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Pricing Breakdown · Updated May 14, 2026

QuoteIQ Pricing 2026: how much you'll actually pay per user.

Five flat-rate tiers from $29.99 to $699/month. Unlimited users on Max. AI Autopilot and the Virtual Call Team on every plan — no AI paywall. Here is the real math at every team size, including what the mid-2026 Max hike means for new versus locked-in subscribers.

$29.99 Essentials / mo
$74.99 Beginner / mo
$149.99 Pro / mo
$299 Elite / mo
$699 Max · Unlimited
14 Day Trial · No Card

The Short Answer

QuoteIQ costs $29.99, $74.99, $149.99, $299, or $699 per month depending on plan — every tier flat-rate, no per-seat fees. The 14-day free trial requires no credit card. QuickBooks Online integration unlocks at the $149.99 Pro tier. The $699 Max tier is the killer: unlimited users at a flat price, which breaks the per-seat math against Jobber and Housecall Pro at 8-10 active users. AI Autopilot's 35 tools and the 24/7 Virtual Call Team ship on every plan — no AI paywall. Annual billing saves about two months on every tier. The price-lock guarantee means signing up today freezes your rate even when QuoteIQ raises prices on new signups — Max already jumped 75% mid-2026 from $399.99 to $699.

§ 01 · The Five Plans

What you actually unlock at each tier.

Five tiers, all flat-rate. The same AI features ship on every plan — what scales by tier is the user count, the monthly AI credit allocation, and the operational depth (automation, QuickBooks sync, sales pipeline, employee tracking).

Tier 1 · Solo

Essentials

Single operator, side hustle, trial

$29.99 /mo

~$25/mo annual

  • 1 user
  • 500 AI credits/mo
  • AI Autopilot · 35 tools
  • Virtual Call Team
  • Estimates · invoices · scheduling · payments
  • No QuickBooks · no automation

Tier 2 · Side Hustle+

Beginner

2-person partnership or family op

$74.99 /mo

~$62.50/mo annual

  • 2 users
  • 1,500 AI credits/mo
  • Everything in Essentials
  • MapMeasure Pro · QuoteIQ Cam
  • Review Multiplier · e-signatures
  • No QuickBooks · no automation
Most Popular

Tier 3 · Growing Op

Pro

QuickBooks unlocks · automation kicks in

$149.99 /mo

~$125/mo annual

  • 4 users
  • 3,000 AI credits/mo
  • QuickBooks Online sync
  • In-app calling & texting
  • Email/text automation
  • Job costing · Time Tracker Pro

Tier 4 · Crew

Elite

Pipeline + EmployeeHub + InstaQuote

$299 /mo

$249/mo annual

  • 10 users
  • 5,000 AI credits/mo
  • Pipelines & Deals · Lead Manager
  • EmployeeHub · Sales Team Tracker
  • InstaQuote · InstaSchedule self-booking
  • Route Optimization · Inventory
Unlimited Users

Tier 5 · Scale

Max

Flat-rate breaks per-seat math

$699 /mo

$582.50/mo annual

  • UNLIMITED users
  • 8,000 AI credits/mo
  • AI Website Builder
  • Crew management · multi-crew dispatch
  • Priority support
  • Everything in Elite

The same AI features — Autopilot, Virtual Call Team, Estimate Generator, Before/After AI, Autocomplete, CoPilot, Smart Import — ship on every tier. What changes is the monthly AI credit allocation and the operational depth around the AI.

What 40,000+ contractors actually say

4.7/5

App Store

3,100+ ratings

4.6/5

Google Play

1,000+ ratings

5.0/5

Capterra

6 verified · sample building

4.5/5

Editorial

Our independent review

App Store 4.7 across 3,100+ ratings is the headline data point — a stronger mobile-adoption signal than most field CRM competitors achieve even with multi-year operating history. Read the full QuoteIQ review for the breakdown.

§ 02 · Billing Cadence

Annual saves about two months on every tier.

