QuoteIQ offers five plans built to grow with your home service business — from a solo operator to a 20-person team, with extra users available on any paid plan. Every plan includes AI tools powered by IQ Credits, the Atlas prospecting map and Lead Generator, QuoteIQ MCP for ChatGPT and Claude, Consumer Financing for your customers, weather inside the app, a 14-day free trial, and month-to-month billing with no contracts.

Annual billing gives you 12 months for the price of 10 (2 months free). Current pricing is always published at myquoteiq.com/pricing.

IQ Credit amounts above are monthly allocations on paid subscriptions. All free trials start with 250 IQ Credits regardless of plan. Need more users than your plan includes? Any paid plan can add extra users for $25 per additional user per month. Need more storage? Add a storage pack (see Add-Ons below).

For solo operators getting started. 1 user · 500 IQ Credits/month · 25 GB File Manager storage · $25/mo billed annually ($299.99/year)

Includes:

For growing businesses. 2 users · 1,500 IQ Credits/month · 125 GB File Manager storage · $83.33/mo billed annually ($999.99/year)

Everything in Essentials, plus:

For professionals scaling operations. 4 users · 3,000 IQ Credits/month · 250 GB File Manager storage · $166.67/mo billed annually ($1,999.99/year)

Everything in Beginner, plus:

For teams that need everything. 10 users · 5,000 IQ Credits/month · 500 GB File Manager storage · $250/mo billed annually ($2,999.99/year)

Everything in Pro, plus:

For large teams and multi-business operations. 20 users · 8,000 IQ Credits/month · 1 TB File Manager storage · $583.33/mo billed annually ($6,999.99/year)

Everything in Elite, plus:

New Max subscriptions include 20 users. Max subscribers from before October 2026 keep 200 users. Elite plans bought before April 2, 2026 can also create crews and assign them to jobs.

Available on every plan (Essentials and up):

Beginner and up: Google Calendar sync · MapMeasure Pro · Roof & Pitch Measurement · Property Street View · Zillow Quick Access · QuoteIQ Cam (inspection reports & archive, job reports, before & after editor & archive, 4K upload) · expense tracking · advanced analytics · contract attachments · mass invoicing

Pro and up: QuoteIQ Sign (creating new documents) · Client Portal · Email & Text Automation · in-app calling & texting (ClientHub) · On The Way texts · Website Contact Forms · Job Costing · Hourly Rate Calculator · QuickBooks integration

Elite and up: InstaQuote · InstaSchedule / customer self-booking (including from the Client Portal) · Review Multiplier automated review requests · mass text & email campaigns · Pipelines / Deals (up to 5 on Elite; unlimited on Max) · inventory management · route optimization · route density zones · Atlas Routing & Atlas Employees · EmployeeHub · GPS location tracking · Time Tracker Pro · team communication · roles & permissions

Max only: 20 users included · AI Website Builder included · Sales Team Tracker & commission tracking · crew creation, tracking and scheduling, and crews on a job (also Elite plans bought before April 2, 2026) · unlimited pipelines · first 4 additional businesses covered · Dedicated Account Manager

New features are added to plans at no extra cost. There is no upgrade fee for new features — each one is available on the plans listed above.

October 2026

September 2026

July 2026

June 2026

April 2026

QuoteIQ Consumer Financing is included on every plan from Essentials through Max, including during the 14-day free trial, at no additional subscription cost.

Three BNPL providers are built in, and Consumer Financing works regardless of which payment processor your account uses:

Enabling it takes about two clicks from your payment dashboard — no dealer application and no underwriting paperwork. Customers apply in about 30 seconds at checkout and get an instant decision. You receive the full amount upfront the same day, minus standard BNPL processing fees, which vary by account.

Every plan includes a set amount of File Manager storage: 25 GB on Essentials, 125 GB on Beginner, 250 GB on Pro, 500 GB on Elite and 1 TB on Max.

IQ Credits (IQC) are QuoteIQ's virtual currency and power every AI feature.

Credits reset at the start of each billing cycle and do not roll over.

What uses credits:

Atlas leads and property details are paid by card, not with IQ Credits.

Checking your balance and history: your current balance shows as a badge in the AI interface. For full spending history, open Usage Analytics — Dashboard, top right, the box with the ⚡ lightning bolt icon.

Need more? One-time credit purchases: 2,500 IQC for $25 · 5,000 IQC for $50 · 10,000 IQC for $100 · 25,000 IQC for $250. Credits are added immediately, and you can buy them during your trial too.

If your work is seasonal and you want to stop billing for a stretch without losing your account, QuoteIQ can pause your subscription instead of cancelling it.

The pause option appears inside the cancellation flow:

Pick the length you need and your subscription pauses instead of cancelling. Your account and data stay intact, and billing resumes when the pause period ends.

