Published May 2026 · Updated October 2026
A customer wants a quote at 9:47 PM on a Sunday. You are asleep. The contractor down the road has a page where that customer picks a service, sees a price, and locks in Wednesday at 10 AM, and you find out Monday morning that the job is gone. Field service software with online booking closes that gap. This guide explains what the feature should do, which QuoteIQ plans include it, what it costs, and what to check before you commit.
The best field service software with online booking in 2026 is QuoteIQ. Its InstaSchedule tool lets customers self-book 24/7 against your live calendar, and InstaQuote shows them a price first. Both are included on the Elite plan ($299/month, up to 10 users) and the Max plan ($699/month, unlimited users), and booking works from Standard, Quick, Options and Package estimates. Every plan includes a 14-day free trial with full access to the features of the plan you choose. QuoteIQ is used by 40,000+ contractors and rated 4.7 across 4,103 reviews. Established alternatives such as Jobber, Housecall Pro and ServiceTitan also offer booking tools; check each vendor’s own pricing page for current plan limits.
TL;DR: Good online booking shows live availability, shows a price before the slot is chosen, works around the clock, and confirms and reminds automatically. QuoteIQ delivers that with InstaSchedule and InstaQuote on Elite ($299/month) and Max, plus Google Reserve booking and scheduling reminders on every plan, automations on Pro and up, the Virtual Call Team for calls that still ring, and Route Optimization for the booked day. The BLS projects 11% HVAC employment growth through 2035, and the Census Bureau puts online sales at 17.1% of U.S. retail in Q2 2026. Every plan starts with a 14-day free trial, so you can test a booking end to end before paying.
Field service software with online booking is field service management software with a customer-facing scheduling flow that lets prospects pick a service, view live availability, approve a price, and lock in an appointment without calling, texting, or waiting for a human. The booking lands on your scheduling calendar as a job, the customer gets an automatic confirmation, and the rest of the workflow (estimate, signature, invoice, payment) continues in the same system instead of being retyped into three different tools.
In practice, this combines three pieces that used to be separate purchases:
Some booking tools stop at the first two pieces. Customers see open slots but no price, so they book, see the estimate afterward, and cancel, which can be worse than having no booking tool at all. The standard worth holding any platform to in 2026 is pricing built into the booking step itself, which is how QuoteIQ connects InstaQuote to InstaSchedule. Pair it with AI Estimator for jobs that need a photo-based quote, and with MapMeasure Pro when measurements drive the price.
Customers have spent a decade getting used to picking a time slot online for everything from a haircut to a dinner reservation. Home services are catching up, and the trades themselves are getting more crowded. Government data shows both trends clearly.
The Census Bureau’s quarterly e-commerce report measures retail goods rather than service appointments, so read it as a signal about customer habits, not a booking statistic: people now expect to complete a purchase on their own schedule. At the same time, the BLS counts roughly 821,000 electrician jobs, the BLS counts about 510,600 plumbing jobs, and the BLS counts about 440,900 HVAC jobs (all 2025), with growth projected through 2035. More tradespeople competing for the same local customers means the contractor who answers first, at any hour, wins more of the work.
That is the cost of a phone-only funnel. Every call you miss is a customer who moves to the next search result, and the math is easy to run for your own business. Here is an illustration, not a benchmark: say you miss 6 calls a week, your average job is $450, and a third of those callers would have booked. That is 2 lost jobs, $900 a week, and about $46,800 a year. Change the three inputs to match your shop and the number is still probably bigger than your software bill. The Business Calculators and the home service calculator hub can help you price jobs accurately before you run that comparison.
There are two ways to plug the leak, and they work together. First, make sure something answers every call. QuoteIQ’s Virtual Call Team answers inbound calls 24/7, qualifies the lead, filters spam and records and transcribes the call. Second, give customers who would rather not call a way to book themselves, which is what InstaSchedule does. One handles the people who want to talk; the other handles everyone who does not.
Whatever platform you evaluate, including QuoteIQ itself, five capabilities separate booking flows that customers actually use from booking widgets that sit untouched in a website footer. Use them as a checklist on every demo.
