QuoteIQ Pro: The All-In-One Plan for Growing Service Businesses

QuoteIQ Pro is the most popular plan at $149.99/month, designed for service contractors with a small team or growing solo operation who need a complete CRM with AI tools, automation, and accounting integration in one platform. The Pro tier includes 4 user seats (vs. 2 on Beginner), 3,000 monthly IQ Credits powering all AI features (vs. 1,500), and unlocks the four features most contractors find indispensable once they pass the solo stage.

The four Pro-exclusive features are:

• ClientHub — A dedicated business phone line with in-app calling and texting. Customer calls and texts route through QuoteIQ, save automatically to customer profiles, and never get lost in your personal inbox.
• Email & Text Automation — Drip campaigns, payment reminders, “on the way” texts, follow-ups, and review requests fire automatically based on job status.
• Job Costing — Real-time profit tracking per job with labor, materials, expenses, and margin breakdown so you know which job types make money and which lose it.
• QuickBooks Integration — Two-way sync of invoices, payments, customers, and expenses so you stop re-typing data into your accountant’s system.

Pro also includes Website Contact Forms, plus everything from the Essentials and Beginner tiers — including Consumer Financing via Stripe BNPL (Affirm, Klarna, Afterpay) which is available on every QuoteIQ plan, plus MapMeasure Pro, QuoteIQ Cam, Review Multiplier, and the full AI suite. Annual billing saves 2 months ($1,499.99/year, effectively $125/mo). The 14-day free trial requires a credit or debit card to start.

QuoteIQ Pro and Jobber Connect occupy roughly the same price tier — Pro at $149.99/mo, Connect at $169/mo — but the value gap is significantly wider than the $19/month price difference suggests. Three categories of difference matter most:

1. AI tools. QuoteIQ Pro includes 35+ AI tools (AI Autopilot, AI CoPilot, Virtual Call Team, AI Estimator, Before/After AI Image Generation, AI Text Generator) at no additional cost. Jobber Connect includes a more limited “Jobber AI” feature set (voice commands, chat insights, auto-drafted quotes) but lacks photo-based AI estimating and AI before/after image generation entirely. Jobber’s AI Receptionist is a $99/month add-on or requires the Plus plan at $599/month.

2. Per-user economics. QuoteIQ Pro includes 4 users for $149.99 flat. Jobber Connect includes 5 users but charges $39/user beyond that. For a 6-person team, you’re looking at $169 + ($39 × 1) = $208/mo on Jobber vs. an upgrade to QuoteIQ Elite at $299/mo for 10 users — Jobber wins on small overages, QuoteIQ wins as you grow past 6 users.

3. Feature gating. Jobber locks several Pro-equivalent features behind their higher Connect+ tier or behind paid add-ons: in-app calling/texting (Connect), Job Costing (Connect), email/text automation (add-on at $10/mo), text marketing (add-on at $80/mo per Capterra data). QuoteIQ Pro includes all of these natively. See the full Jobber comparison →

That said, Jobber has been around longer, has deeper enterprise relationships in HVAC and plumbing specifically, and a more mature ecosystem of third-party integrations through their app marketplace. If your business depends on specific Jobber-only integrations or you’re already deep in their workflow, the switch isn’t free even if QuoteIQ is cheaper feature-for-feature.

IQ Credits (sometimes shortened to “AI Credits”) are the unit of usage for every AI feature in QuoteIQ. Each AI action consumes a different number of credits depending on its complexity. The Pro plan includes 3,000 IQ Credits per month, which resets 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 Pro users never 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.
• Virtual Call Team — Credits per minute of AI call answering, with the rate depending on call complexity.
• Before/After AI — Credits per AI-generated preview image.
• AI Text Generator — Lower credit usage per text completion, suitable for high-volume use during quoting.

To put 3,000 credits in context: a contractor sending 50-100 estimates per month and running automated AI follow-ups will typically use 1,500-2,000 credits — leaving 1,000+ in reserve for AI Autopilot commands, Virtual Call Team minutes during peak season, or batch image generation for marketing. If you’re running an AI receptionist 24/7 and processing dozens of photo-based estimates daily, you’ll likely want to step up to Elite at 5,000 credits or Max at 8,000.

