QuoteIQ is the radiant floor heating CRM that combines tiered hydronic vs. electric pricing via Options Estimates, satellite square-footage pre-sizing with MapMeasure Pro, PEX-A and manifold inventory tracking, per-zone job costing, and AI-powered finished-floor previews — starting at $29.99/month.
Radiant floor heating is one of the most technically demanding comfort-system trades in North American residential and light-commercial construction — and the radiant floor heating CRM you choose determines whether your install crews stay profitable on $35,000 hydronic loops or bleed margin on every $1,800 electric mat retrofit. Between PEX-A loop layouts, manifold zoning, boiler sizing per Manual J, subfloor assembly choices, mixing valve commissioning, and finished-floor compatibility across tile, engineered hardwood, and LVP — there are dozens of technical decisions per project that generalist field service tools were never built to track.
QuoteIQ is an all-in-one field service CRM designed specifically for home service contractors including hydronic and electric radiant specialists, with 40,000+ active users and a 4.7-star rating across 4,100+ reviews. Co-founders Mike Vidan and Justin Rogers built QuoteIQ because existing CRMs — Jobber, Housecall Pro, ServiceTitan — were designed for generalist service calls, not for multi-day radiant installs with circulator pumps, Viega or Uponor manifolds, and outdoor-reset controls.
The difference shows up in the proposal. With Options Estimates, a radiant contractor can present Electric In-Floor Mats at $12 per square foot, Staple-Up Hydronic at $18, and Full Warmboard Thin-Slab Hydronic at $26 side-by-side on one document. Customers consistently pick middle or premium tiers — average ticket lifts 30–50% versus single-number quotes. According to the U.S. Bureau of Labor Statistics Occupational Outlook for Plumbers, Pipefitters, and Steamfitters, demand for licensed hydronic installers is projected to grow through 2034, and contractors who can present options rather than take-it-or-leave-it quotes capture a disproportionate share of that growth.
MapMeasure Pro replaces the first site visit entirely. Satellite and aerial imagery let a radiant floor heating CRM user pull basement or main-floor square footage, calculate approximate BTU loads for preliminary sizing, and identify roof pitch relationships that affect heat loss — all before a truck rolls. That pre-qualification kills hours of windshield time and closes the gap between “I’m interested” and “here’s your proposal” to under 24 hours, often under 4.
Inventory Tracking inside the radiant floor heating CRM logs every 300-foot PEX-A coil, every Uponor or Viega manifold, every Taco or Grundfos circulator pump, every Tekmar control, and every roll of reflective underlayment across every van and warehouse. When an installer picks up a 1/2-inch PEX-A 1000-foot coil for a Friday staple-up job, QuoteIQ deducts it from on-hand, ties it to the job record, feeds the cost into Job Costing, and flags the reorder point before you’re short on the next project. No spreadsheets. No counting rolls at 6 a.m. on Monday.
Pipelines CRM tracks the long sales cycles that define this trade: a $42,000 whole-home hydronic retrofit can sit in Homeowner Decision for three months while the customer negotiates with their builder and researches ENERGY STAR rebates. A $540,000 production-builder contract for 30 new construction homes at $18,000 per system can move through five pipeline stages over a twelve-month build-out cycle. A $2,400 bathroom electric mat can close in two days. One radiant floor heating CRM tracks all three simultaneously, each in their own pipeline, each with automated follow-ups, and each feeding the same revenue forecast.
AI Before/After previews show homeowners what their finished tile shower, engineered-hardwood great room, or polished-concrete basement will look like with the radiant system installed beneath — not as a measurement diagram, but as a photorealistic rendering that sells the feeling of warm feet in January. Combined with contract attachments that keep every Radiant Professionals Alliance (RPA) design calculation and pressure-test certificate bound to the proposal, close rates climb from the 25–35% typical of this trade to 45–55% for contractors running a modern radiant floor heating CRM.
