The QuoteIQ March 2026 Update is the largest single release in the platform’s history — delivering a Client Portal, AI Smart Import, Visual Estimates, ACH payments, and a rebuilt automations engine.
The QuoteIQ March 2026 Update covers everything released between February 7 and March 17, 2026. This is the most feature-dense release window QuoteIQ has ever shipped, touching every major module in the platform. Whether you run a pressure washing company, a roofing business, a landscaping crew, or any of the 50+ home service industries QuoteIQ supports, there is something in this update that directly impacts how you run your operation.
Every feature listed in this QuoteIQ March 2026 Update is live right now — no beta flags, no waitlists. If you are already on QuoteIQ, open your app and these features are ready. If you are considering switching from another platform, this release makes the case even stronger.
Let’s go through every major change.
The single biggest addition in the QuoteIQ March 2026 Update is the brand-new Client Portal. For the first time, your customers have their own self-service hub where they can view estimates, review invoices, check appointment schedules, submit service requests, and track the status of their jobs — all without calling your office.
Send any customer a secure portal link directly from their contact profile via SMS or copy-to-clipboard. One tap and they are viewing their account.
A new section in your QuoteIQ app shows all incoming service requests from portal users, with real-time updates, search, and status filtering so nothing falls through the cracks.
The Client Portal reduces inbound calls, gives customers 24/7 access to their account, and positions your business as professional and modern — something your competitors using Jobber or Housecall Pro will notice when their customers don’t have the same experience.
One of the most contractor-requested features in the QuoteIQ March 2026 Update is the ability to screenshot your MapMeasure Pro satellite measurements and attach those screenshots directly to estimates or invoices.
This means you can send a customer a professional estimate that includes a satellite image of their property with exact square footage, dimensions, and markup — all generated without ever visiting the job site. For roofing contractors, the new Google Solar API integration adds color-coded roof pitch visualization on top of this, making your proposals the most visually detailed in the industry.
No other field service CRM offers native satellite measurement screenshots attached directly to estimates. Not Jobber. Not Housecall Pro. Not ServiceTitan.
Visual Estimates in the QuoteIQ March 2026 Update work for any trade that measures property: pressure washing companies measuring driveways and house exteriors, landscapers measuring lawn area, painters measuring facade square footage, roofers measuring roof segments, fencing companies measuring perimeter footage, and concrete contractors measuring slab area. If your quote depends on square footage, Visual Estimates changes how you present that quote to the homeowner.
The QuoteIQ March 2026 Update expands QuoteIQ’s AI capabilities across importing, measurement, and everyday CRM actions.
Switching from another CRM? Upload your existing CSV export — from Jobber, Housecall Pro, ServiceTitan, or any other platform — and QuoteIQ’s AI intelligently maps and imports your contacts or services automatically. No manual column matching. No data cleanup. AI handles the translation between different CRM formats.
You can now import contacts directly from your phone’s address book into QuoteIQ. Search, select, and bulk-add in seconds. This is especially useful for new contractors who have been managing their customer list in their phone.
The Ask AI assistant in the QuoteIQ March 2026 Update now covers over 30 actions — creating estimates, scheduling jobs, sending messages, running batch operations, and more. Full documentation has been added inside the app so you can see everything Ask AI can handle. If you have been using QuoteIQ’s AI Autopilot, this expansion means even more of your daily workflow can be handled by voice or text command.
MapMeasure Pro’s satellite mapping tool now automatically detects and measures roof segments using Google’s Solar API. The result is color-coded roof pitch visualization with screenshot capture — perfect for roofing, solar, gutter, and exterior service contractors who need accurate roof data before stepping on site.
Estimates and invoices received a major overhaul in the QuoteIQ March 2026 Update. These changes impact how you build, send, and manage every document that leaves your business.
Rename your estimates company-wide: choose between Estimate, Proposal, or Quote. The label updates everywhere — PDFs, customer pages, and headers.
