QuoteIQ price and terms
Terms
- Free to start
- PartlyNo free plan (limited free use)14-day free trial on every plan, including Max
- Sign up without sales
- YesYes
The terms in full
a credit or debit card is required to start. No standing free plan.
For AI agents
- API
- PartlyPro
What needs a higher plan
- Elite
- Cost for 10 users a month, Route planning, Where the trucks are, Parts and inventory, Online booking, Timesheets
- Pro
- Technician app, Texts to customers, Customer portal, Job costing and reports, Zapier and API
- Beginner
- Checklists, photos and signatures
- Max
- Technician commissions, Several locations
Pricing page, captured
myquoteiq.com/pricing, checked
All plans and limits
| Plan | Price | File storage | Users | Branded proposals |
|---|---|---|---|---|
| Essentials | $29.99 a month or $299.99 a year | 25 GB | 1 user | Not stated |
| Beginner | $99.99 a month or $999.99 a year | 125 GB | 2 | Not stated |
| Pro | $199.99 a month or $1,999.99 a year | 250 GB | 4 | Not stated |
| Elite | $299.99 a month or $2,999.99 a year | 500 GB | 10 | unlimited |
| Max | $699.99 a month or $6,999.99 a year | 1 TB | 20 | unlimited |
Read from myquoteiq.com/pricing/beginner, myquoteiq.com/pricing/elite, myquoteiq.com/pricing/essentials, myquoteiq.com/pricing/max and myquoteiq.com/pricing/pro.
What we checked on QuoteIQ
Cost for 5 users a month
$224.99 a month on Pro for 5 users. Counted as one office user and the rest technicians in the field.
Pro For professionals scaling operations $199.99 /mo Billed monthly 4 users
Cost for 10 users a month
$299.99 a month on Elite for 10 users. Counted as one office user and the rest technicians in the field.
Elite For teams that need everything $299.99 /mo Billed monthly 10 users
Cost for one person a month
Essentials at $29.99 a month covers one user and the whole solo job: estimates, invoices, scheduling and card payments through Stripe are all on the cheapest plan, so a one-person business pays the entry price and nothing more in subscription.
Essentials includes 1 user for core estimating, scheduling, invoicing, and payments. Choose a higher plan when you need more tools.
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Promotion and regular price
none: the pricing page opens on monthly billing with the regular price, and the yearly price is shown only after switching the Yearly toggle, labelled as a monthly equivalent.
Yearly billing saves you 2 months free compared to paying monthly. You pay for 10 months and get 12 months of service.
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Quote only
All five plans, from Essentials to Max, carry a published monthly price on the pricing page; no plan is sold only through a sales quote.
Five plans start at $29.99/month for one user and reach $699.99/month for 20 users; features vary.
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What the price is based on
Each plan is a flat monthly price with a set number of users (1, 2, 4, 10 or 20), and extra users can be added at a per-user price.
Choose Essentials for one user, Beginner for two, Pro for four, Elite for ten, or Max for 20 users.
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Adding a user
Adding a technician past the plan's allowance costs $25 a user a month on any plan, up to 100 extra users, or you move to a larger plan.
you can add up to 100 more users at $25/per-additional-user/mo on any plan
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Setup or onboarding fee
No setup fee is required to start; the vendor sells an optional one-time Done-For-You setup at $299.99 or $999.99 for those who want its team to do the import and configuration.
Optional Done-For-You setup, $299.99 or $999.99 one time.
HVAC
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
Price repairs from a flat-rate price book, sell replacements good, better and best, dispatch the summer and winter rush, and keep every maintenance…
Plumbing
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Electrical
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Lawn care and landscaping
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Cleaning
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Pest control
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Pool service
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Handyman
Dedicated industry pages exist for HVAC, plumbing, electrical, lawn care, house cleaning, pest control, pool service and handyman businesses, among more than 50 trades.
On the page: HVAC industry page, hero paragraph
Features for one trade
Chemical Tracking logs pesticide, herbicide and pool chemical applications on the job (Pro and up), and a price book plus satellite property measuring serve pricing by trade.
Each product gets its EPA number, active ingredient and label rate.
Schedule and calendar
Every plan has a Day, Week and Month calendar with drag-and-drop rescheduling; assigning a job to a named team member starts on Pro and whole crews on Max.
See every job on a Day, Week, or Month calendar, drag to reschedule, and assign the right person or crew.
Technician app
iOS and Android apps are on every plan and carry the customer record and photo history, but dispatching and assigning jobs to team members only appear from Pro upward.
