AI CoPilot is a chat-based AI assistant built directly into QuoteIQ estimate and invoice editors. Type or speak prompts to add services, apply discounts, change tax rates, draft client messages, set deposits, and flag optional line items — all through natural conversation without leaving the edit screen. Included on every QuoteIQ plan (powered by IQ Credits). Cuts estimate revision time from 5–10 minutes of menu navigation down to roughly 30 seconds of conversation.
QuoteIQ AI CoPilot is a chat-based AI assistant that lives inside the estimate and invoice editors and lets contractors modify documents through natural conversation — add services, set discounts, change tax, draft client messages, add deposits, and mark line items as optional. It is included on every QuoteIQ plan starting at $29.99/month and is powered by IQ Credits. Unlike Jobber Copilot (which provides advisory insights and recommendations) and Housecall Pro AI Team (specialized assistants for analytics, coaching, marketing and support questions), QuoteIQ CoPilot executes edits directly on the quote you are working on.
TL;DR: AI CoPilot lives inside the QuoteIQ estimate and invoice editors. Instead of clicking through menus to add a service, apply a discount, or change tax, you type or speak a prompt and CoPilot executes the edit in real time. Six quick-action cards cover the most common requests: Add a Service, Set Discount, Change Tax, Client Message, Add Deposit, and Mark as Additional. Beyond the cards, the chat box accepts free-form prompts. An Auto Accept / Review toggle lets you decide whether edits apply instantly or wait for your approval. CoPilot is available on every QuoteIQ plan (Essentials $29.99 through Max $699) and uses IQ Credits per action. It complements AI Autopilot (the whole-CRM conversation surface) and AI Estimator (photo-to-estimate). Typical estimate revisions that take 5–10 minutes of menu navigation take about 30 seconds through CoPilot — the time saved compounds over every quote you revise.
When you open an estimate or invoice in QuoteIQ, the CoPilot sidebar is right there — type or tap the microphone and it interprets your request in the context of the document you are editing. Six quick-action cards cover the most common estimate edits.
Drop new service lines into the estimate from a short description. “Add lawn care, $150.” CoPilot creates the line item with the price, description, and tax settings applied.
Apply a percentage or flat-dollar discount without leaving the edit screen. “Take $50 off” or “apply a 10% loyalty discount” — CoPilot runs the math and updates the total.
Update the tax percentage on the fly. Useful for jobs crossing tax jurisdictions, applying exemptions, or correcting rate changes without digging through settings.
Draft a professional note to attach to the estimate. CoPilot writes it based on the context of what you are quoting — warranty details, scope clarifications, thank-you messages, scheduling notes.
Require an upfront payment and set the deposit amount directly from the sidebar. “50% deposit” or “$500 deposit upfront” — applied to the estimate and reflected in the client-facing total.
Flag a service as optional so the customer can choose whether to add it when they accept the estimate. Great for upsell add-ons: “mark gutter cleaning as optional add-on.”
Free-form prompts too: Beyond the six quick actions, the CoPilot chat box accepts any prompt. “Move the pressure-washing line above the painting line.” “Change the job description to mention soft-wash instead of power-wash.” “Bump the price on the windows line by 15%.” If it is a valid edit to the estimate, CoPilot executes it.
Auto Accept / Review toggle: Decide whether CoPilot writes changes to the estimate immediately or stages them for your approval first. Auto Accept is faster for field use — Review mode is safer when a new hire is generating client-facing quotes.
CoPilot reads the full context of the estimate before executing a prompt. If you have already applied a customer-specific ClientHub discount, asking CoPilot to “add the usual spring bundle” will respect that discount. If the estimate is linked to a deal in your pipeline, CoPilot uses the deal’s notes and custom fields when drafting client messages. If the job site has been measured via MapMeasure Pro, prompts like “add mulch for all the beds” can reference the actual square footage rather than guessing.
QuoteIQ ships three AI tools that get confused with each other. They solve different problems. All three are included on every plan and share the same IQ Credit pool.
Scope: The estimate or invoice you are editing.
Chat-based assistant that lives in the document editor. Executes edits on the specific estimate or invoice in front of you — adds services, sets discounts, drafts client messages.
