Published March 2026 · Updated September 2026 · By the QuoteIQ Editorial Team
We talked to roofers — owners, crew leads and solo operators — about what they actually need from roofing CRM software. Their answers were consistent, specific, and mostly ignored by the platforms marketing to them.
Roofing contractors want four things from CRM software, in this order: one platform instead of five subscriptions, aerial roof measurement they can run from the truck, photo and inspection documentation that survives an insurance review, and a published price they can budget against. QuoteIQ is built around those four, with flat plans at $29.99, $74.99, $149.99, $299 and $699 a month covering 1, 2, 4, 10 and unlimited users. MapMeasure Pro handles satellite roof dimensions and pitch from Beginner up, QuoteIQ Cam covers 4K photos and inspection reports from Beginner up, and the full AI suite — including AI Autopilot and the AI Estimator — runs on every plan through included IQ Credits. Every plan starts with a 14-day free trial giving full access to the features of the plan you choose.
TL;DR: Roofers do not want more software — they want fewer logins and fewer invoices. The features that decide a roofing CRM are aerial measurement (MapMeasure Pro), job documentation (QuoteIQ Cam and inspection forms), fast quoting (estimates and e-signatures), a real phone line (ClientHub), crew visibility (Time Tracker Pro) and profit reporting (job costing). Price the whole stack at your real headcount before you sign anything, check labour economics against BLS roofer wage data, and keep your fall-protection duties under OSHA 1926.501 in the same system that stores your job photos.
Roofing contractors do not want more software. They want fewer logins, fewer monthly charges, and a platform that works from a truck cab rather than a desktop. That is not what most CRM companies build, and it is not how most roofing software is sold.
We talked to roofing company owners, crew leads and solo roofers to understand what they actually prioritise when choosing a CRM. What came back was not a feature wish list. It was a short set of operational problems — measurement trips that eat a morning, photo evidence scattered across three apps, quotes that go out the next day instead of the same afternoon, and a software bill nobody can explain to their bookkeeper. Below are the eight findings that came up most, what each one costs a roofing business in practice, and how the QuoteIQ feature set maps to them.
One note on the numbers in this article. Every QuoteIQ figure comes from the published pricing page and plan pages. We do not quote competitor prices, seat counts or trial terms here, because vendors in this category change them frequently and a stale figure is worse than no figure — check each platform’s own pricing page on the day you are comparing. Where we cite market or wage data, it links to the primary government source.
The most consistent complaint we heard was tool fragmentation. A typical roofing company runs separate subscriptions for estimating, scheduling, invoicing, aerial measurement and photo documentation — and none of them share a customer record.
Fragmentation is not primarily a cost problem, although it is that too. It is a data problem. When the measurement lives in one tool, the photos live in another, the estimate lives in a third and the invoice lives in your accounting app, nobody in the business can answer a simple question — what happened on this job? — without opening four tabs. Insurance supplements, warranty callbacks and crew disputes all turn into archaeology.
This is the structural gap in the roofing software market. Roofing-specific platforms like JobNimbus and AccuLynx were built around roofing sales and production workflows, and general field service platforms like Jobber and Housecall Pro were built around scheduled service work. Both approaches leave roofers assembling the rest. Check each vendor’s current feature list and pricing on their own site before you decide what is genuinely bundled and what is an integration — our side-by-side pages for QuoteIQ vs JobNimbus, QuoteIQ vs AccuLynx, QuoteIQ vs Jobber and QuoteIQ vs Housecall Pro lay out the structural differences.
QuoteIQ was built to remove the seams. Estimating, scheduling, invoicing, online payments, satellite property measurement, photo documentation, the customer database and the AI suite all sit in one app on one login, starting at $29.99 a month on the Essentials plan. Seats are included by tier rather than metered per head, so hiring a fourth crew member does not quietly add a line to your bill.
