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 Client Hub overhaul, and flexible subscription billing.
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 QuoteIQ June 2026 Update is live right now — no beta flags, no waitlists. Open your app and it’s there. Here’s everything that shipped.
The biggest feature in the QuoteIQ June 2026 Update: 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. Just 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 the rest.
Beyond prompt-built automations, the QuoteIQ June 2026 Update adds a full template catalog of ready-made automations organized 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 creating a new automation from scratch.
Customer replies route to your company email instead of a no-reply address — so when a customer answers your automated message, the conversation actually reaches you.
Custom form fields are now insertable variables in templates, with warnings if a template references a field that doesn’t exist — no more broken merge tags.
“Automating reminders and quotes has improved my workflow, saving hours every week with this software.”
— kai jong6 · App Store · Verified Review
Stop rebuilding the same estimates over and over. The QuoteIQ June 2026 Update introduces estimate templates: save any estimate as a reusable template, then start new estimates or quick estimates from it with one tap.
For an electrician who quotes panel upgrades weekly, or a painting contractor with three standard interior packages, the QuoteIQ June 2026 Update turns a ten-minute estimate build into a thirty-second one.
The QuoteIQ June 2026 Update 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 you 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’s screen-reader aware — every customer can book, on every device.
A cleaning company can drop its booking link in every review reply. A handyman can pin it to his Google profile. The QuoteIQ June 2026 Update makes “call us to schedule” optional — customers book themselves while you’re on a ladder.
Your customer communication center got a major overhaul in the QuoteIQ June 2026 Update. The SMS chat UI 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?”, the Client Hub in the QuoteIQ June 2026 Update means every conversation, call, and photo lives in one place — and AI covers you when your hands are full.
Recurring revenue got smarter in the QuoteIQ June 2026 Update. The 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.
The QuoteIQ June 2026 Update adds an in-app cancellation flow with retention offers: when a customer goes to cancel a subscription, you can present pause, discount, or downgrade options that save the relationship instead of losing it. For a lawn care company with 200 monthly mowing customers, saving even 10% of would-be cancellations is real revenue.
Billing is also hardened against double charges, and Max plan subscribers now get a Dedicated Account Manager — with Max entitlements extending to sub-users on the account.
The QuoteIQ June 2026 Update 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. Perfect for tax-exempt accounts and multi-jurisdiction work.
Default deposit pulls from company settings, and paying a deposit now auto-promotes the estimate to Accepted. Money down = deal closed, automatically.
Scheduling in the QuoteIQ June 2026 Update is faster, more reliable, and finally timezone-perfect.
If you’ve ever had a roofing crew show up at 8 AM for a job booked at 8 AM in a different timezone, the QuoteIQ June 2026 Update closes that gap for good.
Contact management in the QuoteIQ June 2026 Update gets safety rails and speed.
Beyond automations, the QuoteIQ June 2026 Update threads AI through nearly every workflow in the platform.
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 the existing AI Smart Import for contacts and services, the QuoteIQ June 2026 Update means a contractor switching from another platform can bring their entire history — customers, services, estimates, and invoices — without manual re-entry.
The AI Voice 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 ever does. A setup wizard walks you through configuration step by step.
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.
The QuoteIQ June 2026 Update ships a batch of everyday-workflow tools that add up to serious time savings.
A dedicated screen with albums, trash, and uploads. Every photo, PDF, and document your business touches, organized in one place.
Origin search, route summary, and staged loading with stability fixes — plan the day’s route before the first cup of coffee is gone.
Adjustment transactions with signed quantities, purchase orders with Draft / Received / Cancelled statuses, and gross-margin pricing.
Share actions in the Job Archive menu with branded public links — show off completed work with a link that carries your brand.
The Client Portal introduced earlier this year keeps growing. In the QuoteIQ June 2026 Update, 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 the QuoteIQ June 2026 Update. Your brand color, your logo, professional on every screen size.
