By QuoteIQ Team · Published February 2026 · Updated August 2026 · 22 min read
Storm-damage inspections, adjuster documentation, squares and pitch, crew scheduling across three job sites, and a follow-up list you keep in your head. Here is how a purpose-built roofing CRM handles all of it — and what QuoteIQ costs, plan by plan, in 2026.
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QuoteIQ is the best CRM for roofing businesses in 2026. It is the only all-in-one platform in its price range that combines satellite roof measurement with calculated roof pitch, AI estimating, 4K photo and inspection documentation, real-time job costing, and automated customer follow-up in one subscription — starting at $29.99/month and topping out at $699/month for unlimited users. Every plan includes AI and a 14-day free trial of the plan you choose. More than 40,000 contractors use it, and it holds a 4.7 rating across 4,103 reviews.
TL;DR: Roofing runs on three things generic CRMs handle badly — measurement, documentation, and margin. MapMeasure Pro measures the roof and calculates pitch from aerial imagery, so the estimate starts before you leave the shop. QuoteIQ Cam and inspection forms build the adjuster packet as the crew works. Job Costing subtracts labor and expenses from the ticket so you see profit per roof, not per month. Around that sit AI estimating, e-signatures, invoicing and payments, and automated follow-up. Pricing runs $29.99 to $699 a month across five plans, all with a 14-day trial. Roofing itself is growing about 5% through 2035 per the U.S. Bureau of Labor Statistics, and fall exposure keeps OSHA fall-protection rules central to how crews are scheduled and documented.
Roofing is not a generic home service, and software built for generic home services shows it within about a week. A roofer’s workflow has four features almost nothing else in the trades shares: the ticket is large enough that a pricing mistake is not recoverable inside the same month; the scope has to be quantified before anyone has seen the property up close; the work has to be photographed to a standard a third party will audit; and the entire year’s revenue arrives in weather-driven surges rather than a flat line.
That combination is what breaks the usual approach. A crew that bolts a measurement tool, a photo app, a proposal tool, and a bookkeeping tool onto a general-purpose scheduler ends up with four logins, four bills, and four places where a job can go missing. Nothing reconciles automatically. The photos live somewhere the estimate cannot see. The labor hours live somewhere the profit report cannot see. By the time a roof is closed out, nobody can say what it actually earned without an evening and a spreadsheet.
The alternative is a single system where the measurement feeds the estimate, the estimate becomes the job, the job collects its own photos and hours, and the invoice closes against the same record. That is what QuoteIQ’s roofing software is built to do, and it is why the platform reads differently from a horizontal CRM that added a roofing landing page.
Median annual wage for roofers as of May 2025, with employment projected to grow about 5% from 2025 to 2035 and roughly 12,000 openings per year, according to the U.S. Bureau of Labor Statistics. Labor is the single largest controllable cost on most roofs — which is exactly why hours have to land inside the job record, not on a clipboard.
Every capability discussed below maps to a specific way roofing companies lose money. These are the six that come up most:
If you run adjacent scopes — and most roofers do — the same record structure carries them. Gutter installation, siding, insulation, metal roofing, and roof washing all sit in the same customer database rather than in separate systems.
Measurement is the step that decides whether a roofing estimate is profitable, and it is also the step most likely to be done twice — once badly over the phone, once properly after a drive. MapMeasure Pro collapses that into one pass. It opens inside estimate creation rather than in a separate tool, so the measurement and the priced scope are the same document from the start.
What it does, concretely: satellite measurement of square footage, roof dimensions, and linear runs; drawing tools for irregular shapes and multi-plane roofs; automatic detection of roof segments using solar data with color-coded pitch; and roof pitch that is calculated, displayed, and saved to the record rather than estimated by eye. Measurements save to the customer profile and export into the quote, and a screenshot of the measured roof attaches to the estimate as visual proof of scope — which matters when a homeowner questions why one bid is higher than another.
The August 2026 release added a historical imagery timeline: you can scroll back through years of aerial photographs of the same property. On a storm claim that is not a convenience feature. It is the difference between asserting that a roof was intact before the event and showing it.
Square footage, dimensions, and linear runs measured from satellite imagery inside MapMeasure Pro, with drawing tools for complex shapes.
