QuoteIQ Review

QuoteIQ is an all-in-one CRM app built for home service pros to streamline quoting, scheduling, invoicing, and customer management.

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4.7
Updated 25th July 2025
  • Product Features
  • Before & After Editor
  • Business Analytics Dashboard
  • Create & Send Estimates & Invoices
  • Expense Tracking
  • Mass Import Contacts
  •  Online Booking
  • Online Payments
  • Quotes / Estimates
  • Recurring Appointments
  •  Scheduling

Free Trial

Pricing starts from

Free Subscription

Amount of users

1- 10 users

Training/Documentation

Online Support

Mobile Access

  • Screenshots
  • Review

Why QuoteIQ is the #1 CRM for Home Service Pros: A Comprehensive Review

QuoteIQ is an all-in-one CRM and business management platform specifically designed for home service professionals. From quoting and scheduling to invoicing and payment collection, QuoteIQ centralizes everything into a single app that’s easy to use and mobile-friendly. It offers a suite of automation tools to simplify operations, eliminate administrative headaches, and ultimately help service-based businesses grow faster and work smarter. Developed by contractors for contractors, QuoteIQ bridges the gap between field work and office management.

Who Is It For? (Industries Served)

QuoteIQ is ideal for a wide range of service-based trades. Whether you’re a solo operator or managing a small crew, the platform supports a variety of industries, including:

  1. Pressure Washing

  2. Window Cleaning

  3. Lawn Care

  4. Landscaping

  5. Roofing

  6. Gutter Cleaning

  7. Exterior House Washing

  8. Pool Cleaning

  9. Pest Control

  10. HVAC Services

  11. Painting (Interior & Exterior)

  12. Deck and Fence Restoration

  13. Concrete Cleaning and Sealing

  14. Solar Panel Cleaning

  15. Junk Removal

…and many more.


Plan Options and Pricing

QuoteIQ offers three tailored plans, each designed for different stages of business growth:

Plan Price Features Best For
Beginner $29.99/mo 1 user, estimates & invoicing, MapMeasure Pro, business analytics, expense tracking, support Solo contractors
Pro $79.99/mo Up to 5 users, all Beginner features plus email/text automation, QuoteIQ Cam, contact form, phone support Small teams
Elite $149.99/mo Up to 10 users, all Pro features plus InstaQuote, InstaSchedule, route optimizer, dedicated manager Growing businesses

All plans are available with a free 14-day trial. There are no hidden fees, and the platform supports desktop and mobile access.


Key Features and Benefits

1. Streamlined Quoting Process

QuoteIQ eliminates the manual guesswork in quoting. With InstaQuote, contractors can send precise, customizable estimates instantly—either onsite or remotely. The quoting tool uses real-time property measurements, built-in calculators, and national pricing averages to generate professional-looking proposals that impress clients and close deals faster.

2. MapMeasure Pro: Measure Without Leaving Your Office

MapMeasure Pro allows users to measure property square footage using satellite and Street View imagery. This tool is invaluable for landscapers, pressure washers, and roofers who need accurate dimensions without a site visit. It speeds up quoting and reduces errors—resulting in fewer callbacks and higher client trust.

3. Scheduling and Calendar Sync

Forget calendar clashes and double bookings. QuoteIQ‘s intelligent scheduler enables real-time job assignments and crew coordination. With InstaSchedule, clients can even book their own appointments based on your availability, reducing back-and-forth communication.

4. Invoicing and Payment Processing

Generating invoices within QuoteIQ is fast and seamless. The platform supports multiple payment methods and includes features like automated follow-ups and invoice tracking. Its secure payment gateway ensures quick payments with no hidden platform fees, helping businesses maintain healthy cash flow.

5. QuoteIQ Cam: Visual Documentation Made Easy

QuoteIQ Cam enables users to capture, store, and organize job-site photos in one place. Ideal for before-and-after documentation, it enhances professionalism and accountability. Images can be shared with clients for transparency and stored for future reference or liability protection.

6. Dashboard Analytics for Smarter Decisions

Data-driven decision-making is simplified with QuoteIQ‘s analytics dashboard. Track job conversion rates, revenue, expenses, and employee performance at a glance. Visual graphs and real-time metrics offer actionable insights to grow your business strategically.

7. Pre-Inspection and Review Multiplier Tools

The customizable pre-inspection forms help contractors upsell services and document existing property conditions. Meanwhile, the Review Multiplier nudges satisfied customers to leave positive online reviews—right after payment—boosting reputation and search visibility.


Real User Testimonials

Thousands of contractors have found success using QuoteIQ. Here’s what a few of them had to say:

“The reason I use QuoteIQ is the functionality and ease of use. You can do everything you need to; all I need is one app to run my entire business.” — Zach Price, Steel Curtain Softwash

“It’s just a super neat, super awesome app for service-based industries. Couldn’t be happier with what I’ve experienced with QuoteIQ up to this point.” — Auston Reed, American Dream Clean LLC

“The dashboard analytics have transformed the way I view my business. I can now track every metric that matters and adjust my strategies accordingly.” — Ben Kelly, Green Wave Services


Competitive Edge

What separates QuoteIQ from other CRM platforms is its contractor-first design. While many generic CRMs try to cater to all industries, they often fall short on industry-specific needs. QuoteIQ was built from the ground up for tradespeople, with tools specifically developed for quoting, job tracking, and client communication in the home service space.

Features like MapMeasure Pro, InstaQuote, and QuoteIQ Cam don’t exist in other CRMs at this price point. The platform also offers unmatched value with features like:

  • On The Way texting
  • Business calculators
  • Website contact form integration
  • National Average pricing guide
  • Mass import of contacts

Security and Integrations

QuoteIQ takes data security seriously. With end-to-end encryption and secure cloud infrastructure, it safeguards sensitive business and customer information. The platform regularly updates for performance, feature enhancements, and security patches.

For added flexibility, QuoteIQ integrates with common third-party tools used by service professionals, including accounting software and communication platforms, enabling seamless workflow transitions.


Performance and Scalability

Whether you’re managing a solo operation or a team of ten, QuoteIQ scales to fit your needs. Its cloud-based design ensures fast performance and reliability, even with growing data and user demand. Mobile access means you can manage your business from anywhere—on the road, at a job site, or from home.

With time-saving automation and analytics, contractors have reported saving over 10 hours per week using QuoteIQ.


Onboarding and Support

Getting started with QuoteIQ is a breeze. The onboarding experience includes detailed tutorials, live webinars, and one-on-one consultations. Support is available via live chat, email, and phone (depending on your plan). There’s also a comprehensive resource library with FAQs, user guides, and community forums.

Whether you’re tech-savvy or new to digital tools, QuoteIQ makes the transition smooth and stress-free.


Final Verdict

For home service professionals, QuoteIQ offers a game-changing solution. Its intuitive design, deep functionality, and contractor-specific features make it the leading CRM in its niche. From quoting and scheduling to payments and analytics, every tool is purpose-built to save time, reduce errors, and drive growth.

QuoteIQ isn’t just software—it’s a business partner. If you want to run your service business with less stress and more confidence, this is the CRM you’ve been waiting for.

Try QuoteIQ today—risk free with a 14-day trial—and take your business to the next level.