ClientHub is QuoteIQ's built-in customer communication system, giving you a dedicated business phone number with two-way texting and calling — all inside the app. Keep your communication professional, centralized, and fast without needing to juggle separate messaging platforms, phone numbers, or personal devices.
Available on: Pro, Elite, and Max plans
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What ClientHub Includes
Dedicated Business Phone Number — Get a real phone number with your preferred area code that lives inside QuoteIQ. Separate business from personal communication.
Two-Way SMS & MMS Texting — Text customers directly from the app. They receive regular SMS and can reply like normal — no app download required on their end. Full MMS support lets you send images alongside text messages.
Two-Way Calling — Make and receive phone calls through your ClientHub number directly inside QuoteIQ. Voice calling access only requires the specific voice calling permission or account owner status — no admin role needed.
"On The Way" Text — Automatically notify customers when you're headed to their location.
AI Text Generator — Use AI-assisted text generation to draft professional messages, follow-ups, and replies faster.
Customer Message Threads — Every customer gets their own dedicated message thread. All messages and files are stored under their profile.
Cross-Device Sync — All conversations synced across phone, tablet, and computer.
How ClientHub Works
Once your number is active, you can start messaging and calling customers right away.
Every customer gets their own dedicated message thread in ClientHub.
You can text or call customers directly from your QuoteIQ app — send job confirmations, updates, or quick replies.
Customers don't need to download QuoteIQ or create an account. They receive messages as regular SMS texts and can reply like normal.
Their replies come straight into their message thread inside your QuoteIQ account.
Step 1: Open the ClientHub Tab
From your QuoteIQ dashboard, scroll down and click on the ClientHub tab in the left-hand menu.
Step 2: Get Your Dedicated Business Number
Click the Get Started button to begin the setup process.
You'll be prompted to enter the area code you'd like to use.
After submitting your preferred area code, QuoteIQ will display a list of available numbers to choose from.
Step 3: Select and Confirm Your Number
Choose your desired number from the list, agree to the Terms of Service, and click Submit.
Once successfully registered, a pop-up will confirm your number has been verified.
Tip: ClientHub is a professional, dedicated communication system that helps you separate business from personal communication — without needing a second phone.
Using ClientHub Day-to-Day
Texting Customers
Open any customer's thread in ClientHub and type your message. They receive it as a regular SMS text. When they reply, it shows up in their thread instantly. You can also send images via MMS — photos, receipts, or documents — directly in the message thread. Use the AI Text Generator to draft professional messages — tap the AI icon in the text field to generate a reply or follow-up.
Calling Customers
Make and receive calls through your dedicated ClientHub number directly inside QuoteIQ. Calls go through your business number, not your personal number, so your personal phone number stays private. Voice calling only requires the specific voice calling permission or account owner status — your team members don't need full admin access to make and receive calls.
"On The Way" Notifications
Heading to a job? Send an automatic "On The Way" text to let the customer know you're coming. This is triggered from the calendar/job view — tap the notification icon and your customer gets an instant heads-up.
File Sharing
Send and receive photos, documents, and files directly through ClientHub message threads. Everything is stored under the customer's profile for easy reference later.
FAQs
Do customers need the QuoteIQ app to reply?
No. They receive and reply to your messages through regular SMS on their phone.
Can I use my personal number with ClientHub?
No. ClientHub provides you with a dedicated business number that lives inside your QuoteIQ account. This keeps your personal and business communication completely separate.
Where do customer replies show up?
Replies appear in the customer's message thread within the ClientHub section of your app. All conversations are synced across your phone, tablet, and computer.
Can I have multiple team members use ClientHub?
Yes. Any user on your QuoteIQ account with ClientHub permissions can view and manage conversations. This is controlled through the Users & Permissions settings.
Can I update my dedicated phone number later?
No. Choose your area code and number carefully during initial setup.
Can I make and receive phone calls through ClientHub?
Yes. ClientHub supports two-way calling — you can make outbound calls and receive inbound calls through your dedicated business number, all within the QuoteIQ app.
Do team members need admin access to make calls?
No. Voice calling only requires the specific voice calling permission or account owner status. Your team members don't need full admin access — just the calling permission enabled on their account.
Can I send images through ClientHub?
Yes. ClientHub supports MMS, so you can send images alongside text messages. You can also share photos, documents, and files directly in customer message threads.
What is the AI Text Generator in ClientHub?
The AI Text Generator helps you draft professional messages faster. When composing a message in ClientHub, tap the AI icon to generate a reply, follow-up, or customer communication. It uses your context to create relevant, professional text that you can edit before sending. Uses IQ Credits.
Which plans include ClientHub?
ClientHub is available on Pro ($149.99/mo), Elite ($299/mo), and Max ($699/mo) plans.