QuoteIQ starts at $29.99/month on Essentials (1 user, 500 IQ Credits, 25 GB storage). Beginner is $99.99/mo (2 users, 1,500 credits, 125 GB), Pro is $199.99/mo (4 users, 3,000 credits, 250 GB), Elite is $299.99/mo (10 users, 5,000 credits, 500 GB), and Max is $699.99/mo (20 users, 8,000 credits, 1 TB, Dedicated Account Manager). Extra users are $25 per additional user per month on any paid plan. Annual billing gives you 12 months for the price of 10: $299.99, $999.99, $1,999.99, $2,999.99 and $6,999.99 a year.

New prices apply to new subscriptions from October 2026. Essentials stays at $29.99. If you were already subscribed, you keep the price you pay today for as long as you stay on the same plan. If you switch to a different plan, you pay that plan's current price.

Every plan, including Essentials. Searching for leads is free; you pay only to unlock leads (from 25¢ per business, $25 minimum) or property details ($99 per ZIP, $299 for five ZIPs, $997 per state). Atlas Routing and Atlas Employees need Elite or Max.

Every plan. The tools your AI assistant can use match the features on your plan.

Creating new QuoteIQ Sign documents needs Pro, Elite or Max. On every plan you can still open, send and download QuoteIQ Sign documents you already have. E-signatures on estimates and proposals are separate and stay on every plan.

Every paid plan, including Essentials. Connect your Google Business Profile to see your Google reviews inside QuoteIQ and reply with AI help — set replies to Off, Draft or Auto-reply for the star ratings you choose.

Essentials includes 25 GB, Beginner 125 GB, Pro 250 GB, Elite 500 GB and Max 1 TB of File Manager storage. If you reach your limit, files you've already uploaded stay put and only new uploads pause. You can upgrade your plan or add a storage pack: +100 GB ($9.99/mo or $99.99/yr), +500 GB ($34.99/mo or $349.99/yr) or +2 TB ($99.99/mo or $999.99/yr).

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

Elite ($299.99/mo) or Max ($699.99/mo). InstaSchedule gives you a branded booking link customers use to book against your live availability, with double-booking protection and instant notifications. It is not available on Essentials, Beginner or Pro — and that applies whether the customer books from your website, a shared link, or the Client Portal.

Not on Pro. Self-scheduling is surfaced inside the Client Portal, but it runs on InstaSchedule, which requires Elite or Max. On Pro your customers can use the portal to view estimates, invoices and appointments, submit service requests, leave reviews and save a card on file — but booking themselves into your calendar needs Elite or above.

No — customer self-booking requires Elite or above, in every place it appears. On lower plans you can still send estimates and schedule jobs yourself from the calendar, and on Pro and above customers can request service through the Client Portal and Website Contact Forms. But a live self-service booking link is an Elite and Max feature.

The Review Multiplier dashboard and your Google review link are included on every plan — you can collect reviews from day one on Essentials. The automated Email/SMS review requests — messages sent automatically when an invoice is paid or an estimate is accepted, scheduled or declined — start on Elite ($299.99/mo).

If your subscription is billed directly by QuoteIQ: open the left side menu, tap Resources, then tap Subscriptions. That's where your active plan, billing history, plan changes, extra users, storage packs, payment method, pause and cancellation all live — same path on web, iPhone and Android. If you subscribed through an in-app purchase, your subscription lives in your phone's App Store or Google Play subscription settings instead.

Yes, for seasonal breaks. Go to left side menu → Resources → Subscriptions, start the cancellation, and select Seasonality as your reason. You'll then be offered the option to pause your account for 30, 60 or 90 days instead of cancelling. Your account and data stay intact and billing resumes when the pause ends.

There isn't a standalone pause button. The pause option is presented inside the cancellation flow once you choose Seasonality as your cancellation reason. Start at left side menu → Resources → Subscriptions. If you can't find it, contact support at support@quoteiq.io or text (912) 913-7154.

30, 60 or 90 days. You choose the length when the pause option is offered during the cancellation flow after selecting Seasonality.

Yes — every plan includes a 14-day free trial with access to that plan's features and 250 IQ Credits. You get one free trial per account, and a credit or debit card is required to start. Your card isn't charged during the 14 days unless you change plans mid-trial. Cancel anytime before the trial ends to avoid a charge.

250 IQ Credits, and that amount is the same on every plan — Essentials, Beginner, Pro, Elite and Max all start with 250. You do not receive the plan's full monthly allocation during the trial. Your plan's monthly credits (500 to 8,000 depending on tier) begin once your paid subscription starts. If you use all 250 during the trial, you can buy more at any time without ending the trial.

