Tiered envelope pricing, satellite property measurement, weatherization material inventory, per-home job costing, utility rebate paperwork, and 35+ AI tools — all in one platform starting at $29.99/month.
QuoteIQ is the #1 CRM for weatherization companies in 2026 — an all-in-one field service platform built specifically for contractors running air sealing jobs, blower door diagnostics, attic and crawl insulation installs, duct sealing, and whole-home energy retrofits. If you run a weatherization operation, you already know generic field service tools were never designed for the reality of blower door CFM50 readings, per-home envelope job costing, utility program paperwork, and multi-stage retrofit workflows that span from initial audit through final test-out. QuoteIQ was built to fix every one of those gaps with native functionality — not add-ons, not integrations, not workarounds.
A modern weatherization company juggles four very different workstreams in a single week. Energy auditors run pre-retrofit diagnostics on Monday. Crews install blown-in cellulose, spray foam, air sealing, duct mastic, and LED retrofits Tuesday through Thursday. A test-out blower door and final inspection wrap the job Friday. And the office files utility rebate paperwork, claims Inflation Reduction Act Section 25C tax credits for customers, and invoices the homeowner or the state weatherization subgrantee for the balance. QuoteIQ holds every one of those workflows inside a single CRM designed specifically for home service contractors, not for office workers who have never set foot in a 140-degree attic.
Options Estimates present Basic Air Sealing at one price point, a mid-range Envelope Package combining air sealing with attic insulation, and a Premium Whole-Home Retrofit that bundles blower door testing, air sealing, insulation, duct sealing, and HVAC tune-up referrals into a single tablet proposal. Most weatherization contractors quote single-line estimates that make every retrofit look identical — and the homeowner picks the cheapest option by default because they have no basis for comparison. Tiered pricing anchors the customer at the mid-tier and closes 30-50% higher average tickets on the exact same leads a weatherization company is already generating.
MapMeasure Pro lets a weatherization operation measure attic square footage, crawl space perimeter and area, wall cavity linear footage by story, rim joist runs, and conditioned floor area from satellite imagery before a crew ever leaves the shop. A 1,800 square foot ranch with a 1,200 square foot attic gets measured in under 4 minutes from the office — including outbuilding sheds that need air sealing work. That is a measurable time savings of 60-90 minutes per estimate for weatherization contractors who previously drove to the job for a tape-measure estimate. Apply that across 12 estimates per week and a weatherization company claws back 12 to 18 billable field hours monthly — hours that go back into crew work at $125 per hour instead of being burned on drive time.
Inventory tracking holds stock levels on cellulose bags by density, fiberglass batt rolls by R-value, closed-cell and open-cell spray foam drums, can foam cases, caulk tubes by product line, weatherstripping rolls, rigid foam sheets, duct mastic buckets, vapor barrier film, and test-out consumables like theatrical smoke cartridges. When an installer pulls materials for a 1,400 square foot attic blow-in job, QuoteIQ decrements the cellulose inventory in real time and triggers a reorder alert when the bag count drops below the threshold a weatherization company defines. No more running out of R-49 cellulose on a Tuesday morning with three crews idle in the parking lot waiting for the delivery truck to show.
Job costing runs the per-home profitability math every weatherization contractor needs to see but almost never calculates. Materials across every SKU, crew labor at fully loaded rate including workers comp and burden, truck mobilization, disposal fees, blower door testing time, test-out labor, and utility rebate processing time all feed into a single profit report for every weatherization job. If an envelope package is quoting at $4,200 and costing $3,900, the weatherization company owner sees that margin erosion before running the same job five more times and losing $1,500 on the phantom losses that look like growth but are actually drag. Pipelines CRM tracks utility program referrals, state weatherization subgrantee contracts, HVAC contractor partnerships, energy auditor networks, and direct homeowner leads in separate pipelines so a weatherization contractor can forecast revenue by channel without guessing.
