E-Mail Automation

QuoteIQ Email & Text Automation keeps your business running efficiently while ensuring no customer falls through the cracks. With Exclusive to QuoteIQ – Smart Triggers™, fully customizable templates, and unlimited follow-up sequences, you can automate every stage of the customer journey—all while maintaining your company’s branding and professionalism.

Follow-Ups Close More Jobs!

Most customers don’t book on the first contact—but that doesn’t mean they’re lost. With our exclusive Smart Triggers™, automated follow-ups ensure leads never slip through the cracks. Send reminders, follow-ups on declined estimates, and scheduling prompts to close more jobs without lifting a finger.

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Hands-Free Automation

From the first contact to the final invoice, automation keeps customers moving forward. Exclusive to QuoteIQ – Smart Triggers™ automatically transition customers between stages—estimates, scheduling, preparation, invoices, and more—ensuring no lead or job is left behind.

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The Real Reason We Built This

Winning the job is just the beginning. Stay top-of-mind with automated thank-you messages, review requests, seasonal promotions, and service reminders. Exclusive to QuoteIQ – Smart Triggers™ keeps your customers engaged, driving repeat business and referrals effortlessly.

Stop Wasting Time Chasing Customers—Let QuoteIQ Do the Work for You.

With fully customizable templates, unlimited follow-ups, and Exclusive to QuoteIQ – Smart Triggers™, QuoteIQ Email & Text Automation helps you close more jobs, keep customers engaged, and grow your business on autopilot.

QuoteIQ InstaQuote

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Quote

When you send quotes through QuoteIQ, it lets potential customers see the high-quality service your business provides right from the start. These quotes are user-friendly, allowing customers to easily add extra services and approve the quote. Plus, the faster you get your customer a quote, the more likely you are to get the job.

Schedule

Setting up work schedules and keeping everyone in the loop, including your customers and crew, is a breeze with QuoteIQ. Our calendar is tailor-made for home service businesses, so you can easily keep tabs on all your appointments.

Get Paid

Give your customers fast and easy online payment options.

With QuoteIQ, online payments are seamlessly integrated into your account, with no extra monthly or setup charges – you only incur fees when you receive payments. And the cherry on top? You’ll get your money four times faster compared to checks!

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