No. The trial credit amount is a flat 250 IQ Credits for every tier. Starting your trial on Max gives you the same 250 credits as starting on Essentials.

No. A credit or debit card is required to start your 14-day free trial — there is no card-free trial option. You enter your card when you choose a plan and create your account. It's stored securely and isn't charged during the trial; billing begins only when the 14 days end (or immediately if you change plans mid-trial), and you can cancel anytime before then to avoid any charge.

One per account. The trial runs once and does not reset or restart when you switch plans — which is why changing plans during the trial ends it and starts billing on the new plan.

It depends on how you signed up. Most subscriptions are billed directly by QuoteIQ and managed from the left side menu → Resources → Subscriptions — those will not appear in your phone's store settings. But mobile subscriptions can also run as in-app purchases through the Apple App Store or Google Play; if you subscribed that way, the store handles the billing and you manage and cancel it in your phone's store subscription settings. Quick check: if QuoteIQ shows up in your phone's subscription settings, it's store-billed; if not, it's billed by QuoteIQ directly.

Yes, and there are no fees or penalties for changing plans. Go to the left side menu → Resources → Subscriptions to switch. You'll see exactly what you'll be charged before you confirm. If you're on an older price, switching to a different plan moves you to that plan's current price. How billing works depends on whether you're in the trial:

A downgrade can't go through while your team is bigger than the new plan allows (including any extra users). Remove users first, then downgrade.

Yes. Downgrading during the trial ends the trial and bills your card immediately for the new, lower plan. Because you only get one trial per account, moving to a cheaper plan does not keep the trial running and does not start a fresh trial.

It depends. If you are a paying subscriber, yes — a downgrade takes effect at the end of your current billing cycle and the lower price starts on the next one. If you are still inside your 14-day free trial, no — the downgrade ends your trial and bills you right away for the new plan.

You don't need to do anything else once you confirm the change. If you're a paying subscriber, the downgrade is scheduled automatically and takes effect at the end of your current billing cycle. If you're still inside your 14-day free trial, it applies immediately — and it ends your trial and bills your card on file for the new plan right away rather than staying free until the cycle ends.

Yes. Upgrading during the trial ends the trial and bills your card on file immediately for the new plan. The trial does not continue on the new plan, and switching back down won't reverse the charge — a downgrade is also a plan change and will bill you for the lower plan.

No. Changing plans during the trial — in either direction — ends it and starts billing on the card on file. You'll get the new plan's features immediately, but you won't be on the free trial anymore and you won't get a second one.

IQ Credits power QuoteIQ's AI features, and each feature costs a different amount depending on complexity. AutoPilot uses credits per prompt, Virtual Call Team per call minute (125 IQC = 1 minute), the AI Estimator per estimate, image generators per image, and Auto Complete per text completion. Property Lines parcel lookups cost 50 IQC each, AI AutoMeasure costs 100 IQC per measurement, and proposal sends cost 100 IQC per estimate (free on trial, Elite and Max). Free trials include 250 credits; paid plans include 500 to 8,000 per month depending on tier. Credits reset at the beginning of each billing cycle and unused credits do not roll over.

Yes. Go to your Dashboard, look at the top right, and tap the box with the ⚡ lightning bolt icon to open Usage Analytics. That shows your credit spending history — what used credits, when, and how much. Your current balance also appears as a badge in the AI interface.

You can buy more anytime as a one-time purchase: 2,500 for $25, 5,000 for $50, 10,000 for $100, or 25,000 for $250. Credits are added to your account immediately. This works during the free trial too — you don't have to end the trial or upgrade to buy credits.

Yes. Consumer Financing is included on every plan from Essentials through Max — including the free trial — at no additional subscription cost, and it works regardless of which payment processor your account uses. Three providers are available: Affirm (up to $30,000, terms to 36 months), Klarna (Pay-in-4, Pay-in-30, or long-term) and Afterpay (Pay-in-4 to about $4,000). Enabling it takes about two clicks from your payment dashboard — no dealer application. Customers apply in about 30 seconds at checkout and get an instant decision, and you receive the full amount upfront the same day minus standard BNPL processing fees, which vary by account.

Customers can pay by credit or debit card, Apple Pay, Google Pay, or ACH bank transfer. They can also add a tip on an invoice, split larger jobs through Consumer Financing (Affirm, Klarna, Afterpay), and — on Pro and above — save a card on file in the Client Portal. For in-person work you can also enter a customer's card manually in the app, or use QuickPay to show a QR code or share a payment link.

Essentials includes 1 user, Beginner 2, Pro 4, Elite 10, and Max 20. The owner counts as one, and pending invites count too. Need more? Any paid plan can add up to 100 extra users at $25 per additional user per month, billed monthly, separately from your plan. Max subscribers from before October 2026 keep 200 users.

