Published June 2026 · Updated October 2026
The QuoteIQ June 2026 Update brings AI-powered automations you build by typing a sentence, reusable estimate templates, online booking on your own branded link, a ClientHub overhaul, and flexible subscription billing.
The QuoteIQ June 2026 Update shipped more than 60 new features between April 23 and June 5, 2026. The headline additions are AI-built email and text automations you create by describing them in plain English, reusable estimate templates, a branded online booking page, a ClientHub overhaul with in-app voice calls and picture messaging, and manual billing mode for invoice subscriptions. Everything is live on existing plans at no extra cost.
TL;DR: The June 2026 release added 60+ features: AI-built automations, reusable templates across Standard, Options and Package estimates, a branded booking page, a ClientHub rebuild with voice and MMS, manual billing for subscriptions, customer modify requests, per-contact tax overrides, AI Smart Import, a rebuilt Virtual Call Team, a File Manager and inventory purchase orders. Everything is included on existing plans at no extra cost, with automations and Client Portal self-scheduling gated at Pro and InstaSchedule at Elite. Plans run from $29.99 to $699.99 a month with a 14-day free trial. For context on the wider trade labour market see the Bureau of Labor Statistics, and for running the business side, the SBA.
The QuoteIQ June 2026 Update covers everything shipped between April 23 and June 5, 2026 — more than 60 new features and improvements across every major module. Whether you run an HVAC company, a lawn care crew, a plumbing operation, or any of the 50+ home service industries QuoteIQ supports, this release changes how you quote, book, communicate, and get paid.
Every feature in this update is live right now — no beta flags, no waitlists. Open your app and it is there. Here is everything that shipped, in the order you are most likely to use it.
The biggest feature in this release: type what you want in plain English — “remind customers 3 days before their appointment” — and AI builds the automation template for you. No workflow builders. No dragging boxes around a canvas. You describe it and it exists.
An HVAC company can set up seasonal tune-up reminders in one sentence. A lawn care operation can build a “your service is tomorrow” text sequence while sitting in the truck. The automation engine handles delivery, timing and personalisation tags from there.
Beyond prompt-built automations, this release adds a full template catalog of ready-made sequences organised by use case — preview both the email and SMS versions before adding them. A use-case picker guides you to the right starting point when building from scratch, and custom form fields are now insertable variables, with a warning if a template references a field that no longer exists.
One small change matters more than it sounds: customer replies now route to your company email instead of a no-reply address. When a customer answers your automated reminder, the conversation actually reaches a human. Pair that with reminders and tasks and the follow-up stops falling through the cracks.
Email & Text Automations — including the AI builder — run on the Pro plan and above. Automation sends that use AI generation draw from your monthly IQ Credit allocation, which runs from 500 credits on Essentials to 8,000 on Max.
Automated SMS to customers is regulated. Consent rules for business texting are set federally — the FCC’s guidance on robocalls and robotexts is the authority worth reading before you switch on a reminder sequence. QuoteIQ sends from your own business number via ClientHub; the consent record is yours to keep.
Stop rebuilding the same estimates over and over. You can now save any estimate as a reusable template, then start a new estimate or quick estimate from it with one tap.
For an electrician who quotes panel upgrades weekly, or a painting contractor with three standard interior packages, this turns a ten-minute estimate build into a thirty-second one. If you are still working out what those line items should cost, the home service business calculators and the trade-specific tools — the painting cost calculator and the lawn care cost calculator among them — are a sensible place to build the template from.
Templates also pair well with e-signatures and contract attachments: once the pricing shell is fixed, the only thing changing between jobs is the customer, the measurements and the signature.
This release lets customers book you directly on your own branded link. Copy your standalone booking link and share it anywhere — your website, Google Business Profile, Instagram bio, or a text message. A live preview shows exactly what customers see before you share it.
Your branding, your company timezone disclosed to the customer, and Google Places address autocomplete so customers never mistype their address.
Existing customers can book their next job from inside their Client Portal — controllable per company and per customer.
Bookings flow straight into your calendar with conflict protection and instant push notifications the moment a customer books.
A redesigned, fully responsive time-picker and slot grid that is screen-reader aware — every customer can book, on every device.