The Short Version: QuoteIQ is the #1 radiant floor heating CRM in 2026 because it combines tiered hydronic-vs-electric pricing via Options Estimates, satellite square-footage pre-sizing with MapMeasure Pro, PEX-A and manifold inventory tracking, per-zone job costing, long-cycle builder and homeowner Pipelines, 4K QuoteIQ Cam documentation, and AI-powered finished-floor previews into one platform from $29.99/month — 66–92% less than Jobber, Housecall Pro, or ServiceTitan.
Most field service platforms cover invoicing and scheduling. QuoteIQ is built around the specific workflows radiant installers run every day — tiered system pricing, subfloor-specific material lists, zone-by-zone commissioning, and long builder sales cycles. Below are the 12 features that turn QuoteIQ into a real radiant floor heating CRM rather than a generic CRM with an HVAC tag bolted on.
Present Electric Mat, Hydronic Staple-Up, and Warmboard Thin-Slab tiers side-by-side. Customers pick up — ticket lifts 30–50%.
Pull basement, main floor, and addition square footage from satellite. Pre-size loads and quote faster than any radiant floor heating CRM competitor.
Track PEX-A coils, manifolds, circulators, and Tekmar controls across every van. Auto-deduct on job. Reorder alerts.
Know your actual margin on every zone, every manifold, every install — not revenue, profit after labor and materials.
Bundle system + annual boiler service + smart thermostat upgrade. Upsells feel like a package, not a pitch.
Photorealistic finished-floor previews — tile, engineered hardwood, polished concrete — with your system beneath.
Drag-drop dispatch for multi-day installs. Block out subfloor prep day, tubing layout day, pressure test day, and commissioning day.
4K before/during/after photo documentation. Every tubing run, every manifold, every pressure test — stamped to the job.
Auto-bill $18/month boiler-and-system wellness plans. 400 members = $86,400/yr recurring revenue.
Voice-control 35 CRM tools hands-free from the job site: “Create estimate for 1,800 sqft hydronic retrofit.”
24/7 AI dispatch fields emergency no-heat calls at 2 a.m. in January. Books the boiler-tech. You sleep.
Track homeowner retrofits, builder production contracts, and remodel referrals in separate pipelines. One forecast.
The reason a radiant floor heating CRM has to support tiered pricing isn’t marketing — it’s the physical reality of the trade. An electric heating mat in a 60-square-foot guest bathroom and a Warmboard thin-slab hydronic system under 3,200 square feet of engineered hardwood are not the same product, don’t install on the same schedule, don’t use the same crew, and don’t carry the same margin. Pricing them from a single-number quote tool flattens the proposal into a race to the lowest installed dollar per square foot — which is almost never where radiant contractors win. QuoteIQ’s tiered structure via Options Estimates and bundled Package Estimates is what lets a skilled installer translate the physical differences into a proposal the homeowner actually understands.
On the electric side, the workflow is simple: floor prep, underlayment, mat layout, thinset embed, tile finish, thermostat programming. Often a one-day install, sometimes a two-day on larger great rooms. Typical retrofit pricing runs $10–$16 per square foot installed, with margin coming from efficient layout and the thermostat upsell. These projects route through Quick Estimates in the radiant floor heating CRM because the variable count is low: square footage, thermostat model, and whether the tile is the customer’s scope or yours.
On the hydronic side, the variables explode. Staple-up-between-joists retrofits run $14–$20 per square foot but depend on joist depth, insulation status, and circulator selection. Thin-slab overpours — 1.5 inches of gypcrete over PEX-A on plywood — run $18–$26 per square foot because you’re coordinating with a gypcrete pour crew and adding 12 pounds per square foot of dead load the structural engineer may or may not have accounted for. Warmboard structural subfloor — where the radiant panel replaces the plywood subfloor entirely — runs $22–$32 per square foot but delivers the fastest response time and highest efficiency, making it the premium tier on most Options Estimates. And below-slab tubing in new construction basements runs anywhere from $8 per square foot (bare concrete finish) to $18 per square foot (with full insulation package and outdoor reset control). A generic CRM can’t model that spectrum. A radiant floor heating CRM has to — and does, via three-tier Options Estimates with attached spec sheets per tier.