Roof segments auto-detected with color-coded pitch. Pitch is calculated, shown, and saved — no ladder required to price the waste factor.
Property Street View and Zillow Quick Access add elevation context and property data without leaving the app.
MapMeasure Pro is included from the Beginner plan upward. AI AutoMeasure and the Measurement Library, added in July 2026, are available on every plan and consume IQ Credits per measurement. If you also quote gutters or waterproofing off the same site visit, the gutter cleaning cost calculator and the basement waterproofing cost calculator are useful for sanity-checking a number before it goes on paper, and the full set lives in the home service business calculators hub.
Separate trips a traditional roofing bid can require — measure, present, sign. With aerial measurement, e-signature approval, and a link-delivered estimate, that can collapse to one visit, or in repair work, to none.
A tear-off and a slipped-shingle repair should not use the same estimate format, and forcing them to is how roofing companies end up underpricing small work and overcomplicating large work. QuoteIQ ships four estimate types and lets the job pick.
Underneath all four sits the same estimate engine: photos and notes on line items, terms and conditions and license number on the PDF, custom branding, deposit requirements, markup and discount controls including a one-action Mark Up All, real-time totals, sub-item hierarchies for parent-child scopes, a Materials section that links to Inventory products, draft mode with continuous autosave so a dead phone does not cost you the quote, and the ability to hide individual or all line-item prices. Estimates can carry expiration dates, and accepted estimates convert to invoices in one tap or, for maintenance agreements, into a recurring invoice subscription.
AI Estimator is the front door for most roofers. Photograph the property, answer its follow-up questions, and it produces market-accurate line-item pricing for your area, which you then adjust. It is used once per new estimate. AI CoPilot works differently — it lives inside the document you are already editing and takes instructions like adding a service, changing tax, applying a deposit, or drafting the message that goes with the send, with an Auto Accept or a Review mode depending on how much rope you want to give it. Reusable Estimate Templates, added June 2026, cover the scopes you quote weekly.
Approval closes the loop. E-signatures let the homeowner sign on their phone, available from the Essentials plan up. Editing an estimate after it has gone out automatically voids the outstanding signature request, so you cannot accidentally hold a signature against a scope that changed. Contract attachments put your license, certificate of insurance, and warranty terms in the same envelope as the price.
Standard, Quick, Options, and Package estimates are all included on every plan, from Essentials at $29.99/month upward. The tiering in QuoteIQ is about team size and operational depth, not about whether you can present a Good/Better/Best roof.
Roofing is one of the few trades where a third party you never met decides whether your work gets paid at the number you wrote. That makes documentation a revenue function, not an administrative one. The failure mode is familiar: photos on three crew members’ phones, no timestamps anyone trusts, no consistent naming, and a supplement conversation you lose because you cannot prove the condition you found.
QuoteIQ Cam fixes the plumbing rather than the discipline. Photos and video are captured in-app or pulled from the camera roll and filed by job and date automatically. Storage is unlimited at 4K, so nobody deletes evidence to free up phone space. Annotations mark lifted shingles, exposed decking, flashing failures, or granule loss directly on the image. Before-and-after comparisons render side by side, and galleries can be shared with the customer or attached to the estimate and the invoice.
Custom inspection forms turn that pile into a report. Build the template once — decking condition, ventilation, penetrations, valleys, gutters, interior evidence — and every inspection produces the same PDF with customizable sections. Everything lands in the customer’s documentation archive on the contact record, which means when the adjuster calls eight months later about a supplement, the file is where it always was rather than wherever the tech who took it is working today. The gallery and the Before & After Photo Editor handle the customer-facing side of the same asset.
There is a sales use for the same tooling. Before & After AI generates a realistic preview of the finished roof from the actual photo of the house in roughly 15 to 20 seconds, attachable to any estimate type or invoice. For a homeowner choosing between shingle colors or deciding whether to upgrade, seeing their own house is worth more than a manufacturer’s swatch. Each regeneration costs credits again, so it is worth getting the input photo right the first time.
On the safety side, the documentation habit and the compliance habit are the same habit. OSHA’s construction fall-protection standards apply at six feet, and crews that photograph setup as a matter of routine end up with the evidence of compliance as a byproduct. Roles and access are controlled through roles and permissions, which received a full overhaul in August 2026 with calendar permissions properly separated from the rest.
