, invoice, collect, and check the job costing report. One complete cycle teaches the crew more than any training session, and it surfaces whatever you configured wrong while it is still cheap to fix.
See QuoteIQ running a real contracting workflow
A walkthrough of the platform from estimate through payment, on the QuoteIQ YouTube channel.
Watch the QuoteIQ Video Tour →QuoteIQ is the best CRM for most electrical businesses in 2026, particularly shops running between one and ten electricians. It consolidates estimating, scheduling, invoicing, payments, photo documentation, team hours and job-level profit into one platform starting at $29.99 per month on Essentials and reaching $699 per month on Max with unlimited user seats. What separates it for electrical work specifically is the combination of four estimate formats including Good/Better/Best tiers for service-capacity decisions, photo documentation built for inspection evidence, and job costing that pulls labor automatically from clocked hours. It is a real market: the Bureau of Labor Statistics counts roughly 821,000 electricians working in 2025 with 9% growth projected through 2035. Larger operations with dedicated office staff and complex enterprise reporting requirements should evaluate alternative platforms alongside it.
QuoteIQ runs five published tiers billed per plan rather than per technician: Essentials at $29.99/month for one user with 500 IQ Credits, Beginner at $74.99/month for two users with 1,500 credits, Pro at $149.99/month for four users with 3,000 credits, Elite at $299/month for ten users with 5,000 credits, and Max at $699/month for unlimited users with 8,000 credits. Annual billing gives two months free — you pay for ten months and get twelve. Optional extras include the AI Website Builder at $34.99 per month, included at no charge on Max, and Done-For-You setup at $299.99 or $999.99. Because pricing across this category changes often, verify current figures on each vendor’s own live pricing page before you budget, and use the free business calculators alongside SBA guidance on managing business costs to model the total against your revenue.
Yes, and the two use different parts of the platform. Residential service work leans on Quick Estimates for same-day jobs and Options Estimates for panel upgrades where the customer chooses between a subpanel, a 200-amp service and a full upgrade with surge protection. Commercial work leans on Standard Estimates with parent-child line items, phased billing with deposits and Net 15/30/60/90 terms, Invoice Subscriptions for recurring maintenance agreements, and Pipelines & Deals to track bids that take months to close. Property managers get a self-service Client Portal showing history, invoices and inspection reports, while residential customers can self-book against real availability through InstaSchedule on Elite and Max. Both sides benefit from documentation that satisfies the authority having jurisdiction inspecting against NFPA 70, the National Electrical Code.
Yes. QuoteIQ Cam, available from the Beginner plan upward, captures photos in-app or from the camera roll and files them by job and date on the customer record, with before-and-after comparison, annotation and unlimited 4K photo and video storage. Custom inspection forms with reusable templates turn a walkthrough into a PDF deliverable, and job reports bundle photos, notes and form results into a document you can attach to an invoice or hand to a property manager. Permit documents, load calculations and signed contracts attach to estimates and invoices through contract attachments, and everything is retrievable from the customer profile years later. This matters because electrical work is inspected work — OSHA’s electrical contractor standards govern how it is performed, and evidence of compliant installation is what protects you in a warranty or insurance dispute. Customer-facing galleries share the same photos without giving up the archive.
Yes, with one important limit: the integration covers the QuickBooks Online edition only — the older locally-installed edition is not supported. The integration is available on the Pro plan at $149.99 per month and above, and it syncs invoices, payments, customers and expense categories, with duplicate-sync locks and automatic syncing of missing customers before an estimate sync runs. That removes the double data entry between the field and the books, which for a shop invoicing thirty jobs a week is a meaningful amount of bookkeeping time. If your accountant runs that older locally-installed edition, resolve that before migrating rather than after. Whatever your accounting stack, Export Data is available on every plan including Essentials, and expense tracking with receipt capture keeps job-linked costs in one place alongside invoicing — supporting the recordkeeping the IRS Small Business and Self-Employed Tax Center expects a business to maintain.
Through two connected features. Time Tracker Pro, part of EmployeeHub on the Elite plan and above, records GPS clock in and out, hours per job, and break counts and durations, with admin-only manual adjustments that keep a full edit history. Those hours feed Job Costing on Pro and above, which calculates Total Price minus Labor minus Expenses equals Profit for each job, multiplying each employee’s hourly rate by their clocked hours automatically. Add job-linked material costs through expense tracking and you get a measured margin rather than an estimated one. Two limits to plan around: QuoteIQ does not calculate overtime automatically and does not include native payroll, so hours export to your existing payroll system. The SBA notes employment tax records must be kept for at least four years, which remains your responsibility with your payroll provider.
Yes. Every plan includes a 14-day free trial with full access to the features of the plan you choose — so pick the tier you would realistically run rather than the cheapest one, because the trial mirrors that tier and not a higher one. A credit or debit card is required to start. The trial converts to the paid rate of the selected plan at expiry unless you cancel first, and it can be cancelled at any point during the 14 days. One trial is available per person, per business and per payment method. Practically, the best use of the fortnight is to build your price book and estimate templates in the first two hours, then run one complete real job through the system — quote, sign with an e-signature, schedule it, document it with QuoteIQ Cam, invoice it and collect through online payments. Compare tiers first on the pricing page, and check current market wage context at the Bureau of Labor Statistics when you model the return.
Every plan includes the AI toolset, funded by a monthly IQ Credit allocation ranging from 500 on Essentials to 8,000 on Max rather than sold as an add-on. AI Autopilot gives conversational control of the CRM across 55 integrated tools in 13 categories — it is the same feature the app labels “Ask AI.” AI Estimator turns property photos plus follow-up questions into market-accurate line-item pricing, while AI CoPilot edits the estimate or invoice you already have open. The Virtual Call Team answers inbound calls 24/7, qualifies leads and returns call summaries and transcripts — it does not book the appointment, and it is minute-limited by your credit allocation at 125 credits per minute. Before & After AI and the AI Text Generator round it out. Every AI action shows its credit cost and asks for confirmation before running. Rising sector demand — including the data centre load the BLS cites — makes that leverage more useful each year.
QuoteIQ LLC was founded on September 21, 2022 and is based in Savannah, Georgia. It is built by people who ran service businesses before they wrote software, which is why the estimate formats map to how contractors actually sell rather than to how software categories are usually drawn.
Co-Founder of QuoteIQ and the most visible voice in the product’s development, publishing operational guidance for home service contractors on pricing, close rates and growth. Read more at Mike Vidan’s insights profile.
Co-Founder of QuoteIQ, working across product and the contractor community that drives the platform’s roadmap through direct feature requests and voting. Read more at Justin Rogers’ insights profile.
This is my go to software for my quoting and invoicing needs. I’ve only been in business a few months but QuoteIQ makes quoting a breeze with the integrated map tool. Not to mention, it adds an element of professionalism that most quoting softwares can’t!
Chris Karnow · App StoreThis is an amazing CRM has everything I need to run my business to online quoting to measuring online to sending invoices within seconds and to accept credit cards. I will recommend this CRM to anyone that has a home service business.
ry nilsen · App StoreIm just starting off, and this app has helped me so much. It has eased and facilitated so many aspects of the job. It also helps consolidate quotes, client info, and the inspections of the job site as well as other things. Highly recommend.
anton pass · App StoreQuote from the truck, document for the inspector, invoice at the door and know your margin by Friday. Every plan includes a 14-day free trial with full access to the features of the plan you choose.
Questions? Email support@quoteiq.io or text (912) 913-7154. Compare every tier on the pricing page or browse the electrician software overview.
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Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
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.
Facebook User Group
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