HVAC Business Software
QuoteIQ is the best HVAC management software that helps streamline your business, with fast and easy HVAC quotes, invoices and scheduling. Our automated emails and text notifications keep your customers informed, and collecting payments quickly! Businesses using QuoteIQ have reported saving an impressive average of 10 hours per week by reducing administrative task.
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Maximize Your HVAC Business Potential with QuoteIQ
With QuoteIQ, managing your HVAC business is a breeze. It handles job details from start to finish and keeps customers informed with automated notifications. You can even collect payments in person with a single tap using QuoteIQ.
Say goodbye to administrative hassles and discover the benefits of QuoteIQ for your business today!
Streamline Your Workflow
QuoteIQ streamlines your workflow and helps you close more jobs faster
Send HVAC Quotes!
When you send quotes through QuoteIQ, it lets potential customers see the high-quality service your business provides right from the start. These quotes are user-friendly, allowing customers to easily add extra services and approve the quote. Plus, the faster you get your customer a quote, the more likely you are to get the job.
- Land More Jobs!
- Make More Money!
- Look More Professional!
Schedule HVAC Jobs!
With QuoteIQ’s Schedule feature, booking jobs becomes effortless for both you and your customers. Clients can view your availability in real-time and pick a time that works best, no more endless messages or missed calls. You stay in control of your day while giving customers a seamless experience.
- Book More Jobs!
- Stay Organized!
- Deliver a Better Customer Experience!
Collect HVAC Invoices!
The Invoice feature in QuoteIQ makes collecting payments simple and stress-free. Send sleek, branded invoices with just a few clicks. Clients can pay instantly online, and you’ll always know who’s paid and who hasn’t, no more guesswork or follow-up headaches.
- Get Paid Faster!
- Look Professional!
- Keep Your Finances in Check!
Get Paid
Tired of waiting on payments? With Get Paid, QuoteIQ gives you powerful tools to collect money faster and easier. Accept cards, bank transfers, or even tips all in one place. No apps to juggle. No awkward payment conversations. Just fast, secure payments that keep your business moving.
- Accept payments your way!
- Get notified instantly!
- Make cash flow less stressful!
Features Built For HVAC
Essential HVAC Management Software Tools
Job Documentation
With QuoteIQ Cam, technicians capture every detail of the HVAC job using mobile-enabled photo templates, inspection checklists, and before‑and‑after comparisons—all stored in the cloud and linked to the customer’s profile for easy access.
- Capture Before & After Photos!
- Fill Out Pre-Job Inspections Instantly!
- Every Detail Saved Automatically!
Route Optimization
Whether you’re dispatching service techs for maintenance or installations at multiple locations, QuoteIQ plots the fastest path through your jobs for the day. Use automated “On The Way” SMS to notify customers before arrival, reducing missed appointments and improving professionalism.
- Minimize Drive Time & Maximize Capacity
- Visual, Color-Coded Routes on Map View
- Adaptable On-the-Fly Optimization
Automated Campaigns
QuoteIQ’s automated email and SMS campaigns let HVAC contractors nurture leads, close more jobs, and build credibility—all through personalized, timely messages crafted once and sent on autopilot.
- Auto Follow-up Triggers
- Email & SMS Sequences
- Personalized to Each Customer
Customer Self-Booking
Let customers quote HVAC jobs themselves and book their own appointments — straight from your website or social media. This modern, self-service flow streamlines the sales process and ensures your calendar fills itself with qualified leads.
- Instant Self-Service Quoting
- Syncs With Your Calendar!
- Smartly Personalized & Pre-Filled
See how QuoteIQ stacks up against the competition
See how QuoteIQ compares to other CRMs for HVAC professionals.
Jobber
Jobber is a well-known field service CRM offering quoting, scheduling, and invoicing—but it wasn’t designed with HVAC in mind. You’ll need expensive add-ons or third-party tools just to get features like property measurement, self-booking, or job documentation. As your business grows, so do Jobber’s costs—especially when upgrading to tiers for automations, analytics, and review tools.
- Pay up to 80% more for fewer features
- No Self-Booking, No Measurements, No Photo System
- Requires integrations for basics QuoteIQ includes natively
HouseCall Pro
HouseCall Pro provides solid basics like scheduling and invoicing, but lacks built-in tools tailored to HVAC contractors—like self-quoting, inspection checklists, and integrated photo documentation. To match QuoteIQ’s all-in-one platform, you’d need add-ons for design, measurement, and reviews, raising monthly expenses significantly
- 84% More Expensive Than QuoteIQ
- No Self-Booking Functionality.
- Switching Saves You Over $1,000/Year
Markate
Markate offers entry-level scheduling and job tracking, but falls short without third-party integrations. To match QuoteIQ’s built-in tools for self-service quoting, measurement, inspection forms, and review automation, you’d need services like ResponsiBid, CompanyCam, and NiceJob—driving up costs and fragmenting workflows.