Annual billing is QuoteIQ's standard discount. The math holds at every tier — pay for ten months, get twelve. Below is the per-tier breakdown so you can decide whether the lump-sum trade is worth it.

Plan Monthly Annual Effective / mo You save / yr
Essentials $29.99/mo $300/yr $25.00 ~$60
Beginner $74.99/mo $750/yr $62.50 ~$150
Pro $149.99/mo $1,500/yr $125.00 ~$300
Elite $299/mo $2,988/yr $249.00 ~$600
Max $699/mo $6,990/yr $582.50 ~$1,398

Stay monthly when

You're in your 14-day trial or first 60-90 days. The platform is dense — there's a real onboarding lift, and walking away from a monthly charge is a cleaner exit than asking for a refund on annual.

Switch to annual when

Your jobs are flowing through the platform, your team is using the mobile app on real sites, and QuickBooks is syncing. At that point you're committed — two months free is just money.

§ 03 · The Metered Layer

IQ Credits: the AI math most reviews skip.

The base plan price covers the platform. AI usage is metered through IQ Credits — a monthly allocation that comes with your tier and burns down as your team and AI features do work. The single most important line item is the Virtual Call Team, which can quietly burn an Essentials tier's monthly allocation in two qualified calls.

Monthly credit allocation by tier

Plan Credits / mo Receptionist minutes 90-second calls covered
Essentials 500 ~4 min ~2-3
Beginner 1,500 ~12 min ~8
Pro 3,000 ~24 min ~16
Elite 5,000 ~40 min ~26
Max 8,000 ~64 min ~42

Virtual Call Team is the single biggest credit-burner at 125 IQ Credits per minute. AI Autopilot text actions, autocomplete, and document import consume single-digit credits per call. AI Estimate Generator and Before/After AI consume more per use but are used a handful of times per job.

What every plan includes (on top of the plan price)

AI Autopilot

Natural-language CRM with 35 integrated tools — "send Mike's invoice", "schedule John for Thursday", "check this week's revenue".

Virtual Call Team

24/7 AI receptionist — screens calls, qualifies leads, books appointments, texts missed callers. 125 IQC/min.

AI Estimate Generator

Photo + description → priced estimate with services, add-ons, and clarifying questions. Cuts quote turnaround.

Before/After AI

Generates realistic preview images of completed work from before photos. Attach to estimates to close at the kitchen table.

AI Autocomplete + CoPilot

Rewrites texts, descriptions, and emails for professional tone. CoPilot chat-edits estimates and invoices conversationally.

AI Smart Import

Extracts structured data from uploaded documents into the platform — eliminates a chunk of manual entry on migration.

If you blow through your monthly credit allocation, you can purchase additional IQ Credits in-app. Most operators on Pro and below run out of credits not from chat-style usage but from the Virtual Call Team during high-call months.

§ 04 · Real-World Cost Math

What four real operators actually pay.

The plan price is the floor. Card processing through Stripe stacks on top of card-paid invoices. QuickBooks Online is a separate Intuit subscription. Top-up IQ Credits hit if you run a high-volume Virtual Call Team month. Here is what the all-in bill looks like at four real operator profiles.

Scenario A

Solo pressure washer · year one

1 user · ~$8K/mo revenue · 30 jobs/mo · light AI · 1-2 receptionist calls/mo

  • Essentials plan (annual)$25.00
  • QuickBooks Online (none — manual)$0.00
  • Stripe card fees · ~$5K card-paid$159.50
  • IQ Credits top-up (none needed)$0.00
All-in monthly · platform $25.00

Stripe fees are operating costs of accepting card payments, not QuoteIQ fees. Most solo operators absorb them or pass through as a convenience fee line item.

Most Common

Scenario B

Lawn care crew · 4 people

4 users · $25K/mo revenue · QuickBooks Online · ~10 AI receptionist calls/mo

  • Pro plan (annual)$125.00
  • QuickBooks Online Simple Start$30.00
  • Virtual Call Team · ~15 min$0.00
  • Stripe card fees · ~$15K card-paid$465.00
All-in monthly · platform $155.00

Receptionist usage stays inside the Pro tier's 3,000 monthly credit allocation. No top-up needed.