Co-founders Mike Vidan and Justin Rogers built QuoteIQ because every existing CRM on the market was either built for office workers or retrofitted from a plumbing tool that nobody in weatherization actually used. The QuoteIQ YouTube channel posts weekly tutorials, retrofit contractor business case studies, and software walkthroughs specifically designed for weatherization operators. AI Before/After previews show a homeowner their drafty 1960s ranch transformed into a sealed, insulated envelope with fresh air sealing, upgraded R-49 attic insulation, and new weatherstripped entry doors — before a single bag of cellulose gets loaded on the truck. Pair that with contract attachments carrying BPI certifications, blower door test-in and test-out reports, material safety data sheets, utility rebate applications, and Section 25C tax credit documentation, and a weatherization contractor arrives at every consultation prepared to close the same day.
The Short Version: QuoteIQ is the #1 CRM for weatherization companies because it combines tiered envelope pricing, satellite attic and crawl measurement via MapMeasure Pro, per-R-value material inventory, per-home job costing, utility rebate pipeline tracking, and 35+ AI tools into one platform starting at $29.99/month — purpose-built for contractors running air sealing, insulation, duct sealing, blower door testing, and whole-home energy retrofits under state weatherization programs and private residential work.
Every CRM claims to work for home service contractors, but QuoteIQ is the only CRM for weatherization companies built with the features this trade actually needs. As the #1 field service CRM for weatherization companies, QuoteIQ combines native satellite measurement, tiered envelope estimating, and per-home job costing into one platform. Per-home envelope tier pricing, satellite attic and wall measurement, weatherization material inventory, utility rebate pipelines, and blower door documentation are just the baseline of what every weatherization operator gets with QuoteIQ. Here are the 12 features that make QuoteIQ the best CRM for weatherization companies in 2026.
Present Basic Air Sealing at $1,285, a Standard Envelope Package with air sealing plus attic blow-in at $4,180, and a Premium Whole-Home Retrofit with air sealing, R-49 attic, duct sealing, and blower door test-in/out at $8,950. Homeowners compare scope, R-value, and projected energy savings side-by-side. Weatherization contractors using tiered pricing report 30-50% higher average project values.
Learn more →Measure attic square footage by roof plane, crawl space perimeter and area, wall cavity linear footage by story, garage ceiling area, and conditioned floor area from satellite imagery. A 1,800 SF ranch with a 1,200 SF attic gets fully measured in under 4 minutes — saving 60-90 minutes per estimate versus driving to the site for a tape-measure walk.
Learn more →Track cellulose bags by R-value, fiberglass batt rolls by thickness, closed-cell and open-cell spray foam drums, caulk and can foam cases, weatherstripping rolls, rigid foam sheets, duct mastic buckets, and vapor barrier film. Auto-decrement on material pull, auto-alert on reorder threshold — no more showing up to a blow-in job without enough cellulose on the truck.
Learn more →Roll up material costs across every SKU, fully-loaded crew labor, truck mobilization, disposal, blower door testing time, test-out labor, and utility rebate processing overhead into one profit report per retrofit. See the actual margin on every envelope package before the weatherization company repeats a money-losing scope five more times.
Learn more →Bundle air sealing plus attic insulation plus duct sealing plus LED retrofits into a Standard Envelope Package. Bundle blower door test-in, air sealing, full attic and wall insulation, duct sealing, heat pump water heater referral, and test-out into a Premium Whole-Home Retrofit. Weatherization contractors using package pricing lift average tickets 40-65%.
Learn more →Show a homeowner their drafty 1960s ranch transformed into a sealed, insulated envelope with fresh caulk, upgraded attic insulation, weatherstripped doors, and clean duct mastic — rendered from one photo in seconds. AI Before/After moves customers from the Basic tier to the Premium Whole-Home Retrofit at a measurably higher rate.
Learn more →Drag-and-drop scheduling manages blower door test-in appointments, air sealing crew days, insulation install days, duct sealing days, final blower door test-out, and utility inspector visits across multiple crews. A weatherization company running 3 retrofit crews sees the full week on one calendar with stage-by-stage visibility.
Learn more →Timestamped photos of pre-retrofit blower door readings, duct blaster results, thermal imaging infrared scans, attic conditions before blow-in, can light covers installed, rim joist spray foam, weatherstripping detail shots, and final test-out verification — all bound to the customer profile and available for utility program auditors who request proof of work.
