Published February 2026 · Updated September 2026
One user, 500 IQ Credits, and the whole core CRM — estimates, invoicing, scheduling, customer payments and consumer financing — for less than most contractors charge for a single hour of work.
QuoteIQ Essentials is the entry tier at $29.99 per month, built for the one-person service business that needs a real CRM — estimates, invoices, a calendar, customer payments and consumer financing — without paying for crew tools it will not use for another year. Essentials carries 1 user seat and 500 IQ Credits a month, and includes all four estimate formats — Standard, Quick, Options and Package — plus invoicing, recurring invoice subscriptions, scheduling, the customer database, e-signatures, online payments, consumer financing and full iOS, Android and web access. Annual billing is $299.99 a year — two months free. Every plan includes a 14-day free trial of the plan you choose.
TL;DR: Essentials is $29.99 a month, or $299.99 a year, for 1 user and 500 IQ Credits. You get the complete quoting and billing engine — line-item estimates, good-better-best options, invoicing with deposits and tips, a real calendar, e-signatures, Affirm, Klarna and Afterpay financing, the business calculators and data export. Every AI tool in the platform is switched on and metered by credits rather than locked away. What Essentials does not carry is the field and team layer: satellite measurement, photo documentation, a business phone line, automations, job costing and accounting sync all sit further up the ladder at Beginner and Pro. For a solo operator whose competition is a notebook and a free invoice app — a trade where the Bureau of Labor Statistics counts roughly 569,000 annual openings and the Census Bureau tracks millions of businesses with no payroll at all — that is the entire job.
Most solo contractors do not fail because they lack software. They lose money in the seams between four free tools that never speak to each other — a quote written in a notes app, a job scribbled on a calendar, an invoice sent from a payment app, and a follow-up that never happens because nothing reminded anyone it was due.
Essentials closes those seams for the price of a tank of fuel. A customer record in the client database carries their address, their history and their documents. An estimate built from the price book converts to an invoice in one tap. The payment posts back to that same record. Nothing is rekeyed, and nothing falls through — which matters more at one user than at ten, because at one user there is no office manager catching the misses.
The second thing $29.99 buys is optionality on price. Because consumer financing is switched on at the entry tier, a solo roofer or foundation repair contractor quoting a five-figure job can put an installment option in front of the homeowner on the same estimate — without a dealer program, a separate portal or a higher plan. That is unusual at this price point, and it is the single feature that most changes what a one-truck business is able to quote.
Essentials includes 500 IQ Credits every month, reset each billing cycle. Credits are the platform’s metering unit for AI work — a photo-based AI estimate, a before-and-after render, a Virtual Call Team minute at 125 credits, or a Proposal send at 100 credits. Every AI action shows its credit cost and asks you to confirm before it runs, so nothing draws from the balance by surprise.
Monthly price for 1 user. Annual billing runs $299.99 — ten months paid, twelve months used.
IQ Credits included every month, covering AI estimating, text generation and call minutes.
Estimate formats on the entry tier: Standard, Quick, Options and Package.
Free trial length, with access to the features of whichever plan you select.
The full quoting, billing, scheduling and payment core — plus the AI layer and consumer financing. No feature here is an add-on and none of it is upsold per action beyond the credit meter.
Full line-item quoting from your price book, with photos, notes, terms and your license number on the PDF. Markup and discount controls, real-time totals, deposit requirements.
For simple jobs priced on the spot. Built for the driveway conversation where a full line-item build would cost you the close.
Good, better and best tiers on one document. The single highest-leverage upsell format for a solo operator with no sales team behind them.
Bundled service offerings priced as a unit — seasonal maintenance packages, multi-service bundles, recurring-service framing.
Customers approve and sign on their phone. Editing an estimate after it goes out automatically voids the outstanding signature request, so nobody signs a stale number.
Any estimate can go out as a branded proposal — company story, services, photo gallery, documents and reviews. Available on every plan; a send draws 100 IQ Credits.
One tap from an accepted estimate. Partial payments, deposits, Net 15/30/60/90 terms, automated payment reminders, audit trail, invoice templates and expiration dates.
