Published February 2026 · Updated August 2026
QuoteIQ is the all-in-one CRM for plumbing companies — quoting, scheduling, invoicing, payments, job costing, AI tools, inventory and crew management in one app, starting at $29.99/month with a 14-day free trial on the plan you choose.
QuoteIQ is the best CRM for plumbing businesses in 2026 because it puts the entire job lifecycle — estimating, scheduling, invoicing, payments and job costing — inside one app that starts at $29.99/month for a single user and tops out at $699/month for unlimited users. AI tools ship on every plan, not as an add-on, and every plan includes a 14-day free trial of the plan you select. For a plumbing company running two trucks and a dispatcher, that means one subscription instead of four, and one place where the water-heater estimate you wrote in a driveway becomes a scheduled visit, a signed approval, a paid invoice and a profit number.
TL;DR: Plumbing is the most interrupt-driven trade in home services — emergency calls, scheduled maintenance, rough-ins and remodels all in one week — so your software has to hold quoting, dispatch and money in one place. QuoteIQ does that from $29.99/month with quick estimates for service calls, Good/Better/Best options estimates for water heater swaps, e-signatures on the customer’s phone, ClientHub business calling and texting, truck and warehouse inventory, and EmployeeHub crew tracking. The trade itself is stable — the U.S. Bureau of Labor Statistics projects about 44,000 plumbing openings a year through 2034 — and demand keeps coming, since EPA WaterSense puts average household leaks at more than 9,300 gallons a year. Compare tiers on the pricing page or start with the plumbing software overview.
Plumbing is the most operationally chaotic trade in home services. A single Tuesday can contain a 6 a.m. burst-line emergency, two scheduled water heater installs, a commercial backflow test, a remodel rough-in inspection, and a homeowner who wants a quote for repiping a 1962 ranch. Every one of those jobs has a different price structure, a different parts list, a different documentation requirement and a different customer expectation. Generic sales CRMs were never designed for that. Spreadsheets and paper carbon books definitely weren’t.
The trade itself is not the problem. The Bureau of Labor Statistics reports a median annual wage of $62,970 for plumbers, pipefitters and steamfitters as of May 2024, with employment projected to grow 4 percent from 2024 to 2034 and roughly 44,000 openings per year. Demand is durable: EPA WaterSense data shows the average household wastes more than 9,300 gallons a year to leaks, and nine percent of homes have leaks running 50 gallons or more per day. Work is not the constraint. Capturing it, pricing it correctly, and collecting on it is.
When a plumbing company plateaus, the cause is almost never a lack of calls. It is one of four operational leaks, and each one has a software fix:
If each truck runs six calls a day and you convert one extra estimate per truck per week at an average residential service ticket, that is roughly 100 additional closed jobs a year with zero additional marketing spend. The entire QuoteIQ Pro plan costs $149.99/month — $1,799.88 a year, or $1,499.99 if you pay annually and take the two free months. Run your own numbers with the home service business calculators before you commit to anything.
Not every platform marketed to contractors is built for field work. Here is the functional checklist a real plumbing CRM software package has to satisfy — and where QuoteIQ covers each item:
Line-item quotes for repipes, quick quotes for disposal swaps, Good/Better/Best for water heaters and packages for maintenance agreements — four estimate types, one price book.
You are under a sink, not at a desk. Full mobile and web parity on iOS, Android and browser means the estimate you start in a crawl space finishes on the office computer.
Job Costing subtracts labor and tracked expenses from the job price so you know margin per job, not just revenue.
Drag-and-drop scheduling with day, week, month and employee-timeline views, plus Google Calendar two-way sync so nothing double-books.
Cards, ACH bank transfer, Apple Pay and Google Pay online, plus cash and check recorded in-app — with consumer financing for the $9,000 sewer line replacement.
QuoteIQ Cam and inspection forms capture pipe condition before and after — the evidence you need for warranty disputes, insurance and property managers.