Hide prices on individual line items or all items at once. Show only the total for cleaner proposals, or hide pricing on items where costs vary.
Accepted a recurring job? Convert the estimate directly into a subscription pre-filled with the customer, services, and pricing.
Estimate and invoice forms now use collapsible sections for Terms, Client Message, Photos, Documents, and Footer — reducing clutter.
The payments experience in the QuoteIQ March 2026 Update is significantly smoother for both contractors and their customers.
Customers can now pay invoices with a smooth embedded checkout experience directly on the invoice page. No more redirecting to a separate Stripe page. On mobile, checkout is full-screen. On desktop, it appears as a centered modal. The result is fewer abandoned payments and faster collections.
The QuoteIQ March 2026 Update adds ACH (bank transfer) payments via Stripe. Toggle it on from your Bank Details settings and your customers get an additional payment option alongside credit and debit cards. ACH is especially valuable for commercial clients and larger invoices where bank transfer fees are lower than card processing fees.
A new optional $299 onboarding add-on is available during signup: it includes contact import, price book setup, and a one-on-one onboarding session with the QuoteIQ team. If you are switching from Jobber, Housecall Pro, ServiceTitan, or any other platform and want someone to handle the migration for you, this is the fastest path.
“I hesitated at the price, but the support team & constant updates made me feel valued and confident in using it.”
— constancewattersi · App Store · Verified Review
Scheduling improvements in the QuoteIQ March 2026 Update address some of the most common pain points contractors face when managing crews and multi-day projects.
Create jobs that span multiple days (Monday through Wednesday, for example). The calendar renders these as continuous multi-day events with date ranges shown across the app.
Create a job with all the details but no date. Assign the date when you are ready — without blocking your calendar in the meantime.
Jobs marked as “Done” display a green border, diagonal pattern, and “Done” badge directly on the calendar so you can see progress at a glance.
Drag and drop individual occurrences of recurring schedules to reschedule just that one occurrence without affecting the rest of the series.
The calendar desktop sidebar in the QuoteIQ March 2026 Update now includes Route Optimization and an Employee Timeline view for filtered schedule visibility across your team. Mass Invoice from Calendar also lets you generate invoices in bulk directly from completed jobs on the calendar.
Automations received a ground-up rebuild in the QuoteIQ March 2026 Update. The new V2 engine runs on a dedicated Cloud Tasks pipeline, which means automations fire on time and do not duplicate — solving the two biggest reliability issues contractors reported with the previous system.
One screen shows active templates, pending sends, sent history, and failure tracking. Tabs for Templates, Queue, and History.
See exactly which automated messages are scheduled to go out. Filter by status, search by customer, and dismiss failed items directly from the queue.
Email automation sequences can now be grouped, searched, and filtered — making it easier to manage large template libraries.
Insert dynamic fields like customer name, job date, and invoice total into templates without typing variable codes manually.
The rebuilt automations in the QuoteIQ March 2026 Update mean you can trust your follow-up sequences, appointment reminders, invoice notifications, and review requests to go out exactly when they should — every time.
The Sales Pipeline in the QuoteIQ March 2026 Update has been visually and functionally overhauled.
Deal cards now feature gradient backgrounds, a left accent bar for priority, close-date chips, and assignee avatars. The board includes scroll-edge fade indicators for easier navigation across stages.
Deals can now be assigned to multiple team members simultaneously. Select all relevant employees from a searchable dialog right from the deal preview — useful for larger jobs where sales hand-off involves more than one person.
The QuoteIQ March 2026 Update adds the ability to attach PDFs and images directly to deals, with files stored securely in Firebase Storage. Each deal also gets a dedicated Internal Notes section — separate from customer-visible content — for team context, follow-up reminders, or deal background. The new tabbed deal preview (Summary and Work tabs) organizes everything so you scroll less and find information faster.
