QuoteIQ LLC Unclaimed

Streamline Home Service Management with Integrated Tools for Contractors.

Empower customers to quote and schedule seamlessly online with InstaQuote.

Empower clients to book appointments effortlessly, enhancing service efficiency.

Streamline client communications with dedicated messaging and calling features.

Streamline deal tracking and revenue forecasting visually for contractors.

Boost revenue by offering irresistible bundled services in one package.

Create detailed and trustworthy estimates that enhance customer confidence.

Easily capture and document every job with professional quality and efficiency.

End-to-end management of field operations including work orders, job lifecycle, scheduling, dispatch, invoicing, and mobile execution for service organizations.

Create flexible estimates, good/better/best quoting, and convert estimates into work orders to streamline sales-to-job workflows and improve close rates.

Drag-and-drop scheduling, real-time dispatch updates, GPS-based routing, and AI-assisted dispatching to optimize technician utilization and reduce missed appointments.

Agent–client communication and coordination features such as in-app messaging, push notifications, appointment scheduling, and collaboration tools to drive engagement and transaction progress.

Inventory tracking across locations and trucks, reorder alerts, transaction audit trails, and photo-based job documentation and inspection workflows.

QuoteIQ Platform

QuoteIQ Platform is an all-in-one field service management and CRM for home-service contractors. It unifies quoting, scheduling, dispatch, invoicing, crew management, inventory, and analytics into a single system designed to streamline contractor workflows. The platform includes AI-assisted editing, marketing automation, in-app client messaging, and built-in tools to help quote, schedule, dispatch, invoice, and analyze performance.

• Manage Estimates Efficiently With AI.
  Engage with a chat-based assistant to quickly modify estimates and invoices, significantly reducing the time spent navigating menus.
• Gain Instant Insights On Your Business.
  Access comprehensive analytics that provide valuable information for informed decision-making, optimizing operations and growth.
• Manages Products And Locations
  Efficiently organize and manage inventory items across various locations, ensuring easy access and comprehensive tracking.
• Enhance Customer Engagement Automatically.
  Leverage automation to keep clients informed and engaged, save time on communications, and boost customer retention.
• Maintain Optimal Stock Levels.
  Streamline inventory tracking with real-time visibility, ensuring accurate stock levels and efficient operations.
• Create Accurate Quotes in Minutes.
  Utilize AI to analyze photos and produce detailed, market-accurate estimates, enhancing quoting efficiency.
• Provides Accurate Stock Visibility
  Instant stock status updates help prevent shortages and overstock situations, enabling smarter inventory management decisions.
• Build Stunning Websites Quickly.
  Launch a captivating, professional website effortlessly, enabling contractors to establish an online presence instantly.
• Enhance Customer Communication.
  Utilize an integrated messaging system for seamless client interactions, keeping all communication within the platform.
• Quickly Manage Your Schedule.
  Efficiently organize appointments and job schedules directly within the platform, ensuring optimal operations.
• Triggers Timely Reordering
  Ensures that you never run out of critical items by notifying you to reorder when stock levels drop to predefined thresholds.
• Reach Your Audience Effectively.
  Efficiently communicate with existing customers through targeted campaigns, segmenting messages to maximize impact.
• Supports Comprehensive Transaction Tracking
  Records various inventory transactions to maintain accurate stock levels and history for better management.

InstaQuote

InstaQuote lets customers quote themselves and schedule appointments from your website. It embeds on any site via an iframe, enabling self-quote and self-schedule in one tool, with pricing tiers (Elite and Max) to match different business needs.

• Empower Customers
  InstaQuote allows customers to generate their own quotes and book appointments directly, enhancing convenience and reducing reliance on direct communication.
• Seamless Integration
  InstaQuote can be embedded on any website, allowing for easy integration into existing platforms and providing a unified user experience.
• Flexible Pricing Options
  Offering different pricing tiers, users can choose plans that best suit their business needs, ensuring affordability and scalability.
• Instant Cost Visibility
  Customers benefit from real-time pricing calculations, allowing for informed decision-making right at their fingertips.

