Published February 2026 · Updated September 2026
Send seasonal promotions, service reminders, and re-engagement campaigns to your whole customer list — or to a specific segment using Tags. Text blast, email blast, or both, sent from the same CRM that already holds every customer you have ever quoted.
QuoteIQ’s Mass Text & Email Blasts let a home service contractor send one promotional SMS or email to every customer in the database — or to a filtered slice of it using Tags — without exporting a list or paying for a separate marketing platform. Campaigns are built inside the CRM, personalized with custom variables so each message carries the customer’s own name, and delivered through the contractor’s own Twilio account for SMS and SendGrid account for email. Mass blasts are included on the Elite plan at $299/month (10 users, 5,000 IQ Credits) and the Max plan at $699/month (unlimited users, 8,000 IQ Credits). Replies land back in ClientHub, so a promotion that starts as a blast finishes as a real conversation.
TL;DR: Mass blasts turn the customer list you already built into a booking channel. Segment with Tags, personalize with variables, and send SMS, email, or both in one campaign. It sits alongside Email & Text Automations (event-triggered, Pro and above), ClientHub two-way texting, Review Multiplier, InstaQuote, InstaSchedule, Pipelines & Deals and Business Analytics on Elite and Max. Before the first send, register for A2P 10DLC through Twilio and follow the FTC’s CAN-SPAM rules for email and the FCC’s consent guidance for texts.
Mass Text & Email Blasts unlock at Elite ($299/month, 10 users, 5,000 IQ Credits) and Max ($699/month, unlimited users, 8,000 IQ Credits). They are not part of Essentials ($29.99), Beginner ($74.99) or Pro ($149.99). Annual billing gives two months free — Elite runs $2,990/year against $3,588 paid monthly.
Write the message, pick the audience, hit send. QuoteIQ hands each message to your connected gateway and logs the result against the customer record.
Name the campaign, write the message, and choose SMS, email, or both. Custom variables personalize every message automatically, and the AI Text Generator drafts the copy if you would rather not stare at a blank box.
Send to the whole client database or filter by Tags — residential versus commercial, last year’s gutter customers, a single service type, or one neighborhood you want to saturate.
SMS goes out through your connected Twilio number once A2P 10DLC registration clears; email goes out through your verified SendGrid sender. MMS is supported, so a before-and-after photo can ride along with the offer.
Delivery is logged per campaign, and every customer reply lands in ClientHub as a normal thread — ready to convert into an estimate, a scheduled job, or an invoice.
Mass blasts are gateway-connected, not gateway-free. You bring your own Twilio account (Account SID, auth token, a registered number, and A2P 10DLC registration) for SMS and your own SendGrid account (API key and a verified sender) for email. Carrier and provider fees are yours, billed by Twilio and SendGrid at their published rates — check Twilio’s U.S. SMS pricing and SendGrid’s plans for current figures. What QuoteIQ adds is the segmentation, the personalization, the send, and the reply routing.
The Create Campaign screen puts everything on one page — campaign name, message type, message body with custom variable tags, and audience selection by Tags. There is no separate marketing platform to learn and no export-import loop between your CRM and a mailing tool. The customer list that powers the blast is the same client database your standard estimates, quick estimates and invoices already run on, so a customer who paid an invoice this morning is reachable by name this afternoon.
Every mass text and email uses custom variables, so each customer sees their own name and your company name rather than a generic broadcast. That is the practical difference between a message that gets deleted and one that books a job. The same personalization tags used by Email & Text Automations work here, so the voice of a one-off promotion matches the voice of your automated reminders and tasks and your e-signature requests.
Every blast is logged and trackable. You can see what went out, to which segment, and when — and when a customer answers, the reply appears in ClientHub instead of a shared inbox nobody watches. Because marketing and operations share one database, a promotion can flow directly into Pipelines & Deals for follow-up, a calendar slot, and a route-optimized day rather than a spreadsheet somebody has to reconcile later.
Seasonal promotions, service reminders, holiday specials and win-back campaigns — sent to exactly the right slice of the list instead of everyone at once.
Spring house washing, fall gutter cleaning, winter salt runs. Tag by service type and send only to the customers who bought that service before — the same segments that make pressure washing and gutter cleaning calendars fill early. Price the offer first with the pressure washing cost calculator.
