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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: 4.5/5 Stars (1,070+ 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 Featureleft 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.

  • Subscriptionsleft side menu → Resources → Subscriptions. Manage your plan, upgrade or downgrade, update your card, and cancel.


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 — 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

📐 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

  • 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

  • Assign team members and track job status

  • Google Calendar sync

  • Online booking — branded booking link with double-booking protection

  • Automated appointment reminders (SMS/email)

💳 Payments

  • Accept card payments directly from invoices via Stripe

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

  • 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 Stripe 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.

  • AI Autopilot — Control your entire CRM through natural language. 35 integrated tools. Includes internet access toggle.

  • AI CoPilot / Ask AI — 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).

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

  • Before & After AI Image Generator — Generate realistic preview images showing what a property will look like after your service.

  • 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.

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

⭐ Review Multiplier (Beginner and above)

  • Automate review requests with every invoice

📤 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.

🖼️ Gallery / File Manager (Beginner and above)

  • Cloud-stored, team-synced media library for every photo, video and document in your account. 5 GB per account.

📊 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

📦 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 and crew scheduling (Max only)

💰 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

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

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

  • Elite: $299/month — Up to 10 Users — 5,000 IQ Credits/month

  • Max: $699/month — Unlimited Users — 8,000 IQ Credits/month

Annual billing saves 2 months free. All plans month-to-month, no contracts. Cancel anytime.


What's Included with Every Plan

  • Mobile app (iOS and Android) + Web access

  • AI Features with IQ Credits

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

  • Consumer Financing (Affirm, Klarna, Afterpay)

  • 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 — your price never increases


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

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, payment method and cancellation).


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