Three brand-new tools: AI AutoMeasure, which measures a property from satellite imagery inside the estimate; Ask AI Reports, which builds real business reports on request; and an Expenses Analytics dashboard. The rest of the QuoteIQ July 2026 Update makes features you already use work better.
Brand new in this release:
Improvements to features you already have:
The QuoteIQ July 2026 Update covers everything shipped between June 5 and July 17, 2026. To be straight about it: three things here are genuinely new — AI AutoMeasure, Ask AI Reports and Expenses Analytics. The rest of this page is improvements and fixes to features QuoteIQ already had. Every change is listed and tagged New, Improved or Fixed, so nothing is dressed up as a launch that isn’t one.
It went in two directions at once. On the product side, a brand-new AI property-measurement engine and an AI report canvas. On the reliability side, a rebuild of the systems underneath so fixes ship faster and less breaks. Whether you run an HVAC company, a lawn care crew, a roofing operation, a plumbing business, or any of the 50+ trades QuoteIQ supports, the QuoteIQ July 2026 Update changes how you measure, quote, report and get paid.
Everything here is live right now — no beta flags, no waitlists, no upgrade fee. Open the app and it’s there. If you’re catching up, the previous release is documented in the QuoteIQ June 2026 Update, and every release is archived on the QuoteIQ updates page.
Three tools that did not exist in QuoteIQ before June 5, 2026.
The biggest feature in the QuoteIQ July 2026 Update: open an estimate, drop a pin on the property, trace the surface you’re pricing, and AI AutoMeasure returns the measurement. It runs synchronously, right inside the estimate — not as a separate job you submit and wait on — and it handles single-surface and multi-surface measurements alike.
A roofer traces the planes on a cut-up hip roof and gets numbered members grouped automatically. A lawn care operator outlines front and back turf in one pass. A concrete contractor traces a driveway and an apron and prices each separately. It builds directly on MapMeasure Pro, and feeds straight into standard estimates and quick estimates.
The second half of the feature is the part that compounds. Every measurement is now saved. The new Measurement Library groups measurements by property with per-surface satellite thumbnail cards, streams a property index, and loads members on demand — so the second time you quote 412 Oak Street, you don’t measure it again. For any business with recurring or repeat-bid work — pressure washing, landscaping, house cleaning, painting — that’s the difference between measuring a property once and measuring it every season.
Property Lines is deliberately button-only with a confirmation dialog. Parcel data costs money per lookup, so QuoteIQ never fires one silently in the background off a search. You press the button, you confirm, 50 IQ Credits are spent. Nothing gets billed to you because a screen loaded.
“I love the ease of being in QuoteIQ and getting my property measurements, mix calculations all while seeing my profit margins from estimate to paid.”
— 217SoftWash · App Store · Verified Review
Ask AI could already answer questions about your business. In the QuoteIQ July 2026 Update it can build the report. Ask for last quarter’s revenue by service type and you get a ranked breakdown chart, not a paragraph. Ask where estimates are dying and you get a funnel. The AI decides when a report beats prose, then composes it through an args → query → blocks → summary pipeline with a per-domain matrix of block layouts, grounded in live company data rather than a generic template.
Trend lines, ranked breakdown bars, grouped comparison bars, distribution pies, staged conversion funnels, and dense hairline tables — plus KPI rails with sparklines and narrative callout banners.
Switch a block to a different chart, compare period over period, isolate a series from the legend, and drill from a breakdown straight into a live table — with range and basis recomputed on the fly.
Revenue with cash and accrual divergence, estimate close ratio and close-rate trend, deposits collected versus outstanding, and per-user expense KPIs.
A PDF builder with native chart renderers for every block type, a print path, and per-block CSV export that flattens down to raw chart-source rows for your bookkeeper.
Reports live in the conversation. They attach inline in chat as preview cards with footer chips and persist alongside the message thread, so last month’s report is still there when you want to re-run it. A quick-action prompt bar on the dashboard gets you there faster. Follow-ups refine the existing report — append or replace — instead of starting over, and this ties directly into business analytics and job costing so the numbers on the chart are the numbers on the job.
Most contractors have two revenue numbers — what got invoiced and what actually landed in the bank — and reconciling them by hand is where an afternoon goes. The revenue KPI now shows the divergence directly. Pair it with expense tracking below and you can see margin without exporting anything. The U.S. Small Business Administration’s guide to managing business finances covers why that gap matters for cash planning.
