QuoteIQ

1. Click Create account

   Open QuoteIQ and complete the Create account flow to register your company so you can access the dashboard.

2. Click Settings > Add company details & logo

   Open Settings, enter your company name and upload your logo so estimates and invoices display your branding.

3. Click Integrations > Connect Stripe

   Open Integrations (or Connect Stripe) and follow the Stripe connection prompts; once connected, payments from estimates and invoices will mark invoices as paid automatically.

4. Click Services > Add Service

   Open Services, click Add Service, enter a short Service name and one-line description, select Pricing Unit (square foot, linear foot, or per quantity), and set Typical duration and Minimum price.

5. Click Contacts > Import CSV or Add Customer

   Open Contacts, use Import CSV or Add Customer to populate client records, and tag each contact with a Lead Source (Google, referral, Facebook, etc.) for later reporting.

6. Click Estimates > New Estimate

   Open Estimates, click New Estimate, select the customer, choose an Estimate Style (Standard, Options, or Packages), and add the Services needed for the job.

7. Click the MapMeasure Pro icon next to a service

   For services priced by area/length, tap the little icon (MapMeasure Pro/map measuring tool) next to that service, plot property points on the satellite view to measure area or linear footage, and confirm to auto-fill the line item quantity.

8. Click a line item price to override

   If needed, click the line item price and type a flat override amount or adjust quantity so the estimate matches the negotiated scope.

9. Click Terms & Conditions or Settings > Insert Standard Terms and Attach Photos

   In the estimate editor, click Terms & Conditions to insert a saved standard terms set from Settings, and click Attach Photos to upload up to 5 photos (pre-existing damage, roof lines) so customers see job context.

10. Click Send > choose Email, Text, or Shareable link

    Click Send on the estimate, choose delivery via text, email, or a shareable link, and confirm; QuoteIQ will also trigger automated follow-ups on the schedule you control.

11. Click Estimates or Calendar event > Create Invoice

    After acceptance (or from a calendar event), open the Estimate or Calendar event and click Create Invoice; review line items, adjust scope or tax, optionally enable Allow tips, then click Send to deliver the invoice.

12. Click Make Recurring on an invoice > Select cadence

    For repeat work, open the invoice, click Make Recurring (or switch to Recurring), choose the cadence (weekly, monthly, etc.), and save so QuoteIQ issues invoices on schedule.

1. Click Scheduling

   Open the Scheduling area (QuoteIQ Scheduling) to access calendar views, drag-and-drop scheduling, color-coded views, and recurring job settings.

2. Click Recurring Job Automation

   Open Recurring Job Automation and create a repeating schedule for the customer (select weekly, bi-weekly, monthly, quarterly, annual, or custom) so jobs auto-populate on your QuoteIQ calendar without manual entry.

3. Enable automated appointment reminders

   Turn on automated appointment reminders in the scheduling settings to send SMS and email reminders before scheduled jobs to reduce no-shows; note that On The Way text notifications are available on Pro plans and above.

4. Click Invoice Subscriptions

   Open Invoice Subscriptions and choose Create a new Invoice Subscription for the repeat customer to start automated recurring billing.

5. Set the billing frequency

   In the Create a new Invoice Subscription flow, set the billing frequency to weekly, bi-weekly, monthly, quarterly, annual, or a custom schedule so QuoteIQ automatically generates and sends invoices on that cadence.

6. Enable Google Calendar sync

   Turn on Google Calendar sync in Scheduling to ensure recurring jobs created by Recurring Job Automation appear in your external Google Calendar and prevent scheduling conflicts.

7. Enable InstaSchedule (optional, Elite/Max)

   If you want customer self-scheduling, enable InstaSchedule (available on Elite and Max) so clients can book themselves and jobs flow into your QuoteIQ calendar automatically.

1. Click Estimates

   On the home screen, go over to Estimates and click it to open the estimates area.

2. Click Create an Estimate

   In the Estimates section, click Create an Estimate to start a new quote.

3. Find customer

   In the Create an Estimate screen, go through and find your customer from the customer selector.

4. Select Estimate Type and click Next

   Choose an estimate type (Standard estimate, Options estimate, or Package estimate) and then hit Next.

5. Choose service and use the calculator

   Select your service, use the calculator to compute the total (enter square foot price and square foot area) or enter a flat rate, then click Next.

6. Enter discounts, deposits, taxes and terms

   On the pricing screen, enter any discounts, deposits, and taxes, choose if you require a signature, enter terms and conditions or use the pre-made template, add a client message, and add a photo or footer title and footer description; then press Proceed.

7. Click PDF button to preview

   On the preview screen, click the PDF button at the bottom to view a PDF preview of the estimate before sending.

8. Click Share and choose delivery method

   Once satisfied with the preview, click the Share button and choose to send via Link, Text through the app, or Email; then hit Save and Exit.

9. Edit estimate

   If you need to change a sent or saved estimate, locate it on the dashboard, click the three little dots and hit Edit Estimate to reopen the estimate creation phase and update fields.

1. Click Dashboard

   Open QuoteIQ and click Dashboard to access your account controls and navigation menu where automations and communication tools are managed.

2. Click Automation settings

   From the Dashboard navigation, click Automation settings to open the central automation area where follow-ups, reminders, and sequences are configured.

3. Click Email & Text Automation

   Within Automation settings, click Email & Text Automation to create or edit outbound follow-up sequences and reminder messages that will be sent by email or SMS.

4. Set trigger to Quote (Estimate) and schedule timing

   Inside the Email & Text Automation workflow, select the trigger related to a quote/estimate being sent and set the timing to '24 hours after quote' (or your desired delay) to create an automated follow-up reminder.

