QuoteIQ: Contractor CRM

Field Service CRM & Invoicing

Free · In‑App Purchases · Designed for iPad. Not verified for macOS.

QuoteIQ is the field service management CRM built by contractors, for contractors. Whether you run a pressure washing company, HVAC business, plumbing operation, landscaping crew, roofing team, cleaning service, or any other home service trade — QuoteIQ gives you every tool you need to run your business from one app. Created by service industry professionals with 2M+ followers across platforms and years of hands-on field experience, QuoteIQ was designed to solve the real problems contractors face every day: messy scheduling, slow invoicing, lost leads, and paying too much for software that does too little. KEY FEATURES CRM & Client Management Organize every customer, lead, and job in one place. Track communication history, job notes, and follow-ups. Your entire client database lives in your pocket. Estimates & Invoicing Create professional estimates and invoices in seconds from your phone or desktop. Customers can view, approve, and pay online. Track what is paid, pending, and overdue. Scheduling & Dispatch Drag-and-drop scheduling. Assign jobs to your team, set recurring appointments, and view your entire week at a glance. Scheduling flows naturally from the quote. InstaQuote Let customers quote themselves. Embed a self-service quoting form on your website or send a direct link — customers select services, see pricing, and submit a request. InstaSchedule Customers see your real-time availability and book themselves 24/7. Live-syncs with your QuoteIQ calendar. Eliminates phone tag and reduces no-shows. AI Estimator Data-driven pricing suggestions based on service type, square footage, and market rates. Quote with confidence using real pricing intelligence. MapMeasure Pro Measure roofs, driveways, lawns, and properties remotely using satellite imagery. Get accurate square footage without leaving your truck. Pre-Inspection Checklists Document property conditions before every job. Create custom forms for any service. Export completed forms to the customer. Job Costing & Expense Tracking Track materials, labor, and expenses per job. Know your true profit margins on every project. Business Insights & Reporting See your revenue, close ratio, lead sources, and sales trends at a glance. Route Optimization Plan the most efficient routes for your crew. Save time, save fuel, and fit more jobs into every day. Review Multiplier Automatically request reviews from happy customers after job completion. Build your online reputation on autopilot. In-App Texting Text customers directly from the app. Send reminders, on-my-way notifications, and follow-ups. Every conversation is saved to the client record. Client Portal Customers can view estimates, approve quotes, pay invoices, and communicate with your team from one professional portal. Website Builder Build a professional website for your business directly inside QuoteIQ. No coding, no extra cost. WHO USES QUOTEIQ QuoteIQ serves thousands of service professionals across every home service trade including pressure washing, HVAC, plumbing, electrical, landscaping, lawn care, roofing, cleaning, painting, handyman, junk removal, pest control, tree service, gutter cleaning, concrete coating, and construction. AFFORDABLE PLANS FOR EVERY STAGE Plans start at $29.99/month with a 14-day free trial on every plan including our most advanced tier. QuoteIQ costs a fraction of the big-name field service platforms while delivering more features built specifically for service contractors. Start your free trial today and see why thousands of contractors are switching to QuoteIQ. Support: support@quoteiq.io Terms of service (EULA) https://myquoteiq.com/terms-conditions/

