Available on: Elite ($299/mo) and Max ($699/mo). InstaSchedule is not included on Essentials, Beginner, or Pro, and it works only through InstaQuote. Compare plans.
InstaSchedule is QuoteIQ’s customer self-scheduling tool. After a customer accepts an InstaQuote estimate, they book their own appointment from your real-time availability, and the booking syncs straight to your QuoteIQ calendar — no phone tag, no double-booking.
InstaSchedule closes the gap between quoting and booking. Once a customer accepts their InstaQuote estimate, they are prompted to schedule and pick a time from the availability you set. The appointment lands on your calendar in real time, so you are not playing phone tag to lock in a date.
Benefit
What it means for you
Self-booking 24/7
Customers book themselves the moment they accept a quote, day or night.
No double-booking
Availability syncs with your real calendar, so booked time is automatically hidden.
Less phone tag
No back-and-forth to find a time; the customer picks from your open slots.
Per-user control
Set different availability for each employee or user on your account.
How to set up InstaSchedule
Open InstaSchedule setup. Go to Settings, scroll to Self Service, and click Self Schedule Setup.
Toggle InstaSchedule on. Turn on Enable Self-Schedule for All Estimates. If it is off, customers will not see the scheduling option after accepting an estimate.
Select services. Check the services you want customers to be able to schedule. Each one must already be set up in InstaQuote.
Set job duration. Click Configure next to each service and set how long the job typically takes, then save.
Set user availability. Open Setup Time Availability and configure each user (see below).
Test with Live Preview. Use Live Preview to see exactly what a customer sees after accepting a quote.
Manage schedule requests. Approve, decline, or reschedule incoming bookings from the Schedule Request tab.
Setting availability
In Setup Time Availability, click the pencil icon next to any user (or yourself) to configure their schedule:
Calendar color. Pick a color for that user’s bookings.
Buffer time. Add optional padding between appointments so back-to-back jobs are not stacked.
Timezone. Set the user’s timezone so slots show correctly.
Available days. Check each day the user is available.
Time blocks. Add blocks like 8AM–12PM and 1PM–6PM. Split a day with a gap to block off lunch or breaks.
Calendar sync: availability is synced with your real QuoteIQ calendar. If you already have jobs or events scheduled, that time is automatically blocked and will not show up for customers. You can also create a Job Event to block off specific periods.
What your customers see
After a customer accepts an InstaQuote estimate, they see a popup that reads “Accepted – Please schedule your appointment” with two options:
Schedule Now. They are taken to a calendar showing the exact days and time slots you set, and pick one.
Schedule Later. They can come back and book the appointment when they are ready.
Managing schedule requests
When a customer books through InstaSchedule, the request appears in the Schedule Request tab, where you can approve, decline, or reschedule it. Approved appointments are added to your QuoteIQ calendar and block off the time automatically.
How InstaSchedule works with InstaQuote
InstaSchedule is the booking half of QuoteIQ’s self-service pair. InstaQuote lets customers price and accept a quote themselves; InstaSchedule lets them book a time themselves right after. They are designed to run together:
InstaSchedule only works with InstaQuote. If you are not using InstaQuote, customers cannot self-schedule.
Services must be set up in InstaQuote. A service has to be fully configured in InstaQuote, including pricing, before customers can book it.
One smooth flow. A customer can self-quote and then self-book in a single, uninterrupted experience.
Which plans include InstaSchedule
Plan
Monthly
InstaSchedule
InstaQuote (required)
Essentials
$29.99
Not included
Not included
Beginner
$74.99
Not included
Not included
Pro
$149.99
Not included
Not included
Elite
$299
Included
Included
Max
$699
Included
Included
Requirements & limits
Plan. InstaSchedule requires the Elite or Max plan.
InstaQuote required. InstaSchedule only works when a customer accepts an estimate received through InstaQuote.
Service setup. Each schedulable service must be fully configured in InstaQuote, including its price matrix.
Availability. Customers only see open slots after you configure availability for each user.
Next steps
InstaQuote — the self-quoting tool InstaSchedule books from. Set this up first.
InstaSchedule is QuoteIQ’s customer self-scheduling tool. After a customer accepts an InstaQuote estimate, they can book their own appointment from your real-time availability, and the booking syncs straight to your QuoteIQ calendar. It removes the phone tag between quoting and scheduling and prevents double-booking. InstaSchedule is available on the Elite and Max plans and works together with InstaQuote.
InstaSchedule is included on the Elite ($299/month) and Max ($699/month) plans. It is not included on Essentials, Beginner, or Pro. Because InstaSchedule works through InstaQuote, you use both together, and both are available on the same Elite and Max plans.
Go to Settings, then Self Service, then Self Schedule Setup. Turn on Enable Self-Schedule for All Estimates, check the services customers can schedule, set a job duration for each, and configure each user’s availability with timezone, days, and time blocks. Use Live Preview to see what customers see, then manage bookings from the Schedule Request tab.
Yes. InstaSchedule only works with InstaQuote. Customers can self-schedule after they accept an estimate they received through InstaQuote, and a service must be fully set up in InstaQuote, including its pricing, before customers can book it. If you are not using InstaQuote, customers will not be able to schedule.
Make sure InstaSchedule is enabled and that you have configured availability times for each user. Also confirm the service is fully set up in InstaQuote with its price matrix. If a service is not finished in InstaQuote, InstaSchedule will not show time slots for it. Existing jobs on your calendar also block off that time automatically.
Yes. Appointments booked through InstaSchedule are added to your QuoteIQ calendar and block off that time accordingly. Availability is synced with your real calendar, so any jobs or events you already have scheduled are automatically hidden from customers and cannot be double-booked.
Yes. If you allow multiple services to be selected during InstaQuote setup, customers can schedule all of the selected services in one appointment. The total appointment duration adjusts automatically based on the combined estimated time of the services they choose.
Yes. You can split a user’s daily availability into multiple time blocks, such as 8AM to 11:30AM and 12:30PM to 5PM, to block off the gap. You can also create a Job Event on your calendar to block specific periods, and those events prevent customers from scheduling during that time.
Yes. QuoteIQ includes a 14-day free trial, and you can trial the Elite or Max plan to use InstaSchedule and InstaQuote during the trial. A credit or debit card is required to start the trial, and you can cancel anytime with no contract. You can also book a live demo to see InstaSchedule first.
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