Recurring billing with full discount, tax, fee and deposit math — the backbone of any maintenance-contract business running monthly or quarterly service.
Customers pay by credit or debit card, ACH bank transfer, Apple Pay or Google Pay, with embedded on-page checkout. Cash and cheque are recorded manually in the app.
Affirm up to $30,000 a job over 3 to 36 months, Klarna Pay-in-4 and Pay-in-30, and Afterpay Pay-in-4 to roughly $4,000. You are paid in full up front; the provider owns collections.
A tip prompt at online checkout. Small money that compounds fast on high-frequency residential routes.
Tax applied and tracked on estimates and invoices, so the year-end reconciliation is a report rather than an archaeology project.
Drag-and-drop across day, week and month views, colour-coded by status, with multi-day jobs as continuous events and automated appointment reminders by text or email.
Every contact, document, job and payment on one record, with mass contact import and AI Smart Import for the CSV you are carrying out of your last CRM.
A task list with an outstanding-items badge in the main navigation — the closest thing a one-person business has to an office manager.
Paint, mulch and downstream injector calculators, plus the National Average Guide covering roughly six major home-service industries.
iOS, Android and browser with full parity. Quote from a driveway, invoice from a truck, reconcile from a kitchen table.
Your records are yours. Export is available on every plan, including this one — which is the only honest way to sell a subscription.
Jobs, estimates and invoices can carry more than one contact, and the emails and texts QuoteIQ sends fan out to all of them. For a solo contractor working property managers, landlords or two-decision-maker households, that removes the most common reason a job stalls: the person who booked it was not the person who had to approve it.
A plan page that only lists inclusions is a brochure. Here is the exact ceiling, and the trigger that tells you it is time to move up. Nothing below is an add-on you can buy onto Essentials; each one arrives with a specific tier.
| Capability | Essentials | Arrives at | The trigger to upgrade |
|---|---|---|---|
| MapMeasure Pro | Not included | Beginner | You start quoting without driving to the property. |
| Property Street View & Zillow Quick Access | Not included | Beginner | You want property context before you price the call. |
| QuoteIQ Cam & Inspection Forms | Not included | Beginner | Photo evidence starts deciding disputes and closes. |
| Expense Tracking | Not included | Beginner | You are guessing at margin instead of measuring it. |
| Contract Attachments | Not included | Beginner | Jobs need a signed contract PDF riding with the estimate. |
| Mass Invoicing & Advanced Analytics | Not included | Beginner | You bill a route, not a job at a time. |
| ClientHub business number | Not included | Pro | Your personal mobile has become the company line. |
| Email & Text Automations | Not included | Pro | Follow-up is the thing you keep forgetting to do. |
| Client Portal & Website Contact Forms | Not included | Pro | Customers expect self-service and your site needs to feed the CRM. |
| Job Costing & QuickBooks Online | Not included | Pro | You want profit per job, not revenue per month. |
| InstaQuote & InstaSchedule | Not included | Elite | You want the website booking work while you sleep. |
| Pipelines & Deals, Mass Campaigns, Inventory | Not included | Elite | Forecasting, remarketing and stock become real problems. |
| Route Optimization & Route Density | Not included | Elite | Windshield time is eating the margin on every stop. |
| EmployeeHub, Time Tracker Pro, Location Tracking | Not included | Elite | You have staff whose hours need to be trusted. |
| Unlimited users, Crews, Sales Team Tracker | Not included | Max | Headcount growth has become the constraint on price. |
| Review Multiplier | Not included | Higher tier | You want the review pipeline running without you. |
Essentials carries one user. The moment a second person needs their own login — a spouse handling the books, a first hire running a second truck — Essentials is done, because roles and permissions only matter when there is more than one role. Beginner carries 2 seats, Pro carries 4, Elite carries 10, and Max is unlimited at a flat price. Sharing one login between two people is the failure mode to avoid — it destroys the per-user attribution that makes the records worth keeping.
Solo operations look different depending on what is in the truck. These are the realistic first-90-day setups by trade, with the free pricing tool most worth bookmarking before you ever open a plan page.