The U.S. Census Bureau put total construction spending at a $2,166.5 billion seasonally adjusted annual rate in June 2026, 3.2 percent below the year-earlier figure. In a softening market, close rate and follow-up discipline matter more than crew capacity — which moves quoting speed and automated follow-up to the top of the requirements list and pushes headcount tooling down it.
There is a second-order effect worth naming. Every tool you drop is also a login you no longer have to onboard a new hire into. Roofing crews turn over; the BLS projects about 12,000 roofer openings a year through 2035. If your onboarding is “here are five apps and five passwords,” you are paying the training cost of fragmentation every time someone starts. One platform with roles and permissions is a materially shorter first week.
“Before QuoteIQ, we were paying for five different softwares just to run the business — estimating, scheduling, invoicing, measurements, and job tracking. It was expensive and messy. Now everything’s in one place with QuoteIQ, and we’re saving thousands every year. QuoteIQ is the best CRM for roofers.”
Roofers rank satellite or aerial measurement as the single most time-saving capability in the category. Scoping several roofs a day from the truck instead of driving to each address changes the economics of the whole operation.
The measurement question is where roofing platforms diverge most sharply, and where the buying decision usually gets confused. Several products in the roofing group are not CRMs at all. Roofr is built around measurement reports and proposals; Roofle is built around consumer-facing instant quoting widgets; EagleView is a measurement service that other platforms integrate with. Comparing a measurement report service against an all-in-one CRM on monthly price alone produces a nonsense answer. Ask what job the tool replaces, then price that job.
If the job being replaced is “climbing on a roof with a tape to scope a bid,” the capability you want is aerial measurement inside the estimate, not as a separate order-a-report workflow. MapMeasure Pro measures square footage, roof dimensions and complex shapes from satellite imagery while you are building the quote. Roof segments are auto-detected using solar data with colour-coded pitch, and screenshots attach to the estimate as visual proof of measured scope. Since the August 2026 release it also carries a historical aerial imagery timeline, so you can scroll back through years of photos of the same property — genuinely useful when a homeowner or adjuster disputes what the roof looked like before a storm.
MapMeasure Pro is included from the Beginner plan at $74.99 a month and upward, alongside its two companions: Property Street View for ground-level context on the elevation, and Zillow Quick Access for property details before you ever pick up the phone. Measurements save to the customer profile and export straight into standard estimates, quick estimates, good-better-best options or package estimates.
Every scoping trip that does not require getting on a roof is a fall hazard you did not create. Under OSHA 1926.501, employees on a steep roof with unprotected sides and edges six feet or more above a lower level must be protected by guardrails with toeboards, safety nets, or a personal fall arrest system. Aerial measurement removes a category of exposure from your bid process entirely.
Roofers who also sell gutter, siding or waterproofing work get the same benefit across those trades, and the relevant trade pages carry the detail: metal roofing, gutter installation, gutter guard installation, siding, roof washing and basement waterproofing. If you are still setting per-square pricing, run the numbers first through the gutter cleaning cost calculator or the wider home service business calculators before you judge any software on price.
Nobody we spoke to cared about AI as a category. They cared about the specific outcomes: a quote built from photos in minutes, a phone that gets answered while you are on a roof, and follow-ups that go out without anyone remembering to send them.
QuoteIQ runs its AI on IQ Credits that are included with every plan — 500 a month on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max. There is no separate AI subscription and no premium AI tier. Every AI action displays its credit cost and asks for confirmation before it runs, so nothing draws down silently. Three tools do most of the daily work, and they are genuinely different from each other.
The general manager. Conversational control of the whole CRM by voice or text across 55 integrated tools in 13 categories — move today’s jobs to Friday and text every affected customer, or invoice everything completed today, in one instruction.
The photo-to-quote specialist. The AI Estimator analyses property photos, asks targeted follow-up questions and produces market-accurate line-item pricing for your local area, once per new estimate.
The phone team. The Virtual Call Team answers inbound calls around the clock, qualifies leads, filters spam, records and transcribes every call and runs outbound campaigns. Minutes are metered in credits, so lower tiers are minute-limited.