The customer should see what your calendar really looks like over the next stretch of days, not a fixed grid of “9 AM, 11 AM, 1 PM, 3 PM” that ignores the jobs you already have. A live read of your calendar prevents double-bookings. QuoteIQ’s InstaSchedule books against your real availability, live-synced, and everything lands on the same drag-and-drop calendar your team already uses, with day, week, month and employee-timeline views. If you live in Google Calendar, two-way Google Calendar sync keeps both sides current.
If a customer can book without seeing a number, the appointment is unqualified. Some of those slots end in cancellation when the estimate lands, or the technician drives out and the customer balks at the price. The better design is a price step that comes first: with InstaQuote you build a service library with your prices, the customer selects services and sees a real-time total, and from there can approve and book. The appointment is qualified before it touches your calendar. For jobs that still need a custom number, send a Good/Better/Best Options estimate and let the customer book from it.
Customers shop for contractors after work, on weekends and at odd hours, which are exactly the times nobody is staffing your phone. Software has no business-hours cutoff, so a booking flow should capture the job at 9:47 PM on a Sunday as easily as at 10 AM on a Tuesday. InstaSchedule is built for 24/7 self-booking, and the Virtual Call Team covers the people who call instead. The call agent answers, qualifies and transcribes; it does not book appointments itself, so the two tools complement each other rather than overlap.
Customers do not all start on your website. They start on Google Search and Maps, in a text thread, in a Facebook group or from a neighbor’s recommendation. The booking entry point needs to work from all of those. With QuoteIQ you can share your InstaQuote link on your site, in email and on social profiles, and Google Reserve booking lets customers book from Google Search and Maps on every plan. On Pro and above, the Client Portal gives each customer a branded, no-login-required page to approve estimates, pay invoices, request service and, if you have InstaQuote enabled, get a quote, while website contact forms capture the leads who would rather type a message.
The booking captures the lead; the reminder keeps it. Once a slot is booked, the system should confirm it and remind the customer before the visit. QuoteIQ’s scheduling tools send automated appointment reminders by SMS and email on every plan. On Pro and up, Email & Text Automations add event-triggered, multi-step sequences with personalization tags (you can even describe the automation in plain language and have it built for you), On-The-Way texts tell customers when the crew is heading over, and ClientHub gives you a dedicated business number for two-way calling and texting that is saved to the customer profile. Keep promotional messages separate from service reminders; the FTC’s CAN-SPAM compliance guide explains opt-out and penalty rules for marketing email.
Plans, limits and trial terms change often, and every vendor publishes their own. Rather than repeat figures that may be out of date, this table lists the questions that decide whether online booking will work for your business and shows how QuoteIQ answers each one. Put the same questions to any platform you are comparing, including the QuoteIQ comparison pages, and verify the answers on the vendor’s own pricing page.
| Question to ask | What good looks like | How QuoteIQ answers |
|---|---|---|
| Which plan unlocks customer self-booking? | A clear tier, with the next tier’s additions listed | InstaQuote and InstaSchedule start on Elite ($299/month, up to 10 users) and carry through Max ($699/month) |
| Does the customer see a price before choosing a slot? | A real total from your own pricing, not “we’ll call you back” | Yes. InstaQuote shows a real-time total from your service library, and the customer can approve and book |
| Does it read live availability? | Real calendar data, not a static slot grid | InstaSchedule books against your real calendar availability, live-synced |
| Is booking available around the clock? | 24/7 with no staffing requirement | Yes, 24/7 self-booking |
| Which estimate types does it work with? | Every quote type you actually send | Standard, Quick, Options and Package estimates, plus InstaQuote forms |
| Can customers book from Google Search and Maps? | A native Google booking integration | Google Reserve booking, available on every plan |
| What about reminders and follow-up? | Automatic, without a paid add-on for basics | Appointment reminders (SMS/email) on every plan; multi-step automations and On-The-Way texts on Pro and up |
| What covers the phone? | An answer option for calls that still come in | Virtual Call Team answers, qualifies and transcribes calls 24/7 (minute-limited by plan credits). It does not book appointments |
| What does setup cost? | Transparent one-time fees, if any | Self-setup included; optional Done-For-You setup at $299.99 or $999.99 one-time |
| How does the trial work? | Enough time and plan access to test booking end to end | 14-day free trial with full access to the features of the plan you choose |
Where other platforms fit: Jobber, Housecall Pro and ServiceTitan are established names in this category, and each has its own booking tools, pricing structure and trial terms, so check those vendors’ pricing pages directly before you compare. Bring the ten questions above and compare answers line by line. If you run a large team, QuoteIQ’s Max plan adds unlimited users, crew creation and scheduling and a sales team tracker; if your needs are more specialized than that, it is worth evaluating enterprise platforms alongside QuoteIQ.