Photo and video storage on QuoteIQ Cam is unlimited at 4K from the Beginner plan up, with a permanent customer documentation archive. There is no per-photo cost and no reason to compress the one shot that proves the claim.
Most roofing companies know their annual margin and almost none know their per-job margin, which is why unprofitable work gets repeated. The arithmetic is not complicated — total price minus labor minus expenses equals profit — but it only works if all three numbers arrive without anyone re-typing them.
Job Costing puts a Report tab on the job. Total price comes from the estimate or invoice. Labor pulls automatically from Time Tracker Pro, multiplying each employee’s hourly rate by clocked hours rather than by what somebody remembers. Expenses come from Expense Tracking, where receipts for bundles, underlayment, dump fees, crane time, and subcontractor invoices get categorized and linked to the job. The result is a profit figure and a margin bar, per roof, updated as the job runs rather than after it closes.
That number is where operational decisions actually get made. Two-story steep-slope tear-offs may show a better margin than the volume repair work you assumed was carrying the business. A particular subcontractor crew may be consistently 8 points below the others. A neighborhood may be quietly expensive because of dump distance. None of that is visible in a monthly P&L, and all of it is visible in a job-level margin list.
Supporting tools sit alongside. The Business Calculators include an Hourly Rate Calculator and a National Average Guide covering major home-service industries, which is a reasonable sanity check when you suspect your labor rate has drifted below your true cost. Business Analytics rolls the same data up: revenue by service, customer, employee and 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 dashboard you configure. Expenses Analytics arrived in July 2026. Data export is available on every plan, and the QuickBooks Online integration syncs invoices, payments, customers, and expense categories for accounts on the Pro plan and above.
Worth knowing at tax time: equipment purchases that make the crew faster often qualify for expensing under Section 179, and the 2026 limits are published in IRS Publication 946. Clean, categorized, job-linked expense records are what make that conversation with your accountant short.
The Job Costing formula, with labor sourced automatically from GPS clock-in and clock-out records. Available on the Pro plan at $149.99/month and above, alongside ClientHub and QuickBooks Online.
“AI” in contractor software usually means one chatbot with a marketing budget. QuoteIQ ships several distinct tools that do different jobs, and knowing which is which saves a lot of wasted clicking. All of them run on IQ Credits, which are included monthly on every plan — 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite, and 8,000 on Max — and reset each billing cycle. Since April 2026 every AI action shows its credit cost before it runs and asks for confirmation, so there are no surprise draws.
AI Autopilot controls the CRM conversationally by voice or text across 55 integrated tools in 13 categories. “Move all of today’s jobs to Friday and text every customer.” “Invoice all of today’s completed jobs and send them.” In the app the interface is labeled Ask AI — same feature.
AI Estimator analyzes property photos, asks targeted follow-ups, and generates market-accurate line-item pricing for your local area. One pass per new estimate.
AI CoPilot lives inside estimate and invoice creation: add services, set discounts, change tax, add deposits, draft client messages, via quick-action cards or free-form chat.
Around those three sit the rest. Virtual Call Team is an AI phone team that answers inbound calls around the clock, qualifies leads, filters spam, and works from a knowledge base and agent voice you configure — every call recorded, transcribed, and summarized, with outbound and campaign calling available too. It is priced per minute through IQ Credits at 125 credits per minute, so lower plans are minute-limited by their credit allocation; budget accordingly if you expect a storm week. AI Text Generator drafts professional customer messages in one tap anywhere there is a text field. Before & After AI handles the visual upsell. AI Smart Import maps a CSV from your old CRM automatically. Ask AI Reports and the IQ Terminal, added July 2026, answer reporting questions conversationally. And since June 2026 you can describe an automation in plain language and have it built for you.
The honest framing on AI in a roofing business: it is a speed multiplier on the parts of the job that are text and arithmetic, and it does nothing for the parts that are ladders and judgment. Used well it means quotes go out the same afternoon instead of the same week. Used badly it means confidently wrong pricing sent quickly. The credit-cost preview and the Review mode on CoPilot exist because the second failure is worse than the first.