Plumbing quotes are not one shape. A hose bib replacement and a commercial grease-line repair cannot use the same document. QuoteIQ ships four estimate types on every plan, all drawing from the same price book, so the format changes without the pricing drifting.
| Estimate type | Best plumbing use case | Why it wins the job |
|---|---|---|
| Standard Estimate | Whole-house repipe, bathroom remodel rough-in, commercial build-out | Full line-item detail with sub-items, materials, photos and terms — the level of transparency a $14,000 job requires |
| Quick Estimate | Faucet swap, toilet install, disposal replacement, hose bib | Built in under a minute at the door so the customer decides while you are still standing there |
| Options Estimate | Water heater replacement: standard tank, high-efficiency tank, tankless | Good/Better/Best tiers let the customer choose up instead of choosing whether |
| Package Estimate | Annual maintenance agreements, whole-home plumbing inspections, seasonal service plans | Bundles recurring work into one number and converts to a recurring subscription |
Every estimate type carries the same capability set: custom branding with your logo and license number on the PDF, deposit requirements, markup and discount controls, sub-item hierarchy for staging a repipe by floor, a materials section that links to inventory products, images on individual line items, expiration dates so a Q1 price does not get accepted in Q4, and the option to hide individual or all line-item prices when you quote a flat number. Drafts autosave continuously — if your phone dies in a crawl space, the estimate is still there.
Customers approve with a signature on their own phone. No printing, no scanning, no “I’ll drop it by the office.” If you edit an estimate after sending it, the outstanding signature request voids automatically, which prevents the version-mismatch argument that follows a scope change. For jobs that require terms beyond the estimate — repipe warranties, lien waivers, commercial service agreements — contract attachments ride along with the document.
For high-ticket work — sewer replacements, full repipes, commercial retrofits — an estimate can go out as a full branded proposal with your company story, service descriptions, a photo gallery, documents and customer reviews attached. Proposals are available on every plan and cost 100 IQ Credits per send, free during the trial and on the Elite and Max plans. Preview before sending, then save the whole thing as a reusable template.
The single fastest way to lose margin is three technicians pricing the same job three ways. The shared price book fixes that, and the business calculators — including a National Average Guide covering major home-service trades — give a sanity check when you are entering unfamiliar work. If you are pricing water-intrusion adjacent jobs, the basement waterproofing cost calculator, the French drain cost calculator and the foundation repair cost calculator are free and public — useful when a homeowner asks whether the wet basement is your problem or a drainage contractor’s.
An approved estimate converts to an invoice in one tap, carrying the line items, materials and photos with it. Customers pay by credit or debit card, ACH bank transfer, Apple Pay or Google Pay online; cash and check get recorded manually in the app so the job record stays complete either way. Online customer payments run through the QuoteIQ Payments Service, which is Whop-powered for new subscribers and Stripe-powered for legacy accounts. Payout and bank details live in Settings.
The features that matter most for plumbing cash flow are the unglamorous ones. Net 15/30/60/90 terms for commercial and property-management accounts. Partial payments and deposits so a repipe can take 50 percent up front. Automated payment reminders with timing you control. Invoice subscriptions that bill maintenance agreements automatically every month or quarter. Tips at online checkout, which service techs consistently underestimate. Invoice templates and expiration dates. And an audit trail on every document, which matters the first time a property manager insists they never received the bill.
Consumer financing is available on every plan, including during the trial, and it is independent of which payment processor your account uses. Affirm covers up to $30,000 per job over 3 to 36 months in the US and Canada; Klarna offers Pay-in-4, Pay-in-30 and longer terms; Afterpay handles Pay-in-4 up to roughly $4,000. The customer 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.
This is the difference between “let me think about it” and a signed sewer replacement. A homeowner staring at a $9,800 lateral replacement after a camera inspection is not deciding whether they need the work — they are deciding whether they can absorb it this month. Refunds behave like card refunds: the provider cancels the remaining installments.
If you are still building invoices by hand or in a word processor, start from a structured template and move into the app once the format settles. The free contractor invoice template, construction invoice template and handyman invoice template all cover the line-item, tax and terms structure that survives a commercial accounts-payable review.
