QuoteIQ Elite: The Plan That Replaces Your Whole Software Stack

QuoteIQ Elite is the team-tier plan at $299/month, designed for service businesses with 5-10 employees who need everything in Pro plus the team-coordination toolkit: GPS tracking, route optimization, sales pipelines, inventory management, customer self-quoting, and mass campaigns. Elite includes 10 user seats, 5,000 monthly IQ Credits powering all AI features, and unlocks the eight Elite-exclusive features.

The eight Elite-exclusive features:

• EmployeeHub — Centralized employee management with role-based permissions, time tracking, and performance dashboards.
• GPS Tracking — Real-time technician location during work hours.
• Route Optimization — AI-routed daily schedules that cut drive time 15-30%.
• InstaQuote — Customer self-quoting widget for your website.
• InstaSchedule — Customer self-booking that respects your real-time availability.
• Pipelines & Deals — Visual sales pipeline tracking.
• Inventory Management — Track stock, materials, equipment, and consumables.
• Mass Text/Email Campaigns — Broadcast SMS and email to your customer list.

Elite also includes everything from Pro (ClientHub, Client Portal, Email/Text Automation, Job Costing, QuickBooks Integration, Website Contact Forms), Beginner (MapMeasure Pro, QuoteIQ Cam, Review Multiplier), Essentials (estimates, invoicing, scheduling, online payments, e-signatures), and Consumer Financing via Stripe BNPL which is available on every QuoteIQ plan. Annual billing saves 2 months at $2,990/year (effectively $249/mo).

QuoteIQ Elite at $299/mo flat for 10 users sits between Jobber Grow and ServiceTitan in the team-tier market — but with notably different economics.

vs. Jobber Grow ($299/mo): Same headline price. Jobber Grow includes 15 users (more) but starts charging $39/user beyond that. Jobber locks several Elite-equivalent features behind add-ons: AI Receptionist ($99/mo), text marketing ($80/mo), and limits AI tool count. QuoteIQ Elite includes 35+ AI tools at 5,000 credits/mo, native AI Receptionist, and Mass Campaigns at no add-on cost. See full Jobber comparison →

vs. ServiceTitan ($300+/tech): ServiceTitan is the heavy-enterprise option. Pricing starts around $300/tech/month with mandatory 12-month contracts and significant onboarding fees. A 5-tech operation pays $1,500+/month minimum, plus implementation. QuoteIQ Elite at $299/mo flat for 10 users is roughly 80% cheaper at the same team scale. ServiceTitan wins on enterprise depth (HVAC-specific features, advanced reporting, complex multi-location operations) — QuoteIQ wins on price, contract flexibility, and AI tool breadth. See full ServiceTitan comparison →

The honest summary: If you’re a 5-10 person shop running residential service work, QuoteIQ Elite is competitive on features and significantly cheaper than ServiceTitan. If you’re a 20+ tech operation running enterprise commercial HVAC contracts, ServiceTitan’s deeper enterprise tooling may be worth the price premium. Most growing service businesses fall in the first category.

GPS Tracking on QuoteIQ Elite is the real-time technician location feature that activates during configured work hours. It solves three operational problems at the same time: verifying on-site arrival, confirming route adherence, and understanding end-of-day status without phoning each tech.

How it works: Each technician’s mobile device reports location to QuoteIQ during their configured work shift (e.g., Mon-Fri 7am-5pm). The dispatcher dashboard shows all techs on a live map with their current job assignment, time on-site, and route progress. When a tech arrives at a job, the system can auto-mark “on-site” status. When they leave, “departed” timestamps. End of day shows a complete trip log per technician.

What it’s not: It’s not 24/7 surveillance. Tracking only runs during configured work hours. It’s not used for evaluating personal driving outside work. Most QuoteIQ Elite shops configure tracking 7am-5pm Mon-Fri only.

Combined with Route Optimization: The combination is where the real ROI shows up. Route Optimization creates the optimal daily route considering traffic, job duration, tech skills, and start/end locations. GPS Tracking confirms the route is being followed. Per FSM industry data, contractors using these features together report 15-30% reduction in road time — translating to 1-2 extra billable jobs per tech per week.

InstaQuote and InstaSchedule are the customer self-service tools that unlock at the Elite tier. They’re what allow your business to capture leads and book jobs while you’re asleep, in the field, or at family dinner.

InstaQuote is a website widget that gives customers an instant price for your services. The customer enters their property details (address, square footage, services needed), and InstaQuote returns a real price based on your rate card. No waiting for callbacks, no “we’ll get back to you Monday.” Customers who get instant pricing convert at 2-3x the rate of customers who have to wait for human-quoted estimates — especially in residential trades like pressure washing, lawn care, and pest control.