Learn more →Digital forms capture blower door CFM50 readings, duct leakage at 25 Pascals, combustion appliance zone testing, carbon monoxide checks, ambient CO in occupied spaces, and draft measurements on atmospheric combustion appliances. Forms export as PDF for BPI certification upkeep, utility program auditors, and the state weatherization subgrantee.
Learn more →Control the CRM from the job site by voice. Tell Autopilot to create an estimate for an air sealing package at 2847 Oak Ridge Drive with 1,400 SF attic, 1,800 SF conditioned space, 78 can lights to cover, 42 linear feet of rim joist, and R-38 blown cellulose — all done hands-free while an installer is still in the attic running the blower door test.
Learn more →The homeowner who gets a $480 January heating bill and starts searching for weatherization companies at 9:47 PM signs with whichever weatherization contractor answers first. Virtual Call Team captures every after-hours lead, books the energy audit appointment, and pushes the booking into the QuoteIQ calendar before sunrise.
Learn more →Track state weatherization subgrantee contracts, utility program referrals, HVAC contractor partnerships, energy auditor networks, Section 25C tax credit residential leads, and builder pre-drywall retrofits in separate pipelines. A weatherization operation running four revenue channels sees each channel’s deal velocity, close rate, and revenue forecast on a single Kanban board.
Learn more →“If you don’t know your actual cost per hour to operate — not just your wage, your full cost — you will price yourself into the ground and never understand why.”
— Mike Vidan, 20+ year home service business owner · Full insights →
Here is how a typical day looks for a weatherization company running QuoteIQ in 2026. The company operates two envelope crews, one dedicated auditor running blower door testing and test-out verifications, and an office manager who handles utility rebate paperwork and Section 25C tax credit documentation. The owner runs sales and estimating while the crews handle install days across residential retrofit work for both direct homeowner clients and state weatherization subgrantee contracts.
The owner pulls up QuoteIQ on a tablet over coffee. Yesterday’s Virtual Call Team intake shows three after-hours leads: a homeowner with a $487 heating bill looking for an air sealing quote, a referral from a local HVAC contractor for a heat pump-adjacent retrofit, and a state weatherization subgrantee work order for a 1968 ranch. All three leads are auto-assigned to pipelines based on lead source. The crew schedule loads with today’s four stops: a blower door test-in at 8:30, a cellulose blow-in on a 1,600 SF attic at 9:45, an air sealing and rim joist job in the afternoon, and a test-out at 4:15 PM on a retrofit completed Friday. Every address, homeowner name, utility account number, and BPI scope appears on the crew tablets before they leave the shop.
The auditor arrives at the Oak Ridge property, sets up the blower door, runs the pre-retrofit depressurization test, and logs the CFM50 reading of 3,847 directly into the QuoteIQ Inspection Forms module. The digital form captures duct leakage at 25 Pascals, combustion appliance zone depressurization, ambient CO in the occupied space, and carbon monoxide readings on the atmospheric gas water heater. Thermal imaging infrared photos of attic knee walls, rim joists, and electrical penetrations upload directly to QuoteIQ Cam with timestamps and GPS stamps that utility program auditors can verify later. The entire pre-retrofit audit report generates as a PDF via Inspection Forms and emails to the homeowner via email automation before the auditor pulls out of the driveway.
The owner meets a homeowner for the second appointment of the morning. MapMeasure Pro already pulled attic square footage (1,240 SF), conditioned floor area (1,810 SF), crawl perimeter (182 LF), and rim joist linear feet (68 LF) from satellite imagery before the drive over. Options Estimates present Basic Air Sealing at $1,285, a Standard Envelope Package with air sealing plus R-49 attic blow-in at $4,180, and a Premium Whole-Home Retrofit with air sealing, R-49 attic, duct sealing, and blower door test-in/out at $8,950. AI Before/After renders the homeowner’s own drafty 1960s ranch as a sealed and fully insulated envelope. The homeowner picks Standard. The owner adds a duct sealing upsell at $1,680, which brings the project to $5,860. E-signature on the tablet. Contract attachments include BPI certification verification, Section 25C tax credit guidance documentation, and utility rebate program eligibility — all bound to the estimate. Close rate today: the mid-tier.
