Everything You Need to Get Started

The Essentials plan includes everything a solo contractor needs: estimates, invoices, invoice subscriptions, scheduling, online payments with Stripe, tips, a price book, business calculators, the National Average Guide, Client Portal, Tap to Pay, mass contact import, basic analytics, data export, and 500 AI Credits per month for AI Autopilot, AI Estimator, Virtual Call Team, Before/After Image Generator, and AI Text Generator.

$29.99 per month billed monthly, or $299.99 per year (saving 2 months). The Essentials plan includes 1 user and 500 IQ Credits per month. A 14-day free trial is available. Credit or debit card required to start.

AI Credits (IQ Credits) power all of QuoteIQ’s AI features. On Essentials you get 500 per month. Use them for AI Autopilot (natural-language CRM control), AI Estimator (photo-based estimates), Virtual Call Team (24/7 AI call answering), Before/After Image Generator, and AI Text Generator. Credits reset monthly and do not roll over. Additional credits can be purchased.

Yes. Upgrades happen immediately with prorated billing. Move to Beginner ($74.99/mo, 2 users), Pro ($149.99/mo, 4 users), Elite ($299/mo, 7 users), or Max ($699/mo, unlimited users) at any time. No penalties or fees for changing plans.

Essentials does not include MapMeasure Pro, QuoteIQ Cam, Review Multiplier, or E-Signatures (Beginner and above). It also does not include ClientHub phone/texting, Job Costing, or QuickBooks integration (Pro and above), or team management features like EmployeeHub, Route Optimization, Dispatching, InstaQuote, or InstaSchedule (Elite and above). Sales Team Tracker and Crew Management are Max only. AI Website Builder is available as an add-on.

Yes. Every QuoteIQ plan — including Essentials — comes with a 14-day free trial with full access to all features in your selected plan. Credit or debit card required to start. Cancel anytime with no penalties.

Solo operators and one-person service businesses who need professional estimates, invoicing, scheduling, and online payments without the complexity of team management tools. If you’re a single contractor running your own jobs and want to stop using spreadsheets, paper, or generic invoicing apps, Essentials gives you everything you need at $29.99/month.

Yes. QuoteIQ works on iOS, Android, and web. The mobile app gives you full access to estimates, invoicing, scheduling, payments, and all AI features. Create and send estimates from the job site, collect payments on the spot with Tap to Pay, and manage your entire business from your pocket.