One capability worth calling out for storm response specifically: reminders and tasks plus automations mean the fifteen inspections you booked in a single afternoon do not depend on your memory to become fifteen estimates. The client database and mass contact import carry the volume.
After a hail event a homeowner calls four roofers in ten minutes. The one who answers gets the inspection. Everything else — reputation, price, warranty — is downstream of that. Which makes phone infrastructure a genuine competitive asset rather than an overhead line.
ClientHub gives the business a dedicated phone number with two-way calling and texting inside QuoteIQ, from phone, tablet, or computer, synced across devices. Every call and text saves to the customer profile, so the conversation history is attached to the record rather than to whichever personal cell answered. Call routing and forwarding, added April 2026, sends incoming calls by time of day, caller, or availability to team members, external numbers, or the Virtual Call Team. Messaging draws IQ Credits per message and per call minute. ClientHub is included from the Pro plan up.
Follow-up runs on email and text automations: event-triggered, multi-step sequences with personalization tags, sending anywhere from immediately to twenty-four months out. The V2 engine added a dedicated queue pipeline that fires on time without duplicates, plus a dashboard with Templates, Queue, and History tabs. Mike Vidan’s pre-built follow-up sequence — first estimate through eleven-month follow-ups — imports in one click, which for a roofing company is close to the whole re-roof reactivation strategy in a single button. On-the-way texts and website contact forms are on the same tier.
The Client Portal, shipped March 2026, is the customer’s side of the same system: a branded, per-customer secure link with no app to download. They can view and approve estimates, view and pay invoices, see appointments and inspections, submit service requests, and leave a review. Photo galleries and shareable job links landed in April 2026. Incoming requests can be accepted, declined, or converted straight into an estimate or a job.
Reputation compounding runs through Review Multiplier, which ships two mechanics: an instant post-payment redirect to your review page, and a full email and SMS review-request automation with four event triggers. Destinations include Google Business Profile, Facebook, Yelp, and Angi. One caution that is worth more than any growth tactic — the FTC’s Rule on the Use of Consumer Reviews and Testimonials has been in force since October 2024 and prohibits incentivizing reviews conditioned on sentiment. Automating the ask is fine. Paying for the outcome is not.
For volume outreach, Mass Campaigns sends segmented SMS and email via Tags on the Elite plan and above. Setup note that matters: you connect your own gateways — Twilio for SMS, including A2P 10DLC registration, and SendGrid for email — so carrier fees are yours. It is not a free unlimited blast button, and any vendor implying otherwise is selling you a future problem.
Roofing schedules are weather-dependent, which means the calendar has to be built for being wrong. Scheduling is drag-and-drop across day, week, month, and employee-timeline views, color-coded by status, with multi-day jobs rendered as continuous events — useful when a tear-off spans a Thursday and a Friday. Schedule Later lets you create a job with no date and assign it once the forecast firms up. Individual occurrences of a recurring series can be dragged without disturbing the rest. The calendar filters by employee and crew, shows a GEO-Schedule map view so you can see the day geographically, and mass-invoices completed work directly. Google Calendar sync runs two-way, and Google Reserve lets customers book from Search and Maps.
On the Elite plan and above, Route Optimization sequences the day’s stops for minimum drive time, accounts for appointment windows and job duration, recalculates when something gets added late, and hands off to GPS navigation — QuoteIQ’s own figure is a 15–30% reduction in drive time. Route Density answers a different question: where the work clusters, so you can plan which zone gets Tuesday. Density tells you where; Optimization tells you in what order.
EmployeeHub covers the team side from Elite up: GPS location tracking with a live map while crews are clocked in — it pauses on breaks and stops at clock-out, and clocked-out employees are never shown on any map — plus Time Tracker Pro for GPS clock in and out with per-job hours, break durations in reports and CSV, admin-only manual adjustments and a full edit history, and Team Communication for one-on-one and group chat with job assignment. Two limitations stated plainly: there is no automatic overtime calculation and no native payroll — hours export to whatever payroll system you already run. On the Max plan, crew creation, tracking, and scheduling arrive with crew-level analytics and routing, along with the Sales Team Tracker for commission percentages per rep, conversion metrics, and year-to-date leaderboards.