Tracking expenses is one thing. Understanding them is another. The QuoteIQ July 2026 Update adds a full Analytics tab to expense tracking on both mobile and desktop — a KPI grid built over a reactive aggregation controller, with recurring-burn math and precise period ranges and deltas.
The uncapped category list is the detail that matters. Most dashboards show your top five expense categories and bury the rest, which is exactly where the leak usually is — the twelfth line item nobody looks at. An electrical contractor tracking materials, permits, van fuel, tool replacement, subscriptions and subcontractor pay across dozens of categories sees all of them. Recurring burn is broken out separately so you can see what hits the account every month whether or not you sold a job, which pairs naturally with recurring invoicing on the revenue side.
Everything below is an existing QuoteIQ feature that was improved, extended or fixed this cycle — not a new launch. Each item is tagged so you can tell which is which.
The one genuinely new capability in this section: your customers can now manage their own cards. In the QuoteIQ July 2026 Update, portal customers list, add, remove and set a default payment method through the Stripe Payment Element — backed by a SetupIntent with lazy Stripe-customer creation, token-scoped listing, and ownership guards that fail closed. You get notified the moment a customer saves a card.
Customers add, remove and set default cards on file themselves — no more chasing a card number over text before every recurring visit.
The merchant is notified when a portal customer saves a card, with a guest fallback that requires an email match before it attributes anything.
A dunning SMS goes out automatically when a payment fails, and the failure is logged to the team channel so nothing sits silently broken.
Reactive amount field, in-sheet loading, success and error states, an auto-generated invoice for custom charges, and a proper dialog on tablet and desktop.
If you run maintenance agreements, service plans or route-based recurring work, this is the section that pays for itself. A pool service or lawn care business with a hundred monthly accounts no longer has to collect card details by phone — the customer does it in the portal, the card is on file, and online payments and subscription invoices run against it. And when a card does fail, the customer hears about it by text before you have to make the awkward call.
Richer previews, a redesigned breakdown, and a batch of money-math fixes that make totals trustworthy everywhere they appear. The QuoteIQ July 2026 Update touches standard estimates, options estimates, package estimates, quick estimates and invoicing alike.
Catalog images now follow a service everywhere it appears — preview, PDF, and the public estimate the customer opens on their phone. If you’ve built out your price book with photos of the actual service, a homeowner comparing three bids is now looking at yours with pictures attached. Combine it with before-and-after photos and QuoteIQ Cam job documentation and the quote stops looking like a spreadsheet.
The money-math work deserves its own note. Folding materials exactly once, recomputing totals at the persistence boundary, and pinning paid deposits sound like small fixes — they are the difference between the number on the mobile preview, the number on the PDF, and the number the customer sees on the public page all matching. Attach e-signatures and contracts to that estimate and the accepted document is now internally consistent from first preview to final invoice.
Settings got a new shell and, more importantly, one consistent save model. A reusable Save / Discard bar is now wired across every pane — Account, Business Hours, Twilio, Outbound API, Packages, Services and the rest — and it’s dirty-gated, so it only activates when you’ve actually changed something. An unsaved-changes guard on shell navigation stops you walking away from work you didn’t save.
If you’ve ever changed a setting, navigated away, and had no idea whether it stuck — that’s the class of problem this release closed. Every pane now behaves the same way, and roles and permissions, employee management and team communication settings all sit inside the same shell with the same save contract.
The schedule was rebuilt around a shared appointment card with a per-crew accent rail, used consistently across the day view, the crew timeline and the employee timeline — the desktop sidebar day view adopts it too. Schedule detail was redesigned as a Map + Dense layout with dark-mode theming and shared address open and copy helpers.
Multi-day jobs are the fix that most crews will feel immediately. A three-day concrete pour, a week-long interior repaint, or a solar install spanning a weekend now shows real hours on every day it occupies — which means dispatching, route optimization and availability all reason about the job correctly instead of treating it as a floating all-day banner.
Online booking itself launched back in the June release — nothing new launched here. The QuoteIQ July 2026 Update just makes the public side of it feel finished. The booking experience picks up a team-members surface and friendlier request cards, so a customer choosing a time can see who they’re actually booking with.
Surfacing customer notes on the request card is the kind of small change in the QuoteIQ July 2026 Update that carries real operational value. A handyman reading “gate code 4412, dog in the yard” before dispatch beats reading it after arriving. Bookings still flow into the calendar with double-booking protection, and InstaSchedule and customer self-quoting continue to run off the same availability engine.
The Client Portal has been live since earlier this year; this release sharpens it rather than replacing it. The QuoteIQ July 2026 Update lets you share the Client Portal link by copy, email or text with sensible default messages already written, so getting a customer into their portal is one tap instead of a copy-paste-and-compose exercise.