Plumbing schedules are written in pencil. A main break at 7 a.m. moves everything, and the software either absorbs that or fights you. QuoteIQ’s scheduling and calendar handles it with drag-and-drop rescheduling across day, week, month and employee-timeline views, color-coded job statuses, and multi-day jobs rendered as continuous events instead of fragments. You can drag one occurrence of a recurring maintenance series without disturbing the rest — useful when a quarterly commercial visit needs to shift a week.
Practical details that matter in the field: Schedule Later lets you create a job with no date and assign it once the parts arrive. Completed jobs show a green border and badge on the calendar so a dispatcher can see the day’s state at a glance. You can filter the calendar by employee and by crew. The GEO-Schedule map view puts jobs geographically instead of chronologically, which is how you actually notice that two of tomorrow’s calls are four blocks apart. Automated appointment reminders go out by SMS and email, and Google Calendar two-way sync keeps outside calendars aligned.
On-The-Way texts start at the Pro plan. For plumbing, that single feature reduces more friction than almost anything else on this page — the customer stops calling the office to ask where the truck is, and the tech stops fielding the callback. On jobs with more than one stakeholder, additional contacts on a job mean the tenant, the property manager and the owner all get the same notification.
On the Elite and Max plans, Route Optimization sequences the day’s stops for minimum drive time, accounting for appointment windows and job duration, recalculating when an emergency gets inserted mid-day. QuoteIQ’s own figure for the impact is a 15–30% reduction in drive time. Route Density answers a different question: it shows you where your work clusters so you can plan tomorrow’s zone. Density decides the neighborhood; Optimization decides the order.
Every hour a licensed plumber spends between jobs is an hour billed at zero against a wage the BLS puts at a $62,970 median. Two trucks, one hour of avoidable windshield time each per day, 250 working days — that is 500 hours a year of paid non-production. Route sequencing does not need to be dramatic to pay for the software.
ClientHub (Pro and above) gives your plumbing company a dedicated business phone number with two-way calling and texting inside QuoteIQ, from phone, tablet or computer. Every call and text is saved to the customer profile, so when the homeowner from the July slab leak calls back in November, the entire thread is on the record — including who promised what. Call routing and forwarding can send incoming calls by time of day, caller or availability to a team member, an external number or the AI answering line. There is no more “which tech has that customer’s number in their personal phone.”
The Client Portal (Pro and above) is a branded self-service page reached by a secure per-customer link — no app download, no account creation. Customers view and approve estimates, view and pay invoices, see upcoming appointments and inspections, submit service requests, and leave a review. You toggle each section globally or per customer. For property managers with fifteen units, that portal replaces a weekly phone call.
Email and text automations (Pro and above) are event-triggered, multi-step sequences with personalization tags. Estimate created, estimate scheduled, estimate declined, invoice paid — each can start a sequence, with send timing from immediate to 24 months out. The 24-month horizon is the plumbing-specific one: a water heater you installed with an 8-to-12-year service life is a warm lead on a schedule, and a “your heater is five years old, here’s a free inspection” message that fires automatically is the cheapest repeat revenue in the trade. You can describe an automation in plain language and have it built for you, or import a prebuilt follow-up sequence in one click.
On Elite and Max, mass text and email campaigns hit segmented lists built from tags — every customer with a tankless unit, every commercial account, every address in a ZIP code that just had a freeze event. One honest note on setup: mass campaigns require you to connect your own gateways, Twilio for SMS (including A2P 10DLC registration, with carrier fees on you) and SendGrid for email. That is the standard arrangement for compliant bulk messaging, and it is worth knowing before you plan a campaign.
Review Multiplier ships two mechanics: an instant post-payment redirect to your review page, and a full email/SMS review-request automation with four event triggers. Destinations include Google Business Profile, Facebook, Yelp and Angi. For a trade where homeowners choose by proximity plus star rating, systematic review collection is closer to infrastructure than marketing.
Plumbing emergencies do not respect business hours, and neither does plumbing shopping. Two Elite-and-above features cover the hours you cannot. InstaQuote lets you build a service library with pricing — drain cleaning, faucet installs, water heater replacement, leak detection, camera inspection — and share a link on your site, in emails or on social. The customer picks services, sees a real-time total, submits, and receives the quote instantly by email or SMS. They can approve and book from there.