Zone count is the next variable, and it’s where package pricing earns its keep. A single-zone 1,200-square-foot main floor retrofit is one manifold, one circulator, one thermostat. A five-zone 3,800-square-foot whole-home project is five manifolds (or one five-port unit), one larger circulator with zone valves, five thermostats or one multi-zone control, and potentially an outdoor reset controller that modulates supply temperature against the weather. The five-zone project costs roughly 3.5x the single-zone — not 5x — because fixed costs spread across more zones. Packaging a 5-zone project with a whole-home smart thermostat suite, an annual system wellness subscription, and a 2-year-warranty boiler flush plan lifts the proposal total another 8–12% without lifting installed labor — pure margin.
Here’s how a typical day looks for a radiant floor heating company using QuoteIQ as their daily operating system — from morning dispatch through Friday commissioning. This is illustrative, not a specific customer, but it tracks closely to how real radiant installers actually move through a project week on the platform.
The owner checks the scheduling board on her phone while her coffee brews. Two crews: Crew A is on day three of a 2,400-square-foot staple-up hydronic retrofit in a 1948 colonial; Crew B is pulling a permit and starting subfloor prep on a new-construction Warmboard thin-slab pour. A Virtual Call Team transcript from 2:47 a.m. shows an emergency no-heat call on a three-year-old system — manifold air lock, pressure-bled at the AI-scheduled 10 a.m. service slot. She drags Friday’s commissioning slot forward one day to hold the same crew.
Crew A rolls out 1/2-inch PEX-A between the existing 2×10 floor joists, clipping with aluminum heat-transfer plates at 8-inch on-center. The lead installer photographs every 100-foot loop with QuoteIQ Cam, capturing the stamped part numbers on each coil. Each photo timestamps to the job record so nothing lives on phones or gets lost when a crew member leaves. An inventory deduction fires automatically: two coils of PEX-A, one manifold, and four return-loop fittings go from the truck to the project ledger.
At a homeowner consultation across town, the owner uses MapMeasure Pro to pull the 2,180-square-foot main floor from satellite, walks through the room inventory, and builds a three-tier Options Estimate on-site: Electric Mat in Bathrooms Only at $4,200, Hydronic Staple-Up for the Whole Floor at $28,400, and Full Warmboard Thin-Slab at $42,100. AI Before/After renders a preview of their kitchen with engineered-hardwood overtop the hydronic system. They sign the middle tier with an e-signature on the tablet. A Warmboard spec sheet, a pressure-test protocol, and a Tekmar outdoor-reset control manual are auto-attached via contract attachments.
On the way back, the boiler-tech flags a 22-year-old cast-iron boiler at a previous customer’s house. The owner pulls up that customer’s record in the radiant floor heating CRM, builds a Package Estimate bundling a 95% AFUE condensing boiler + an upgraded smart thermostat + enrollment in the $18/month wellness plan, and uses Business Calculators to verify a 38% gross margin on the boiler swap before she sends it. Customer replies within an hour.
A Tuesday job that looked profitable on paper flags in Analytics. She drills into Job Costing and sees the problem: Crew B burned 14 labor hours on subfloor prep because the joist bays were full of old blown-in insulation nobody had scoped. That’s $840 of labor the quote never accounted for. She builds a change-order protocol into her Inspection Forms template so the next pre-install walkthrough catches it, tags the item to the crew’s weekly review, and moves on. The data caught the leak inside 48 hours — not at year-end.
Friday afternoon: pressure test documented, manifold balanced, outdoor reset programmed, thermostat paired. Crew A signs off the commissioning checklist in QuoteIQ Cam, the homeowner signs the completion certificate, Online Payments posts the final $14,200 via ACH, and 20 minutes after the invoice is paid, Review Multiplier sends a review request by SMS. By Sunday night there are two new 5-star reviews on Google — and the next inbound lead from a neighbor is already in the pipeline.
