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How to Set Up & Use ClientHub

Dedicated business number for texting and calling customers inside QuoteIQ. Pro, Elite, and Max plans.

ClientHub is QuoteIQ's built-in customer communication system, giving you a dedicated business phone number with two-way texting and calling β€” all inside the app. Keep your communication professional, centralized, and fast without juggling separate messaging platforms, phone numbers, or personal devices.

Available on: Pro, Elite, and Max plans (all three). Not available on Essentials or Beginner.

πŸ’³ ClientHub Credit Costs

ClientHub uses IQ Credits for the texts and calls sent through your dedicated business number. Costs are approximate and vary with usage; AI text scales with message length.

  • Text Message (SMS): 4 IQC

  • Picture Message (MMS): 5–10 IQC

  • Inbound Call: 5 IQC/min

  • Outbound Call: 7 IQC/min

Every plan that includes ClientHub also includes a monthly IQ Credit allowance β€” 3,000 on Pro, 5,000 on Elite, 8,000 on Max β€” shared across all your AI and communication features. Need more? Buy additional credits anytime (2,500 IQC for $25, up to 25,000 IQC for $250).

⚠️ How to get your ClientHub number

ClientHub numbers are no longer self-serve. To request your dedicated business number, contact support with two pieces of information:

  • Your account email (the email you use to log into QuoteIQ)

  • Your preferred area code

Email: support@quoteiq.io Β· Text: (912) 913-7154

An agent will check availability in your preferred area code and follow up to provision the number on your account, typically within one business day. If your first-choice area code isn't available, the agent will offer alternatives.

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Which Plans Include ClientHub?

ClientHub is included on three plans: Pro, Elite, and Max.

  • Pro ($149.99/mo) β€” Includes ClientHub Β· 3,000 IQ Credits/month

  • Elite ($299/mo) β€” Includes ClientHub Β· 5,000 IQ Credits/month

  • Max ($699/mo) β€” Includes ClientHub Β· 8,000 IQ Credits/month

  • Essentials ($29.99/mo) β€” Not included; upgrade to Pro or higher

  • Beginner ($74.99/mo) β€” Not included; upgrade to Pro or higher


How ClientHub Uses Credits

ClientHub texts and calls run on IQ Credits β€” QuoteIQ's virtual currency that powers communication and AI features across the app. Each interaction draws from your monthly allowance:

  • Text Message (SMS): 4 IQ Credits per text.

  • Picture Message (MMS): 5–10 IQ Credits per picture message, depending on size.

  • Inbound Call: 5 IQ Credits per minute received.

  • Outbound Call: 7 IQ Credits per minute placed.

Every plan that includes ClientHub also includes a monthly IQ Credit allowance: Pro 3,000 Β· Elite 5,000 Β· Max 8,000. That same allowance also powers your other AI features (AI Autopilot, AI Estimator, Before/After AI, AI Text Generator) and the AI Virtual Call Team, so ClientHub usage draws from the same pool.

If you need more credits in a given month, purchase additional IQ Credits anytime as a one-time top-up: 2,500 IQC for $25 Β· 5,000 IQC for $50 Β· 10,000 IQC for $100 Β· 25,000 IQC for $250.

Note: The AI Virtual Call Team (the AI receptionist that answers calls for you 24/7) is a separate feature billed at 125 IQC/min. ClientHub is for the calls and texts you send your customers directly from your business number.


What ClientHub Includes

  • Dedicated Business Phone Number β€” A real phone number in your preferred area code that lives inside QuoteIQ. Separate business from personal communication.

  • Two-Way SMS & MMS Texting β€” Text customers directly from the app. They receive regular SMS and reply like normal β€” no app download required on their end. Full MMS support lets you send images alongside text.

  • Two-Way Calling β€” Make and receive phone calls through your ClientHub number directly inside QuoteIQ. Voice calling requires only the voice calling permission or account-owner status β€” no admin role needed.

  • In-App Voice Calls from the Customer Screen (June 2026) β€” Place a call directly from a customer's detail screen, with call forwarding settings and inline call info.

  • AI Auto-Reply (June 2026) β€” Let AI handle the first response when you're on a job, with escalation classifiers and topic blocklists that hand the conversation to a human when it needs one.

  • "On The Way" Text β€” Automatically notify customers when you're headed to their location.

  • AI Text Generator β€” Draft professional messages, follow-ups, and replies faster with AI assistance.

  • Customer Message Threads β€” Every customer gets a dedicated thread; all messages and files are stored under their profile.

  • Cross-Device Sync β€” All conversations synced across phone, tablet, and computer.


New in the June 2026 Update

ClientHub got a major overhaul in the June 2026 Update:

  • Redesigned SMS chat β€” A rebuilt chat experience with an auto-reply card, message rating, and a cleaner customer detail view.

  • In-app voice calls β€” Place calls directly from a customer's detail screen, with call forwarding settings.

  • Reliable picture messaging (MMS) β€” Send images with upload progress, retry, and optimistic message bubbles.

  • Built-in AI auto-reply β€” AI handles the first response when you're busy, with escalation classifiers and topic blocklists, plus push notifications for conversations that need a human.


How ClientHub Works

Once your number is provisioned by our support team and active on your account, 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 β€” 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 reply like normal.

  • Their replies come straight into their message thread inside your QuoteIQ account.


