What is contractor inventory management software?

Contractor inventory management software helps service businesses track materials, parts, and equipment across multiple locations like warehouses, trucks, and job sites. QuoteIQ's Inventory Management handles product tracking, stock alerts, purchase orders, supplier management, and transaction history—all in one platform.

How does QuoteIQ's Inventory Management work?

QuoteIQ tracks inventory across all your locations in real-time. Add products to your registry, set reorder points, create purchase orders, and record transactions as materials move between locations. Everything syncs instantly across mobile and web.

Can I track inventory across multiple locations?

Yes. Create locations for warehouses, service trucks, job sites, offices, or storage units. View stock levels at each location and transfer materials between them with a tap.

Does QuoteIQ alert me when stock is low?

Yes. Set reorder points for any product and QuoteIQ displays stock status indicators—green for in stock, orange for low stock, red for out of stock. You'll always know when it's time to reorder.

Can I create purchase orders in QuoteIQ?

Yes. Create purchase orders with supplier, delivery date, destination location, and line items. Orders move through Draft, Confirmed, and Received stages. When marked as Received, inventory updates automatically.

How do I track inventory on service trucks?

Create a location for each service truck. View what's on each vehicle before dispatching, transfer parts from warehouse to truck with Issued transactions, and track usage as techs complete jobs.

Can I track damaged or lost inventory?

Yes. QuoteIQ includes Damaged and Loss transaction types. Record what was damaged or lost, add notes explaining what happened, and maintain a complete audit trail for accountability.

Does QuoteIQ track inventory costs?

Yes. Set cost per unit for every product and see total inventory value across all locations. Track spending per supplier and monitor inventory investment in real-time.

Can I manage suppliers in QuoteIQ?

Yes. Build a vendor database with contact information, link suppliers to products they provide, and view purchase order history per vendor. Track spending and order frequency over time.

What types of inventory transactions can I record?

QuoteIQ supports six transaction types: Receipt (from suppliers), Returned (materials coming back), Issued (transfers between locations), Damaged, Loss, and Adjustment (manual corrections).

Does contractor inventory management software work for HVAC businesses?

Yes. HVAC contractors use QuoteIQ to track parts across service trucks, know what's on each vehicle before dispatching, reduce mid-day supply runs, and document damaged parts for supplier claims.

Can plumbing contractors use QuoteIQ for inventory?

Yes. Plumbers use QuoteIQ to track fittings, pipes, and parts across trucks and warehouses, transfer materials between vehicles, and ensure techs always have the right parts for each job.

Is QuoteIQ good for electrical contractor inventory?

Yes. Electrical contractors use QuoteIQ to manage parts and materials across locations, track stock levels on service trucks, create purchase orders for suppliers, and maintain complete audit trails.

Can I track inventory for multi-location businesses?

Yes. QuoteIQ provides company-wide visibility into total inventory, tracks materials at each location, enables transfers between locations, and helps with aggregate ordering for better pricing.

Can I access inventory from my phone?

Yes. QuoteIQ's mobile app gives full access to inventory management. Check stock levels, view truck inventory, and record transactions from anywhere—all syncing in real-time.

Does inventory sync across devices?

Yes. All inventory updates sync instantly across mobile and web. Your office and field teams always see the same accurate, up-to-date data.

Can I do physical inventory audits in QuoteIQ?

Yes. Count items at any location, compare to system quantities, and create Adjustment transactions to fix discrepancies. Add notes documenting reasons for any adjustments.

Which QuoteIQ plan includes Inventory Management?

Inventory Management is available on QuoteIQ Elite plan, which also includes employee management, route optimization, InstaQuote, InstaSchedule, and all Pro features.

How much does QuoteIQ Inventory Management cost?

Inventory Management is included in QuoteIQ Elite at $189.99/month or $1,880/year. No additional fees or add-ons required—everything is included.

Is there a free trial for QuoteIQ?

Yes. QuoteIQ offers a 14-day free trial with full access to Elite features including Inventory Management. Credit card is required to start the trial.

How is contractor inventory management software different from spreadsheets?