Per-customer billing visibility is the control that makes the QuoteIQ July 2026 Update’s card-on-file feature usable in the real world. Turn portal billing on company-wide for your recurring accounts, override it off for the one commercial client who pays by check on net-30, and nobody sees a payment screen they don’t need. Hiding drafts closes the other half of it — a quote you’re still building no longer appears in a customer’s portal before you’ve sent it.
Switching software dies on the import. If half your customer list doesn’t make it across, you don’t switch. So CSV import was rebuilt in the QuoteIQ July 2026 Update on Google Cloud Tasks with Gemini Batch transport — a durable background pipeline that creates records autonomously without dropping rows.
A background pipeline means you upload a 12,000-row customer export and close the app. No browser tab held open, no half-finished import to clean up, no silent row loss. If you’re evaluating a move, the comparison pages walk through the rest of it: QuoteIQ vs Jobber, QuoteIQ vs Housecall Pro and QuoteIQ vs ServiceTitan.
Large accounts get real search. The QuoteIQ July 2026 Update adds an Algolia-backed customer search index that auto-gates on for big accounts — it kicks in exactly where the built-in list stops scaling, and stays out of the way for everyone else.
If you’ve got 20,000 contacts, scrolling a list is not a search feature — which is why the QuoteIQ July 2026 Update replaced it. This is the kind of change nobody notices until they cross the threshold — and then it’s the difference between finding a customer in half a second and giving up. It applies across estimates, invoices, scheduling and multi-business accounts alike.
Smaller features and refinements that landed across notifications, forms, jobs, subscriptions and more in the QuoteIQ July 2026 Update.
No new buttons. Just the reasons the app should feel faster and safer.
Halfway through this release, the systems underneath QuoteIQ were rebuilt. You’ll never find a button for any of it. What you will notice: fixes reach you in hours instead of days, one part of the app having a bad day no longer drags the rest down with it, and the systems holding your customer list and your customers’ payment methods went through a full security pass.
Your live business data is now walled off from development entirely. API keys moved out of the code and into a managed vault. Abuse protection and rate limiting went on every public endpoint. And your outbound customer email now runs on a dedicated, reputation-warmed sending pool, so it lands in inboxes instead of spam folders.
There’s a reason a section this large sits inside the QuoteIQ July 2026 Update. The app is now split into separate independent pieces, so a fix to ClientHub can’t break payments, and an update to inventory can’t take down the virtual call team. It’s the unglamorous work that decides whether the software holding your customer list is worth trusting on a Monday morning.
Everything in the QuoteIQ July 2026 Update is included on existing plans at no additional cost. AI AutoMeasure, the Measurement Library, Ask AI Reports and Expenses Analytics are not add-ons and there is no upgrade fee. Here is the current QuoteIQ pricing:
| Plan | Price | Users | IQ Credits / mo | Built for |
|---|---|---|---|---|
| Essentials | $29.99/mo | 1 | 500 | Solo operators. Core CRM, estimating, invoicing and scheduling. |
| Beginner | $74.99/mo | 2 | 1,500 | Adds MapMeasure Pro, Review Multiplier and expense tracking. |
| Pro | $149.99/mo | 4 | 3,000 | Adds QuickBooks sync, in-app calling and texting and job costing. |
| Elite | $299/mo | 10 | 5,000 | Adds route optimization, inventory, pipeline, dispatching and GPS tracking. |
| Max | $699/mo | Unlimited | 8,000 | Every feature in QuoteIQ plus a Dedicated Account Manager. |
QuoteIQ charges one flat monthly rate per plan with a fixed number of users included, and annual billing gives you twelve months for the price of ten. For context on where that sits in the market: as published on their own pricing pages on July 24, 2026, Jobber lists plans from $49/mo for one user on Core up to $699/mo on Plus for fifteen users, with additional users at $29/mo each, and Housecall Pro lists Basic, Essentials (5 users) and MAX (8 users) from $59/mo to $329/mo depending on plan and billing term. Verify current rates directly with each vendor. Side-by-side breakdowns live on QuoteIQ vs Jobber and QuoteIQ vs Housecall Pro.
Every plan includes a 14-day free trial. All AI features run on IQ Credits included with your plan — AI AutoMeasure, AI Estimator, Ask AI, AI text generation and AI image generation all draw from the same monthly allowance rather than being sold as separate subscriptions.
Start your 14-day free trial and see why 40,000+ home service contractors run their business on QuoteIQ. Plans start at $29.99/month.
