Weather, right in QuoteIQ.
New plans,
more storage.
See today’s weather on your dashboard and calendar. New plans with File Manager storage on every plan. Plus QuickPay links, QuoteIQ Sign and Google reviews updates.
TL;DR
- Weather is here. Today’s weather on your dashboard, and a forecast strip on the calendar’s Day view.
- New plans. Essentials $29.99, Beginner $99.99, Pro $199.99, Elite $299.99 and Max $699.99 a month.
- Keep your price. Existing customers keep their current price as long as they stay on the same plan.
- Storage on every plan. 25 GB to 1 TB of File Manager storage, plus storage packs.
- Extra users. $25/per-additional-user/mo on any paid plan.
- QuickPay links for partial payments. Send a QuickPay link right from the payment screen.
- QuoteIQ Sign. Every plan opens, sends and downloads existing documents. Creating new ones is Pro and up.
- Google reviews on every paid plan. Including Essentials, plus AI reply settings.
- Crews on a job. Assigning a crew to a job is a Max feature.
- Everyday fixes. Payments, estimates, scheduling, inspections, texting and more.
Latest release
September 30 – October 5, 2026
01New feature
Weather: Check the sky without leaving QuoteIQ.
Plan the day with the weather in front of you.
- On your dashboard, the welcome banner shows today’s weather. Tap it for the full forecast.
- On the calendar’s Day view, a weather strip sits above your schedule. Tap it to open the same forecast.
- The forecast shows the high and low, rain chance, wind and humidity, the next 24 hours, and the next 10 days.
- Your settings: choose whether weather follows your company address or your device’s location, and pick °F or °C.
Weather is on every plan, on phones, tablets and the web.
See it in QuoteIQ
The weather strip on the calendar’s Day view. Tap it to open the full forecast.
02Plan change
Plans and pricing: More included with every plan.
New plans start today. Every plan includes users, File Manager storage and IQ Credits each month.
| Plan | Monthly | Annual | Users included | File Manager storage | IQ Credits/mo |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 25 GB | 500 |
| Beginner | $99.99 | $999.99 | 2 | 125 GB | 1,500 |
| Pro | $199.99 | $1,999.99 | 4 | 250 GB | 3,000 |
| Elite | $299.99 | $2,999.99 | 10 | 500 GB | 5,000 |
| Max | $699.99 | $6,999.99 | 20 | 1 TB | 8,000 |
- 2 months free with annual billing. An annual plan costs ten times the monthly price.
- Extra users: $25/per-additional-user/mo on any paid plan, billed monthly, up to 100.
- Storage packs: +100 GB for $9.99/mo or $99.99/yr, +500 GB for $34.99/mo or $349.99/yr, and +2 TB for $99.99/mo or $999.99/yr.
- Already subscribed? Keep your price. Existing customers keep their current price as long as they stay on the same plan. If you switch plans, you pay the new price of the plan you move to.
- Max subscribers from before October 2026 keep 200 users. New Max plans include 20.
- Max covers its first 4 additional companies. A fifth or later company needs its own plan.
- Jobs is now on every plan.
How File Manager storage works
The File Manager shows how much storage you’ve used. If you reach your limit, QuoteIQ tells you and lets you upgrade your plan or add a storage pack. Files you’ve already uploaded stay where they are. At your limit, only new uploads are paused.
Switching plans
Upgrades start right away, and you’re only charged for the rest of the current period. Downgrades start at the end of your billing period. You’ll see exactly what you’ll be charged before you confirm. A redesigned Subscription screen makes the plans easier to compare.
03Addition
QuickPay: Send a link for a partial payment.
When you record a partial payment on an estimate or invoice, you can now send your customer a QuickPay link for that amount instead.
They pay online, and the payment is recorded on the estimate or invoice automatically.
04Plan change
QuoteIQ Sign: Your documents stay yours.
Every plan can open, send and download the QuoteIQ Sign documents it already has.
Creating new QuoteIQ Sign documents is now on Pro and up.
05Plan change
Google reviews: Now on every paid plan.
Google Business Profile reviews are now on every paid plan, including Essentials.
The Review Hub’s AI reply drafts also get more control:
- AI Reply Settings: set the tone and guidance for each star rating, and choose how replies are handled: Off, Draft (AI writes a reply for you to check) or Auto-reply, for the star ratings you choose.
- Answer many reviews at once on the web, with each review next to its reply. [Web app only]
- Select several reviews to act on them together.
- The Review Hub opens on the reviews that need a reply.
- Review Multiplier and AI Reply settings are now together in one place.
06Plan change
Crews on a job: A Max feature.
Assigning a crew to a job is on the Max plan.
Elite plans bought before April 2, 2026 keep crews.
Also improved
Smoother everyday work across the app.
InstaQuote
- Optional questions. Mark a pricing question as optional, so customers can skip it.
- Questions that only show when they apply. For example, ask “Do you have a screened porch?” and only if the answer is Yes, ask “What size is your screened porch?” If the customer changes the answer to No, the size is cleared.
- Answers that only show when they apply, set up the same way.
Estimates & Invoices
- PO numbers. Add an optional purchase order number to an estimate or invoice. It shows on the preview, the PDF and your customer’s page, and carries over when an estimate becomes an invoice.
- Name your discount, for example “Discount — Spring promo (10%)”. The name shows everywhere the discount does.
- Expiration date on the PDF. Estimate PDFs say “This estimate expires on…” at the bottom when the estimate has an expiration date.