Spreadsheets require manual updates, don't sync across devices, and can't alert you to low stock. QuoteIQ updates in real-time, syncs automatically, sends alerts, and provides a complete audit trail.

Can I set different reorder points for different products?

Yes. Each product in QuoteIQ can have its own reorder point. When stock drops below that threshold, the status indicator changes to orange (low stock) to alert you.

How do I transfer parts from warehouse to truck?

Create an Issued transaction specifying the product, quantity, source location (warehouse), and destination location (truck). QuoteIQ automatically updates stock at both locations.

Can I see transaction history for each product?

Yes. Every product has a complete transaction history showing all receipts, transfers, adjustments, damages, and losses. See when, where, and by whom each transaction was made.

Does QuoteIQ integrate with other software?

QuoteIQ integrates with Stripe for payments, Google Calendar for scheduling, and QuickBooks (Elite plan) for accounting. Inventory data can be exported as needed for other systems.

#1 Contractor
Pipeline Software

QuoteIQ’s Pipelines feature gives you a visual system to track every deal from first contact to closed job—so nothing falls through the cracks.

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Pipelines

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Contractor Pipeline Software
That Helps Close More Jobs

Create Pipelines

Build custom pipelines that match how your contracting business actually works. Create unlimited pipelines for different services, set your own stages with probability percentages, and configure everything to fit your sales process. No templates to fight—just flexible contractor pipeline software.

Track Stock Levels

Custom
Stages

Create unlimited stages that match your exact sales process from initial lead to closed job with drag-and-drop reordering.

Probability Weighting

Assign close percentages to each stage for realistic revenue forecasting based on HubSpot’s proven methodology.

Multiple
Pipelines

Create separate pipelines for different services like pressure washing, painting, or holiday lighting installations.

Edit
Anytime

Modify pipeline stages, probabilities, and names whenever your process changes without losing existing deal data.

Deal Management

Track every opportunity from first contact to signed contract with QuoteIQ’s deal management system. Create deals in seconds, attach customer information and estimates, assign team members, and move deals through stages with simple drag-and-drop. Know exactly where every potential job stands instantly.

Deal Management

Quick Deal Creation

Create new deals with name, amount, close date, priority, and notes in under 30 seconds from any device.

Drag-and-Drop Movement

Move deals between stages instantly by dragging cards across your pipeline board for fast status updates.

Customer Attachment

Link deals directly to existing QuoteIQ customer profiles to access full contact history and details.

Estimate
Linking

Attach QuoteIQ estimates to deals so you can track exactly which quotes are progressing toward closed jobs.

Visual Pipeline Views

See your entire sales pipeline at a glance with QuoteIQ’s visual board and list views. Kanban-style columns show deals organized by stage, while list view gives you sortable table data. Switch between views instantly to analyze your pipeline however works best for your workflow.

Visual Pipeline Views

Board View

Kanban styled board. Visual columns display deals as cards organized by stage with drag-and-drop functionality and stage totals.

List View

Traditional table format shows all deal data in sortable columns for detailed analysis and quick scanning.

Deal Cards

Each card displays deal name, amount, close date, priority badge, and notes preview without clicking through.

Stage Totals

Column footers automatically calculate total deal value and weighted value for each pipeline stage in real-time.

Analytics &
Revenue Forecasting

Make data-driven decisions with QuoteIQ’s built-in pipeline analytics dashboard. See total deal value, weighted forecasts, closed revenue, and average deal age at a glance. Probability-weighted calculations give you realistic revenue projections based on where deals sit in your pipeline—not just wishful thinking.

Analytics & Revenue Forecasting

Total Deal
Amount

View the combined value of all deals across every stage in your pipeline for complete opportunity visibility.

Weighted Forecasting

Realistic revenue projections calculated by multiplying deal amounts by their stage probability percentages.

Closed
Won Tracking

Monitor completed deals that moved to Won status to track actual revenue generated through your pipeline.

Average
Deal Age

See how long deals typically sit in your pipeline to identify bottlenecks and improve your close timeline.

Filtering & Search

Transaction Tracking & Audit Trail

Search
Function

Find deals instantly by searching names and descriptions across your entire pipeline from one search bar.

