---
title: QuoteIQ Reviews
meta_title: 'QuoteIQ Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how QuoteIQ works for a business like yours.
date_modified: '2026-06-04'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# QuoteIQ Reviews
**Vendor:** QuoteIQ  
**Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management)  
**Total Reviews:** 1
## About QuoteIQ
QuoteIQ is the definitive all-in-one CRM and business management software built specifically for home‑service professionals—whether you’re in pressure washing, landscaping, painting, pest control, HVAC, mobile detailing, or handyman services. Designed by contractor-led founders who scaled multi-truck service businesses, QuoteIQ brings every essential tool—quoting, invoicing, scheduling, payments, marketing, client communication, photo documentation, analytics, route optimization—into one cohesive, mobile-first platform, eliminating the need for third-party add-ons or expensive integrations . At its core, QuoteIQ accelerates lead-to-cash workflows with features like MapMeasure Pro, which lets you outline properties remotely via satellite or street view, calculate area or linear footage, and instantly populate pricing into your estimates—all from your phone or tablet . InstaQuote and InstaSchedule empower customers to generate quotes and book appointments online based on real-time availability, turning your website or social profiles into active sales channels . Once a job is booked, robust job and crew scheduling tools—with drag-and-drop UIs, “on-the-way” texts, and route optimization—keep your team organized and reduce no-shows. Meanwhile, QuoteIQ Cam captures before-and-after photos and inspection forms directly within each job, linking documentation, notes, and client approval into a single accessible record . ClientHub handles two-way business texting, keeping all communication in one place without resorting to personal lines . When work is complete, QuoteIQ lets you send branded invoices, collect payments online or in-person, track outstanding balances, and automatically trigger review requests via the built-in Review Multiplier to boost your Google reputation—all while consolidating tips, expenses, and team time tracking in one dashboard . Its real-time analytics dashboard provides visibility into revenue, conversion rates, lead sources, average ticket size, profit margins, and ROI—empowering data-driven decisions in the office or on the road . Unlike platforms that fragment functionality across multiple subscriptions and integrations, QuoteIQ delivers everything under one transparent pricing model that scales with your team—starting at $29/month for beginners, $79/month for Pro users, and $149.99/month for up to ten users in the Elite tier (). That flat-fee approach offers full feature access—InstaQuote, InstaSchedule, marketing campaigns, virtual call teams, dedicated account manager, route optimization, and more—without hidden fees or surprises . Today, over 10,000 service professionals trust QuoteIQ to streamline operations, save time, close more deals, and scale their businesses—without juggling multiple tools or subscriptions




## QuoteIQ Reviews
  ### 1. Disappointing Support and Setup Experience Owner with problems

**Rating:** 0.0/5.0 stars

**Reviewed by:** Jose V. | Owner operator, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 02, 2026

**What do you like best about QuoteIQ?**

It looked very good visually, but when I started using it it had a lot og bugs and they don't fic them quickly.

**What do you dislike about QuoteIQ?**

I initially thought the dashboard and reports were great, but when I started using it, I saw it didn't work. When I book appointments, they multiply the amount of the appointments in $ by two. When I contacted support to fix it, they took one week, and I didn't see any fix in that time. The initial setup wasn't easy at all. They don't help a lot during the setup.

**What problems is QuoteIQ solving and how is that benefiting you?**

None. actually. while I was trying to resolve the initial issues, two accounts were create and I was being charged membership fees for both. Whem I canceled, without knowing that the other one was still active since that is comething manage on their side and not something I can control, I later realized I was still being charge monthly. I send emails and they told me I had not canceled, even though I had proof of the cancellation emails. The issue was that the second account, which I had no access to and was not even aware of, was still active. I was charged for two more moths. When I reached out again, they finally looked into it and realized the situation. They initially only wanted to refund one month,  even though it was their mistake. I explained that I did not see why I should have to pay for a month when I had been dealing with this issue for iver 2 months and it was something they need to fix, not me.  I was then called at 9 pm and spoken to disrespectfully, being told "what the fuck is my problem?" and I was questioned about all those emails over just $40 ot $60 a month. I don't remember the exact amount. I was not being disrespectful at all. The issue was not the money itselft. if it is such a small amoutn, why not just refund it and move on? It feels like it's other people's money it doesn't matter, but when it comes to giving it back, ut suddenly becomes a big deal.



- [View QuoteIQ pricing details and edition comparison](https://www.g2.com/products/quoteiq/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-13+18%3A26%3A01+-0500&secure%5Bsession_id%5D=c55ed222-bf9e-4f7f-8806-23c5780c07ee&secure%5Btoken%5D=43da2e45ce4029977b2fe62f8ee50c919a56db99c20ed0f6e659a460c71c87d3&format=llm_user)

## QuoteIQ Features
**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Invoice Generation**
- Templates
- Digital Invoices
- Recurring Invoices

**Bill Generation**
- Templates
- Digital Billing
- Recurring Billing
- Hourly Billing
- Contingency Billing
- Project Billing
- Multi-Period Recurring Billing
- Recurring/Subscription Billing
- Deferred Billing

**Notifications**
- Confirmations & Reminders
- Appointment Follow-Up
- Scheduling Notifications
- Recurring Appointments
- Automated Scheduling
- Group Scheduling

**Generative AI**
- AI Text Summarization
- AI Image-to-Text
- Generative AI

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Before the Job**
- Calendar
- Dispatch
- Roles
- Booking