Crew B is on-site at the afternoon air sealing job, working through rim joist spray foam and can light covers. The installer pulls the homeowner aside and shows the duct register temperatures — supply air is 128°F at the plenum, 98°F at the farthest bedroom. Massive duct leakage. The installer opens QuoteIQ Autopilot on his phone and dictates an add-on estimate for duct sealing using mastic and Aeroseal for $1,680, including a duct blaster test-out showing the leakage reduction. Margin calculator shows the add-on at a 58% gross margin. The homeowner signs. The installer finishes the original scope, books Crew B to return Thursday for the duct work, and the office sees the upsell revenue in analytics before the crew leaves the property.
The owner reviews a retrofit that completed last week — a Premium Whole-Home Retrofit that quoted at $8,950. QuoteIQ pulls the actual material costs from inventory (36 bags of cellulose, 8 cases of can foam, 4 tubes of duct mastic, 22 LF of weatherstripping, and 18 can light covers), the actual crew labor logged through Time Tracker Pro, truck mobilization, disposal fees, and blower door testing time. Total cost: $4,820. Gross margin: $4,130 or 46%. The owner spots that cellulose consumption was 4 bags higher than the estimated pull — a depth issue that probably means the attic was deeper than measured or the crew over-blew the R-49 target. Quick fix for future jobs: tighten the depth-gauge protocol.
Review Multiplier sends automatic review requests to the four homeowners who completed retrofits this week. Two new 5-star Google reviews land on the QuoteIQ dashboard by Friday evening. Pipelines CRM shows 11 active state weatherization subgrantee projects in various stages, 6 direct homeowner retrofits in the consultation stage, and 2 HVAC contractor referrals in the bid stage. Business Analytics shows the week at a glance: 7 retrofits completed, $43,700 total revenue, 42% average gross margin, and 14 new Google reviews for the month running. Email automation sends a seasonal check-in to every customer who completed a retrofit over 12 months ago — reminder that a mid-retrofit audit can identify new opportunities, along with Section 25C tax credit carryforward information if their original credit exceeded their tax liability.
That entire workflow — from a Virtual Call Team intake to a $5,860 envelope package closed at the tablet to an $1,680 duct sealing upsell to job costing that caught a materials leak to automated review collection — runs on one platform that weatherization contractors rely on every single day. QuoteIQ is the #1 CRM for weatherization companies because every single workflow a retrofit shop runs — from lead intake through test-out — lives in one app with one login. QuoteIQ. No spreadsheet for blower door CFM readings. No CompanyCam subscription. No second phone line.
Every weatherization contractor evaluating software eventually compares QuoteIQ against Jobber, Housecall Pro, and ServiceTitan. Here is the honest feature-by-feature breakdown for weatherization operations — including the third-party integrations competitors require to match what QuoteIQ includes natively.