Three things are easy to confuse. The new standalone booking page is the public link you share. Client Portal self-scheduling runs on the Pro plan and above and is for customers you already have. InstaSchedule runs on Elite and above and is the post-quote booking path reachable from all four estimate types and from InstaQuote forms. They stack; they are not the same product.
A cleaning company can drop its booking link into every review reply. A handyman can pin it to his Google profile, or wire bookings in from Search and Maps with Google Reserve. The point is that “call us to schedule” becomes optional — customers book themselves while you are on a ladder.
Your customer communication centre got a major overhaul. The SMS chat interface was redesigned from the ground up with an auto-reply card, message rating, and a cleaner customer detail view.
For a plumbing company fielding twenty texts a day about scheduling, pricing and “is the tech on the way?”, this means every conversation, call and photo lives on the customer record — and AI covers you when your hands are full. Messaging is metered in IQ Credits rather than a flat unlimited allowance, so heavy texting operations should size their plan on volume, not just seat count.
ClientHub — the dedicated business number, two-way calling and texting — starts on the Pro plan. On-the-way texts and website contact forms arrive at the same tier.
Recurring revenue got smarter. A new Manual Billing mode lets you choose between Auto-Pay and Manual when creating a subscription — with a payment-mode picker, mode badges, and an inline list of every invoice the subscription has generated. Invoice subscriptions now read like a ledger rather than a black box.
A new in-app cancellation flow presents retention offers: when a customer goes to cancel, you can offer a pause, a discount, or a downgrade that saves the relationship instead of losing it. For a lawn care company with 200 monthly mowing customers, saving even 10% of would-be cancellations is twenty accounts a year you keep.
Billing is also hardened against duplicate charges, and Max plan subscribers get a Dedicated Account Manager alongside Priority Support, with Max entitlements extending to sub-users on the account. Companies running multiple businesses under one Max plan draw from a single shared pool of IQ Credits.
On the money-in side, subscription payments are handled by the QuoteIQ Payments Service. New subscribers are onboarded on Whop; accounts established earlier remain on Stripe and may migrate one way to Whop. Your customers keep paying invoices by credit or debit card, ACH bank transfer, Apple Pay and Google Pay, with cash and cheque recorded in the app — see online payments for the full picture, and consumer financing if you want Affirm, Klarna and Afterpay at checkout.
This release gives customers more ways to say yes, and gives you more control over how the money math works.
Customers can reopen a previously declined estimate. A “no” in March can become a “yes” in June without you rebuilding anything.
Customers can request changes to an estimate. You see requests as a banner and a dedicated activity-log row — no more change requests buried in text threads.
Set a custom tax rate per customer — estimates and invoices apply it automatically with a clear badge. Built for tax-exempt accounts and multi-jurisdiction work.
The default deposit pulls from company settings, and paying a deposit now auto-promotes the estimate to Accepted. Money down means deal closed, automatically.
A deposit promotes the estimate to Accepted, but it does not count as paid for stock purposes. Inventory deducts when the invoice is paid in full, not when a job is marked done and not on a deposit. If you are tracking materials against jobs, that distinction is the one that keeps your counts honest.
Contractors chasing down what a job actually earned should pair these with job costing and expense tracking. If vehicle expenses are a meaningful share of your cost base, the IRS standard mileage rate — 76 cents per business mile from 1 July 2026 — is usually the simpler of the two deduction methods to track against logged jobs.
Scheduling is faster, more reliable and finally timezone-correct.
If you have ever had a roofing crew show up an hour out because a booking was created in a different timezone, this release closes that gap. Teams running two-way Google Calendar sync see the corrected times flow through in both directions.
Contact management gets safety rails and speed in equal measure.
Moving in from another system is its own job. AI Smart Import reads a CSV export from most CRMs and maps the columns for you, and data export is available on every plan if you ever want to leave with your records intact.