Two clarifications matter here, because this is where roofing software marketing tends to overpromise. The Virtual Call Team answers, qualifies, transcribes and calls out — it does not book the appointment for you. Call minutes are priced per minute against your credit allocation, which means call answering is not unlimited at the lower tiers. And “Ask AI” inside the app is the same feature as AI Autopilot; the interface name and the brand name differ, but there is one tool behind them.
Around those three sit the smaller tools roofers reach for constantly: Before & After AI, which generates a realistic “after” preview from the actual job photo in roughly fifteen to twenty seconds and attaches it to any estimate or invoice; the AI Text Generator for the customer message you have been avoiding all afternoon; and AI Smart Import, which maps spreadsheet columns automatically when you bring a customer list across from another platform.
“I’ve owned a roofing company for the past 23 years. I’ve tried just about every roofing CRM and software out there and nothing compares to QuoteIQ. Everything’s in one place — estimating, scheduling, job costing, crew tracking, property measurements. The AI tools alone save us hours every week. Their customer support is totally amazing.”
Storm damage roofers live and die by documentation. Before-and-after photos, inspection reports and timestamped job records are the difference between an approved claim and a denied supplement.
Most CRMs push this into a separate photo app, which is why CompanyCam shows up on so many roofing shortlists. The workflow cost of that split is not obvious until a claim goes sideways: the photos are in one system, the scope is in another, and reconstructing the sequence takes an afternoon that nobody is paying you for.
QuoteIQ Cam is included from Beginner upward and keeps the evidence attached to the job it belongs to. It covers in-app capture or camera-roll upload organised by job and date, before-and-after comparisons through the Before & After Photo Editor, annotations, custom inspection forms with templated and customisable PDF sections, job reports, unlimited 4K photo and video cloud storage, and a customer documentation archive that lives on the contact record rather than in someone’s phone.
Two details matter for insurance work specifically. First, galleries are shareable with the customer, which converts documentation from an internal artefact into a sales asset — homeowners who see the decking photo approve the supplement faster than homeowners who are told about it. Second, everything attaches to quotes and invoices, so the paper trail from inspection to payment is one continuous record on one customer. Paired with contract attachments and e-signatures, the whole file is reconstructable in about a minute.
Job documentation and financial recordkeeping are the same discipline from two directions. Software subscriptions, materials and vehicle costs are deductible business expenses under the standards set out in the IRS Small Business and Self-Employed Tax Center. If you are migrating platforms mid-year, keep invoices from both for the overlap month, and use expense tracking to link receipts to the jobs they belong to.
Roofing businesses scale in crews, not in desks. Every model that charges per user turns a good hiring month into a bigger software invoice, which is exactly the wrong incentive.
Two things frustrated the owners we spoke to more than the actual price. The first is quote-gated pricing: platforms such as ServiceTitan do not publish a rate card, so evaluating them starts with a sales call rather than a spreadsheet. The second is layered pricing, where a base plan, a per-seat charge and a communications add-on are quoted separately and only combine into a real number after you have already invested a week in the process. Roofing-focused platforms like RoofLink and Leap sit in this group too. None of that makes any of them a bad product — it makes them hard to budget. Ask every vendor, including this one, for the whole number in writing before you trial anything.
QuoteIQ publishes every tier on the pricing page: five flat monthly plans, seats included by tier, annual billing at ten months for the price of twelve, and no long-term contract. There are exactly two paid extras and both are named openly — the AI Website Builder at $34.99 a month, and additional businesses. Both are included on Max, which bundles the builder plus four additional businesses.
Processing terms move more money over a year than most feature differences do. Fees legitimately vary by payment method, account configuration, risk profile, industry and volume, so ask any vendor — this one included — for the written schedule that applies to your account and confirm how and when payouts land. What matters on the customer side is what they can actually use: QuoteIQ handles card, ACH bank transfer, Apple Pay and Google Pay online, records cash and check in-app, and offers consumer financing through Affirm, Klarna and Afterpay on every plan — which matters on full replacements where the homeowner’s decision is a financing decision.
