Every Feature,
Built For Real Work.
Discover all the features that make QuoteIQ the best CRM for home service pros.
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App Store (2,401 Reviews)
4.7 ⭐⭐⭐⭐⭐
Play Store (1,007 Reviews)
4.7 ⭐⭐⭐⭐⭐
More Than 4,000
Experts Trust It

App Store (2,401 Reviews)
4.7 ⭐⭐⭐⭐⭐

Play Store (1,007 Reviews)
4.7 ⭐⭐⭐⭐⭐

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.
Sales & Payments
Quoting
- Standard Quotes
- Dynamic Quotes (Quick, Options, Package Estimate Types)
- Advanced Customization (Logos, Notes, Attach License / Agreements / Contracts)
Invoicing
- One-Time Invoicing
- Auto-Pay / Recurring Invoicing
- Automated Invoice Reminders
- Payment Confirmation Notifications
- Tip Collection
Payments
- Online Card Payments
- Instant Payouts
- Save Card on File
- Deposit Collection
- Payment Receipts
- E-Signatures
Customer Self-Service
- InstaQuote (Self-Quoting)
- InstaSchedule (Self-Scheduling)
- Online Self-Payments
- Self-Serve Portal
Operations & Management
CRM & Client Management
- Client Database
- Customer History Archive
- Built-In Client Messaging
- Business Phone Number
- Service Catalog
- Price Book
Scheduling & Dispatching
- Job & Event Scheduling
- Employee & Crew Dispatching
- Drag-&-Drop Rescheduling
- Real-Time Availability Sync
- GEO / Map Schedule View
Employee Management
- Crew Creation
- Defined Roles & Permissions
- Time Tracking
- Dispatch Notifications
Tracking & Payroll
- Live GPS Tracking
- Real-Time Location Map View
- (Coming Soon) Payroll Integration
- Hourly Rate Calculator (Syncs with Time Tracker)
Project / Job Management
- Job Costing
- Job Pipeline
- Expense Tracking
Marketing & Growth
Automations
- Client Notifications
- Job Follow-Ups
- Estimate Follow-Ups
- Invoice Follow-Ups
- Review Request
Campaigns
- Mass Text Blasts
- Mass Email Blasts
- Client Tags
- Marketing Campaigns
Review Management
- Review Request Post-Invoice
- Automated Review Request Automations
Business Analytics
- Year-to-Date Sales & Expenses
- Monthly Gross Sales
- Close Ratio
- Profit & Loss Margin
- Sales By Service
- Average Ticket Price
- Lead Source
- Tips Analytics
- Expenses Analytics
- Lead Hub (Outstanding Invoices)
AI Call Assistant
- 24/7 Call Answering Service
- Notification & AI Summary For Every Call
- Call-to-CRM Live Sync
- Outbound Marketing Calls
- (Coming Soon) AI Chatbot
Requests & Contact Forms
- Custom Contact Forms
- Job Requests
- Contact Requests
- Form-to-CRM Sync
- Auto-Notifications
Field Tools
Property Documentation
- Inspection Forms & Templates
- Job Forms / Reports
- Before & After Photo Generator
- Photo Editor
- Image / Video Uploads
- Document Storage Archive
Property Measurement Tools
- MapMeasure Pro
- Property Street View
- Zillow Quick Access
Field Communication
- Client Messaging
- Employee Messaging
- Employee / Crew Group Chats
- 'On The Way' Texts
Business Calculators
- Chemical Mix Calculator
- Profit Margin Calculator
- Hourly Rate Calculator
- Paint Calculator
- Mulch Calculator
- Downstream Injector Percentage Calculator
Benefits
Mobile & Web Access
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.
24/7 Live Support
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.
Help Center
Personal Account Manager
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.
(Coming Soon) Public Directory
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.
(Coming Soon) Leaderboard
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.
Quickbooks Sync
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.
Mobile Card Reader
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.
Outbound API
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.
Google Reserve
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.
Google Calendar Integration
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.
Data Import
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.
Request a Feature
User Community
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.
National Averages Guide
Affiliate Program
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.
(Coming Soon) QuoteIQ Rewards
Beginner
$35.99/mo
- 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
Pro
$98.99/mo
- 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
Elite
$188.99/mo
- 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
Beginner
$35.99/mo
- 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
Pro
$98.99/mo
- 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
Elite
$188.99/mo
- 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
Common Questions
What makes QuoteIQ different from HouseCall Pro, Jobber, and Markate?
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
How accurate are your property measurements?
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
Is it possible for customers to self-schedule appointments?
Absolutely. With InstaSchedule, customers pick available time slots from your real-time calendar. This cuts out admin work and reduces booking friction
How does QuoteIQ replace expensive form builders like CompanyCam?
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.
Will I see comprehensive analytics in real-time?
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.
Can I text customers from the app without using my personal phone number?
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.
Does QuoteIQ offer a dedicated mobile app for job site use?
Absolutely — QuoteIQ delivers full functionality on iOS and Android apps, with payment tools, job forms, photo capture, and measurement tools built in .
Does QuoteIQ require third-party apps to access core features?
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.
Does QuoteIQ include built-in automation tools or require external platforms?
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.
Why is QuoteIQ more affordable than Jobber, Housecall Pro, or Markate with all the same features?
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.
How does QuoteIQ help me close more jobs?
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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