QuoteIQ review

QuoteIQ is field service management and CRM software for home service contractors. It brings customer records and job operations into one cloud-based platform, covering estimates, scheduling, invoicing, payments, customer communications, and business analytics.

Contractors can create custom or tiered estimates, collect digital signatures, turn approved quotes into invoices, and accept online payments. MapMeasure Pro uses aerial mapping and Google Street View to estimate property dimensions remotely. Customers can request quotes or book appointments through website or QR-code widgets, while teams can be scheduled on a calendar, routed, and tracked through EmployeeHub.

The platform also includes job photos and digital inspection reports, plus automation for review requests and follow-ups. Marketing campaigns, AI call handling, and AI estimators are part of its broader feature set. In short, QuoteIQ aims to manage more of the job lifecycle in one system, rather than just estimates or field photos.

The main appeal is breadth: estimates, scheduling, payments, customer communications, photos, and marketing sit in one product. For a contractor trying to reduce a stack of separate subscriptions, that coverage may be useful, though it does not guarantee QuoteIQ replaces every tool.

Its quoting and field-work features are particularly relevant for exterior and home-service businesses. Remote measurements, photo records, digital inspections, and customer self-service booking address tasks that otherwise may involve separate apps or manual follow-up. EmployeeHub adds team tracking to the scheduling and dispatch workflow.

Reddit discussions are generally positive but anecdotal. Some owners say QuoteIQ handles much of their business back office; one commenter valued InstaQuote for helping close jobs while away from the office. Other commenters describe returning after the product added features they had previously wanted, including QuickBooks sync and recurring-job subscriptions. A plumbing-business commenter also welcomed newer pipeline and inventory features. These reports suggest the product is changing, but they are individual accounts, not proof that every feature fits every operation.

The entry plan is listed at $24.99 per month with annual billing, or $29.99 month to month, and includes one user and 500 IQ Credits per month.

The price rises quickly with team size and AI use. The listed annual-billing prices are $62.50 per month for Beginner, $125 for Pro, $249 for Elite, and $582.50 for Max; monthly billing is $74.99, $149.99, $299, and $699, respectively. Those plans include 2, 4, 10, and unlimited users listed, with 1,500, 3,000, 5,000, and 8,000 IQ Credits per month. Essentials includes one user and 500 credits. Check the seat and credit allowance against your actual workload before switching.

Additional seats are listed at $25 per user per month, up to 100 users on capped plans. Extra IQ Credit rates are not published, so total AI costs are hard to estimate from the available pricing information. The AI Website Builder is listed at $34.99 per month and the AI Virtual Call Team at $25 per month. Annual billing is advertised as two months free, but some annual totals are not published or vary across listings.

There is no free plan listed, only a 14-day trial. Reddit feedback is mixed in depth: many comments are brief endorsements, so it offers limited detail about support, reliability, or how well the software handles unusual workflows.

QuoteIQ has no free plan; the listed trial is 14 days. According to the pricing information checked November 6, 2026, Essentials is $29.99 monthly or $24.99 per month with annual billing, for one user and 500 IQ Credits. Beginner is $74.99 monthly or $62.50 annually, with two users and 1,500 credits. Pro is $149.99 monthly or $125 annually, with four users and 3,000 credits. Elite costs $299 monthly or $249 annually, with 10 users listed and 5,000 credits. Max jumps to $699 monthly or $582.50 annually, with unlimited users listed and 8,000 credits. That’s a steep step from Pro to Elite, so check whether the extra seats and credits justify it. Annual billing is advertised as two months free, but annual totals may vary across listings. Extra seats cost $25 per user monthly on capped plans; extra-credit rates are not published. The AI Website Builder is $34.99 monthly, and the AI Virtual Call Team is $25 monthly.

QuoteIQ covers estimates, scheduling, invoicing, customer communications and field operations, so moving several contractor tools into one platform may mean reworking job and customer workflows—not just importing a contact list. But the material available for this review does not specify migration tools, supported import formats, export options or cancellation terms. Ask QuoteIQ for a sample export and confirm which records, photos, estimates, invoices and customer histories can be moved in both directions before you commit. Also map your current seats and expected AI-credit use against the plan caps; extra-seat pricing is listed, but extra-credit rates are not. We don’t have a Reddit post or comment in the published material for this review, so we can’t responsibly claim users leave for a particular reason. Treat data portability and any replacement costs as questions to settle with the vendor, not assumptions about lock-in.