Build the price book around surface types and square-foot rates, then quote from the driveway with a Quick Estimate. Price-check yourself against the pressure washing cost calculator before you commit a rate, and use the downstream injector tool inside Business Calculators for mix ratios. Soft washing and roof washing work the same way.
This is the trade Invoice Subscriptions were built for: put every recurring cut on a subscription and stop re-invoicing the same forty customers weekly. Set your rates against the lawn care cost calculator, and read the lawn care software FAQ before you build the price book. Landscaping and irrigation add material lines on top.
Quote in Options format — one coat versus two, trim included or not — because painting is the trade where the good-better-best document reliably moves the average ticket. The painting cost calculator and the painting invoice template are the two files to steal first, and the painting FAQ covers the rest.
Recurring revenue again: weekly and biweekly clients belong on subscriptions with tips enabled at checkout, which matters more in cleaning than in any other trade. Start from the house cleaning cost calculator and the house cleaning invoice template. Commercial cleaning runs on the same spine.
The widest job mix of any trade, which makes the price book the whole battle. Build it once from the handyman invoice template, lean on Package Estimates for the repeat combinations, and keep the full calculator library open for the jobs you price once a year.
High-ticket, high-variance work where consumer financing on the entry tier changes what a homeowner says yes to. Sanity-check removals against the tree removal cost calculator, and see the tree care FAQ. Stump grinding is usually the attached second line.
Seasonal and route-dense, so the calendar matters more than the quote. Price with the gutter cleaning cost calculator and put repeat customers on scheduled seasonal visits. Gutter installation and guard installation shift you toward financed tickets.
Package pricing and tips do most of the work here. Build tiers with Package Estimates, publish rates from the car detailing price list template, and keep tips on at checkout. Boat detailing and fleet washing are the natural expansions.
Licensed trades with the highest financed-ticket upside on Essentials. Use the HVAC cost calculator, the HVAC invoice template and the electrical invoice template; the HVAC FAQ, plumbing FAQ and electrician page cover the trade-specific setup.
The biggest tickets in residential service, which is why financing at $29.99 is the headline. See the roofing FAQ, and for adjacent work the siding, metal roofing and insulation pages, plus the insulation cost calculator.
Material-heavy quoting where the estimate maths has to be right before the truck moves. Use the concrete, deck and fence calculators, and the concrete FAQ, deck building and fence installation pages.
Route businesses that live and die on the calendar and on rebooking. Read the window cleaning FAQ, and for the off-season lines see Christmas lighting, snow removal and the holiday lighting cost calculator.
QuoteIQ publishes a library of free cost calculators and price-list templates — carpet cleaning, air duct cleaning, dryer vent cleaning, pest control, epoxy flooring, flooring, drywall, demolition, land clearing, French drain, mold remediation, foundation repair, basement waterproofing, EV charger installation, artificial turf, junk removal, bin cleaning, fleet washing, landscaping, construction, contractor and auto repair among them. None of them require an account. Price the work first; pick the plan second.
Two separate flows get confused constantly, so it is worth separating them cleanly: how you pay QuoteIQ, and how your customers pay you.
New subscriptions are processed by Whop, which is the processor for all new accounts. Accounts established earlier on Stripe are legacy: they can stay on Stripe or migrate to Whop, and that migration runs one way only. Visa, Mastercard, American Express and Discover are accepted, billing is in US dollars, and the plan auto-renews each cycle at the then-current price. Mobile subscriptions bought as in-app purchases are governed and cancelled through the Apple App Store or Google Play.
Homeowners and property managers pay invoices by credit or debit card, ACH bank transfer, Apple Pay or Google Pay through embedded on-page checkout — no redirect, no separate portal. Cash and cheques are recorded manually against the invoice so the books stay complete. Payout and bank details are configured in settings, recurring auto-pay is supported, and saved cards show on the customer profile.
Processing fees vary by payment method, account configuration, risk profile, industry and volume, so QuoteIQ does not publish rates — and neither should any page quoting them to you. Ask for your own numbers when your account is configured. What is fixed is that the money and the record land in the same place: a paid invoice updates the customer record, the job, and the revenue reporting simultaneously.
