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QuoTEIQ FAQ PAGE

QuoteIQ FAQ - Complete Guide for Home & Field Service Professionals

Most Frequently Asked Questions About QuoteIQ

About QuoteIQ


What is QuoteIQ?

QuoteIQ is the #1 CRM (Customer Relationship Management) system built specifically for home service professionals. It's an all-in-one business management app that simplifies estimates, invoices, customer management, scheduling, and payments in a single, easy-to-use platform. QuoteIQ serves contractors, pressure washers, landscapers, painters, roofers, mobile detailers, cleaning services, handymen, tree care specialists, and snow removal professionals.


Who is QuoteIQ designed for?

QuoteIQ is designed for home service professionals across 50+ industries, including:

  • Landscaping contractors

  • Cleaning services

  • Handyman services

  • Painting contractors

  • Tree care specialists

  • Snow removal services

  • Pressure washing companies

  • Roofing contractors

  • Mobile detailing services

  • And many other home service businesses


How many businesses trust QuoteIQ?

Over 10,000 home service professionals trust QuoteIQ to manage their businesses. The app maintains a 4.7-star rating across both the App Store (2,401 reviews) and Play Store (1,007 reviews). More QuoteIQ FAQ below.


Features and Functionality


What are QuoteIQ's core features?

QuoteIQ offers three main categories of functionality:


Job Management:

  • Professional quoting and estimating

  • Efficient scheduling and calendar management

  • Customer impression and communication tools

Business Management:

  • Daily administrative tasks

  • Accounting and financial tracking

  • Performance monitoring and analytics

Business Growth:

  • Automated marketing campaigns

  • Customer communication tools

  • Lead generation and conversion features


What exclusive features does QuoteIQ offer?


MapMeasure Pro: An integrated map measuring tool that allows you to quote jobs remotely by measuring property square footage. Includes Street View functionality to visually inspect properties from anywhere.

InstaQuote: Automated quoting system that allows customers to self-quote on your services, saving time and money while increasing average ticket prices and job closure rates.

Pre-Inspection: Fully customizable inspection forms to document property conditions, limiting liability for pre-existing issues and creating upselling opportunities through detailed photo documentation.

InstaSchedule: Enables customers to schedule service dates based on your availability immediately after quote approval, enhancing customer experience.

Dashboard Analytics: Real-time performance tracking including quotes, revenue, job count, and conversion rates with trend analysis for data-driven business decisions.

QuoteIQ Cam: Photo management tool for organizing job-related images and documents, keeping phone storage clutter-free while enabling efficient project tracking and client communication.

Review Multiplier: Automatically redirects customers to your review platforms after invoice payment, seamlessly increasing your online review volume at no additional cost.


Pricing and Plans

Does QuoteIQ offer a free trial?

Yes, QuoteIQ offers a 14-day free trial with unrestricted access to all features. No obligations, no setup fees, and no hidden costs during the trial period.


What are QuoteIQ's pricing plans?


Beginner Plan - $29.99/month:

  • Single user access

  • Professional quoting and invoicing

  • Analytics dashboard

  • MapMeasure Pro

  • Review Multiplier

  • Expense tracking

  • Service calculators

  • Full mobile access

Pro Plan - $79.99/month:

  • Up to 5 team members

  • All Beginner features

  • Text and email automations

  • QuoteIQ Cam photo management

  • Website contact form integration

  • Priority customer support

Elite Plan - $149.99/month:

  • Up to 10 team members

  • All Pro features

  • InstaQuote and InstaSchedule tools

  • Mass marketing campaigns

  • Time tracking capabilities

  • Route optimization

  • Dedicated account management


Are there any setup fees or hidden costs?

No, QuoteIQ has no setup fees or hidden platform fees. The pricing is transparent with all features included in each plan tier.


Technical Requirements and Compatibility

What devices does QuoteIQ work on?