Roles & permissions are Beginner and up; assigning jobs to team members is Pro and up; team messaging is Elite and up; EmployeeHub live GPS & Time…
Route planning
Route optimization orders the day's stops by drive time but is listed only on Elite and Max; lower plans see gap times between jobs without road distance or drive time.
From Elite, Route Optimization orders the stops, Route Density Zones plan service areas, EmployeeHub shares live location while clocked in, and…
Where the trucks are
The live map of clocked-in crew members sits in EmployeeHub, which the plan table restricts to Elite and Max; it is bundled in those plans rather than sold as a separate add-on.
QuoteIQ is an employee tracking app for contractors that shows every crew member on a live GPS map while they are clocked in, Elite and up.
Texts to customers
Appointment reminders go out automatically a day ahead on the shared calendar, but the on-the-way text and the rest of in-app texting are listed from Pro upward only.
From Pro, assign team members and send on-the-way texts through ClientHub.
Maintenance plans and recurring jobs
Invoice subscriptions and recurring or multi-day job scheduling are on every plan, so repeat maintenance work bills and books itself; mass invoicing for recurring customers starts at Beginner.
Convert an accepted estimate into a subscription, choose Auto-Pay or Manual billing, and let the invoice follow each visit.
Checklists, photos and signatures
Custom inspection checklists, job forms with photos and inspection PDFs require Beginner or higher; e-signature capture on estimates is the only part of this available on Essentials.
Inspection forms, inspection & job reports are on Beginner and up.
Quotes and estimates
Estimates are sent by text and email, the customer signs with a finger and accepts online, and the accepted quote converts to an invoice in one tap.
Quote the system replacement, send a proposal the homeowner can accept online, and track every open bid on one board.
Price book and options
A price book of services and parts is listed on every plan, and options estimates present basic, recommended and premium tiers side by side for the customer to choose.
A standard estimate presents one priced scope, an options estimate lets the customer choose among service levels, and a package estimate groups…
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Invoices
Invoices are made from the accepted estimate or job on every plan, but reminders for unpaid invoices are sent by hand with a Send Reminder button rather than automatically.
Unpaid-invoice reminders are sent by hand with a Send Reminder button, by email; they are not automatic (Payment reminders).
Card and bank payments
Every plan from Essentials up takes card, bank transfer, Apple Pay and Google Pay through Stripe with no tier upcharge, in an embedded checkout on the invoice page rather than a redirect; cash and cheque are recorded manually, and processing and platform fees are charged separately from the subscription.
Customers pay by card, Apple Pay, Google Pay or ACH bank transfer from their phone, add a tip if you allow it, and you see it Paid.
Fast payouts
There is no paid fast-payout option: payout timing follows the Stripe schedule chosen and the vendor states funds typically take about two business days on a daily schedule.
on a daily schedule funds typically arrive within about 2 business days.
Customer financing
Customer financing through Klarna, Afterpay and Affirm is available on every plan via the connected Stripe account, with Affirm covering jobs up to $30,000; QuoteIQ is not the lender.
Offer Klarna, Afterpay, and Affirm buy-now-pay-later on your invoices through Stripe. Available on all plans.
Parts and inventory
Inventory tracking across warehouse, trucks and job sites with reorder alerts and purchase orders is listed only on Elite and Max, not on the three cheaper plans.
Track stock across trucks, warehouses, and job sites. QuoteIQ connects reorder points and purchase orders with Job Costing and your estimates.…
Online booking
Customer self-booking into the calendar through InstaSchedule, and InstaQuote self-quoting with deposits, are both gated to Elite and Max; cheaper plans get only a website contact form from Pro.
QuoteIQ's InstaSchedule does that with your team's real booking hours, on the Elite plan and above, starting at $299.99/month.
Customer portal
The client portal, where customers see their documents, saved cards and can self-schedule, needs Pro or above; Essentials and Beginner buyers do not get it.
Available on: Pro, Elite, and Max plans (not available on Essentials or Beginner)
Review requests
Review Multiplier asks customers for a review after payment on every plan, and a Google Business Profile inbox drafts replies with AI; the automatic request when an invoice is paid needs Pro.
When a customer pays an invoice online, QuoteIQ sends them straight from the checkout to your review link: Google Business Profile, Facebook, Yelp or…
Timesheets
Time Tracker Pro clocks crews in and out against a specific job and produces payroll-ready timesheets, but it sits in EmployeeHub on Elite and Max and no payroll provider is named.
You can add or correct entries, open any employee's timesheet, and export hours with hourly rates and calculated pay to CSV for payroll.
Technician commissions
Commission tiers auto-calculate against each rep's closed revenue inside the Sales Team Tracker, which the plan table and the feature card both restrict to the Max plan.