Three things in the QuoteIQ July 2026 Update are brand new: AI AutoMeasure, which measures a roof, lawn or driveway from satellite imagery inside an estimate and saves it to a reusable Measurement Library; Ask AI Reports, which builds full interactive business reports with real charts; and an Expenses Analytics dashboard. Everything else in the release is an improvement or a fix to a feature QuoteIQ already had.
Ask AI Reports can now build full interactive business reports with six native chart types, KPI rails, and PDF and CSV export. A new Expenses Analytics tab turns raw expense records into a spending dashboard. Customers can add and manage cards on file in the Client Portal for the first time. Estimate and invoice numbers are editable with atomic number reservation, service catalog images appear on estimates, invoices and PDFs, Settings was rebuilt around a consistent Save/Discard model, and CSV import moved to a durable background pipeline on Google Cloud Tasks that no longer drops rows on large files. The previous release is documented in the QuoteIQ June 2026 Update, and every release is archived on the QuoteIQ updates page.
In QuoteIQ, you open an estimate, drop a pin on the customer’s address, and outline the surface you are pricing on the satellite map. AI AutoMeasure then calculates the surface area for you and returns it directly into the estimate — it runs synchronously inside the estimate rather than as a separate job you wait on. It handles single-surface and multi-surface measurements, automatically groups multi-polygon surfaces into numbered members, and color-codes each polygon by its AI-detected surface type — the same class of building-imagery analysis behind tools like Google’s Solar API.
You can rename, group, ungroup, delete and change the surface type of any polygon, with undo history that restores types, metadata and groupings. Every measurement is saved to the Measurement Library, grouped under the property, with a per-surface satellite thumbnail — so the second time you quote that address you reuse the measurement instead of re-measuring it. It builds on MapMeasure Pro and works alongside property street view, the AI Estimator and standard estimates. Access is controlled by a dedicated View / Manage permission in Roles & Permissions.
QuoteIQ includes satellite property measurement on every plan from Beginner ($74.99/mo) upward through MapMeasure Pro, and the QuoteIQ July 2026 Update adds AI AutoMeasure on top of it — you outline the surface and the AI measures it, rather than tracing every dimension by hand.
Roofing, lawn care, landscaping, pressure washing, concrete, painting and sealcoating contractors all use it to quote from the truck or the office without a site visit. The July release also adds a Property Lines lookup that pulls parcel boundaries on demand; it is button-only with a confirm dialog so it never fires automatically, and each pull costs 50 IQ Credits. Measurements are stored in a searchable, filterable Measurement Library with a dedicated View / Manage permission in Roles & Permissions, so you control which team members can edit or delete them. Trade bodies such as the National Roofing Contractors Association publish the measurement and estimating standards this kind of takeoff is checked against.
QuoteIQ’s Ask AI can now build full interactive business reports on request. You ask a question in plain language and Ask AI decides whether to answer in text or render a report, then composes it from your live company data. Six chart types render natively: trend lines, ranked breakdown bars, grouped comparison bars, distribution pies, staged conversion funnels, and dense tables — plus KPI rails with sparklines and narrative callout banners.
The canvas is interactive: switch a block’s chart type, isolate a series from the legend, compare period over period, and drill from a breakdown straight into a live table. Reports export to PDF with native chart rendering, print, or export per-block to CSV. Live KPIs cover revenue on both a cash and accrual basis, estimate close ratio and close-rate trend, deposits collected versus outstanding, and per-user expenses — the same data behind business analytics and job costing. Reports attach inline in the conversation as preview cards and persist alongside the message thread, and the same figures drive sales tracking and expense reporting. The U.S. Small Business Administration covers why cash-versus-accrual reporting matters for a service business.
The QuoteIQ July 2026 Update adds an Expenses Analytics tab on both mobile and desktop that turns raw expense records into a spending dashboard. It opens on a KPI grid built over a reactive aggregation controller with recurring-burn math and precise period ranges and deltas, then gives you a full chart suite: a category-mix stacked chart, a cumulative-spend area chart, monthly-spend bars, an expense-by-type card, a recurring-burn card, and a top-transactions leaderboard.
Spend by Category is uncapped — there is no top-N cut-off, so a business with 50+ expense categories sees all of them in a scrollable list with a running count header. Everything is period-scoped and exports to CSV using the same period dialog that sits behind Settings → Export Data. Expense tracking is available from the Beginner plan upward, and per-user expense KPIs also feed the Ask AI report engine alongside job costing and business analytics. The U.S. Small Business Administration publishes a useful primer on tracking business finances alongside it.
