Terms & Conditions

01 Agreement to Terms

These Terms & Conditions (“Terms”) constitute a legally binding agreement between you, whether personally or on behalf of a business entity (“you,” “your,” or “User”), and QuoteIQ, LLC (“QuoteIQ,” “Company,” “we,” “our,” or “us”), concerning your access to and use of the QuoteIQ mobile application (iOS and Android), the QuoteIQ web application at myquoteiq.com, and all related services, features, and content (collectively, the “Services”).

We are registered in the State of Georgia, United States, and have our registered office at 5710 Ogeechee Rd, Savannah, GA 31405, USA.

By creating an account, subscribing to a plan, or otherwise accessing or using the Services, you confirm that you have read, understood, and agreed to be bound by these Terms in their entirety. If you do not agree with these Terms, you must not access or use the Services.

These Terms apply to all users of QuoteIQ, including account holders (business owners), employees who access QuoteIQ through an employer’s account, and any person who interacts with the Services.

01A Supplemental Terms

Certain Services are governed by additional terms that supplement these Terms (“Supplemental Terms”). The following Supplemental Terms are incorporated into these Terms by reference:

• QuoteIQ Payments Terms of Service — governs use of the QuoteIQ Payments Service, powered by Whop (for new subscribers) or Stripe (for legacy subscribers)
• Whop Terms of Service — governs payment processing provided through Whop
• QuoteIQ Affiliate Program Terms — governs participation in the QuoteIQ Affiliate Program

If there is a conflict between these Terms and any Supplemental Terms, the Supplemental Terms control for the specific Service or program they govern; these Terms control on all other matters. Section 25 of these Terms (Governing Law & Dispute Resolution) governs all disputes arising under any Supplemental Terms.

02 Who We Are

QuoteIQ LLC is a field service management software company founded in 2023 by Mike Vidan and Justin Rogers. QuoteIQ provides an all-in-one platform for quoting, scheduling, invoicing, payments, customer communication, employee management, AI-powered tools, and business analytics for home service professionals.

03 Definitions

Throughout these Terms, the following words have specific meanings:

• “Account” means your registered QuoteIQ account, including all data, settings, and subscription information associated with it.
• “Account Holder” means the individual or business entity that created and maintains a QuoteIQ account and is responsible for billing.
• “AI Features” means all artificial intelligence and machine learning powered features within the Services, including AI Autopilot, AI Estimator, Before/After AI Image Generation, AI Text Generator, and Virtual Call Team.
• “Content” means all text, graphics, images, software, audio, video, data, and other materials available through the Services.
• “Employee User” means a person granted access to QuoteIQ by an Account Holder through EmployeeHub.
• “End Customer” means a customer or client of an Account Holder whose information is stored within QuoteIQ.
• “IQ Credits” or “IQC” means the virtual credits allocated with each subscription plan and used to access AI Features.
• “Services” means the QuoteIQ mobile applications, web application, AI features, and all related services, tools, and content.
• “Subscription Plan” or “Plan” means the tier of service you have selected (Essentials, Beginner, Pro, Elite, or Max), including its associated features, user limits, and IQ Credit allocation.
• “User Data” means all data you or your Employee Users enter, upload, or generate within QuoteIQ, including customer records, estimates, invoices, photos, communications, and business data.

04 Account Registration

To use the Services, you must create an account. By registering, you represent and warrant that:

• All registration information you provide is true, accurate, current, and complete
• You will maintain the accuracy of such information and promptly update it as necessary
• You have the legal capacity to enter into these Terms
• You are at least 18 years of age
• You will not access the Services through automated or non-human means (bots, scripts, or scraping tools), except through our provided APIs
• You will not use the Services for any illegal or unauthorized purpose
• Your use of the Services will comply with all applicable laws and regulations

Account Security

You are responsible for maintaining the confidentiality of your password and for all activity that occurs under your account. You agree to notify us immediately at support@quoteiq.io if you suspect unauthorized access to your account. We are not liable for any loss arising from unauthorized use of your account.

Account Holder Responsibility

If you grant access to Employee Users through EmployeeHub, you are responsible for their compliance with these Terms. You control what data Employee Users can access through Roles & Permissions settings, and you are responsible for appropriately configuring those permissions.

If you provide any information that is untrue, inaccurate, or incomplete, we reserve the right to suspend or terminate your account and refuse any current or future use of the Services.

05 Subscription Plans & Pricing

QuoteIQ offers five subscription tiers. Features, user limits, and IQ Credit allocations vary by plan. Full plan details are available at myquoteiq.com/pricing.

Each plan includes a set number of users and a File Manager storage allowance, as described at myquoteiq.com/pricing. Additional users may be added to any paid plan for $25 per additional user per month, billed monthly, up to 100 users.

Price Lock Guarantee. Your subscription rate will remain unchanged for as long as you maintain an uninterrupted subscription on the same plan, even if our published pricing increases. If you cancel your subscription and later return, the pricing in effect at the time you resubscribe will apply. If you switch plans, the current pricing for your selected plan will apply.

Certain features are only available on specific plans. Access to features is determined by your active subscription tier. You may upgrade or downgrade your plan at any time.

We reserve the right to change our published pricing at any time, subject to the Price Lock Guarantee above. Any price changes applicable to your subscription will take effect at the start of your next billing cycle. We will provide advance notice of material price changes by email or in-app notification.

Pricing Terms Take Precedence. If there is any conflict between the pricing, billing, or subscription provisions in these Terms and Conditions and information published on our website, pricing pages, marketing materials, or other communications, these Terms and Conditions will govern.

05A Platform Changes & External Content Disclaimer

Right to Modify the Platform

QuoteIQ reserves the right to add, modify, remove, rename, or discontinue any feature, tool, subscription tier, plan name, or plan benefit at any time, with or without prior notice, at our sole discretion. This includes but is not limited to: AI features, IQ Credit allocations, user limits, integrations, and any functionality described within the Services.