Scope: The entire CRM.
Standalone chat surface that can do anything across QuoteIQ — create estimates from scratch, schedule jobs, send text blasts, pull dashboard data, summarize your week, book follow-ups.
Scope: Generate a brand-new estimate from a photo.
Photo-to-quote generator. Upload a picture of a driveway, window, roof, or lawn — AI Estimator identifies the surface, measures it, and returns a line-itemed estimate you can send.
The typical workflow: Use AI Estimator to generate a rough first draft from a site photo, use AI CoPilot to refine the line items through conversation, then use AI Autopilot to schedule the job, text the client, and add the follow-up to your pipeline. All three tools draw from the same IQ Credit pool.
The three-tool split matters because it matches how contractors actually work. You are rarely sitting at a desk planning an estimate from scratch — you are in a truck, at a property, between jobs, talking to customers. AI Estimator does the heavy lifting when you are standing in front of a property with a phone camera. CoPilot takes over once an estimate exists and needs revision. And AI Autopilot is the command line for everything else — scheduling, texting, running reports, checking cash flow. The three share a credit pool rather than forcing you to pick one.
None of the three replaces the others. Most heavy QuoteIQ users run all three in a typical week. A roofer will use Estimator to pull shingle dimensions from an aerial, CoPilot to apply the insurance deductible as a discount line, and Autopilot to send the follow-up text to the adjuster. A lawn-care operator will use Estimator for the mowing square-footage, CoPilot to add recurring-frequency discounts, and Autopilot to run the Monday route dispatch. The tool is the one that fits the job at hand.
Editing an estimate through menus — click the line, change the price, recalculate tax, open the notes panel, type a message, save — typically runs 5–10 minutes per meaningful revision. A CoPilot prompt like “add a $50 tip line and write a thank-you note” executes the same edits in roughly 30 seconds. For a contractor running 30–50 estimates per month with multiple revisions per quote, the math adds up fast.
Example math: 40 estimates per month × 2.5 revisions average = 100 revisions. At a conservative 7 minutes per manual revision: roughly 11.5 hours per month on estimate editing alone. With CoPilot at ~30 seconds per revision: about 50 minutes per month. Net savings: 10+ hours monthly returned to the field.
The bigger win is speed-to-send: Across home-service industries, the contractor who sends the estimate first wins disproportionately often. CoPilot lets you voice-edit an estimate from the truck between jobs, send it while still on-site, and beat competitors who are waiting until they are back at the office to revise quotes by hand.
Voice mode matters: CoPilot accepts voice prompts, not just typed. For contractors doing job walkthroughs, that means editing the estimate without stopping to type on a phone screen. Walk the property, dictate edits, hit send before you pull out of the driveway.
Faster quoting compounds through the funnel. Estimates sent same-day get signed sooner, and signed estimates become invoices sooner — which means cash flow moves faster across the whole operation. The hours you save on estimate editing do not just buy you free time; they buy you more closed jobs and shorter payment cycles. That is why most QuoteIQ customers who adopt CoPilot keep it on Auto Accept mode after the first week.
AI CoPilot is included on every QuoteIQ plan — including Essentials at $29.99. Each plan comes with a pool of IQ Credits shared across CoPilot, Autopilot, Estimator, and the rest of the AI stack. Each CoPilot prompt consumes a small number of credits depending on complexity.
| QuoteIQ Plan | Price / Month | AI CoPilot | IQ Credits Included | Best For |
|---|---|---|---|---|
| Essentials | $29.99 | ✓ Included | 500 IQC | Solo operators |
| Beginner | $74.99 | ✓ Included | 1,500 IQC | 1–2 user teams |
| Pro | $149.99 | ✓ Included | 3,000 IQC | 3–4 user teams |
| Elite | $299 | ✓ Included | 5,000 IQC | Growth-stage teams (5–7 users) |
| Max | $699 | ✓ Included | 8,000 IQC | Established multi-crew operations (unlimited users) |
Annual billing saves two months (pay for 10, get 12). IQ Credits reset monthly. Top-up packs are available if you exceed your plan’s monthly pool. A credit or debit card is required to start any plan or trial.