Consumer financing runs on every plan, including the 14-day trial, and it is independent of which processor your account uses. Affirm covers up to $30,000 a job across 3 to 36 months in the US and Canada; Klarna offers Pay-in-4, Pay-in-30 and longer terms; Afterpay handles Pay-in-4 up to roughly $4,000. The customer applies at checkout in about thirty seconds and gets an instant decision, you are paid in full up front, and the provider carries collections and default risk. Refunds behave like card refunds — the provider cancels the remaining instalments.
The compliance question comes up constantly and the answer is short: the Consumer Financial Protection Bureau treats buy-now-pay-later as consumer credit, and the providers — not the contractor — hold the disclosure and licensing obligations. You are offering a payment option, not originating credit. For a solo remodeler, waterproofing contractor or solar installer, that distinction is what makes a five-figure quote feasible without a finance partner relationship.
This is the structural difference between QuoteIQ’s plan ladder and most of the market. AI is not a higher tier and not a bolt-on subscription — it is metered by IQ Credits, and Essentials gets 500 of them a month. The tools are the same tools a Max account uses; the budget is smaller.
Conversational control of the whole CRM by voice or text, with 55 integrated tools across 13 categories. “Move all of today’s jobs to Friday and text every customer” is a real command. In the app the interface is labelled Ask AI — same feature, different name.
Photo-to-quote. It reads property photos, asks targeted follow-up questions and produces market-accurate line-item pricing for your area — used once per new estimate.
A realistic “after” preview generated from the actual job photo in roughly fifteen to twenty seconds, attachable to any estimate or invoice. Each regeneration draws credits again.
One-tap professional messages in text fields across the app. The fastest way for a tired solo operator to stop sending three-word replies to homeowners at 9pm.
An AI phone team answering inbound around the clock, qualifying leads, filtering spam and transcribing every call. Priced per minute at 125 IQ Credits, so minutes are limited by the plan’s credit allowance — Essentials buys a modest number of them, not an unlimited answering service.
Measurement Library and conversational reporting through the IQ Terminal, both shipped in July 2026. AutoMeasure draws 100 credits per run; property and parcel lookups draw 50.
A light-AI solo month — service descriptions written with AI text generation, a handful of Autopilot commands, an occasional AI estimate — typically runs a few hundred credits. A heavy month does not: five AutoMeasure runs alone is 500 credits, and a single Proposal send is 100. If you are running out before the cycle resets, the honest read is not that you need a top-up pack — it is that you have outgrown the entry tier and Beginner at 1,500 credits or Pro at 3,000 is cheaper than buying credits repeatedly.
One legal note worth stating plainly, because it is the part contractors get wrong: IQ Credits are not money. They have no cash value, they are not transferable, they are not refundable once purchased or consumed, and they expire without value if the account is cancelled. They are a usage meter. The core CRM — quoting, invoicing, scheduling, payments — never requires them.
Five tiers, each adding a specific operational layer rather than an arbitrary feature count. Annual billing on every tier is ten months paid for twelve months used.
Upgrading mid-cycle charges the prorated difference, credits jump to the new allowance immediately, and annual rates adjust proportionally. Nothing is lost in the move — records, documents and history carry across, because the plan gates features rather than partitioning data. The full ladder, including what each tier adds, is laid out on the pricing page, and the features directory documents each capability in isolation.
Two things sit outside the ladder. The AI Website Builder is a $34.99 per month add-on on Essentials through Elite and is included on Max. Additional businesses are a paid add-on below Max, and Max includes four. Done-For-You onboarding — contact import, price book setup and a one-to-one session — is a one-time service sold in two tiers at $299.99 and $999.99. None of those are required to run Essentials; the platform is self-serve by design.
Competitor pricing in this category changes often, plans get renamed, and several vendors have moved to quote-only pricing with no published rate card at all. Rather than print figures that will be wrong by the time you read them, here is the comparison framework — check every number on the vendor’s own pricing page on the day you decide.
