Adding services to your Service List inside QuoteIQ makes creating estimates and invoices faster and easier. You can add services directly from your Dashboard or while creating a new estimate.

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Option 1: Add a service from the dashboard

Step 1: Open Your Dashboard

From your dashboard, click Services in the left-hand sidebar.

Step 2: Click "Add New Service"

On the Services page, click the blue Create New Service button in the middle of the screen or click the blue + Add Service button in the top-right corner.

Step 3: Enter Service Details

Fill in:

Service Name (Example: Roof Wash)
Service Price (default price for quoting)
Description (optional but recommended)

Select the Price Point Type:

Square Foot
Linear Foot
Quantity
Square Meter
Linear Meter

Step 4: Set Category and Display Options

Choose a Category for organizing services
Toggle ON if you want the service to appear:
- In Online Self-Schedule (customer booking)
- In InstaQuote (customer self-quoting)

Step 5: Save Your New Service

Click Save to finish adding your service.

Helpful Tip: You can edit or delete a service anytime by returning to your Service List and clicking the trashcan icon on an existing service.

Option 2: Add a Custom Service During Estimate Creation

Step 1: Start a New Estimate

From your Dashboard, click Estimates Tab in the top navigation bar.
Click "+ Create Estimate" in the top right corner.
Select/Create your customer, then click Next

Step 2: Add a Custom Service

Once you're on the service selection screen:

Click + Add Custom Service at the top of the list.
Enter your:
- Service Name
- Service Price
- Description (optional)
- Price Point Type
Decide:
- Toggle ON Add to "My Services" if you want this custom service saved for future use.
- Leave toggle OFF to use the service for this estimate only.
Click Add Service to attach it to your estimate

Can I use QuoteIQ for my industry?

Yes! QuoteIQ is designed to work for nearly any home service business. Whether you’re in lawn care, pressure washing, mobile detailing, sealcoating, or HVAC, the system is built to support your unique pricing structure and service offerings.

Do I have to build all my services from scratch?

No. We have an article that walks you through pre-made service templates for a wide range of industries. You can use these as a starting point and customize them for your business. (Click here to view the pre-made template article)

Can I use different pricing methods for different services?

Absolutely. When setting up a service, you can choose how you want to price it—by square foot, linear foot, item/unit, or flat fee. Pick the one that best matches how you quote your services in real life.