Online booking is a plan-gated feature, so here is the plain version. InstaQuote and InstaSchedule are included on the Elite plan and the Max plan. The Essentials, Beginner and Pro plans include estimates, invoicing, scheduling with automated reminders and Google Reserve booking, but not customer self-booking. Annual billing works out to 2 months free.
| Plan | Monthly | Annual | Users | Customer self-booking | What the plan adds |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | Google Reserve booking; no InstaQuote/InstaSchedule | Estimates, invoicing, scheduling, e-signatures, AI Estimator, Consumer Financing |
| Beginner | $74.99 | $749.99 | 2 | Google Reserve booking; no InstaQuote/InstaSchedule | MapMeasure Pro, QuoteIQ Cam, Expense Tracking, advanced analytics, custom branding |
| Pro | $149.99 | $1,499.99 | 4 | Google Reserve booking; no InstaQuote/InstaSchedule | ClientHub, Client Portal, Email & Text Automations, On-The-Way texts, Job Costing, QuickBooks Online |
| Elite | $299 | $2,990 | 10 | InstaQuote + InstaSchedule (24/7) | Pipelines & Deals, Mass Campaigns, Inventory, Route Optimization, Route Density, EmployeeHub |
| Max | $699 | $6,990 | Unlimited | InstaQuote + InstaSchedule (24/7) | Crew scheduling, sales team tracker, AI Website Builder included, 4 additional businesses, Priority Support |
Every plan includes AI tools such as AI Autopilot and AI Estimator, powered by IQ Credits that refresh each billing cycle. Each AI action shows its credit cost before it runs, and IQ Credits have no cash value. The AI Website Builder is a $34.99/month add-on on every plan except Max, where it is included. All prices are in USD, and the live pricing page is always the final word.
If you are a one-person shop, the honest path is to start on Essentials or Beginner for estimates, invoicing and scheduling, add Google Reserve for search traffic, and move up to Elite when the booking volume justifies it. Upgrades are prorated for the rest of the cycle. If you would rather have someone else configure everything, the Done-For-You setup options ($299.99 or $999.99 one-time) are there to help with setup work such as contact import and price book configuration.
Elite or Max? Elite covers up to 10 users and everything you need to take bookings, plan routes and run a crew. Max is for operations that have outgrown that: it adds unlimited users, crew creation and scheduling with crew-level analytics, a sales team tracker with commission percentages per rep, priority support, the AI Website Builder and four additional businesses, and multiple companies under one Max plan share a single pool of IQ Credits. If you are under 10 users and do not need those extras, Elite is the plan to start with. Compare unlimited users and crews before you decide.
Five features turn QuoteIQ’s booking flow into a closed loop rather than a calendar widget bolted onto a website. The plan each one starts on is noted so nothing surprises you later.
You build a service library with your own pricing and share your InstaQuote link on your website, in email and on social profiles. The customer selects the services they want, sees a real-time total, and submits. The quote is delivered instantly by email or SMS, you are notified, and the customer can approve it and book. There is no “we’ll call you back” form and no 24-hour follow-up delay, which matters because the contractor who replies first usually gets the job. Read how InstaQuote works →
InstaSchedule offers 24/7 customer self-booking against your real calendar availability, live-synced. It is reachable from all four estimate types (Standard, Quick, Options and Package) and from InstaQuote forms, so a customer who approves a quote can move straight to choosing a time. The booked visit shows up on your calendar as a job, and your team handles it like any other. Because bookings arrive on the same calendar your crew works from, there is no second system to check and no copy-and-paste step between the booking and the day’s plan.
