QuoteIQ Beginner: Where Solo Contractors Unlock Remote Quoting and AI

QuoteIQ Beginner is the second-tier plan at $74.99/month, designed for solo contractors and 2-person crews who need real field tools and AI volume — but don’t yet need team automation or accounting integration. The plan includes 2 user seats, 1,500 monthly IQ Credits, and unlocks the field-tool toolkit that defines this tier.

The four Beginner-exclusive features:

• MapMeasure Pro — Satellite-based property measurement (linear, area, roof pitch) so you quote remotely instead of driving to every property.
• QuoteIQ Cam — Photo and video documentation tied to jobs and customers. Replaces a $30/mo CompanyCam subscription.
• Review Multiplier — Automated 5-star Google review request system that triggers after job completion.
• 1,500 monthly IQ Credits — 3x the credit allowance of Essentials, enough for daily AI Estimator use, automated AI follow-ups, and Virtual Call Team minutes.

Beginner also includes everything from Essentials: estimates, invoicing, scheduling, online payments via Stripe, Consumer Financing (Affirm, Klarna, Afterpay), client portal, mobile and web access, and e-signatures. Annual billing saves 2 months at $749.99/year (effectively $62.50/mo).

Beginner ($74.99/mo) and Pro ($149.99/mo) are both strong tiers, but they target different stages of business growth. The price difference is $75/month — the question is whether the Pro-exclusive features pay for themselves at your current scale.

Stay on Beginner if: You’re a solo operator or 2-person crew. You’re comfortable using your personal phone for customer texts/calls. You manually follow up with customers after jobs. You don’t yet have enough job volume to justify QuickBooks. You have under 30 jobs per month.

Upgrade to Pro when any of these become true:

• You hire your first or second crew member and need 3-4 user seats.
• Customer messages start mixing with personal texts on your phone — that’s ClientHub territory.
• You’re forgetting to follow up on quotes or send “on the way” texts — that’s Email/Text Automation.
• You don’t actually know which job types are profitable — that’s Job Costing.
• You’re paying someone to manually re-enter QuoteIQ invoices into QuickBooks — that’s QuickBooks Integration.

The math: Pro costs $75/mo more. If ClientHub saves 30 minutes per day, Email Automation captures one extra job per month, or Job Costing helps raise prices 5% on unprofitable job types — Pro pays for itself within weeks.

MapMeasure Pro on QuoteIQ Beginner replaces the EagleView workflow that most contractors rely on for remote property measurement. The differences are economic and operational.

EagleView (the legacy approach): Order a property report ($15-90 per report depending on detail level), wait 2-24 hours for the report, receive a PDF or DXF file with measurements, manually transcribe those measurements into your CRM’s estimate. The cost adds up — 50 reports per month at $50 average = $2,500/month just for measurements, plus the manual transcription time.

MapMeasure Pro (included on Beginner): Pull up the property in QuoteIQ’s satellite interface, draw the area you want to measure (linear feet for fences/edging, square footage for roofs/driveways/patios, roof pitch for re-roofing), and the measurement is instantly available in your estimate. No waiting, no transcription, no per-report fee. Included at $74.99/mo flat for unlimited measurements.

The math: MapMeasure Pro pays for itself in roughly 2 EagleView reports per month. For pressure washing, lawn care, fence installation, soft washing, roof cleaning, and roofing contractors, this is typically the single biggest reason to be on Beginner or above.

Review Multiplier is the automated 5-star Google review request system included on Beginner and above. It solves one of the biggest growth-blocking problems for solo contractors: most customers will leave you a 5-star review if you ask, but most contractors never get around to asking systematically.

How it works:

• You complete a job and mark it as “done” in QuoteIQ.
• Review Multiplier auto-sends a request via SMS or email after a configurable delay (typically 24-48 hours after job completion).
• The customer clicks a link that takes them directly to your Google Business Profile review form.
• If they had a great experience, they leave a 5-star review.
• If something went wrong, the system can route them to private feedback first — protecting your public rating.

The compounding effect is significant. Most service businesses sit at 30-60 Google reviews. Adding Review Multiplier and consistently completing 20 jobs/month with a 30-40% review response rate adds 6-8 new 5-star reviews monthly. After 12 months, that’s 72-96 new reviews on top of your existing rating — enough to move from “decent” to “dominant” in local search results for your trade.

Yes. QuoteIQ Beginner includes 2 user seats at the $74.99/month price — making it the right entry point for solo contractors who’ve hired their first helper or business partner.

