QuoteIQ Review: Which Plan Fits an Exterior-Service Business?

QuoteIQ is a conditional choice for exterior-cleaning and lawn-care businesses that want property measurement, job photos, estimates and invoices together. Its Beginner plan page describes that connected workflow. Buy only after confirming the required plan, usage charges and the workflow details QuoteIQ’s own pages describe differently.

Businesses requiring two-way accounting sync, automatic labor costing or guaranteed phone-number portability should confirm those requirements in writing or look elsewhere. QuoteIQ’s operational guides describe one-way QuickBooks sync and manual labor entry, while its terms provide no obligation to release provisioned numbers.

This review draws on QuoteIQ’s published pricing, help documentation and terms, and on individual customer reviews. Prices, plan features and terms were checked on October 7, 2026.

What does QuoteIQ cost now?

QuoteIQ’s pricing guide identifies these as October 2026 prices for new subscriptions. Annual amounts are paid upfront.

The same pricing guide publishes Essentials at a $25 monthly equivalent billed annually. Its $299.99 upfront commitment is the lowest published annual entry price.

Several sales pages still show different figures. The Beginner page lists $74.99/month and $749.99/year; the Pro page lists $149.99/month and $1,499.99/year. The October pricing guide explains the price change and grandfathering, and the main pricing page also shows $99.99/month for Beginner and $199.99/month for Pro, so new buyers should budget from the table.

The EmployeeHub feature page advertises Elite at $249.99/month with 15 users; the QuickBooks feature page shows 7 on Elite and Max at $399.99/month with unlimited users. The Max plan page also promises unlimited seats. Budget from the current pricing guide: 10 included on Elite and 20 on new Max subscriptions; pre-October Max subscribers retain 200. Confirm at checkout because feature pages show 7, 15 or unlimited users on Elite and Max.

QuoteIQ’s pricing guide allows up to 100 extra users at $25 per additional user per month, billed as a separate monthly subscription. The owner and pending invitations count; excess users must be removed before downgrading.

Buyer warning: The Pro and Elite plan pages say extra users require an upgrade, while the pricing page, pricing guide and terms list $25 monthly seats. Budget using the latter figures, but confirm the seat charge at checkout before relying on the five-person total.

Assuming five logins and monthly billing, Pro plus one extra user totals $224.99/month under the pricing guide. A team needing EmployeeHub should instead budget $299.99/month for Elite and confirm access, because extra seats do not unlock higher-tier tools.

Which plan should a contractor choose?

Essentials suits an owner who already measures and documents work elsewhere. Beginner is the more relevant starting point for exterior estimates because QuoteIQ’s pricing guide places satellite measurement, job photos and expense tracking there.

Buyer warning: QuoteIQ’s pricing page lists online booking on every plan and portal self-scheduling on Pro, but its pricing help guide explicitly requires Elite for every customer self-booking route. Budget $299.99/month for Elite if live customer booking is essential, and confirm access before subscribing.

The Review Multiplier guide separates the dashboard and post-payment redirect, available on every plan, from automated email/SMS review requests on Elite and Max. A shop buying mainly to automate review invitations should test that sending workflow.

For new buyers, named crew creation and scheduling require Max according to the crew-management guide, despite the broader Elite presentation on the EmployeeHub page. Elite plans bought before April 2, 2026 can still create crews and assign them to jobs. Budget from the guide and demonstrate crew assignment before choosing a tier.

Where does the workflow need manual work?

The terms make the contractor responsible for checking AI prices and images, so review quantities, access conditions and scope before sending a quote.

Buyer warning: The Job Costing feature page claims access from Beginner and automatic labor transfer, while the Job Costing help guide requires Pro and manual labor entry on every eligible plan. Budget for Pro at $199.99/month plus the administrative work; upgrading to Elite or Max does not remove that manual step under the help guide.

