QuoteIQ

Quoting & Estimates | Professional Estimates in Seconds | QuoteIQ

Create Professional Estimates in Seconds

From quick quotes to detailed proposals with multiple options—QuoteIQ gives you 4 powerful estimate types, e-signatures, AI-powered descriptions, and instant delivery to close more jobs faster.

Create in 30 seconds E-Signatures included 4 Estimate types
Your Company
Estimate #1024
Mike Baldwin
1234 Oak Street, Tampa, FL
House Wash
Soft wash exterior, 2-story
$350
Driveway Cleaning
400 sq ft concrete
$150
Gutter Brightening
Oxidation removal
$125
Total $625.00
Approved!
Sent via SMS
E-Signed
30s
Average estimate creation
4
Estimate types to choose
3x
Faster than competitors
24/7
Customer self-scheduling

The Right Format for Every Job

From quick one-liners to multi-option proposals—choose the estimate type that fits your workflow and helps close more jobs.

Quick Estimate

Perfect for simple, single-service jobs. Enter a total price and send—no line items needed.

  • One-tap creation
  • Single price point
  • Fastest to send
Learn more

Standard Estimate

Detailed line-item quotes with service descriptions, quantities, and individual pricing.

  • Line-item breakdown
  • Quantities & pricing
  • Professional presentation
Learn more

Options Estimate

Present Good/Better/Best tiers so customers can choose their service level and budget.

  • Multiple pricing tiers
  • Increase average ticket
  • Customer picks their level
Learn more

Package Estimate

Bundle multiple services into pre-built packages with bundled discounts for easy upselling.

  • Pre-built service bundles
  • Built-in bundle discounts
  • One-click for customers
Learn more

Everything You Need to Close More Jobs

Professional estimates with e-signatures, attachments, notes, photos, and AI-powered descriptions—all built in.

E-Signatures

Customers approve and sign estimates electronically—no printing, scanning, or chasing paper.

Attach Documents

Include insurance certificates, licenses, terms & conditions, or any document with your estimate.

Add Photos

Attach property photos, before/after examples, or reference images directly to your estimates.

Custom Notes

Add job-specific notes, special instructions, or terms that display on your professional estimates.

AI Text Generation

Let AI write professional service descriptions, scope of work, and notes—just click and generate.

Quick from Price Book

Pull services and pricing directly from your price book—no retyping. Consistent pricing every time.

Building an Estimate is Simple

Create professional, accurate estimates in minutes—not hours. Every detail organized, every calculation automatic.

1

Select or Add Customer

Choose from your existing contacts or add a new customer on the fly with their property details.

2

Add Services & Set Pricing

Pull from your price book or add custom services. Set quantities, adjust pricing, and apply discounts as needed.

3

Include Expenses & Tax

Add material costs, calculate taxes automatically, and see your true profit margins before you send.

4

Attach Docs & Add Notes

Include insurance certificates, licenses, contracts, terms, and job-specific notes—all in one estimate.

5

Send & Get Signed

Deliver via text, email, or share link. Customers approve with e-signature—no paper required.

New Estimate
Mike Johnson — 123 Oak Street
House Wash (2,400 sq ft) $350.00
Driveway Cleaning (600 sq ft) $175.00
Gutter Brightening $125.00
10% Returning Customer -$65.00
Estimate Total $585.00
Insurance Attached
Tax: $45.83

Estimate from Your Company

Received just now

Hi Mike! Your estimate for House Wash + Driveway is ready. Total: $625. Tap below to view, approve, and schedule your service!

View Estimate →
Sent via SMS
Email delivered
PDF generated

Send Estimates Your Way

Deliver professional estimates instantly via text, email, shareable link, or downloadable PDF. Customers view on any device and approve with one tap.

Text Message (SMS)

Send directly to customer’s phone. 98% open rate—they see it immediately.

Email

Professional branded email with estimate details and approval button.

PDF Download

Generate professional PDFs for printing, emailing attachments, or records.

Shareable Link

Copy a link and share anywhere—social media, messaging apps, or your website.

AI Autopilot

Create Estimates with Your Voice

AI Autopilot lets you control QuoteIQ with natural language. Just tell it what you want—create estimates, send quotes, schedule jobs—and it executes instantly.

Voice Commands

Speak your estimate request and Autopilot builds it

Auto-Generate & Send

Create estimate, add services, and send—all in one command

Save 80% Time

What took 5 minutes now takes 30 seconds

Learn About AI Autopilot

AI Autopilot

● Online
Send an estimate to Mike Baldwin for roof wash for $250
Done! ✓ I’ve created and sent estimate #1025 for Roof Wash ($250) to Mike Baldwin via SMS. He’ll receive it in seconds.

AI Estimator

Market-accurate pricing

1
Upload property photos
2
Describe the job
3
AI analyzes your market
4
Get market-accurate estimate

Let AI Build Your Estimates

AI Estimator analyzes property photos, scans pricing data for your market, and generates accurate estimates in seconds. Stop second-guessing your pricing.

Market-accurate pricing based on your location
Photo analysis for property size & conditions
Smart upsell recommendations included
Before/after image generation
Explore AI Estimator

Let Customers Book from Your Estimate

When customers approve your estimate, they can self-schedule based on your real-time calendar availability. No phone tag. No back-and-forth. Jobs get booked 24/7.

InstaSchedule

Customers see your real-time availability and pick a slot that works for both of you. Syncs instantly to your QuoteIQ calendar.

Route Density Zones

Set specific days for specific areas. Customers only see availability for their zone—keeping your routes tight and efficient.

Learn About InstaSchedule Explore Route Density

Select Your Appointment

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Booked!
Zone: North Tampa

From Estimate to Payment—Fully Connected

Your estimates don’t live in isolation. They flow seamlessly into scheduling, invoicing, job costing, and more.

1

Create & Send Estimate

Build your estimate using any of the 4 types. Add services from your price book, attach photos/documents, and send via SMS or email instantly.

2

Customer Approves & Schedules

Customer reviews, e-signs to approve, and self-schedules based on your real-time availability. Route Density keeps jobs in the right zones.

Learn about InstaSchedule
3

Job Added to Calendar

Approved estimate becomes a scheduled job. Assign crews, optimize routes, and send automated reminders to customers.

Explore Scheduling
4

Convert to Invoice

One tap converts your estimate to an invoice. All details carry over—no re-entering. Send immediately after job completion.

Learn about Invoicing
5

Track Profitability

Job Costing calculates real profit by factoring labor, materials, and expenses against your estimate total. Know exactly what you made.

Explore Job Costing

Start Creating Estimates in Seconds

Join thousands of contractors who’ve upgraded from pen & paper to professional digital estimates with QuoteIQ.