The honest way to compare any two platforms is a four-line worksheet. Line one, seats: the plan price plus any per-user charge multiplied by the headcount you expect twelve months from now. Line two, add-ons: every tool you would buy separately to match your must-have list. Line three, metered AI at your realistic monthly volume. Line four, payment processing applied to last year’s collected revenue. Run it on QuoteIQ and on whatever else you are weighing. The enterprise field service pricing calculator will get the baseline on paper in about ten minutes.
Roofing leads are perishable in a way service leads are not. A homeowner with water coming through a ceiling calls three roofers and hires whoever picks up. Being on a roof is not an excuse the customer accepts.
Most of the owners we spoke to had no system for this at all — calls went to a personal mobile, texts went to whichever phone the customer happened to have the number for, and nothing landed on the customer record. The fix is not “answer faster.” It is separating the business line from the personal one and putting the conversation where the job lives.
ClientHub, from the Pro plan upward, gives the business a dedicated number with two-way calling and texting inside QuoteIQ from phone, tablet or computer. Every call and text saves to the customer profile, notifications are real-time, and it syncs across devices so an office manager and a crew lead are looking at the same thread. Call routing added in April 2026 lets you route incoming calls by time of day, caller or availability — to a team member, an external number, or the Virtual Call Team.
Behind the phone sits the follow-up layer, which is where most roofing revenue quietly leaks. Email and text automations at Pro and above run event-triggered, multi-step sequences with personalisation tags, with send timing from immediately to twenty-four months out — long enough to cover the roof you quoted last spring that the homeowner deferred. Since June 2026 you can describe the automation in plain language and have it built for you. Reminders and tasks cover the rest, and on-the-way texts stop the “where is your crew” call before it happens.
At the Elite plan the customer starts serving themselves. InstaSchedule books roof inspections around the clock against your real calendar availability, and InstaQuote lets a homeowner select from your service library and get a real-time total without a phone call. The Client Portal at Pro gives them a branded place to approve estimates, pay invoices, view inspections and request work — no app download, no account to create. Google Reserve booking pulls the same availability into Search and Maps.
Revenue is easy to see. Profit per job is not, because labour hours and job expenses usually live outside the CRM — in a timesheet app, a glovebox full of receipts, and somebody’s memory.
This is the finding owners raised last and felt most strongly about. A roofing company can run a full season at volume and still not know whether the steep-slope tear-offs or the flat commercial repairs are carrying the business. The numbers exist; they are just never in the same place at the same time.
Job costing at Pro and above closes that gap with a per-job report tab: total price minus labour minus expenses equals profit, shown with a margin bar. Labour pulls automatically from time tracking at the employee’s hourly rate rather than being typed in later, and expenses link to the job they belong to. The hourly rate calculator sits alongside it, which is the number most solo roofers have never actually worked out. For context on what an hour of crew time is worth in your market, the BLS reports a median annual wage of $55,440 for roofers as of May 2025, with state and metro breakdowns available through the Occupational Employment and Wage Statistics program.
The field-operations layer arrives at Elite. EmployeeHub brings GPS location tracking — a live team map while people are clocked in, which pauses on breaks and stops at clock-out, with clock-in location verification. Clocked-out employees never appear on any map. Time Tracker Pro handles GPS clock in and out with per-job hours and break reporting and a full edit history on admin adjustments, and team communication keeps job assignment off group texts.
Drive time is the other leak. Route density shows where your work clusters so you can plan the day’s zone; route optimisation sequences the stops within it, accounts for appointment times and duration, and recalculates when a job is added late — typically cutting drive time by 15 to 30 percent. Density answers where, optimisation answers in what order. Worth being precise about two related things: assigning a person to a job is Pro-level scheduling, and crew creation, crew tracking and crew scheduling are Max-only capabilities, as is the Sales Team Tracker for per-rep commission on canvassing teams.
