QuoteIQ

QuoteIQ is a field-service CRM for home service contractors, bringing customer records, estimates, invoicing, scheduling and payments together with AI tools. It is best suited to businesses that want mobile and web workflows in one system and can match a plan’s user and IQ Credit limits to their team. Its breadth is appealing, but API access requires a higher-tier plan.

Overview

QuoteIQ supports more than 50 home service industries, with tools including route optimization, customer self-scheduling, EmployeeHub and MapMeasure Pro. Contractors can manage core work from estimate through payment rather than relying on separate scheduling, customer and invoicing tools. That scope is useful for an established service business, though the plan ceilings make team size and AI usage important buying criteria.

Data syncs between the full-featured iOS and Android apps and the web dashboard, so teams can work across office and field devices. CSV imports allow businesses to bring in contacts and data from spreadsheets or another CRM. Integrations include QuickBooks Online, Google Calendar, Stripe, Square and Zapier; the outbound API for connecting QuoteIQ data to external systems is limited to Elite and Max.

Key features

Field-service workflow

Estimates, invoices, work orders, customer records, route scheduling and online payments cover the essentials of managing service jobs. Recurring service plans, a customer portal and technician mobile apps make the platform relevant beyond one-off appointments. These functions are a stronger fit for contractors coordinating ongoing work than for businesses seeking a general-purpose CRM.

AI tools and credits

Every plan includes AI Autopilot, Virtual Call Team, AI Estimator, before-and-after image generation, and AI text and image generation powered by IQ Credits. The monthly allowance rises from 500 credits on Essentials to 8,000 on Max. Including the tools at every tier is a meaningful draw, but the allowance is finite, so businesses expecting frequent generation should compare their likely usage with the plan’s quota.

Security and support

QuoteIQ says data is encrypted in transit and at rest, with role-based access controls and security-incident monitoring. Stripe processes payment information, which QuoteIQ says it does not store on its servers. The company also says it does not use business or customer data, photos or communications to train generalized AI models. Support is offered around the clock by live chat, email and phone, with a Help Center of guides and videos.

Pricing

QuoteIQ is paid software with no free plan and a 14-day trial. Monthly and annual prices are:

Essentials is the entry point for a solo operator: it keeps the monthly commitment lowest but allows just one user and 500 credits. Beginner doubles the seat count and triples the credit allowance, making it a better fit for a two-person operation. Pro suits a small team of up to four, while Elite expands capacity to ten and is the first tier with outbound API access. Max is the choice for larger teams needing unlimited users and the largest credit pool; its higher price is difficult to justify for a small operation that does not need either.

Annual billing is priced separately from monthly billing, so buyers should compare the stated annual amount with their preferred payment term before committing. The main trade-offs as plans rise are cost versus user capacity, credit allowance and API access; every plan includes the core AI tools.

Platforms

QuoteIQ runs on Android, iOS and the web. A synchronized dashboard and mobile apps support office-to-field workflows, rather than limiting the service to a desktop back office.

Who it's for

QuoteIQ is aimed at professional home service businesses that need a shared system for customer management, estimating, scheduling, work orders and invoicing. Its coverage of more than 50 industries and features such as recurring service plans, route optimization and customer self-scheduling suit contractors managing repeat or distributed jobs. Solo operators can start on Essentials, while teams should choose by required seats and credit use. A business that needs outbound API connections but has fewer than ten users still has to consider Elite, since lower plans do not include that access.

Pros and cons

• Pros: Estimates, invoices, scheduling, customer records, payments and work orders bring core service operations together.
• Pros: All plans include the same named AI tools, and higher tiers raise the monthly IQ Credit allowance.
• Pros: Synchronized mobile and web apps, CSV imports and integrations with QuickBooks Online, Google Calendar, Stripe, Square and Zapier support connected workflows.
• Cons: There is no free plan, so continued use requires a paid subscription after the 14-day trial.
• Cons: Essentials is capped at one user and 500 monthly credits, limiting its fit for even a small team or credit-heavy AI use.
• Cons: Outbound API access is restricted to Elite and Max, putting it out of reach on lower-cost plans.

Alternatives

For a free starting point, Fieldified has a free plan with scheduling, invoicing, CRM and reporting, subject to usage limits. It is worth considering when avoiding a subscription matters more than QuoteIQ’s broader stated workflow and AI package.

Markate offers a Team plan billed per employee, plus a $39.95/month base price, which may suit buyers who prefer that stated seat-based structure. BlueSuite starts at $20.95 a month billed annually with one user included and up to ten users, making it a lower starting-price option for teams comparing annual plans.

PowerWashOffice has a free Owner Operator plan for job management for one user, a practical alternative for a solo operator who wants to start without a paid subscription. GorillaDesk starts at $49 a month for one schedule with unlimited users; consider it when that schedule-and-user arrangement better matches the team.

Servgrow has a PLUS plan at $32 a year for one to three users, a low stated annual price for buyers comparing small-team plans. PathPilo offers a free Solo plan with unlimited jobs and tasks, scheduling, clients, invoicing, recurring jobs and route planning with live ETA, making it a relevant no-cost option for an individual operator. FieldVibe has a free Solo plan for one user with unlimited jobs and clients, manual reminders and a single device, a narrower free option for a solo business.

Contractors choosing by trade can also browse the Pressure Washing Software, Carpet Cleaning Software, Pool Service Software and Garage Door Software directories.

Verdict

QuoteIQ is a strong candidate for home service contractors who want field and office teams working from one CRM with estimates, scheduling, invoicing, payments and AI tools. Choose it if its user and credit limits fit your operation and you value that breadth in a synchronized mobile and web system. Look elsewhere if you need a free ongoing plan or outbound API access without moving to Elite or Max.