InstaSchedule handles the booking half: 24/7 customer self-booking against your real calendar availability, live-synced, reachable from all four estimate types and from InstaQuote forms. Pair either with website contact forms and Google Reserve, which lets customers book straight from Google Search and Maps — the exact surface where “plumber near me” gets typed at 11 p.m.
Four features cover the 16 hours a day your office is closed: Virtual Call Team answers and qualifies the call, InstaSchedule books it, InstaQuote prices it, and Client Portal lets them approve it. None of that requires a human awake.
Plumbing is a trade where the work disappears behind drywall. QuoteIQ Cam (Beginner and above) captures photos in-app or from the camera roll, organized by job and date, with annotations, before-and-after comparisons, unlimited 4K photo and video storage, and a documentation archive on the customer record. Custom inspection forms with templates and customizable PDF sections turn a whole-home plumbing inspection into a deliverable you can charge for and a property manager can file.
The Before & After Photo Editor builds side-by-side comparisons for marketing and for the warranty conversation. The AI image generator produces a realistic “after” preview from the actual photo in roughly 15–20 seconds, which helps a customer visualize a finished bathroom rough-in or a relocated water heater. A shared gallery puts the whole record in the customer’s hands.
On Beginner and above, MapMeasure Pro measures from satellite imagery inside estimate creation — lot dimensions, run lengths for a sewer lateral or a gas line, drawing tools for irregular shapes, with measurements saved to the customer profile. A historical imagery timeline lets you scroll back through years of aerial photos of a property, which is genuinely useful when you are trying to work out when an addition was built or where a line was trenched. Property Street View and Zillow Quick Access add the ground-level view and the property record — square footage, year built, bathroom count — before the truck rolls.
For an old-house repipe quote, knowing the build year and footprint before arrival is the difference between a confident number and a guess with padding in it.
AI features are included on every QuoteIQ plan from $29.99/month, funded by the monthly IQ Credit allocation rather than sold as a separate subscription. Four tools do the heavy lifting, and they are genuinely different from each other:
The general manager. Conversational control of the whole CRM by voice or text across 55 integrated tools in 13 categories. “Move all of today’s jobs to Friday and text every customer” is one command, not twenty taps. Shown in-app as “Ask AI.”
The photo-to-quote specialist. Photograph the failed water heater or the corroded manifold, answer a few targeted follow-ups, and get market-accurate line-item pricing for your area. Used once per new estimate.
The in-document editor. Lives inside estimate and invoice creation to add services, set discounts, change tax, add deposits and draft client messages, with Auto Accept or Review mode.
The AI phone team. 24/7 inbound answering, lead qualification, spam filtering, a knowledge base you customize, plus call recordings, transcripts and summaries. Priced per minute in IQ Credits.
Supporting tools round it out: the AI text generator writes professional customer messages in ClientHub and text fields app-wide, AI auto-reply handles first-touch responses, and AI Smart Import maps a CSV from whatever system you are leaving — including phone contacts — into a clean customer database. Ask AI Reports and the IQ Terminal answer questions about your own numbers conversationally.
IQ Credits are the internal currency for AI actions: 500/month on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite, 8,000 on Max, resetting each billing cycle. Sending a proposal costs 100 credits. AI AutoMeasure costs 100. A property or parcel lookup costs 50. Virtual Call Team runs 125 credits per minute, which means AI call answering is minute-limited at lower tiers rather than unlimited. Every AI action displays its credit cost and asks for confirmation before it runs, so there are no surprise draws. Credits have no cash value, are non-transferable, and are not refundable once purchased or consumed. Optional top-up packs exist; the core CRM never requires them.
Plumbing companies live and die on parts. Running out of 3/4″ fittings mid-job costs a supply-house round trip and, worse, credibility. Inventory Management (Elite and Max) runs five modules: Products with SKU, category, unit, cost, reorder point and In Stock / Low / Out indicators; Locations for warehouse, each truck and job sites; Suppliers; Orders moving Draft to Confirmed to Received, with receiving auto-creating receipt transactions; and Transactions logging every movement — receipt, return, issue, damage, loss, adjustment.
