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

QuoteIQ Pro is the recommended plan at $149.99 per month, built for contractors with a small team or a growing solo operation who need a complete CRM with AI tools, automations and accounting sync in one platform. Pro includes 4 user seats (against 2 on Beginner) and 3,000 IQ Credits a month (against 1,500), and unlocks the capabilities contractors find indispensable once they pass solo operation.

What Pro adds on top of Beginner:

• ClientHub — a dedicated business phone number with two-way calling and texting inside the app, synced across devices, with every message saved to the customer profile.
• Email & Text Automations plus On-The-Way texts — event-triggered, multi-step sequences with personalization tags.
• Job Costing and the Hourly Rate Calculator — Total Price minus Labor minus Expenses equals Profit, with labor pulled from time tracking.
• QuickBooks Online integration — invoices, payments, customers and expense categories sync both ways.
• Client Portal and Website Contact Forms — self-service approval and payment for customers, and web leads landing straight in the CRM.

Pro also inherits everything below it: MapMeasure Pro, QuoteIQ Cam, Expense Tracking, the full AI suite, and Consumer Financing, which is on every QuoteIQ plan. Annual billing is $1,499.99, saving two months, and every plan includes a 14-day free trial of the plan you select. For background on why owners systematize at this stage, see the SBA’s business finance guidance.

QuoteIQ Pro is $149.99 a month for 4 seats; Jobber lists its Connect plan at $199 a month for a 5-user team on month-to-month billing (their 1-year-commitment and annual-prepaid options are lower — check their page for current terms). Figures read from getjobber.com/pricing on September 17, 2026. Three differences matter more than the price gap.

1. What the AI covers. Both platforms ship AI. Jobber includes AI Voice and AI Chat on its plans and sells its Receptionist as a $29 per month add-on. QuoteIQ includes AI Autopilot with 55 integrated tools, the Virtual Call Team for 24/7 phone answering, photo-based AI Estimator and Before & After AI images, all metered from the same IQ Credit pool rather than billed as separate products. Photo-based estimating and AI “after” images do not appear on Jobber’s published plan comparison.

2. Seat economics. QuoteIQ bundles 4 seats into the flat $149.99 and charges no per-user fee on any tier. Jobber includes 5 users at the Connect team tier and charges $29 per month for each additional user. At six people you are comparing $199 plus $29 on Jobber against an upgrade to QuoteIQ Elite at $299 for 10 seats — Jobber is cheaper on small overages, QuoteIQ pulls ahead as you keep hiring.

3. Where features sit on the ladder. On Jobber, job costing and two-way SMS are listed on the higher Grow tier. On QuoteIQ both Job Costing and ClientHub land on Pro. It cuts the other way too: Jobber includes routing lower down, while QuoteIQ’s Route Optimization starts at Elite. Jobber has also been in market longer with a deeper third-party integration ecosystem, so if your workflow depends on a specific Jobber integration the switch is not free. The full breakdown is on the comparison hub.

IQ Credits are the usage unit for every AI feature in QuoteIQ, and Pro includes 3,000 a month, resetting at the start of each billing cycle. Unused credits do not roll over. There is no separate AI add-on — the credits are the AI budget, and the core CRM never requires them.

What actions draw credits, and how many:

• Virtual Call Team — 125 IQ Credits per minute of AI call answering. This is the heaviest consumer by a wide margin, which is why AI phone answering is minute-limited at lower tiers by the credit allowance itself.
• AI AutoMeasure — 100 IQ Credits per run; property and parcel lookups draw 50.
• Proposal+ sends — 100 IQ Credits per proposal, free during the trial and on Elite and Max.
• ClientHub messaging — roughly 4 credits per SMS, 5 to 10 per MMS, and 5 to 7 per minute of calling.
• AI Text Generator and Auto Complete — low cost per completion, typically 100 to 300 credits a month for a whole team.

