Customer Management
Manage client contacts, communication, and lead sources with ease.
55 articles
- 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 File Manager (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
- QuickBooks Sync Troubleshooting — Why It Failed and How to Fix It
- Proposals — Send Any Estimate as a Full Branded Proposal
- Additional Contacts — Add More Than One Person to a Customer Record
- QuoteIQ MCP — Connect ChatGPT, Claude, or Grok to Your QuoteIQ Account
- Atlas — Prospecting Map, Lead Generator & Door Knocking
- Chemical Tracking — Keep Pesticide & Herbicide Application Records
- QuoteIQ Sign — Send Any Document for E-Signature
- QuickPay — Take a Payment in Seconds
- Weather in QuoteIQ — Forecasts on Your Dashboard and Calendar
- Client Portal — Let Your Customers View Estimates, Invoices & Submit Requests
- 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
- QuickBooks Integration — Sync Invoices & Payments Automatically
- E-Signatures — Get Estimates Signed Electronically
- Team Communication — Employee Messaging & Group Chats
- Time Tracker Pro — GPS Clock In/Out & Hours Per Job Tracking
- Crew Management — Tracking, Creation & Scheduling for Multi-Crew Operations
- 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
- 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