Yes. QuoteIQ Consumer Financing launched in April 2026 and is included on every plan from Essentials ($29.99/mo) through Max ($699/mo) — including the 14-day free trial — at no additional subscription cost. Pro users get the full Consumer Financing capability with no upcharges or feature gates.

Consumer Financing rides on Stripe’s BNPL infrastructure with three providers built in:

• Affirm — Up to $30,000 financed per job, with installment terms ranging from 3 to 36 months.
• Klarna — Pay-in-4 (interest-free 4 installments), Pay-in-30 (full amount due in 30 days), or long-term financing options.
• Afterpay — Pay-in-4 short-term financing for purchases up to ~$4,000.

Setup is a single toggle from your Stripe Dashboard — there’s no dealer application, no underwriting paperwork, and no waiting period. Most contractors are live with Consumer Financing the same day they enable it. Customers see financing options at checkout, apply in roughly 30 seconds, and get an instant approval decision. The contractor receives the full job amount upfront via Stripe the same day, minus standard BNPL processing fees (~6% + 30¢ for Affirm and Afterpay; some accounts qualify for promotional 2.9% + 30¢ rates on Klarna and Affirm for the first 30 days).

Per Stripe’s published benchmark data, merchants offering BNPL see up to a 14% revenue lift on BNPL-eligible sessions and a 21% relative conversion lift on purchases over $250 — directly relevant for service contractors quoting jobs in the $500-$30,000 range.

QuoteIQ Pro is capped at 4 user seats at the $149.99/month price. To add more users, you’ll upgrade to the next tier rather than paying per-user fees on top of Pro. This is intentional — QuoteIQ’s pricing model is flat-rate per plan tier, with no per-user surcharges that compound as you grow.

Your upgrade path:

• Elite at $299/mo — 10 user seats, 5,000 IQ Credits/mo. Adds EmployeeHub, GPS tracking, InstaQuote, InstaSchedule, Pipelines & Deals, Inventory Management, Route Optimization, and Mass Text/Email Campaigns.
• Max at $699/mo — Unlimited user seats (no per-user fees ever), 8,000 IQ Credits/mo. Adds Sales Team Tracker, Crew Management, the AI Website Builder included free, Priority Support, and 4 Additional Businesses.

Compare to Jobber: their Connect plan at $169/mo includes 5 users but charges $39/user beyond that. Housecall Pro Essentials at $189/mo charges $35/user beyond their included count. ServiceTitan charges $300+ per technician with mandatory 12-month contracts. QuoteIQ’s flat-tier model ends up cheaper as soon as you pass roughly 6-10 employees, which is the typical scaling sweet spot for service businesses.

The 14-day free trial is genuinely free — you’re not charged anything during the trial period. However, a credit or debit card is required to start the trial. This is a deliberate policy across all QuoteIQ plans, including Pro: card-on-file at signup reduces fraudulent trial signups and ensures a smooth transition into paid service for contractors who decide to continue.

What you get during the trial: Full access to every Pro feature with no limitations — all 35+ AI tools, ClientHub, Email/Text Automation, Job Costing, QuickBooks Integration, Consumer Financing, MapMeasure Pro, the entire Pro feature set. The 3,000 monthly IQ Credits allowance applies during the trial.

What happens at day 15: If you don’t cancel, you’re automatically converted to a paid Pro subscription at $149.99/month (or whatever billing cadence you selected — annual billing of $1,499.99/year saves 2 months). You can downgrade to a cheaper plan, upgrade to Elite or Max, or cancel entirely from your account settings — all without penalty fees or lock-in periods.

If you cancel during the trial: You’ll continue to have access until the end of the 14-day period, then lose access. Your data remains exportable. There are no cancellation fees, no clawback charges, and no required reason for canceling.

The Price-Lock Guarantee also applies: if you stay subscribed continuously, your Pro pricing is locked in at $149.99/month for the life of your subscription, even if QuoteIQ raises Pro pricing for new customers in the future.

QuoteIQ Pro’s QuickBooks Integration is a two-way sync between QuoteIQ and QuickBooks Online — meaning data flows in both directions automatically, eliminating the manual re-entry that costs the average small service business roughly $500/month in office labor (per industry research from Repair-CRM).