Every AI action shows its credit cost before it runs and asks you to confirm, so nothing draws by surprise. A contractor sending 50 to 100 estimates a month with automated follow-ups generally lands well inside 3,000, leaving headroom for AI Autopilot commands and some Virtual Call Team minutes. Run an AI receptionist around the clock and you will want Elite at 5,000 or Max at 8,000. One legal point worth knowing: IQ Credits have no cash value, are non-transferable and non-refundable once purchased or consumed, and expire without value if the account is cancelled — the same treatment the CFPB would expect any prepaid-balance product to disclose plainly.

Yes. QuoteIQ Consumer Financing is included on every plan from Essentials at $29.99 through Max at $699, including Pro and including the 14-day free trial, at no extra subscription cost. It is independent of which payment processor your account runs on.

Three providers are built in:

• Affirm — up to $30,000 financed per job, with terms from 3 to 36 months, available in the US and Canada.
• Klarna — Pay-in-4 interest-free instalments, Pay-in-30, or longer-term financing.
• Afterpay — Pay-in-4 short-term financing, typically capped around $4,000.

There is no dealer application, no underwriting paperwork and no waiting period on your side. The customer sees financing options at checkout, applies in roughly 30 seconds and gets an instant decision. You are paid the full job amount upfront, and the provider owns collections and default risk entirely. Refunds behave like card refunds — the provider cancels the remaining instalments. Fees vary by method, configuration and volume, so ask for your account’s current schedule rather than working off a published rate.

On why it is worth switching on: the CFPB’s BNPL market report counted 53.6 million US consumers taking at least one such loan in 2023 across 335.8 million loans. Those customers already expect the option. Pair it with Options estimates so a good/better/best quote arrives with a payment path attached, and with e-signatures so approval and financing happen in the same sitting.

QuoteIQ Pro is capped at 4 user seats at $149.99 a month. To add more people you move up a tier rather than paying per-user fees on top of Pro. That is deliberate: QuoteIQ’s pricing is flat-rate per plan, with no per-seat fees that compound as you hire.

Your upgrade path:

• Elite at $299/mo — 10 seats, 5,000 IQ Credits, and it adds EmployeeHub with GPS location tracking and Time Tracker Pro, InstaQuote, InstaSchedule, Pipelines & Deals, Inventory Management, Route Optimization and Mass Campaigns.
• Max at $699/mo — unlimited user seats at a flat price, 8,000 IQ Credits, plus Sales Team Tracker, crew creation and scheduling, the AI Website Builder included free, Priority Support and 4 additional businesses.

Upgrading mid-cycle charges the prorated difference, credits jump immediately, and annual rates adjust proportionally. For contrast, both major competitors bill by the head above their included count: Jobber lists $29 per month per extra user and Housecall Pro lists $35 per month per extra user on its Max tier — both verified on their own pricing pages September 17, 2026. ServiceTitan does not publish plan pricing at all. A flat-tier model is usually cheaper once you pass roughly six to ten employees, which is the normal scaling point for a service business per BLS trade employment data.

Yes — you are not charged anything during the 14 days. A credit or debit card is required to start. The trial grants full access to the features of the plan you choose, so a Pro trial is a Pro trial: ClientHub, Email & Text Automations, Job Costing, QuickBooks Online sync, Consumer Financing and MapMeasure Pro, with the 3,000 IQ Credit allowance applied. Proposal+ sends are free during the trial. It does not grant access to features from a higher plan.

At the end of the 14 days: if you have not cancelled, the account converts automatically to paid at the selected plan’s rate — $149.99 a month, or $1,499.99 a year if you chose annual billing. You can downgrade, upgrade or cancel from account settings without penalty fees or a lock-in period. Subscriptions auto-renew each cycle at the then-current plan price, which is the same arrangement most SaaS platforms use and worth diarising.

If you cancel during the trial: access continues to the end of the 14-day window and then stops. There are no cancellation fees, no clawback charges, and no required reason. Your data stays exportable while you still have access — use Export Data, available on every plan, before the window closes.

One constraint worth knowing up front: there is one free trial per person, per business, and per payment method. If you have trialled QuoteIQ before under the same business or payment method, you will not get a second one. If you would rather see the platform driven by someone who knows it before signing up, book a live demo instead — and if you are still price-modelling across vendors, the SBA’s guidance on managing business finances is a sane framework for sizing a recurring software line item.