Beyond automations, this release threads AI through nearly every workflow in the platform. It is worth keeping the three main tools straight, because they do genuinely different jobs.
| Tool | What it is | When you reach for it |
|---|---|---|
| AI Autopilot | The general manager — conversational control of the whole CRM by voice or text, across 55 integrated tools in 13 categories. | “Move all of today’s jobs to Friday and text every customer.” |
| AI Estimator | The photo-to-quote specialist — reads property photos, asks follow-ups, generates line-item pricing for your local market. | Once per new estimate, before you price it by hand. |
| AI CoPilot | The in-document editor — lives inside estimate and invoice creation to add services, set discounts, change tax or draft client messages. | Mid-build, when the document is already open. |
You can now import estimates and invoices from a spreadsheet, with AI transforming the data into QuoteIQ’s format and an “Imported” pill to track them. Combined with existing AI Smart Import for contacts and services, a contractor switching platforms can bring the whole history across — customers, services, estimates and invoices — without manual re-entry.
The Virtual Call Team agent got a rebuilt Test Agent screen with a Call Options dialog and in-app test calls — marked with a TEST badge and free of charge — so you can hear exactly how your AI answers before a real customer does. A setup wizard walks through configuration step by step. The agent answers, qualifies leads, filters spam, transcribes and runs outbound campaigns; it does not book appointments, and because it is metered per minute in IQ Credits, call volume is worth sizing before you point your main line at it.
AI Auto-Reply now includes escalation classifiers and topic blocklists, with push notifications for conversations that need a human. You stay in control of what AI handles and what it hands off.
There is no separate AI add-on. Every plan includes a monthly IQ Credit allocation — 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max — that resets each billing cycle. Every AI action shows its credit cost before it runs and asks for confirmation, so nothing draws down without you seeing it first. Credits have no cash value and are not refundable once consumed.
A batch of everyday-workflow tools that add up to real time savings.
A dedicated screen with albums, trash and uploads. Every photo, PDF and document your business touches, organised in one place alongside the gallery.
Origin search, route summary and staged loading with stability fixes. Pairs with route optimization, which cuts drive time 15–30%.
Adjustment transactions with signed quantities, purchase orders moving Draft to Confirmed to Received, and margin visible against cost and customer price.
Share actions in the job archive menu with branded public links — show off completed work with a link that carries your brand.
Review Multiplier ships both an instant post-payment redirect and an email/SMS review-request automation. Before you turn either on, the FTC’s endorsement guides set out what you may and may not do when soliciting customer reviews — incentivised or filtered review requests are where businesses get into trouble.
The Client Portal introduced earlier in the year keeps growing. Customers can now self-schedule from inside the portal, view estimates and invoices, and navigate with a left side-drawer on mobile.
Every public touchpoint a customer sees — booking page, estimate, invoice, schedule — got sharper in this release. Your brand colour, your logo, professional on every screen size, across mobile and web alike.
Under the hood, this is the deepest platform hardening in QuoteIQ’s history.
Sixty features is a lot to read through when you only care about the four that touch your week. Here is how the release lands in the trades that use QuoteIQ most heavily. The pattern is the same everywhere: the quoting step gets shorter, the booking step stops requiring a phone call, and the follow-up stops depending on someone remembering.
Seasonal maintenance is the whole game, and it is the single clearest use of AI-built automations. A tune-up reminder sequence that used to need a workflow builder is now a sentence. Pair it with per-contact tax overrides for the commercial accounts that are exempt, and with job costing to see which service agreements actually clear margin once labour and parts land. HVAC software and plumbing software cover the full module list; the HVAC cost calculator and HVAC invoice template are the fastest way to build the estimate template you will then reuse all season.
Recurring schedules were the weak point and they are the headline fix: correct first-occurrence display, per-occurrence dates, and no nested duplicates when you edit a rule mid-season. Manual billing mode matters here too, because not every mowing customer wants a card on file. The cancellation retention flow is worth switching on before spring churn. See lawn care software and landscaping management software, plus the lawn care cost calculator and the landscaping invoice template.
Estimate templates plus satellite measurement is the combination that pays for itself. You build the template once at your square-foot rate, then MapMeasure Pro fills in the surface area from the aerial image and attaches the screenshot as proof of scope. MMS in ClientHub means the before-and-after photo goes back down the same thread the customer started. Start with pressure washing software and the pressure washing cost calculator, or window cleaning and gutter cleaning if that is the adjacent line you run.
