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QuoteIQ

About QuoteIQ
QuoteIQ is a web-based CRM and field service management platform designed specifically for home service contractors. It consolidates estimating, scheduling, invoicing, crew management, and customer communication into a single system. The platform includes tools for creating estimates and invoices with customer approval flows, collecting payments, and providing clients with a portal to access estimates, invoices, and appointments at any time. QuoteIQ also offers MapMeasure Pro for satellite-based property measurements, Zillow integration, and Street View for remote job pricing. Additional features include InstaQuote and InstaSchedule for customer self-service, allowing homeowners to generate quotes and book appointments 24/7. The platform provides operations and growth tools such as dashboard analytics for tracking quotes, revenue, job count, and conversion rates, employee scheduling with route optimization and time tracking, and two-way SMS/calling with multi-device sync. Automated review requests are available through Review Multiplier integration. QuoteIQ also includes built-in AI capabilities, such as a 24/7 AI call team that answers calls, captures job details, and logs them into the platform.
QuoteIQ
- Founder
- Mike Vidan
Key features
- Estimating and invoicing with customer approval flows
- MapMeasure Pro for satellite-based property measurements
- InstaQuote and InstaSchedule for customer self-service
- Dashboard analytics for quotes, revenue, and job tracking
- Employee scheduling with route optimization and time tracking
- Two-way SMS/calling with multi-device sync
- Automated review requests via Review Multiplier
- Built-in AI call team for 24/7 customer interaction
- QuickBooks integration on higher plans
- Client portal for 24/7 access to estimates and invoices
Use cases
- Automating job estimating and invoicing for contractors
- Scheduling and managing field crews with route optimization
- Enabling customer self-service for quotes and bookings
Pros
- Consolidates estimating, scheduling, invoicing, crew management, and customer communication into a single system
- Includes MapMeasure Pro for satellite-based property measurements and Zillow integration for remote job pricing
- Offers InstaQuote and InstaSchedule for customer self-service, enabling 24/7 quote generation and appointment booking
- Provides a 24/7 AI call team to answer calls, capture job details, and log them into the platform
- Features dashboard analytics for tracking quotes, revenue, job count, and conversion rates
Cons
- May require training for full utilization of advanced features like AI call handling and analytics
- Dependent on internet connectivity for real-time features like scheduling and customer portals
- Integration with third-party tools like Review Multiplier may add complexity to setup
QuoteIQ videos
Frequently asked questions about QuoteIQ
What is QuoteIQ and who is it designed for?
QuoteIQ is an all-in-one home service management platform designed specifically for home service contractors, including trades like HVAC, plumbing, electrical, landscaping, and more. It consolidates estimating, scheduling, invoicing, crew management, and customer communication into a single system.
How does QuoteIQ help with job estimates and invoicing?
The platform allows users to create and send professional estimates, track and collect invoices, and document jobs with QuoteIQ Cam. It also includes tools like MapMeasure Pro for satellite-based property measurements and Zillow integration for remote job pricing.
Does QuoteIQ offer customer self-service features?
Yes, QuoteIQ provides InstaQuote and InstaSchedule, which enable homeowners to generate quotes and book appointments 24/7 without direct staff involvement.
What AI capabilities does QuoteIQ include?
QuoteIQ includes a 24/7 AI call team that answers calls, captures job details, and logs them into the platform. It also offers an AI website builder for creating professional business websites quickly.
Can QuoteIQ help with employee scheduling and management?
Yes, the platform includes EmployeeHub for assigning, scheduling, and paying employees, along with route optimization and time tracking features to streamline operations.
What integrations and analytics tools does QuoteIQ provide?
QuoteIQ offers integrations like Review Multiplier for automated review requests and provides dashboard analytics to track quotes, revenue, job count, and conversion rates. It also supports two-way SMS and calling with multi-device sync.
QuoteIQ Website Engagement
Last Update: 9 days ago
Monthly Traffic
Traffic Sources
Traffic Share By Country
- United States72.9%
- Canada7.4%
- United Kingdom5%
- India2.6%
- Brazil2.5%