Materials are handled by Inventory Management on Elite and above, across five modules: Products with SKU, category, unit, cost, and reorder points; Locations covering warehouse, truck, and job site; Suppliers; Orders moving Draft to Confirmed to Received; and Transactions logging every receipt, return, issue, damage, loss, and adjustment. One rule to get right, because it is the most commonly misstated thing about the module: stock deducts when the invoice is paid, not when the job is marked complete, and a deposit does not count as paid.
Sales tracking for larger operations runs through Pipelines & Deals — labeled Deals in the interface — with a Kanban board, stage close-probability percentages, weighted forecasting where value equals amount times probability, six-metric analytics, multi-assignee support, attachments, and internal notes kept separate from customer-visible content. Elite runs up to five pipelines; Max is unlimited. Storm work, insurance work, and retail replacement are three obvious pipelines for a roofing company that has outgrown a single list.
Customer-facing automation closes the front end. InstaQuote lets homeowners build their own quote from your service library and submit it, and InstaSchedule books them against your real, live calendar availability 24/7 — both on Elite and above, and both reachable from all four estimate types.
Roofing tickets are large enough that the payment method changes whether the job happens at all. Invoicing converts from an estimate or job in one tap and supports partial payments and deposits, Net 15/30/60/90 terms, automated payment reminders with timing you control, reusable invoice templates, expiration dates, tips at checkout, e-signatures on invoices, an audit trail, and refreshed PDFs with material summaries. Mass Invoicing clears a week of completed jobs from the dashboard or the calendar in one action, from the Beginner plan up. Recurring maintenance agreements run as invoice subscriptions with full discount, tax, fee, and deposit math.
Homeowners can pay by credit or debit card, ACH bank transfer, Apple Pay, or Google Pay through online payments, with cash and check recorded manually in the app. Checkout is embedded on the page rather than a redirect, cards on file show on the customer profile, and the ACH toggle lives in Bank Details settings. Tips are supported on invoices, which matters more on repair work than most roofers expect.
The lever that actually moves close rates on full replacements is Consumer Financing, included on every plan including the trial. 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 offers Pay-in-4 to roughly $4,000. The customer applies at checkout in about thirty seconds and gets an instant decision, you are paid in full upfront, and the provider owns collections and default risk. Financing is independent of the payment processor and works the same way on every plan. For a homeowner deciding between a proper tear-off and a patch they will regret, a monthly number is often the entire conversation.
Subscriptions to QuoteIQ itself are processed by Whop for new subscribers; accounts established on Stripe are legacy and may remain or migrate one way to Whop. Mobile subscriptions purchased through the App Store or Google Play are governed and canceled through the store. Processing fees vary by method, configuration, risk profile, industry, and volume, so treat any vendor quoting you a flat universal rate — including a competitor — as making a claim they cannot generally keep.
If you are still sending invoices out of a template folder, the contractor invoice template and construction invoice template are free and will at least standardize what you send while you evaluate systems.
Five plans, published rates, no per-user surprise on the top tier. Every plan includes AI features and IQ Credits, iOS and Android apps with full web parity, the Help Center and video tutorials, 24/7 live support, and a 14-day free trial of the plan you select. Annual billing gives two months free.
| Plan | Monthly | Annual (2 months free) | Users | IQ Credits / mo | What it unlocks for a roofer |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | All four estimate types, invoicing, scheduling, e-signatures, financing, AI suite |
| Beginner | $74.99 | $749.99 | 2 | 1,500 | MapMeasure Pro, QuoteIQ Cam, expense tracking, mass invoicing, advanced analytics |
| Pro — recommended | $149.99 | $1,499.99 | 4 | 3,000 | Job Costing, ClientHub, Client Portal, automations, QuickBooks Online |
| Elite | $299 | $2,990 | 10 | 5,000 | Route optimization and density, inventory, pipelines, EmployeeHub, InstaQuote |
| Max | $699 | $6,990 | Unlimited | 8,000 | Crews, Sales Team Tracker, AI Website Builder, 4 additional businesses, priority support |
Essentials covers estimating, invoicing, scheduling, e-signatures, and consumer financing. Step up to Beginner the moment aerial measurement and photo documentation stop being optional — for most roofers that is immediately.
Pro is the tier most roofing companies should be on. Job Costing plus a business phone line plus automated follow-up is the combination that turns a busy operation into a measurable one.