Pricing Changes

We reserve the right to change subscription pricing, add new tiers, discontinue existing tiers, or restructure our pricing model at any time. Changes to your active subscription price will take effect at the start of your next billing cycle, and we will provide notice via email or in-app notification. Promotional or introductory pricing is not guaranteed to continue.

Website Content is Informational Only

The content published on myquoteiq.com — including feature descriptions, pricing tables, screenshots, comparison charts, and promotional copy — is provided for general informational purposes only and is subject to change at any time without notice. Nothing on the QuoteIQ website constitutes a binding offer, contract, or guarantee of specific features, pricing, or availability.

Previously Published & Third-Party Content

QuoteIQ publishes content across various channels including, but not limited to, YouTube, social media platforms, email campaigns, blog posts, podcast appearances, advertisements, affiliate materials, and other owned or third-party platforms. Once published, this content remains accessible indefinitely and may reflect features, pricing, subscription tiers, promotional offers, or special deals that were accurate at the time of publication but are no longer current, available, or valid. The existence of any published content — on QuoteIQ’s own platforms or elsewhere — does not constitute a binding offer or guarantee. Pricing, features, and offers are subject to change at any time. Users should not rely on any video, post, advertisement, or promotional material as a representation of current pricing or platform capabilities, regardless of the source or platform on which it appears. The only authoritative, up-to-date source for current pricing is myquoteiq.com/pricing and for current Terms is myquoteiq.com/terms-conditions.

06 IQ Credits

IQ Credits (“IQC”) are virtual credits used to access AI Features within QuoteIQ. Every subscription plan includes a monthly allocation of IQ Credits.

How IQ Credits Work

• IQ Credits are included with your subscription at no additional cost
• Credits reset at the beginning of each billing cycle — unused credits do not roll over
• Different AI Features consume different amounts of credits per interaction
• Your credit balance is visible within the AI interface
• When you exhaust your monthly allocation, AI Features will be unavailable until your credits reset at the next billing cycle, unless you purchase additional credits

IQ Credit Usage

• AI Autopilot: Credits consumed per conversation/command
• Virtual Call Team: 125 IQC per minute of call time
• AI Estimator: Credits consumed per estimate generated
• Before/After Image Generation: Credits consumed per image generated (including regenerations)
• AI Text Generator: Credits consumed per text generation

Optional AI Services & Credits

Certain optional AI-powered services, including but not limited to Virtual Call Team and AI Autopilot, may consume usage-based AI credits.

AI credits are optional and are not required to use the core QuoteIQ CRM platform.

AI credit purchases are non-refundable once purchased or consumed unless otherwise required by applicable law. Unused credits have no cash value, are non-transferable, and may expire in accordance with the terms set forth at the time of purchase.

07 Free Trial

QuoteIQ offers a 14-day free trial on eligible subscriptions, subject to the exclusions below. The trial provides access to the features of the plan selected at signup. A valid credit or debit card is required to start the trial.

Trial Terms

• The trial period is 14 days from the date of registration
• You will have full access to the features of the plan you selected during the trial
• If you do not cancel before the trial expires, your subscription will automatically convert to a paid plan at the rate corresponding to the plan you selected during registration
• You may cancel at any time during the trial period without being charged
• Only one free trial per person, per business, or per payment method

Special Offers & Discounted Annual Subscriptions

The 14-day free trial is not available for annual subscriptions purchased through special offers or promotional offers, unless the specific offer expressly states otherwise in writing.

For these purchases, the paid subscription term begins upon purchase, and the applicable subscription fee is charged immediately. For annual subscriptions, the full annual subscription price disclosed at checkout is charged at that time.

The absence of a free trial and the payment amount will be clearly disclosed before purchase.

The trial-period cancellation provisions in this Section do not apply to these purchases. Cancellation and refund requests are governed by Section 9 and any applicable written offer terms. Nothing in this provision limits rights or remedies that cannot be excluded under applicable law.

08 Payment & Billing

Accepted Payment Methods

QuoteIQ accepts the following payment methods for subscriptions:

• Credit and debit cards (Visa, Mastercard, American Express, Discover) — processed by Whop (new subscribers) or Stripe (legacy subscribers)
• In-app purchases through Apple App Store or Google Play Store (for mobile subscriptions)

Payment for Your Customers’ Invoices

When your End Customers pay invoices through QuoteIQ, the following payment methods are available:

• Credit/debit cards, ACH bank transfer, Apple Pay, Google Pay (online)
• Cash and check (recorded manually in app)

Recurring Billing

Your subscription renews automatically at the end of each billing period (monthly or annually) at the then-current price for your plan. By subscribing, you authorize us to charge your payment method on a recurring basis without requiring separate approval for each charge.

All payments are in U.S. dollars. Sales tax will be applied where required by law.

Promotional Pricing & Coupon Codes

Coupon codes and promotional discounts apply only to the subscription term in which they are redeemed. For annual subscriptions, a coupon discount applies to the first 12 months only. Unless the specific offer expressly states otherwise in writing, the subscription renews at the then-current standard price for your plan at the end of the discounted term. Coupon codes are not transferable, may not be combined unless expressly stated, and may be modified or discontinued at any time.

Payment Processing

Subscription payments are processed by our third-party payment processors. QuoteIQ does not store your credit card numbers or bank account details.

• New subscribers. Whop (Whop Inc.) is the only payment processor available for new subscriptions. Payment data is subject to Whop’s Terms of Service and Whop’s Privacy Policy.
• Legacy subscribers (Stripe). Stripe is a legacy payment processor. Subscribers whose accounts were established on Stripe may either continue using Stripe or migrate to Whop. Migration is one-directional: once you move from Stripe to Whop, you cannot move back to Stripe. Stripe is not available to new subscribers. Payment data processed through Stripe is subject to Stripe’s Privacy Policy and Stripe’s Services Agreement.