Pre-holiday deep cleans, New Year discounts, and December light installs booked in November. Time-limited offers fill the slow weeks — check margins on the Christmas light installation calculator before you discount, and point the campaign at your holiday lighting segment.
Annual maintenance is the cheapest revenue you will ever book. Remind last year’s customers that it is time again — lawn treatments, HVAC tune-ups, pest control reapplications — then convert the replies into recurring invoice subscriptions.
Every contractor has a pile of estimates that never closed. Tag them, send a short “we still have room this month” text, and watch deals that looked dead reopen. Track the recovered revenue in analytics so you know what the campaign was worth.
Added soft washing or window cleaning? Your existing customers are the easiest people alive to sell it to. Announce it to the full list, then let InstaQuote and InstaSchedule take the orders while you are on a ladder.
Blast your best-tagged customers a referral offer and stack it with Review Multiplier so the same happy customer leaves a review and sends a neighbor. The SBA’s marketing guidance makes the same point: existing customers are the cheapest demand you have.
Home maintenance is a repeat purchase, not a one-off. Bureau of Labor Statistics Consumer Expenditure Survey data shows housing absorbs roughly a third of the average household’s annual spending, and the 2024 breakdown puts housing and transportation together at 50% of all household spending. The customers already in your database will spend that money on their homes again this year — the only question is whether they hear from you first.
Mass messaging is regulated. Three things to get right before a single blast goes out — none of them take long, and skipping them is how numbers get filtered.
U.S. carriers require Application-to-Person registration on 10-digit long codes before a business can send at volume. Twilio runs the registration on your brand and campaign. Unregistered traffic gets filtered, so do this first — the industry rulebook is CTIA’s Messaging Principles and Best Practices.
Marketing texts need prior express written consent, and every recipient needs a working opt-out. The FCC’s guidance on unwanted calls and texts is the plain-English version. Capture consent where the customer already signs — your website contact forms, e-signature flows, or the Client Portal.
Commercial email needs an accurate sender line, a physical mailing address, and a one-click unsubscribe that you honor. The FTC’s CAN-SPAM compliance guide lays out all of it in seven rules, and SendGrid’s verified-sender setup covers the authentication half.
Every plan includes a 14-day free trial of the plan you choose. Annual billing runs two months free across the ladder.
| Plan | Monthly | Annual | Users | IQ Credits | Mass blasts |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | Not included |
| Beginner | $74.99 | $749.99 | 2 | 1,500 | Not included |
| Pro | $149.99 | $1,499.99 | 4 | 3,000 | Not included |
| Elite | $299 | $2,990 | 10 | 5,000 | Included |
| Max | $699 | $6,990 | Unlimited | 8,000 | Included |
The same $299/month that unlocks mass blasts also unlocks InstaQuote, InstaSchedule, Pipelines & Deals, Inventory Management, Route Optimization — which cuts drive time 15–30% — Route Density, and EmployeeHub with Time Tracker Pro, GPS location tracking and Team Communication. Max at $699/month adds unlimited seats, the Sales Team Tracker, crews, the AI Website Builder and four additional businesses.
They are two different tools on two different plan tiers, and most contractors eventually run both.
| Mass Text & Email Blasts | Email & Text Automations | |
|---|---|---|
| What fires it | You do, manually, when you decide to run a promotion | A customer event — estimate created, estimate scheduled, estimate declined, invoice paid |
| Audience | Whole list or a Tag-filtered segment | The one customer who triggered the event |
| Best for | Seasonal offers, announcements, win-backs, referral pushes | Quote follow-ups, payment nudges, review requests, long-tail reactivation up to 24 months out |
| Plan | Elite and Max | Pro and above |
| Feature page | This page | Email & Text Automations |
Blasts create the spike, automations catch what the spike produces, and ClientHub handles the conversation. Add Virtual Call Team for the inbound calls a big send generates, AI Autopilot to move the resulting jobs around by voice, and online payments plus consumer financing so a promotional price does not stall at checkout. Compare the whole platform against other field service tools on the comparison hub.
A discount you have not costed is a discount that loses money. Run the numbers on the home service business calculators first — the lawn care cost calculator, the gutter cleaning calculator, the house cleaning calculator, the HVAC calculator or the tree removal calculator — then check the promotional margin against real costs in Job Costing and Expense Tracking.