Set each rep's commission rate once, and QuoteIQ works out what they earned, what you owe and what you already paid.
Leads and follow-ups
A sales pipeline board with stages and a weighted forecast is on Elite (up to five pipelines) and Max (unlimited); reminders and tasks for follow-ups sit beside it.
Pipelines come with the Elite plan at $299.99/month (up to 5 pipelines) and the Max plan at $699.99/month (unlimited pipelines), next to reminders…
Marketing campaigns
Mass text and email campaigns to the customer list are listed only on Elite and Max, and the vendor publishes no per-message or campaign cost beyond the plan price; no postcard mail is offered.
Texts send through your own Twilio gateway and emails through SendGrid, both built in the same four-step campaign stepper.
Several locations
The Max plan includes four additional businesses under one account for owners of several companies or franchises; lower plans run a single business.
Max includes 4 additional businesses under one account.
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Job costing and reports
Per-job profit after labour, materials and expenses, plus technician-by-technician sales performance, needs Pro or above; Essentials and Beginner buyers cannot see job profitability.
Job costing is Pro and up; labor cost from tracked time comes with Time Tracker Pro (Elite and up), which multiplies each person's hourly rate by the…
AI features
AI drafts estimates from a photo, edits estimates and invoices by voice, runs CRM actions conversationally, generates after photos and drafts Google review replies, all metered in IQ Credits.
Every plan includes AI Autopilot, AI Copilot, AI Estimator, AI Smart Import and AI CSV import, the AI image and text generator, the AI before and…
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AI call answering add-on
The AI Virtual Call Team answers business calls 24/7 and books jobs into the calendar, included in every plan's price rather than sold as an extra; AI text auto-reply needs Pro.
The AI Virtual Call Team (24/7 call answering) is on every plan. AI auto-reply for texts is a separate feature, Pro and up.
QuickBooks Online
QuickBooks Online sync of invoices, payments, customers and sales tax starts at Pro and is absent on the two cheapest plans
Sync invoices, payments, customers, estimates, and your price book with QuickBooks Online automatically. Available on Pro, Elite, and Max plans.
QuickBooks Desktop
QuickBooks Desktop is explicitly unsupported and Xero is not mentioned anywhere.
On the page: Help center QuickBooks Integration article, summary line
Xero
QuickBooks Desktop is explicitly unsupported and Xero is not mentioned anywhere.
On the page: Help center QuickBooks Integration article, summary line
Zapier and API
Every plan includes a connector that links ChatGPT and Claude, and outgoing webhooks let other software such as Zapier receive your data. The key that lets Zapier send leads into the system comes only with the Pro, Elite, and Max plans.
Quick path to your Inbound API Key: Settings → Self-Service → Contact Forms → Quick Links → API Keys → Generate Key. Available on Pro, Elite, and Max…
Canada
Canada, the UK and Australia are never addressed.
Monthly USD pricing, November 2026. Extra users: $25/per-additional-user/mo on every plan, up to 100.
Australia
Canada, the UK and Australia are never addressed.
On the page: Online payments page, Plans section footnote
Free trial or free plan
Every plan has a 14-day trial with full access to that tier's features, so real jobs can be run through it, but a credit or debit card is required and there is no standing free plan.
QuoteIQ offers a 14-day free trial on every plan, including Max. A credit or debit card is required to start.
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Sign up without a sales call
Each plan card has a Start Free Trial button that goes straight to sign-up, and the vendor suggests testing a full job yourself; a demo is optional rather than required.
Start the 14-day free trial, connect QuoteIQ Payments or Stripe in Settings → Payments, and send your next invoice with a Pay button on it.
Help getting set up
The support team will walk you through setup and import your data, and AI Smart Import is on every plan; a fully done-for-you setup is sold separately for $299.99 or $999.99 one time.
Not tech-savvy? No problem. Our support team will walk you through setup step-by-step, import your data, and make sure you’re ready to go.
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Contract and cancelling
Month to month with no contract or cancellation fee, cancelled from account settings without a call; annual billing is optional and saves two months, and existing prices are locked on the same plan.
Yes. There are no contracts or cancellation fees. You can cancel your subscription at any time directly from your account settings.
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Support
Every plan, including Essentials, gets live support by email and text 24/7, plus a help center and video tutorials; phone support hours are not stated, and Max adds an account manager.
Live Support — Email and text support available 24/7
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Getting your data out
Data export is on every plan, covering customer lists, estimates, invoices, payments and reports, and your data stays available for export after you cancel until the billing period ends.