QuoteIQ has no native payroll and no automatic overtime calculation — hours export to whatever payroll system you already run. Inventory management at Elite tracks shingles, underlayment and flashing across trucks and warehouses through five modules, and stock deducts when the invoice is paid, not when a job is marked done. A deposit does not count as paid. Knowing that in advance prevents a month of confused stock counts.
The test roofers apply is simple and brutal: can I build and send a real estimate, standing in a driveway, on my phone, before I get back in the truck? Platforms that fail it get worked around, and then abandoned.
QuoteIQ runs on iOS, Android and the web with full parity across all three, which is the part that matters — plenty of platforms have a mobile app that can view things but not build them. The estimate flow is built on the assumption that the quote gets created in front of the customer: four estimate types, a price book, photos on services and line items, markup and discount controls, deposit requirements, real-time totals, draft mode with continuous autosave so a dead battery does not cost you the bid, and sub-item hierarchies for complex scopes. The customer signs on their own phone through e-signatures, available from Essentials up, and an accepted estimate converts to an invoice in one tap.
Two 2026 additions are worth knowing about if you are evaluating now. Proposals, added in August 2026, let an estimate go out as a full branded document with your company story, services, photo gallery, documents and customer reviews — available on every plan, metered at 100 IQ Credits per send and free on trial, Elite and Max. Estimates and invoices can also now carry expiry dates, and reusable invoice templates were added in the same release. One vocabulary note that trips people up during onboarding: after the August 2026 rename, a “job” in the app is the scheduled visit, and the older job records are called “job forms.”
Reputation is the other half of the mobile reality, because the review request has to fire at the moment the customer is happiest — right after they pay. Review Multiplier ships two mechanics: an instant post-payment redirect to your review page, and an email and SMS review-request automation with four event triggers, pointing at Google Business Profile, Facebook, Yelp or Angi.
However you collect reviews, and on whatever platform, the rules changed. The FTC’s Rule on the Use of Consumer Reviews and Testimonials took effect on October 21, 2024 and prohibits incentives conditioned on a particular sentiment. Ask any vendor how their review tooling stays on the right side of it before you switch it on, and frame the wider compliance picture with the SBA Business Guide.
This table is deliberately one-sided: it maps the eight findings above to the QuoteIQ plan that unlocks each one. We have not filled in competitor columns, because pricing and feature gates across this category change often enough that a table like this goes stale within a quarter. Pull each vendor’s own current pricing page on the day you compare, and use the comparison directory for the structural differences.
| What roofers asked for | The capability | Included from |
|---|---|---|
| One platform, one login | Estimates, scheduling, invoicing and payments on one customer record | Essentials — $29.99 |
| Quote from the truck | Four estimate types, price book, draft autosave, e-signatures on the customer’s phone | Essentials — $29.99 |
| AI that saves real time | AI Autopilot, AI Estimator, Virtual Call Team, Before & After AI on IQ Credits | Essentials — $29.99 |
| Aerial roof measurement | MapMeasure Pro with pitch, roof segments and historical imagery | Beginner — $74.99 |
| Insurance-grade documentation | QuoteIQ Cam, inspection forms, unlimited 4K storage | Beginner — $74.99 |
| A business phone line | ClientHub calling and texting, Client Portal, automations | Pro — $149.99 |
| Profit per job | Job costing, hourly rate calculator, QuickBooks Online sync | Pro — $149.99 |
| Crew and route control | EmployeeHub, route optimisation, inventory, pipelines | Elite — $299 |
| Unlimited seats and crews | Unlimited users, crew creation and scheduling, Sales Team Tracker | Max — $699 |
Five flat monthly plans with annual billing at ten months for the price of twelve. Full detail lives on the pricing page and the individual plan pages.
