Customer Management
Manage client contacts, communication, and lead sources with ease.
46 articles
Client Portal — Let Your Customers View Estimates, Invoices & Submit Requests
Crew Management — Tracking, Creation & Scheduling for Multi-Crew Operations
Time Tracker Pro — GPS Clock In/Out & Hours Per Job Tracking
Team Communication — Employee Messaging & Group Chats
E-Signatures — Get Estimates Signed Electronically
Expense Tracking — Log Business Expenses from Anywhere
QuoteIQ Cam — Photo & Video Documentation for Job Sites
Invoice Subscriptions — Recurring Billing for Regular Customers
Additional Businesses — Manage Multiple Companies Under One Account
Roof & Pitch Measurement — AI-Powered Roof Measurements
Consumer Financing — Offer Klarna, Afterpay & Affirm on Your Invoices
Contact Forms — Capture Leads from Your Website
How to Create and Embed a Contact Form
Contact Forms API — Submit Forms Programmatically (Inbound API)
How to Use the Gallery
Reminders & Tasks — Create To-Dos, Assign Your Team, and Never Miss a Job
AI-Powered Automations — Build Email & Text Automations by Describing Them
Subscription Billing — Manual vs Auto-Pay Mode & the Cancellation Flow
AI Auto-Reply — AI Answers Customer Texts When You're On the Job
AI Measurement — Auto-Trace Lawns, Roofs & Concrete in MapMeasure Pro
Property Lines — View Parcel Boundaries in MapMeasure Pro
Materials — Add Materials to Estimates & Invoices (Linked to Inventory)
Customer Estimate Actions — Reopen a Declined Estimate & Request Changes
Pipelines & Deals — Visual Sales Tracking & Revenue Forecasting
Inventory Management — Track Materials Across Your Entire Operation
Job Costing — Real-Time Profitability Tracking Per Job
EmployeeHub — GPS Tracking, Time Tracking, Sales & Team Communication
AI Smart Import — Migrate Your Data from Any CRM in Minutes
AI Autopilot — Control Your Entire CRM with Natural Language
AI Estimator — Generate Market-Accurate Estimates in Minutes
Sales Team Tracker — Commission & Sales Performance Tracking
Dispatching — Assign & Send Crews to Jobs
Route Density Zones — Plan Efficient Service Days by Geographic Clusters
IQ Credits — How QuoteIQ's AI Credit System Works
On The Way Text — Notify Customers You're Headed to Their Location
AI Text Generator — Write Professional Messages in Seconds
Conversational AI Agents — Outbound AI Calling & Campaigns
QuickBooks Integration — Sync Invoices & Payments Automatically
How to Create a New Client Contact
How to Add & Edit Customer Lead Sources
How to Set Up Automation Campaigns (Email and Text Automation)
How to View Customer History (Quotes, Invoices, Job Forms)
How To Import Customer Contacts into QuoteIQ
How to Set Up & Use ClientHub
Contact Form in QuoteIQ
Virtual Call Team – How It Works & How To Set It Up