InstaSchedule takes it further: once the customer accepts the InstaQuote price, they can book the appointment directly. The system shows your real availability (factoring crew assignments, GPS data on travel time between jobs, and existing schedule), and the customer picks a slot. The job auto-creates in your calendar with all customer info populated.

Why this matters at the team tier: Solo operators don’t lose much sleep over after-hours leads — they’ll respond when they’re back at their phone. But a 5-10 person operation that misses 20 leads per week to slow response time is leaving real money on the table. InstaQuote + InstaSchedule combined effectively gives you a 24/7 sales rep that never takes a day off.

Yes. QuoteIQ Consumer Financing is included on every plan from Essentials through Max — including Elite — at no additional subscription 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 installment 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 — significant for Elite-tier service businesses quoting jobs in the $1,500-$30,000 range where the price-objection conversion impact is largest.

QuoteIQ Elite is capped at 10 user seats at the $299/month price. To add more users, upgrade to Max at $699/mo, which includes unlimited user seats with no per-user fees ever.

QuoteIQ’s pricing model is flat-rate per plan tier — no per-user surcharges that compound as you grow. This stands in contrast to:

• Jobber: Their Connect plan includes 5 users then charges $39/user. Their Grow plan at $299 includes 15 users then $39/user beyond that.
• Housecall Pro: Charges $35/user beyond their included count on every tier.
• ServiceTitan: Per-tech pricing at $300+/tech with mandatory 12-month contracts.

The math: a 12-tech operation pays roughly $293 + ($39 × 7) = $566/mo on Jobber, vs. $699/mo on QuoteIQ Max for unlimited users. As you grow toward 15-20+ techs, QuoteIQ Max’s flat unlimited model wins decisively. The break-even point is typically around 12-14 users.

Most teams that hit Elite’s 10-user cap upgrade to Max within 30-60 days as they continue hiring. Upgrading is instant and seamless — all customer records, jobs, settings, and configurations carry over.

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 Elite.

During the trial you get full Elite access with no limitations: all eight Elite-exclusive features (EmployeeHub, GPS, Route Optimization, InstaQuote, InstaSchedule, Pipelines, Inventory, Mass Campaigns), all Pro features, all field tools, and the 5,000 monthly IQ Credits allowance. You can add up to 10 user seats and have your full team using the platform during the trial.

At day 15, if you don’t cancel, you’re automatically converted to a paid Elite subscription at $299/month (or $2,990/year if annual, saving 2 months). You can downgrade to Pro/Beginner/Essentials, upgrade to Max, or cancel from your account settings — all without penalty fees.

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 $299/mo Elite pricing for the life of your continuous subscription.

The 5,000 IQ Credits included with Elite 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 Elite users don’t hit the cap unless they’re running 24/7 AI receptionist coverage at high call volume.

To put 5,000 credits in context for a 10-person team:

• Heavy AI Estimator usage — A team processing 50-100 photo-based AI estimates per month uses roughly 1,500-2,500 credits.
• 24/7 Virtual Call Team — Running an AI receptionist around the clock at typical residential service call volume uses roughly 1,500-2,000 credits/month.
• Daily AI Autopilot commands — A 10-person team using voice commands throughout the day for scheduling, quoting, and customer messaging uses roughly 500-800 credits.
• Before/After AI for sales — Generating preview images on closing calls uses 200-400 credits/month.
• AI Text Generator — Lower-credit feature; typical team usage is 100-300 credits/month.

That’s a typical Elite team load of 4,000-5,500 credits — very close to the cap. If you’re consistently exceeding 5,000 credits/month, that’s a strong signal to upgrade to Max at 8,000 credits. Most Elite users find 5,000 credits sufficient unless they’re running high-volume AI receptionist coverage.

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

What happens after you cancel:

• 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. Annual subscriptions are not pro-rated for refunds — cancel 6 months in, keep using for the remaining 6.
• Your team’s data: All customer records, estimates, invoices, payment history, photos, GPS history, EmployeeHub data, pipeline records, inventory records, and analytics remain available for export until your access ends. Use the Export Data feature to download CSVs of every data type.
• Re-activation: Within 90 days, your full account history is restored. Beyond 90 days, account data may be permanently deleted per QuoteIQ’s data retention policy.

This contrasts sharply with ServiceTitan’s mandatory 12-month contract with significant cancellation penalties (often 50%+ of remaining contract value). QuoteIQ’s flat-rate, no-contract model is built specifically for service businesses that need flexibility — seasonal contractors who want to scale up summer crews and down winter, growing teams testing tier upgrades, or operators evaluating CRMs without lock-in risk.