QuoteIQ’s Roles & Permissions system gives you granular control over 28 screens and 88 individual permissions. Pre-built roles for technicians, managers, and office staff — or create custom roles tailored to your business.
QuoteIQ comes with pre-built roles that have recommended permissions already selected. Use them as-is or customize any permission for any role.
For crew members who need job details, clock in/out, and status updates — nothing else.
For team members creating estimates, upselling, and communicating with leads and clients.
For trusted admins managing operations, scheduling, invoicing, and team coordination.
Full access to every screen, feature, and financial function across the entire platform.
QuoteIQ does not use broad “admin vs user” access levels. Every screen — from Estimates to Virtual Call Team to Expenses — has individual View, Create, Edit, and Delete toggles. A technician can view their assigned calendar events without seeing prices. A sales rep can create estimates without deleting invoices.
28 Screens × Individual Toggles
View • Create • Edit • Delete • Share — per screen
Pre-built roles are a starting point. Create unlimited custom roles with any combination of permissions — a “Lead Estimator” who can create but not delete estimates, a “Dispatcher” who sees the calendar and employee locations but not financials, or a “Bookkeeper” who only accesses invoices, expenses, and QuickBooks sync.
Custom Roles
Unlimited roles • Any permission combo • Modify anytime
10 estimate permissions + 8 invoice permissions. Control who sees prices, creates quotes, and marks invoices as paid.
11 calendar permissions. “View Assigned Events Only” lets techs see only their jobs, not the full schedule.
Control who can add, edit, or delete employees. Separate permissions for timesheets, crews, and payroll.
6 permissions for inspection forms — view, create, edit templates, delete templates, and share.
3 permissions — view logs, manage logs, and manage agents. Keep AI call management in the right hands.
5 permissions including “Manage Expense Types” — let team members log expenses without changing categories.
QuoteIQ is the only field service CRM with a full AI suite — estimating, photo generation, natural language control, automated text, and 24/7 AI call answering. All powered by IQ Credits on every plan.
Upload a photo, answer 5 smart questions, get a market-accurate estimate with confidence scoring in 30 seconds.
All PlansGenerate realistic before & after photos to attach to estimates and invoices. Boost approvals by 64%.
All PlansControl your entire CRM with natural language. Create estimates, send invoices, text customers — just tell it what to do.
All PlansAI answers your calls 24/7, qualifies leads, takes messages, and makes outbound calls. Every call recorded and transcribed.
All PlansGenerate professional messages, estimate descriptions, and customer communications with one tap inside any text field.
All PlansThe full AI toolkit in one view — AI Estimator, Before & After Generator, and AI Text Generator working together.
All PlansQuoteIQ’s Roles & Permissions system lets you control exactly what each employee can see and do across 28 screens and 88 individual permissions. Choose from 4 pre-built roles (Field Technician, Sales Rep, Office Manager, Owner) or create unlimited custom roles with any combination of permissions.
Roles & Permissions are available on the Elite ($299/mo, 7 users) and Max ($699/mo, unlimited users) plans. These are the plans that include EmployeeHub and full team management features.
QuoteIQ has 88 individual permissions across 28 screens. Each screen has its own set of toggles — Estimates has 10, Calendar has 11, Invoices has 8, QuoteIQ Cam has 6, Expenses has 5, and so on. Every permission can be toggled on or off per role.
Yes. You can create unlimited custom roles with any combination of the 88 permissions. Start from a pre-built role and modify it, or build a new role from scratch. Roles can be changed at any time as employees move between positions.
Yes. The Calendar screen has a “View Assigned Events Only” permission that shows technicians only their assigned jobs — not the full company schedule. Combined with “Edit Assigned Events Only” and “Mark Assigned Events Only As Done,” you can lock field techs to their own work.
Yes. Both the Estimates and Calendar screens have a separate “View Prices” permission. Turn it off and the employee can see the job details, schedule, and customer info — but not any dollar amounts.
Jobber offers user permissions on its Connect Teams plan ($169+/mo) but with fewer individual toggles. Housecall Pro has basic role-based access. Neither offers 88 individual permissions across 28 screens with the granularity QuoteIQ provides — including separate controls for “View Assigned Events Only,” per-screen price visibility, and individual template management.
Yes. Start a 14-day free trial on the Elite or Max plan and you get full access to Roles & Permissions along with all other team management features. Credit or debit card required to start.
Join 40,000+ contractors who control exactly what their team can see and do.
Book Your Free Demo →Start your 14-day free trial on the Elite or Max plan. Credit or debit card required.
Add employees through EmployeeHub. Each employee gets their own login.
Assign a pre-built role (Technician, Sales Rep, Office Manager, Owner) or create a custom role.
Toggle individual permissions on or off for each role. Employees only see what you allow.
20+ year service business owner, Citadel graduate, published author, and YouTube educator with 580,000+ subscribers teaching contractors how to start, grow, and scale home service businesses.
Read Expert Profile →Serial entrepreneur and creator of Forever Self Employed with 700,000+ YouTube subscribers. Background in Facebook advertising and lead generation for home service businesses.
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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
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
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QuoteIQ Partners
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Press & Media
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