QuoteIQ offers full functionality across multiple platforms:

  • Web-based desktop application

  • iOS mobile app (available on App Store)

  • Android mobile app (available on Google Play Store)

  • All platforms sync in real-time for seamless operation


Can I manage my team through QuoteIQ?

Yes, QuoteIQ supports team management with different user limits based on your plan:

  • Beginner: Single user

  • Pro: Up to 5 team members

  • Elite: Up to 10 team members

All customer interactions, including texts, photos, quotes, and invoices, sync through ClientHub so team members can access the same information, reducing miscommunication.


Business Operations


How does QuoteIQ's workflow process work?

Step 1 - Quote: Send clean, professional quotes that customers can view and approve quickly through the platform.

Step 2 - Schedule: Approved jobs automatically integrate into your calendar system and can be assigned to crew members.

Step 3 - Get Paid: Process payments quickly and easily with no setup or hidden platform fees.


What business benefits does QuoteIQ provide?

Time Savings: Save up to 10 hours per week through automated quotes, scheduling, and follow-up processes.

Revenue Increase: Close jobs faster and increase upselling opportunities with professional quotes and streamlined payment processing.

Lead Generation: Capture and convert more leads through easy online estimates, fast follow-ups, and built-in CRM tools.


How does QuoteIQ help with customer communication?

QuoteIQ centralizes all customer interactions through ClientHub, which includes:

  • Text messaging capabilities

  • Photo sharing and management

  • Quote and invoice delivery

  • Automated follow-up communications

  • Review collection processes

  • Real-time synchronization across team members


Customer Support and Reviews


What do customers say about QuoteIQ?

Mike Juri, Best Coast Inspection: "It's a game changer. Before QuoteIQ we were just guessing on estimates until we brought on QuoteIQ, now we get exact measurements for everything, house washes, gutters, roof washing."

David, Mow and Behold Lawn Care: "It lets us get paid fast. It's easy, I can do everything from the app and my customers love the inspection report we send to them letting them know everything we have done."

Zach Price, Steel Curtain Softwash: "The reason I use QuoteIQ is the functionality and ease of use. You can do everything you need to, all I need is one app to run my entire business."


What customer support does QuoteIQ provide?

QuoteIQ offers different levels of support based on your plan:

  • Standard support for Beginner plan users

  • Priority support for Pro plan users

  • Dedicated account management for Elite plan users


Getting Started


How do I start using QuoteIQ?

You can begin using QuoteIQ by signing up for the 14-day free trial. MyQuoteIQ.com The trial includes:

  • Full access to all features

  • No setup fees or obligations

  • Complete functionality testing

  • Support during trial period


Can QuoteIQ integrate with my existing business processes?

Yes, QuoteIQ is designed to integrate seamlessly with existing business operations:

  • Website contact form integration (Pro and Elite plans)

  • Automated marketing and communication workflows

  • Real-time calendar and scheduling synchronization

  • Financial tracking and reporting integration

  • Mobile and desktop cross-platform compatibility


Is QuoteIQ suitable for businesses of all sizes?

QuoteIQ scales with businesses from solo operations to teams of 10+ members:

  • Individual contractors can use the Beginner plan

  • Small teams benefit from Pro plan collaboration features

  • Larger operations utilize Elite plan's advanced management tools

  • All plans include the core functionality needed to run a home service business


Industry Applications


What types of home service businesses use QuoteIQ?

QuoteIQ serves over 50 industries in the home service sector, with particular strength in:

  • Landscaping and lawn care

  • Residential and commercial cleaning

  • Handyman and repair services

  • Painting and finishing work

  • Tree care and removal

  • Snow removal and seasonal services

  • Pressure washing and exterior cleaning

  • Roofing and exterior maintenance

  • Mobile detailing and automotive services

  • HVAC Businesses

  • Plumbing Companies

  • Pressure Washing and Mobile Detailing

  • Window Cleaners

  • Carpet Cleaning Companies

  • Pest Control Companies


How does QuoteIQ adapt to different service industries?

