QuoteIQ Pricing: Best-Value Field Service Management Software Plans

Yes. QuoteIQ pricing includes AI tools on every plan, and a few more start on Beginner or Pro. Here is where each AI tool is included:

• AI Autopilot and AI CoPilot — every plan.
• AI Virtual Call Team — 24/7 call answering, every plan.
• AI Estimator, AI reports and AI Smart Import & AI CSV import — every plan.
• AI image & text generator and AI before & after image generator — every plan.
• Google Business Profile AI review replies — every plan.

The AI tools are included on the plan you choose, alongside its users and features, so pick the plan by the tools your team needs. The feature catalog shows where AI appears in the workflow; the plan table lists the AI tools on each plan. Test the AI tools you intend to use during the 14-day trial so the decision reflects your actual work.

Yes! All plans include a 14-day free trial for new subscribers. You get full access to all features in your chosen plan during the trial period.

You can upgrade, downgrade, or cancel at any time.

Choose the plan whose features you want to evaluate, then test a complete workflow: import a customer, prepare an estimate, add a scheduled job and review the invoice. A trial of a lower tier does not unlock every higher-tier feature. Review your subscription and billing date in the account before the trial ends. Trial terms apply.

A useful trial checks both office and field work. Confirm which users can access the chosen plan, which records your import creates, and what a customer sees when a document is sent. Write down any required workflow the trial cannot demonstrate and discuss it with support before subscribing.

All existing customers keep their pricing under our Price-Lock Guarantee. This means if we raise prices in the future, your subscription price stays the same while you stay on your current plan.

Your price is locked in for as long as you keep an active subscription on the same plan. If you switch to a different plan, you pay the current price of the plan you move to. This is our commitment to rewarding loyal customers.

Keep a copy of the plan, billing period and price shown for your subscription. A price-lock statement should be read with the active-subscription terms; it does not by itself fix unrelated payment-provider fees. Check the current plan details before a plan change to confirm the users, tools and current price of the new plan; a locked price applies only to the plan you are on.

The subscription and its billing record are the reference for what you pay. If you cancel and later return, confirm the applicable price rather than assuming a past offer carries forward. Store the confirmation with your other business purchasing records.

Absolutely! You can upgrade or downgrade your plan at any time.

• Upgrade: Happens immediately. You'll be charged the prorated difference.
• Downgrade: Takes effect at the end of your current billing cycle.

There are no fees or penalties for changing plans.

Before changing tiers, compare the required logins and workflows in the plan comparison. In particular, Inventory and EmployeeHub have their own access requirements. Review the amount and effective date shown in the subscription screen, then check that your team still has the tools it needs after the change.

For example, a four-user team on Pro that needs a fifth login can add an additional user at $25/per-additional-user/mo, or compare Elite’s ten-user allowance and price before inviting the new user. Also review the tools the new team member needs, because a login count alone does not describe feature availability. Under the Price-Lock Guarantee, existing customers keep the price they signed up at as long as they stay on the same plan; moving to a different plan means paying that plan’s current price.

Every QuoteIQ plan — including Essentials — includes access to:

• Live Support — Email and text support available 24/7
• Help Center — Comprehensive articles and guides
• Video Tutorials — Step-by-step walkthroughs for every feature
• User Community — Connect with other QuoteIQ users on Facebook
• Software Updates — New features and improvements included free

For a useful support request, include the workflow, expected outcome and the record or screen involved, while avoiding unnecessary customer information. Review feature walkthroughs for an overview, or bring a concrete estimating, scheduling or billing question to a demo. Availability of support does not mean every implementation or specialist accounting task is included.

Document the question and the answer when it affects a billing or operational decision. A walkthrough can show the software behavior, while your own business remains responsible for choosing a process, entering accurate records and checking that the resulting document reflects the work agreed with a customer.

Count paid integrations, specialist apps, payment processing and optional services next to the subscription price. QuoteIQ’s native tools do not require a separate subscription to another product for the workflow they provide. Availability depends on your plan: compare QuoteIQ Cam, Inventory and the feature catalog against the actual work you need. Specialist tools and optional services can still have their own costs.

Features like property measurement (MapMeasure Pro), photo documentation (QuoteIQ Cam), and customer self-quoting (InstaQuote) are all native to QuoteIQ — no third-party subscriptions required.

Price the workflow you actually use. A built-in photo record, a specialist documentation subscription and a customer self-quoting tool may have different capabilities. Compare their scope before counting a cancellation as savings. The SBA business-management resources provide general context for reviewing business expenses; the feature breakdown identifies the QuoteIQ tier to evaluate.

Yearly billing saves you 2 months free compared to paying monthly. You pay for 10 months and get 12 months of service.