Other limits matter when replacing existing systems:

• Time and payroll: The Time Tracker guide confirms separate time records and labor-cost entry, with Time Tracker Pro and GPS tracking available on Elite and Max. The Max page says QuoteIQ neither runs payroll nor calculates overtime automatically; retain a payroll process.
• Inventory deductions: QuoteIQ’s materials guide says linked stock deducts when an invoice is paid. Deposits need the explicit deduction option, so test this against when materials leave the truck.
• Receiving stock: The inventory feature page says marking an order received updates stock automatically. The inventory help guide requires a separate Receipt transaction; confirm the sequence before relying on counts.
• GPS history: The Elite page promises complete trip logs, but the terms say historical location logs are not maintained. Plan around live visibility and confirm any historical evidence requirement.

QuoteIQ’s own Markate comparison says QuoteIQ lacks change orders and mileage logging. A remodeler needing formal scope revisions should evaluate that gap before moving contracts into the system.

What do the integrations actually support?

The QuickBooks integration guide includes the connection on Pro and above with no extra QuoteIQ fee. A separate QuickBooks Online subscription is required.

Buyer warning: The Pro page promises two-way accounting, including returning payment status, but the troubleshooting guide explicitly describes one-way transfer from QuoteIQ. Budget for the latter workflow and keep the purchase conditional if office staff need QuickBooks edits to return automatically.

The operational rules are specific:

• Supported products: QuoteIQ’s troubleshooting guide excludes Desktop, Solopreneur and Self-Employed.
• Record order: The same guide says to resolve Contacts, Services, Estimates and Invoices in that order.
• Payments and expenses: The integration guide promises automatic payment transfer; the Pro page adds expenses. The troubleshooting guide lists only contacts, services, estimates and invoices, using Start Sync Now. Have the bookkeeper verify payment, expense and automatic-sync coverage.

QuoteIQ’s pricing guide lists two-way Google Calendar sync from Beginner, metered per event. It also documents a Pro-and-above inbound contact-form API for Zapier and custom webhooks. Verify the required trigger and record action before relying on broader automation.

How much do usage credits cover?

QuoteIQ’s credit guide lists monthly paid allowances of 500, 1,500, 3,000, 5,000 and 8,000 credits across the tiers. Unused monthly credits do not roll over. Top-ups cost $25 for 2,500, $50 for 5,000, $100 for 10,000 or $250 for 25,000 credits. The same guide says AI features stop when credits run out, until the cycle resets or more credits are purchased.

QuoteIQ’s terms make purchased credits non-refundable, even unused, and say they expire without value when the account is cancelled.

Budget across the whole workflow:

• Human calls and texts: The ClientHub guide lists approximate costs of 4 credits per SMS, 5 to 10 per MMS, 5 per inbound call minute and 7 per outbound minute. Its feature page claims no messaging or per-minute fees; budget from the guide and confirm metering.
• Proposals: The proposal guide charges 100 credits once per estimate on Essentials, Beginner and Pro. Resending is free; trials, Elite and Max waive the charge, despite per-send wording on the Essentials page.
• Routing: The routing feature page says no extra cost, while the routing guide specifies credits per leg. Confirm the rate and budget metered usage.

At 125 credits per AI call minute, the Virtual Call Team guide equates paid allowances to 4, 12, 24, 40 and 64 minutes if every credit goes to calls. Its setup instructions mention purchasing a Lite/Pro add-on, while the feature page says no add-on is required; confirm whether live calls need that purchase.

The credit guide lists a $1.25 call base fee and $1.25 per minute after the first minute, while the AI-agents guide lists $1.25 initially and $0.017 per subsequent second. Both describe a $25 auto-recharge below 10 minutes; budget conservatively from the higher rate and confirm whether cash charges supplement or replace credits before forwarding live calls.

What else raises the bill?

QuoteIQ’s pricing guide lists several costs beyond seats and credits:

• Storage: The guide lists 25 GB, 125 GB, 250 GB, 500 GB and 1 TB. Monthly packs add 100 GB for $9.99, 500 GB for $34.99 or 2 TB for $99.99.
• Websites: The guide prices AI Website Builder at $34.99/month below Max; Max includes it.
• Setup: The guide lists optional Done For You at $299.99 once and Done For You Plus at $999.99 once.
• Additional Businesses: The guide lists a paid add-on below Max without publishing its price; Max covers the first four additional businesses.