Mass blasts work because home service demand is seasonal and predictable. Here is the year most trades actually run, and the segment to aim at in each window.
| Window | Who to target | What to send |
|---|---|---|
| January – February | Commercial accounts and last year’s declined estimates | Contract renewals and early-bird pricing. Commercial property managers set budgets in Q1, and a January email blast to that Tag beats a June phone call. This is also the best month of the year to run a win-back to every quote that never closed — the list is cold, expectations are low, and anything you recover is pure upside for Pipelines & Deals. |
| March – April | Last spring’s customers, by service Tag | Pre-season bookings. House washing, lawn program sign-ups, window cleaning and roof washing. Send the text blast three to four weeks before you actually want the work, because the customer needs time to say yes and you need time to route the day with Route Density. |
| May – June | Anyone tagged residential within a tight geography | Neighborhood saturation offers. If you already have three jobs on one street, blast that Tag with a same-week discount — the drive time is already paid for, so the margin on job four is far better than on job one. Let Route Optimization sequence the result; it cuts drive time 15–30%. |
| July – August | Past customers with no job in 12 months | Mid-summer reactivation and referral pushes. Demand is high enough that you can be choosy, so use this window to raise average ticket rather than to discount. Pair the blast with Review Multiplier so the busy season also builds the review count that carries you through winter. |
| September – October | Gutter, roof and chimney service Tags | Fall maintenance reminders. Gutter cleaning and air duct work sell themselves in October and are a hard sell in December. Price them first on the gutter cleaning cost calculator and the air duct cleaning calculator. |
| November – December | High-value residential customers | Holiday and year-end offers: holiday lighting, pre-guest deep cleans, and prepaid packages that land revenue in the current tax year. In northern markets, this is also when the snow removal Tag gets its contract blast. |
A practical rule: no more than one promotional text per customer per month, and no more than two emails. If you are running six seasonal windows a year, that budget is more than enough — and it keeps opt-out rates low, which matters because opt-outs are permanent. Segmenting properly is what makes a low cadence possible: six well-aimed campaigns to six Tags is six sends, not six blasts to the entire client database.
Tags are the entire targeting system, so a small, disciplined set beats an elaborate one nobody maintains. These four families cover almost every campaign a contractor will ever run.
The single highest-value Tag family. “Gutter Cleaning,” “Roof Wash,” “Lawn Program,” “Duct Clean.” Someone who bought a service once is the warmest possible audience for that same service a year later, and a service Tag is what lets you send the reminder to exactly them. Apply it at the moment you build the estimate, not later — the habit is what makes the data usable. Every estimate type supports it, from a quick estimate to an options estimate.
“Residential,” “Commercial,” “HOA,” “Property Manager.” These change the message completely: a commercial blast talks about scheduling windows, liability and annual contracts, while a residential blast talks about curb appeal and a weekend date. Keeping the two apart is the difference between a professional campaign and one that reads as if it was written for someone else. Commercial replies usually want a formal document, which is where contract attachments and e-signatures matter.
“Quoted – Not Booked,” “Active Customer,” “Lapsed 12mo.” Status Tags power the two campaigns with the best return in the whole playbook: the win-back to dead quotes and the reactivation of customers who quietly stopped calling. Both audiences already know your name and your price, which removes the two hardest objections before the message is even sent. Keep the status in sync with what you see in Deals and on the customer record.
Neighborhood, zip, or route zone. Geography Tags unlock the highest-margin campaign available to a field business: selling more work where the truck is already going. Drive time is the cost most contractors under-count, and a blast aimed at one zone converts into a dense day rather than a scattered one. This is the Tag family that pairs directly with Route Density and Route Optimization.
Do not build Tags for information that already lives somewhere structured — invoice totals, job dates, employee assignment. Those belong in analytics, scheduling and EmployeeHub, and duplicating them as Tags creates two versions of the truth that drift apart within a season. Tags exist to answer one question: who should receive this message?
Audit the Tag list once a quarter. Merge near-duplicates, delete anything used fewer than five times, and settle on one spelling convention. Pull the list with data export and review it in a spreadsheet — ten minutes of cleanup keeps every future campaign accurate. Decide with roles and permissions who is allowed to create new Tags, because uncontrolled tagging is how a clean list turns into forty variants of the same label.