The platforms a solo contractor will shortlist against Essentials are Jobber, Housecall Pro, ServiceTitan, Workiz, Kickserv, Service Fusion and, for bid-automation specifically, ResponsiBid. QuoteIQ maintains head-to-head breakdowns for each in the comparison directory. Four questions decide the entry-tier shortlist:
Several platforms price a solo operator attractively and then charge per additional seat, so the quoted entry price is only honest for exactly one person. Ask what the second and third seats cost before you compare monthly figures at all.
Some vendors pair a modest monthly rate with a one-time onboarding charge that materially changes first-year cost. A monthly figure quoted without its setup fee understates what you will actually pay.
Pipelines, AI receptionists, marketing suites and consumer financing are frequently separate line items. Build the comparison from your actual required feature list, not from the tier names.
Month-to-month, annual-billed-upfront and multi-year terms are all present in this market, with different refund behaviour. QuoteIQ is month-to-month with no penalty for cancelling; confirm the equivalent in writing elsewhere.
Treat any competitor comparison older than about a quarter as unreliable, including this one. Vendors in this category have restructured plans, renamed tiers, withdrawn published pricing and shipped AI features that older articles still claim they lack. If you are running the numbers seriously, open each vendor’s own pricing page in a tab alongside QuoteIQ’s and compare on the same day. The enterprise pricing calculator is a useful sanity check on what the upper end of this market actually costs.
Software is only cheap relative to what it replaces or recovers. For a one-person business the honest test is whether the subscription clears its cost in avoided waste before it clears it in new revenue.
Start with drive time. The IRS standard mileage rate for business use sits at 76 cents per mile from 1 July 2026, up from 72.5 cents in the first half of the year. A single avoided round trip to quote a job forty miles away is roughly $61 in vehicle cost alone before you count the two hours. On a page about a $29.99 subscription, that is the whole argument for remote quoting — and the reason MapMeasure Pro at Beginner is the most commonly justified single upgrade in the ladder.
Then labour. The Bureau of Labor Statistics put the median annual wage for installation, maintenance and repair occupations at $59,620 in May 2025, against $50,980 for all occupations — and projects the group growing faster than average through 2035, with around 569,000 openings a year. In grounds maintenance, median pay was $40,080, or $19.27 an hour. Value your own hour at the median for your trade and the subscription is covered by saving ninety minutes a month on admin. Most solo operators lose considerably more than that to rekeying quotes.
Third, the recovery number nobody tracks: quotes that never get followed up. A one-person business without a CRM has no mechanism to notice that an estimate went out eleven days ago and nobody replied. That is not a software feature, it is a structural gap — and closing it is worth more than every other line on this page combined. The Small Business Administration’s management guidance makes the same point in duller language: the businesses that survive are the ones that measure.
Finally, scale context. The Census Bureau’s Nonemployer Statistics track US businesses with no paid employees at all — the exact population Essentials is priced for. It is a very large share of the trades, and it is the segment most systematically underserved by software priced per seat for teams of ten. That is the gap this tier exists to fill.
Monthly is $29.99; annual is $299.99 — twelve months for the price of ten, a saving of about $60 a year. Take the annual rate only once you have run a full seasonal cycle on the platform, because the second most common mistake a new subscriber makes is committing annually to a tier they outgrow in ninety days. The first is staying on a notebook.
Eight questions, answered the way a working contractor would want them answered.
QuoteIQ Essentials costs $29.99 per month, or $299.99 per year billed annually — ten months paid for twelve months of service, a saving of roughly $60 a year. That price covers 1 user seat and 500 IQ Credits per month. There is no setup fee attached to the plan itself and no per-feature upcharge inside it: estimating, invoicing, scheduling, customer payments and consumer financing are all included at that rate.
Two optional costs sit alongside it. The AI Website Builder is a $34.99 per month add-on, and Done-For-You onboarding is a one-time service in two tiers at $299.99 and $999.99. Neither is required. Payment processing fees for taking customer payments vary by method, configuration, industry and volume and are quoted per account rather than published. For context on what the rest of this market charges, the Census Bureau’s nonemployer data shows how much of the trades operates at exactly this scale — one person, no payroll — which is the segment this tier is priced against. Full ladder pricing sits on the pricing page.
