Give your customers 24/7 self-service access to estimates, invoices, appointments, and service requests — without a single phone call. Built into every QuoteIQ plan.
The QuoteIQ client portal for contractors gives every customer a secure, branded hub where they can see everything related to their account — estimates you’ve sent, invoices owed, upcoming appointments, and the status of every job — without calling your office, texting your personal phone, or downloading any app.
You send a portal link from any contact profile in QuoteIQ via SMS. One tap, and they’re in. No login to create. No password to remember. Just instant access to their account on any device.
The client portal for contractors in QuoteIQ includes a service request system where your existing customers can submit new work requests directly from their portal. They describe the job, and it lands in a dedicated Service Requests section inside your QuoteIQ app.
This turns your existing customers into a recurring revenue pipeline. Instead of hoping they call you back for their next job, they request it through the portal while they’re thinking about it — at 10 PM on a Sunday, at 6 AM before work, whenever.
Every estimate you’ve sent — with line items, pricing, options, and approval status. Customers approve directly from the portal.
Open invoices with pay-now links, plus complete billing history. Customers see what’s owed and what’s paid at a glance.
Upcoming jobs with dates, times, and service details. Fewer “when are you coming?” calls because the answer is already there.
A simple form to submit new work requests. The customer describes what they need, and it arrives in your QuoteIQ dashboard instantly.
Customers see whether their job is scheduled, in progress, or completed — without calling to check. Reduces inbound calls significantly.
Fully responsive — works on iPhones, Android phones, tablets, and desktops. No app download required. Just a link and a browser.
| Feature | QuoteIQ | Jobber | Housecall Pro |
|---|---|---|---|
| Client Portal included | ✓ All plans | Grow+ only | Higher tiers |
| Starting price with portal | $29.99/mo | $349/mo | $129+/mo |
| Customer service requests | ✓ | ✓ | ✗ |
| SMS portal link delivery | ✓ | ✓ | ✓ |
| Portal appearance customization | ✓ Colors + branding | ✗ | ✗ |
| Customer overrides (per-customer) | ✓ | ✗ | ✗ |
| Custom menu links (up to 5) | ✓ | ✗ | ✗ |
| AI CRM Autopilot (35+ tools) | ✓ All plans | ✗ | ✗ |
Go to any customer’s contact profile in QuoteIQ. The Client Portal option is already there — no setup needed.
Tap to generate a secure link and send it via SMS directly from QuoteIQ, or copy the link to share however you prefer.
Your customer opens the link on any device and instantly sees their estimates, invoices, appointments, and can submit new service requests.
QuoteIQ’s Client Portal is a self-service hub where your customers can view estimates, invoices, scheduled appointments, and submit new service requests without calling your office. You send a secure link via SMS directly from any contact profile in QuoteIQ, and the customer accesses their portal instantly from any device — no app download required.
From any contact profile in QuoteIQ, tap the Client Portal option to generate a secure link. You can send it via SMS directly from the app or copy the link to share through any channel. The customer receives a unique URL that gives them access to their account, estimates, invoices, and appointments.
Yes. Customers can submit new service requests directly from their Client Portal. These requests appear in a dedicated Service Requests section inside your QuoteIQ app with real-time updates, search filtering, and status management so nothing gets missed.
The Client Portal is available on all QuoteIQ plans. Essentials starts at $29.99/mo (1 user), Beginner at $74.99/mo (2 users), Pro at $149.99/mo (4 users), Elite at $299/mo (7 users), and Max at $699/mo (unlimited users). Every plan includes a 14-day free trial.
Yes. Portal Visibility settings let you toggle sections on or off globally (Estimates, Invoices, Appointments, Inspections, Requests, Request Service). You can also set per-customer overrides so specific customers see different sections than your global defaults. Portal Appearance lets you match the sidebar colors to your brand, and you can add up to 5 custom menu links.
Jobber offers a Client Hub on their Grow plan starting at $349 per month. Housecall Pro includes a basic customer portal on higher tiers. QuoteIQ includes the Client Portal on every plan starting at $29.99 per month — the most affordable client portal for contractors in the field service CRM market. QuoteIQ also includes portal appearance customization, per-customer overrides, and custom menu links that competitors don’t offer.
Yes. The Client Portal is fully responsive and works on any smartphone, tablet, or desktop browser. Your customers do not need to download any app — they access their portal through a web link you send them.
Yes. Customers can view and pay outstanding invoices directly from the portal using the same Stripe-powered payment system as regular QuoteIQ invoice links. All standard payment methods are supported.
Start your 14-day free trial and see why 40,000+ home service contractors trust QuoteIQ. Client Portal included on every plan starting at $29.99/month.
20+ year pressure washing business owner, published author, and Citadel graduate. Built multiple seven-figure service businesses before co-founding QuoteIQ to solve the software problems he experienced firsthand.
Serial entrepreneur, pressure washing business owner, and one of YouTube’s most-watched voices on self-employment. 500M+ views teaching contractors how to start and scale service businesses.
“This app makes managing client interactions, quotes, and follow-ups effortless for home service professionals.”
“It’s easy to use, highly reliable, and keeps client records, scheduling, payments, and reporting in perfect order.”
“The quick quotes, digital signatures, and clear records make my home services professional and extremely client-friendly.”
Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
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