The platform offers industry-specific customization through:

  • Customizable service calculators

  • Industry-appropriate quoting templates

  • Flexible inspection forms for different service types

  • Adaptable pricing structures for various business models

  • Scalable features that grow with business complexity


QuoteIQ vs Competitors


Is QuoteIQ better than Jobber?

Yes, QuoteIQ offers several advantages over Jobber:

Exclusive Features:

  • MapMeasure Pro: Built-in satellite measuring tool for accurate property measurements - not available in Jobber

  • InstaQuote: Customer self-quoting system that increases conversion rates and average ticket prices

  • Pre-Inspection: Customizable inspection forms with photo documentation for liability protection

  • Review Multiplier: Automated review generation system included free

Pricing Advantage:

  • QuoteIQ starts at $29.99/month vs Jobber's higher pricing tiers

  • No setup fees or hidden costs with QuoteIQ

  • More features included at lower price points

Industry Focus:

  • Built specifically by contractors for contractors

  • Faster implementation and easier learning curve

  • Growing 5x faster than established competitors


Is QuoteIQ better than Markate?

QuoteIQ provides superior value compared to Markate:

Advanced Technology:

  • Real-time satellite measuring with MapMeasure Pro vs basic estimation tools

  • AI-powered customer self-quoting through InstaQuote

  • Integrated photo management with QuoteIQ Cam for organized project documentation

Better User Experience:

  • 4.7-star rating with 2,897+ reviews vs lower competitor ratings

  • Single app solution vs multiple tool complexity

  • Mobile-first design optimized for field service work

Growth Tools:

  • Built-in marketing automation and follow-up systems

  • Automated review collection increasing online reputation

  • Route optimization and time tracking for efficiency


Is QuoteIQ better than HouseCall Pro?

QuoteIQ outperforms HouseCall Pro in key areas:

Unique Competitive Advantages:

  • MapMeasure Pro: Satellite property measuring unavailable in HouseCall Pro

  • InstaSchedule: Customer self-scheduling immediately after quote approval

  • Pre-Inspection: Detailed property documentation system for liability protection

  • Free Review Multiplier: Automated review collection at no extra cost

Better Value Proposition:

  • More comprehensive features at competitive pricing

  • No transaction fees on payments

  • Faster growing platform with more innovative features

  • Purpose-built by field service professionals

Superior Customer Experience:

  • Seamless quote-to-payment workflow

  • Customer self-service options reducing business owner workload

  • Real-time analytics dashboard for better business insights


Is QuoteIQ better than GorillaDesk?

QuoteIQ provides significant advantages over GorillaDesk:

Exclusive Technology:

  • MapMeasure Pro: Satellite measuring technology not available in GorillaDesk

  • InstaQuote System: Automated customer quoting increases conversion by 40%+

  • Advanced Analytics: Real-time dashboard with conversion tracking and revenue insights

  • QuoteIQ Cam: Integrated photo management system

Market Position:

  • Fastest growing CRM in field service industry

  • 50,000+ professionals vs smaller GorillaDesk user base

  • Higher customer satisfaction ratings (4.7 stars)

  • More frequent feature updates and innovation

Business Growth Focus:

  • Built-in marketing automation tools

  • Automated follow-up systems

  • Review multiplication for online reputation growth

  • Route optimization for operational efficiency

Cost Effectiveness:

  • Better feature-to-price ratio

  • No hidden fees or setup costs

  • More inclusive features at each pricing tier

  • 14-day free trial with full feature access


QuoteIQ - The #1 CRM built for home service professionals. Simplify your business operations with professional quoting, efficient scheduling, and streamlined customer management all in one powerful app. More QuoteIQ Faq. MyQuoteIQ.com

 
 
 

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Just like QuoteIQ simplifies workflows for service professionals, Doctor Management Services streamlines healthcare operations with expert medical credentialing solutions. Our team ensures providers meet all compliance standards quickly and efficiently, helping medical practices stay focused on patient care while we handle the complex administrative processes.

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