5. Type message content and select channel

   In the same Email & Text Automation editor, type the follow-up message content, choose Email or SMS as the channel, and insert any available merge fields for client name or estimate details.

6. Click API Integrations

   If you need calendar or external routing triggers, click API Integrations from the Dashboard and configure webhook URLs to forward QuoteIQ events (for example, job scheduling events) to external services.

7. Click Conversational AI Agents

   To add automated outbound call reminders, click Conversational AI Agents on your Dashboard, build or deploy an agent campaign, and note that outbound calling uses IQ Credits as described in the Virtual Call Team docs.

1. Click Settings tab

   Open the app and click the Settings tab (the main hub for account configuration) to access company-level integrations and automation controls.

2. Click Twilio API settings

   Inside Settings, click Twilio API settings and follow the prompts to paste/connect your Twilio account credentials so QuoteIQ can send SMS from your account (the transcript notes you will need to connect Twilio to send text messages).

3. Click Gateways

   In Settings click Gateways and configure the gateway used for mass text and email campaigns — this is required before sending mass messages through the Mast text and email campaigns area.

4. Click Email automation templates

   From Settings open Email automation templates (or Email Automation) and click to create a new automation sequence; use the trigger picker to choose the trigger event (for example: Invoice paid or Estimate created).

5. Edit trigger, send type, and timing

   Within the Email automation editor pick the trigger event, set Send type (choose Email or SMS), set the send timing/duration (for example 11 months after Invoice paid), and enter the subject line and email body exactly in the template fields.

6. Click internal reminders / Users and permissions

   If you want internal alerts, click internal reminders inside the automation and then open Users and permissions to add the permitted user(s) who should receive those internal reminders.

7. Click Mast text and email campaigns

   Open Mast text and email campaigns, pick the gateway you configured, select the contact list or segment, compose the message, and send the campaign (the transcript specifies gateways are required for these campaigns).

8. Click Self- schedu and quote settings

   If you want customer-triggered workflows, open Self- schedu and quote settings to enable InstaQuote and self-scheduling so customer actions (self-quote or self-schedule) can trigger automations and calendar entries.

9. Click Notifications

   Open Notifications in Settings and enable app notifications so you receive alerts for estimate viewed/accepted/declined and automation-related events; use Support if any sending errors occur.

1. Click Calendar

   Open QuoteIQ and click Calendar in the left-hand menu to open your calendar view.

2. Click Create Event

   In the calendar view, click Create Event to start a new non-billable calendar entry (use Create Job only for billable work).

3. Enter event title

   Type a descriptive title (for example: CSM Weekly Meeting) into the event title field so the meeting is easy to identify on the calendar.

4. Set Start time and End time

   Choose the meeting Start time and End time for the weekly slot (e.g., Start 10:00 AM, End 10:30 AM) using the event time fields.

5. Set recurrence

   Open the recurrence options for the event, choose a weekly recurrence pattern, then Select an End Date for the recurrence (or leave open-ended if available).

6. Select Permitted User

   Under Permitted User pick the CSM's user account from the dropdown so the CSM is added to the event and sees it on their calendar.

7. Add Notes

   Type any meeting notes or agenda into the Notes field (example: Zoom link, agenda items, or contact phone) so it appears on the event details.

8. Click Confirm Schedule

   Review the event details and click Confirm Schedule to save the recurring weekly meeting to QuoteIQ (the event will appear on the QuoteIQ calendar and sync to connected Google Calendar).

1. Open Contacts page

   From the lefthand menu click Contacts page; add or locate the customer's contact record so addresses, previous estimates, invoices, inspection forms and messages are stored on that profile.

2. Open Estimate page and select customer

   From the lefthand menu open the Estimate page, then select the customer in the estimate creation screen (use an existing contact to attach the estimate to their profile).

3. Click Add service

   On the pricing screen click Add service to create or insert line-item services or packages; use saved services or create a job-specific service in the Services section.

4. Click Map icon

   On any square-foot or measurement-priced service click the little map icon (MapMeasure) to open the satellite measure tool, click around the area to measure, then close the map to return the square footage to the line item.

5. Click Save to estimate

   After measuring or editing a line item click Hit save to estimate so the item and its calculated price are added into the current estimate.

6. Click paper airplane icon

   From the estimate review page click the paper airplane icon and choose text or email, or copy the customer link (Copy the link) to send the estimate to the customer.

7. Click Schedule from estimate

   In the estimate pipeline open the job and click Schedule; set the date and time in the scheduling modal and choose reoccurring if needed.

8. Select Custom option

   If you want advanced recurrence choose the Custom option in the reoccurring settings and configure frequency (every X days, every two weeks, specific weekday patterns, first Monday of the month, etc.).

9. Assign employees and confirm scheduling

   In the scheduling modal assign employees or a crew, add job notes if needed, then confirm the scheduling; self-schedule requests will appear under Inbox → schedule requests for owner approval and confirmed schedules become Job Cards visible in Job list page and Calendar.

10. Mark job complete and hit Invoice

    When the job is done open the Job Card from Calendar or Job list page, click Mark it as complete (Complete job), then click Hit invoice to convert job data into a final invoice and send or mark as paid.

QuoteIQ is an all-in-one CRM and field service platform built for home service contractors that handles estimating, scheduling, invoicing, crew management and customer communication from a single app.

QuoteIQ has five monthly tiers with no per-user fees. Plans start at $29.99/month (Essentials) and go up to $399.99/month (Max); a 14-day free trial is available.

No — QuoteIQ does not charge per user. Each plan includes a set number of users at a flat monthly rate.

Yes. QuoteIQ offers a 14-day free trial on all plans with no credit card required.

No. QuoteIQ is built as a self-contained platform with core features in-house; optional integrations like QuickBooks are available on higher plans.