Essentials includes the complete core CRM. On the quoting side that is all four estimate formats — Standard, Quick, Options and Package — plus the price book, e-signatures and Proposal+ branded proposals at 100 IQ Credits a send. On the billing side: invoicing, recurring invoice subscriptions, tips, tax tracking, and customer payment by card, ACH, Apple Pay or Google Pay with cash and cheque recorded in-app.
Operationally you get scheduling and calendar, the customer database with mass import, reminders and tasks, business calculators with the National Average Guide, basic analytics, data export, and full iOS, Android and web parity. The whole AI suite is switched on and metered by the 500 monthly credits. Consumer financing is included, which the CFPB classifies as regulated consumer credit carried by the provider, not by you.
Essentials at $29.99 is right if you quote in person and document jobs lightly. Beginner at $74.99 is right the moment you start quoting remotely or need photo evidence. The $45 monthly gap buys four things: MapMeasure Pro satellite measurement inside estimate creation, QuoteIQ Cam with inspection reports and 4K storage, expense tracking, and a second user seat. It also triples the credit allowance from 500 to 1,500.
The arithmetic usually settles it on drive time alone. At the IRS business mileage rate of 76 cents per mile from July 2026, two avoided site visits a month of forty miles each is about $122 in vehicle cost — before the four hours. If you are a roofer, lawn care operator or pressure washer quoting measurable exterior surfaces, Beginner tends to pay for itself inside a month. If you quote interiors on site anyway, stay on Essentials and put the difference into the truck.
Yes — consumer financing is on every QuoteIQ plan, from Essentials at $29.99 through Max at $699, and it runs during the 14-day trial as well. Three providers are built in: Affirm finances up to $30,000 per job over 3 to 36 months in the US and Canada, Klarna offers Pay-in-4, Pay-in-30 and longer terms, and Afterpay handles Pay-in-4 up to roughly $4,000. It is independent of which processor your account runs on.
The mechanics matter for cash flow: the customer applies at checkout in about thirty seconds and gets an instant decision, you receive the full job amount up front, and the provider owns collections and default risk. Refunds behave like card refunds — the provider cancels the remaining instalments. The Consumer Financial Protection Bureau treats these products as consumer credit and places disclosure obligations on the provider rather than the contractor. For high-ticket trades — tree care, foundation repair, remodeling, HVAC — this is the single feature that most changes what a solo operator can quote.
Every plan includes a 14-day free trial, and the trial gives you the features of the plan you choose — pick Essentials and you trial Essentials, pick Pro and you trial Pro. A credit or debit card is required to start. One trial is available per person, per business and per payment method. At the end of the fourteen days the trial converts automatically to a paid subscription at the selected plan’s rate unless you cancel first, and you can cancel at any point during the trial.
Use the two weeks deliberately rather than browsing. Import your contacts with AI Smart Import, build the price book properly, send three real estimates to actual customers, and take one payment through online checkout end to end. That is the only test that tells you anything. The SBA’s guidance on evaluating business systems says much the same thing: test against your real workflow, not a demo dataset. Start at the pricing page or book a walkthrough first.
IQ Credits are QuoteIQ’s usage meter for AI features, and Essentials includes 500 per month, reset at the start of each billing cycle. The ladder runs 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max, where multiple companies under one account share a single pool. There is no separate AI subscription — the tools are included and the credits govern how much you use them.
Known costs help you plan: a Virtual Call Team minute is 125 credits, an AI AutoMeasure run is 100, a property or parcel lookup is 50, and a Proposal send is 100 — free on the trial and on Elite and Max. Text generation is low-cost and scales with message length. Every AI action shows its credit cost before it runs and asks you to confirm. Top-up packs are available for purchase, but credits have no cash value, are non-transferable and non-refundable once consumed, and expire if the account is cancelled — so treat them as a meter, not a balance, and budget them the way the SBA suggests budgeting any variable operating input. AI Autopilot and AI Estimator are where most of a solo operator’s credits actually go.