Plenty of local customers never reach your website; they search, see your listing and look for a button. Google Reserve booking lets customers book from Google Search and Maps, and it is available on every plan. That makes it the lowest-friction way to put a booking path in front of searchers while you are still on Essentials, Beginner or Pro, before you move up to InstaSchedule for your own link.
The moment a visit is on the calendar, reminders can start working for you. Appointment reminders by SMS and email are part of scheduling on every plan. On Pro and above, Email & Text Automations let you build multi-step sequences triggered by events such as a created estimate or a paid invoice, and On-The-Way texts let the customer know you are heading over. Jobs, estimates and invoices can also carry multiple contacts, so a homeowner and a property manager both get the notifications.
Online booking captures after-hours and lunch-hour customers who would rather click than call, but the phone still rings. The Virtual Call Team answers inbound calls 24/7, qualifies leads, filters spam, records and transcribes every call, and sends call summaries and notifications. It can also run outbound calls and call campaigns. It does not book appointments on its own, and it is metered by IQ Credits (125 credits equals one minute), so usage is limited at lower tiers. Think of it as the catch-all for calls, with InstaSchedule as the self-service path for everyone else.
The best setup depends on what you sell. Fixed-price, repeatable services fit InstaQuote best; complex jobs usually start with an on-site estimate that the customer can still approve and schedule online. Here is how eight common trades tend to structure it, with the QuoteIQ industry page and a cost calculator for each so you can price before you publish.
Tune-ups, diagnostic visits and filter or maintenance plans are natural InstaQuote services because the price is predictable, while system replacements call for a Good/Better/Best Options estimate that the homeowner approves and then books. HVAC is also the fastest-growing of the big three trades, with the BLS projecting 11% growth through 2035, so standing out on speed matters. See the HVAC software page and the HVAC cost calculator.
Emergencies go to the phone, which is where the Virtual Call Team earns its keep after hours. Drain clearing, fixture swaps and water heater flushes are easier to list with set prices and book online. Plumbing employment is projected to grow 7% from 2025 to 2035 per the BLS, which means more shops chasing the same jobs. Start with the plumbing software page, then use the calculator hub to sanity-check your prices.
Panel upgrades, EV charger installs and lighting projects benefit from photos and measurements, so electricians can use InstaQuote for small fixed-price work and QuoteIQ Cam photo documentation plus an on-site estimate for bigger jobs. The BLS projects 9% electrician growth through 2035. Explore the electrician software page and the electrical invoice template.
Lawn care runs on recurring visits, so booking is only step one. Once the first mow is scheduled, Invoice Subscriptions can bill the recurring service, and on the calendar you can drag a single occurrence of a recurring series without touching the rest. Price by lot size using satellite measurement in MapMeasure Pro and check the numbers in the lawn care cost calculator. The lawn care software page covers the rest of the workflow.
Measuring drives the price, so MapMeasure Pro (Beginner and up) measures square footage from satellite imagery inside the estimate, and a Package estimate bundles house wash, driveway and deck into one approved price. Customers who land on an InstaQuote link can see the total and book the same day. See the pressure washing software page and the pressure washing cost calculator.
Initial treatments and quarterly or monthly service plans are a textbook recurring-revenue setup. Book the first visit online, then let automations (Pro and up) handle reminders and follow-ups, and bill the plan through Invoice Subscriptions. The pest control software page and the pest control cost calculator are good starting points.
Cleaning customers usually know their bedroom and bathroom count, which makes a tidy InstaQuote service library: price by home size, add extras, let the customer pick the day. Recurring weekly or biweekly cleans then sit on the calendar and in a subscription invoice. See the house cleaning software page and the house cleaning cost calculator.
Painting jobs vary too much for a one-size price, so most painters use a site visit or photo-based estimate and then let the customer approve and schedule the start date. A Standard estimate with line items, photos and a deposit requirement keeps it clean. Look at the painting software page and the painting cost calculator.
A booking is only valuable if everything after it is smooth. This is where an all-in-one platform earns its keep over a booking tool that hands you a name and a time.
Plan the day. On Elite and Max, Route Optimization sequences the day’s stops for minimal drive time, accounts for appointment times and durations, and recalculates when a late addition comes in, while Route Density shows where your work clusters so you can plan zones. Together they are where the drive-time savings come from.
