QuoteIQ

What QuoteIQ is

QuoteIQ is a field service management CRM for professional home service contractors. It brings estimates, invoices, scheduling, online payments, customer records, work orders, and AI tools together, and the company says it supports more than 50 home service industries. Its iOS and Android apps are full-featured, with data synchronized with the web dashboard. Every plan includes AI Autopilot, Virtual Call Team, AI Estimator, Before/After AI Image Generation, and AI text and image generation powered by IQ Credits. The platform also lists route optimization, customer self-scheduling, recurring service plans, chemical readings, and a customer portal. QuoteIQ integrates with QuickBooks Online, Google Calendar, Stripe, Square, and Zapier; an outbound API is available on Elite and Max. Contacts and other data can be imported from spreadsheets or other CRMs using CSV files. Plans start at $29.99 a month, billed monthly, for one user and 500 IQ Credits monthly. A 14-day trial is available, but there is no free plan. QuoteIQ says it encrypts data in transit and at rest, applies role-based access controls, and relies on Stripe to process payment details.

Who it suits

QuoteIQ suits professional home service contractors who need CRM, scheduling, estimating, invoicing, and payment tools across mobile and web. Its plans and features also address businesses that need multiple users, customer self-scheduling, route optimization, or AI tools for field operations.

Limits

The cheapest plan, Essentials, costs $29.99 a month billed monthly and includes one user and 500 IQ Credits per month. There is no free plan; the listed trial lasts 14 days.

Getting started

1. Visit the QuoteIQ website and start the 14-day trial.
2. Choose a plan, starting with Essentials at $29.99 a month billed monthly.
3. Use the web dashboard or download the iOS or Android app.
4. Import contacts or other data from spreadsheets or another CRM using CSV files.
5. Connect supported services such as QuickBooks Online, Google Calendar, Stripe, Square, or Zapier.

Verdict

Pick QuoteIQ if your home service business wants field service CRM features, mobile and web access, and included AI tools in one platform. Look elsewhere if you need a free plan or outbound API access on a lower-tier plan.