The Beginner page promises unlimited photo storage, while the pricing guide describes capped File Manager storage and paused uploads at the limit. Budget for the cap and confirm which photos consume it.

QuoteIQ’s terms specify Whop for new subscriptions and Stripe for legacy accounts, despite Stripe-only wording on the pricing page. The pricing help guide promises same-day financing proceeds; the pricing page makes settlement provider-dependent. Obtain account-specific fees and payout terms.

What do customers report?

QuoteIQ has 4.72/5 from 3,389 Apple App Store ratings on its App Store listing, and 4.4/5 from approximately 1,200 Google Play reviews on Google Play. Capterra shows 5.0/5 from 6 reviews, a small sample with four dated March 13, 2026 and one marked vendor-referred. G2 displays 0.0/5 from 1 review, alongside a one-star distribution for that account.

On Capterra, Tristan J., March 13, 2026, described easier pressure-washing estimates, scheduling and follow-ups, with initial setup time. Phil K., the same date, praised flexible quoting and responsive support while noting the learning effort. These are individual accounts; the detailed business-review sample is small.

On G2, Jose V., May 2, 2026, alleged appointment amounts doubled, fixes were slow and duplicate accounts caused continued billing after cancellation. He also alleged a disputed refund and disrespectful support contact. That serious single report supports checking invoice totals, active subscriptions and cancellation confirmations before a full migration.

What happens during trial and cancellation?

QuoteIQ’s billing guide offers a 14-day, card-required trial with 250 credits on every tier, conflicting with full paid allowances on the Beginner, Pro, Elite and Max pages. Budget for 250: two AI call minutes under the credit guide, enough for a demonstration but too little to assess normal call handling.

The AI-agents guide separately offers free in-app Test Agent calls. Use those for tuning before spending the live allowance.

The billing and exit rules deserve a checklist:

• Changing trial plans starts billing: The billing guide says upgrading or downgrading ends the trial and charges immediately. Paid upgrades are prorated; paid downgrades wait until cycle-end.
• Trials and promotions: The terms allow one trial per person, business or payment method. Promotional annual purchases have no trial unless granted in writing, charge the full annual amount immediately and normally renew at standard pricing.
• Renewal price: The terms renew at the then-current price, while the pricing page promises a price lock on the same active plan; allow for renewal increases unless QuoteIQ confirms the lock in writing.
• Refunds: The terms make all fees non-refundable, including unused time and downgrades. Annual plans cannot end mid-term as a right; discretionary early refunds may deduct 15% of unused subscription value, subject to legal and billing-error exceptions. The billing guide says switching annual billing to monthly applies at renewal.
• Cancellation and data: The terms stop renewal, retain paid-term access, then allow 30 days read-only before deletion. The Elite page promises restoration within 90 days; budget from the shorter deadline and export before access ends.
• Phone numbers: The terms reserve number ownership and impose no port-out obligation. The ClientHub guide says support provisions numbers, which cannot later be changed. Confirm portability before printing one on vehicles.
• Outstanding balances: The terms authorize card charges for disputes, chargebacks and negative balances after cancellation until resolved.
• Disputes: The terms require binding individual arbitration for most disputes, with a 30-day opt-out after first acceptance, and a one-year claims limit except where prohibited.

QuoteIQ’s billing guide directs direct-billing cancellation through Resources → Subscriptions; store purchases require store cancellation. Seasonal pauses last 30, 60 or 90 days before billing resumes. Start monthly because annual refund restrictions make a commitment costly to reverse.

Should a contractor buy QuoteIQ?

Shortlist QuoteIQ when measurement, job documentation and customer paperwork are the main problems. Require a successful estimate-to-payment workflow, a reconciled accounting transfer and written confirmation of the features QuoteIQ’s own pages describe differently before committing. A shop needing automatic labor costing, two-way accounting or guaranteed number portability should confirm those requirements in writing or keep looking.