Processing Fees

Transactions processed through QuoteIQ are subject to payment processing fees, platform fees, and other applicable charges. Fees may vary based on payment method, account configuration, processor requirements, risk profile, industry type, dispute history, transaction volume, or other operational factors.

Current pricing may be displayed within the platform, billing section, onboarding materials, or pricing pages and may be updated from time to time, with or without prior notice. Updated fees will be reflected on the applicable pricing page or within the platform at the time of change.

Applicable fees may be deducted directly from transaction payouts prior to deposit.

QuoteIQ reserves the right to establish, modify, or impose reserve requirements on any account based on risk profile, dispute history, transaction volume, industry type, or processor requirements. Reserves may be held for any duration deemed necessary by QuoteIQ or its payment processors.

Third-Party Payment Processing

Payment processing services are provided by third-party payment processors, including Whop, Inc. and Stripe, Inc., and are subject to the applicable processor’s terms, policies, underwriting requirements, reserve requirements, and financial institution rules.

QuoteIQ is not a bank, merchant processor, money transmitter, or financial institution.

QuoteIQ shall not be liable for:

• processor outages
• payout delays
• frozen or held funds
• reserve requirements
• underwriting decisions
• processor terminations
• banking interruptions
• failed transactions
• declined payments
• payment reversals
• chargebacks
• or any other action, inaction, or decision made by a third-party payment processor, financial institution, or banking partner, whether or not specifically enumerated herein

QuoteIQ reserves the right to suspend, delay, restrict, or terminate payment functionality at any time if fraud, excessive disputes, elevated risk, suspicious activity, compliance concerns, or unpaid balances are identified.

Payment processing availability may vary by region and jurisdiction. QuoteIQ makes no representation or guarantee that payment services are available in all locations or that all payment methods are supported in every jurisdiction.

Chargebacks & Payment Disputes

Users are solely responsible for all chargebacks, disputes, reversals, refunds, returned payments, fines, penalties, and associated fees arising from transactions processed through QuoteIQ.

QuoteIQ reserves the right to:

• recover disputed amounts
• offset balances
• debit payment methods on file
• withhold payouts
• establish or increase reserves
• or suspend payment functionality without liability to QuoteIQ

These remedies apply regardless of whether the disputed transaction occurred prior to, during, or after cancellation of a QuoteIQ subscription or account.

Processing fees, platform fees, and dispute-related fees are non-refundable, including in situations involving customer disputes, payment reversals, or account termination.

Authorization to Charge Payment Methods

By using QuoteIQ, you authorize QuoteIQ and its payment processors to charge any payment method on file for:

• subscription fees
• processing fees
• AI credit purchases
• disputes or chargebacks
• negative balances, including balances arising from chargebacks, disputes, or refunds issued after subscription cancellation
• penalties
• or any other amounts owed in connection with your use of the Services

This authorization remains in effect until all outstanding balances are resolved, regardless of account status or cancellation.

09 Cancellation & Refunds

How to Cancel

• Web/Direct Subscriptions: Cancel in the settings within the app, or log in to myquoteiq.com and cancel there.
• App Store Subscriptions: Cancel through your Apple App Store or Google Play Store subscription settings. QuoteIQ cannot process cancellations for app store subscriptions directly.

Cancellation

Subscriptions automatically renew at the end of each billing period unless cancelled before the renewal date. To avoid being charged for the next period, you must cancel before your renewal date. Cancellation stops future renewals only. It does not end your current billing period and does not entitle you to a refund for the current period. After cancellation, you retain access to the Services until the end of your current paid billing period.

Refunds

All fees are earned when paid and are non-refundable. This includes, without limitation, no refunds or credits for partial billing periods, unused time, downgrades, features you did not use, or dissatisfaction with the Services.

Annual and Lifetime Plans

Annual and lifetime plans are prepaid for their full term and are non-refundable. Except as provided under Exceptional Circumstances & Early Annual Subscription Refunds below, annual and lifetime plans are not eligible for mid-term cancellation, proration, or partial refund. Annual plans provide access through the end of the paid term. Lifetime plans provide access for as long as the Services remain available.

Chargebacks

Initiating a chargeback or payment dispute without first contacting us to resolve the issue, and in violation of these terms, may result in immediate suspension or termination of your account. We reserve the right to recover the disputed amount along with any associated fees and costs.

Exceptional Circumstances & Early Annual Subscription Refunds

Cancellation of Renewal. Canceling automatic renewal does not incur a fee. Unless an early termination and refund is approved, your subscription remains active through the end of the paid term.

Discretionary Early Refunds. Annual subscriptions remain non-refundable except where required by applicable law or expressly provided in an applicable written offer. QuoteIQ may, at its discretion, approve a request to terminate an annual subscription before the end of its paid term and refund a portion of the unused subscription value. Approval in one instance does not create an entitlement to a refund in another.

Proration. Unused subscription value is calculated using the annual subscription price actually paid, after discounts and excluding separately stated taxes, multiplied by the proportion of the paid term remaining at the agreed effective termination time. The calculation uses the actual duration of the subscription term.

Early Termination Fee—15% Cap. Where permitted by applicable law, an approved discretionary early refund is subject to an early termination fee equal to 15% of the unused subscription value. This fee includes all payment-processing, transaction, commission, and administrative costs deducted in connection with the early termination and refund. No separate deduction for those costs will be added. Total deductions from the unused subscription value will never exceed 15% of that value. QuoteIQ may reduce or waive the fee.

The refund equals the unused subscription value minus the applicable fee, plus any tax adjustment required by law. No additional charge will be made to the customer’s payment method as part of this calculation.

Refund Confirmation & Access. Before processing the refund, QuoteIQ will provide an itemized calculation and obtain the customer’s written acceptance of the refund amount and effective termination date. Access to paid features ends on that date. Data retention and deletion remain governed by Section 16.