Owner
Filter

Filter deals by assigned employee to see individual workloads and track accountability across your team.

Date
Filters

Sort pipelines by creation date or last activity date to identify stale deals that need attention or follow-up.

Priority
Filter

Isolate High, Medium, or Low priority deals to focus on the opportunities that matter most right now.

Team & Integration

QuoteIQ Pipelines connects directly to your existing customer data, estimates, and team structure. Assign deals to specific employees for accountability. Link estimates to track which quotes are progressing. Everything works together so your contractor pipeline software fits your actual workflow.

Team & Integration

Employee Assignment

View product availability and stock levels across all locations from your phone or tablet in the field. Access your inventory anywhere!

Estimate
Linking

Attach QuoteIQ estimates to deals so you can track exactly which quotes are progressing toward closed jobs.

Customer Database Sync

Link your pipeline deals to customers already in your QuoteIQ CRM with full access to contact history and job records.

Pipeline
Isolation

Each pipeline keeps deals completely separate so pressure washing leads never mix with painting opportunities.

Pricing made for your team!

Explore QuoteIQ’s pricing tiers & find the right plan for your business.

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Free trial 14 days.

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Monthly

Pipelines
Employee Management
Inventory Management
Online Booking
Mass Campaigns
Customer Self-Services
Requests & Contact Forms
Route Optimization

7 User Limit

The Reason We Built
Pipelines in QuoteIQ

Contractors told us they were losing jobs because opportunities fell through the cracks. Leads came in, quotes went out, but follow-up got buried in sticky notes and forgotten spreadsheets. We built Pipelines because home service businesses deserve real CRM functionality—not enterprise software priced for corporations. Track every opportunity, forecast revenue accurately, and stop losing jobs you should have won.

Frequently Asked Questions

How many pipelines can you create in QuoteIQ?

You can create unlimited amounts of pipelines! QuoteIQ doesn’t put a limit on the amount of custom pipelines you create.

What is contractor pipeline software?

Contractor pipeline software is a visual system that helps home service businesses track opportunities from initial lead to closed job. QuoteIQ’s Pipelines feature lets you create custom stages, move deals through your sales process, and forecast revenue—all built specifically for contractors who need simple tools that work in the field.

How does QuoteIQ's pipeline feature work?

QuoteIQ Pipelines uses a visual board (Kanban-style) where deals appear as cards organized by stage. Create a deal, set the amount and close date, then drag it through stages like “New Lead,” “Quote Sent,” and “Won.” Each stage has a probability percentage for weighted revenue forecasting. Everything syncs across mobile and web in real-time.

Can I create multiple pipelines in QuoteIQ for different services?

Yes. QuoteIQ lets you create unlimited pipelines for different service lines. A pressure washing company might have separate pipelines for residential work, commercial contracts, and fleet washing. Each pipeline has its own stages and keeps deals completely separate so nothing gets mixed up.

What is weighted pipeline value and how does QuoteIQ calculate it?

eighted pipeline value multiplies each deal amount by its stage probability to give realistic revenue forecasts. For example, a $2,500 deal in a “New Lead” stage at 10% probability equals $250 weighted value. QuoteIQ calculates this automatically using the same methodology as HubSpot and other enterprise CRMs.

Does QuoteIQ pipeline software work on mobile devices?

Yes. QuoteIQ’s pipeline feature works on iOS, Android, and web browsers. Create deals, move them between stages, view analytics, and manage your pipeline from anywhere. Mobile and web sync in real-time so your team always sees current information whether they’re in the office or on a job site.

Can I customize the stages in my QuoteIQ pipeline?

Yes. QuoteIQ lets you create unlimited custom stages with your own names and probability percentages. Add, remove, or reorder stages anytime. Unlike rigid templates, you build pipelines that match exactly how your contracting business actually operates—whether that’s 4 stages or 10.

How do I move deals between stages in QuoteIQ Pipelines?

Drag and drop. Click on any deal card in board view and drag it to a different stage column. The weighted values update instantly. You can also click into a deal, edit the stage dropdown, and save. Both methods work on mobile and desktop.