Reopening declined estimates is quietly the most valuable item on the list for high-ticket work, where a “not this year” is often a budget problem rather than a price objection. Combine it with modify requests so the customer can ask for the cheaper underlayment without starting a new quote. Roof pitch is calculated and saved from aerial imagery, and the historical imagery timeline lets you show a homeowner what the roof looked like three storms ago. See roofing software and general contractor software.
These are the trades where Options estimates do the most work, and saving them as templates removes the main reason people stop offering tiers — the rebuild cost. Per-unit pricing on the public estimate means the customer can see why the mid tier costs what it does. Electrician software, handyman software and remodeling software cover the detail; the electrical invoice template and handyman invoice template are free starting points.
The booking page is the difference between a lead that converts at 9pm and one that waits for a callback. Self-scheduling in the Client Portal handles repeat customers; the public booking link handles new ones. Both feed the same calendar with double-booking protection. See house cleaning software, pest control software and pool service software, plus the house cleaning cost calculator.
Inventory purchase orders and the materials subtotal row matter most where materials are a real share of the ticket. Purchase orders move Draft to Confirmed to Received, receiving creates the stock transaction, and margin shows against cost in the product list. See tree care software and concrete contractor software, with the tree removal cost calculator and concrete cost calculator for pricing reference.
Most of what this release automates — follow-up, booking, review requests — is the work that gets dropped first when a crew is short-handed. If you are sizing hiring against demand, the BLS occupational outlook for construction and extraction trades and the Census Bureau’s construction spending series are the two public datasets worth watching. The SBA’s guidance on managing a business is free and covers the operational side.
Contractors evaluating this release usually have one or two other systems on the shortlist — most often Jobber, Housecall Pro or ServiceTitan. All three have shipped meaningful AI capability of their own, so the honest comparison is not “who has AI” but how the seats, the add-ons and the per-feature gates price out for the size of team you actually run. Those vendors publish their own rate cards and change them regularly; check their pricing pages directly rather than trusting any third-party summary, this one included. QuoteIQ’s own side-by-side breakdowns live on the comparison hub.
Every feature in the June 2026 Update is included on existing plans at no additional cost. Here is the current ladder, verified against the QuoteIQ pricing page.
| Plan | Monthly | Annual | Users | IQ Credits | What it adds |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | Core CRM, all four estimate types, invoicing, scheduling, e-signatures, consumer financing, AI via IQ Credits. |
| Beginner | $99.99 | $999.99 | 2 | 1,500 | Adds MapMeasure Pro, property street view, QuoteIQ Cam, expense tracking, advanced analytics, custom branding. |
| Pro | $199.99 | $1,999.99 | 4 | 3,000 | Adds ClientHub, email and text automations, Client Portal, job costing, QuickBooks Online. |
| Elite | $299.99 | $2,999.99 | 10 | 5,000 | Adds InstaQuote, InstaSchedule, pipelines and deals, mass campaigns, inventory, route optimization, EmployeeHub. |
| Max | $699.99 | $6,999.99 | 20 | 8,000 | Adds Sales Team Tracker, crew creation and scheduling, AI Website Builder, 4 additional businesses, Dedicated Account Manager and Priority Support. |
Annual billing gives you twelve months for the price of ten. Additional user seats beyond a plan’s included count are $25 per user per month. Every plan includes a 14-day free trial with full access to the features of the plan you choose — not a stripped-down tier and not the top tier. Mid-cycle upgrades are prorated and your IQ Credits increase immediately.
There is no separate AI add-on and no charge for the June 2026 features. The one priced extra is the AI Website Builder at $34.99 per month, which is included on Max. Done-For-You setup — contact import, price book configuration and a one-to-one onboarding session — is available as a one-time service in two tiers, $299.99 and $999.99.
Which tier fits is mostly a question of what you need gated behind Pro and Elite rather than how many people you employ. If customer texting and automations are the reason you are switching, Pro is the floor. If you want customers self-booking against live availability and a routed day for a crew, that is Elite. The full features directory lists every module and where it starts.
The QuoteIQ June 2026 Update covers everything shipped between April 23 and June 5, 2026 — more than 60 new features. The largest additions are AI-built email and text automations created from plain-English prompts, reusable estimate templates across all estimate types, a branded online booking page, a ClientHub overhaul with in-app voice calls and picture messaging, and manual billing mode for invoice subscriptions with retention offers at cancellation. Smaller but meaningful items include customer modify requests on estimates, per-contact tax overrides, deposits that auto-promote an estimate to Accepted, a new File Manager, inventory purchase orders, and a rebuilt conversational voice agent. Everything is included on existing plans at no extra cost. For the wider trade context, the Bureau of Labor Statistics tracks employment across these industries.