- Missing 10+ HVAC Tools Found in QuoteIQ
- Requires 3rd Party Integrations to Match Core Features
- QuoteIQ Offers 83% More Built-In Tools Than Markate
ServiceTitan
ServiceTitan is a robust, enterprise-grade platform built for large-scale service operations. While powerful, it’s overkill for HVAC contractors—often costing over $1,800 per month and requiring long setup periods. For small and mid-size HVAC businesses, QuoteIQ offers similar core functionality (booking, measurements, documentation, automation) without complexity or enterprise pricing.
- QuoteIQ Costs 92% Less Than ServiceTitan.
- Missing core features like self-booking & property measurements.
- Designed for Enterprises - Not Holiday Lighting Pros.
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HVAC Pros Love QuoteIQ
Increase customer satisfaction with professional online experiences and reliable communication from initial request to final payment.
“Really Recommended”
After using CRM like this one it has changed my lawn care company better then I could have alone. I can give estimates from the tap of a finger, scheduled and complete jobs…
Peter Bradford
App Store Review
“As Good As It is”
Mike and Justin really hit it out of the ballpark with the app. They listen to the customers (business owners using QuoteIQ) that want things added and…
Dallas Coppock
App Store Review
"Ease of use"
The reason I use QuoteIQ is the functionality and ease of use. You can do everything you need to, all I need is one app to run my entire business.
Zach Price
Owner, Steel Curtain Softwash
"It's a game changer"
Before QuoteIQ we were just guessing on estimates until we brought on OuoteIQ, now we get exact measurements for everything, house washes, gutters, roof washing.
Mike Juri
Owner, Best Coast Inspection
"It lets us get paid fast"
It’s easy, I can do everything from the app and my customers love the inspection report we send to them letting them know everything we have done.
David
Owner, Mow and Behold Lawn Care
Customized Solutions for Different Industries
Landscpaing
Cleaning
Handyman
Painting
Tree Care
Snow Removal
Common Questions
How much does QuoteIQ cost?
Customers can choose from Beginner, Pro, & Elite Plans, with pricing starting at $35 per month.
Does QuoteIQ help with quoting HVAC jobs?
Yes, QuoteIQ includes tools like MapMeasure Pro, which lets you measure properties using satellite imagery to get accurate pricing for every job, and InstaQuote, which allows customers to self-quote and book online. These features are designed to speed up quoting and close jobs faster for HVAC businesses.
What makes QuoteIQ different from other CRMs for HVAC?
Unlike generic CRMs, QuoteIQ was built for HVAC professionals. It includes features built for how this industry works—like employee management, review tools, job documentation, automated follow-ups, and real-time quoting—all in one mobile app.
How does QuoteIQ pricing compare to other software for holiday lighting businesses?
QuoteIQ Elite is $188/month and includes quoting, scheduling, route optimization, job documentation, review tools and multiple other features – All Built-In. Here’s how it stacks up:
Jobber:
To match QuoteIQ’s features, Jobber requires the Grow Plan ($349/mo), plus ResponsiBid ($229/mo) and CompanyCam ($129–$199/mo).
Total: $707–$777/month
QuoteIQ is 79% cheaper
HouseCall Pro:
Max Plan ($329/mo) + 2 users ($70/mo) + ResponsiBid, CompanyCam, and Beeline Routes ($65+).
Total: $722–$922/month
QuoteIQ is over 80% cheaper
Markate:
Base plan + integrations like ResponsiBid, CompanyCam, NiceJob, QuickBooks, and more.
Total: $642/month
QuoteIQ is 77% cheaper
Summary:
Other HVAC softwares require multiple paid add-ons just to match QuoteIQ’s built-in tools. With QuoteIQ, you get everything in one place — no extra costs, no third-party subscriptions.
Will I be locked into a contract when I sign up for QuoteIQ?
We don’t force a contract on you like other field service management companies will. If you’re ever dissatisfied (which we doubt that you will be) there’ll be no contractual details to deal with. Just cancel your subscription.
What is the best CRM for HVAC businesses?
QuoteIQ is widely used by HVAC companies because it includes quoting, scheduling, review automation, and job tracking built specifically for service-based businesses.
How does QuoteIQ help HVAC businesses get reviews?
QuoteIQ includes Review Multiplier, a feature that attaches review requests to every invoice. It automatically prompts satisfied customers to leave reviews after service.
Is QuoteIQ worth it for small HVAC businesses?
Yes. Even solo operators benefit from QuoteIQ’s tools, especially the ability to quote jobs faster, stay organized, and build a professional image online through reviews and InstaQuote links.
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