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QuoteIQ Overview

Learn about QuoteIQ: The all-in-one CRM built by service business owners, for service business owners.

QuoteIQ is an all-in-one business management platform purpose-built for service-based businesses. Our mission is to help small business owners — especially those in the home service industries — quote jobs faster, stay organized, collect payments, and grow more efficiently. Every plan includes AI-powered tools through IQ Credits, with no separate add-on purchase required.

  • Founded: 2023

  • Co-Founders: Mike Vidan & Justin Rogers

  • Users: 40,000+

  • App Store Rating: 4.7/5 Stars (4,100+ Reviews across all platforms)

  • Google Play Rating: 4.7/5 Stars (1,109+ Reviews)

  • 100% Bootstrapped — No venture capital, no outside investors


Who QuoteIQ Serves

QuoteIQ is designed for owner-operators and small teams across 50+ home service industries.

This includes:

  • Pressure washing and soft washing

  • Lawn care and landscaping

  • Interior and exterior painting

  • HVAC

  • Electrical

  • Plumbing

  • Window and gutter cleaning

  • Junk removal and trash bin cleaning

  • Mobile detailing

  • Asphalt, sealcoating, and line striping

  • Pest control

  • Roofing

  • Concrete

  • Handyman and general home repair

  • Holiday lighting

  • Snow removal

  • Tree care

  • House cleaning and maid services

  • Remodeling

  • Pool services

  • And dozens of other field-based services


The Resources Menu

A few account-level tools live in the left side menu under Resources, rather than in Settings:

  • Suggest a Feature — left side menu → Resources → Suggest a Feature. Submit a feature request directly to the QuoteIQ team. Requests go to the product team and help shape what gets built next.

  • Subscriptions — left side menu → Resources → Subscriptions. Manage your plan, extra users, storage packs, upgrade or downgrade, update your card, pause, and cancel.


QuoteIQ Core Features

QuoteIQ includes everything a service business needs to operate efficiently from first contact to final payment.

🗺️ Atlas — Prospecting Map & Lead Generator (all plans)

  • Your customers and jobs on one map

  • Lead Generator — search any business type in any area for free, see the exact count, and pay only to unlock the leads you want (name, address, phone and website included)

  • Door knocking with custom statuses, notes, and one-tap save as a contact

  • Saved areas, free property lines, and paid property details by ZIP or state

  • Routing and Employees map views on Elite and Max

  • Full guide: Atlas

🧾 Quoting & Invoicing

  • Build, send, and track professional quotes and invoices

  • Four estimate types: Standard, Quick, Options (Good/Better/Best), and Package

  • Attach photos, notes, terms, licenses, and service breakdowns

  • Convert quotes to invoices in one click

  • Prices shown the same way in the app, on the PDF and on the customer's page — Total and Balance Due, every payment listed, and "Paid in full" when paid

  • E-Signatures on estimates and proposals for professional sign-offs (included on every plan)

  • QuoteIQ Sign — send any document, like a contract or waiver, for e-signature. Creating new documents is Pro and above; every plan can open, send and download documents it already has. (guide)

  • Mass Invoicing — invoice multiple completed jobs at once (Beginner and above)

  • Invoice Subscriptions / Recurring Service Plans

  • Price Book for saved services and pricing

  • Estimate templates — save any estimate as a reusable template

🧪 Chemical Tracking

  • Log pesticide, herbicide and other chemical applications on each job, with licenses, customer treatment history, and details on the invoice and PDF. Off until you turn it on. (guide)

📐 MapMeasure Pro (Beginner and above)

  • Instantly measure properties using satellite imagery

  • Measure by Square Foot, Linear Footage, Square Meter, or Linear Meter

  • AI AutoMeasure — outline a roof, lawn, driveway or wall and AI measures it

  • Measurement Library — measurements save per property and can be reused

  • Built directly into the quoting flow for speed and accuracy

  • Property Street View and Zillow Quick Access built in

📋 InstaQuote + InstaSchedule (Elite and above)

  • Let customers generate their own quote and book based on your real availability

  • Customer self-booking / online booking links are an Elite and above feature. Lower plans do not include a customer-facing booking link.

  • Branded booking link with double-booking protection and instant notifications

  • Embed directly into your website or link from social media

  • InstaQuote analytics dashboard to track conversion rates

📅 Job & Employee Scheduling

  • Full job calendar to schedule work by date, employee, or crew

  • Drag-and-drop interface with daily, weekly, and monthly views

  • The Jobs screen — on every plan

  • Assign team members and track job status

  • Google Calendar sync (Beginner and above)

  • Automated appointment reminders (SMS/email)

  • Weather — today's weather on your dashboard and calendar Day view, with a full forecast one tap away (every plan; guide)

  • Note: the job calendar is for scheduling work internally. Letting customers book themselves requires InstaSchedule (Elite and above).