Under the hood, the QuoteIQ June 2026 Update includes the deepest platform hardening in QuoteIQ’s history.
Every feature in the QuoteIQ June 2026 Update is included on existing plans at no additional cost. Here is the current pricing:
1 user. Core CRM, estimating, invoicing, scheduling, and AI features via IQ Credits.
2 users. Adds MapMeasure Pro, Review Multiplier, expense tracking, and more.
4 users. Adds QuickBooks integration, in-app calling and texting, job costing, and email/text automation.
10 users. Adds route optimization, inventory management, sales pipeline, dispatching, GPS tracking, and mass campaigns.
Max — $699/mo: Unlimited users, every feature in QuoteIQ, a Dedicated Account Manager, and everything in the QuoteIQ June 2026 Update included. Annual billing gives you 12 months for the price of 10. All plans include a 14-day free trial with all AI features via IQ Credits.
Compared to Jobber ($39–$599/mo, plus $29 per extra user and paid add-ons like the $99/mo AI Receptionist) and Housecall Pro ($59–$329/mo, plus $35 per additional user on MAX), the QuoteIQ June 2026 Update widens an already significant value gap — flat pricing, no per-user fees, and AI built into every plan instead of sold as an add-on.
Start your 14-day free trial today and see why 40,000+ home service contractors trust QuoteIQ to run their business. Plans start at $29.99/month.
The QuoteIQ June 2026 Update covers everything shipped between April 23 and June 5, 2026 — over 60 new features and improvements including AI-powered automations built from plain-English prompts, reusable estimate templates, online booking with a branded self-scheduling page, a Client Hub overhaul with in-app voice calls and picture messaging, manual billing for subscriptions with retention offers, customer estimate modify requests, per-contact tax overrides, AI CSV import, a rebuilt AI voice agent, a new File Manager, and inventory purchase orders.
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. There is also a template catalog of ready-made automations organized by use case, with email and SMS previews before you add them. Customer replies now route to your company email instead of a no-reply address, so conversations actually reach you.
Yes. You get a standalone booking link you can share anywhere, plus a branded public booking page with Google Places address autocomplete and your company timezone disclosed to the customer. Customers can also self-schedule from inside the Client Portal, controllable per-company and per-customer. Bookings flow straight into your calendar with double-booking protection and instant push notifications.
Yes. You can save any estimate as a reusable template — Standard, Options, and Package estimate types are all supported. When creating a new estimate or quick estimate, pick a template and go. Templates preserve your line items and pricing while keeping each customer’s details separate, and a new Templates section in Settings lets you rename, delete, and filter templates by type.
Yes. The 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 generated invoices. There is also a new in-app cancellation flow with retention offers — pause, discount, or downgrade options that save the subscription instead of losing the customer.
QuoteIQ pricing starts at $29.99 per month on the Essentials plan for a single user. Beginner is $74.99/mo (2 users), Pro is $149.99/mo (4 users), Elite is $299/mo (10 users), and Max is $699/mo (unlimited users with a Dedicated Account Manager). Every plan includes a 14-day free trial — a credit or debit card is required to start. Annual billing gives you 12 months for the price of 10.
20+ year home service business owner, published author, and one of the most recognized educators in the industry. Graduate of The Citadel. Spent years in Fortune 50 sales, marketing, and operations before building multiple seven-figure service businesses. Every QuoteIQ feature starts with the problems Mike faced running crews in the field.
Serial entrepreneur, home service business owner, and one of YouTube’s most-watched voices on self-employment. His channel has accumulated over 744,000 subscribers and half a billion views, making him a go-to resource for anyone starting or scaling a service business. Justin’s focus: tools that help real people build real businesses.
Combined 1.3M+ YouTube subscribers across both channels. Unlike VC-backed and publicly traded competitors, QuoteIQ’s incentives are aligned with contractors — not investor returns. Read the full origin story →
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