A message that never arrives costs the same as one that does. Most filtering has three causes, and all three are fixable before you send.
| Cause | What happens | The fix |
|---|---|---|
| Unregistered or misregistered A2P traffic | Carriers throttle or silently drop business texts sent from a 10-digit number whose brand and campaign are not registered. You see “sent” and the customer sees nothing. | Complete A2P 10DLC registration through Twilio before the first campaign, and describe your actual use case honestly in the registration. The industry expectations are set out in CTIA’s Messaging Principles and Best Practices. |
| Weak consent and missing opt-out | Recipients who never opted in report the message. Complaint rate is the strongest signal carriers and mailbox providers use, and it follows your number and sending domain. | Collect consent at the point of contact — website contact forms, the Client Portal, or a signed estimate — honor every opt-out immediately, and keep the record. The FCC’s guidance covers the consumer side of the same rules. |
| Unauthenticated email sending | Email blasts from an unverified sender land in spam regardless of content quality, and a poor sender reputation takes weeks to repair. | Verify your sending domain in SendGrid rather than sending from a free mailbox address, include a real physical address and a working unsubscribe, and keep list hygiene tight. The FTC’s CAN-SPAM guide is the checklist. |
| Content that reads like spam | All-caps subject lines, multiple exclamation points, link shorteners and aggressive discount language all raise filtering risk on both channels. | Write like a person texting a customer they have met. Use the customer’s name from a custom variable, name the service, give one link, and stop. The AI Text Generator is useful here precisely because it drafts plainly. |
Track opt-outs as a percentage of each send, not as a raw count. A campaign that shed under 1% of its segment is healthy; one that shed 3% or more was either mis-targeted or too frequent, and the damage compounds because those contacts are gone permanently. Opt-out rate, not open rate, is the metric that tells you whether the segmentation in your client database is doing its job.
Most contractors judge a campaign by how busy the phone felt. Because the blast and the job live in the same system, you can do considerably better than that.
The only number that matters is booked revenue attributable to the send. Tag the customers who responded, then look at what those Tags produced over the following 30 days in Business Analytics — revenue by service, conversion rate and average ticket are all there. A campaign that generated 40 replies and 6 jobs at a high ticket beat one that generated 200 replies and 12 small ones.
Campaign cost is the gateway fees plus the discount you gave away plus the labor to work the replies. Log the provider charges in Expense Tracking and check the discounted jobs in Job Costing, where Total Price minus Labor minus Expenses gives you the actual profit rather than the headline revenue. A promotion that books work below your hourly target is a loss dressed as a win.
A reactivated customer is worth far more than one job. Track whether blast-sourced customers come back, convert to recurring invoice subscriptions, or leave a review through Review Multiplier. That second and third job is usually where the campaign actually pays for itself, and it is invisible if you only measure the week of the send.
In order of how often they show up: (1) blasting the entire list instead of a segment; (2) sending before A2P 10DLC registration clears, so half the messages never land; (3) discounting without costing the offer first on the business calculators; (4) nobody assigned to work the replies, so inbound interest sits in ClientHub for two days and goes cold; and (5) no follow-up path, when an automation could have caught every non-responder automatically. Fix those five and the same list produces materially more work.
The structure matters more than the wording. Each of these is short enough for a single SMS segment and works equally well as the opening of an email.
Name, service, last date, a window, one action. It works because it is not really a promotion — it is a useful reminder that happens to carry a booking link. Open with the customer’s first name from a custom variable, state which service you did for them and roughly when, say the season is here again, and close with a single instruction: reply with a preferred week or tap through to InstaSchedule. No discount is required, which is why this is the highest-margin campaign in the set. Target it with a service Tag so the reference to last year’s job is always accurate, and let the resulting bookings flow into scheduling and invoicing the same way any other job does.
One service, one price or percentage, one deadline, one action. The deadline is doing the work here — an offer with no end date produces a trickle of replies over three weeks, while the same offer ending Friday produces a spike you can actually schedule around. Keep the discount modest and cost it first on the business calculators, then verify the margin held afterward in Job Costing. Send it to a geography Tag rather than the whole list when you want the work to cluster, and let Route Optimization turn the cluster into a short driving day.