Yes. QuoteIQ is month-to-month with no contracts, no minimum commitment and no cancellation penalty, and that applies to Essentials exactly as it does to Max. Subscriptions auto-renew each cycle at the then-current plan price until you cancel. If you bought through the Apple App Store or Google Play as an in-app purchase, the cancellation is handled through that store rather than in the app, because the store governs the subscription.
Before you cancel anything, export. Data export is available on every plan including Essentials, customers own their data, and QuoteIQ never stores card numbers — those sit with the processor. Pull your customer records, invoice history and estimate archive to CSV first so nothing depends on account state. If cost is the reason you are cancelling, check whether annual billing at $299.99 solves it, or whether the free calculator library covers what you actually use. The SBA publishes reasonable guidance on reviewing recurring business costs.
For a genuine one-person operation, the best CRM is the cheapest one that still links quoting, scheduling, invoicing and payment on a single customer record — which is why QuoteIQ Essentials at $29.99 a month with 1 seat and 500 IQ Credits is built the way it is. The three things to insist on at this scale are: financing available at the entry tier, AI that is metered rather than tier-locked, and genuine mobile parity, because a solo contractor does most of their admin standing up. Price the work first with the free calculator library, then pick the tier.
Shortlist honestly and check every price on the vendor’s own page the day you decide — this category restructures plans frequently and several vendors have withdrawn published pricing entirely. QuoteIQ keeps head-to-head breakdowns in the comparison directory, and the features directory documents each capability so you can compare like for like rather than by tier name. Then weigh it against what you are actually paying now in lost time: with the BLS median wage for installation, maintenance and repair at $59,620 in May 2025, ninety minutes a month of recovered admin time covers the subscription. Start on the pricing page and trial the tier you would actually buy, not the biggest one.
A product walkthrough of how home service contractors run quoting, scheduling, invoicing and payment from one app.
Most solo contractors are sending real estimates the same afternoon they sign up. This is the order that works.
Sign up and select Essentials. The 14-day trial gives you the features of the plan you choose, and you can cancel at any point during it.
Load your services and rates, then bring contacts across with AI Smart Import. This is the step that decides whether everything after it is fast.
Configure payout and bank details in settings to enable card, ACH and wallet payments plus consumer financing at checkout.
QuoteIQ LLC was founded on 21 September 2022 and is based in Savannah, Georgia. It was built by two service business operators who had run the software problem themselves.
Mike Vidan is a Co-Founder of QuoteIQ and a long-standing voice in the home service trades. His work shaped the platform’s core conviction that pricing, measurement and follow-up should live in one place rather than in four apps — the design principle that makes the entry tier worth using rather than just worth buying. More of his writing is collected on his insights page.
Justin Rogers is a Co-Founder of QuoteIQ, focused on how service businesses grow from a single operator into a crew. That progression is why the plan ladder is structured around operational transitions — the first hire, the first route, the first office person — rather than arbitrary feature counts. His work is collected on his insights page.
4.7 stars across 4,103 reviews, and 40,000+ contractors on the platform.
“QuoteIQ has already started paying dividends for my new business. The Estimates and Invoices are outstanding, including the ability to add photos. Clearly, lots of entrepreneurial thinking has gone into the design of this CRM! If you’re considering your options, choose QuoteIQ”
“I recently started my pressure washing business and this app has made it so easy to quote jobs. It’s easy to use, you can itemize your quotes and it is super professional. You can even set up payment options within the app. This app is a must for any service industry.”
“I have a lawncare business, was unorganized, but QuoteIQ changed everything. Estimates, scheduling, billing and invoicing are seamless. Tax prep easier. Best CRM by functionality and price.”
One seat, 500 IQ Credits, the whole quoting and billing core, and financing your customers can actually use — for $29.99 a month.
14-day free trial of the plan you choose · Month-to-month · Cancel anytime
Tell Google that QuoteIQ is a source you trust. One tap unlocks up to 40% off your annual plan. No free trial — billed in full at checkout.
Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