Yes — this shipped in the QuoteIQ July 2026 Update. Customers can now list, add, remove and set a default payment method from inside the Client Portal using the Stripe Payment Element, backed by a SetupIntent with lazy Stripe-customer creation, token-scoped listing, and ownership guards that fail closed. When a portal customer saves a card, the merchant gets a notification. If a payment later fails, a dunning SMS goes out and the failure is logged for the team.
On the contractor side, the charge-card sheet was reworked with a reactive amount field, in-sheet loading, success and error states, an auto-generated invoice for custom charges, and a proper dialog presentation on tablet and desktop. Money integrity fixes went in alongside it: idempotency and recording guards so a stored-card charge is recorded exactly once, plus a reentrancy latch and public-invoice sync when an amount changes. Portal billing visibility is controllable company-wide and per-customer, and it works with online payments, recurring subscription invoices and standard invoicing. Stripe documents the save-and-reuse card flow this is built on.
In QuoteIQ you upload a CSV and the import runs in the background. The QuoteIQ July 2026 Update rebuilt the pipeline on Cloud Tasks with Gemini Batch transport so large files import autonomously without dropping rows — contacts in phase one, services in phase two, and estimates plus invoices in phase three, with automatic price-type detection. Big contact imports are routed to the autonomous path automatically, and an Import Jobs screen shows queued imports with live progress so you are not guessing.
A five-wave audit hardened it: stuck-import recovery and safe retry at scale, idempotent creation retries for records without keys, no data loss on identical chunks, batches beyond 500 chunks handled without overflow, and quote-aware row counting so the right path gets chosen. Phone numbers are stored decomposed into country, dial code and national number, and non-US contacts store the ISO country name with the dial code inferred from it — and your data can move back out any time via Export Data. See AI Smart Import and the client database for the full workflow, or the QuoteIQ vs Jobber and QuoteIQ vs Housecall Pro comparisons if you are evaluating a move.
QuoteIQ pricing starts at $29.99 per month on Essentials for a single user with 500 IQ Credits. Beginner is $74.99/mo for 2 users and 1,500 credits, Pro is $149.99/mo for 4 users and 3,000 credits, Elite is $299/mo for 10 users and 5,000 credits, and Max is $699/mo for unlimited users, 8,000 credits and a Dedicated Account Manager. Annual billing gives you 12 months for the price of 10. Every plan includes a 14-day free trial, and a credit or debit card is required to start.
Every feature in the QuoteIQ July 2026 Update is included on existing plans at no additional cost — there is no upgrade fee for AI AutoMeasure, Ask AI Reports, Expenses Analytics or customer portal billing. For comparison, as published on their own pricing pages on July 24, 2026, Jobber lists plans from $49/mo for one user on Core up to $699/mo on Plus for 15 users with additional users at $29/mo each, and Housecall Pro lists Basic, Essentials (5 users) and MAX (8 users) from $59/mo to $329/mo depending on plan and billing term. Verify current rates directly with each vendor. Full QuoteIQ pricing is published without a sales call.
A short walkthrough of the app the QuoteIQ July 2026 Update was built on — estimating, invoicing, scheduling, payments and AI tools in one place, for contractors across 50+ trades.
Create your account and pick any plan. Every plan includes a 14-day free trial, and a credit or debit card is required to start.
Start a new estimate for the customer and open the map. Search the property address and drop a pin on the parcel you are quoting.
Trace the roof, lawn, driveway or wall you are pricing. AI AutoMeasure calculates the surface area, groups multi-polygon surfaces into numbered members, and color-codes each polygon by detected surface type.
The measurement saves to the Measurement Library under that property, so the next quote at the same address reuses it. Attach it to a service, apply your rate, and send the estimate.
20+ year home service business owner, published author, and one of the most recognized educators in the industry. Graduate of The Citadel. Spent years in Fortune 50 sales, marketing and operations before building multiple seven-figure service businesses. Every QuoteIQ feature starts with the problems Mike faced running crews in the field.
Serial entrepreneur, home service business owner, and one of YouTube’s most-watched voices on self-employment. His channel has accumulated over 744,000 subscribers and half a billion views, making him a go-to resource for anyone starting or scaling a service business. Justin’s focus: tools that help real people build real businesses.
Combined 1.3M+ YouTube subscribers across both channels. Unlike VC-backed and publicly traded competitors, QuoteIQ’s incentives are aligned with contractors — not investor returns. Read the full origin story →
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Measure and price properties instantly.
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