What Is AI Autopilot?
AI Autopilot is QuoteIQ's flagship AI feature. It's a conversational AI assistant that controls your entire QuoteIQ CRM through natural language — voice or text. Instead of tapping through multiple screens, you simply tell Autopilot what you want and it executes.
This is not a chatbot. AI Autopilot is an operator that directly creates estimates, sends invoices, reschedules jobs, texts customers, tracks expenses, pulls analytics, and manages your entire business through conversation.
No competitor in the field service management space offers anything comparable. AI Autopilot turns complex multi-step CRM workflows into single-sentence commands.
Quick Facts
Available on: All plans (Essentials, Beginner, Pro, Elite, Max)
Uses: IQ Credits (included with every plan)
Input: Voice or text — speak your command or type it
In-app name: "Ask AI" — this is the same feature as AI Autopilot
Tools: 55 integrated tools across 13 categories
Internet access: Toggle on/off to let Autopilot search the web for answers
How to Access AI Autopilot
Open the QuoteIQ app and tap the Ask AI button. This opens the Autopilot interface where you can type or speak your command. The AI processes your request, shows you what steps it's taking, and executes the action.
Note: "Ask AI" is the button you see inside the app. "AI Autopilot" is the marketing name. They are the same feature.
The 55 Integrated Tools
AI Autopilot has 55 tools organized into 13 categories. Here's everything it can do:
1. Customer Tools (4)
Tool | What It Does |
List Customers | List your customers |
Search Customer | Find a customer by name, phone, email, or address — "Find the Johnson account" |
Create Customer | Create a new customer record |
Update Customer | Update an existing customer record |
2. Schedule Tools (5)
Tool | What It Does |
Get Schedule | View the schedule for a day or date range — "What's on my schedule today?" |
Get Employees | List employees available for assignment |
Check Availability | Check open availability before booking |
Create Job Event | Create a job event |
Create Scheduled Job | Create a scheduled job — "Schedule a house wash for Mrs. Davis Monday at 9am" |
3. Estimate Tools (8)
Tool | What It Does |
Get Estimates | List estimates by status — "Show me all pending estimates" |
Get Estimate Details | Full details of a specific estimate |
Get Customer Estimates | All estimates for one customer |
Prepare Estimate | Build an estimate with line items and pricing — "Create an estimate for a 2,000 sq ft house wash at $0.25/sq ft" |
Duplicate Estimate | Copy an existing estimate |
Schedule Estimate | Turn an estimate into a scheduled job |
Update Estimate | Modify an estimate — "Add deck washing to Mrs. Johnson's estimate" |
Update Schedule | Modify the schedule attached to an estimate |
4. Invoice Tools (6)
Tool | What It Does |
Get Invoices | List invoices — "Show me all unpaid invoices" |
Get Invoice Details | Full details of a specific invoice |
Create Invoice | Create an invoice |
Update Invoice | Modify an invoice |
Invoice Schedule | Invoice a scheduled job — "Invoice the job I just finished at 789 Elm Street" |
Bulk Invoice Schedules | Invoice several scheduled jobs at once — "Invoice all of today's completed jobs" |
5. Invoice Subscription Tools (5)
Tool | What It Does |
Get Invoice Subscriptions | List your recurring invoice subscriptions |
Get Subscription Details | Details of one recurring subscription |
Pause Subscription | Pause a recurring invoice subscription |
Resume Subscription | Resume a paused subscription |
Cancel Subscription | Cancel a recurring subscription |
6. Communication Tools (5)
Tool | What It Does |
Send Estimate Email | Email an estimate — "Email the Wilson estimate" |
Send Invoice Email | Email an invoice — "Email the Thompson invoice" |
Send SMS | Send a text message — "Text Mrs. Garcia that we're running 15 minutes late" |
Message Client | Message a client through ClientHub |
Send Bulk SMS | Send a text to many recipients at once |
7. Batch Operation Tools (3)
Tool | What It Does |
Mass Move Schedules | Move many jobs at once — "Move all of Wednesday's jobs to Friday" |
Reschedule by Customer | Reschedule all of a customer's jobs — "Reschedule all of ABC Property Management's jobs to next week" |
Batch Invoice & Notify | Invoice a batch of jobs and notify the customers in one command |
8. Analytics Tools (5)
Tool | What It Does |
Revenue Analytics | Revenue figures over a period — "What's my revenue this month?" |
Service Performance | How each of your services is performing |
Monthly Breakdown | Month-by-month breakdown of your numbers |
Conversion Analytics | Estimate-to-job conversion rates |
Year-over-Year Comparison | This year against last — "How does this month compare to last year?" |
9. Service Tools (4)
Tool | What It Does |
Add Service | Add a service to your price book |
Update Service | Update a price book service |
Mass Add Services | Add several services at once |
Mass Update Services | Update several services at once — "Raise all my house wash prices by 10%" |
10. Expense Tools (4)
Tool | What It Does |
Get Expenses | List expenses — "What did I spend on supplies this month?" |
Get Expense Types | List your expense categories |
Add Expense | Record an expense — "Add a $47.50 expense for chemical supplies on the Martinez job" |
Analyze Receipt for Expense | Read a receipt photo and turn it into an expense automatically |
11. Media Tools (3)
Tool | What It Does |
Add Photo to Job | Attach a photo to a job |
Add Document | Attach a document |
Get Job Photos | Retrieve photos for a job — "Show me the photos from the Henderson job" |
12. Catalog Tools (2)
Tool | What It Does |
Get Services Catalog | Read your price book — "What are my current prices?" |
Get Business Summary | Summarize the current state of your business |
13. Report Tools (1)
Tool | What It Does |
Build Report | Build a report on request — the engine behind Ask AI Reports, with charts, tables, and PDF/CSV export |
Real-World Use Cases
Rain Day Recovery
"Move all of today's jobs to Friday and send each customer a text letting them know we're rescheduling due to weather."