Run the team. EmployeeHub on Elite and Max adds GPS location tracking while employees are clocked in, Time Tracker Pro for GPS clock in and out, and team chat that can be tied to jobs. Clocked-out employees are never shown on the map. On Pro and up, Job Costing subtracts labor and expenses from the price to show profit per job.
Document and get paid. QuoteIQ Cam (Beginner and up) stores before and after photos and inspection forms organized by job. Customers can sign estimates with e-signatures, pay by card, ACH, Apple Pay or Google Pay through online payments, and finance larger jobs through Consumer Financing with Affirm, Klarna or Afterpay, where the provider, not you, carries the repayment risk. Invoicing runs from the same job in one tap, and Pro-and-up shops can sync with QuickBooks through the QuickBooks Online integration.
Grow the next booking. Happy customers are your cheapest lead source. Review Multiplier sends customers to your review page right after payment or via automated email and text requests, and Pipelines & Deals on Elite and Max tracks larger opportunities with probability-weighted forecasting. To see whether the booking flow is working, business analytics show quotes sent, conversion rate and average ticket, and mobile and web parity means the whole team sees the same thing on a phone or a laptop.
Most booking rollouts fail for ordinary reasons, not technical ones. These are the mistakes that cost contractors the most jobs in the first month, and what to do instead.
A self-serve price is a promise. Before you share your InstaQuote link, run five or six real jobs through it and compare the totals to what you would have quoted on site. The Business Calculators and the trade-specific cost calculators linked above are a good second opinion, and the Job Costing report (Pro and up) shows after the fact whether the price actually left a profit.
Not every job belongs in a self-serve menu. Fixed-price, repeatable work (tune-ups, cleanings, standard lawn visits) fits InstaQuote well. Variable work, such as a full re-roof or a custom remodel, is better served by an on-site or photo-based estimate that the customer approves later. You do not have to choose one: the same customer can approve a Package estimate and still book the visit through InstaSchedule.
Because InstaSchedule books against your real availability, the calendar has to reflect reality. Block vacations, equipment downtime and other commitments, keep team members current in EmployeeHub, and use Google Calendar sync if your personal calendar is where appointments also live. A customer who books a time you cannot honor is worse than one who never booked.
Some customers will always call. If nobody answers, they call the next contractor. The Virtual Call Team answers, qualifies and transcribes calls around the clock, and you can follow up with a summary in hand. Remember it is a call-answering tool, not a booking engine, so make sure your team has a process for turning those qualified leads into scheduled jobs.
A booked job that ends in a no-show costs you a slot. Appointment reminders are available on every plan through scheduling, and Pro and up add automations and On-The-Way texts. When you send promotional messages rather than service reminders, keep the rules in mind; the FTC’s CAN-SPAM compliance guide is a short read on opt-outs and penalties.
A booking path nobody can find produces no bookings. Put the link on your website, your email signature, your social profiles and review requests, and turn on Google Reserve booking so searchers on Google Search and Maps see a path to book. If you run a Client Portal on Pro or above, link it there as well.
Booking is a funnel, and funnels leak. Business analytics report quotes sent, conversion rate and average ticket, so you can see whether the price step is converting and which services book most. The SBA’s manage-your-business guidance is a helpful companion when you decide how much to invest in marketing versus software.
The cheapest plan is not always the cheapest outcome. On QuoteIQ, self-booking starts at Elite, but Elite also brings Route Optimization, Pipelines & Deals, Inventory and Mass Campaigns, which shops on other platforms often pay for separately. Add up what the whole stack would cost you elsewhere before deciding, and read each vendor’s current pricing page rather than relying on an old comparison.
The questions home service contractors actually search when comparing field service software with online booking in 2026.
QuoteIQ is the best field service software with online booking in 2026 because its InstaQuote-to-InstaSchedule flow shows customers a real-time price before they pick a time, and the booking lands on the same calendar your crew already works from. Both tools are included on the Elite plan at $299/month for up to 10 users.