Scenario C

Multi-crew exterior · 10 people

10 users · $80K/mo · InstaQuote QR funnel · 25 receptionist calls/mo

  • Elite plan (annual)$249.00
  • QuickBooks Online Plus$99.00
  • Virtual Call Team · ~38 min$0.00
  • IQ Credit top-up$0.00
  • Stripe card fees · ~$60K card-paid$1,860.00
All-in monthly · platform $348.00

At 10 users, Elite ($249/mo annual) costs $24.90/user/month — versus Jobber and Housecall Pro at $700+/month for the same headcount.

Scenario D

Regional service co · 30 people

30 users · $250K/mo · multi-crew dispatch · 60 receptionist calls/mo

  • Max plan (annual)$582.50
  • QuickBooks Online Advanced$200.00
  • Virtual Call Team · ~90 min$0.00
  • IQ Credit top-up · est.~$50.00
  • Stripe card fees · ~$190K$5,890.00
All-in monthly · platform $832.50

At 30 users, Max works out to $19.42/user/month. Equivalent Jobber/Housecall Pro stack would run $1,700-$2,100/mo at the same headcount.

Stripe card fees use the standard 2.9% + $0.30 per transaction rate (Stripe's public pricing). Average ticket assumed at $250-$400 across scenarios. ACH is cheaper (0.8% capped at $5/payment). QuickBooks Online pricing is Intuit's published 2026 rates and is a separate Intuit subscription. Receptionist minute estimates assume 90-second average qualified calls at 125 IQ Credits per minute.

§ 05 · The Per-Seat Showdown

Flat-rate vs per-seat: where QuoteIQ wins on price alone.

The pricing model is the single biggest structural difference between QuoteIQ and every per-seat competitor. Jobber, Housecall Pro, and ServiceTitan charge by user. QuoteIQ charges by tier. Once your team crosses 8-10 active users, the math stops being close — QuoteIQ wins by a widening margin.

Team size QuoteIQ Jobber Housecall Pro ServiceTitan est.
1 user (solo) $29.99 Essentials $49 Core $79 Basic n/a — too small
5 users $299 Elite $199 Connect $189 Essentials ~$1,225+
10 users $299 Elite $399 Grow $399 MAX + 2 extra ~$2,450+
15 users $699 Max $699 Plus $574 MAX + 7 ~$3,675+
20 users $699 Max $844 Plus + 5 $749 MAX + 12 ~$4,900+
30 users $699 Max $1,134 Plus + 15 $1,099 MAX + 22 ~$7,350+
100 users $699 Max $3,164 Plus + 85 $3,549 MAX + 92 Enterprise contract

Verified 2026 pricing from each vendor's live pricing page (May 2026). Jobber: Core $49 (1 user) → Connect $199 (5) → Grow $399 (10) → Plus $699 (15) + $29/additional user. Housecall Pro: Basic $79 (1) → Essentials $189 (5) → MAX $329 (8) + $35/additional user. ServiceTitan: by-quote at $245-$500/technician/month (third-party customer disclosures via Field Camp and Projul), plus $5K-$50K implementation. Add-ons like AI receptionist or marketing tools stack on top of base plans where applicable.

The honest break-even

QuoteIQ's pure-price advantage kicks in around 10-15 users against Jobber, and around 20+ users against Housecall Pro, where flat-rate beats per-seat decisively. At 1-9 users, Housecall Pro Essentials ($189) and Jobber Connect ($199) can come in cheaper on headline price than QuoteIQ Elite. But the comparison narrows fast when you add the AI bundle QuoteIQ ships free on every plan — Jobber AI Receptionist is gated to the $599+ Plus plan, and Housecall Pro doesn't ship a native AI receptionist at all. Against ServiceTitan, QuoteIQ wins from user one — ServiceTitan is enterprise-priced and only earns its keep at $5M+ in trade revenue with deep HVAC, plumbing, or electrical service-dispatch workflows. Our QuoteIQ review covers the trade fit in detail.

