Give your customers 24/7 self-service access to estimates, invoices, appointments, and service requests — without a single phone call. Included on the Pro, Elite, and Max plans.
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.
| Portal Capability | QuoteIQ | Jobber | Housecall Pro |
|---|---|---|---|
| View estimates, invoices & appointments | ✓ | ✓ | ✓ |
| Approve estimates & pay invoices in-portal | ✓ | ✓ | ✓ |
| Customer submits new service requests | ✓ | ✓ | Not published |
| SMS portal link delivery from contact profile | ✓ | Not published | Not published |
| Inspection reports visible to the customer | ✓ | Not published | Not published |
| Portal appearance customization (your colors) | ✓ Sidebar + accents | Not published | Not published |
| Per-customer visibility overrides | ✓ | Not published | Not published |
| Custom menu links (up to 5) | ✓ | Not published | Not published |
| Before & after job photo galleries in-portal | ✓ | Not published | Not published |
| Built-in “Leave a Review” link | ✓ | Not published | Not published |
| Portal activity tracking (who viewed what) | ✓ | Not published | Not published |
Competitor rows reflect what Jobber and Housecall Pro list on their own published pricing and feature pages as of July 2026. “Not published” means the capability is not documented on those pages — it does not assert the capability is absent. Verify current details on each vendor’s own site before making a decision.
| Plan | Monthly | Users | Client Portal |
|---|---|---|---|
| Essentials | $29.99 | 1 | Not included |
| Beginner | $74.99 | 2 | Not included |
| Pro ENTRY POINT | $149.99 | 4 | ✓ Included |
| Elite | $299 | 10 | ✓ Included |
| Max | $699 | Unlimited | ✓ Included |
Already on Essentials or Beginner? Upgrading to Pro takes seconds from your account settings. Every customer record, estimate, invoice, payment, and photo carries over intact, and the Client Portal becomes available immediately. You are charged the prorated difference for the remainder of your current billing period. Annual billing on any plan is 2 months free.
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 included on three of QuoteIQ’s five plans: Pro at $149.99/mo (4 users), Elite at $299/mo (10 users), and Max at $699/mo (unlimited users). It is not included on Essentials ($29.99/mo, 1 user) or Beginner ($74.99/mo, 2 users). Pro is the entry point for the Client Portal, and it also brings ClientHub with a business phone number and two-way texting, Email & Text Automation, Job Costing, and the QuickBooks integration — so most contractors who want a customer-facing portal are already looking at Pro for other reasons. If you are currently on Essentials or Beginner, upgrading takes seconds from your account settings and every record carries over intact, with the portal becoming available immediately. Every plan includes a 14-day free trial, and a credit or debit card is required to start.
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.
Yes — both do, and it is worth being straight about that. Jobber lists Client Hub across all four of its plans, including Core, on its published pricing page, and describes it as a self-serve experience where clients approve quotes, check appointment details, and pay invoices. Housecall Pro also provides a customer-facing portal. So the honest comparison is not who has a portal; it is what the portal does. QuoteIQ’s Client Portal adds capabilities that neither competitor documents on their published feature pages: portal appearance customization so the sidebar matches your brand colors, per-customer visibility overrides so you can show different sections to different accounts, up to 5 custom menu links pointing anywhere you choose, inspection reports viewable by the customer, before-and-after job photo galleries, a built-in “Leave a Review” link, and an Activity tab showing which customers opened what. QuoteIQ’s portal is included on Pro, Elite, and Max. Check each vendor’s own pricing page for current details before deciding.
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 is included on Pro, Elite, and Max.
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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Competitor Comparisons
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