How to Get Your ClientHub Number

ClientHub numbers are provisioned by our support team β€” not self-serve. Here's the process:

Step 1: Make sure you're on Pro, Elite, or Max

ClientHub is included on Pro ($149.99/mo), Elite ($299/mo), and Max ($699/mo). If you're on Essentials or Beginner, upgrade to Pro or higher before requesting a number.

Step 2: Contact support with your two pieces of info

Reach out by Email: support@quoteiq.io or Text: (912) 913-7154, and include both:

  • Your account email β€” how we identify your account and attach the number to it.

  • Your preferred area code β€” for example, 404, 912, 213.

Step 3: An agent provisions the number

An agent checks availability in your preferred area code and follows up to confirm. If available, they attach it to your account and let you know it's live. If the area code is unavailable, they offer alternatives.

Tip: Pick the area code carefully β€” once a number is attached to your account, it can't be changed later. Most contractors choose an area code that matches their primary service area so customers recognize it as local.


Using ClientHub Day-to-Day

Once your number is provisioned, open the ClientHub tab from your QuoteIQ dashboard's left-hand menu to access all conversations.

Texting Customers

Open any customer's thread and type your message. They receive it as a regular SMS (4 IQC). You can also send images via MMS β€” photos, receipts, or documents (5–10 IQC). Use the AI Text Generator to draft professional messages β€” tap the AI icon in the text field.

Calling Customers

Make and receive calls through your dedicated ClientHub number directly inside QuoteIQ. Calls go through your business number, so your personal number stays private. Inbound calls cost 5 IQC/min and outbound calls 7 IQC/min. Voice calling requires only the voice calling permission or account-owner status.

"On The Way" Notifications

Heading to a job? Send an automatic "On The Way" text from the calendar/job view β€” 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.


FAQs

How much does it cost to text or call through ClientHub?

ClientHub uses IQ Credits: a text (SMS) is 4 IQC, a picture message (MMS) is 5–10 IQC, an inbound call is 5 IQC/min, and an outbound call is 7 IQC/min. Your plan includes a monthly IQ Credit allowance (3,000 on Pro, 5,000 on Elite, 8,000 on Max) that covers ClientHub as well as other AI features. There's no separate monthly add-on charge for ClientHub itself β€” it's included with the plan.

Is there an extra monthly fee for ClientHub?

No. ClientHub is included with Pro, Elite, and Max β€” there's no separate subscription fee. The only ongoing cost is IQ Credit usage (4 IQC per text, 5–10 IQC per MMS, 5 IQC/min inbound, 7 IQC/min outbound), which comes out of the monthly credit allowance already part of your plan.

How can I tell how many credits I'm using on ClientHub?

Each text deducts 4 IQC, each MMS 5–10 IQC, and calls deduct 5 IQC/min (inbound) or 7 IQC/min (outbound) from your monthly allowance. Your current IQ Credit balance is visible in your account at any time. If ClientHub usage consistently exhausts your allowance, buy additional credits as a one-time top-up (starting at 2,500 IQC for $25) or upgrade to a plan with a larger allowance.

What happens if I run out of IQ Credits during the month?

You can purchase additional IQ Credits anytime β€” 2,500 IQC for $25, 5,000 IQC for $50, 10,000 IQC for $100, or 25,000 IQC for $250. Credits top up immediately, and your full monthly allowance resets at the start of each billing cycle.

Which plans include ClientHub?

ClientHub is included on Pro ($149.99/mo), Elite ($299/mo), and Max ($699/mo) β€” all three. It is not included on Essentials ($29.99/mo) or Beginner ($74.99/mo); upgrade to Pro or higher to use it.

How do I get my ClientHub phone number?

ClientHub numbers are no longer self-serve. Email support@quoteiq.io or text (912) 913-7154 with two things: your account email and your preferred area code. An agent checks availability and provisions the number, typically within one business day.

Can I choose an 888 (or other toll-free) area code?

Let the agent know if you want a toll-free code (800, 833, 844, 855, 866, 877, 888). Availability varies, so the agent will check and follow up with options. For most contractors, a local area code that matches their service area works best β€” customers are more likely to answer a recognizable local number.

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 a dedicated business number that lives inside your QuoteIQ account, keeping personal and business communication completely separate.

Can I have multiple team members use ClientHub?

Yes. Any user with ClientHub permissions can view and manage conversations, controlled through Users & Permissions settings.

Can I change my dedicated phone number later?

No. Once a number is provisioned and attached to your account, it can't be changed β€” so tell the support agent your exact preferred area code (and any backups) when you request it.

Can I make and receive phone calls through ClientHub?

Yes. ClientHub supports two-way calling through your dedicated business number, all within the QuoteIQ app. Inbound calls cost 5 IQC/min and outbound calls 7 IQC/min.

Do team members need admin access to make calls?

No. Voice calling requires only the voice calling permission or account-owner status β€” not full admin access.

Can I send images through ClientHub?

Yes. ClientHub supports MMS, so you can send images alongside text. MMS messages use 5–10 IQC each, depending on size.

What is the AI Text Generator in ClientHub?

It helps you draft professional messages faster. When composing a message, tap the AI icon to generate a reply or follow-up that you can edit before sending. The AI generation uses IQ Credits, separate from the credits charged when you send the resulting text or MMS.

How long does it take to get my ClientHub number after I request it?

Typically within one business day once support receives your account email and preferred area code. If your first-choice area code isn't available, the agent reaches back out with options, which can add a short back-and-forth.

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