💳 Payments

  • Accept card payments directly from invoices

  • Secure mobile-friendly embedded checkout — card, Apple Pay, Google Pay, and ACH bank transfer

  • QuickPay — type an amount, show a QR code or share a link, and get paid on the spot with no estimate or invoice first. Each payment is saved as a paid invoice. (guide)

  • Manual credit/debit entry in the app for in-person payments

  • Accept tips on invoices

  • Card-on-file support for recurring customers

  • Consumer Financing (all plans) — customers split big-ticket jobs through Affirm, Klarna and Afterpay at checkout, and you're paid in full upfront

🤖 AI Features (All Plans — Powered by IQ Credits)

Every QuoteIQ plan includes AI-powered tools through IQ Credits (IQC). No separate AI add-on purchase required. Monthly credit allocations range from 500 IQC on Essentials to 8,000 IQC on Max. Free trials start with 250 IQC on every plan.

  • QuoteIQ MCP — Connect ChatGPT, Claude or Grok to your QuoteIQ account. 227 actions, including sending estimates, invoices, emails and texts; you approve every change. (guide)

  • AI Autopilot — Control your entire CRM through natural language. 55 integrated tools across 13 categories. Includes internet access toggle.

  • AI CoPilot — Chat-based AI assistant built into the estimate and invoice editors. Available on every plan; access is controlled per employee with the "Use CoPilot" permission and it runs on IQ Credits.

  • Ask AI Reports — Ask a question in plain language and get a real report back, with PDF and CSV export.

  • Virtual Call Team — AI-powered phone system that answers calls 24/7, qualifies leads, takes messages, and can make outbound calls. Uses IQ Credits (125 IQC = 1 minute). Manage it from left side menu → Phone → Virtual Call Team. To stop it from handling calls on a number, open Numbers and select Unassign.

  • AI Estimator — Upload a photo and get a market-accurate estimate with local pricing.

  • Before & After — Use your own photos or generate the after photo with AI, with quick-pick descriptions and up to 4 reference photos. The IQ Credits cost is shown before you generate.

  • AI Text Generator — AI-assisted text generation in ClientHub and other text fields.

  • AI Smart Import — Upload a CSV from any CRM and QuoteIQ's AI automatically maps your data. Supports contacts, services/price book, invoices, and estimates. Also import contacts from your phone.

  • Roof & Pitch Measurement — AI-powered roof measurements inside MapMeasure Pro (Beginner and above).

  • Auto Complete — AI-powered suggestions as you type.

⭐ Reviews

  • Review Multiplier dashboard and your Google review link — included on every plan

  • Google Business Profile reviews — see your Google reviews in the Review Hub and reply with AI help (Off, Draft or Auto-reply by star rating). Every paid plan, including Essentials.

  • Automated Email/SMS review requests triggered by invoices and estimates (Elite and above)

📤 Automation Campaigns (Pro and above)

  • Automatically send follow-ups via text or email after quotes, jobs, or invoices

  • Describe an automation in plain English and AI builds it

📣 Text and Email Blast (Elite and above)

  • Send bulk messages to your entire customer list, filtered by tags

👥 ClientHub (Pro and above)

  • Dedicated business phone number with two-way calling and texting

  • Picture messaging and AI auto-reply

  • "On The Way" text notifications to customers

📨 Website Contact Forms (Pro and above)

  • Drag-and-drop form builder, three embed methods, inbound REST API, channels, analytics and spam protection

  • Found at Settings → Self-Service → Contact Forms

🔗 Client Portal (Pro and above)

  • Self-service portal for estimates, invoices, appointments, service requests

  • Customers can save a card on file

📝 QuoteIQ Cam (Beginner and above)

  • Inspection Forms, Job Documentation, Before-and-After Photo Generator. 4K upload support.

🖼️ File Manager (every plan)

  • Cloud-stored, team-synced library for every photo, video and document in your account. Storage by plan: 25 GB Essentials, 125 GB Beginner, 250 GB Pro, 500 GB Elite, 1 TB Max. Storage packs add +100 GB, +500 GB or +2 TB.

