QuoteIQ Free Trial —
The Contractor CRM That Actually Fits Small Teams
QuoteIQ packs quoting, scheduling, invoicing, mass texting and an AI website builder into one tool — starting at $29.99/month. Here's what to test in your trial and who it's actually built for.
Bernard Guido — 25 years in trade operations, built and ran CRM systems for high-volume dispatch. About Bernard
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Is QuoteIQ the right fit for your business?
QuoteIQ is built for small-to-mid operations. Before you start, check these two columns.
Good fit ✓
- 1–15 technician operations in any home service trade
- Contractors currently quoting on paper or by phone
- Businesses that want AI tools without enterprise pricing
- Solo operators who need a website + CRM in one package
- Teams that need to go live fast — setup in under an hour
Not the right tool ✗
- 20+ tech enterprises needing advanced dispatch boards
- Operations requiring deep ERP or payroll integration
- Businesses that need the Jobber or ServiceTitan ecosystem (integrations)
- Companies that need offline-first mobile for zero-signal job sites
What to test in your free trial
Don't just click around — run these 8 tests. They reveal whether QuoteIQ fits your actual workflow.
Build a professional quote in under 3 minutes — test the AI suggestions
Critical test — make or break for most contractors
Schedule a job and check the mobile experience on your phone
Critical test — make or break for most contractors
Send an invoice and test online payment collection
Critical test — make or break for most contractors
Try the AI website builder if you don't have a site yet
Critical test — make or break for most contractors
Set up recurring jobs for maintenance contracts
Test mass SMS — can you reach all clients in one click?
Check the client portal — what does your customer see?
Connect your accounting software (QuickBooks etc.)
QuoteIQ pricing — the honest picture
Prices verified April 2026. All plans include unlimited clients and jobs.
Essentials — 1 user
Quoting, scheduling, invoicing, client portal
Beginner — 2 users
Everything + team features & reporting
Most popular
Pro — Up to 5 users
Adds AI tools, mass texting, advanced automation
Elite — Unlimited
Full feature set, priority support, custom workflows
Commissions are recurring — you earn every month for the lifetime of the customer.
Bernard's Verdict
QuoteIQ fills a gap the big platforms ignore
Most CRM tools for contractors are either too simple (spreadsheet replacements) or too complex and expensive (ServiceTitan territory). QuoteIQ sits exactly in the middle — and that middle is where 80% of contracting businesses actually live.
What stands out: the AI quoting tools save real time on proposals, and the $29.99 entry price means a solo operator can run a professional operation without the enterprise overhead. I also checked the App Store reviews — 4.8 stars from 2,900 reviews is genuine user satisfaction, not marketing.
Where it falls short: offline reliability is not enterprise-grade, and the integration library is smaller than Jobber's. If you're already on Jobber and happy, I wouldn't switch. But if you're starting fresh or moving off spreadsheets, QuoteIQ is hard to argue against at this price.
40,000+
Active users
4.8★
App Store (2,900 reviews)
200+
Supported trades
$29.99
Starting price/month
Frequently asked questions
Is QuoteIQ really free to try?
Yes. QuoteIQ offers a free trial with no credit card required. You get full access to test quoting, scheduling, invoicing and the AI tools before committing to a paid plan.
How does QuoteIQ compare to Jobber?
QuoteIQ starts $20/month cheaper and includes AI quoting tools built-in. Jobber has a larger integration library and a more established community. For new operations and solo contractors, QuoteIQ's entry price and AI tools give it the edge. For teams already running Jobber well, switching costs rarely justify the move.
Can I use QuoteIQ for multiple trades?
Yes. QuoteIQ supports 200+ home service industries from the same account. HVAC, plumbing, electrical, pressure washing, lawn care — all managed from one dashboard.
What happens after the free trial?
After the trial, you choose a paid plan or stop. There are no automatic charges and no credit card required to start. Your data stays in the system so you can pick up where you left off if you return.
Ready to test it?
Start your QuoteIQ free trial today
No credit card. Full access. Cancel anytime. See in 14 days whether it fits your operation.
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