▸ Time-sensitive Max went up 75% in 90 days

Lock today's pricing before the next hike.

QuoteIQ's price-lock guarantee freezes your rate the moment you sign up. New subscribers pay current rates. Existing subscribers — the ones who locked Max at $399.99 in February — still pay $399.99 today. That's $3,588/year they aren't paying. The 14-day trial requires no credit card; starting it today locks your rate forever.

14 days · no credit card · price-locked forever · cancel from account settings

The math, plainly stated

If you locked Max in February $399.99/mo
If you sign up today $699/mo
Locked-in saves $3,588/yr

QuoteIQ's pricing page, verbatim: "Your price is locked in forever. Even if we raise prices, you keep your original rate."

§ 06 · What's Not in the Plan Price

Costs that aren't hidden, but most reviewers skip.

These are documented in QuoteIQ's own help center and pricing pages. They're not hidden in any sinister sense — they're standard operating costs that don't show up on the headline plan price. Budget for them so the first month's all-in number isn't a surprise.

2.9% + $0.30 + 1%

Card processing (Stripe + QuoteIQ markup)

QuoteIQ's payments TOS, verbatim: "Stripe credit card processing fees are 2.9% + $0.30 per transaction + 1% convenience fee." The 2.9% + $0.30 is Stripe's standard rate. The additional 1% is QuoteIQ's markup — which can be passed through to customers as a separate convenience-fee line item on QBO-synced invoices (compliant with state surcharge rules) or absorbed by the business. Either way, factor it in: a $100K/year card-payment business absorbs ~$1,000/year if the 1% isn't passed through. ACH is materially cheaper if your invoices are $5K+. Jobber Payments and Housecall Pro Payments charge 2.9% + $0.30 without a comparable markup line.

$30-$200

QuickBooks Online subscription

QuoteIQ's QuickBooks integration is bi-directional and included in Pro/Elite/Max at no extra charge from QuoteIQ — but the QuickBooks Online subscription itself is a separate Intuit charge. Simple Start runs $30/month, Essentials $60, Plus $99, Advanced $200. QuickBooks Desktop is not supported — QBO only.

$25 / 2,500 IQC

IQ Credit top-up packs

If your Virtual Call Team handles more receptionist minutes than your tier covers, additional IQ Credits are purchased in-app. Published pack pricing (from QuoteIQ's support cheat sheet — not on the public pricing page): 2,500 IQC for $25 · 5,000 IQC for $50 · 10,000 IQC for $100 · 25,000 IQC for $250. Auto-recharge is available at $25 / 2,500 IQC. Practical impact: high-call months on Essentials and Beginner often need a top-up; Pro/Elite/Max usually stay inside their monthly allocation.

$34.99/mo

AI Website Builder add-on

QuoteIQ's AI Website Builder is a separately-priced add-on on Essentials, Beginner, Pro, and Elite. Included free on Max. If you're already running a real website and don't need an InstaQuote-embedded site, this stays off your bill — but it's the only add-on charged beyond your plan price + IQ Credits + Stripe fees.

0 hours

Onboarding fee

No paid onboarding fee, no required implementation services, no setup charge. Founder Mike Vidan publishes his direct email (mav@myquoteiq.com) for support. The trade-off is that the platform has real feature density — multiple users describe needing a focused week of setup to be productive. This is a time cost, not a dollar cost.

$0

Cancellation fee

No long-term contract requirement on monthly billing — cancel at any time. Annual is paid up front; pro-rated refund logistics on annual mid-cycle cancellations are handled case-by-case through support. The 14-day trial requires no credit card, so there's nothing to cancel during trial.

§ 07 · Plan Selection

Which plan is actually right for you?