Exceptions. This fee does not apply to refunds required by law, corrections of duplicate or erroneous charges, or refunds of unauthorized payments. Nothing in this provision limits rights that cannot lawfully be waived. Purchases through an app store remain subject to that store’s applicable terms and refund procedures.

Data

Your User Data remains accessible through the end of your current paid billing period. After that period ends, your User Data is retained for 30 days and is then permanently deleted. Export anything you need to keep before that 30-day period ends (see Section 16).

Downgrade Effects

If you downgrade to a lower plan, features available only on higher plans will become inaccessible. Data associated with those features (for example, pipeline deals or inventory records) will be retained but not accessible while you remain on the lower plan, and will become accessible again if you upgrade to a plan that includes those features. If a downgrade causes your usage to exceed the limits of your new plan, some data or functionality may become restricted until you reduce usage to within those limits or upgrade. We are not responsible for any loss of access resulting from a plan change you initiate.

09A Refund Policy for Digital Products & Services

Digital Deliverables Are Non-Refundable

All purchases of digital products, digital downloads, customer contract templates, service agreement templates, marketing materials, advertising copy, promotional templates, AI Credits, and any other digital content provided by QuoteIQ LLC (collectively, “Digital Deliverables”) are final and non-refundable upon delivery.

Digital Deliverables are deemed delivered when they are transmitted electronically, emailed to the User, made available for download, made accessible through the QuoteIQ platform, or otherwise provided electronically. Upon delivery, QuoteIQ has fully performed its obligations with respect to the purchase.

Because Digital Deliverables are provided in electronic form and cannot be returned, revoked, or rendered unusable after delivery, no refunds, credits, exchanges, or cancellations will be issued once delivery has occurred. Whether or not the User downloads, opens, reviews, copies, uses, or implements the Digital Deliverable has no effect on the finality of the sale.

By purchasing any Digital Deliverable, the User acknowledges and agrees that: (i) delivery constitutes full performance by QuoteIQ; (ii) all sales are final upon delivery; and (iii) the purchase was made voluntarily with full knowledge of this Refund Policy.

Done-For-You (DFY) Services

Done-For-You (“DFY”) services, including but not limited to account setup, software configuration, onboarding, template creation, custom integrations, account build-outs, and any other professional services performed by QuoteIQ personnel, are also final and non-refundable once performance has commenced.

Performance shall be deemed to have commenced upon the earlier of:

• assignment of QuoteIQ personnel
• creation of project files
• communication regarding implementation
• commencement of setup or configuration
• or any labor performed in connection with the requested service

Because DFY Services involve professional labor, expertise, and time that cannot be recovered once performed, no refund shall be issued for completed or partially completed services, including where the User later changes their mind, fails to respond, cancels the project, or elects not to complete implementation.

IQ Credits (AI Credits)

IQ Credits (AI Credits) purchased through the QuoteIQ platform are non-refundable upon purchase, regardless of whether they have been used. IQ Credits have no cash value, are non-transferable, may not be redeemed for cash or credit, and expire without value upon cancellation or termination of the applicable account.

Affirmative Acknowledgment at Purchase

At the time of purchase, Users are required to affirmatively acknowledge the non-refundable nature of Digital Deliverables, DFY Services, and IQ Credits before completing the transaction. Such acknowledgment constitutes the User’s informed electronic consent to this Refund Policy and forms part of the binding purchase agreement between the User and QuoteIQ.

Chargebacks Related to Digital Purchases

Users agree to contact QuoteIQ before initiating any chargeback or payment dispute. Where QuoteIQ has fulfilled its contractual obligations through delivery of Digital Deliverables or commencement of DFY Services, the User agrees that a chargeback is not an appropriate remedy. QuoteIQ reserves the right to contest any payment dispute using purchase records, delivery confirmations, system logs, account activity, electronic acknowledgments of these Terms, communications with the User, and any other evidence demonstrating fulfillment of its obligations. Accounts subject to fraudulent, abusive, or unwarranted chargebacks may be suspended or terminated until the matter has been fully resolved.

Discretionary Refund for Technical Failures

In the event of a documented technical failure directly caused by QuoteIQ that results in verified non-delivery of a Digital Deliverable or verified non-performance of a purchased DFY Service, QuoteIQ may, in its sole and absolute discretion, issue a refund, partial refund, account credit, or another appropriate remedy. This provision does not create any obligation for QuoteIQ to provide a refund and shall not be construed as a waiver of this Refund Policy. Any such request must be submitted in writing to QuoteIQ Support within thirty (30) days of the alleged issue and include sufficient documentation to allow QuoteIQ to investigate the claim.

10 AI Features & Automated Tools

AI Features Overview

QuoteIQ includes the following AI-powered features, all of which consume IQ Credits:

• AI Autopilot: A conversational AI assistant that executes CRM actions (create estimates, send invoices, schedule jobs, text customers, etc.) through natural language text or voice commands
• AI Estimator: Analyzes photos and job descriptions to generate pricing estimates. Estimates are recommendations based on automated analysis of property characteristics and local market data
• Before/After AI Image Generation: Creates AI-generated preview images showing expected results after service completion, based on photos you upload
• AI Text Generator: Generates suggested text for customer messages and communications
• Virtual Call Team: AI-powered phone agents that handle calls (see Section 11)

AI Service Provider

All AI Features are powered by Google Gemini. When you use an AI Feature, your input data (text, photos, voice, call audio) is transmitted to Google’s Gemini API for processing. Google processes this data and returns the AI output to QuoteIQ. For details on how AI data is handled, see our Privacy Policy, Section 6.