When you cancel, you'll continue to have access until the end of your current billing period. Your data remains available for export.
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QuoteIQ alternatives
All 9 alternatives6 more alternatives
7 of the 9 publish a price.
- ServiceM8Free, then $29 a monthJob management, scheduling, quoting, invoicing and card payments for small trade and service businesses.
- Service FusionOn quoteField service software with unlimited users on every plan and QuickBooks Online or Desktop sync from the base plan.
- GorillaDeskFrom $49 a monthPest and lawn service software billed by route, so office staff and crew who ride together add no cost.
- Service AutopilotFrom $49 a month billed annuallyRoute-heavy service business software built around Automations workflows and two-way QuickBooks sync.
Sources and changes
Last changed
Sources54
- myquoteiq.com/pricing
- myquoteiq.com/pricing/pro
- myquoteiq.com/
- myquoteiq.com/features
- myquoteiq.com/pricing/beginner
- myquoteiq.com/features/online-payments
- myquoteiq.com/pricing/essentials
- myquoteiq.com/pricing/max
- myquoteiq.com/features/estimates
- myquoteiq.com/features/gallery
- myquoteiq.com/features/scheduling
- myquoteiq.com/pricing/elite
- myquoteiq.com/terms-conditions
- myquoteiq.com/features/ai-smart-import
- myquoteiq.com/servicetitan-pricing
- myquoteiq.com/features/ai-auto-reply
- myquoteiq.com/features/ai-autopilot
- myquoteiq.com/features/before-after-photo-editor
- myquoteiq.com/features/client-database
- myquoteiq.com/features/employee-management-software
- myquoteiq.com/quickbooks-integration
- myquoteiq.com/compare/housecall-pro
- myquoteiq.com/compare/quickbooks
- myquoteiq.com/contact-us
- myquoteiq.com/docs/instaquote
- myquoteiq.com/features/chemical-tracking-software
- myquoteiq.com/features/contact-request-forms
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- myquoteiq.com/features/customer-self-quoting-software
- myquoteiq.com/features/export-data
- myquoteiq.com/features/google-calendar-sync
- myquoteiq.com/features/inspection-forms
- myquoteiq.com/features/InstaSchedule
- myquoteiq.com/features/inventory-management-software
- myquoteiq.com/features/invoicing
- myquoteiq.com/features/location-tracking
- myquoteiq.com/features/mcp
- myquoteiq.com/features/mobile-web-access
- myquoteiq.com/features/pipeline-software
- myquoteiq.com/features/review-multiplier
- myquoteiq.com/features/route-optimization
- myquoteiq.com/features/sales-tracker
- myquoteiq.com/features/text-blasts
- myquoteiq.com/features/time-tracker-pro
- myquoteiq.com/features/virtual-call-team
- myquoteiq.com/industries
- myquoteiq.com/industries/hvac-software
- myquoteiq.com/industries/pest-control-software
- myquoteiq.com/industries/pool-service-software
- intercom.help/quoteiq/en/articles/11429217-quoteiq-outbound-api-integrationIndependent source
- intercom.help/quoteiq/en/articles/14442827-client-portal-let-your-customers-view-estimates-invoices-submit-requestsIndependent source
- intercom.help/quoteiq/en/articles/14442991-quickbooks-integration-sync-invoices-amp-payments-automaticallyIndependent source
- intercom.help/quoteiq/en/articles/14788392-consumer-financing-offer-klarna-afterpay-affirm-on-your-invoicesIndependent source
- intercom.help/quoteiq/en/articles/17679117-best-crm-for-maid-service-and-cleaning-businesses-in-2026Independent source
What changed on this page2
- Field features
- Field features, terms
Similar in Field service software
See all in Field service software
- RazorSyncPlan-tier field service suite capped by user count, with QuickBooks sync and routing sold as per-plan add-ons.
- ServiceBridgeField service suite from a fleet tracking company, with live vehicle GPS built into the dispatch map.
- ServiceCoreDispatch, routing, unit inventory and batch billing built for portable toilet, septic, grease and dumpster haulers.
- ServiceMonsterField service CRM for cleaning and exterior-washing businesses: schedule, dispatch, invoice and market.
From our research
- What Is the Best Timesheet System for Small Businesses?Connecteam is free for small crews, Workyard prices per seat with location-checked timesheets, and Swept fits cleaning companies billed per site.
- The median field service tool cost $231 a month for 5 users in November 2026, and $339 for 10
- Best Free Timesheet Software for Small BusinessesConnecteam is the free pick, with its Small Business Plan free for life for small teams; Workyard offers a trial and Swept has no free plan.
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