  • 4.7
    out of 5
    3.4K Ratings

• Payment plans for invoices • Estimate sections • Create estimate from job • Estimate declined options • Mass invoice group by customer • Invoice bulk send by status • Mcp mark estimate deposit paid • Manual payment corrections and deposit provenance • Estimates_update edits an estimate's service address • Ready to turn on customer financing (Remote Config switch, no Splitit link) • Pre-create Whop sub-accounts for Stripe Connect merchants • Add Options Estimate to the + Create menu • Send inbound calls to QuoteIQ Open next to the sheet row • Accept a secondary auth token on webhook signature checks • Accept previous INTERNAL_BILLING_SECRET during rotation • Old app builds get the pre-#496 invite (dev) • Stop manual-billing setup looping on an already-billed cycle (dev) • Search "a/c" as "a c" OR "ac", like Algolia • Terms & Conditions missing from estimate PDFs / T&C link 403 • Manual payment followups • Dark mode brand primary • Invoice locked prices from estimate • Copilot estimate editor from invoice • Weekly series evening start • Rules delete missing invoice mirror • Settings contact form nudge • Public estimate deposit prefetch sends $0 (400s) + log checkout refusals • Saved cards / setup intent refused in log mode (connect access fallback unswitchable) • Send a date window as one Typesense range • Sub-company-only members recognised (index-only team check, ≤2 reads) • Keep the notice open on a stray click, plus three review follow-ups • Readable ElevenLabs errors: updateAgent hints, add-text status, no [object Object] • New Task, global search and Ask AI find estimates past the loaded page • Ask to reconnect when Intuit refuses the refresh token • Stop Add Card leaving a stuck loader for contacts without a Stripe customer • Shared-core workspace reads use an initialised firebase-admin app (dev copy of #524) • Accept signatures when Google decodes ! ( ) * ~ in the query • Log one document view per page load • Back arrow leaves Notifications on desktop web • Send knowledge-base files with their MIME type • Hotfix (dev): Terms & Conditions missing from estimate PDFs / T&C link 403 • Hotfix to dev: public estimate deposit prefetch sends $0 (400s) + log checkout refusals • Hotfix (dev): saved cards / setup intent refused in log mode (connect access fallback unswitchable) • Storage rules: sub-company-only members • Show invoice deposit as Paid once payments cover it • Route Optimization: start from the Atlas default location and fix zoom on drag • Drop unpicked typed options when a deposit is paid on an Options estimate • Show Twilio's reason when an SMS blast fails • Mark Stripe Checkout payments paid only when Stripe confirms the money • Dev web page urls • Dev web url routing • Block edit saves that would create a duplicate invoice • Dev app run scripts • Dev proposal hide price setting • Remove hardcoded credentials (Secret Manager / delete dead code) • Storage rules: team membership in one read (sub-company member uploads) • Drop unpicked hand-typed options on Options Estimate accept • Show the SMS disclosure on every public phone form and log each consent • Fix deal estimate picker missing estimates that aren't loaded on the Estimates screen • Run Invoice Paid automations for invoices created already paid • Fall back to Auth email when user_master.email is blank • Stop doubled +1 dial codes breaking automation and Ask AI texts • Ask for a customer fee acknowledgment before fee settings change, and log it • Dev atlas lead generator map cost • Keep the Google review total current when reviews arrive by push • Show same-day slots on schedule requests, dated in the company timezone • Dev inventory deduction timing • Dev quickpay esign permissions • Fix footer phone link in estimate/invoice emails • Save Report-tab materials onto the recurring visit they were added to • Stop accepted estimates from switching to a duplicated estimate's lines and total • Fix crews showing "0 members" on calendar jobs

The developer, QuoteIQ LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info

Privacy practices may vary, for example, based on the features you use or your age. Learn More

The developer has not yet indicated which accessibility features this app supports. Learn More

Seller
QuoteIQ LLC
Size
372.3 MB
Category
Business
Compatibility
Requires iOS 16.0 or later.
  • iPhone
    Requires iOS 16.0 or later.
  • iPad
    Requires iPadOS 16.0 or later.
  • Mac
    Requires macOS 13.0 or later and a Mac with Apple M1 chip or later.
  • Apple Vision
    Requires visionOS 1.0 or later.
Location
This app may use your location even when it isn’t open, which can decrease device battery life.
Languages
English
Age Rating
4+
  • 4+
  • Contains
    Messaging and Chat
    User-Generated Content
In-App Purchases
Yes
  • Beginner Subscription Plan $29.99
  • Pro Subscription Plan $98.99
  • Map Tool Addon $12.99
  • Elite Monthly Subscription $188.99
  • Essentials Monthly $29.99
  • 28 Point Inspection $12.99
  • Mass Text & Email Campaigns $19.99
  • Analytics Add-on $14.99
  • Beginner Monthly $74.99
  • Contact Form Addon $9.99
Copyright
© QuoteIQ LLC