Materials on estimates and invoices link to inventory products so pricing stays current. One rule worth knowing precisely: stock deducts when the invoice is paid, not when a job is marked complete, and a deposit does not count as paid. Plan your counts around that.
EmployeeHub (Elite and Max) covers the crew side. GPS location tracking shows a live team map while technicians are clocked in, pauses on breaks, stops at clock-out, includes a traffic overlay and verifies clock-in location. Clocked-out employees never appear on any map — no exceptions. Time Tracker Pro handles GPS clock in/out, per-job hours, break counts and durations, admin-only manual adjustments and a full edit history. Team communication gives you one-on-one and group chats with job assignment attached.
Two limitations to state plainly, because you should know them before you switch: there is no automatic overtime calculation, and there is no native payroll — hours export to whatever payroll system you already run. Roles and permissions control what each employee can see, with a full overhaul shipped in August 2026 that separated calendar permissions properly.
On Max, Sales Team Tracker adds commission percentages per rep with conversion and cycle metrics, and crew creation, tracking and scheduling gives crew-level analytics and routing. Max also includes unlimited user seats at a flat price and four additional businesses — the structure that fits a plumbing company operating a separate drain division or a second-city brand.
Job Costing (Pro and above) gives every job a Report tab: Total Price minus Labor minus Expenses equals Profit, with a margin bar. Labor pulls automatically from time tracking at each employee’s hourly rate. Expenses link to jobs through expense tracking, which handles categories, receipts, search, filtering and CSV export. The Hourly Rate Calculator sits under business calculators and answers the question most plumbing owners have never actually computed: what one hour of your truck’s existence costs before profit.
Business analytics (advanced from Beginner up) reports revenue by service, customer and employee or crew, outstanding versus collected, quotes sent, conversion rate, average ticket, pipeline value, completion rate, job duration, new versus repeat customers and lifetime value, on a customizable widget dashboard. That is the data that tells you drain cleaning is high-volume and thin while water heater work carries the margin — and equipment purchases you make on the strength of that data may qualify for expensing under IRS Section 179, which allows up to $2,560,000 for tax years beginning in 2026. Your customer database, reminders and tasks, and data export are available on every plan — your data stays yours.
Five plans, published prices, no per-user fees on Max, no contract. Annual billing gives you 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 select. Upgrading mid-cycle is prorated, credits jump immediately, and annual rates adjust proportionally. See the full breakdown on the pricing page.
| Your shop | Plan | The deciding feature |
|---|---|---|
| Owner-operator, one truck, doing your own quoting | Essentials — $29.99 | Estimates, invoicing, scheduling and AI in one place for less than a monthly tool rental |
| Owner plus one tech, starting to document work | Beginner — $74.99 | QuoteIQ Cam, inspection forms and expense tracking |
| Two to four people with a dispatcher and a bookkeeper | Pro — $149.99 | ClientHub business line, automations, Job Costing, QuickBooks Online |
| Multi-truck with parts inventory and route planning | Elite — $299 | Inventory, routing, EmployeeHub GPS, InstaQuote and InstaSchedule |
| Multi-crew, commission sales, more than 10 seats | Max — $699 | Unlimited users, crew scheduling, Sales Team Tracker, additional businesses |
The AI Website Builder is $34.99/month and is included on Max. Additional businesses are a paid add-on, with four included on Max. Done-For-You setup — contact import, price book build and a one-on-one onboarding session — comes in two tiers, $299.99 and $999.99. IQ Credit top-up packs are optional. Nothing here is required to run the CRM.
There are several credible platforms in this category. Jobber, Housecall Pro and ServiceTitan are the names you will hear most often from other plumbing contractors, and each publishes its own pricing and plan structure. We will not restate their numbers here, because vendor pricing and feature gates change constantly and a stale comparison table is worse than none — check their pricing pages directly on the day you evaluate. What we can give you is the checklist that determines the real cost of ownership, which is rarely the headline price.