| Feature | QuoteIQ Pro | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| Tiered Envelope Options Estimates | ✅ Native | ⚠️ Higher tier | ⚠️ MAX only / add-on | ✅ Native |
| Satellite Attic & Crawl Measurement | ✅ MapMeasure Pro included | ❌ Requires GoiLawn $67-$255/mo | ❌ Requires GoiLawn $67-$255/mo | ⚠️ Third-party integration |
| Material Inventory By R-Value/SKU | ✅ Native | ⚠️ Limited | ⚠️ Basic | ✅ Native |
| Per-Home Job Costing | ✅ Native | ⚠️ Higher tier | ⚠️ Higher tier | ✅ Native |
| Blower Door & BPI Inspection Forms | ✅ Digital forms native | ⚠️ Generic forms | ⚠️ Generic forms | ✅ Customizable |
| AI Before/After Retrofit Previews | ✅ Native AI Image Generator | ❌ Not available | ❌ Not available | ❌ Not available |
| AI Voice-Controlled CRM (Autopilot) | ✅ 35 tools via voice | ❌ Not available | ❌ Not available | ❌ Not available |
| 24/7 AI Virtual Call Team | ✅ Included | ❌ Not native | ⚠️ HCP Assist add-on | ⚠️ Custom pricing |
| Pipelines CRM (Utility / Referral) | ✅ Unlimited custom pipelines | ⚠️ Basic | ⚠️ Add-on | ✅ Native |
| 4K Photo Documentation | ✅ QuoteIQ Cam native | ❌ Requires CompanyCam $30/user/mo | ⚠️ Basic photos only | ✅ Native |
| Customer Self-Quoting (InstaQuote) | ✅ Native | ❌ Requires ResponsiBid $225/mo + $800 setup | ❌ Requires ResponsiBid $225/mo + $800 setup | ⚠️ Limited |
| Review Multiplier (Automated) | ✅ Native, every plan | ⚠️ Higher tier | ⚠️ Higher tier | ⚠️ Add-on |
| Contract & Rebate Attachments | ✅ Native | ✅ Native | ✅ Native | ✅ Native |
| Contracts Required | ❌ None — cancel anytime | ❌ None | ❌ None | ⚠️ 12-month annual contract |
| Total Monthly Cost (Pro tier) | $149.99/mo | $448+/mo (w/ CompanyCam) | $750+/mo (MAX + add-ons) | $1,800+/mo |
The math on total cost of ownership is stark for a weatherization contractor. Jobber Grow plus CompanyCam runs $448 per month minimum, plus GoiLawn for satellite measurement at $67 to $255 per month, plus ResponsiBid for self-quoting at $225 per month with an $800 one-time setup fee — a real-world monthly cost of $740 to $928 before a single retrofit is quoted. Housecall Pro MAX sits at $329 per month for 8 users with the Sales Proposal Tool included, but still needs GoiLawn and ResponsiBid to match QuoteIQ’s native functionality, pushing actual monthly cost to $1,032 to $1,220 with the $800 setup fee layered on top. ServiceTitan starts at $1,800 per month on a 12-month annual contract, locking a weatherization company into roughly $21,600 in annual commitment before the first invoice is sent. QuoteIQ Pro at $149.99 per month delivers equal or better native functionality for 66 to 92 percent less — with no per-user fees, no forced integrations, no annual contracts, and no setup fees.
A weatherization company running multiple crews needs a CRM for weatherization companies that handles role-based access, GPS verification, time tracking, and crew-level profit visibility without exposing pricing data to installers or letting a crew member see a different crew’s schedule. EmployeeHub gives owners precise role-level permissions across weatherization workflows.
The dedicated air sealing and insulation crew runs caulk and foam application, rim joist spray foam, can light covers, weatherstripping, door sweep installs, and attic and wall blow-in installs. Crew A has access to their assigned job schedule, QuoteIQ Cam for before/after documentation, material pull requests against inventory, and Time Tracker Pro for labor logging. They do not see pricing, customer lifetime value, or any other crew’s schedule. GPS verification via Location Tracking confirms the crew arrived on-site at the scheduled time and stayed for the scheduled duration.
The diagnostic and specialty crew runs blower door test-in and test-out, duct blaster testing, duct mastic and Aeroseal application, combustion appliance zone safety testing, and infrared thermal imaging. Crew B has access to Inspection Forms for BPI-standard documentation, QuoteIQ Cam for infrared photo capture, and upload permissions for test-out reports that go to utility program auditors and state weatherization subgrantees. They see their schedule and can flag jobs that need a scope change or supplemental crew visit.
The owner or dedicated estimator sees the full QuoteIQ environment — Options Estimates, MapMeasure Pro, AI Before/After, every active pipeline, job costing reports, inventory levels, customer lifetime value, and business analytics. The EmployeeHub Manager role lets a sales lead access everything an owner can see except billing, subscription management, and plan-level settings. For a weatherization operation scaling past a single owner-operator, that role-based access is what keeps the company from losing control of pricing, margin discipline, and customer data.