📊 Business Analytics Dashboard

  • Track revenue, quotes, invoices, jobs — daily, weekly, monthly, yearly

  • Expenses Analytics with category mix, cumulative spend and recurring burn (Beginner and above)

📈 Pipelines / Deals (Elite and above)

  • Visual pipeline with probability-weighted deal values, drag-and-drop, attachments, internal notes

  • Elite includes up to 5 pipelines; Max is unlimited

📦 Inventory Management (Elite and above)

  • 5-module system: Products, Locations, Suppliers, Orders, Transactions

  • Purchase orders

🗺️ Route Optimization + Route Density Zones (Elite and above)

  • Optimize daily routes and plan efficient service areas by geographic density

👷 EmployeeHub (Elite and above)

  • GPS Location Tracking, Time Tracker Pro, Team Communication, Roles & Permissions

  • Sales Team Tracker (Max only) — commission tracking, dynamic year ranges, YTD sorting

  • Crew creation, crew tracking, crew scheduling and crews on a job (Max only; also Elite plans bought before April 2, 2026)

💰 Job Costing (Pro and above)

  • Real-time profitability tracking per job: Price – Labor – Expenses = Profit

🌐 AI Website Builder ($34.99/month add-on; included free with Max)

  • Generate a professional website tailored to your business. Connect your own domain.


Platform Access

iOS App, Android App, Web App (myquoteiq.com). All features are mobile-first.


Plans & Pricing

  • Essentials: $29.99/month — 1 User — 500 IQ Credits/month — 25 GB storage

  • Beginner: $99.99/month — Up to 2 Users — 1,500 IQ Credits/month — 125 GB storage

  • Pro (Recommended): $199.99/month — Up to 4 Users — 3,000 IQ Credits/month — 250 GB storage

  • Elite: $299.99/month — Up to 10 Users — 5,000 IQ Credits/month — 500 GB storage

  • Max: $699.99/month — Up to 20 Users — 8,000 IQ Credits/month — 1 TB storage

Need more users than your plan includes? Any paid plan can add extra users for $25 per additional user per month. Annual billing is 10 times the monthly price (2 months free). All plans month-to-month, no contracts. Cancel anytime. Already subscribed before October 2026? You keep your current price as long as you stay on the same plan.


What's Included with Every Plan

  • Mobile app (iOS and Android) + Web access

  • AI Features with IQ Credits

  • Atlas prospecting map and Lead Generator

  • QuoteIQ MCP for ChatGPT, Claude and Grok

  • AI Smart Import for easy data migration (contacts, services, invoices, estimates)

  • Consumer Financing (Affirm, Klarna, Afterpay)

  • Weather on your dashboard and calendar

  • File Manager storage (25 GB to 1 TB, depending on plan)

  • 24/7 Live Support

  • Software updates

  • Help Center, video tutorials, user community

  • Suggest a Feature — submit product requests from left side menu → Resources → Suggest a Feature

  • Price-Lock Guarantee — keep your current price for as long as you stay on the same plan


QuoteIQ's Story

Mike Vidan and Justin Rogers weren't Silicon Valley guys with MBAs. They were out in the field — power washing houses, answering phones, chasing down payments, and trying to find a better way to grow a business without losing sleep.

After years of seeing what was broken in every other CRM — and listening to thousands of comments from real business owners — they teamed up to build the platform they wished they had.

Today, QuoteIQ helps over 40,000 service businesses quote jobs faster, get paid quicker, and grow smarter. The company is 100% self-funded — no venture capital, no outside investors.

Meet the Founders

Mike Vidan, Co-Founder — Built a multi-truck pressure washing business, creator of "Mike-Vidan" YouTube (580,000+ subscribers).

Justin Rogers, Co-Founder — Creator of "Forever Self Employed" YouTube (743,000+ subscribers), background in lead generation and digital marketing.


FAQs

Does Essentials include an online booking link?

No. Customer-facing online booking links are part of InstaSchedule, which is available on Elite ($299.99/mo) and Max ($699.99/mo). Essentials, Beginner and Pro include the internal job calendar for scheduling your own work, but do not include a link customers can use to book themselves.

Which plan do I need for customers to book online?

Elite or Max. InstaSchedule lets customers book directly against your live availability using a branded booking link, with double-booking protection and instant notifications. It is not included on Essentials, Beginner or Pro.

Can QuoteIQ help me find new customers?

Yes. Atlas's Lead Generator finds businesses in the areas you work. Searching is free, you see the exact count before paying, and you pay only to unlock the leads you want. Available on every plan. See Atlas.

How many users can I have?

Essentials 1, Beginner 2, Pro 4, Elite 10, Max 20. Any paid plan can add up to 100 extra users for $25 per additional user per month. Max subscribers from before October 2026 keep 200 users. See How to Add Users.

Where do I find the Suggest a Feature section?

Open the left side menu, tap Resources, then tap Suggest a Feature. That's where you submit feature requests to the QuoteIQ product team.

How do I request a new feature in QuoteIQ?

Go to left side menu → Resources → Suggest a Feature and submit your idea. Requests go straight to the product team and help shape the roadmap. You can also email support@quoteiq.io or text (912) 913-7154.

What's in the Resources menu?

The Resources section of the left side menu holds account-level tools including Suggest a Feature and Subscriptions (where you manage your plan, extra users, storage packs, payment method, pause and cancellation).


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