Your Responsibilities

• Review all AI output. AI-generated estimates, images, text, and actions are recommendations only. You must review and approve all AI-generated content before sending it to End Customers or relying on it for business decisions
• Pricing accuracy is your responsibility. AI Estimator pricing is based on automated analysis and may not reflect actual costs, local market conditions, or your specific pricing structure. You are solely responsible for the accuracy of all pricing sent to your customers
• AI-generated images are approximations. Before/After images are AI-generated predictions, not guarantees of actual results. Do not represent AI-generated images as photographs of actual completed work
• AI actions are executed as requested. AI Autopilot executes commands based on your instructions. If you instruct Autopilot to send an invoice or text a customer, that action is performed. Verify your commands before confirming

Acceptable Use of AI Features

You agree not to use AI Features to:

• Generate fraudulent or deceptive estimates, invoices, or communications
• Impersonate another person or entity
• Generate content that is illegal, harmful, harassing, or discriminatory
• Attempt to extract, reverse-engineer, or reproduce the underlying AI models
• Circumvent IQ Credit limits through automated scripting or abuse
• Use AI-generated output in a way that violates any applicable law or regulation

No Guarantee of Availability or Accuracy

AI Features depend on third-party AI services (Google Gemini) and may be temporarily unavailable, degraded, or produce inconsistent results. We do not guarantee the accuracy, reliability, completeness, or availability of any AI Feature. AI Features are provided “as is.”

11 Virtual Call Team

The Virtual Call Team is an AI-powered phone system that handles inbound and outbound calls on your behalf.

Call Recording & Transcription

• Call recordings and transcripts are stored for 12 months from the date of each call, then automatically deleted
• Recordings and summaries are accessible within your QuoteIQ account
• Call audio is processed in real time by Google Gemini to conduct AI conversations

Your Legal Obligations

Recording consent laws vary by jurisdiction. Some states and countries require all-party consent (all participants must be informed that the call is being recorded). By using the Virtual Call Team, you agree that:

• You are responsible for complying with all applicable federal, state, and local laws regarding call recording and consent in your jurisdiction and the jurisdictions of your callers
• You will configure your Virtual Call Team knowledge base and greeting to include appropriate recording disclosures where required by law
• QuoteIQ provides the technology platform but does not provide legal advice regarding recording consent requirements

Virtual Call Team Pricing

• IQ Credits: 125 IQC = 1 minute of call time
• Per-minute billing: $1.25 per minute base fee, billed per minute after the first 60 seconds
• Auto-recharge: $25 auto-recharge is applied if your balance drops below 10 minutes

12 SMS & Communications

QuoteIQ enables you to send SMS/MMS messages, emails, and phone calls to your End Customers through ClientHub, Email & Text Automation, and Mass Text/Email Campaigns.

Your Responsibilities

• TCPA Compliance: You are solely responsible for complying with the Telephone Consumer Protection Act (TCPA) and all other applicable laws governing electronic communications, including obtaining proper consent from your End Customers before sending them automated or marketing messages
• A2P 10DLC Registration: Mass text campaigns require Application-to-Person (A2P) 10-Digit Long Code (10DLC) registration through our messaging providers (Twilio/SignalHouse). You are responsible for completing this registration
• Content Responsibility: You are solely responsible for the content of all messages, emails, and calls you initiate through QuoteIQ. We do not review or approve your communications before they are sent
• Opt-Out Compliance: You must honor all opt-out requests from End Customers who reply STOP or otherwise indicate they do not wish to receive further messages
• CAN-SPAM Compliance: Email campaigns must comply with the CAN-SPAM Act, including accurate sender information, clear identification as advertising where applicable, and a functioning unsubscribe mechanism

QuoteIQ’s Role

QuoteIQ provides the messaging infrastructure through Twilio, SignalHouse (SMS/MMS), and SendGrid (email). We do not control or endorse the content of messages you send. Standard messaging rates from your wireless carrier may apply.

QuoteIQ-Provisioned Phone Numbers

Certain features of the Services, including ClientHub, Email & Text Automation, Mass Campaigns, and the Virtual Call Team, may include access to a business-specific phone number provisioned through our messaging and telephony providers (Twilio/SignalHouse) for the purpose of sending and receiving SMS/MMS messages or handling calls in connection with your business (a “Provisioned Number”).

You acknowledge and agree that:

• Ownership. All Provisioned Numbers are owned and controlled by QuoteIQ or its providers and are made available to you only as a feature of your active Subscription Plan. You obtain no ownership interest in, or property right to, any Provisioned Number.
• Non-Transferable; No Port-Out Obligation. Provisioned Numbers are non-transferable by you. QuoteIQ is under no obligation to port, release, or transfer any Provisioned Number to you or to any alternative carrier, platform, or service, whether during your subscription or upon its cancellation or termination.
• Reclamation. Upon cancellation or termination of your subscription, or of the Subscription Plan tier that grants access to the applicable feature, or upon expiration of your account, QuoteIQ may reclaim, deactivate, and reallocate any Provisioned Number that is no longer linked to an active subscription in a tier granting access to that feature. QuoteIQ is not liable for any loss, disruption, or missed communications resulting from such reclamation or from the deactivation of any Provisioned Number.
• Compliance. Your use of any Provisioned Number is subject to your responsibilities under this Section 12, including TCPA, A2P 10DLC, opt-out, and CAN-SPAM obligations, and to your indemnification obligations under Section 24.

QuoteIQ-to-User Communications

By creating an account, you consent to receive transactional communications from QuoteIQ (account notifications, support messages, product updates). You may opt out of marketing communications at any time by following unsubscribe instructions or contacting us.

13 GPS & Location Services

QuoteIQ uses geolocation data in several features:

EmployeeHub GPS Tracking

• When Employee Users clock in via Time Tracker Pro, QuoteIQ collects real-time GPS location data
• GPS tracking pauses during breaks and stops when the employee clocks out
• Only the current location is stored while clocked in; a historical location log is not maintained
• The last known location is retained on the employee profile until updated by a subsequent clock-in

Account Holder Obligations

Other Location Features

• MapMeasure Pro: Uses satellite imagery and geolocation for remote property measurement
• Route Optimization & Route Density: Uses job location data to optimize routes and visualize geographic job concentration
• GEO-Schedule / Map Calendar View: Displays scheduled jobs on a geographic map

You may disable location services through your device settings. Note that disabling location services will limit certain features.