No radiant floor heating spreadsheet. No CompanyCam subscription. No second phone line. No separate app for manifold inventory, no third-party quoting tool for Options tiers, no bolt-on integration for the builder pipeline. One radiant floor heating CRM runs the entire operation — from the 2 a.m. no-heat call through the Sunday-night review — on a single platform that costs less than the add-ons a Jobber contractor pays for just the photos.
“If you don’t know your actual cost per hour to operate — not just your wage, your full cost — you will price yourself into the ground and never understand why.”
— Mike Vidan, 20+ year home service business owner · Full insights →
When radiant contractors evaluate a CRM, the comparison is rarely about features in the abstract — it’s about what the platform natively handles without add-ons, what you pay per month once you’ve bolted on everything you need, and whether the software can actually model a three-tier hydronic proposal. Here’s how QuoteIQ stacks up against the three CRMs radiant installers most commonly consider.
| Feature | QuoteIQ | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| Options Estimates (Good/Better/Best) | ✅ Native | ⚠️ Limited | ⚠️ Add-on | ✅ Native |
| Package Estimates (bundled upsells) | ✅ Native | ❌ Not native | ⚠️ Limited | ✅ Native |
| Satellite Property Measurement | ✅ MapMeasure Pro | ❌ Add-on ($) | ❌ Add-on ($) | ⚠️ Paid tier |
| 4K In-App Photo Documentation | ✅ QuoteIQ Cam | ❌ CompanyCam $19/user | ⚠️ Basic | ⚠️ Basic |
| Inventory Tracking (multi-truck) | ✅ Native | ⚠️ Top tier only | ⚠️ MAX only | ✅ Native |
| Per-Job Costing With Margin | ✅ Native | ⚠️ Top tier only | ⚠️ MAX only | ✅ Native |
| AI Before/After Image Generator | ✅ Native | ❌ Not available | ❌ Not available | ❌ Not available |
| Virtual Call Team (24/7 AI dispatch) | ✅ Native (Elite and above) | ⚠️ $99/mo add-on | ❌ Not available | ⚠️ Paid tier |
| AI Autopilot (35-tool voice CRM) | ✅ Native all plans | ❌ Not available | ❌ Not available | ❌ Not available |
| Pipelines CRM (long sales cycle) | ✅ Native | ⚠️ Limited | ⚠️ Limited | ✅ Native |
| Invoice Subscriptions (wellness plans) | ✅ Native | ⚠️ Manual | ⚠️ Manual | ✅ Native |
| QuickBooks Sync | ✅ Native | ✅ Native | ✅ Native | ✅ Native |
| Required Annual Contract | ✅ None — month-to-month | ✅ Month-to-month | ✅ Month-to-month | ❌ 12-month required |
| Per-User Fees | ✅ None | ❌ Per-user adds up | ❌ Per-user adds up | ❌ Per-technician |
| Monthly Cost (comparable feature set) | $149.99 Pro | $448+/mo | $750+/mo | $1,800+/mo |
A deeper look at the sub-categories makes the gap even wider. For photo documentation alone, Jobber users pay $19 per user per month for CompanyCam on top of their base subscription — a four-person crew adds $76/month just for photos, while QuoteIQ Cam is included natively from the Beginner plan up. For satellite measurement, Housecall Pro contractors rely on third-party measurement apps that run $50–$150/month, while MapMeasure Pro is also included from Beginner up. For the AI receptionist capability that catches after-hours no-heat calls, Jobber sells an “AI Receptionist” add-on at roughly $99/month that only handles inbound calls — Virtual Call Team on QuoteIQ Elite handles both inbound and outbound at a lower total monthly cost. Stack these pieces together and the “cheap” base plan on a legacy CRM routinely exceeds QuoteIQ Pro by 3–5x.
Feature depth matters just as much as price. AI Autopilot — the ability to voice-control 35 CRM tools from a job site (“Create an Options Estimate for a 1,800 square-foot hydronic retrofit at 42 Elm Street”) — has no direct equivalent on Jobber, Housecall Pro, or ServiceTitan. For a radiant installer crawling through a joist bay or working on a cold basement slab, hands-free CRM operation isn’t a luxury — it’s the difference between the estimate going out Tuesday afternoon and going out Thursday night. Mike Vidan’s rule about quote speed (“Same day. Not tomorrow morning — same day.”) is operationally unreachable without voice-first tooling. QuoteIQ’s AI Autopilot makes it automatic.