InstaSchedule

InstaSchedule enables clients to schedule appointments themselves, reducing back‑and‑forth and accelerating the booking process. It integrates with the overall QuoteIQ workflow to streamline scheduling.

• Empower Clients To Book Themselves
  Clients can choose their preferred times and schedule appointments directly, leading to fewer missed communications and faster service.
• Synchronize Appointments With Jobs
  By integrating with the QuoteIQ workflow, InstaSchedule ensures that all appointments are tracked and managed in one easy-to-use platform, enhancing operational efficiency.
• Clients Can Schedule Anytime
  Customers can choose appointments according to their convenience, leading to greater satisfaction and reducing barriers to booking services.

ClientHub

ClientHub is an integrated client messaging hub inside QuoteIQ. It consolidates messages with a dedicated business number, and all conversations are logged, searchable, and synced across devices.

• Enhance Client Communication
  ClientHub provides a dedicated business number allowing seamless two-way messaging and calling. This feature ensures all communications remain professional and organized, eliminating the mixing of personal and business contacts.
• Quick Access to Conversations
  Easily find and reference past communications with clients as all messages are automatically logged and categorized within the system for quick retrieval.
• Centralize Messaging
  Messages exchanged through ClientHub are integrated directly within the QuoteIQ platform, making it easy to track and manage client interactions without leaving the application.
• Stay Connected Anywhere
  Maintain access to client discussions across various devices, ensuring that responses can be sent promptly no matter where you are.

QuoteIQ Pipelines

Pipelines is a visual pipeline CRM for home service contractors featuring Kanban and list views, unlimited stages, probability-weighted revenue forecasting, multi-assignee deals, attachments, and a 6-metric analytics dashboard. Included on Elite and Max plans.

• Gain Insights Instantly
  Provides critical insights into business performance using a user-friendly analytics dashboard that tracks key metrics.
• Visualize Your Pipeline
  Offers flexible views of your deals using Kanban boards and lists to suit your tracking preferences.
• Forecast Revenue Accurately
  Utilizes statistical forecasting to predict revenue based on individual deal probabilities, enhancing financial planning.
• Collaborate Efficiently
  Facilitates teamwork through multiple assignees on deals and the ability to attach necessary documents for better collaboration.

Package Estimate

Package Estimate lets you bundle services into pre-built packages, helping customers choose complete solutions while raising average ticket value and speeding up quoting. Examples show multi-service packages with bundled discounts.

• Offer Complete Solutions
  Customers can choose complete service packages, making decision-making easy and increasing satisfaction.
• Reduce Quoting Time
  Saves time by eliminating the need to calculate individual service costs for each quote.
• Increase Average Ticket Value
  Encourages customers to choose multiple services, raising total revenue per transaction.

Standard Estimates

Standard Estimates provides line‑by‑line itemization and branded, professional quotes with transparent pricing to build trust and clarity with customers.

• Enhance Your Brand Image
  Presenting a polished and professional quote elevates your brand's image and instills confidence in your customers.
• Promote Transparency
  Offering a detailed breakdown of costs ensures customers understand exactly what they are paying for, enhancing trust.
• Build Customer Trust
  Transparent pricing removes confusion and builds customer trust through honesty in financial dealings.
• Eliminate Surprises
  Full transparency in pricing prevents unexpected charges, making customers more likely to accept quotes.
• Impress Clients
  A professional presentation of estimates can significantly influence customer buying decisions.

QuoteIQ Cam

QuoteIQ Cam enables capturing and documenting job progress with built-in camera functionality to document site conditions and work.

• Capture Job Details Instantly
  Utilize the built-in camera to take high-quality photos and videos, creating a complete record of the job site. Everything is automatically saved to the cloud, ensuring no document is ever lost.
• Access Your Files Anytime
  Enjoy unlimited storage for all your job photos and inspection forms, easily accessible and organized by job and date.
• Streamline Your Documentation Process
  Build custom inspection forms or use pre-built options to document job conditions. Attach these forms directly to quotes and invoices for comprehensive job records.
• Enhance Your Presentations
  Utilize ghost overlay technology to align before-and-after photos perfectly, adding text and logos to create compelling marketing content.