14 Third-Party Integrations & Services

QuoteIQ integrates with various third-party services to provide functionality. These services operate under their own terms and privacy policies.

By connecting a third-party service to QuoteIQ, you authorize QuoteIQ to access and exchange data with that service as necessary to provide the integrated functionality. You acknowledge that:

• Third-party services are subject to their own terms, and you must comply with those terms
• QuoteIQ is not responsible for the availability, performance, or data practices of third-party services
• If a third-party service experiences an outage or changes its terms, functionality within QuoteIQ that depends on that service may be affected
• You may disconnect any third-party integration at any time through your QuoteIQ account settings

15 Data Ownership & Responsibilities

Your Data

You retain ownership of all User Data you enter, upload, or generate within QuoteIQ. We do not claim ownership over your customer records, estimates, invoices, photos, communications, or business data.

You grant QuoteIQ a limited, non-exclusive license to use, process, store, and transmit your User Data solely for the purpose of providing and improving the Services.

Account Holders

• You are the data controller for all CRM data, customer data, and employee data within your account
• You are responsible for the lawful collection and use of your End Customers’ personal information
• You are responsible for informing your employees about data collection practices within QuoteIQ, including GPS tracking, time tracking, and communication monitoring

Employee Users

• Your employer (the Account Holder) controls access to employment-related data within QuoteIQ
• For questions about how your employer uses your data in QuoteIQ, contact your employer directly

End Customers

• If you are a customer of a business that uses QuoteIQ, your contact information, job history, communications, and photos may be stored in QuoteIQ by that business
• For questions about how a business uses your data, contact that business directly

Data Portability

QuoteIQ’s Export Data feature (available on all plans) allows you to export your data in a commonly used format. You may export your data at any time.

16 Data Retention & Account Deletion

During Active Subscription

All User Data is retained for the duration of your subscription.

After Cancellation

After cancellation, you retain access to the Services through the end of your current paid billing period. Once that period ends, your User Data is retained for 30 days in a read-only state and is then permanently deleted. You may export your data at any time before deletion using the Export Data feature described in Section 15. Financial transaction records may be retained as required by applicable tax, accounting, or regulatory record-keeping obligations.

Account Deletion

To request account deletion, contact support@quoteiq.io. Upon receiving a deletion request:

• Personal information is deleted or anonymized within 60 days
• Photos, documents, and media files are permanently deleted within 30 days
• Financial transaction records may be retained as required by applicable tax, accounting, or regulatory record-keeping obligations

Specific Retention Periods

• Virtual Call Team recordings: 12 months from each call date, then automatically deleted
• AI Autopilot conversation history: Retained until you delete it or until account deletion
• AI Estimator session data: Processed in real time and not retained after the estimate is generated
• Google Calendar sync data: Deleted within 30 days of disconnecting Google Calendar
• Employee GPS data: Current location only while clocked in; last known location until next clock-in or account deletion

For complete retention details, see our Privacy Policy, Section 12.

17 Intellectual Property

Unless otherwise indicated, the Services — including all source code, databases, functionality, software, designs, audio, video, text, photographs, graphics, and the QuoteIQ name, logo, and all related names, logos, product and service names, designs, and slogans — are the proprietary property of QuoteIQ LLC, protected by copyright, trademark, and other intellectual property laws.

You are granted a limited, non-exclusive, non-transferable, revocable license to access and use the Services for your legitimate business purposes in accordance with these Terms and your active Subscription Plan. This license does not include the right to:

• Copy, reproduce, modify, or create derivative works of the Services or any Content
• Reverse-engineer, decompile, or disassemble any software within the Services (except as permitted by applicable law)
• Remove or alter any proprietary notices, labels, or marks
• Use the Services to build a competitive product or service
• Sublicense, sell, or redistribute access to the Services

We reserve all rights not expressly granted to you.

18 Acceptable Use Policy

You agree not to use the Services to:

• Violate any applicable law, regulation, or third-party rights
• Send unsolicited or unauthorized advertising, spam, or bulk messages
• Upload or transmit viruses, malware, or other harmful code
• Attempt to gain unauthorized access to the Services, other accounts, or connected systems
• Interfere with or disrupt the Services or connected networks
• Use automated tools (bots, scrapers, scripts) to access the Services, except through our provided APIs
• Collect or harvest personal information from other users
• Impersonate any person, business, or entity
• Circumvent, disable, or interfere with security features of the Services
• Use the Services for any fraudulent or deceptive purpose
• Generate fraudulent estimates, invoices, or communications through AI Features or otherwise
• Use the Services in any way that harms minors
• Sell, transfer, or share your account credentials with unauthorized parties

We reserve the right to suspend or terminate your account for any violation of this Acceptable Use Policy, with or without notice.

19 User Content & Contributions

QuoteIQ may provide you with the opportunity to submit content, including reviews, feedback, suggestions, and other materials (“Contributions”).

Your Representations

By submitting Contributions, you represent and warrant that:

• Your Contributions do not infringe any third party’s intellectual property or privacy rights
• You have the necessary rights and permissions to submit your Contributions
• Your Contributions are not false, misleading, defamatory, or otherwise unlawful
• Your Contributions do not contain harmful, offensive, or harassing content

License to Contributions

By submitting feedback, suggestions, or other Contributions regarding the Services, you grant QuoteIQ a perpetual, irrevocable, non-exclusive, worldwide, royalty-free license to use, reproduce, modify, and distribute such Contributions for any lawful purpose, without compensation to you. You retain ownership of your Contributions, and we are not obligated to use them.