Does QuoteIQ pipeline software integrate with estimates and customers?

Yes. QuoteIQ Pipelines integrates directly with your existing customer database and estimates. Attach any customer to a deal with one click to access their full history. Link estimates to deals so you can track exactly which quotes are progressing toward closed jobs—no duplicate data entry required.

Which QuoteIQ plan includes the Pipelines feature?

Pipelines is included in the QuoteIQ Elite plan at $189.99/month (or $1,880/year with 2 months free). Elite includes 7 users, plus InstaQuote, InstaSchedule, EmployeeHub, Inventory Management, route optimization, and all other QuoteIQ features. No add-ons or extra charges for pipeline functionality.

Can I assign deals to specific employees in QuoteIQ?

Yes. Every deal can be assigned to a specific team member as the deal owner. Filter your pipeline by owner to see individual workloads and track accountability. Deal owners receive visibility into their assigned opportunities based on their role permissions in QuoteIQ.

What analytics does QuoteIQ Pipelines provide?

QuoteIQ’s pipeline analytics dashboard shows six key metrics: Total Deal Amount, Weighted Deal Amount (realistic forecast), Open Pipeline Value, Closed Won revenue, New Deal Amount, and Average Deal Age. All calculations update in real-time as you create, move, and close deals.

Is QuoteIQ pipeline software better than using a spreadsheet?

Yes. Spreadsheets require manual updates, don’t calculate weighted values automatically, can’t attach customer data, and don’t sync across devices. QuoteIQ Pipelines gives you visual organization, automatic forecasting, customer/estimate integration, team assignment, filtering, and real-time mobile access—all in one system.

Can I delete pipelines and deals in QuoteIQ?

Yes. Delete individual deals from the detail view. Delete entire pipelines when they’re no longer needed. QuoteIQ gives you full control to remove outdated data and keep your system clean as your business evolves.

How is QuoteIQ's pipeline feature different from Jobber or Housecall Pro?

Jobber does not have pipeline/deals functionality. Housecall Pro offers limited pipeline features. QuoteIQ provides full CRM-style pipeline management with probability-weighted forecasting (HubSpot methodology), unlimited custom stages, customer/estimate integration, and comprehensive analytics—all included in Elite at $189.99/month versus enterprise CRM pricing.

What industries can use QuoteIQ's contractor pipeline software?

Any home service business can use QuoteIQ Pipelines. Pressure washing, painting, HVAC, landscaping, lawn care, window cleaning, holiday lighting, roofing, plumbing, electrical, handyman services, and 50+ other industries. Create pipelines customized to your specific service lines and sales processes.

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#1 ContractorPipeline Software

Pipelines

Have Questions? Want to Learn More?

Contractor Pipeline SoftwareThat Helps Close More Jobs

Create Pipelines

Track Stock Levels

Custom Stages

Probability Weighting

Multiple Pipelines

EditAnytime

Deal Management

Deal Management

Quick Deal Creation

Drag-and-Drop Movement

Customer Attachment

Estimate Linking

Visual Pipeline Views

Visual Pipeline Views

Board View

List View

Deal Cards

Stage Totals

Analytics & Revenue Forecasting

Analytics & Revenue Forecasting

Total DealAmount

Weighted Forecasting

Closed Won Tracking

Average Deal Age

Filtering & Search

Transaction Tracking & Audit Trail

Search Function

Owner Filter

DateFilters

PriorityFilter

Team & Integration

Team & Integration

Employee Assignment

Estimate Linking

Customer Database Sync

Pipeline Isolation

Pricing made for your team!

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The Reason We Built Pipelines in QuoteIQ

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#1 Contractor
Pipeline Software

Contractor Pipeline Software
That Helps Close More Jobs

Custom
Stages

Multiple
Pipelines

Edit
Anytime

Estimate
Linking

Analytics &
Revenue Forecasting

Total Deal
Amount

Closed
Won Tracking

Average
Deal Age

Search
Function

Owner
Filter

Date
Filters

Priority
Filter

Estimate
Linking

Pipeline
Isolation

The Reason We Built
Pipelines in QuoteIQ