QuoteIQ

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QuoteIQ Documentation

Step-by-step reference guides for QuoteIQ — the all-in-one field service management software built for home service contractors. Find how-tos for features, AI tools, estimating, scheduling, and more.

Looking for click-by-click walkthroughs with screenshots? Visit the QuoteIQ Help Center.

Measurement & Mapping

Live

Measure properties from satellite imagery and turn measurements into priced estimates.

AI Tools

Live

Run your CRM by voice or text, and generate market-accurate estimates from a photo.

Estimates & Quoting

Live

Let customers build their own quotes online, 24/7, from your service library.

Scheduling & Dispatch

Live

Let customers book their own appointments from your real-time availability.

Customer Management

Live

Text and call customers from a dedicated business number, with every conversation logged to their profile.

Getting Started

Coming soon

Account setup, company profile, and first steps. Coming soon.

Invoicing & Payments

Coming soon

Invoices, online payments, deposits, and subscriptions. Coming soon.

Team Management

Coming soon

EmployeeHub, GPS tracking, and time tracking. Coming soon.

Marketing & Reviews

Coming soon

Mass campaigns, review collection, and the website builder. Coming soon.

Billing, Plans & IQ Credits

Coming soon

Plan comparison, IQ Credit usage, and billing. Coming soon.