What QuoteIQ does

QuoteIQ is an all-in-one CRM and field service management (FSM) platform purpose-built for home service contractors — solo operators through multi-truck franchise operations across 50+ trades including pressure washing, HVAC, plumbing, roofing, electrical, landscaping, pool service, cleaning, and painting. The platform consolidates 32+ features (estimating, scheduling, invoicing, customer communication, crew management, payments, job costing, AI tools, phone system, photo management) into a single cloud application with one database, one login, and one bill, eliminating the multi-integration stacks required by competitors such as Jobber, Housecall Pro, and ServiceTitan. Native iOS and Android apps make the platform mobile-first, designed for use directly from contractor vehicles and job sites.

The core technology stack centers on a tiered subscription architecture (Essentials at $29.99/month through Max at $699/month, with no per-user fees on any tier), augmented by an AI feature suite spanning AI Autopilot (35+ natural-language CRM voice/text actions), AI Copilot (in-document editing), AI Estimator (photo-based quote generation), Virtual Call Team (24/7 AI receptionist), Before/After AI (image transformation), AI Text Generator, AI Website Builder, and AI Smart Import. The platform also embeds proprietary utility features including MapMeasure Pro (satellite-based property measurement), InstaQuote and InstaSchedule (customer self-service widgets), ClientHub (business phone system), EmployeeHub (workforce management), and native QuickBooks Online integration. AI features are metered through a usage-based IQ Credits layer on top of base subscriptions.

The business model is exclusively SaaS subscription (plus usage-based AI credits and 40% recurring affiliate commissions), with a product-led growth motion anchored by a 14-day free trial and month-to-month pricing with no annual contract required. The company is self-funded by co-founders Mike Vidan and Justin Rogers — both active contractors who leverage their personal YouTube channels (combined 1.28M+ subscribers) as the primary distribution channel — and is headquartered in Savannah, Georgia. QuoteIQ claims 40,000+ active users with a 4.7-4.8 star rating across 4,100+ reviews, and serves only the U.S. domestic market.

Name

QuoteIQ

Legal name

QuoteIQ

Website

https://MyQuoteIQ.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

11–50 employees

Short description

QuoteIQ is an all-in-one AI-powered CRM and field service management platform serving 40,000+ SMB home service contractors (HVAC, plumbing, roofing, electrical, landscaping, cleaning, and 50+ other trades) via tiered subscriptions from $29.99 to $699 per month, self-funded and based in Savannah, Georgia.

Ownership category

akta.pro rank

Product category

Field Service Management Software

NAICS

Custom Computer Programming Services (541511)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Field Service Management (FSM) & Dispatch Platforms (HDAEALAM)

Keywords

• Field service management
• Home service CRM
• Contractor estimating software
• Service business invoicing
• AI field service tools

Headquarters

HQ city

Savannah

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. SaaS Subscription - Essentials Plan: Entry-level subscription at $29.99/month for solo operators. Includes core quoting, invoicing, scheduling, full AI suite (Autopilot, Copilot, Estimator, Virtual Call Team), online payments, Client Portal, Consumer Financing. 1 user, 500 IQ Credits/month.
2. SaaS Subscription - Beginner Plan: Small crew plan at $74.99/month. Includes everything in Essentials plus MapMeasure Pro, QuoteIQ Cam, Review Multiplier, Mass invoicing, E-signatures. 2 users, 1,500 IQ Credits/month.
3. SaaS Subscription - Pro Plan: Growing crews plan at $149.99/month. Includes everything in Beginner plus ClientHub business phone system, Email & Text Automation, Job Costing, QuickBooks export. 4 users, 3,000 IQ Credits/month.
4. SaaS Subscription - Elite Plan: Established multi-truck operations plan at $299/month. Includes everything in Pro plus InstaQuote, InstaSchedule, Mass Campaigns, EmployeeHub with Time Tracker Pro & Team Communication, Pipelines, Inventory, Route Optimization & Dispatching. 10 users, 5,000 IQ Credits/month.
5. SaaS Subscription - Max Plan: Large operations & multi-location franchises plan at $699/month. Includes everything in Elite plus Sales Team Tracker & full Crew Management, AI Website Builder, unlimited team accounts, 4 additional businesses. Unlimited users, 8,000 IQ Credits/month.
6. IQ Credits Top-Up: AI features (Autopilot voice commands, Copilot edits, Estimator quotes, Before/After AI, Virtual Call Team calls, AI Text Generator) are metered via IQ Credits included in each plan. Users can top up credits without upgrading plans when they need additional AI usage.
7. Affiliate Program Commissions: Referral program pays 40% commissions to affiliates who share QuoteIQ with other contractors. Recurring commission structure for referred subscribers.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels10 records

Core offering

QuoteIQ is an all-in-one cloud-based CRM and field service management (FSM) platform built mobile-first for home service contractors. It unifies estimating, scheduling, invoicing, crew management, customer communication, and an AI suite (Autopilot, Estimator, Virtual Call Team, Before/After AI) into a single subscription product, replacing fragmented tool stacks used by contractors in pressure washing, HVAC, plumbing, roofing, electrical, landscaping, and 50+ other trades.

Product overview

QuoteIQ is an all-in-one CRM and field service management (FSM) platform for home service contractors. It operates as a single unified application with all features built in-house — spanning core job management (Standard Estimates, Options Estimates, Package Estimates, Scheduling, Route Optimization, QuoteIQ Cam, Inspection Forms, Inventory Management), team management (EmployeeHub, Time Tracking Pro, Crews, Live GPS Tracking, Sales Team Tracker, Team Communication, Roles & Permissions), financial operations (Invoicing, Online Payments, Job Costing, Mass Invoicing, Business Analytics, QuickBooks Integration), customer acquisition and retention (InstaQuote, InstaSchedule, Pipelines & Deals, Review Multiplier, Mass Campaigns, Email & Text Automation, ClientHub), and an AI suite (AI Autopilot, AI Copilot, AI Estimator, Virtual Call Team, Before/After AI, AI Text Generator, AI Image Generator, AI Website Builder, AI Smart Import, MapMeasure Pro). The platform is organized into five tiered subscription plans (Essentials at $29.99/mo, Beginner at $74.99/mo, Pro at $149.99/mo, Elite at $299/mo, Max at $699/mo) differentiated by user counts and feature access. It serves 40,000+ active users across 50+ home service industries.

Differentiator

Problem solved

Functional benefit

Products and services

• QuoteIQ Platform Cloud-based, mobile-first field service management platform for home service contractors offering unified quoting, scheduling, invoicing, crew management, customer communication, AI automation, satellite measurement, and customer self-service tools. Sold via five tiered subscription plans (Essentials, Beginner, Pro, Elite, Max) with no per-user fees; serves 40,000+ active users across 50+ home service trades.

Quantifiable outcome

• 45-90 minutes saved per estimate with AI Estimator and MapMeasure Pro (vs manual measuring)
• +6 more outcomes

Named customers10 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability8 records

Feature17 records

Scale indicators6 records

Recent moves5 records

Expansion highlights6 records

Market position

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/quoteiqcrm?s=21
• YouTubeyoutube.com/@MyQuoteIQ
• Facebookfacebook.com/share/1FeACZRSMa/?mibextid=wwXIfr
• Instagraminstagram.com/quoteiq_crm
• LinkedInlinkedin.com/company/quoteiq

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about QuoteIQ