A weatherization company that runs only one revenue channel is one policy shift away from a rough quarter. Pipelines CRM, business analytics, and sales tracking keep every channel visible at once. State weatherization subgrantee contracts are stable but pay slowly. Utility rebate work is lumpy and tied to program funding cycles. Direct homeowner retrofits are the highest-margin channel but require constant marketing spend. The weatherization contractors who break $1M in annual revenue run all three channels simultaneously. QuoteIQ Pipelines CRM makes that possible by tracking each channel separately with channel-specific pipeline stages and revenue forecasting.
Channel 1: Direct Homeowner Retrofits. The highest-margin channel for any weatherization company. A homeowner sees a $480 January heating bill, searches for “air sealing near me,” and calls the first weatherization contractor that shows up with five-star Google reviews. Close rate on same-day estimates runs 40-60% for weatherization operators using Options Estimates, AI Before/After, and Contract Attachments with Section 25C tax credit documentation. Average project value across Standard Envelope Packages sits around $4,800 with upsells pulling that to $6,200. A weatherization company running one dedicated auditor and two install crews can complete 6-8 homeowner retrofits per week — $29,000 to $50,000 in weekly revenue from direct homeowner work alone. Annual run rate at steady-state: $1.5M to $2.6M on a single channel with healthy margins because every job gets quoted and closed in person. The federal Weatherization Assistance Program sets the standard that private utility programs reference, so a BPI-certified contractor commands premium pricing on direct homeowner work.
Channel 2: Utility Program Rebate Work. Every major utility in the country runs a residential energy efficiency program with rebates that cover some or all of the retrofit cost for qualifying customers. A weatherization contractor who gets on the approved provider list for even one regional utility program unlocks a steady lead flow that the utility’s own marketing generates. Typical program structure: the utility pays the contractor a direct rebate tied to measured performance (CFM50 reduction, R-value installed, duct leakage reduction) and the homeowner pays the balance. Average project value under a utility rebate program sits around $3,400 with the utility covering $1,200 to $2,400 and the homeowner paying the difference. A weatherization company running utility-channel work at 4-5 jobs per week generates $14,000 to $17,000 weekly. Pipelines CRM tracks each utility program separately with the specific rebate structure and post-install audit cycle.
Channel 3: State Weatherization Subgrantee Contracts. State weatherization agencies run the federal Weatherization Assistance Program at scale, subcontracting install work to approved weatherization contractors. A single state contract can generate 40-120 homes per year for one weatherization company at a fixed per-home reimbursement rate set by the state. Margin is tighter than direct homeowner work (typically 18-25% gross) but the volume is reliable and the lead flow is free. A weatherization contractor holding one state subgrantee contract at 80 homes per year at $6,200 per home using QuoteIQ Pipelines generates $496,000 in steady annual revenue. Pipelines CRM tracks subgrantee accounts with required documentation — income eligibility paperwork, audit reports, and final test-out verification — bound to every project. According to U.S. Bureau of Labor Statistics data on building insulation workers, this trade is projected to stay in steady demand through 2032 driven by federal weatherization programs and utility rebate expansion.
“A contractor billing $300,000 a year can be in genuine financial trouble if the full cost of operations hasn’t been accounted for. Most solo contractors who’ve never done that math are operating at much lower margins than they realize.”
— Justin Rogers, serial entrepreneur & co-founder of QuoteIQ · Full insights →
The full QuoteIQ tool set for a weatherization company covers every single workflow a retrofit contractor touches in a week. Quoting through Standard Estimates, Options Estimates, Package Estimates, and Quick Estimates — with AI Estimator for instant quote generation from property photos. Scheduling with Route Optimization and Route Density for crew dispatch. Invoicing, Invoice Subscriptions, online payments, and E-Signatures for contracts and test-out reports. EmployeeHub, Time Tracker Pro, Team Communication, and GPS Tracking for crew management. Review Multiplier and ClientHub for customer communication and reputation. Pipelines CRM, Sales Tracker, and Business Analytics for revenue forecasting. Email automation and mass SMS campaigns for seasonal outreach. QuickBooks integration on Elite. InstaQuote and InstaSchedule for 24/7 self-service lead capture. AI Website Builder for weatherization contractors who need a professional web presence but do not have time to wrestle with WordPress. Every tool above sits inside one app with one login, one subscription, and one support team.