What syncs from QuoteIQ to QuickBooks:

• Invoices created in QuoteIQ appear in QuickBooks as customer invoices, with the same line items, taxes, and totals.
• Customer records sync, including contact info and billing addresses.
• Payment receipts (credit card, ACH, BNPL via Consumer Financing) post to QuickBooks against the matching invoice.
• Job-related expenses logged in QuoteIQ flow to QuickBooks with proper category coding.

What syncs from QuickBooks to QuoteIQ:

• Customers added in QuickBooks appear in QuoteIQ.
• Invoice payment status updates from QuickBooks reflect in QuoteIQ — so if a customer pays you by check and you record it in QuickBooks, that invoice marks as paid in QuoteIQ.

Setup time: Roughly 5-10 minutes. You authorize the QuickBooks connection through OAuth, map your QuickBooks chart of accounts to QuoteIQ’s service categories, and turn on syncing. Most contractors complete setup with no IT support and no third-party consultant.

This integration is included on Pro and above. Beginner and Essentials users do not have QuickBooks Integration — they would need to upgrade to Pro to access it. Compared to Housecall Pro and Jobber, both of which include QuickBooks Integration on similar tiers, QuoteIQ’s syncing depth is comparable but the flat-rate pricing comes out ahead since neither competitor includes 35+ AI tools at the same price point.

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

Stay on Beginner if: You’re a solo operator or 2-person team. You’re comfortable using your personal phone for customer texts/calls. You manually follow up with customers when a job is done. You don’t yet have enough job volume to justify QuickBooks. You have fewer than 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.
• You start losing customer messages because they’re mixing with personal texts on your phone — that’s ClientHub territory.
• You realize 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 vs. losing money — that’s Job Costing.
• You’re paying an accountant or bookkeeper to manually re-enter your QuoteIQ invoices into QuickBooks — that’s QuickBooks Integration.
• You’re quoting jobs over $1,500 and customers are bouncing on price — Consumer Financing typically lifts conversion 21% on purchases over $250 per Stripe data.

The math: at $149.99/mo, Pro costs $75/month more than Beginner. If ClientHub saves you 30 minutes per day of phone management, or Email Automation captures one extra job per month from a follow-up that would have slipped through, or Job Costing helps you raise prices 5% on unprofitable job types — Pro pays for itself within weeks.

Yes. QuoteIQ Pro has no contracts, no minimum commitment periods, and no cancellation fees. You can cancel directly from your account settings at any time. There are no retention calls required, no “talk to sales to cancel” friction, and no penalties.

What happens after you cancel:

• Monthly subscriptions: Access continues through the end of the current billing period. After that, you lose access to the QuoteIQ app.
• Annual subscriptions: Access continues through the end of your paid year. Annual subscriptions are not pro-rated for refunds, but you keep using QuoteIQ for whatever time remains on your year.
• Your data: All your customer records, estimates, invoices, payment history, photos, and analytics remain available for export until your access ends. Use the Export Data feature to download CSVs of your customer list, invoice history, and other records.
• Re-activation: If you reactivate within 90 days, your full account history is restored. Beyond 90 days, account data may be permanently deleted per QuoteIQ’s data retention policy.

Compare this to ServiceTitan, which requires a 12-month minimum contract with significant cancellation penalties, or any per-seat platform where reducing user counts often requires special account adjustments. QuoteIQ’s flat-rate, no-contract model is built specifically for service businesses that need flexibility — seasonal contractors, growing teams, and operators trying out CRMs without lock-in risk.

Yes. QuoteIQ Pro works on iOS, Android, and any modern web browser — with full feature parity across every device. This isn’t a “mobile companion app” model where the phone version has fewer features than desktop — every QuoteIQ Pro feature works the same way whether you’re on your iPhone in a customer’s driveway, your Android tablet at a job site, or your laptop at the office. Learn more about Mobile & Web Access →

What you can do from the QuoteIQ mobile app:

• Create and send full estimates with line items, photos, and e-signature requests.
• Use MapMeasure Pro to satellite-measure properties from the customer’s driveway before you pitch.
• Snap photos via QuoteIQ Cam tied directly to the job/customer record.
• Run AI Autopilot commands by voice — “Send this estimate to Jane Doe” or “Schedule the Wilson job for next Tuesday at 9am.”
• Take in-person payments (credit card, ACH, Apple Pay, Google Pay).
• Manage ClientHub calls and texts on your phone — separate from your personal SMS.
• Track expenses, log time, and check Job Costing margins per job in real time.

