Run more than one company.
Share contacts,
pick your default.

For owners who run more than one business in QuoteIQ.

• Default company. Pick the company QuoteIQ opens on when you sign in. Each person sets their own, and it follows you across devices.
• Delete a company you no longer use. Its contacts, jobs, invoices and files are kept. QuoteIQ tells you if something has to be cleared first, such as an active subscription, a phone number or active recurring invoices.
• Share contacts between companies. Turn on Share Contacts Between Companies, then use Contacts → ⋮ → Import From Another Company to search your other companies and copy a contact in. The copy is separate from the original, and email and text automations start switched off.
• A clearer “Add Another Business”. QuoteIQ now asks whether you meant to update your current company or start a separate business, explains that the new business starts empty, and won’t accept a name you already use. Only owners can add a company.

Find these in Settings → Company → Companies. The default company and sharing options show when you have more than one company.

Turn on Add Note To Scheduled Events under a customer’s note, for example a gate code. The note then shows on every one of that customer’s visits, past, present and future, including recurring ones.

It always shows the customer’s current note, so you only update it in one place.

A job marked Done, and not yet paid, can be put back to Pending.

Look for Reopen Job on the job’s “Job complete” screen, in the Jobs table’s Actions menu, or on the job card on mobile.

The job number, for example “Job #101”, now shows on invoices, on calendar events and in the web Jobs table, matching what estimates already show.

• Recurring visits show as “Job #105-2”.
• Tapping a job number opens the job.

These build on InstaQuote and inspection forms.

• Choose how customers give the size for each InstaQuote service: Measure on Map, Customer Types It, or Don’t Ask (when the service has a minimum or flat price). If the map can’t load, customers can type the size instead.
• The right units. The customer page uses the right units for each service, such as area, hours or fixtures.
• Dropdown questions in inspections. Inspection templates now offer a Dropdown question, where the inspector picks exactly one answer.
• InstaSchedule “Apply to All Days”. Set your booking hours for one day and copy them to the rest of the week in one tap.

[Mobile app only] QuoteIQ notifications on Android are now sorted into six categories. In your phone’s settings you can switch off individual categories instead of all QuoteIQ notifications.

If you’d already turned off QuoteIQ notifications, the new categories start off too.