QuoteIQ
September 2026
Update

The reason a calendar rebuild is the headline of the QuoteIQ September 2026 Update is that scheduling is the one screen every service business touches every single day. A roofing company deciding which crew takes the tear-off, a pest control operator squeezing a callback into a full route, a plumber moving Thursday to Friday because the part didn’t arrive — that all happens here. If the calendar is slow or cramped, the whole day is.

• NewWeek view alongside Day and Month, with colour-coded chips and drag-to-reschedule.
• NewMonth view returns. Drag a job to another day; it keeps its start time and offers a five-second undo.
• NewDay agenda in the side rail. In Month view the rail lists the selected day in time order with names, services and end times; each row opens its appointment.
• NewSchedule-conflict warning, job cards that grow into free gap space, and an overlap sheet showing customer, phone and services when two jobs collide.
• NewCalendar Templates settings screen, and video attachments on calendar entries.
• ImprovedUnassigned jobs show in navy, finished jobs read as done in Month and Week, week chips grow into small cards on busy days, day columns get a draggable scrollbar, Schedule Later sorts by tentative date, and jobs with an invoice carry an “Invoiced” chip.
• ImprovedEntries without a customer are labelled by title or services instead of a bare “Event” or “Job”; solo businesses no longer see an “Unassigned” chip; every clickable surface shows hover feedback on desktop.
• FixedMulti-day jobs draw as one continuous bar, the date headline no longer truncates, and Monthly/Daily totals stay visible on small tablets.
• FixedFiltering the calendar to a person no longer hides their events, the account owner can be filtered on, the crew filter honours every crew picked, and the filter menu closes after a pick.
• FixedDragging a repeating visit moves only that occurrence, never the whole series; a multi-day job dragged across a daylight-saving change keeps its full length; turning a saved job recurring keeps it on the calendar; unchecking a recurring job cancels all remaining occurrences.
• ImprovedOn the phone, swiping between days moves the week strip and day view together, a stray drag no longer changes the date, the overflow menu opens as a full-width bottom sheet, and the drag confirmation stays for ten seconds with a close button.

“QuoteIQ keeps me organized, on time, and professional; Customers love the clean quotes, and I love the easy job scheduling.”

— PatelJonellc · App Store · Verified Review

Google Calendar sync has been in QuoteIQ for a long time. In the QuoteIQ September 2026 Update it was rebuilt from the ground up rather than patched. You connect a Google account from a one-screen sync dialog, tick exactly which job fields should appear on the Google side, and set a backfill window for how far back to sync. Your own Google events then appear inside the QuoteIQ calendar, visible only to you, with an editable event card — Navigate, Join, Directions, Copy — that can edit or delete the Google event without leaving QuoteIQ.

• NewOne-screen sync dialog with field checkboxes, a backfill window and per-user preferences.
• NewYour Google events overlaid in the QuoteIQ calendar, visible only to you, with a card that can edit or delete them.
• FixedRecurring schedules sync every occurrence, including reschedules, single-occurrence cancellations and assignment changes.
• Fixed“Sync all” is back in both calendar menus, and assigning or unassigning a team member on an existing schedule syncs.
• FixedAll-day events no longer land a day early west of Greenwich; a saved edit no longer blanks the card; the time picker clock is no longer clipped.

Route optimization was already in QuoteIQ. What changed is where it lives. A travel ribbon now runs along the calendar showing real road distance between each stop, so you can see a 40-minute gap between two jobs while you are still deciding where to put the third. Route Optimization itself is an owner-level opt-in with a toggle in the detail sheet: turn it on and the day’s stops are ordered for you.

The ribbon uses the same road-distance service as the existing route tools, with a public routing fallback if the primary service is unavailable, so it works today on every account. For a pressure washing outfit doing eight stops a day or a lawn care route with twenty, the difference between planning by address and planning by drive time is fuel, hours and one more job a day. The federal fuel economy guidance puts a number on what idling and backtracking cost.

• NewTravel ribbon on the calendar with real road distance between stops.
• NewRoute Optimization toggle in the detail sheet, owner opt-in, metered in IQ Credits per leg it resolves.
• ImprovedRoute map and calendar widgets moved to the settings design system, and secondary and icon buttons are exposed to screen readers.

InstaQuote is the customer self-quoting tool: a homeowner answers a few questions on your site and gets a price. In the QuoteIQ September 2026 Update the customer-facing form was rebuilt end to end. It now sits in a branded shell with priced service rows, single-scroll configure cards, a price hero, loading skeletons, and real not-found, expired and paused states instead of a blank page. The wizard asks one configurable service per step with validation, consistent Back buttons, and address suggestions anchored below the input while the customer scrolls.

There is also an “InstaQuote Created” automation trigger, so an automation can fire the moment a customer quotes themselves — a text to the office, a follow-up email to the customer, a task for the salesperson. Pair it with InstaSchedule and the customer can quote and book without anyone picking up a phone. The U.S. Small Business Administration covers the sales-process side of self-service quoting well.

“Since using QuoteIQ, my pest control business scheduling and invoicing has improved greatly.”

— Kirby Nelida · App Store · Verified Review

Until now, opening the Estimates or Invoices screen loaded every document you had ever created. On a two-year-old account with four thousand invoices, that was the slowest screen in the app. It has been replaced with server-side paging, precomputed totals and a search index, so the list loads page by page and search runs on the server across customer name, number, address, email and phone.