Both users get full Beginner access: separate logins, full mobile and web access, individual job assignments, and shared customer database. The 1,500 IQ Credits/month is shared across both users.

However, Beginner doesn’t include the team-coordination features that 2-person operations often want once they get more sophisticated:

• No ClientHub in-app calling/texting — both users share customer phone communications through their personal devices.
• No automated job-status notifications between users.
• No automated customer follow-ups.
• No Job Costing for tracking labor across both crew members.

For most 2-person crews, Beginner is the right starting point because it covers field tools and basic CRM. Once you add a third person or want real team coordination, the upgrade is to Pro at $149.99/mo (4 users, ClientHub, automation, Job Costing, QuickBooks).

Yes. QuoteIQ Consumer Financing is included on every plan from Essentials through Max — including Beginner — at no additional cost. Consumer Financing rides on Stripe’s BNPL infrastructure with three providers built in:

• Affirm — Up to $30,000 financed per job, 3-36 month terms.
• Klarna — Pay-in-4 (interest-free), Pay-in-30, or long-term financing.
• Afterpay — Pay-in-4 short-term financing for purchases up to ~$4,000.

Setup is a single Stripe Dashboard toggle — no dealer application, no waiting period. Customers see financing options at checkout, get instant approval, and the contractor receives the full job amount upfront via Stripe (minus standard BNPL processing fees: ~6% + 30¢ for Affirm/Afterpay; promotional 2.9% + 30¢ rates available on Klarna and Affirm for the first 30 days on qualifying accounts).

Per Stripe BNPL data, merchants offering BNPL see up to 14% revenue lift on BNPL-eligible sessions and 21% relative conversion lift on purchases over $250 — directly relevant for Beginner-tier solo contractors quoting jobs in the $500-$10,000 range where the conversion impact is largest.

The 1,500 IQ Credits included with Beginner reset at the start of each billing cycle. Unused credits do not roll over. Additional credits can be purchased à la carte if you exceed your monthly allowance, but most Beginner users don’t hit the cap.

Approximate IQ Credit usage per feature:

• AI Autopilot — A few credits per natural-language command (e.g., “Schedule John Smith for Tuesday at 10am”).
• AI Estimator — Higher credit usage per AI-generated estimate from a photo, since it processes the image and returns priced line items.
• AI Text Generator — Lower credit usage per text completion, suitable for high-volume use during quoting.
• Before/After AI — Credits per AI-generated preview image.
• Virtual Call Team (limited at this tier) — Credits per minute of AI call answering.

To put 1,500 credits in context: a contractor sending 20-40 estimates per month with light AI Estimator use, occasional Before/After AI generation, and AI Autopilot voice commands typically uses 800-1,200 credits. If you’re heavily using Virtual Call Team for 24/7 AI receptionist coverage or doing dozens of photo-based AI estimates daily, you’ll likely want to upgrade to Pro at 3,000 credits or higher.

The 14-day trial is genuinely free — you’re not charged during the trial period. However, a credit or debit card is required to start the trial. This applies across all QuoteIQ plans, including Beginner.

During the trial you get full Beginner access with no limitations: MapMeasure Pro, QuoteIQ Cam, Review Multiplier, the full AI suite, all Essentials features, and the 1,500 monthly IQ Credits allowance.

At day 15, if you don’t cancel, you’re automatically converted to a paid Beginner subscription at $74.99/month (or $749.99/year if you selected annual, saving 2 months). You can downgrade to Essentials, upgrade to Pro/Elite/Max, or cancel from your account settings.

If you cancel during the trial, access continues to the end of the 14-day period, then ends. No cancellation fees or clawbacks. The Price-Lock Guarantee locks in your $74.99/mo Beginner pricing for the life of your continuous subscription.

Yes. QuoteIQ Beginner has no contracts, no minimum commitment periods, and no cancellation fees. Cancel directly from account settings — no retention calls, no friction.

Monthly subscriptions: access continues through the end of the current billing period, then ends. Annual subscriptions: access continues through the end of your paid year, but are not pro-rated for refunds. Your data — customer records, estimates, invoices, payment history, photos, MapMeasure Pro saved properties, QuoteIQ Cam media — remains available for export until your access ends. Use the Export Data feature to download CSVs.

Re-activation within 90 days restores full account history. Beyond 90 days, account data may be permanently deleted per QuoteIQ’s data retention policy. By contrast, ServiceTitan requires a 12-month minimum contract with significant cancellation penalties; QuoteIQ’s flat-rate, no-contract model is built for solo and 2-person operations needing flexibility.