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QuoteIQ Overview

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

Updated over 2 weeks ago

QuoteIQ is an all-in-one business management platform purpose-built for service-based businesses. Our mission is to help small business owners β€” especially those in the home service industries β€” 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 II & Justin Rogers

  • Users: 40,000+

  • App Store Rating: 4.7/5 Stars (1,700+ Reviews)

  • Google Play Rating: 4.5/5 Stars (1,070+ Reviews)

  • 100% Bootstrapped β€” 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


QuoteIQ Core Features

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

🧾 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

  • E-Signatures for professional sign-offs (Beginner and above)

  • Mass Invoicing β€” invoice multiple completed jobs at once (Beginner and above)

  • Invoice Subscriptions / Recurring Service Plans

  • Price Book for saved services and pricing

πŸ“ MapMeasure Pro (Beginner and above)

  • Instantly measure properties using satellite imagery

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

  • Built directly into the quoting flow for speed and accuracy

  • Property Street View and Zillow Quick Access built in

πŸ“‹ InstaQuote + InstaSchedule (Elite and above)

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

  • Embed directly into your website or link from social media

  • InstaQuote analytics dashboard to track conversion rates

πŸ“… Job & Employee Scheduling

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

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

  • Assign team members and track job status

  • Google Calendar sync

  • Automated appointment reminders (SMS/email)

πŸ’³ Payments

  • Accept card payments directly from invoices via Stripe

  • Secure mobile-friendly checkout experience

  • Tap to Pay β€” accept in-person payments via Stripe Tap to Pay

  • Accept tips on invoices

  • Card-on-file support for recurring customers

πŸ€– AI Features (All Plans β€” 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.

  • AI Autopilot β€” Control your entire CRM through natural language. Create estimates, send invoices, schedule jobs, text customers, and more by typing or speaking commands. 35 integrated tools. Includes internet access toggle.

  • Virtual Call Team β€” 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).

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

  • Before & After AI Image Generator β€” Generate realistic preview images showing what a property will look like after your service. Attach directly to estimates.

  • AI Text Generator β€” AI-assisted text generation in ClientHub and other text fields throughout the app.

  • Auto Complete β€” AI-powered suggestions as you type.

⭐ Review Multiplier (Beginner and above)

  • Automate review requests with every invoice

  • Boost Google reviews with minimal effort

  • Customizable message templates

πŸ“€ Automation Campaigns (Pro and above)

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

  • Customize message timing, content, and triggers

  • Set it once and let the system keep customers engaged

πŸ“£ Text and Email Blast (Elite and above)

  • Send bulk messages to your entire customer list

  • Great for promos, reminders, and seasonal announcements

  • Filter by service type, job status, or tags to target the right audience

πŸ‘₯ ClientHub (Customer Communication) (Pro and above)

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

  • Keep personal and business communication separate

  • Every message and file stored under the customer profile

  • All conversations synced across phone, tablet, and computer

  • "On The Way" text notifications to customers

πŸ“ QuoteIQ Cam (Beginner and above)

  • Inspection Forms & Archive

    • Create structured inspection reports with checklists, notes, and images. Use them before and after every job to protect your business and establish professional credibility. Completed forms are linked to the customer and saved in the Inspection Archive for permanent access.

  • Job Documentation & Archive

    • Capture and store labeled jobsite photos and videos with annotations, all automatically linked to the customer and saved for easy reference or export. 4K image/video upload support.

  • Before-and-After Photo Generator & Archive

    • Capture aligned before-and-after photos, add your branding, apply text labels, and share completed sets with customers. Every set is saved and archived for reuse.

πŸ“Š Business Analytics Dashboard

  • Track revenue, quotes sent, invoices paid, jobs scheduled, and more

  • View data daily, weekly, monthly, and yearly to understand trends

  • Basic analytics on all plans; advanced analytics on Beginner and above

πŸ“ˆ Pipelines / Deals (Elite and above)

  • Visual pipeline system for tracking sales opportunities through custom stages

  • Probability-weighted deal values for realistic revenue forecasting

  • Drag-and-drop deal management

πŸ“¦ Inventory Management (Elite and above)

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

  • Track materials across warehouses, trucks, and job sites

  • Low stock alerts and reorder management

πŸ—ΊοΈ Route Optimization (Elite and above)

  • Automatically organize your daily route to reduce drive time and fuel costs

πŸ—ΊοΈ Route Density Zones (Elite and above)

  • Filter calendar appointments by geographic density zones

  • Plan efficient service areas and minimize drive time between jobs

πŸš— Dispatching (Elite and above)

  • Assign and dispatch crews to jobs based on location and availability

πŸ‘· EmployeeHub (Elite and above)

  • Full employee management with roles and permissions

  • GPS Location Tracking β€” real-time GPS tracking of employees while clocked in with traffic overlay

  • Time Tracker Pro β€” GPS-based clock in/out, hours per job tracking, break functionality, and complete history logs

  • Sales Team Tracker β€” Track sales performance, commission percentages per employee, with dynamic year ranges and YTD sorting

  • Team Communication β€” Employee messaging with one-on-one and group chats, crew creation, and job/event assignment

πŸ’° Job Costing (Pro and above)

  • Real-time profitability tracking per job

  • See profit and loss as jobs are completed

πŸ“ž Virtual Call Team (All Plans β€” Uses IQ Credits)

  • AI-powered 24/7 call answering for your business

  • Captures lead info, job details, and customer questions

  • Outbound calling campaigns available

  • Ensures you never miss a call β€” even while you're on a job

πŸ“₯ Website Contact Form (Pro and above)