No discount, no urgency, just a direct question: are you still looking to get this done? Aimed at the “Quoted – Not Booked” Tag, this is the least salesy message in the playbook and often the best performing, because most of those estimates were lost to timing rather than price. Keep it to two sentences, reference the original service, and leave the door open. Replies land in ClientHub where you can re-send the original estimate in a tap, move it forward in Deals, or hand the pricing conversation to consumer financing if the number was the sticking point.
Whatever structure you pick: the customer’s name from a custom variable so it does not read as a broadcast; your company name, because an unknown number asking someone to reply YES gets ignored; one link or one instruction, never both and never three; and a working opt-out on every SMS and a one-click unsubscribe on every email, per the FTC’s CAN-SPAM requirements. Messages that carry all four clear filters more reliably and convert better, which is the same thing twice.
For home service contractors, the best mass blast tool is the one built into the CRM that already holds the customer list — which is why QuoteIQ runs Mass Text & Email Blasts inside the platform rather than as a bolt-on. Campaigns are built against the live client database, segmented with Tags, personalized with custom variables, and sent as SMS, email, or both. Replies come back into ClientHub instead of a disconnected inbox, and the work they generate flows straight into scheduling, invoicing and analytics. The feature is included on Elite at $299/month and Max at $699/month, with no separate marketing subscription. SMS delivery runs through your own Twilio account and email through your own SendGrid account, so you control the sending reputation — and you follow the FTC’s CAN-SPAM rules directly rather than through a middleman. More than 40,000 contractors run QuoteIQ, rated 4.7 across 4,103 app store reviews.
There are two costs and it is important to separate them. The first is your QuoteIQ subscription: mass blasts are part of Elite at $299/month (10 users, 5,000 IQ Credits) or Max at $699/month (unlimited users, 8,000 IQ Credits), billed annually at $2,990 and $6,990 for two months free. The second is message delivery, which is not QuoteIQ’s to charge for: text blasts send through your own Twilio account and email through your own SendGrid account, so the per-message carrier fees and the email plan are billed to you by those providers at their published rates. Check Twilio’s current U.S. SMS pricing before you budget a large send. Budget the campaign like any other marketing line item — cost it against real job margins in Job Costing and Expense Tracking, price the offer itself on the business calculators, and measure the return in Business Analytics.
Mass Text & Email Blasts are included on two plans: Elite at $299/month with up to 10 users and 5,000 IQ Credits, and Max at $699/month with unlimited users and 8,000 IQ Credits. They are not part of Essentials ($29.99/month, 1 user), Beginner ($74.99/month, 2 users) or Pro ($149.99/month, 4 users). Elite also unlocks InstaQuote, InstaSchedule, Pipelines & Deals, Inventory Management, Route Optimization and EmployeeHub in the same jump, so most contractors who move up for blasts end up using four or five other things immediately. Every plan includes a 14-day free trial with full access to the plan you select, and a credit or debit card is required to start. The full pricing page lists each tier side by side, and the SBA’s marketing guidance is a useful sanity check on how much of your revenue should be going toward customer retention in the first place.
Tags are labels you attach to customers in the client database — “Residential,” “Commercial,” “Gutter Cleaning,” “Past Customer,” or any label your business actually uses. When you build a campaign you choose which Tags to target, and only customers carrying those Tags receive the message. That is the whole mechanism, and it is what separates a blast that books jobs from one that annoys people: a lawn care aeration offer goes to lawn customers, not to the pressure washing list. Good tagging discipline pays for itself the first time you segment. Tag as you quote, keep the labels few and consistent, and audit them with data export once a season. Tight segments also keep you on the right side of carrier filtering — the CTIA messaging best practices treat relevance and consent as the core of deliverability. Segment performance shows up afterward in Business Analytics.
Yes, if you are sending business texts to U.S. numbers from a 10-digit number, you need it. A2P 10DLC — Application-to-Person messaging over a 10-Digit Long Code — is the carrier registration system that identifies your brand and your campaign so your messages are delivered rather than filtered as spam. Twilio handles the registration process, and you will need your Twilio Account SID, auth token and a registered Twilio phone number connected in QuoteIQ before your first text blast can go out. Email blasts have no equivalent requirement, but they do need a verified SendGrid sender. Plan for registration to take a little time and do it before you promise yourself a campaign on Friday. The consent rules that sit on top of registration are set out in the FCC’s guidance on unwanted calls and texts. Collect that consent where customers already interact with you: website contact forms, the Client Portal, e-signature approvals, or a ClientHub conversation, then keep the record on the customer profile.