In QuoteIQ you type what you want in plain English — for example, “remind customers 3 days before their appointment” — and AI builds the email or SMS automation template for you, with no workflow canvas to learn. There is also a catalog of ready-made automations organised by use case, with email and SMS previews before you add them, and a use-case picker when building from scratch. Custom form fields become insertable variables, and the system warns you if a template references a field that no longer exists. Customer replies route to your company email rather than a no-reply address, so responses reach a human. Automations run on the Pro plan and above and send through your own ClientHub business number, with escalation handled by AI Auto-Reply and scheduled follow-up tracked in reminders and tasks. For one-off blasts rather than triggered sequences, mass campaigns is the Elite-tier tool. Consent rules for automated texting are set by the FCC and are worth reading first.
Yes, through three paths that stack. The June 2026 release added a standalone branded booking link you can share anywhere — website, Google Business Profile, social bio or text message — with a live preview, Google Places address autocomplete and your company timezone disclosed to the customer. Existing customers can self-schedule from inside the Client Portal, which runs on the Pro plan and above and is controllable per company and per customer. InstaSchedule, on Elite and above, is the post-quote booking path reachable from all four estimate types and from InstaQuote forms. All of them write into the same calendar with double-booking protection and instant push notifications, and the booking page is indexable with social cards so it can rank on its own. Set your company timezone before you share any booking link, because availability slots are generated from it and getting it wrong is the usual cause of off-by-hours bookings. Jobs created this way can also sync out through Google Calendar sync. The SBA publishes free guidance on customer-facing operations.
In QuoteIQ, yes — as of the June 2026 release you can save any estimate as a reusable template. All types are supported: Standard line-item estimates, Options estimates with good/better/best tiers, and Package estimates. When creating a new estimate or a quick estimate you pick a template and go. Templates preserve line items and pricing while keeping each customer’s details separate, and a Templates section in Settings lets you rename, delete and filter by type. Practically, this removes the main reason contractors stop offering tiered pricing — the rebuild cost on every quote. Build the first template from a known-good price, using the business calculators if you need a reference point, then attach your terms with contract attachments so every reuse carries the same paperwork. For pricing-disclosure obligations in advertising, see the FTC’s advertising guidance.
There is no single answer, because the right system depends on crew size and which modules you need gated. QuoteIQ is built specifically for home service trades and is used by 40,000+ contractors at 4.7 stars across 4,103 reviews, with plans from $29.99 per month. Its case rests on breadth at a flat per-plan price: quoting, invoicing, scheduling, customer messaging, satellite measurement through MapMeasure Pro, and an AI suite in every tier rather than sold as an add-on. The realistic alternatives — Jobber, Housecall Pro and ServiceTitan — have all shipped their own AI features, so compare on seat economics and which gates matter to you, and read their rate cards on their own sites. QuoteIQ’s side-by-side breakdowns are on the comparison hub, and the SBA offers free counselling on software selection.
QuoteIQ pricing starts at $29.99 per month for Essentials with one user and 500 IQ Credits. Beginner is $99.99 for two users and 1,500 credits, Pro is $199.99 for four users and 3,000 credits, Elite is $299.99 for ten users and 5,000 credits, and Max is $699.99 for twenty users and 8,000 credits. Additional seats are $25 per user per month, and annual billing gives twelve months for the price of ten. Every plan includes a 14-day free trial with full access to the features of the plan you choose; a credit or debit card is required to start. The AI Website Builder is $34.99 per month and is included on Max, and Done-For-You setup is a one-time service in two tiers, $299.99 and $999.99. There is no separate AI add-on — every tier includes a monthly IQ Credit allocation that resets each billing cycle, and each AI action shows its credit cost before it runs. Which tier fits is usually decided by which modules you need rather than headcount: ClientHub and automations start at Pro, while route optimization and inventory start at Elite. When budgeting, remember vehicle costs — the IRS standard mileage rate is often the simpler deduction method.