Reviews

If you leave a review of the Services, you agree to base it on your genuine experience, avoid false or misleading statements, and refrain from organizing campaigns to artificially influence reviews.

19A Copyright & DMCA Policy

QuoteIQ respects the intellectual property rights of others and expects Users to do the same. This section applies to all content uploaded to, stored on, or published through the Services — including User Data (photos, videos, documents, and attachments), Contributions, and any website created or hosted through the QuoteIQ AI Website Builder.

In accordance with the Digital Millennium Copyright Act of 1998 (17 U.S.C. § 512, the “DMCA”), QuoteIQ will respond expeditiously to claims of copyright infringement committed using the Services that are reported to our Designated Copyright Agent.

Designated Copyright Agent

Filing a DMCA Takedown Notice

If you believe that content available on or through the Services infringes your copyright, please send a written notice to our Designated Copyright Agent containing all of the following, as required by 17 U.S.C. § 512(c)(3):

• A physical or electronic signature of the copyright owner or a person authorized to act on the owner’s behalf
• Identification of the copyrighted work claimed to have been infringed (or, if multiple works are covered by a single notice, a representative list of such works)
• Identification of the material claimed to be infringing, with information reasonably sufficient to permit us to locate it (for example, the URL or the location within a QuoteIQ account or hosted website)
• Your contact information: name, mailing address, telephone number, and email address
• A statement that you have a good-faith belief that use of the material in the manner complained of is not authorized by the copyright owner, its agent, or the law
• A statement that the information in the notice is accurate and, under penalty of perjury, that you are authorized to act on behalf of the copyright owner

Upon receipt of a valid notice, QuoteIQ will expeditiously remove or disable access to the allegedly infringing material, notify the User who uploaded or published it, and provide that User with a copy of the notice.

Counter-Notice

If you believe your material was removed or disabled by mistake or misidentification, you may send a written counter-notice to our Designated Copyright Agent containing all of the following, as required by 17 U.S.C. § 512(g)(3):

• Your physical or electronic signature
• Identification of the material that was removed or disabled and the location where it appeared before removal
• A statement under penalty of perjury that you have a good-faith belief the material was removed or disabled as a result of mistake or misidentification
• Your name, address, and telephone number, and a statement that you consent to the jurisdiction of the federal district court for the judicial district in which your address is located (or the Southern District of Georgia if your address is outside the United States), and that you will accept service of process from the person who provided the original notice or their agent

If we receive a valid counter-notice, we will forward it to the original complainant. Unless the complainant notifies us within ten (10) business days that they have filed a court action seeking to restrain the alleged infringement, we may restore the removed material within ten (10) to fourteen (14) business days.

Repeat Infringer Policy

In accordance with 17 U.S.C. § 512(i), QuoteIQ will, in appropriate circumstances, terminate the accounts of Users who are determined to be repeat infringers. QuoteIQ may also, at its sole discretion, remove content, suspend accounts, or terminate access for any act of infringement.

20 Mobile Application License

If you access the Services through the QuoteIQ mobile application, we grant you a revocable, non-exclusive, non-transferable, limited license to install and use the mobile application on wireless electronic devices that you own or control, strictly in accordance with these Terms.

Restrictions

You may not:

• Reverse-engineer, decompile, or disassemble the application (except as permitted by applicable law)
• Make modifications, adaptations, or derivative works from the application
• Remove or alter any proprietary notices
• Make the application available over a network for simultaneous use by multiple devices beyond your plan’s user limit
• Use the application to build a competitive product or service

App Store Terms

The following applies to applications obtained from the Apple App Store or Google Play Store (each an “App Distributor”):

• Your license is limited to use on a device utilizing the applicable operating system (iOS or Android) in accordance with the App Distributor’s terms of service
• QuoteIQ (not the App Distributor) is responsible for maintenance and support of the application
• The App Distributor has no obligation to provide maintenance, support, or warranty services for the application
• You represent that you are not located in a country subject to a U.S. government embargo and are not listed on any U.S. government prohibited or restricted parties list
• You acknowledge that App Distributors are third-party beneficiaries of these Terms and may enforce them against you

21 Privacy Policy

We care about your privacy and the security of your data. Please review our Privacy Policy at https://myquoteiq.com/privacy-policy/, which describes how we collect, use, and protect your personal information.

By using the Services, you agree to be bound by our Privacy Policy, which is incorporated into these Terms by reference.

The Services are hosted in the United States. If you access the Services from outside the United States, you consent to the transfer and processing of your data in the United States, where data protection laws may differ from those in your country.

22 Disclaimers

Without limiting the foregoing, we make no warranties or representations about:

• The accuracy, completeness, or reliability of any Content, including AI-generated content (estimates, images, text, or call responses)
• The availability or uninterrupted operation of the Services
• The security of data transmitted to or from the Services
• The results you may obtain from using the Services
• The accuracy of property measurements provided by MapMeasure Pro
• The performance, accuracy, or outcomes of any AI Feature
• The compatibility or performance of any third-party integration

We do not warrant, endorse, guarantee, or assume responsibility for any third-party product or service advertised through the Services or any linked website.

23 Limitation of Liability

Certain state laws do not allow limitations on implied warranties or the exclusion of certain damages. If these laws apply to you, some or all of the above limitations may not apply, and you may have additional rights.

24 Indemnification

You agree to defend, indemnify, and hold harmless QuoteIQ, its subsidiaries, affiliates, and all respective officers, agents, partners, and employees from and against any loss, damage, liability, claim, or demand (including reasonable attorneys’ fees) arising out of or related to:

• Your use of the Services
• Your breach of these Terms
• Your violation of any applicable law or regulation
• Your violation of any third party’s rights, including intellectual property or privacy rights
• Content you submit, send, or transmit through the Services (including messages, estimates, invoices, and AI-generated content you approve and send)
• Your failure to comply with SMS/communication laws (TCPA, CAN-SPAM) when using ClientHub, automation, or mass messaging features
• Your failure to obtain required consents for employee GPS tracking, call recording, or other monitoring activities
• Any claim by your End Customers, employees, or third parties arising from your use of the Services

We reserve the right, at your expense, to assume the exclusive defense and control of any matter for which you are required to indemnify us, and you agree to cooperate with our defense.