| Question to ask every vendor | Why it decides the bill |
|---|---|
| Is the price per user or per company? | A per-seat model scales with your headcount. QuoteIQ Max is a flat $699/month for unlimited users; the other tiers include 1, 2, 4 and 10 seats. |
| Which features require a third-party subscription? | Photo documentation, self-quoting and GPS are commonly separate products. Add every required integration’s monthly cost to the platform price before comparing. |
| Are AI tools included or an add-on? | QuoteIQ includes AI on every plan through IQ Credits rather than as a separate line item. |
| What does the contract term look like? | Month-to-month versus annual commitment changes your risk profile entirely if the software turns out not to fit. |
| Can you export your data? | If the answer is complicated, that is the answer. Export is available on every QuoteIQ plan. |
| How long is implementation? | Enterprise platforms can take weeks. Ask specifically how long before your first estimate goes out. |
Run the arithmetic yourself rather than trusting anyone’s comparison chart, including ours. The ServiceTitan pricing calculator and the broader home service business calculators exist for exactly that, and the full comparison hub covers head-to-head breakdowns. Then start a trial on two platforms in the same week and quote the same three real jobs in each. Twenty minutes of actual use tells you more than twenty comparison articles.
Migration is usually the thing that keeps contractors on software they dislike. AI Smart Import takes a CSV from any CRM and maps the columns automatically, and it can import from your phone contacts. Ask any vendor you are evaluating how their import handles duplicate detection — that is where a customer list gets ruined.
A slab leak call at 4:40 p.m. is either your best job of the week or your worst. The difference is process. The call lands on your ClientHub business line or gets answered and qualified by the Virtual Call Team if you are already under a house. Dispatch drops the job onto the calendar and the assigned tech gets it on their phone. An On-The-Way text goes out so the homeowner stops calling. On site, the tech shoots the failure with QuoteIQ Cam, builds a quick estimate or runs the AI Estimator from the photo, collects an e-signature and a deposit, and converts the approved estimate to an invoice when the water is back on. Payment happens at the truck. Nothing goes on a notepad.
A failed 50-gallon tank is the most common upsell moment in residential plumbing, and the single-price quote is the most common way it gets undersold. An options estimate presents a standard tank, a high-efficiency tank and a tankless conversion side by side with the real cost difference visible. The customer’s decision changes from “should I do this” to “which one.” Attach an “after” render from the AI image generator for the tankless conversion so they can see the wall-mounted unit where the tank used to be, add financing at checkout, and set a 10-year follow-up automation the day it is installed.
Residential plumbing maintenance plans — annual water heater flush, whole-home inspection, drain treatment, backflow test where applicable — are the closest thing the trade has to predictable revenue. Build the plan as a package estimate, convert it to an invoice subscription that bills automatically, and let recurring scheduling place the visits. The customers on those plans are also the ones who call you first when something bursts, which is the actual point.
Commercial work runs on documentation and terms, not on speed. Net 30 or Net 60 invoicing, purchase-order references on documents, inspection reports a facilities manager can file, multiple contacts on a job so the tenant and the property manager both get the on-the-way notice, and a Client Portal where an account manager can see every open item without emailing you. If you run commercial as a separate brand, Max includes four additional businesses under one subscription.
Plumbers routinely enter spaces that OSHA classifies as confined — crawl spaces, pits, manholes, sewer systems — and the Confined Spaces in Construction standard (29 CFR 1926 Subpart AA) sets specific identification, permit and rescue requirements for that work. Custom inspection and job forms are a reasonable place to build your pre-entry checklist so it gets completed rather than remembered, and roles and permissions control who can sign off. Photo documentation through job galleries gives you a timestamped record of site conditions, which matters when a claim shows up nine months later. For broader compliance and business-structure guidance, the SBA’s manage-your-business resources are a solid free starting point.
The failure point is almost never demand — the Census Bureau’s Value of Construction Put in Place survey tracked total U.S. construction at a seasonally adjusted annual rate of about $2.17 trillion in June 2026. The failure point is that the owner is still the only person who knows what anything costs. Job Costing, a shared price book and time tracking move that knowledge out of one head and into the system, which is the precondition for hiring a second estimator.
One more integration note for growing shops: QuickBooks Online sync (Pro and above) pushes invoices, payments, customers and expense categories across, with duplicate-sync locks and automatic customer creation before estimate sync. The integration is QuickBooks Online only. Deeper trade context lives on the plumbing software page and its plumbing FAQ, and the full capability list is on the features hub.
