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QuoteIQ:Frequently Asked Questions

Updated: 2 days ago

Trust & Transparency at QuoteIQ


At QuoteIQ, transparency isn’t a slogan—it’s a requirement. We’re a self-funded software company built by service business owners, for service business owners. That means we design our platform intentionally, communicate openly, and improve based on real user feedback.


Below are clear explanations addressing common questions and misconceptions you may see online.



Team Size & Scalability


QuoteIQ supports businesses ranging from solo operators to teams of 30 users, with several customers operating 60+ total employees across office staff, field crews, and call handling. The platform is structured to scale operationally without introducing unnecessary enterprise complexity that slows teams down.


QuoteIQ is designed for growing service businesses that need clarity, speed, and flexibility—not rigid corporate ERP systems.



International Use & Currency Support


QuoteIQ is a multi-national platform with users operating around the world. We support all currencies through our payment processor, Stripe, which handles global transactions, currency conversion, and compliance automatically.


This allows international businesses to quote, invoice, and collect payments without currency-related limitations.



Workflows & Automation


QuoteIQ includes customizable Pipelines that allow businesses to build workflows around how they actually operate. Pipelines can be used for sales processes, job progression, internal tasks, and follow-ups.


Automation exists where it adds value, while still allowing human oversight where service businesses need flexibility. The goal is efficiency without forcing users into rigid, one-size-fits-all processes.



Customer Support & Company Growth


Support has been one of QuoteIQ’s largest improvements over the past 12 months.


In the early stages, the company operated lean, with founders directly handling many support requests. As the platform grew, QuoteIQ invested heavily in support infrastructure. Today, users have access to:

• 24/7 live customer support

• Dedicated onboarding specialists

• A full call center

• Video tutorials and documentation


Many users still highlight the founders’ hands-on involvement and responsiveness, which has directly influenced product improvements and user experience.



Security & Data Protection


QuoteIQ follows modern SaaS security standards, including:

• Encrypted data transmission

• Secure authentication and role-based access controls

• PCI-compliant payment handling via Stripe

• Strict internal access controls


User credentials are protected, and support does not require sharing login information as a standard practice. Security policies continue to evolve alongside the platform.



Subscription Cancellation


Cancellation is simple and transparent. Users cancel wherever the subscription was originally purchased:

• Apple App Store subscriptions are canceled through Apple

• Google Play subscriptions are canceled through Google

• Direct subscriptions are canceled inside the app or on the QuoteIQ website


There are no long-term contracts or hidden cancellation barriers.



Mobile & Desktop Experience


QuoteIQ’s mobile apps and desktop platform are mirror experiences. The same tools, workflows, and layouts exist across devices so users can move seamlessly between office and field without relearning the system.



Marketing & Visibility


QuoteIQ is a self-funded startup competing against multi-billion-dollar, venture-backed software companies. Like many small businesses, we leverage every available platform to build visibility.


This includes grassroots, community-driven, and direct marketing strategies—similar to the boots-on-the-ground tactics service businesses themselves use to compete in crowded markets.



Final Note


QuoteIQ is not built to be everything for everyone. It is built intentionally for service businesses that value transparency, control, and tools designed around real workflows.


Most online criticism stems from mismatch—not misconduct. We believe informed decisions are better decisions, and we’re always open to direct conversations.


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