The rest of the platform is what makes the booking worth having. Estimates, e-signatures, invoicing, online payments, Consumer Financing and route planning all live under one login, used by 40,000+ contractors and rated 4.7 across 4,103 reviews. The competitive pressure is real too: the BLS projects 11% growth in HVAC jobs through 2035, which means more shops competing for the same local customers. Pair that with a booking link that answers at any hour and you have a durable advantage.
Yes. With QuoteIQ, customers open your InstaQuote link, choose services from your price list, see a real-time total, approve it and pick a time from your live calendar with InstaSchedule, all without calling. The flow runs 24/7 and is included on Elite ($299/month) and Max ($699/month).
You can place the link on your website, in email signatures and on social profiles, and Google Reserve booking adds a booking path from Google Search and Maps on every plan. Once the job is booked it appears on your scheduling calendar, reminders go out automatically, and you continue to the estimate, signature and invoice in the same system. Customers are already used to finishing purchases online: the Census Bureau reports that e-commerce reached 17.1% of U.S. retail sales in Q2 2026. Learn more about InstaQuote and InstaSchedule on their feature pages.
Customer self-booking (InstaQuote and InstaSchedule) starts on the Elite plan at $299/month ($2,990/year) for up to 10 users and continues on Max at $699/month ($6,990/year) with unlimited users. Essentials ($29.99), Beginner ($74.99) and Pro ($149.99) do not include self-booking, although Google Reserve booking is available on every plan.
Annual billing works out to two months free, and prices are in USD. Elite also adds Route Optimization, EmployeeHub and Pipelines & Deals, while Pro includes ClientHub, the Client Portal and Job Costing. If you are a solo operator deciding whether the jump to Elite pays off, run your own numbers with the Business Calculators, compare the Elite plan and Max plan pages, and review the planning guidance in the SBA’s manage your business resources. Upgrades are prorated mid-cycle, so you can start smaller and move up when bookings justify it.
Yes. With QuoteIQ’s InstaQuote you build a service library with your own prices, the customer selects services, sees a real-time total and submits, and the quote is delivered instantly by email or SMS. They can approve it and go straight to booking a time with InstaSchedule, so the appointment is qualified before it reaches your calendar.
InstaQuote suits work you can price from a menu, such as tune-ups, cleanings, lawn visits and gutter jobs. For jobs that vary, send a Standard, Options or Package estimate; customers can still approve it, sign electronically with e-signatures and schedule. Measurement tools like MapMeasure Pro and AI Estimator help you reach an accurate number quickly. Speed matters in crowded trades: the BLS counts about 510,600 plumbing jobs in the U.S. (2025), so a clear price delivered fast is often what separates the first callback from the fifth.
Online booking saves money by capturing customers you would otherwise lose to missed calls, after-hours searches and slow replies. As an illustration, missing 6 calls a week at a $450 average job, with a third of those callers ready to book, costs about $46,800 a year, which is far more than QuoteIQ’s Elite plan at $2,990 annually.
It also saves labor, because customers enter their own details and pick their own slot, so nobody in your office trades texts about Tuesday at 2 PM. Route Optimization cuts drive time 15–30% on Elite and Max, and Job Costing on Pro and up shows whether each booked job made money. The Virtual Call Team answers and qualifies calls 24/7 for customers who still phone, though it does not book appointments itself, which is what InstaSchedule is for. Technician time is your most expensive resource; the BLS reports median electrician pay of $63,190 a year (2025), so every hour saved is worth real money. Check your own math in the Business Calculators.
Yes. QuoteIQ’s Google Reserve booking lets customers book from Google Search and Maps, and it is available on every plan, including Essentials at $29.99/month. A customer who finds your listing can book without visiting your website first.
Pair it with your own InstaSchedule link (Elite and Max) for your website, email and social profiles, so every channel leads to a real calendar instead of a voicemail box. Google Reserve is especially useful for contractors who get most of their leads from local search. With online shopping at 17.1% of U.S. retail sales in the Census Bureau’s Q2 2026 report, searchers increasingly expect to finish what they start without a phone call. Keep your scheduling calendar current, turn on Google Calendar sync if you use it, and let reminders and automations (Pro and up) handle the follow-up. For quoting from the same searchers, add InstaQuote to the mix.