CoPilot works across every trade QuoteIQ supports because it operates on whatever estimate or invoice you have open. A few field-tested examples:
Mid-diagnostic on a residential AC job: “Add capacitor replacement, $180, and a refrigerant recharge line at $220. Draft a note explaining why the system is undersized.”
After walking a burst-pipe job: “Add emergency call-out fee $150, shutoff valve replacement $95, drywall repair as an optional add-on. 25% deposit. Tax-exempt since customer is on municipal job.”
Finalizing a recurring mowing contract: “Add spring aeration as optional, bump the fertilization line by 15%, write a note confirming the bi-weekly schedule starts April 5.”
Two-story house wash with add-on upsells: “Add house wash $450, driveway cleaning $175, mark roof soft-wash as optional at $380. Draft a friendly note about the chemical we use being pet-safe.”
Insurance-claim roof replacement: “Add tear-off, underlayment, drip edge, architectural shingles, ridge cap. Apply the deductible as a discount line. 50% deposit required after mortgage endorsement.”
Initial + quarterly recurring plan: “Add one-time initial treatment $225, recurring quarterly at $95, mark termite inspection as optional. Tax rate for residential service.”
The other major FSM platforms ship AI tools, but none of them ship a chat-based editor that executes edits on the estimate you are working on. Most competitor AI tools are advisory (they tell you what to do) rather than executive (they do it for you).
| Capability | QuoteIQ AI CoPilot | Jobber Copilot | Housecall Pro AI Team |
|---|---|---|---|
| Chat interface inside estimate editor | ✓ Native sidebar | — | — |
| Edits the document via chat prompts | ✓ Executes edits | Advisory only (suggestions) | Advisory only (answers questions) |
| Voice prompts | ✓ | — | — |
| Quick-action cards (add service, discount, tax, deposit, etc.) | ✓ 6 cards | — | — |
| Auto Accept / Review toggle | ✓ | — | — |
| Draft client-facing messages from context | ✓ | Marketing Suite only ($79/mo add-on) | Marketing AI (separate tool) |
| Included on starter plan | ✓ Essentials $29.99 | ✓ Core $39 | Marketing & Help AI on Basic $59; CSR AI is paid add-on |
| Available on all plans | ✓ | ✓ | ✓ (CSR AI call answering is paid add-on) |
Honest read: Jobber Copilot is marketed as a built-in advisor that analyzes business activity and surfaces recommendations and insights — it provides suggestions, spots opportunities, and helps contractors make informed decisions. It does not execute edits inside an estimate. Housecall Pro AI Team consists of five specialized assistants: CSR AI (24/7 call answering — paid add-on), Marketing AI (drafts emails, service descriptions, invoice and estimate messaging), Analyst AI (data-driven business reports), Coach AI (business guidance), and Help AI (Housecall Pro support questions). Marketing AI can draft text for estimates via their “Write it for me” feature, but it does not operate as a conversational sidebar that restructures line items, applies discounts, or changes tax rates on the estimate you have open.
The naming overlap (“Copilot” and “Copilot”) makes these products look like competitors on a spec sheet when they are solving different problems entirely. The question to ask is not “whose AI is smarter” but “what does the AI actually do.” For Jobber and Housecall Pro, the AI sits outside the document and tells you things. For QuoteIQ, the AI sits inside the document and does things. If your bottleneck is not information (knowing what to do) but execution time (doing it fast enough), a chat-based editor like CoPilot is the architecture that moves the needle. See the full breakdowns on the Jobber comparison, Housecall Pro comparison, and ServiceTitan comparison pages.
AI CoPilot is included on every QuoteIQ plan, starting at $29.99/month. Start your 14-day free trial today.
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4 steps. Most contractors are voice-editing estimates within 10 minutes of signup.
Sign up at admin-quoteiq.web.app/register. A credit or debit card is required to start. No charge for 14 days.
Create or open any estimate or invoice in QuoteIQ. The AI CoPilot sidebar is on the right side of the editor.
Tap a quick-action card or tap the microphone. Tell CoPilot what to add, discount, or draft. It executes in seconds.
Toggle Auto Accept for speed or Review for approval before writes. Hit send when the estimate is ready.
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