**Invoice Processing**
- Approvals
- Batch Processing
- Consolidation
- Match Invoices

**Bill Processing**
- Consolidation
- Batch Invoicing
- Management
- Compliance Management
- Purchase Order Management
- Document Management
- Email Management
- Client Management
- Dunning Management
- Master Data Management
- Refund Management
- Discount Management
- Sales Tax Management
- Subscription Management
- Recurring Invoicing
- Billing & Invoicing

**Settings**
- Time Zone Detection
- Availability Settings
- Blocked Time Settings

**On the Job**
- Location
- Employee Communication
- Client Notifications
- Field Sales
- Alerts/Notifications
- Real-Time Notifications
- Customizable Fields
- Multi-Location
- Payment Collection in the Field

**Analytics**
- Due Dates
- Cashflow
- KPIs
- Payment Tracking

**Integration**
- Accounting
- Payments
- ERP
- Mobile Payments
- CRM

**Personalization**
- Branding
- Links

**After the Job**
- Reports
- Analytics
- Billing & Invoicing
- Accounting Integration
- QuickBooks Integration
- Third-Party Integrations
- Customizable Reports

**Integration**
- Accounting
- Payments
- ERP
- Account Sync

**Integrations**
- Multi- Calendar Integration
- Website Integration
- Payment Acceptance
- Video Conferencing
- Communication

**Agentic AI - Billing**
- Autonomous Task Execution

**Additional Functionality**
- File Encryption
- Reporting & Statistics
- Alerts/Notifications
- Contact Database
- Third-Party Integrations
- AI Copilot
- File Sharing
- Purchasing & Receiving
- Multi-Language
- Activity Dashboard
- Customizable Invoices
- Real-Time Reporting
- Credit Card Processing
- Quotes/Estimates
- Fraud Detection
- Real-Time Data
- Generative AI
- Dynamic Pricing
- Credit Note
- Duplicate Detection
- Invoice History
- Reminders
- Billing Portal
- Accounting Integration
- Backup and Recovery
- Customizable Branding
- Bulk Send
- Invoice Creation
- Time & Expense Tracking
- API
- Customizable Reports
- Projections
- Multi-Currency
- Event Logs
- Invoice Processing
- Automated Receipt Matching
- Tax Calculation
- Payment Processing
- Data Import/Export
- Real-Time Analytics
- Client Portal
- Email Reminders
- Mobile Access
- Bank Reconciliation
- Transaction History
- Customer Accounts
- Customizable Fields
- PCI Compliance
- Audit Trail
- Multiple Payment Options
- Self Service Portal
- ACH Payment Processing
- Third-Party Integration
- Payment Tracking
- Batch Processing
- Approval Workflow
- For Small Businesses
- Tax Compliance
- Workflow Automation

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Text-to-Speech
- AI Image-to-Text
- Generative AI

**Agentic AI - Field Service Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Invoice Management**
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance

**Additional Functionality**
- Work Order Management
- Checklists
- Maintenance Scheduling
- Parts Management
- Service History
- Residential Properties
- Vendor Management
- Customizable Forms
- Purchase Order Management
- Mobile Access
- Dispatch Management
- Task Scheduling
- Calendar Management
- Asset Tracking
- Technician Management
- Status Tracking
- API
- Document Management
- Job Management
- Preventive Maintenance
- AI Copilot
- Real-Time Reporting
- Commercial Properties
- Real-Time Data
- Historical Reporting
- Contract/License Management
- Customer Database
- Barcode/Ticket Scanning
- Activity Dashboard
- Facility Scheduling
- Workflow Management
- Inspection Management
- Inventory Management
- Predictive Maintenance
- Routing
- Forms Management
- Chatbot
- Documentation Management
- File Storage
- Electronic Signature
- Self Service Portal
- Service Level Agreement (SLA) Management
- Personalization and Recommendation
- Resource Allocation
- GPS
- Reporting & Statistics
- Drag & Drop
- Quotes/Estimates
- Scheduling
- CRM
- Online Time Clock
- Workforce Management
- Activity Tracking
- Contact Database
- Productivity Analysis
- Prioritization
- Customizable Branding
- Price and Cost Calculations
- Performance Management
- Equipment Tracking
- Data Capture and Transfer
- Time Tracking
- Data Synchronization
- Secure Data Storage
- Location Tracking
- Route Optimization
- Offline Access
- Real-Time Updates
- Collaboration Tools
- Chat/Messaging
- Knowledge Management
- Electronic Payments
- Customer History
- Inventory Control
- Performance Metrics
- Project Management
- Client Portal
- Driver ETA
- Job Tracking
- Automated Scheduling
- Customer Management
- Reminders
- Work Order Creation
- Equipment Maintenance
- Data Import/Export
- Search/Filter
- Recurring Appointments
- Contractor Management
- Access Controls/Permissions
- Workflow Automation

**Agentic AI - Online Appointment Scheduling**
- Autonomous Task Execution
- Multi-step Planning
- Natural Language Interaction

**Additional Functionality**
- Access Controls/Permissions
- Customizable Forms
- Customizable Templates
- Availability Management
- Wait List Management
- Mobile Access
- Client Portal
- Data Import/Export
- Appointment Management
- Email Marketing
- Client Management
- Employee Management
- Client Database
- Online Booking
- Reporting & Statistics
- SMS Messaging
- Credit Card Processing
- API
- Multi-Location
- Email Management
- Customer History
- Calendar Management
- AI Copilot
- Activity Dashboard

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