Most plumbing companies are quoting from QuoteIQ the same day they sign up. Here is the order that works.
Pick the plan that matches your crew size and start the trial at the signup page. The trial gives you full access to that plan’s features — not a stripped demo and not a different tier. If you are unsure between Pro and Elite, start on the higher one and downgrade before the trial ends.
Bring your existing list across with AI Smart Import — a CSV from any CRM or your phone contacts, with automatic column mapping into the customer database. Then enter your 20 most common services with real pricing: service call, drain clearing, toilet install, water heater swap, hose bib, disposal. Twenty entries covers most of a residential week.
Do not build the perfect configuration first. Quote three actual jobs — one quick estimate, one options estimate for a water heater, one standard estimate — and watch how customers respond to approving on their phone. That single loop tells you whether the software fits how you sell.
Switch on estimate follow-up and review-request automations so nothing goes cold. Then invite technicians, set roles and permissions, and connect QuickBooks Online and Google Calendar. Support is available on every plan through the Help Center, email at support@quoteiq.io, or text to 912-913-7154.
A short walkthrough of the estimate-to-invoice flow — the same sequence a plumbing tech runs in a driveway.
Watch Video →QuoteIQ LLC was founded on September 21, 2022 in Savannah, Georgia by two people who ran home service businesses before they wrote software for them. That background is why the estimate flow assumes you are standing in a driveway with one free hand, and why job costing exists at all.
“⭐⭐⭐⭐⭐ Best App Ever! Transformed how I manage customer relationships. Intuitive UI, easy tracking, scheduling and sales pipeline. Excellent support. Truly feature-rich and reliable.”
“QuoteIQ is the best Customer Relationship Management app for anyone with a service business. They have everything you need from storing contacts, writing and sending quotes, allowing your customers to schedule their own appointments, receiving payments, documenting everything, and so much more. They have great analytics to know where you’re getting your money!”
“I used to make spread sheets to help keep customers and quotes in order. since I’ve been using QuoteIQ, I’m able to quickly add new contacts, send quotes and invoices, and track different metrics. I highly suggest downloading this CRM for your service based business.”
QuoteIQ is the best CRM for plumbing businesses in 2026 because it holds the entire job lifecycle in one subscription starting at $29.99/month. A plumbing company needs four estimate types for four kinds of work, and QuoteIQ ships all of them: quick estimates for service calls, standard estimates for repipes, options estimates for water heater upsells and package estimates for maintenance agreements. It then carries that job through scheduling, e-signature approval, invoicing and payment without a second system. Plans run $29.99, $74.99, $149.99, $299 and $699 per month covering 1, 2, 4, 10 and unlimited users, and AI tools are included on every tier rather than sold as an add-on. The trade fundamentals support the investment: the Bureau of Labor Statistics projects roughly 44,000 plumbing openings per year through 2034, which means the constraint on most shops is operational capacity, not demand.
QuoteIQ plumbing plans cost $29.99/month for Essentials (1 user, 500 IQ Credits), $74.99 for Beginner (2 users, 1,500 credits), $149.99 for Pro (4 users, 3,000 credits), $299 for Elite (10 users, 5,000 credits) and $699 for Max (unlimited users, 8,000 credits). Annual billing gives two months free, so the yearly rates are $299.99, $749.99, $1,499.99, $2,990 and $6,990. Every plan includes AI features, consumer financing and all four estimate types; there are no per-user fees on Max and no contract. Optional extras are the AI Website Builder at $34.99/month, additional businesses, Done-For-You setup at $299.99 or $999.99, and IQ Credit top-up packs. When you compare against other platforms, add the cost of any third-party tools they require before comparing headline prices, and check whether equipment and software purchases qualify for expensing under IRS Section 179.