Elite adds routing, density planning, inventory across trucks and warehouse, pipelines, and EmployeeHub with GPS time tracking. Ten users covers a couple of crews plus office.
Max removes the seat cap entirely and adds crew scheduling, the Sales Team Tracker, four additional businesses, and priority support. Unlimited users at a flat price is the point at which headcount stops being a software decision.
Mid-cycle upgrades are prorated, credits jump immediately, and annual rates adjust proportionally. Add-ons: 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 comes in two tiers at $299.99 and $999.99 covering contact import, price book setup, and a one-on-one onboarding session. IQ Credit top-up packs are available if a storm month outruns your allocation. Credits have no cash value, are non-transferable and non-refundable once purchased or consumed, and expire on cancellation — worth knowing before you buy a large pack. Full detail lives on the pricing page.
Annual billing pays for ten months and covers twelve. On Pro that is $1,499.99 for the year instead of $1,799.88 — a $299.89 difference, or roughly one repair ticket.
There are good products in this category, and a buying guide that pretends otherwise is not worth reading. Jobber, Housecall Pro, and ServiceTitan are all established field-service platforms with real customer bases, and CompanyCam is a well-regarded photo documentation tool. Pricing, seat models, and feature packaging change frequently on all of them, so this page deliberately quotes no competitor numbers. Check each vendor’s own pricing page on the day you are deciding — anything else is a stale number dressed up as analysis.
What is worth comparing is structure, and there are four questions that separate roofing-viable systems from roofing-adjacent ones:
QuoteIQ’s design answer to all four is that measurement, documentation, costing, and communication are the same product with the same record — and that Max caps user cost rather than metering it. Whether that is the right answer for you depends on how much of your quoting is measurement-driven and how much of your revenue is documentation-dependent. For roofing specifically, that is most of it. Side-by-side breakdowns for individual products live in the comparison hub, and the trade-specific version of this page is QuoteIQ for roofing contractors, with common questions in the roofing software FAQ.
If you are a diversified contractor rather than a pure roofer, the equivalent pages for general contracting and construction cover the same platform from a different angle, and multi-business support handles operators running more than one entity.
Storm work is the part of roofing where operations and margin diverge most sharply from ordinary contracting. Lead volume arrives in a matter of days, the sales cycle compresses to hours, the scope is contested by a third party, and the collection timeline stretches out for months. A system that works fine in a normal April can fall apart in the week after a hail event.
The single most useful thing a roofing company can build in a quiet month is a documented customer base. Every inspection you perform, every roof you photograph, and every measurement you save is pre-storm baseline evidence sitting in the client database. When the event happens, the historical aerial imagery timeline in MapMeasure Pro lets you scroll back through prior years of imagery for the same property, and your own QuoteIQ Cam archive supplies the ground-level counterpart.
The constraint in the first seventy-two hours is answering and booking, not roofing. That is what the Virtual Call Team is for — inbound calls answered around the clock, leads qualified against a knowledge base you wrote, spam filtered out, and every call transcribed. InstaSchedule lets homeowners book their own inspection against real availability instead of waiting for a callback, and InstaQuote takes the simpler repair scopes off your plate entirely. Behind the scenes, Route Density shows where the damage cluster actually is so crews work a zone rather than a zigzag.
The inspection should produce everything downstream needs in a single pass: a structured inspection form with the same sections every time, annotated 4K photographs of each damaged elevation, a saved aerial measurement with calculated pitch, and an estimate drafted on site. E-signatures mean the homeowner can authorize the inspection or accept the scope from their phone before you are off the driveway. Contract attachments carry your license and certificate of insurance in the same document. Crew safety documentation from the same visit is not wasted effort either — OSHA’s fall-protection requirements apply at six feet in construction, and a photographed setup is the cheapest compliance record there is.
Supplements are won on documentation completeness, which is why the archive matters more than the argument. Payment terms and deposits are configured on the invoice, and consumer financing covers the deductible-plus-upgrade gap that stalls a surprising number of otherwise-approved jobs. Then the part almost every storm chaser skips: the neighborhood you just worked is the warmest list you will ever have. A follow-up automation and a targeted campaign to that segment converts far better than the next city’s storm — and the review requests triggered off those paid invoices are what make you the default call next time.