Yes. When you create a campaign you choose SMS only, email only, or both at once, and the same Tag-filtered audience receives whichever channels you selected. Running both is the usual choice for a real promotion: the text gets opened in minutes and carries the hook, while the email carries the formatting, the photos and the detail that a 160-character message cannot. MMS support means an image can ride along with the text too, which is why QuoteIQ Cam photos and before-and-after edits are worth keeping organized. Both channels use the same custom variables, so the customer’s name appears correctly in each. Replies to the SMS side land in ClientHub; interest from either side can be converted into an estimate and an InstaSchedule booking without anyone retyping a phone number. Whichever channels you pick, the email half still has to satisfy the FTC’s CAN-SPAM requirements, including a working unsubscribe, and the outcome is visible in analytics.
Mass blasts are manual and go to many people; automations are triggered and go to one person. You send a blast when you decide to — a spring promotion, a new service announcement, a win-back push to a Tag-filtered segment. Email & Text Automations fire on their own when a customer event happens: estimate created, estimate scheduled, estimate declined, or invoice paid, with send timing from immediately out to 24 months later. The plan gates differ too — automations start on Pro at $149.99/month, while blasts require Elite at $299/month or Max at $699/month. In practice they are complementary: the blast creates the spike in inbound interest, the automation makes sure nobody who responded gets forgotten, and Pipelines & Deals keeps the larger opportunities visible until they close. Both sit under the same consent and opt-out obligations described by the FCC.
Send one clear offer with a deadline, to one segment, in about two sentences. The campaigns that book work are narrow: last year’s gutter customers before the leaves drop, the 40 estimates that never closed, the street you already have three jobs on this week. Lead with the customer’s name, name the service, give a date the offer ends, and end with a single instruction — reply YES, or tap a link that opens InstaQuote or InstaSchedule so they can book without calling you. Avoid long paragraphs, avoid sending the same thing to the whole list twice in a month, and always include the opt-out. Price the discount before you publish it using the business calculators, then watch what the campaign actually produced in Business Analytics and Job Costing rather than by feel. The SBA’s marketing and sales guide is a solid primer on building that offer.
A full tour of the platform mass blasts live inside — estimates, scheduling, ClientHub and campaigns in one place.
Watch Video →From a cold account to a segmented campaign in an afternoon, minus the time carrier registration takes to clear.
Open a 14-day free trial on the plan you want — a credit or debit card is required to start — and bring your customer list in with AI Smart Import, which maps CSV columns from your old CRM automatically.
Add your Twilio Account SID, auth token and number, and your SendGrid API key and verified sender. Submit A2P 10DLC registration through Twilio at the same time so it is clearing while you build.
Label customers by service type, property type or season in the client database. Even three good Tags beat a perfect taxonomy nobody maintains — and roles and permissions decide who can edit them.
Write the campaign, pick the Tags, choose SMS, email or both, and send. Then handle replies in ClientHub and convert them into scheduled jobs and invoices.
QuoteIQ was founded in Savannah, Georgia in September 2022 by two operators who ran home service businesses before they built software for them.
Mike built the follow-up sequences that ship as QuoteIQ’s one-click automation templates, running from first estimate through 11-month reactivation. His view on marketing to an existing list is simple: the customer who already paid you once is the cheapest job you will book all year.
Justin focuses on the operational side of campaigns — what happens after the send. Segmentation, reply routing into ClientHub, and turning a promotional spike into scheduled, routed, invoiced work rather than a pile of missed messages.
“QuoteIQ’s CRM features help me follow up like a pro; Clients trust my consistency, and repeat business has grown thanks to simple reminders.”
“Awesome features in this app and will be using this coming year in our pressure washing business to stay organized, send quotes and keep up with contacts for marketing.”
“This is the easiest, most intuitive way I’ve found to send professional quotes and invoices to your customers and get paid! Being able to send email and text follow up sequences makes it easily worth double the price it is!”
Seasonal promotions, service reminders and win-back campaigns — sent to the right segment, from the CRM that already knows every customer you have. Mass blasts are included on Elite at $299/month and Max at $699/month.
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