Yes. Job Costing is available on the Pro plan ($149.99/month) and above, and it gives every job a Report tab that calculates Total Price minus Labor minus Expenses equals Profit, with a profit-margin bar. Labor pulls automatically from Time Tracker Pro using each employee’s hourly rate multiplied by clocked hours, so you are not estimating labor after the fact. Materials and parts flow in through expense tracking, which handles categories, receipt capture, job linking, search, filtering and CSV export. Roll it up in business analytics and you get revenue by service, by customer and by employee or crew, plus conversion rate and average ticket. The Hourly Rate Calculator inside business calculators tells you what an hour of truck time actually costs before profit. If you are also structuring the business side, the SBA’s management resources are a useful free companion.
Yes — QuoteIQ integrates with QuickBooks Online on the Pro plan ($149.99/month) and above. The sync covers invoices, payments, customers and expense categories, includes duplicate-sync locks to prevent double entries, and automatically creates missing customers in QuickBooks before syncing an estimate. The integration covers QuickBooks Online only. If your bookkeeper works in a different system, every plan includes data export, so invoices, payments and expense records can be pulled out as files at any time. The practical benefit for a plumbing shop is eliminating the Friday afternoon re-keying session: a paid invoice in the field lands in the books without anyone retyping it, and recurring maintenance invoices flow through the same path. Depreciation and expensing questions on the equipment side are covered in IRS Publication 946.
Yes. InstaSchedule, available on the Elite ($299/month) and Max ($699/month) plans, gives customers 24/7 self-booking against your real calendar availability, live-synced so a slot that fills in the office disappears online. It is reachable from all four estimate types and from InstaQuote forms, so a homeowner can price a drain cleaning and book it in the same session. Pair it with Google Reserve so bookings can start directly from Google Search and Maps, and with website contact forms for customers who would rather describe the problem first. Automated SMS and email appointment reminders go out from scheduling ahead of the visit. For a trade where demand spikes at inconvenient hours — EPA WaterSense notes nine percent of homes have leaks wasting 50 gallons or more a day — after-hours booking captures work that would otherwise go to whoever answers first.
Yes. EmployeeHub on the Elite ($299/month) and Max ($699/month) plans includes GPS location tracking with a live team map while technicians are clocked in, a traffic overlay for dispatch decisions, and clock-in location verification. Tracking pauses on breaks and stops at clock-out, and clocked-out employees never appear on any map — there are no exceptions to that. Time Tracker Pro records GPS clock in and out, per-job hours, and break counts and durations, with admin-only manual adjustments and a full edit history. Note two limits before you plan around it: there is no automatic overtime calculation and no native payroll, so hours export to your existing payroll system. Field crews also work in spaces OSHA treats as confined — crawl spaces, pits and manholes under the Confined Spaces in Construction standard — so knowing which technician is on site matters for more than dispatch. Combined with Route Optimization, which QuoteIQ measures at a 15–30% reduction in drive time, and team communication, it covers the field-visibility problem for multi-truck shops.
QuoteIQ’s Inventory Management, on the Elite ($299/month) and Max ($699/month) plans, runs five modules: Products with SKU, category, unit cost and reorder points plus In Stock, Low and Out indicators; Locations covering the warehouse, each service truck and job sites; Suppliers; Orders moving Draft to Confirmed to Received; and Transactions logging every receipt, return, issue, damage, loss and adjustment. Materials on estimates and invoices link to inventory products so quoted pricing stays current with what you actually pay. One rule to plan around: stock deducts when the invoice is paid, not when the job is marked complete, and a deposit does not count as paid. Parts spend also flows into expense tracking and job costing. Equipment and inventory purchases may be deductible under IRS rules on depreciation.
Yes. Every QuoteIQ plan includes a 14-day free trial, and the trial gives you full access to the features of the plan you select — not a limited demo and not a different tier. A credit or debit card is required to start. One free trial is allowed per person, per business and per payment method. The trial converts to the paid rate of your chosen plan when it expires unless you cancel first, and you can cancel at any point during the trial. Practically, the fastest way to evaluate it is to quote three real jobs in the first day: a quick estimate for a service call, an options estimate for a water heater, and a standard estimate for a larger job, then send one for e-signature. Import your list first with AI Smart Import, and compare plans on the pricing page. Trade context is on the BLS plumbing occupation page.
Start a 14-day free trial on the plan that fits your crew, or book a live walkthrough with someone who has run a service business.
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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.
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