25 Governing Law & Dispute Resolution

Governing Law

These Terms and your use of the Services are governed by and construed in accordance with the laws of the State of Georgia, without regard to its conflict of law principles. The Federal Arbitration Act (9 U.S.C. § 1 et seq.) governs the interpretation and enforcement of the arbitration provisions of this Section. This Section applies to disputes arising under these Terms, any Supplemental Terms (including the QuoteIQ Payments Terms of Service and the QuoteIQ Affiliate Program Terms), and the Services.

Informal Dispute Resolution First

Before filing an arbitration demand or any claim, you and QuoteIQ agree to first attempt to resolve the dispute informally. You must send a written Notice of Dispute to support@quoteiq.io (subject line: “Notice of Dispute”) that includes your name, the email address associated with your account, a description of the dispute, and the relief you are seeking. QuoteIQ will send any Notice of Dispute to the email address associated with your account. The parties agree to negotiate in good faith for sixty (60) days from receipt of the Notice. The applicable statute of limitations is tolled during this period. An arbitration demand or claim filed without first completing this process shall be dismissed or stayed pending completion.

Agreement to Arbitrate

Except as set out under “Exceptions” below, you and QuoteIQ agree that any dispute, claim, or controversy arising out of or relating to these Terms, any Supplemental Terms, or the Services — including their formation, interpretation, breach, or termination — shall be resolved by binding individual arbitration administered by the American Arbitration Association (“AAA”) under its Commercial Arbitration Rules then in effect (available at adr.org), as modified by this Section. QuoteIQ is a business-to-business service, and the Services are intended for business use only; disputes under these Terms are commercial in nature.

• The arbitration will be conducted by a single arbitrator.
• Any arbitration hearing may be conducted by videoconference or, at your election, in the county where you reside, in accordance with the AAA rules.
• Payment of filing, administration, and arbitrator fees will be governed by the AAA Commercial Arbitration Rules and applicable fee schedules.
• The arbitrator has exclusive authority to resolve any dispute relating to the interpretation, applicability, or enforceability of this arbitration agreement, except that the enforceability of the Class Action Waiver below shall be decided by a court of competent jurisdiction.
• The arbitrator may award the same individual relief that a court could award to an individual, and judgment on the award may be entered in any court of competent jurisdiction.

Class Action & Jury Trial Waiver

Exceptions

Nothing in this Section prevents either party from: (a) bringing an individual claim in small claims court in a court of competent jurisdiction, if the claim qualifies; (b) seeking injunctive or other equitable relief in a court of competent jurisdiction to prevent the actual or threatened infringement or misappropriation of intellectual property rights, or unauthorized access to or abuse of the Services; or (c) reporting a matter to, or seeking relief from, a federal, state, or local government agency.

Your Right to Opt Out

Mass Filings

If twenty-five (25) or more arbitration demands of a substantially similar nature are filed against QuoteIQ by or with the assistance of the same law firm, group of law firms, or coordinated counsel, the parties agree that the AAA’s Mass Arbitration Supplementary Rules (or successor rules) shall apply, and the demands shall be resolved in staged batches. The parties agree to cooperate in a bellwether process in which a limited number of demands proceed first, followed by a mediation of the remaining demands informed by the bellwether results, before further batches proceed. The applicable statute of limitations is tolled for demands awaiting their batch.

Venue for Non-Arbitrated Disputes

Any dispute that is not subject to arbitration — including disputes brought by a party that has validly opted out, claims within the Exceptions above (other than small claims), and any action to compel arbitration or to confirm, vacate, or enforce an arbitration award — shall be commenced or prosecuted exclusively in the state and federal courts located in Chatham County, Georgia. You consent to the personal jurisdiction and venue of such courts and waive all defenses of lack of personal jurisdiction and forum non conveniens.

Statute of Limitations

Except where prohibited by applicable law, any claim or cause of action arising out of or related to the Services must be filed within one (1) year after the cause of action arose, or such claim is permanently barred.

Exclusions

The United Nations Convention on Contracts for the International Sale of Goods and the Uniform Computer Information Transaction Act (UCITA) are excluded from these Terms.

Severability & Survival

Except as stated in the Class Action Waiver above, if any portion of this Section is found to be unenforceable, the remainder shall remain in full force and effect. This Section survives the termination of your account or these Terms.

26 Electronic Communications & Signatures

By using the Services, you consent to receive electronic communications from QuoteIQ. You agree that all agreements, notices, disclosures, and other communications we provide electronically — via email, in-app notifications, or through the Services — satisfy any legal requirement that such communications be in writing.

You agree to the use of electronic signatures, contracts, orders, and other records, and to the electronic delivery of notices, policies, and records of transactions initiated or completed through the Services. You waive any rights under any laws that require an original signature, delivery of non-electronic records, or non-electronic payment methods.

27 Changes to These Terms

We reserve the right to update or modify these Terms at any time, for any reason, at our sole discretion. When we make changes:

• We will update the “Last Updated” date at the top of this page
• We will post the revised Terms at https://myquoteiq.com/terms-conditions/
• For material changes, we will notify you via email or in-app notification

Your continued use of the Services after the revised Terms are posted constitutes your acceptance of the changes. We encourage you to review these Terms periodically.

If you do not agree to the revised Terms, you must stop using the Services and may cancel your subscription in accordance with Section 9.

28 Contact Us

If you have questions about these Terms, please contact us: