QuoteIQ

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Every Feature,
Built For Real Work.

Discover all the features that make QuoteIQ the best CRM for home service pros.

Try Any Plan FREE for 14 Days


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App Store (2,401 Reviews)
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Play Store (1,007 Reviews)
4.7 ⭐⭐⭐⭐⭐

quoteIQ social trust

More Than 4,000
Experts Trust It

quoteiq app store

App Store (2,401 Reviews)

4.7 ⭐⭐⭐⭐⭐

quoteiq plays store

Play Store (1,007 Reviews)

4.7 ⭐⭐⭐⭐⭐

quoteIQ social trust

More Than 10,000

Experts Trust It

Complete Feature List

QuoteIQ gives service businesses everything they need to run, grow, and scale — all in one app. Below is a breakdown of every tool inside QuoteIQ.

Job Tools

Create & send clean, professional estimates in minutes. Track when they’re viewed and accepted. Learn more about this feature here

Send branded invoices, get paid fast, and track what’s outstanding – all from one place. Learn more about this feature here.

Assign jobs to specific times, dates, and team members with full calendar visibility. Learn more about this feature here. 

Measure properties directly from a satellite view inside the app. As you trace the property, your dimensions are calculated in real-time and automatically saved to the estimate — so you can quote faster and price with precision. Learn more about this feature here.

Build custom checklists for pre-job inspections and walkarounds. Capture notes, photos, videos, and site conditions before you start work — all stored in the job file for liability protection and clear communication. Learn more about this feature here.

Capture and save job photos, videos, and notes with every form. Everything’s archived automatically by customer and date, so you can export clean, professional reports when needed. Learn more about this feature here.

Take a photo before the job starts. When you’re done, the app shows that photo on your screen so you can line up the “after” shot in the exact same position. Then, use the in-app editor to add labels, draw on the image, insert your logo, and export a clean side-by-side comparison you can send to the customer or post online. Learn more about this feature here.

Let customers sign approvals from their phone or browser — no paper needed. Learn more about this feature here

Automatically generate the fastest, most efficient route for your scheduled jobs. Learn more about this feature here.

Notified customers with a single click when you’re en route, reducing no-shows and improving professionalism. Learn more about this feature here.

Track every job’s progress from estimate to scheduled to paid — stay organized with a clear view of where every job stands. 

Business Control Center

Store full customer profiles with contact info, tags, lead sources, job history and full conversations. All related inspection forms, job reports, and before/after photos are automatically linked and archived under each customer’s file – giving you full history in one place.

Manage who sees and does what in QuoteIQ—give your techs limited access while admins control everything. Learn more about this feature here.

Assign employees to jobs, manage daily routes, and view every crew’s workload from a single dashboard. Learn more about this feature here.

Add an InstaQuote form to your website or landing page. Customers input their info, get a live quote, and the request shows up in your QuoteIQ account automatically. Learn more about this feature here.

Let customers schedule their own job based on your real-time availability. It syncs directly to your QuoteIQ calendar, cutting out back-and-forth. Learn more about this feature here.

Embed a lead capture form or share a link to collect contact info automatically—leads flow straight into QuoteIQ’s dashboard. 

Send and receive job-related texts with customers using a dedicated business number. All threads are kept inside the app—no personal number needed. Learn more about this feature here.

Missed calls = lost money. The AI call team answers your business line, collects job details, and sends them straight into your QuoteIQ account—just like your own office staff. Learn more about this feature here.

Clock in and out of jobs so you and your team have verified time records—even on the go. Learn more about this feature here.

Business Growth

After every paid invoice, customers automatically receive a review request—making it effortless to grow your online reputation. Learn more about this feature.

Send targeted email and text sequences to leads or past customers. Great for follow-ups, upsells, and staying top-of-mind. Learn more about this feature.

Reach your entire customer base in one shot with bulk announcements, seasonal offers, or service reminders. Learn more about this feature.

Launch a clean, mobile-friendly website in minutes using QuoteIQ’s AI website builder—no design or tech skills needed. Learn more about this feature.

Know exactly what you need to charge to be profitable. Set your expenses, hours, and profit goal—and the calculator does the math.

Input chemical ratios and surface areas to instantly get accurate product mix instructions for every job.

Log and categorize every business expense—fuel, materials, payroll, equipment—and export records for tax season or reporting.

Compare your pricing to verified industry averages in your region so you know when to raise rates—and by how much.

Business Performance

See how many of your estimates convert into paying jobs so you can track performance and pricing effectiveness. Learn more about this feature here.

Track total revenue month-by-month to see growth patterns and seasonal trends. Learn more about this feature here.

Live view of your total income and expenses for the year—updated as you work. Learn more about this feature here.

Instantly calculate profitability based on your job revenue and logged expenses—no spreadsheets needed. Learn more about this feature here.

See the average dollar amount per job to gauge how well you’re pricing and upselling. Learn more about this feature here.

Track exactly where your leads are coming from—Google, Facebook, referrals, and more—so you can double down on what works. Learn more about this feature here.

Monitor every tip collected through your payment system, organized by job and employee. Learn more about this feature here.

View all unpaid invoices in one place. Easily send reminders to collect payment faster. Learn more about this feature here.

A centralized feed of all open and accepted estimates so you can follow up and close more jobs. Learn more about this feature here.

Support & Integrations

Get help any time, day or night, from a real support rep who understands service businesses.

Elite users get a dedicated contact for onboarding, strategy, and ongoing support.

Step-by-step tutorials, articles, and video walkthroughs for every QuoteIQ feature—accessible anytime.

Connect your QuoteIQ account with third-party tools through secure outbound API access (Elite only).

Run your business on-the-go with the QuoteIQ mobile app for iOS and Android.

Access everything from your desktop through our full-featured web platform.

Earn 40% commission for the lifetime of every user you refer. Get a unique link, track your referrals, and start earning.

Beginner

$29.99/mo

1 User
  • Create & Send Estimates & Invoices
  • Collect Payments
  • MapMeasure Pro
  • Business Analytics Dashboard
  • Expense Tracking
  • Desktop & Mobile Access
  • National Average Guide
  • Mass Import Contacts
  • Mix Calculator
  • Business Calculators
  • The Review Multipler
  • Live Chat & Email Support
Start Free Trial

Pro

$79.99/mo

Up to 5 Users
  • All Beginner Features
  • Email & Text Automation
  • In-App Texting
  • QuoteIQ Cam
  • Website Contact Form
  • Hourly Rate Calculator
  • Before & After Editor
  • On The Way Text
  • The Review Multiplier
  • Live Chat, Email & Phone Support
Start Free Trial

Elite

$149.99/mo

Up to 10 Users
  • All Pro Features
  • InstaQuote & InstaSchedule
  • Mass Text & Email Campaigns
  • Time Tracker Pro
  • Route Optimizer
  • Dedicated Account Manager
  • The Review Multiplier
  • Live Chat, Email & Phone Support
Start Free Trial

Beginner

$29.99/mo

1 User
  • Create & Send Estimates & Invoices
  • Collect Payments
  • MapMeasure Pro
  • Business Analytics Dashboard
  • Expense Tracking
  • Desktop & Mobile Access
  • National Average Guide
  • Mass Import Contacts
  • Mix Calculator
  • Business Calculators
  • The Review Multipler
  • Live Chat & Email Support
Start Free Trial

Pro

$79.99/mo

Up to 5 Users
  • All Beginner Features
  • Email & Text Automation
  • In-App Texting
  • QuoteIQ Cam
  • Website Contact Form
  • Hourly Rate Calculator
  • Before & After Editor
  • On The Way Text
  • The Review Multiplier
  • Live Chat, Email & Phone Support
Start Free Trial

Elite

$149.99/mo

Up to 10 Users
  • All Pro Features
  • InstaQuote & InstaSchedule
  • Mass Text & Email Campaigns
  • Time Tracker Pro
  • Route Optimizer
  • Dedicated Account Manager
  • The Review Multiplier
  • Live Chat, Email & Phone Support
Start Free Trial

Common Questions

QuoteIQ combines key tools—like InstaQuote for self-quoting, InstaSchedule, GPS Time Tracking, and built-in photo features—without the integration complexity or high cost. Users have noted QuoteIQ offers more in-house features at a better price

MapMeasure Pro uses satellite and street view imagery to let you trace roofs, driveways, and lawns. And those measurements feed right into the estimate—so pricing is precise, fast, and professional

Absolutely. With InstaSchedule, customers pick available time slots from your real-time calendar. This cuts out admin work and reduces booking friction

QuoteIQ comes with fully integrated Inspection Forms, Job Reports, and Before & After Photo Generator. They’re customizable, tied to each customer, and don’t require extra subscriptions.

Totally. Our Analytics Dashboard includes conversion rates, gross sales, expense tracking, profit & loss, average ticket sizes, lead sources, tips, payroll logs, and more—so you’re always in control.

Yes — ClientHub provides a business SMS number, keeps everything message-related tied to the job, and includes automatic “On the Way” notifications to cut no‑shows.

Absolutely — QuoteIQ delivers full functionality on iOS and Android apps, with payment tools, job forms, photo capture, and measurement tools built in  .

No. Every major feature—from quoting and scheduling to marketing, photo tools, and customer messaging—is built directly into QuoteIQ. No extra logins, subscriptions, or integrations needed.

Zapier is a workaround for missing features. QuoteIQ is built with service businesses in mind, so automations like follow-ups, customer status changes, invoice reminders, and marketing flows are already included—no zaps or patchwork setups required.

Because QuoteIQ builds everything in. Jobber, Housecall Pro, and Markate require expensive third-party add-ons—like Zapier for automation, Mailchimp for marketing, CompanyCam for job photos, and Podium for reviews. Once fully loaded, those platforms can cost 4x more than QuoteIQ per month, while QuoteIQ includes it all under one roof for a flat, affordable price.

Features like InstaQuote, Lead Hub, Automated Follow-Ups, and real-time customer messaging give you faster response times, stronger follow-through, and more ways to win jobs without chasing every lead manually.

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