| Plan | Monthly | Annual | Users | IQ Credits | What the tier adds for roofers |
|---|---|---|---|---|---|
| Essentials | $29.99 | $299.99 | 1 | 500 | Four estimate types, invoicing and recurring invoices, price book, scheduling, customer database, e-signatures, proposals, online payments, consumer financing, the full AI suite |
| Beginner | $74.99 | $749.99 | 2 | 1,500 | MapMeasure Pro satellite roof measurement, Property Street View, Zillow Quick Access, QuoteIQ Cam, expense tracking, contract attachments, mass invoicing, advanced analytics, custom branding |
| Pro | $149.99 | $1,499.99 | 4 | 3,000 | ClientHub business number, email and text automations, on-the-way texts, website contact forms, Client Portal, job costing, hourly rate calculator, QuickBooks Online |
| Elite | $299 | $2,990 | 10 | 5,000 | InstaQuote, InstaSchedule, Pipelines & Deals, mass text and email campaigns, inventory management, route optimisation, route density, EmployeeHub with GPS and time tracking |
| Max | $699 | $6,990 | Unlimited | 8,000 | Unlimited seats, Sales Team Tracker, crew creation, tracking and scheduling, AI Website Builder included, four additional businesses, priority support |
Every plan includes a 14-day free trial with full access to the features of the plan you choose, plus the AI suite, mobile and web access, and data export. Mid-cycle upgrades are prorated and credits jump immediately, so there is no cost to starting lower and moving up when a trigger actually appears.
Essentials at $29.99 covers quoting, invoicing, scheduling and the AI suite on 500 credits. The realistic upgrade trigger is measurement: the first time you drive across town with a tape, MapMeasure Pro at Beginner has already paid for itself.
Beginner at $74.99 is where documentation starts mattering — QuoteIQ Cam for before-and-after evidence, satellite measurement inside the estimate, expense tracking with receipts linked to jobs, and contract attachments.
Pro at $149.99 is where customer communication stops living on personal phones. Four seats, ClientHub, Client Portal, event-triggered automations, and the money layer through job costing and analytics.
Elite at $299 with ten seats is where field operations become the point: EmployeeHub, route density and optimisation, inventory across trucks, and Pipelines & Deals with weighted forecasting. Max at $699 removes the seat ceiling and adds crew scheduling and multi-business.
Each page below covers pricing structure, feature coverage and switching effort for one platform. Take current pricing, trial terms and feature availability from each vendor’s own site on the day you compare — this category changes fast.
If you want the full trade picture rather than a single head-to-head, the roofing software page covers how the platform maps to roofing work end to end, and the roofing software FAQ answers the thirty-odd questions contractors most often search before buying.
The best roofing CRM is the lowest tier on any platform that covers every capability you cannot operate without, priced at your real headcount twelve months out. For most roofing businesses that means quoting, scheduling, invoicing, payments, aerial measurement and photo documentation in one system. QuoteIQ covers that range across five flat tiers from $29.99 to $699 a month on the pricing page, with 1, 2, 4, 10 and unlimited seats, and 40,000-plus contractors currently run on it at a 4.7 rating across 4,103 reviews. The two capabilities roofers report changing their week fastest are MapMeasure Pro for satellite roof measurement and AI Autopilot for conversational control of the CRM. Confirm the trade fit on the roofing software page, work through the full capability list on the features hub, then stress-test the two things you do most: building an estimate in a driveway, and getting a signed job onto the calendar. Frame the whole decision against the operating checklists in the SBA Business Guide rather than a feature grid.
Published rates across the category run from roughly thirty dollars a month for single-user entry plans up to enterprise agreements quoted individually, and a number of vendors do not publish a rate card at all — in those cases ask for a written quote before you invest time in a trial. QuoteIQ publishes every tier: Essentials $29.99, Beginner $74.99, Pro $149.99, Elite $299 and Max $699 a month, with annual billing at ten months for the price of twelve. The number that actually matters is total cost of ownership, so add seats, add-ons, metered AI and processing terms before comparing anything. Judge the result against labour economics rather than against the sticker price: the Bureau of Labor Statistics reports a median annual wage of $55,440 for roofers as of May 2025, so software that returns two crew hours a week has to be measured against that figure.