- Mark as Accepted. Your team can accept an estimate for the customer. It’s blocked while the customer has an open change request.
- Change requests from customers can be resolved or dismissed in the app.
- Scheduling from an estimate fills in the job’s notes with the estimate’s client message. You can edit it.
- Customer portal appointments list the services being done.
- Estimate cards always show the Total, and paid estimates read “Paid in full.”
- Proposal+ templates can be set to always require a signature, so every proposal made from that template needs one.
- PDFs with lots of photos are smaller and open faster.
Before & After
- AI Before & After on estimates also saves the before and after photos as one side-by-side image, and adds them to QuoteIQ Cam for the customer.
- Save with just the before photo, and add the after photo later.
- Wide photos on an estimate show the whole image when you tap them, instead of a cropped part.
Contacts & Pipeline
- Filter contacts by tag, and sort them newest or oldest first.
- Pipeline on phones. The board has a tab for each stage. Move a deal with a “Move to stage” sheet, with Undo.
- The pipeline’s estimate picker shows each estimate’s customer name, and you can search by it.
Payments & QuickBooks
- Faster verification for QuoteIQ Payments. Your business details are filled in for you from your company profile.
- Cards on File appear on contacts while you’re still finishing verification. You can view and manage saved cards; adding or charging a card waits until you’re verified.
- QuickBooks shows which records didn’t sync and why, and tells you when a problem is in your own QuickBooks data rather than on our side.
Calls
- [Mobile app only] Android: incoming calls fill the screen. Answer, decline and end calls right in QuoteIQ, and answered calls have sound both ways. You also get a missed-call alert when a call goes to voicemail.
Around the app
- Unsaved changes. A clearer prompt with Save, Discard changes and Keep editing, now also on the estimate wizard.
- Notifications appear as one tidy banner at a time.
- [Web app only] QuoteIQ warns you before you close a browser tab with unsaved work.
- [Web app only] Screens fade in place when you move between them.
- Checkout. A Terms of Service and Privacy Policy checkbox appears when you buy a plan, the Website Builder, the AI Assistant or a storage pack, or switch plans. Buying extra users doesn’t ask for it.
- Setup offer. The onboarding setup offer now says “Skip for now.”
Bug fixes
Items marked [Mobile app only] apply to the iPhone and Android apps only. Items marked [Web app only] apply to QuoteIQ in a web browser only.
Payments
- Online payments work for more businesses. Some verified businesses were wrongly marked as needing action, so their customers couldn’t pay online.
- Deposits on estimates with options are priced on what the customer picked, so these deposit payments go through.
- Reconnecting QuoteIQ Payments after disconnecting links your existing account instead of showing an error.
- Auto-Pay subscriptions can be canceled and edited like manual ones.
- The customer portal’s card form works on phones, including with the keyboard open. An expired portal link now says it has expired instead of calling it invalid.
Estimates & Invoices
- Accepted estimates no longer print as “Declined.”
- Customer-accepted draft estimates move to Accepted. Saving as a draft or marking as ready no longer undoes the customer’s acceptance, and paying a deposit moves an open or draft estimate to Accepted.
- Estimate follow-up automations stop when an estimate is moved to Draft or Archived.
- InstaQuote prices are kept when you save the estimate or edit the invoice line in the app.
- Going back from Preview keeps your invoice and estimate line items.
- Customers can sign before paying a deposit when a signature is required.
- Package order is kept after a refresh, and dragging a package to the top or bottom of the list scrolls it.
Scheduling
- “This and Future” date changes move the rest of a recurring series. Visits that were moved, completed or invoiced are no longer lost, and deleted visits no longer come back.
Inspections
- Saved inspection PDFs open instead of showing a blank page.
- Text answers show in the inspection editors. Stored text used to be hidden but still saved, so a report that looked blank could reopen with old text. Template previews now mark answers as “Pre-filled.”
Client Hub & Texting
- In-app texting works again after an outage on September 28.
- Client Hub texts that always failed for some customers now send.
- Client Hub no longer asks you to request a number you already have when the number can’t be loaded. It retries instead.
- [Web app only] Calls answered in a web browser have sound both ways. If there’s a problem with your microphone or speakers, QuoteIQ tells you.
Emails & QuoteIQ Sign
- Unsubscribe links in your emails work. Customers click a button to confirm, and editing a contact no longer re-subscribes them.
- Emailed QuoteIQ Sign links open instead of showing an error.
Atlas & Maps
- [Web app only] Atlas route lines show on the map.
- [Web app only] The first time you open Atlas after signing in, it opens on your customers instead of the ocean.
- The Google credit on Street View images is no longer cut off.
- Measuring map. Tapping an address in search moves the map again, and the imagery timeline no longer errors.
Account & App
- Notifications stop after signing out. A phone that someone signed out of kept getting that account’s notifications.
- [Web app only] The photo Edit button is hidden on the web, where photo editing isn’t available. When an edit fails on a phone, you see an error instead of a spinner that never stops.
- On phones, “Edit Website” only shows the “Desktop required” message, instead of also opening the website editor.
AI Assistant
- Payment setup links from the AI Assistant work. They used to end with “Connected on Stripe, but not saved in QuoteIQ.”
- Connectors that don’t show a confirmation card, such as Cursor, send the action to the approvals screen in the app instead of leaving it “in progress.”
Previous update. September 2026 Update: QuickPay, Atlas and more ↗
See what’s new in QuoteIQ.
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