It is a two-way sync between QuoteIQ and QuickBooks Online — data moves in both directions automatically, which removes the manual re-entry that eats an office day every week. One important limit: the integration supports QuickBooks Online only.

From QuoteIQ into QuickBooks:

• Invoices arrive as customer invoices with the same line items, taxes and totals.
• Customer records sync, and missing customers are created automatically before an estimate syncs.
• Payment receipts post against the matching invoice, including payments taken through Consumer Financing.
• Job-linked expenses flow across with their category coding intact.

From QuickBooks back into QuoteIQ: customers added on the accounting side appear in the CRM, and invoice payment status flows back — so a cheque you record in QuickBooks marks the QuoteIQ invoice paid. Duplicate-sync locks stop the same record posting twice, which is the failure mode that makes contractors distrust accounting integrations in the first place.

Setup takes roughly 5 to 10 minutes. You authorize the connection through OAuth, map your chart of accounts to your QuoteIQ service categories, and switch syncing on. No IT support, no consultant. The integration starts at Pro — Essentials and Beginner do not include it. It pairs naturally with Job Costing: QuoteIQ tells you the margin on the job, QuickBooks keeps the books your accountant files from. The SBA is blunt about why that matters: the balance sheet is the foundation, and it is only as good as the data entry behind it.

Beginner is $74.99 a month for 2 seats and 1,500 IQ Credits; Pro is $149.99 for 4 seats and 3,000 credits. The $75 gap buys communication, automation and accounting — the three things that break first when a business grows past one person.

Stay on Beginner if: you are solo or a two-person team, you are content using your personal phone for customer calls and texts, you follow up manually, you have no accounting sync to justify yet, and you are running under about 30 jobs a month. Beginner already includes MapMeasure Pro, QuoteIQ Cam, Expense Tracking and advanced analytics, which covers a lot of ground.

Upgrade to Pro the moment any of these is true:

• You hire a first or second crew member and need 3 or 4 seats.
• Customer messages are getting lost in your personal texts — that is ClientHub.
• Quotes go cold because nobody followed up — that is Email & Text Automations and On-The-Way texts.
• You cannot say which job types actually make money — that is Job Costing and the Hourly Rate Calculator.
• Somebody is retyping your invoices into the books — that is QuickBooks Online sync.
• Customers keep phoning to ask where their estimate is — that is the Client Portal.

The arithmetic is simple. Pro costs $75 a month more than Beginner, or about $2.50 a day. If ClientHub saves half an hour of phone wrangling daily, or one automated follow-up wins a single extra job a month, or Job Costing shows you a service line you have been underpricing, it clears that bar quickly. And with BLS data showing steady demand across residential service trades, the first hire usually arrives sooner than owners plan for. Run your own numbers first with the free business calculators.

Yes. QuoteIQ Pro has no contracts, no minimum commitment and no cancellation fees, and you cancel from account settings. There is no retention call to sit through and no “talk to sales to cancel” gate.

What happens after you cancel:

• Monthly subscriptions — access continues to the end of the current billing period, then ends.
• Annual subscriptions — access continues to the end of the paid year. Annual terms are not pro-rated for refunds, so cancelling at month six means you keep using QuoteIQ for the remaining six months rather than getting money back.
• Your data — customer records, estimates, invoices, payment history, photos and analytics stay available for export until access ends. Export Data is on every plan. Export before your access window closes rather than after.
• IQ Credits — any remaining balance expires without value on cancellation. Credits are not money and are not refundable, so do not stockpile them ahead of a decision to leave.
• Mobile subscriptions — if you subscribed through the Apple App Store or Google Play, that subscription is governed and cancelled through the store, not inside QuoteIQ.

This is a real point of difference at the top of the market. Several enterprise field service platforms, ServiceTitan among them, do not publish plan pricing and sell on quote-based terms that can carry minimum commitments — you have to ask before you sign. Jobber and Housecall Pro both offer month-to-month options, verified on their pricing pages September 17, 2026, though Jobber’s lowest advertised rates require a one-year commitment. QuoteIQ’s flat-rate, no-contract model suits seasonal contractors and anyone trialling CRMs without lock-in risk. Compare the field on the comparison hub.