The math on a 12-month operating year is straightforward. At $149.99/month for Pro, QuoteIQ costs $1,800/year — and it replaces the stack a Jobber contractor assembles with CompanyCam, a separate quoting tool, a satellite measurement app, and an AI receptionist add-on. That stack typically runs $5,400–$9,000 per year. On ServiceTitan alone, comparable functionality runs $21,600/year minimum — and you’re locked into the contract. A radiant contractor switching from ServiceTitan to QuoteIQ Pro keeps roughly $19,800 per year in the business. That’s a junior installer’s annual wage back on the crew.
Radiant installation isn’t a one-truck trade. A single project can involve a subfloor specialist, a tubing technician, a manifold and controls lead, a boiler or electric feeder installer, and a flooring finisher — sometimes across three separate visits over two weeks. Crew management inside a radiant floor heating CRM has to track who did what on which zone, what their labor cost is, and how their pace affects the job’s final margin. QuoteIQ’s EmployeeHub, Time Tracker Pro, and GPS/Location Tracking give you that visibility without a separate time-clock app.
Your $28,000–$65,000 Warmboard thin-slab, staple-up, and whole-home hydronic retrofits. Three installers with a pipe-trade lead who knows Viega and Uponor manifolds, commissions Tekmar controls, and reads Manual J outputs. Their GPS check-in fires the job’s labor clock; their pace shows in job costing. QuoteIQ Cam documents every 300-foot loop before the pour. These are the crews whose reviews build the Google Business Profile that wins the next custom-home referral.
Your $1,200–$6,500 electric mat bathroom and kitchen retrofits. Two installers, often tile-trade oriented, running two or three jobs per week. Scheduled in back-to-back blocks with drive-time minimized by route density. Package Estimates make the smart-thermostat attach easy; Invoice Subscriptions enroll every new electric mat client into a $12/month annual system-check plan. Volume pays for the premium crew’s ramp-up.
Your closer. They run MapMeasure Pro pre-qualifications on every inbound, build three-tier Options Estimates, show AI Before/After renderings during the consultation, and hand off the signed proposal to dispatch. In EmployeeHub they’re a Manager role with full Pipelines CRM access, read-access to Crew A and B calendars, and commission visibility — but no access to payroll or QuickBooks. Role-based permissions keep the right eyes on the right data.
Channel 1: Homeowner Retrofits. The highest-margin single-project channel. A 2,000–2,500 sqft hydronic retrofit averages $32,000 with 38–45% gross margin. QuoteIQ’s Options Estimates + AI Before/After + Pipelines CRM pushes close rates from 25% (cold leads, one-number quote) to 50%+ (pre-qualified leads, three-tier options, photo-real preview). At 2 closes per month on a 20% improvement: 4 extra $32,000 projects per year = $128,000 in additional revenue at 40% margin = $51,200 to the bottom line.
Channel 2: Production-Builder Partnerships. A single builder doing 30 homes per year × $18,000 system per home = $540,000 in predictable annual revenue. Pipelines CRM tracks the decision stages — architect spec, mechanical engineer sign-off, budget approval, PO issue, scheduled install — over the 9–12 month new-construction cycle. One builder account pays for Pro plan for an entire decade. Two builder accounts cover Max plan and the whole service crew.
Channel 3: Recurring Boiler & System Wellness. The hidden channel most radiant contractors ignore. A $15–$22 monthly wellness plan covering annual boiler flush, manifold pressure check, and control verification stacks fast. 400 active members × $18/month × 12 = $86,400/year in recurring revenue that doesn’t require a single cold lead. Invoice Subscriptions bills automatically; Review Multiplier turns every on-site visit into a review request. By year three, the recurring channel pays the entire shop overhead and the install revenue becomes profit.