Done in 10 seconds. All jobs moved. All customers notified.
End-of-Day Invoice Blitz
"Invoice all of today's completed jobs and send each customer their invoice by email and text."
Six invoices created, six emails sent, six texts sent. Done.
On-Site Quick Quote
"Add deck washing and fence cleaning to Mrs. Johnson's estimate. The deck is 400 square feet, moderate algae. Fence is 120 linear feet, vinyl."
Estimate updated in 30 seconds while talking to the customer.
Quick Analytics Check
"What's my revenue this month versus last month?"
Instant answer with comparison.
New Employee Training
Instead of hours of training on every screen, new employees just type what they need in the AI chat. Training time drops from days to minutes.
IQ Credits
AI Autopilot uses IQ Credits, which are included with every QuoteIQ plan:
Essentials: 500 IQ Credits/month
Beginner: 1,500 IQ Credits/month
Pro: 3,000 IQ Credits/month
Elite: 5,000 IQ Credits/month
Max: 8,000 IQ Credits/month
Need more? Purchase additional IQ Credits anytime: 2,500 for $25 · 5,000 for $50 · 10,000 for $100 · 25,000 for $250.
Internet Access Toggle
AI Autopilot includes an internet access toggle that lets you control whether Autopilot can search the web for answers. Turn it on when you need outside information (pricing research, industry data, general questions). Turn it off to keep Autopilot focused exclusively on your QuoteIQ data.
Frequently Asked Questions
What is AI Autopilot?
AI Autopilot is a conversational AI assistant built into QuoteIQ that controls your entire CRM through natural language. You type or speak a command — like "Create an estimate for Mrs. Johnson" or "Invoice all of today's jobs" — and Autopilot executes it. 55 integrated tools across 13 categories.
Is AI Autopilot available on my plan?
Yes. AI Autopilot is available on all QuoteIQ plans: Essentials ($29.99/mo), Beginner ($74.99/mo), Pro ($149.99/mo), Elite ($299/mo), and Max ($699/mo).
What's the difference between "Ask AI" and "AI Autopilot"?
"Ask AI" is the button and interface name inside the QuoteIQ app. "AI Autopilot" is the marketing and brand name. They are the exact same feature.
Does AI Autopilot cost extra?
No. AI Autopilot is included with every plan. It uses IQ Credits, which are also included with every plan. You only pay extra if you need additional IQ Credits beyond your monthly allocation.
Can I use voice commands?
Yes. AI Autopilot accepts both voice and text input. Speak your command or type it — either way works.
Can Autopilot send messages to my customers?
Yes. Autopilot can send text messages (SMS), bulk texts to many recipients, ClientHub messages, and email estimates and invoices directly to your customers.
Can Autopilot manage my recurring invoice subscriptions?
Yes. Autopilot can list your recurring invoice subscriptions and pause, resume, or cancel them on command — "Pause the Hendersons' monthly lawn care subscription."
Can Autopilot read receipts?
Yes. The Analyze Receipt tool reads a photo of a receipt and turns it into an expense record automatically — no manual data entry.
Can I move all my jobs at once if it rains?
Yes. Use a batch command like "Move all of today's jobs to Friday and text each customer about the reschedule." Autopilot handles every job and every notification in one command.
What does the internet access toggle do?
When enabled, Autopilot can search the web to answer general questions or look up external information. When disabled, it only works with your QuoteIQ data. You control the toggle in the Ask AI interface.
How many tools does AI Autopilot have?
55 tools across 13 categories: Customer (4), Schedule (5), Estimates (8), Invoices (6), Invoice Subscriptions (5), Communication (5), Batch Operations (3), Analytics (5), Services (4), Expenses (4), Media (3), Catalog (2), and Reports (1).
Need help? Contact us at support@quoteiq.io or text (912) 913-7154.