After a customer books in QuoteIQ, the visit appears on your scheduling calendar as a job, the customer receives automated appointment reminders by SMS or email, and you carry on in the same system: estimate approval, e-signature, on-site work, invoice and payment. Elite and Max shops can also run the booked day through Route Optimization, which cuts drive time 15–30%.
On Pro and up, event-triggered automations and On-The-Way texts keep customers informed. Afterward you can invoice from the same job in one tap with Invoicing, accept card, ACH, Apple Pay or Google Pay through online payments, and ask for a review with Review Multiplier. Booking reminders and marketing messages are different things: if you send promotional email, the FTC’s CAN-SPAM guide says you must honor opt-outs within 10 business days and warns that each non-compliant email can draw penalties up to $53,088. See your scheduling tools and Route Optimization for the operational side.
Yes. Every QuoteIQ plan includes a 14-day free trial with full access to the features of the plan you choose, so start on Elite ($299/month) or Max ($699/month) to test InstaQuote and InstaSchedule. The trial is limited to one per person, business and payment method, and a credit or debit card is required to start.
The trial converts to a paid subscription at the selected plan’s rate unless you cancel before it ends, and you can cancel any time during the trial. Use the 14 days to build your service library, set your prices, connect your calendar, send yourself a test booking and watch how reminders, invoicing and payments behave. If you want help, Done-For-You setup is available at $299.99 or $999.99 one-time. The SBA’s small business guidance is a useful checklist for the operational side. Compare the Elite and Max plan pages or the full pricing page, learn about InstaSchedule and InstaQuote, or book a live demo instead.
Want a quick look at the platform behind the booking flow? Watch the walkthrough of how QuoteIQ brings quoting, scheduling, invoicing and payments into one place.
Watch Video →The sequence below gets a customer-facing booking path live without a developer. Budget an afternoon for your first pass, then refine as bookings come in.
Choose the Elite or Max plan for your 14-day free trial so you have full access to the features of the plan you choose, including InstaQuote and InstaSchedule. Compare the two on the Elite and Max pages, then create your account.
In InstaQuote, add the services customers can choose from and set the price for each one. Check the numbers against the Business Calculators and your estimate templates, and use MapMeasure Pro when measurements drive pricing.
InstaSchedule books against your real availability, so make sure your calendar is accurate: add your team in EmployeeHub, block the time you are unavailable, and turn on Google Calendar sync if you use it.
Put your InstaQuote link on your website, in your email signature and on your social profiles, and connect Google Reserve booking for Search and Maps. Then turn on appointment reminders, and on Pro and above add Email & Text Automations for follow-up. Finish by booking a test job yourself.
QuoteIQ was built by two home service business owners who wanted software that worked the way contractors actually work. The platform’s quoting, scheduling and booking tools reflect that point of view: answer fast, price clearly and keep everything in one place.
Mike is a co-founder of QuoteIQ, a home service business owner and the creator of the Mike-Vidan YouTube channel, where he teaches contractors about running and growing their businesses.
Justin is a co-founder of QuoteIQ, a serial entrepreneur and the host of the Forever Self Employed YouTube channel, which focuses on entrepreneurship and scaling a business.
Three reviews from QuoteIQ’s 4,103 App Store and Google Play reviews, from contractors who use the platform to keep scheduling, quoting and billing in one place.
“I have a lawncare business, was unorganized, but QuoteIQ changed everything. Estimates, scheduling, billing and invoicing are seamless. Tax prep easier. Best CRM by functionality and price.”
“I’m on my second year of business and have been using QuoteIQ for 4 months. It has been great for me. It reduces the time required by me to manage customer information, quoting, scheduling, and invoicing. It streamlined a lot of my processes to help grow my business.”
“Last time, I started a business, keeping track of my expenses, customers, payments, upcoming jobs, and scheduling was a pain, and it was spread over 4 different apps. Everything I need is in one place now, and the value you get with the affordable subscription upgrades is immeasurable compared to the time you save.”
Every plan includes a 14-day free trial with full access to the features of the plan you choose. Start on Elite or Max to try InstaQuote and InstaSchedule, or book a live demo and we will walk you through it. Annual billing is two months free.
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
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
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