Yes. MapMeasure Pro is QuoteIQ’s built-in satellite measurement tool, included from the Beginner plan at $74.99 a month upward. It measures square footage and roof dimensions from aerial imagery inside the estimate itself rather than as a separate report order, with drawing tools for complex shapes, roof segments auto-detected from solar data with colour-coded pitch, and an August 2026 historical imagery timeline that lets you scroll back through years of photos of the same property. Measurements save to the customer profile and export directly into standard estimates, and screenshots attach as visual proof of measured scope. Its companions Property Street View and Zillow Quick Access arrive at the same tier. Beyond the time saved, every scoping trip you do not make removes a fall exposure: OSHA 1926.501 requires fall protection for employees on a steep roof six feet or more above a lower level.
For most roofing operations, yes — with one honest caveat. QuoteIQ covers quoting, scheduling, invoicing, payments, satellite measurement, photo documentation, employee management with GPS tracking from Elite, job costing from Pro, inventory from Elite and the full AI suite on every plan. What it does not replicate is direct material ordering from roofing supply houses inside the CRM. If your team orders shingles and underlayment from the CRM several times a week, weigh that seriously; if you order through existing supply house relationships regardless of software, it is not a blocker. The structural differences are laid out on the JobNimbus comparison and AccuLynx comparison, and you should confirm current pricing and feature availability on each vendor’s own site. With construction spending running below year-earlier levels in 2026, the monthly difference compounds over a full season.
AI availability varies widely across this category and changes quickly, so check each vendor’s current feature page rather than trusting a comparison article. On the QuoteIQ side, the full AI suite is on every plan, metered through IQ Credits included monthly — 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite and 8,000 on Max — with no separate AI subscription. AI Autopilot runs the CRM conversationally across 55 integrated tools in 13 categories. The AI Estimator turns property photos into line-item pricing for your area. The Virtual Call Team answers inbound calls around the clock, qualifies leads, filters spam and transcribes every call, priced per minute in credits, so lower tiers are minute-limited rather than unlimited. Before & After AI generates a realistic preview from a real job photo, and the AI Text Generator drafts customer messages. The SBA’s guidance on growing a business is a useful frame for where automation actually pays back.
The working standard is timestamped photos tied to a job record, a completed inspection report, and a scope that matches both — all retrievable months later without reconstructing anything. QuoteIQ Cam, included from Beginner upward, handles capture in-app or from the camera roll organised by job and date, before-and-after comparisons through the Before & After Photo Editor, annotations, unlimited 4K photo and video storage, and a documentation archive on the customer record. Custom inspection forms generate PDF reports with customisable sections, and galleries are shareable with the homeowner, which typically speeds up supplement approval. Pair that with contract attachments and e-signatures so the file runs unbroken from inspection to signature to payment. Document the safety side too: OSHA’s fall protection guidance for residential construction sets out what a compliant roofing job looks like before the first photo is taken.
Yes — iOS, Android and web with full parity across all three, which is the part that separates a real field tool from a mobile viewer. QuoteIQ holds a 4.7 rating across 4,103 reviews from more than 40,000 contractors. In practice that means building a priced, branded, signable estimate in a driveway: four estimate types, price book, photos on line items, markup and deposit controls, real-time totals, and draft mode with continuous autosave so a dead phone does not cost you the bid. Customers sign on their own phone through e-signatures, and an accepted estimate converts to an invoice in one tap. Crews clock in and out with GPS through Time Tracker Pro at Elite, location tracking shows the live team map only while people are clocked in, and roles and permissions control who sees what. For market wage context when you cost that crew time, see the BLS Occupational Employment and Wage Statistics program.