Yes. The June 2026 release added a Manual Billing mode for recurring invoice subscriptions. When creating a subscription you choose between Auto-Pay and Manual, with a payment-mode picker, mode badges and an inline list of every invoice the subscription has generated. That matters for recurring-service businesses whose customers will not keep a card on file — common in lawn care and pest control — because you keep the recurring schedule without forcing automatic collection. The same release added an in-app cancellation flow with retention offers: pause, discount or downgrade options presented when a customer tries to cancel. Billing is hardened against duplicate charges, and customers can still pay by card, ACH, Apple Pay or Google Pay through online payments, or spread cost via consumer financing. Payment-practice rules are covered in FTC business guidance.
Export your data from the old system, then use AI Smart Import, which reads a CSV from most CRMs and maps the columns automatically. Since the June 2026 release that extends to estimates and invoices as well as contacts and services, so the historical record comes across rather than just the customer list. Next, rebuild your pricing as reusable estimate templates so quoting is fast from day one, connect QuickBooks Online if you use it, and set your calendar timezone before sharing a booking link. Done-For-You setup covers contact import, price book configuration and a one-to-one onboarding session if you would rather hand it over, and is offered in two one-time tiers at $299.99 and $999.99. Give yourself a week of overlap with the old system before you cancel it. Run the export on your old system before cancelling it — the SBA recommends keeping your own copy of business records regardless of vendor.
A walkthrough of how contractors run quoting, scheduling and getting paid inside QuoteIQ.
Four steps to go from a fresh account to automated follow-up, in roughly an afternoon.
Export a CSV from your current system and run it through AI Smart Import, which maps the columns for you. Estimates and invoices import the same way as of this release, so your history comes across rather than just the contact list. Check the client database once it finishes and fix any duplicates before you build on top of it.
Create your most common job as a Standard or Options estimate, with the line items and pricing you actually use. Save it as a template. Repeat for your next two or three most common jobs. From that point on, quoting is choosing a template and adjusting measurements rather than rebuilding from a blank screen.
Set the company timezone in Settings first — availability and booking slots are built from it, and getting it wrong is what causes off-by-hours bookings. Then preview your branded booking page, confirm the slot grid looks right, and share the link on your site and Google Business Profile. Bookings land on your calendar with double-booking protection.
On Pro and above, open automations and type what you want — an appointment reminder, a post-job follow-up, a quote chase. Review the generated email and SMS, confirm your consent records are in order, and switch it on. Start with one sequence and add more once you have seen it fire correctly.
QuoteIQ was founded in September 2022 and is based in Savannah, Georgia. Every feature in this update came from contractor feedback rather than a roadmap written at a distance from the work.
Co-Founder of QuoteIQ and a long-time home service business owner and educator. His background running crews in the field is where most of QuoteIQ’s product decisions start — the measurement tools, the estimate types and the follow-up automation all trace back to problems he had on the job rather than features requested in a boardroom. More at his insights profile.
Co-Founder of QuoteIQ, an entrepreneur and home service business owner, and one of the more widely followed voices on self-employment in the trades. His focus on the product is the side most software ignores: tools that help a one-truck operator get to a second truck without hiring an office manager first. More at his insights profile.
4.7 stars across 4,103 verified reviews on the App Store and Google Play.
“From quote generation to follow-ups, this CRM simplifies my pest control workday. Organized, efficient, and makes me look super professional every time.”
“As a power washing professional, I’m thrilled to use QuoteIQ. The app simplifies the power washing process, helps me create accurate batch mixes, and stores all of my client information securely in one place. I can easily track my income and expenses, maintain a healthy income-to-debt ratio, and create professional invoices quickly. QuoteIQ also helps me keep track of my schedule and provides detailed reports on my business performance. I’m excited to use QuoteIQ.”
“This app really makes life easy. 1. It makes sending estimates really easy, as well as invoices so you can be paid quicker, and make it easy on the costumer. 2. Being able to schedule work times really drives up effeciency, making you more money. 3. Being able to price your services by square foot in the app saves time wasting calculations 4. Having all your finances in one place makes life so much easier. I’d reccomend this app to any new and upstarting businesses, as well as old ones. 5/5”
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