Annual billing saves you 2 months — you pay for 10 months and get 12. Your subscription renews automatically each year, and you can switch to monthly billing at any time, effective at your next renewal date.

Existing customers keep the price they pay today for as long as they stay on the same plan. If QuoteIQ raises prices, your rate on your current plan stays exactly the same. If you switch to a different plan, you pay that plan's current price.

No. All plans are month-to-month with no contracts and no cancellation fees. Cancel anytime and you keep access through the end of your current billing period, with your data available for export.

All major credit and debit cards — Visa, Mastercard, American Express and Discover — processed securely by QuoteIQ's payment provider. A credit or debit card is required both to start your free trial and to run a paid subscription.

No. Property measurement (MapMeasure Pro), photo documentation (QuoteIQ Cam), customer self-quoting (InstaQuote), lead prospecting (Atlas) and the rest are all native to QuoteIQ. The only optional add-ons are extra users ($25 per additional user per month), storage packs, the AI Website Builder ($34.99/mo, free on Max), additional businesses, and pay-per-purchase Atlas leads and property details.

Pro ($199.99/mo), Elite ($299.99/mo) and Max ($699.99/mo). Not included on Essentials or Beginner. The portal lets customers view estimates, invoices and appointments, submit service requests, leave reviews, and save a card on file. Self-scheduling also appears in the portal, but it runs on InstaSchedule and only works on Elite and Max.

Pro, Elite and Max. Contact Forms includes the drag-and-drop builder (11 field types, multi-step support, 4 themes), three embed methods (inline widget, popup widget, direct link with QR code), the inbound REST API for Zapier and custom integrations, channel tracking, analytics, spam protection, and pre-built templates. Find it at Settings → Self-Service → Contact Forms.

Elite and Max. EmployeeHub covers GPS location tracking, Time Tracker Pro, team communication, and roles & permissions. Sales Team Tracker and crew creation, tracking and scheduling are Max only (Elite plans bought before April 2, 2026 can also create crews and assign them to jobs).

Elite and Max. InstaQuote lets customers build their own estimates on your website; InstaSchedule lets customers book against your real-time availability — from your website, a shared booking link, or the Client Portal. Neither is available on Essentials, Beginner or Pro.

MapMeasure Pro is on Beginner and up. That includes AI AutoMeasure — outline a surface on the satellite map inside an estimate and AI measures it — plus the saved Measurement Library, so the second time you quote the same address you reuse the measurement. Roof & Pitch Measurement lives inside MapMeasure Pro, so it's also Beginner and up.

Yes, on every plan. AI Smart Import reads a CSV export from Jobber, Housecall Pro, ServiceTitan or any other platform and maps the columns automatically — contacts, services and price book, invoices and estimates. You can also import contacts straight from your phone's address book. Large imports run on a background pipeline so you can close the app. If you'd rather have our team do it, there are two one-time Done For You setup options: Done For You ($299.99) and Done For You Plus ($999.99).

Two one-time packages, no subscription:

Yes. Every plan includes full access to the QuoteIQ Help Center, video tutorial walkthroughs for every feature, the user community, and 24/7 live support. If you want hands-on setup plus a dedicated training session, the Done For You Plus ($999.99) package includes one.

Every plan — including Essentials — includes live email and text support 24/7, the Help Center, video tutorials for every feature, the user community on Facebook, and free software updates. Max adds a Dedicated Account Manager.

Open the left side menu → Resources → Suggest a Feature and submit your idea. Requests go to the QuoteIQ product team.

If your subscription is billed directly by QuoteIQ: open the left side menu → Resources → Subscriptions, then cancel from your active plan and confirm. You keep access through the end of your current billing period.

If you're taking a seasonal break rather than leaving for good, select Seasonality as your cancellation reason — you'll be offered the option to pause your account for 30, 60 or 90 days instead.

If you subscribed through an in-app purchase on the Apple App Store or Google Play, the store governs that subscription — cancel it from your phone's store subscription settings (App Store: Settings → your name → Subscriptions; Google Play: Play Store → profile → Payments & subscriptions). If you're still in your free trial, cancel any time before day 14 to avoid being charged.

Go to the left side menu → Resources → Subscriptions, then update your card and save. If you're still in your free trial, updating payment info just stores the card — nothing is charged until the trial ends, unless you change plans during it. (If you subscribed through an in-app purchase, your payment method is managed in your phone's App Store or Google Play settings instead.)

Ready to get started? Start your 14-day free trial or book a demo. Current pricing is always published at myquoteiq.com/pricing.

Questions? Email support@quoteiq.io or text (912) 913-7154.