Yes. QuoteIQ Pro runs on iOS, Android and any modern browser — Chrome, Safari, Firefox and Edge — at full feature parity across all three. This is not a cut-down companion app: the phone version does what the desktop does, syncing in real time. Details on Mobile & Web Access.

From the mobile app you can:

• Build and send any of the four estimate types — Standard, Quick, Options and Package — with photos and e-signature requests. Draft mode autosaves continuously, so a dead battery does not cost you the quote.
• Satellite-measure a property with MapMeasure Pro from the driveway before you pitch.
• Capture job photos and video through QuoteIQ Cam, tied to the job and customer record.
• Drive the CRM by voice with AI Autopilot — “move all of today’s jobs to Friday and text every customer” is one instruction.
• Take payments, manage ClientHub calls and texts separately from personal SMS, log expenses, and check Job Costing margins in real time.

The ratings back the parity up rather than papering over it: 4.7 stars on the Apple App Store across 2,900+ reviews and 4.7 on Google Play across 1,109+ reviews, contributing to 4,103 reviews and a 4.7 average across platforms. That balance matters in the trades, where field crews skew heavily Android while owners often carry iPhones — a platform that is strong on one and weak on the other creates friction on exactly the handsets doing the work. For context on how large that field workforce is, see the BLS occupational data.

QuoteIQ Pro annual billing is $1,499.99 a year paid upfront, against $149.99 a month month-to-month. Annual saves exactly two months — you pay for 10 and get 12. That works out to an effective $124.99 a month, or $300 a year less than paying monthly. The same two-months-free structure applies across the ladder: Essentials at $299.99, Beginner at $749.99, Elite at $2,990 and Max at $6,990.

How the annual cycle behaves:

• You are charged $1,499.99 on day one of the term and have 12 months of access.
• You can switch to monthly billing at any point; the change takes effect at your next renewal date.
• You can cancel any time, but annual terms are not pro-rated for refunds — cancel at month six and you use the remaining six.
• Upgrading to Elite or Max mid-year charges the prorated difference, your IQ Credit allowance jumps immediately, and the annual rate adjusts proportionally.
• Subscriptions auto-renew at the end of the term at the then-current plan price.

Which should you pick? Annual makes sense once you are confident QuoteIQ is your long-term system and you want the $300 back. Monthly makes sense if you are new, still comparing against Jobber or Housecall Pro, or running the seasonal cash flow common in exterior trades, where a $1,500 charge in February lands differently than in June. Most contractors start monthly for their first 60 to 90 days and switch once the platform has proved itself. The SBA’s cash-flow guidance is worth a read before committing a year upfront, and the business calculators will help you size it against revenue.

Every QuoteIQ plan — Essentials through Max, Pro included — comes with 24/7 live support across multiple channels at no extra cost. There is no premium support tier to buy, no SLA upcharge and no per-seat support fee.

What you get on Pro:

• Live support, 24/7 — email support@quoteiq.io or text 912-913-7154 and reach a person, not only a bot.
• Help Center — how-to articles and feature documentation at intercom.help/quoteiq/en.
• Video tutorials — step-by-step walkthroughs for the features on your plan, including ClientHub, Job Costing and MapMeasure Pro.
• The QuoteIQ contractor community — a private group where operators swap workflows and setups with people running the same trade.
• Product updates included — new features and fixes ship to your plan automatically, with each release documented on the plan pages as availability changes.

If you would rather not self-serve the setup, Done-For-You onboarding is available as a paid add-on in two tiers, $299.99 and $999.99, covering contact import, price book setup and a one-to-one onboarding session. That is optional — most contractors complete setup themselves inside 30 minutes using the four steps above and the AI Smart Import tool for bringing a customer list over from another CRM. Priority Support — faster response targets and a dedicated contact — is a Max feature; Pro uses the standard 24/7 channel. If you want a walkthrough before you commit, book a demo. For general small-business operating guidance beyond the software itself, the SBA business guide is free and genuinely useful.