App ratings reflect the cross-platform parity: 4.7 stars on Apple App Store (2,900+ reviews) and 4.7 stars on Google Play (1,109+ reviews). Compare this to Housecall Pro, where the iOS app rates 4.7 but the Android app sits at 3.3 stars per public Play Store data — a documented Android quality gap that affects field technicians who skew heavily Android. QuoteIQ doesn’t have that disparity.

QuoteIQ doesn’t charge its own payment processing fees — payments flow through Stripe, which is the underlying payment processor for all QuoteIQ plans including Pro. The fees you pay are standard Stripe rates, not marked-up “Stripe via QuoteIQ” rates.

Standard Stripe processing rates (as of April 2026):

• Credit/debit cards: 2.9% + 30¢ per online transaction.
• ACH bank transfers: 0.8% capped at $5 per transaction (significant savings on large invoices).
• Apple Pay / Google Pay: Same as credit card rates — 2.9% + 30¢.
• Consumer Financing (BNPL): ~6% + 30¢ for Affirm and Afterpay; some accounts qualify for promotional 2.9% + 30¢ on Klarna and Affirm for the first 30 days. Higher than standard cards because the BNPL provider is taking on the credit risk.

What QuoteIQ Pro does not charge: No platform fees, no payment processing surcharges, no monthly minimums on payment volume, no per-payment QuoteIQ fees on top of Stripe’s rates. Payment fees are entirely between you and Stripe — QuoteIQ takes a $0 cut.

Same payment processor backs Jobber Payments and Housecall Pro Pay, so the underlying rates are comparable. The difference comes down to subscription cost and feature set rather than payment processing economics.

QuoteIQ Pro annual billing is $1,499.99/year billed upfront, vs. $149.99/month billed monthly. Annual billing saves you exactly 2 months — you pay for 10 months of service and get 12 months of access.

Effective monthly cost on annual billing: $1,499.99 ÷ 12 = $124.99/month (rounded), saving $300/year compared to month-to-month.

How the annual billing cycle works:

• You’re charged $1,499.99 on the first day of your annual term.
• You have 12 months of unlimited access.
• You can switch to monthly billing at any time — the change takes effect at your next renewal date.
• You can cancel anytime, but annual subscriptions are not pro-rated for refunds. If you cancel 6 months in, you keep using QuoteIQ for the remaining 6 months but don’t get a refund.
• You can upgrade to Elite or Max mid-year — you’ll be charged the prorated difference.

Should you choose annual billing? Annual makes sense if you’re committed to QuoteIQ Pro and want the $300/year savings. Monthly makes sense if you’re new to QuoteIQ, want the flexibility to downgrade or cancel without sunk cost, or have seasonal cash flow that makes a $1,500 upfront charge inconvenient.

Most contractors start on monthly during their first 60-90 days to evaluate, then switch to annual once they’re confident QuoteIQ Pro is their long-term CRM.

Every QuoteIQ plan — Essentials through Max, including Pro — includes 24/7 support across multiple channels at no additional cost. There are no premium support tiers, no SLA upcharges, and no contractor-specific support fees.

What’s included on Pro:

• Live email and text support, 24/7 — Real responses from the QuoteIQ support team, not just an automated chatbot.
• Help Center — Comprehensive how-to articles and feature documentation at intercom.help/quoteiq/en.
• Video tutorials — Step-by-step walkthroughs for every Pro feature, embedded in the Help Center.
• QuoteIQ Facebook community — A private group of 1,500+ contractors using QuoteIQ where you can ask peer questions, share workflows, and get tips from experienced users.
• Free software updates forever — Every new feature, every product update, every bug fix is included automatically. No paid upgrade path or premium feature unlocks.

Max plan users get Priority Support on top of the standard 24/7 support — faster response SLAs and a dedicated support contact. Pro doesn’t include Priority Support, but the standard 24/7 channel typically responds within 1-2 hours during business hours and faster than competitors’ equivalent tier offerings.