Your subscription renews automatically each year. You can switch to monthly billing at any time — the change takes effect at your next renewal date.

Use the annual invoice total when budgeting cash. A displayed monthly equivalent is the annual charge divided across twelve months, not a promise of monthly payments. Compare that commitment with twelve monthly subscriptions and check renewal terms before switching. The pricing cards display the selected billing basis; SBA financial-management resources provide broader budgeting context.

For example, twelve $299.99 monthly payments total $3,599.88, compared with the published $2,999.99 annual Elite charge. That is a $599.89 subscription difference under those prices. It does not include optional services or processing, and annual billing requires the larger upfront payment.

Yes. There are no contracts or cancellation fees. You can cancel your subscription at any time directly from your account settings.

When you cancel, you'll continue to have access until the end of your current billing period. Your data remains available for export.

Check the effective end date and cancellation confirmation in your account. If you intend to move systems, arrange an export of the records you need while access is available, and confirm how your chosen billing period is handled. The IRS recordkeeping guidance explains why retaining your business records matters beyond the choice of CRM. Keep this separate from cancelling any third-party service you also use.

Before your access ends, check the customer information, invoices and supporting files your business needs to retain. Cancelling the software does not remove recordkeeping obligations. If you have recurring customer billing or connected services, confirm their status separately rather than assuming the CRM cancellation resolves every account.

Each plan comes with a set number of users included:

• Essentials: 1 user
• Beginner: 2 users
• Pro: 4 users
• Elite: 10 users
• Max: 20 users

If you need more users than your plan includes, add up to 100 more users at $25/per-additional-user/mo on any plan, including Max, or move to a plan with a larger allowance.

Count everyone who needs a login, including office staff and field workers. Essentials includes one user, Beginner two, Pro four, Elite ten and Max 20 users. Match that allowance to team features and scheduling rather than choosing only by headcount. Compare the tiers for the tools required by those users.

The included users are the people with logins, not the number of customers stored in your CRM. Test who can see, edit or approve the relevant records and choose permissions appropriate to your team. Confirm the plan, any additional-user charge and the upgrade amount shown in your account before expanding access.

Yes. Customer financing is available on every plan from Essentials through Max — including the 14-day free trial — to any business with a Stripe or Whop account, at no additional subscription cost. It is provided through your payment processor, not by QuoteIQ.

The buy-now-pay-later methods your customers see come from your payment processor, Stripe or Whop. Customer and business eligibility, purchase limits, repayment options and regional availability depend on the provider and account. Check the methods enabled for your business using Stripe’s buy-now-pay-later documentation or your Whop account.

Customers select an eligible payment method at checkout and the provider determines approval and terms. Processing charges and payout timing follow the payment provider and your Stripe or Whop account settings; financing does not guarantee same-day bank settlement. Check fees and refund handling before offering an installment option.

A payment option being available in the product is not a guarantee of customer approval or a particular repayment schedule. Stripe’s provider documentation is the reference for eligible methods and processing behavior. Review online payments and invoicing as the business workflow, and confirm the terms displayed for the actual checkout.

Customer financing is available on every plan from Essentials ($29.99/mo) through Max ($699.99/mo) — including the 14-day free trial — at no additional subscription cost, for any business with a Stripe or Whop account. The payment processor provides the financing and sets its fees, eligibility rules and terms; QuoteIQ is not the lender.

Customers can use eligible installment methods available through Stripe or Whop checkout. Confirm your account’s enabled methods, supported purchase amount, customer eligibility and fees using Stripe’s documentation or your Whop account. Review the customer financing page to see how the option appears at checkout. Payment-provider terms apply independently of the QuoteIQ subscription.

Separate the QuoteIQ subscription from the financing provider’s terms. Availability, fees, eligible customers and repayment options vary by method and account. Review Stripe’s documentation and the online-payment workflow before presenting a financing option as part of a proposal. Do not promise a borrowing limit or settlement date based on a sample demo.

We accept all major credit and debit cards including Visa, Mastercard, American Express, and Discover. Payments are processed securely through Stripe.

This answer concerns paying for the QuoteIQ subscription. The methods your customers can use to pay an invoice are a separate online-payments workflow with their own provider fees and availability. Review the amount, billing period and payment method in the subscription screen, and reconcile the charge with the business records described in IRS recordkeeping guidance.

For reconciliation, keep the subscription invoice, billing period and payment record together. Customer collections may arrive on a different timetable from subscription charges, so do not confuse those transactions when reviewing cash flow. Ask support about a declined subscription payment using the billing screen’s reference information. Compare the wider workflow in QuoteIQ’s software comparisons. Compare contractor software subscription costs using your actual users, billing period and required workflows.