QuoteIQ Beginner: Where Solo Contractors Unlock Remote Quoting and AI

QuoteIQ Beginner costs $74.99 per month, or $749.99 per year when billed annually. The annual price works out to about $62.50 a month and saves $149.89 compared with twelve monthly payments. Both include 2 user seats and 1,500 IQ Credits that reset every billing cycle.

Beginner sits second in the ladder: Essentials is $29.99 a month (1 user, 500 credits), Pro is $149.99 (4 users, 3,000 credits), Elite is $299 (10 users, 5,000 credits) and Max is $699 (unlimited users, 8,000 credits). The price covers estimates, invoicing, scheduling and Consumer Financing along with the Beginner field tools. Optional extras, such as buying more IQ Credits, are separate.

Budgeting context: the SBA Office of Advocacy counts 36.2 million small businesses in the United States, and most watch recurring software costs closely. Every QuoteIQ plan includes a 14-day free trial, so you can test the plan before paying.

QuoteIQ Beginner includes everything in Essentials plus nine additions: MapMeasure Pro satellite measurement inside estimate creation, Property Street View, Zillow Quick Access, QuoteIQ Cam photo and video documentation with inspection and job reports, Expense Tracking, Contract Attachments, Mass Invoicing, Advanced Analytics and Custom Branding.

The Essentials base carries over: four estimate types (standard, quick, options and package), invoicing with recurring invoices, scheduling, customer payments by card, ACH, Apple Pay and Google Pay, e-signatures, Consumer Financing and mobile and web apps. You also get 1,500 IQ Credits a month for AI Autopilot (55 tools across 13 categories), the AI Estimator, Before & After AI and text tools.

Not included at this tier: ClientHub, Email and Text Automations, Job Costing and QuickBooks Online, which start at Pro. For the recordkeeping side, the IRS says any system that clearly shows income and expenses is acceptable, which is the job Expense Tracking does.

Pro costs $149.99 a month against $74.99 for Beginner, a $75 gap, and it raises seats from 2 to 4 and IQ Credits from 1,500 to 3,000. Pro adds ClientHub (a dedicated business number with two-way calling and texting), Email and Text Automations, On-The-Way texts, Website Contact Forms, Client Portal, Job Costing, the Hourly Rate Calculator and the QuickBooks Online integration.

Stay on Beginner when you are a solo operator or a two-person crew, you can handle customer texts from your own phone and you follow up on quotes by hand. Move to Pro when you add a third or fourth person, when customer messages get buried in personal texts, when follow-ups slip, or when you need profit per job (Job Costing is price minus labor minus expenses).

A simple test: if Pro saves roughly two hours a week, the $75 pays for itself. The BLS reports a median wage of $59,620 for installation, maintenance and repair work, about $28.66 an hour on a 2,080-hour year. Compare plans on the pricing page and see the Pro plan page; mid-cycle upgrades are prorated.

Beginner includes 1,500 IQ Credits per month, three times the 500 on Essentials, and they reset every billing cycle. IQ Credits have no cash value, are non-transferable and non-refundable, and expire without value if the account is cancelled, so treat them as a monthly allowance rather than money.

Every AI action shows its credit cost before it runs and asks you to confirm, so there are no surprise draws. Known costs include 125 credits per minute for the Virtual Call Team (1,500 credits equals 12 minutes if you spent them all there), 100 for AI AutoMeasure and 50 for a property or parcel lookup. AI Autopilot, the AI Estimator, Before & After AI and the AI Text Generator also draw credits per use, and text generation is low-cost, roughly 100 to 300 a month for a typical team.

If you need more, optional credit purchases exist and the core CRM never requires them; if you consistently need more, Pro carries 3,000. The Census Bureau tracks millions of businesses with no paid employees, and for that group 1,500 credits is ample for daily estimating.

MapMeasure Pro lets you measure a property from satellite imagery inside estimate creation, so you can price a job without driving out first. Search the address, use the drawing tools to trace lawns, driveways, decks, fences, roofs or complex shapes, and the square footage or linear feet flows into your line items. Measurements are saved to the customer profile, and a screenshot can attach to the estimate as visual proof of the measured scope.

Roof segments are detected from solar data with color-coded pitch, and a historical aerial timeline lets you scroll back through years of photos of the same property. MapMeasure Pro starts at Beginner; Essentials does not include it. It pairs with Property Street View, Zillow Quick Access and the AI Estimator, and your finished numbers go straight into standard estimates.

Each remote quote avoids a site visit. At the IRS business mileage rate of 76 cents per mile for July to December 2026, a 20-mile round trip is about $15.20 in vehicle cost before you count the hour. Follow up on site with QuoteIQ Cam when a job needs photos.

Yes. Consumer Financing is available on every QuoteIQ plan, including Beginner. Customers can choose Affirm (up to $30,000 per job with 3 to 36 month terms), Klarna (Pay-in-4, Pay-in-30 or longer terms) or Afterpay (Pay-in-4, typically up to about $4,000).

The customer applies at checkout in roughly 30 seconds and gets an instant decision. The contractor is paid in full upfront and the provider owns collections and default risk. Financing works independently of the payment processor, so it is available on newer and legacy accounts alike. Provider fees are set by the providers and are not QuoteIQ rates, so review each provider’s terms.

Financing pairs well with Options estimates (good, better, best), invoicing, online payments, e-signatures and Before & After AI previews of the finished job. The CFPB reports that the buy-now-pay-later market kept expanding from 2019 to 2023.

Yes. Beginner includes 2 user seats for $74.99 a month, so an owner and one helper or partner can each have a login to the same customer database, with full iOS, Android and web access (mobile and web access). It suits two-person crews because the field tools are included: MapMeasure Pro for remote quoting, QuoteIQ Cam for shared job photos and inspection reports, Expense Tracking for receipts and Advanced Analytics for revenue and conversion.

What Beginner does not do is team coordination. ClientHub calling and texting, automated follow-ups, the Client Portal and Job Costing start at Pro, and assigning individual people to jobs in the scheduler is a Pro capability, so a two-person crew on Beginner works from one shared schedule.

The third person is the trigger to move up: Pro adds 4 seats at $149.99, Elite gives 10 seats at $299 and Max offers unlimited users at $699. The BLS projects installation, maintenance and repair employment to grow faster than average from 2025 to 2035, so hiring is a question of when.

Yes. Every QuoteIQ plan includes a 14-day free trial with full access to the features of the plan you choose, one trial per person, business and payment method, a credit or debit card is required to start. Choose Beginner at signup and you can use MapMeasure Pro, QuoteIQ Cam, Expense Tracking, Advanced Analytics and the 1,500 monthly IQ Credits during the trial.

The trial converts to a paid plan at the selected rate ($74.99 monthly or $749.99 annually) unless you cancel before it ends, and you can cancel any time during the trial. If Beginner is more than you need, start on Essentials at $29.99 instead and upgrade later; upgrades mid-cycle are prorated and credits increase immediately.

Your data stays yours: customers own their data, and Export Data is available on every plan. The IRS advises keeping business records as long as they may be needed to prove income or deductions, so export your records before you change or cancel a plan.