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: 35 integrated tools across 10 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 35 Integrated Tools
AI Autopilot has 35 tools organized into 10 categories. Here's everything it can do:
1. Customer Management (4 Tools)
Tool | What It Does | Example Command |
Search Customers | Find customers by name, phone, email, or address | "Find the Johnson account" |
Get Customer Details | Pull full profile with history, estimates, invoices, and balance | "Pull up everything on Sarah Mitchell" |
Add Customer | Create a new customer record | "Add a new customer: John Smith, 555-0123, 456 Oak Lane" |
Search Invoices by Customer | Find all invoices for a specific customer | "Show me all of Mike Thompson's invoices" |
2. Schedule Management (5 Tools)
Tool | What It Does | Example Command |
Get Today's Schedule | View today's scheduled jobs | "What's on my schedule today?" |
Get Schedule by Date | View schedule for any specific date | "What do I have next Tuesday?" |
Get Schedule Details | Full details of a specific scheduled job | "Tell me about the 2pm appointment" |
Create Schedule | Create a new scheduled job | "Schedule a house wash for Mrs. Davis next Monday at 9am" |
Reschedule | Move a job to a different date/time | "Move the Johnson job to Thursday at 2pm" |
3. Estimate Tools (5 Tools)
Tool | What It Does | Example Command |
Get Estimates | List estimates by status (all, pending, approved, declined) | "Show me all pending estimates" |
Get Estimate Details | Full details of a specific estimate | "Pull up the Anderson estimate" |
Create Estimate | Build a complete estimate with line items, pricing, and notes | "Create an estimate for a 2,000 sq ft house wash at $0.25/sq ft for the Williams property" |
Create Estimate with AI | Generate an AI-powered estimate from photos and a job description | "Create an AI estimate for this driveway" (with photo) |
Update Estimate Status | Change estimate status (approve, decline, mark as sent) | "Mark the Garcia estimate as approved" |
4. Invoice Tools (4 Tools)
Tool | What It Does | Example Command |
Get Invoices | List invoices by status (all, unpaid, paid, overdue) | "Show me all unpaid invoices" |
Get Invoice Details | Full details of a specific invoice | "Show me the Peterson invoice" |
Invoice Schedule | Create an invoice from a completed scheduled job | "Invoice the job I just finished at 789 Elm Street" |
Bulk Invoice Schedules | Invoice ALL completed jobs for a specific date | "Invoice all of today's completed jobs" |
5. Communication Tools (4 Tools)
Tool | What It Does | Example Command |
Send Estimate Email | Email an estimate PDF to the customer | "Email the Wilson estimate" |
Send Invoice Email | Email an invoice PDF to the customer | "Email the Thompson invoice" |
Send SMS | Send a text message to any customer | "Text Mrs. Garcia that we're running 15 minutes late" |
Message Client | Smart unified messaging — auto-selects email or SMS based on context | "Message the customer about their appointment tomorrow" |
6. Batch Operations (3 Tools)
Tool | What It Does | Example Command |
Mass Move Schedules | Move ALL scheduled jobs from one date to another | "Move all of Wednesday's jobs to Friday" |
Reschedule by Customer | Move all of a specific customer's jobs to a new date | "Reschedule all of ABC Property Management's jobs to next week" |
Batch Invoice & Notify | Invoice all jobs for a day AND send notifications | "Invoice everything from today and send the invoices to all the customers" |
7. Expense Tools (2 Tools)
Tool | What It Does | Example Command |
Add Expense | Record an expense (optionally linked to a job for job costing) | "Add a $47.50 expense for chemical supplies on the Martinez job" |
Get Expenses | View expenses by job, time period, or category | "What did I spend on supplies this month?" |
8. Analytics Tools (4 Tools)
Tool | What It Does | Example Command |
Get Revenue Summary | Revenue breakdown for any time period | "What's my revenue this month?" |
Get Job Stats | Job completion metrics and productivity data | "How many jobs did we complete this week?" |
Get Customer Stats | Customer acquisition and retention metrics | "How many new customers did we get this month?" |
Get Financial Overview | Complete financial snapshot including revenue, expenses, and profit | "Give me a financial overview for Q1" |
9. Price Book Tools (2 Tools)
Tool | What It Does | Example Command |
Get Services | View your complete service catalog with pricing | "What are my current prices?" |
Get Service Details | Detailed info on a specific service including pricing, description, and usage stats | "What do I charge for a standard house wash?" |
10. Media Tools (3 Tools)
Tool | What It Does | Example Command |
Add Photo to Schedule | Attach before/after photos to a job | "Add this photo to the current job" |
Add Document | Attach documents to estimates, invoices, or customer profiles | "Attach this insurance certificate to the ABC Company profile" |
Get Job Photos | Retrieve all photos for a specific job | "Show me the photos from the Henderson job" |
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. 35 integrated tools across 10 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), email estimates, and email invoices directly to your customers. It can even auto-select the best method based on context.
Can Autopilot create estimates from photos?
Yes. The "Create Estimate with AI" tool lets you upload a photo of a property and Autopilot generates a market-accurate estimate using AI analysis.
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?
35 tools across 10 categories: Customer Management (4), Schedule Management (5), Estimates (5), Invoices (4), Communication (4), Batch Operations (3), Expenses (2), Analytics (4), Price Book (2), and Media (3).
Need help? Contact us at support@quoteiq.io or text (912) 913-7154.