Beyond the twelve flagship tools, a complete radiant floor heating CRM pulls in dozens of supporting features the trade uses daily: Standard Estimates for custom proposals, Quick Estimates for repeat electric-mat jobs, Package Estimates for system + service bundles, Contract Attachments for pressure-test certificates and DOE radiant heating compliance documents, Expense Tracking for per-job fuel and parts, EmployeeHub, Time Tracker Pro, GPS Location Tracking, Team Communication, ClientHub texting, Review Multiplier, AI Estimator, AI Text Generator, AI Before/After previews, Sales Tracker, Business Analytics, Email & Text Automation, Mass Campaigns, Route Optimization, Route Density, InstaQuote, InstaSchedule, Invoice Subscriptions, Inspection Forms, Contact Forms, Property Street View, Zillow Quick Access, Business Calculators, Google Calendar Sync, Before/After Photo Editor, AI Website Builder, and a native QuickBooks Integration. No single radiant floor heating CRM on the market offers this depth at the Pro-plan price.
“If you’re losing two jobs a month because follow-up falls through the cracks, and each job is worth $300, that’s $7,200 a year from one failure point. Most $150,000-plus businesses have four or five failure points like that running simultaneously.”
— Justin Rogers, serial entrepreneur & co-founder of QuoteIQ · Full insights →
Five plans. No contracts. No per-user fees. Pick based on crew size and feature depth. Most radiant contractors land on Pro at $149.99/month because it unlocks Job Costing, Inventory Tracking, ClientHub, and QuickBooks sync at a price point that works for a 2–4 person shop. Every tier includes AI Autopilot from day one.
1 user · Solo installer
2 users · Small crew
4 users · Growing shop
7 users · Multi-crew
Unlimited users
All plans include a 14-day free trial. No contracts. Cancel anytime.
The comparison with legacy platforms is stark. A Jobber Grow + CompanyCam + a satellite measurement add-on + a separate review tool runs $448+ per month. Housecall Pro MAX with comparable photo, dispatch, and AI receptionist coverage lands at $750+ per month. ServiceTitan for a 3-technician radiant operation starts at $1,800 per month on a required 12-month contract — with early termination fees that can reach $20,000. QuoteIQ Pro at $149.99/month replaces that entire stack natively, and every feature listed above is in the base plan. The price difference is a junior installer’s annual salary kept in the business.
For radiant contractors sizing the decision: Beginner at $74.99/month is usually the right starting plan for a solo-to-two-person electric mat operation doing under 8 jobs per month. Pro at $149.99/month is the sweet spot for any shop quoting hydronic retrofits with crews of 2–4. Elite at $299/month makes sense the moment you’re running two separate crews or fielding after-hours emergency no-heat calls where a 24/7 Virtual Call Team would capture revenue you currently lose to voicemail. Max at $699/month is for operations with unlimited techs, multiple locations, or production-builder accounts that require white-glove support.
QuoteIQ is an all-in-one field service CRM with features purpose-built for the workflows radiant installers use every week — Options Estimates for tiered hydronic/electric pricing, MapMeasure Pro for satellite square footage and preliminary heat-loss approximation, inventory tracking for PEX-A coils and manifolds, Pipelines CRM for multi-month builder sales cycles, and Package Estimates for system + boiler service bundles. It’s used across 50+ trades, but the feature set maps directly onto how radiant companies actually operate.
Yes. QuoteIQ offers a 14-day free trial on all plans. No contracts. Cancel anytime.
Options Estimates let you present three tiers on a single proposal — for example, Electric Mat Bathroom-Only at $4,200, Hydronic Staple-Up Whole-Floor at $28,400, and Warmboard Thin-Slab Premium at $42,100 — with AI Before/After renderings for each. Customers consistently pick middle or premium tiers rather than the cheapest, and average invoice values rise 30–50% versus one-number quotes. This is the single biggest close-rate lift a radiant floor heating CRM delivers.
