6 New Features in QuoteIQ
1) Calendar & Scheduling
The QuoteIQ Update brings a redesigned calendar that’s easier to use and more powerful. You can now view both monthly and daily totals at a glance, along with built-in Route Optimization to cut down drive time and maximize efficiency.
2) Deposits: Improved Tracking
Managing deposits is now simpler. With this QuoteIQ Update, deposits show payment status directly on estimates, and you can manually mark deposits as paid while recording method and amount.
3) Customer History Management
Customer profiles now provide a full history in QuoteIQ. This update lets you view all estimates, invoices, inspections, jobs, and before/after photos in one place. You can also add manual addresses for new builds, with property images automatically displayed.
4) Invoices & Estimates Enhanced
The QuoteIQ Update introduced a cleaner, more professional invoice PDF design. Declined estimates can also be edited and instantly reopened, giving you another opportunity to win jobs without creating a new quote.
5) Inspections & QuoteIQ Cam Improvements
With the new QuoteIQ Update, you can download inspection images directly from forms. The photo tint issue has also been resolved, ensuring your inspection photos and before-and-afters look sharp and accurate.
6) QuickBooks Sync is Back!
The new QuoteIQ update brings back QuickBooks sync at the top-tier plan, complete with dedicated support. The long awaited function is back inside QuoteIQ.
Coming Soon to QuoteIQ
Estimate Archive
The upcoming QuoteIQ Update will add an Archive tab for better estimate organization, plus mass sorting and duplication tools to save time when creating repeat quotes.
Employee Hub
Soon, QuoteIQ will introduce an Employee Hub. This feature will allow you to build crews, manage team schedules, optimize routing, and even handle payroll inside your CRM.
Why this QuoteIQ Update Matters For Service Businesses
Every QuoteIQ Update is built to help contractors and service business owners run operations more effectively. Whether you’re in lawn care, pressure washing, HVAC, or roofing, these updates give you tools to quote faster, schedule smarter, and get paid reliably.
Unlike generic CRMs, QuoteIQ was designed specifically for home service businesses. That’s why each update focuses on solving real challenges contractors face in the field.
Try QuoteIQ Today
You can try the full platform free for 14 days and see firsthand why the QuoteIQ Update is a game-changer. From scheduling and payments to inspections and communication, everything you need to run your service business is included.