Pick Essentials → $29.99/month

If you're solo, just testing the platform, or running a side hustle. You get AI Autopilot, the Virtual Call Team, the AI Estimate Generator, and all the basic operational tools — estimates, invoices, scheduling, payments. No QuickBooks sync and no email/text automation, but the core workflow is there.

Skip if: you bill more than $10K/month or need accounting sync. Upgrade to Pro — Essentials is for testing or side-business operation, not for running a real business with a real bookkeeper.

Pick Beginner → $74.99/month

If you're running a 2-person operation — a family pressure-wash or lawn care business, or a working partnership. You unlock MapMeasure Pro for satellite estimates, QuoteIQ Cam for photo documentation per line item, the Review Multiplier for review collection, and e-signatures. Still no QuickBooks sync or automation.

Skip if: you're already using QuickBooks Online — paying $75 for Beginner without sync is a worse value than paying $150 for Pro with sync, since you'll save the manual entry time.

Pick Pro · Most Common → $149.99/month

If you're running 3-4 people and have a real bookkeeper or do real accounting. Pro is the first tier with the QuickBooks Online integration, the in-app calling and texting business line, email/text automation, and job costing. This is the practical floor for any contractor billing $10K+/month — the QuickBooks sync alone saves multiple hours of manual entry per week.

Skip if: your crew is already at 6+ and you'd hit the 4-user cap inside three months. Jump to Elite.

Pick Elite → $299/month

If your crew is 5-10 people and you're starting to run a sales pipeline, multiple reps, or customer self-quoting via QR codes. Elite unlocks Pipelines & Deals, Lead Manager, EmployeeHub with the Sales Team Tracker, InstaQuote/InstaSchedule customer self-booking, route optimization, and inventory tracking. At 10 users this is $29.90/user/month — roughly half what Jobber or Housecall Pro charges per user at the same headcount.

Skip if: you'll hit 10 users within six months. Max at $699 with unlimited users is the better lock-in.

Pick Max · Unlimited → $699/month

If your crew is 10+ and you're done dealing with per-seat math. Max is the flat-rate killer tier — unlimited users at $699/month means a 15-person crew costs $46.60/user, a 30-person crew costs $23.30/user, and a 100-person crew costs $6.99/user. You also unlock the AI Website Builder, multi-crew management, and priority support. This is the structural reason QuoteIQ exists — every per-seat competitor breaks down at this team size, and Max stays flat.

Skip if: your team is under 10 and won't grow there inside a year. Elite at $299 saves $400/month for smaller crews.

§ 08 · The Stack Replacement

QuoteIQ vs the CRM + AI stack you'd otherwise pay for.

The pitch isn't that QuoteIQ beats best-in-class at any one thing — it's that one flat tier replaces a CRM + AI receptionist + AI estimator stack that historically ran $400+/month. The math holds at the SMB tier.

Stack at 5 users Monthly What you get
QuoteIQ Elite · 5,000 AI credits $299 CRM + AI receptionist + AI estimator + QuickBooks + pipelines + EmployeeHub
Jobber Connect + Smith.ai + AI estimator bolt-on ~$430+ $199 Jobber Connect + ~$180 Smith.ai starter + estimator add-on
Housecall Pro Essentials + Rosie AI receptionist ~$370+ $189 HCP Essentials + ~$179 Rosie starter (no native AI receptionist on HCP)
JobNimbus + AssistAI calls + manual estimating ~$300+ JobNimbus + AssistAI at $0.15/min on call volume
QuoteIQ Max · 30 users · same AI stack $699 Per-seat alternatives at 30 users: Jobber $1,134 · HCP $1,099

The honest read: QuoteIQ doesn't beat ServiceTitan on HVAC service-dispatch depth, doesn't beat JobNimbus on insurance-restoration roofing workflows, and doesn't beat Smith.ai on call-answering volume at 100+ calls/month. It beats all of them on cost-per-feature when the AI bundle is part of the comparison — which it always is, because every contractor in 2026 needs someone answering the phone. The full review walks the trade-by-trade fit if you're still weighing it against Jobber or Housecall Pro.

