QuoteIQ
Paid RequiredSee pricing & details →
How to in QuoteIQ
- Click Create account: Open QuoteIQ and complete the Create account flow to register your company so you can access the dashboard.
- Click Settings > Add company details & logo: Open Settings, enter your company name and upload your logo so estimates and invoices display your branding.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
- 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.
FAQ for QuoteIQ
Can I take payments directly from the estimate or invoice?
Yes — connect Stripe via Integrations/Connect Stripe and customers can pay online; when a payment posts in Stripe the invoice is marked as paid automatically.
Which estimate style should I use for upsells?
Use Options for obvious upsells customers can toggle on/off and Packages for tiered outcomes (bronze/silver/gold), while Standard is best for simple single-service jobs.
What if the MapMeasure satellite or street view is unavailable for a property?
If GPS/street view or satellite imagery is missing, manually measure or enter a quantity for the service line item and optionally attach photos; QuoteIQ supports both manual overrides and photo attachments.
What if a customer doesn't pay after I send an invoice?
Ensure Stripe is connected so payments post automatically, then use automated follow-ups (texts/emails) configured in the platform and review invoice status in the dashboard to escalate collections.
Common mistakes when using QuoteIQ
Forgetting to connect Stripe before sending invoices, so 'paid' status never updates.
Open Integrations (Connect Stripe) and complete the Stripe connection flow before sending invoices so online payments auto-mark invoices as paid.
Adding a service without choosing the correct Pricing Unit (square foot vs linear foot), causing incorrect quantities from MapMeasure Pro.
Edit the Service in Services and set the Pricing Unit to square foot or linear foot before using MapMeasure Pro so the measured area multiplies by the correct rate.
Sending an estimate without terms and a deposit when the job requires a prepayment.
In the estimate editor insert your saved Terms & Conditions (from Settings) and enter a Deposit as a dollar amount or percentage so the invoice reflects the required prepayment.
Relying on automated follow-ups without confirming delivery method, resulting in customers never seeing estimates.
When clicking Send choose the correct delivery method (Email, Text, or Shareable link) and verify contact information under Contacts before sending.