Yes. Every plan includes a 14-day free trial with full access to the features of the plan you choose, so pick the tier matching the capabilities you want to test rather than defaulting to the cheapest. A credit or debit card is required to start. The trial converts to the paid rate of your selected plan when it ends unless you cancel before expiry, and you can cancel at any point during the fourteen days. One trial is available per person, per business and per payment method. Choose your tier on the pricing page, review what each one unlocks on the features hub, and spend the two weeks on the workflows you run daily: measure a roof with MapMeasure Pro, send a real estimate, take a live payment through online payments, and price a job against the business calculators. Subscription software is a deductible business expense under the standards described by the IRS Small Business and Self-Employed Tax Center.
A short walkthrough of how quoting, measurement, scheduling, invoicing and the AI suite fit together in one app.
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Roughly thirty minutes of setup, then two weeks of running both systems side by side before you cancel anything.
Export a CSV from your current platform and bring customers, history and pricing across with AI Smart Import, which maps the columns automatically. Phone contacts import too, and everything lands in the client database.
Set up replacements, repairs, inspections, ridge vent and flashing work, emergency tarping and gutter add-ons with your materials, markups and per-square pricing. Save the common scopes as estimate templates and sanity-check margins against the business calculators.
Open a customer record, run MapMeasure Pro on the property, push the measurement into an estimate and send it for signature. Run both systems in parallel for two weeks, then cancel the old one once nothing is left running on it.
QuoteIQ LLC was founded in September 2022 in Savannah, Georgia by two people who ran home service businesses before they wrote software for them.
A home service contractor turned software co-founder who publishes practical operating advice for contractors. His fingerprints are clearest on the estimating flow: the assumption throughout QuoteIQ is that a quote gets built on a phone, in a driveway, in front of the customer — not typed up that evening. As he puts it, contractors lose jobs not because they were more expensive or less qualified, but because they called back the next morning instead of that afternoon.
A serial entrepreneur and home service business owner, and the creator of Forever Self Employed. His influence shows most in the operations and money layers — scheduling, crews, routing and the reporting that tells an owner which jobs were actually profitable. His recurring point to contractors: a business billing well into six figures can still be in trouble if the full cost of operations has never been worked out.
40,000+ contractors, a 4.7 rating and 4,103 reviews across platforms.
“I recently started up a roof and gutter cleaning business and this app has everything in one place. I can send estimates over the phone without even going to the house. It saves me time, and time is money.”
“Great app! Very user friendly. Perfect for saving customers information, photos, and addresses. Also has useful tools to help you create invoices on the fly. And you can even measure the square footage of the house/roof and concrete. I definitely recommend giving it a try.”
“Was recommended here by @foreverselfemployed and it’s perfect for what I need. I can create customer profiles, make and send estimates and invoices to potential customers using the apps interface and layout to help organize myself and keep it all in one place. I’ve worked for roofing company in SE Louisiana for 15 years and I use this prim for my side jobs. Give it a shot, there’s only possibilities to learn and improve yourself from!”
14-day free trial with full access to the features of the plan you choose. Satellite roof measurement, AI estimating, photo documentation and crew tools, on one login and one invoice.
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Estimates
Create and send professional estimates.
Invoicing
Send, track and collect invoices.
QuoteIQ Cam
Capture and document every job with ease.
Scheduling
Schedule jobs to your calendar in seconds.
Inspection Forms
Create and complete inspection reports.
MapMeasure Pro
Measure and price properties instantly.
Business Analytics
Real-time insight into your performance.
EmployeeHub
Assign, schedule & pay employees.
Virtual Call Team
Never miss a call with 24/7 AJ, assistant.
ClientHub
Send and keep messages inside QuoteIQ.
InstaQuote
Allow customers to create estimates themselves.
InstaSchedule
Let clients schedule appointments themselves.
Facebook User Group
Connect with and get advice from other QuoteIQ users.
Competitor Comparisons
See how QuoteIQ compares to it’s top competitors.
QuoteIQ Partners
Work with trusted partners that support your growth.
Earn 40% commissions by sharing QuoteIQ with others.
Press & Media
Brand assets and coverage about QuoteIQ’s journey.