• ImprovedLists load page by page; the biggest accounts stop paying for the whole collection on every open.
• ImprovedSearching keeps each tab’s count and total (the Paid tab shows a count only), and the counts no longer vanish while results load. The estimates search box waits until you pause typing.
• ImprovedDashboard revenue and profit read from precomputed daily buckets, cash-collected figures come from a payments ledger, and large accounts see a progress banner while their history is indexed.
• FixedAn invoice stored as “paid” shows under Paid on both the phone list and the wide table; the two used one classifier before and disagreed.
• FixedSearch, clear, search again no longer leaves a tab stuck loading; the proposal chooser loads in pages too.
• Fixed“Select All” reads “Select loaded” when only one page is loaded and says how many more the tab holds, so a bulk delete cannot silently skip rows.
• FixedTyping in the phone invoice search box filters the list, and the Subscriptions tab filters by the search box like the other tabs.

Three small things that remove a lot of repeated typing. Field presets for estimates and invoices live in Settings — expiration date, unit breakdown, every field on the manage screen — so your usual values are filled in before you start. A Job address is now separate from the Billing address on estimates, invoices and their PDFs, with manual billing-address entry, which is the fix every property-management plumber and commercial HVAC contractor has asked for. And customers now see the files attached to an estimate on their estimate page, with uploaded photos below the notes.

• NewField presets for estimates and invoices in Settings.
• NewJob address separate from Billing address on estimates, invoices and PDFs.
• NewImport shortcuts on the Services, Estimates and Invoices screens, and an AI-assisted inventory CSV import.
• NewPartial-payment percentage toggle, and the estimate expiration date prints on PDFs.
• NewCustomers see attached files on the estimate page; PDF photos are clickable and attachment rows stay together across pages.
• NewThe customer’s drawn signature shows immediately after acceptance and is persisted to the public estimate and its PDF. See e-signatures.
• NewEstimates auto-save while you edit them, and new estimates are created as Open so “Estimate Created” automations fire right away — a company setting keeps saving them as Drafts instead.

The August update let a job carry more than one contact. This cycle moves those contacts onto the customer record itself, where they belong. A customer can hold additional contacts, each with its own name, phone, email and country. The old “primary contact” star is replaced by an auto-add toggle that decides whether that person is attached automatically whenever a new estimate, job or invoice is created. Jobs, estimates and invoices pick recipients from one shared list, so the same people are offered everywhere, and the attached contacts show on the estimate and invoice detail screens.

• NewAdditional contacts on the customer, created and edited from the manage sheet and listed on the contact screen.
• NewAuto-add toggle replaces the primary-contact star.
• NewOne recipient picker across jobs, estimates and invoices; additional contacts carry through to all three.
• FixedTexts to contacts outside the US dial with the right country code — Trinidad, Jamaica and the rest — instead of being truncated, with a country-code picker in the SMS recipient dialog and one phone formatter everywhere.
• ImprovedContact prefix (Dr / Mr / Mrs / Ms) replaces the suffix field.

Whop joined Stripe as a second payment processor in August. The QuoteIQ September 2026 Update gives it recurring billing. A customer can start an Auto-Pay subscription by entering a card on their subscription link, on a redesigned subscription page, with no card on file needed beforehand. You can also enrol a customer in Auto-Pay from the app; cancelling routes to Whop, and the billing interval reads “every 30 days” so nobody is surprised by the date.

Alongside it, verification is now enforced the way a processor requires. A business on Whop must finish identity verification and have payouts enabled before customers can pay online, save a card, be charged from a saved card, or enrol in a subscription. Pausing or cancelling a subscription is never blocked. The Payments settings card says “Payouts are paused” with a link to resolve it when that is the case, names the real obstacle instead of a generic “In review”, and shows the current status rather than a days-old snapshot. Portal estimates and invoices from an unverified business show no Pay button, so a customer never hits a dead end. Whop’s own documentation covers the verification steps; for the customer-side rules on recurring charges, the CFPB is the reference.

• NewCustomers start Auto-Pay by entering a card on their subscription link, on a redesigned page.
• NewEnrol customers in Auto-Pay from the app; cancellation routes to Whop.
• NewVerification and payout gating before online payments, saved cards or subscriptions.
• ImprovedPayments settings card shows the real payout status and what to do about it.
• FixedThe on-screen keyboard no longer hides the card-entry fields, and Whop merchants no longer see prompts to set up Stripe.

“So glad I found QuoteIQ I can now send estimates and invoices with links for payment with ease.”

— Steve Dieas · Google Play · Verified Review

The rebuilt CSV and AI import promised in August ships in the QuoteIQ September 2026 Update, and its first real-world run surfaced mapping bugs that are now fixed. Line items are mapped again; tax, discount and deposit rows land on the document fields instead of becoming services; a warning flags line items left unmapped; and unmapped columns are surfaced above the field cards so nothing from your file is dropped silently. Contact imports understand separate residential and business address columns and can apply tags as they import.

• FixedEstimate and invoice imports no longer triple contacts or leave them hollowed out.
• FixedLine items map correctly; tax, discount and deposit rows go where they belong; unmapped columns are shown, not hidden.
• NewResidential vs. business address columns and tag-on-import for contacts.
• NewImport straight into a campaign contact list without adding those people to your customer database, with duplicate checks kept inside that list. Built for text and email campaigns.
• NewDelete a contact list, with a confirmation step.
• ImprovedA known file shape no longer pays for a fresh mapping every time; the mapping cache is keyed consistently.