Roofer job openings projected per year on average over the 2025–2035 decade, per the Bureau of Labor Statistics occupational data. Crew turnover is structural in this trade, which is the strongest argument for keeping process inside software instead of inside one experienced foreman’s head.
Switching CRMs mid-season is the thing every roofing owner postpones until the slow month that never arrives. In practice the migration is short, because the hard part — your customer list — imports rather than gets retyped.
Support runs through the Help Center, video tutorials, and 24/7 live support on every plan, plus email at support@quoteiq.io and text at (912) 913-7154. Done-For-You setup is available in two tiers, $299.99 and $999.99, covering contact import, price book configuration, and a one-on-one onboarding session — worth it if your data is messy or your season is already underway.
A complete tour of estimating, measurement, scheduling, invoicing, and the AI tools, recorded by the QuoteIQ team.
Watch Video →QuoteIQ is the best CRM for roofing businesses in 2026 because it combines the four things roofing actually runs on into one subscription starting at $29.99 per month: aerial roof measurement with calculated pitch through MapMeasure Pro, 4K photo and inspection documentation through QuoteIQ Cam, per-job profit tracking through Job Costing, and automated customer follow-up. Every plan includes the AI suite and a 14-day free trial of the plan you select. More than 40,000 contractors use the platform and it holds a 4.7 rating across 4,103 reviews. Pricing runs from $29.99 per month for a single user to $699 per month for unlimited users on Max. The trade-specific overview lives on the roofing software page. Roofing employment is projected to grow about 5 percent through 2035 according to the U.S. Bureau of Labor Statistics, so the operational question is less whether the work exists and more whether your process scales to meet it.
QuoteIQ costs $29.99 per month on Essentials for one user with 500 IQ Credits, $74.99 on Beginner for two users with 1,500 credits, $149.99 on Pro for four users with 3,000 credits, $299 on Elite for ten users with 5,000 credits, and $699 on Max for unlimited users with 8,000 credits. Annual billing gives two months free, so Pro is $1,499.99 per year instead of $1,799.88. Most roofing companies with a crew belong on Pro, because that is where Job Costing, a dedicated business phone line, and QuickBooks Online sync begin. Add-ons are priced separately: the AI Website Builder is $34.99 per month and included on Max, and Done-For-You setup is offered at $299.99 and $999.99. Competitor pricing changes frequently, so verify any rival quote on that vendor’s own pricing page the day you compare rather than trusting a figure in an article. For scale, the U.S. Bureau of Labor Statistics puts median roofer pay at $55,440 a year, so a Pro subscription costs roughly what one crew member earns in a day and a half.
Yes. MapMeasure Pro measures square footage, roof dimensions, and linear runs from satellite imagery inside the estimate screen, auto-detects roof segments using solar data with color-coded pitch, and calculates, displays, and saves roof pitch to the record. Drawing tools handle irregular and multi-plane roofs, measurements save to the customer profile and export into the quote, and a screenshot attaches to the estimate as visual proof of scope. The August 2026 release added a historical aerial imagery timeline so you can scroll back through years of photographs of the same property, which is directly useful on storm claims. Property Street View and Zillow Quick Access add ground-level and property context. MapMeasure Pro is included from the Beginner plan at $74.99 per month upward, and AI AutoMeasure is available on every plan through IQ Credits. The measured scope drops straight into a standard line-item estimate without re-entry. Remote measurement also reduces time spent on the roof, which matters given OSHA fall-protection requirements in construction.
Four of them carry most of the value. AI Estimator turns property photos into market-accurate line-item pricing, used once per new estimate. AI Autopilot runs the CRM conversationally across 55 integrated tools in 13 categories — rescheduling a whole day and texting every affected customer is a single instruction. Virtual Call Team answers inbound calls around the clock, qualifies leads, and transcribes every call, which is what keeps a storm week from becoming a voicemail backlog. Before & After AI generates a realistic preview of the finished roof from the actual photo of the house in about 15 to 20 seconds. AI CoPilot edits inside the estimate you already have open. All of it runs on IQ Credits included monthly on every plan, from 500 on Essentials to 8,000 on Max, and every action shows its credit cost before running. For context on why speed matters, the BLS puts roofer median pay at $55,440 — admin hours are not free.