QuoteIQ offers five pricing tiers with no per-user fees on any plan. Every plan includes a 14-day free trial. No contracts. Cancel anytime. Most weatherization companies running 2-4 crews sit on the Pro plan at $149.99 per month. Whether you are a solo air sealing operator or a multi-crew retrofit shop, the right CRM for weatherization companies scales with you across every plan tier — from Essentials at $29.99 to Max at $699.
Solo weatherization operators running estimates, invoices, scheduling, and Review Multiplier.
Owner plus one installer. Adds job costing, inventory, and QuoteIQ Cam documentation.
Owner plus 3 crew. MapMeasure Pro, Options Estimates, AI Autopilot, Pipelines CRM, and QuickBooks sync.
Scaling operations with Virtual Call Team, InstaQuote, InstaSchedule, Route Optimization, and EmployeeHub Manager role.
Multi-crew, multi-location weatherization companies. Everything in Elite plus unlimited users, white-glove onboarding, and priority support.
All plans include a 14-day free trial. No contracts. Cancel anytime.
A weatherization company evaluating Jobber, Housecall Pro, or ServiceTitan should run the real-world number. Jobber plus CompanyCam plus GoiLawn satellite measurement plus ResponsiBid self-quoting lands at $740 to $928 per month with an $800 one-time setup. Housecall Pro MAX with the same add-on stack hits $1,032 to $1,220 per month plus the $800 setup. ServiceTitan starts at $1,800 per month on a 12-month annual contract — locking a weatherization contractor into $21,600 in annual commitment before the first estimate is sent. QuoteIQ Pro at $149.99 per month delivers more native weatherization-specific functionality than any of those stacks for 66 to 92 percent less — making it the best CRM for weatherization companies evaluating budget-conscious software.
For a weatherization company closing 6-8 retrofits per week at $4,800 to $6,200 average project value, the monthly CRM cost is a rounding error against revenue. The real question is which CRM for weatherization companies closes more deals, reduces crew idle time, and protects margin — and on every one of those metrics, QuoteIQ wins on native functionality alone before the price comparison even enters the conversation. Start the 14-day free trial and see it run against a real retrofit.
Every weatherization contractor evaluating a CRM platform asks the same set of questions about pricing, features, data portability, and fit for the trade. Here are the most common questions about QuoteIQ as the #1 CRM for weatherization companies in 2026 — covering how it handles tiered envelope pricing via Options Estimates, how it integrates with QuickBooks, and how it compares against Jobber, Housecall Pro, and ServiceTitan on total cost of ownership.
Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime. Every weatherization company can test Options Estimates, MapMeasure Pro, Inventory Tracking, Pipelines CRM, and all 35+ AI tools against real retrofit work before committing to a paid plan.
Yes. Options Estimates natively present Basic Air Sealing, Standard Envelope Package, and Premium Whole-Home Retrofit side-by-side on one tablet proposal. Every weatherization contractor using tiered Options Estimates closes at higher average project values than single-line quotes because the mid-tier becomes the default choice when the homeowner has a cheaper option below and a premium option above.
Yes. MapMeasure Pro is included in QuoteIQ and measures attic square footage by roof plane, crawl space perimeter and area, wall cavity linear footage by story, garage ceiling area, and conditioned floor area from satellite imagery. Weatherization contractors save 60-90 minutes per estimate versus driving to the site for a tape-measure walk.
Yes. Inspection Forms in QuoteIQ capture blower door CFM50 readings, duct leakage at 25 Pascals, combustion appliance zone depressurization, ambient CO in occupied spaces, and atmospheric appliance draft measurements. Every weatherization company can export the test-in and test-out reports as PDFs for BPI certification upkeep, utility program auditors, and state weatherization subgrantees.