The Deals filter bar now includes date preset popups and animated filter chips, making it faster to narrow down your pipeline by timeframe.
Several supporting modules received meaningful upgrades in the QuoteIQ March 2026 Update.
The customer profile now includes a Schedules tab showing total schedule value, upcoming/pending/completed job counts, and the next scheduled event with full details. This gives you a complete picture of each customer’s activity and value without leaving their profile.
When creating or editing a team member, you can now configure their notification preferences from the same screen without overwriting their existing settings.
The Expenses screen now supports mobile search, expense type filtering, and CSV export so you can quickly pull the financial data you need for accounting or tax prep.
Employee time tracking now records break counts and durations, reflected accurately in time entry reports and CSV exports. This matters for labor law compliance and accurate job costing.
The Packages section in the QuoteIQ March 2026 Update has been rebuilt to match the modern Services UI — with search filtering, drag-and-drop reordering, and inline price editing. Service descriptions also now allow much longer text (up to 14 lines visible) for more detailed write-ups.
QuickBooks sync got significantly more reliable in the QuoteIQ March 2026 Update. Three core improvements:
If you use QuickBooks alongside QuoteIQ, the QuoteIQ March 2026 Update means fewer sync errors, zero duplicate records, and less time babysitting the integration.
Beyond the major modules, the QuoteIQ March 2026 Update includes quality-of-life improvements across the entire platform:
Every feature in the QuoteIQ March 2026 Update is available right now on existing plans. No price increases. No hidden add-on fees. 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.
7 users. Adds route optimization, inventory management, sales pipeline, dispatching, GPS tracking, and mass campaigns.
Max — $399.99/mo: Unlimited users, every feature in QuoteIQ, and everything in the QuoteIQ March 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 ($79–$349/mo with add-ons and per-user fees), Housecall Pro ($79–$199+/mo plus marketing suite costs), and ServiceTitan ($1,800+/mo with long-term contracts), QuoteIQ delivers significantly more functionality at 60–80% less cost. The QuoteIQ March 2026 Update widens that gap further with features like the Client Portal, Visual Estimates, and AI Smart Import that competitors either don’t offer or charge extra for.
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 March 2026 Update introduces over 50 new features including a brand-new Client Portal, AI Smart Import for migrating from Jobber or Housecall Pro, Visual Estimates via MapMeasure Pro screenshots, embedded Stripe checkout, ACH bank payments, multi-day job scheduling, a rebuilt Automations engine, redesigned Sales Pipeline, and QuickBooks duplicate sync prevention.
Yes. Your customers now have their own self-service portal where they can view estimates, invoices, and appointments, submit service requests, and track job status without calling your office. Send a secure portal link via SMS directly from any contact profile.
Yes. AI Smart Import lets you upload a CSV export from Jobber, Housecall Pro, ServiceTitan, or any other CRM and automatically maps your contacts and services into QuoteIQ. There is also a $299 Done-For-You onboarding option that includes contact import, price book setup, and a live onboarding session.
Visual Estimates let you screenshot satellite property measurements from MapMeasure Pro and attach them directly to your estimates or invoices. Combined with roof measurement via Google’s Solar API, contractors can create professional visual proposals showing exact measurements, roof pitch data, and property dimensions — without visiting the job site.
Yes. As of the March 2026 release, QuoteIQ supports ACH bank transfer payments through Stripe. Enable it from your Bank Details settings. Customers also now get a smooth embedded checkout experience directly on the invoice page.
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 $249.99/mo (7 users), and Max is $399.99/mo (unlimited users). All plans include a 14-day free trial and all AI features via IQ Credits. Annual billing gives you 12 months for the price of 10.
20+ year pressure washing business owner, published author, and one of the most recognized educators in the home service 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, pressure washing 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 Jobber (backed by $191M from General Atlantic) or ServiceTitan (publicly traded), QuoteIQ’s incentives are aligned with contractors — not investor returns. Read the full origin story →
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