Use Job Costing, which adds a Report tab to each job and calculates total price minus labor minus expenses, with a profit-margin bar. Labor pulls automatically from Time Tracker Pro by multiplying each employee’s hourly rate by GPS-verified clocked hours, and expenses come from Expense Tracking, where receipts for materials, dump fees, equipment, and subcontractors are categorized and linked to the job. Nothing is retyped, which is the only reason the number stays accurate through a busy month. Job Costing is included on the Pro plan at $149.99 per month and above. Roll-ups by service, customer, employee, and crew live in Business Analytics. Keeping expenses categorized and job-linked also simplifies year-end equipment deductions — the 2026 Section 179 limits are published in IRS Publication 946.
Yes — every plan includes a 14-day free trial, and the trial gives you full access to the features of the plan you choose rather than to a different tier. Pick Beginner if you want to test MapMeasure Pro and QuoteIQ Cam, or Pro if you want Job Costing and a business phone line in the evaluation. A credit or debit card is required to start. One free trial is available per person, per business, and per payment method, and the trial converts to the paid rate of the plan you selected unless you cancel before it expires; you can cancel at any point during the trial. All plans are month to month with no long-term commitment. The pricing page carries the current terms, and the BLS occupational outlook for roofers is a useful reality check when you are sizing which plan your headcount will need in a year.
QuoteIQ runs as native iOS and Android apps plus full web access with feature parity, rated 4.7 on both the App Store and Google Play. In the field a crew can clock in and out with GPS through Time Tracker Pro, capture annotated 4K photos with QuoteIQ Cam, complete a structured inspection form, build and send an estimate on site, take payment, and message the office through Team Communication. Estimates autosave continuously in draft mode, so a dead battery on a roof does not cost you the quote. Supervisors see live crew locations while clocked in via GPS location tracking, which pauses on breaks and stops entirely at clock-out — clocked-out employees are never shown on any map. Note that hours export to your payroll system; there is no native payroll and no automatic overtime calculation. Crews working at height should follow OSHA fall-protection rules, and photographing setup gives you the compliance record for free.
Build the file in one visit rather than assembling it later. QuoteIQ Cam captures unlimited 4K photo and video with annotations marking lifted shingles, exposed decking, flashing failures, and granule loss, filed automatically by job and date. A repeatable custom inspection form produces the same PDF structure every time, covering decking, ventilation, penetrations, valleys, and interior evidence. MapMeasure Pro saves the measured scope with calculated pitch and, since August 2026, lets you scroll back through years of historical aerial imagery of the property. Everything lands in the customer documentation archive on the contact record in the client database, so a supplement conversation eight months later starts from a complete file. Contract attachments keep your license and certificate of insurance with the estimate. Industry standards and technical guidance for the trade are published by the National Roofing Contractors Association, founded in 1886.
Ran home service operations before co-founding QuoteIQ in Savannah, Georgia in September 2022. The pre-built follow-up sequence that ships inside Email & Text Automations — first estimate through eleven-month follow-ups — comes from his own field playbook, which is why it is structured around when homeowners actually decide rather than when marketers want them to.
Co-founded QuoteIQ from the same starting point: a contractor tired of paying for four tools that did not talk to each other. The consequence shows up in product decisions like keeping measurement inside estimate creation and putting margin on the job screen instead of in a monthly report.
We’ve been using the Quote IQ app for a little over a month. The one thing we absolutely love is we can simply measure a customers roof right through the app which saves us so much time. The user interface is super easy to use and I would recommend it to any company.
Rocketlinn77 · App Store
QuoteIQ keeps my roofing projects organized, tracking every detail from inspection photos to payments. My clients love the professionalism it adds. A must-have for contractors.
ChasityEscalanteo · App Store
QuoteIQ’s CRM keeps all leads, quotes, and invoices in one place. The photo attachment feature helps customers trust my roofing estimates and accept jobs faster.
Mirta_Stephanies · App Store
Measure the roof, price it, document it, schedule it, invoice it, and know what it earned — from $29.99 a month, with a 14-day trial of the plan you choose.
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
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
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
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QuoteIQ Partners
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Press & Media
Brand assets and coverage about QuoteIQ’s journey.