Yes. Inventory Tracking in QuoteIQ holds stock levels on cellulose bags by density, fiberglass batt rolls by R-value, closed-cell and open-cell spray foam drums, caulk and can foam cases, weatherstripping rolls, rigid foam sheets, duct mastic buckets, and vapor barrier film. A weatherization company gets auto-decrement on material pull and auto-alerts on reorder thresholds.
Yes. Pipelines CRM tracks state weatherization subgrantee contracts, utility program referrals, HVAC contractor partnerships, energy auditor networks, Section 25C tax credit residential leads, and builder pre-drywall retrofits in separate pipelines. Every weatherization contractor sees deal velocity, close rate, and revenue forecast by channel on a single Kanban board.
QuoteIQ Pro is $149.99 per month for 4 users. Jobber Grow plus CompanyCam and required add-ons runs $448 to $928 per month. Housecall Pro MAX with add-ons runs $1,032 to $1,220 per month plus an $800 one-time setup. ServiceTitan starts at $1,800 per month on a 12-month annual contract. QuoteIQ delivers more native weatherization-specific functionality for 66 to 92 percent less than any of those stacks.
Yes. QuoteIQ works for air sealing specialists, attic and wall insulation contractors, spray foam weatherization companies, duct sealing specialists, BPI-certified energy auditors, whole-home retrofit contractors, state weatherization subgrantees, utility program approved providers, and any weatherization company that combines residential envelope work with HVAC tune-up referrals and LED retrofits.
Yes. Contract Attachments bind every required document — material spec sheets, manufacturer warranties, R-value certificates, blower door test-in and test-out reports, utility rebate applications, and Section 25C tax credit documentation — to every estimate a weatherization contractor sends. The homeowner receives everything they need for their tax preparer in one bundled PDF.
Yes. QuoteIQ Elite and Max plans include QuickBooks integration for automatic sync of invoices, payments, expenses, and customer records. A weatherization contractor running subgrantee contracts that require itemized expense reporting gets the full accounting feed without double data entry. Stripe payment processing runs on every plan from Essentials up.
“The map measure pro function has made it very easy to close deals and accurately quote jobs.”
— Ashad siddiqui 123 · App Store · 5★“Review Multiplier automates five-star review requests post-payment; Clients leave reviews without being asked, boosting reputation and trust effortlessly.”
— elwandalipscomby · App Store · 5★“Once I started using QuoteIQ, my closing rate went way up; Clients love how clear the estimates are.”
— Verified Reviewer · App Store · 5★Here are the eight reasons thousands of weatherization operators have made QuoteIQ their CRM for weatherization companies in 2026 — the shortlist version of everything above, linked to the feature pages that make each claim real.
1. Options Estimates present Basic Air Sealing, Standard Envelope Package, and Premium Whole-Home Retrofit side-by-side — lifting average weatherization project values 30-50% on the same leads.
2. MapMeasure Pro measures attic square footage, crawl perimeter, and wall cavity linear footage from satellite imagery — saving 60-90 minutes per estimate versus drive-out tape-measure walks.
3. Inventory Tracking holds cellulose bags by R-value, spray foam drums, caulk cases, weatherstripping rolls, and duct mastic buckets — with auto-decrement on pull and auto-reorder thresholds.
4. Job Costing rolls up material, fully-loaded crew labor, mobilization, disposal, and blower door testing time into one per-home profit report — catching margin erosion before it repeats.
5. Pipelines CRM tracks state weatherization subgrantee contracts, utility rebate referrals, HVAC contractor partnerships, and direct homeowner retrofit leads in separate pipelines with channel-level forecasting.
6. Inspection Forms capture blower door CFM50, duct leakage at 25 Pa, combustion appliance zone readings, and atmospheric appliance draft measurements — exportable as PDFs for BPI and utility program auditors.
7. Virtual Call Team answers every after-hours inbound call from homeowners who got a $480 January heating bill — the first weatherization contractor to respond books the audit.
8. QuoteIQ Pro costs $149.99/mo versus $448+/mo for Jobber, $750+/mo for Housecall Pro, and $1,800+/mo for ServiceTitan — 66-92% less with more native weatherization functionality and no forced integrations.
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