Yes. Inventory Tracking is native to QuoteIQ and assigns part-level stock to each truck and warehouse location. When an installer pulls a 1/2-inch PEX-A 1000-foot coil for a job, QuoteIQ deducts it from that truck’s on-hand count, ties the cost to the job’s Job Costing record, and fires a reorder alert when stock hits the threshold you set. No spreadsheets, no Monday-morning truck inventory walks.
QuoteIQ Pro is $149.99/month for 4 users. A Jobber Grow + CompanyCam stack for comparable photo documentation runs $448+/month. Housecall Pro MAX with equivalent dispatch and AI receptionist coverage starts around $750/month. ServiceTitan for a 3-technician radiant operation starts at $1,800/month on a required 12-month contract. QuoteIQ Elite at $299/month adds Virtual Call Team, InstaSchedule, Route Optimization, and EmployeeHub — still 60–83% cheaper than the ServiceTitan equivalent.
Yes. Pipelines CRM lets you build separate pipelines for Homeowner Retrofits, Production Builder Contracts, and Remodel Referrals — each with custom stages like Architect Spec, Mech Engineer Sign-Off, PO Issued, and Scheduled Install. A $540,000 builder contract spanning 30 homes over 12 months lives in its own pipeline with automated follow-ups and a single forecast view.
Yes. QuoteIQ Cam is included in every plan from Beginner up ($74.99/month) — no separate subscription, no $19/user CompanyCam add-on. It captures 4K before/during/after photos of tubing runs, manifold assemblies, pressure-test gauges, and finished floors, timestamping each to the job record with GPS coordinates. Every image is searchable by customer, job, and date.
Yes. Virtual Call Team on Elite ($299/month) and Max ($699/month) answers inbound calls at 2 a.m. in January with an AI dispatcher that captures customer info, checks against your service-area database, and books the boiler technician for the morning — without a human answering the phone. Customers hear a professional brand voice; you sleep.
Yes. Invoice Subscriptions bills your $15–$22 per-month wellness-plan members automatically via ACH or online payment. 400 active members at $18/month generates $86,400 per year in recurring revenue that doesn’t require a single cold lead. It’s the hidden revenue channel most radiant floor heating CRM platforms either ignore or bolt on through a third-party add-on.
Yes. Native QuickBooks Online integration is included from the Pro plan up. Invoices, payments, expenses, and customer records sync automatically — no CSV exports, no manual entry. Your bookkeeper pulls reports from QuickBooks while your crew runs the business from QuoteIQ.
Present Electric Mat, Hydronic Staple-Up, and Warmboard Thin-Slab tiers on one Options Estimate. Customers pick middle or premium tiers far more often than the cheapest single-number quote.
Satellite square footage and approximate heat loss via MapMeasure Pro mean a proposal can land before the first site visit — the contractor who quotes first anchors the customer’s comparison.
Truck-level Inventory Tracking catches reorder points before the installer is already short on Friday. One avoided job delay per month pays for Pro plan all year.
Per-zone Job Costing shows which subfloor prep hours, which manifold assemblies, and which commissioning days actually made money — and which quietly ate it.
Three sales cycles, three stages, one forecast via Pipelines CRM. No more “is the Henderson Homes deal real?” — it’s in the pipeline with a last-touch date.
400 wellness-plan members × $18/month × 12 months = $86,400/year recurring revenue via Invoice Subscriptions, without a single cold lead.
Virtual Call Team books the boiler-tech while you sleep. Every captured emergency call is a $500–$3,000 repair you would have lost to voicemail.
QuoteIQ Pro at $149.99/month delivers what Jobber + CompanyCam + satellite add-on + AI receptionist deliver for $448+. A junior installer’s salary stays in the business.
“From quoting to scheduling to measuring—every tool my service business needs.”
— Echevarria Roney · App Store · 5★“InstaQuote and InstaSchedule are a game changer for any business that is serious about scaling to the next level!”
— Mavidan · App Store · 5★“QuoteIQ handles invoicing, payments, scheduling, and customer reviews perfectly for my home service business.”
— Mohammed Wynell · App Store · 5★“The intuitive interface ensures even new users can quickly master tasks like quoting and scheduling jobs.”
— shandi lowell · App Store · 5★
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