  • Embed a QuoteIQ-powered form on your website to capture leads

  • New entries automatically sync to your QuoteIQ customer list

  • Customize form fields to fit your workflow

πŸ“Š Business Calculators

  • Built-in Paint Calculator, Mulch Calculator, and Downstream Injector Calculator

  • Designed to help service pros quote accurately and stay profitable

πŸ§ͺ Mix Calculator

  • Generate precise soft wash and pressure washing mix ratios

  • Input job details and get chemical dilution instructions instantly

πŸ“– National Average Guide

  • Reference service price and time averages for United States industries

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

  • Instantly generate a professional, mobile-friendly website tailored to your business

  • No coding or design skills required β€” AI handles the layout and content creation

  • Customize your site with easy-to-use tools and connect your own domain

πŸ“ Google Reserve

  • Enable bookings directly through Google Search and Maps

  • Get more jobs from Google with direct booking integration


Platform Access

QuoteIQ is available on:

  • iOS App (App Store)

  • Android App (Google Play Store)

  • Web App (myquoteiq.com)

All features are mobile-first and built to support service teams in the field just as much as the back office.


Plans & Pricing

QuoteIQ offers five plans designed to scale with your business. Every plan includes AI features through IQ Credits.

  • Essentials: $29.99/month β€” 1 User β€” 500 IQ Credits/month

  • Beginner: $74.99/month β€” Up to 2 Users β€” 1,500 IQ Credits/month

  • Pro (Recommended): $149.99/month β€” Up to 4 Users β€” 3,000 IQ Credits/month

  • Elite: $249.99/month β€” Up to 7 Users β€” 5,000 IQ Credits/month

  • Max: $399.99/month β€” Unlimited Users β€” 8,000 IQ Credits/month

Annual billing saves 2 months free (pay for 10, get 12). All plans are month-to-month with no contracts. Cancel anytime with no penalties.

The only optional add-on is the AI Website Builder ($34.99/month) β€” included free with the Max plan.

You can view full pricing details at: https://myquoteiq.com/pricing/


What's Included with Every Plan

  • Mobile app (iOS and Android)

  • Web access (myquoteiq.com)

  • All Essentials plan features

  • AI Features with IQ Credits (AutoPilot, Virtual Call Team, Before & After Generator, Estimate Generator, Auto Complete)

  • 24/7 Live Support

  • Software updates

  • "Suggest a Feature" portal

  • Google Reserve access

  • QuoteIQ Help Center access

  • Video tutorial walkthroughs

  • QuoteIQ User Community

  • QuoteIQ User Facebook Group


QuoteIQ's Story

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

Mike built one of the most successful pressure washing businesses in the Southeast, running 10 trucks before deciding to scale down and focus on what mattered: profitability and systems. Justin built a YouTube channel teaching service business marketing and scaled a lead generation company on the side.

After years of seeing what was broken in every other CRM β€” and listening to thousands of comments from real business owners β€” they teamed up to build the platform they wished they had. Something simple, powerful, and built for people who don't have time to sit in a software demo all day.

Through their videos, they consistently shared advice on quoting jobs, marketing, pricing, and growing a home service business. As their audiences grew, the same problem kept appearing in their comment sections, emails, and live streams β€” contractors were struggling to find software that actually worked for them. The existing CRMs on the market were designed for people sitting behind a desk, not for those out in the field quoting jobs from a driveway or managing crews on-site.

Today, QuoteIQ helps over 40,000 service businesses quote jobs faster, get paid quicker, build customer relationships, and grow smarter. The company is 100% self-funded β€” no venture capital, no outside investors. Decisions are made based on what's best for users, not what investors demand.

What Makes Us Different

QuoteIQ wasn't built in a boardroom β€” it was built in a truck. Every feature, every tool, every update is based on feedback from real users in the field. That's why our CRM doesn't feel like every other one.

  • Built In-House β€” 95% of all features are built natively. You won't need to bolt on 20 different integrations to get the tools you need. One app, one login, one price.

  • AI on Every Plan β€” Every plan includes AI Autopilot, Virtual Call Team, AI Estimator, Before & After Image Generation, and Auto Complete. Competitors either don't offer AI or charge enterprise prices.

  • No Add-On Nickel-and-Diming β€” We don't charge $10/month for every feature that should come standard. Everything you need is included in your plan.

  • No Contracts β€” Month-to-month, cancel anytime, no penalties. We earn your business every month.

  • Price Lock Guarantee β€” Your price is locked in forever. Even if we raise prices, you keep your original rate as long as you maintain an active subscription.

Meet the Founders

Mike Vidan II, Co-Founder

Mike spent over a decade building a multi-truck pressure washing business, scaling it from a solo operation to a company booked out for weeks. He's also the creator of the YouTube channel "Mike-Vidan" (formerly "All About Pressure Washing") with over 580,000 subscribers. Mike brings field experience, operational insight, and a relentless drive to simplify success for other business owners.

Justin Rogers, Co-Founder

Justin is the creator of "Forever Self Employed," a YouTube channel with over 743,000 subscribers that helps people start and grow service businesses. With a background in lead generation, digital marketing, and automation, Justin helped hundreds of new entrepreneurs break into home services before co-creating QuoteIQ. He brings the customer-first mentality and marketing horsepower behind the platform's explosive growth.

Between their platforms, the founders have generated billions of views and millions of followers across social media and built one of the largest online communities of home service professionals in the world.

Where We're Going

We're not just another CRM β€” we're building the future of how home service businesses operate. With new features rolling out monthly, AI-powered tools expanding across the platform, and a team of developers, marketers, and support reps who actually listen, QuoteIQ is committed to helping every service business owner succeed.

If you want to work less, earn more, and run your business like a pro β€” you're in the right place.


Need Help?


QuoteIQ was built by service pros β€” for service pros β€” and we're always working to evolve based on what real businesses need in the field.

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