QuoteIQ's pricing philosophy — in the founder's words

"We self-funded QuoteIQ — no outside investors, no outside influence. That means we answer only to our users. Our speed of innovation is our biggest advantage, and selling out would slow that down."

— Mike Vidan, QuoteIQ co-founder, in Clean Savannah (September 2025) — context for understanding why QuoteIQ raises prices when value warrants and price-locks existing subscribers rather than chasing investor-driven revenue targets.

§ 09 · The Price-Lock Story

Max went up 75% in 2026. Locked subscribers paid nothing extra.

QuoteIQ raised the Max tier from $399.99 to $699 between February and May 2026 — a 75% hike — and bumped Elite from $249.99 to $299. The price-lock guarantee means subscribers who signed up before the hike kept their original rate. New signups pay current. This is the part of QuoteIQ pricing that most reviews completely miss.

What locked-in subscribers say

"This app really is AMAZING! Especially the auto email responses to all my customers."

— Tom, Wave Tech Power Washing (Long Island, NY) — verified named customer testimonial from QuoteIQ's public reviews page. Tom signed up before the May 2026 hike and is paying his original locked rate.

Dec 2025

$349.99

Max tier · unlimited users

Feb 2026

$399.99

After 5-tier restructure · 7-user Elite

May 2026 · current

$699 +75% YTD

Lock this rate before the next hike

If you locked it

$0 change

Existing subscribers grandfathered

The conversion math, plainly stated

QuoteIQ's pricing page states it directly: "Your price is locked in forever. Even if we raise prices, you keep your original rate." The cheat-sheet language is even cleaner: "All existing customers are grandfathered into their pricing." An operator who locked Max in February at $399.99 still pays $399.99 today — saving $299.01/month, or $3,588/year, over a new signup. The price-lock is forward-only: it protects rate increases but doesn't retroactively roll back to old pricing for new signups.

What this means in practice: the 14-day free trial requires no credit card per the App Store listing — meaning you can start the trial today with zero financial exposure. Once you do convert at today's pricing, that rate is locked. If QuoteIQ hikes again — and the December-to-May 2026 history says they have done this twice already — your rate doesn't move. The downside risk of trial-then-cancel is zero. The downside risk of waiting is a future hike on a rate you could have locked today.

§ 10 · The Money Move

Three ways to spend less on QuoteIQ.

01

Start the 14-day free trial today

No credit card. Full feature access. The act of starting the trial locks in today's pricing as your subscriber rate via the price-lock guarantee — even if you don't convert until day 13.

02

Pick the right tier the first time

Pro at $149.99 is the practical floor for any real business — QuickBooks sync alone saves multiple hours/week of manual entry. Don't bounce up from Essentials/Beginner after wasting a month without accounting.

03

Switch to annual after month two

About two months free at every tier. Wait until your workflow is humming and your team is on the mobile app, then lock it in. Switching mid-year is straightforward.

Start 14-Day Free Trial · Lock Current Pricing

Affiliate link · no credit card required · 14-day trial · existing-subscriber price-lock applies once you sign up

§ 11 · Frequently Asked

The questions everyone asks.

QuoteIQ has five flat-rate tiers as of May 2026, all priced per company rather than per user. Essentials runs $29.99/month for 1 user with 500 AI credits. Beginner is $74.99/month for 2 users with 1,500 credits. Pro is $149.99/month for 4 users with 3,000 credits — this is the first tier that includes the QuickBooks Online integration. Elite is $299/month for 10 users with 5,000 credits. Max is $699/month for unlimited users with 8,000 credits. Annual billing knocks roughly two months off every tier. The 14-day free trial requires no credit card. Existing subscribers are price-locked, so signing up today freezes your rate even when QuoteIQ raises prices on new signups.
Yes. The 14-day free trial gives you 'full access to all features in your chosen plan during the trial period' per QuoteIQ's pricing page, and the App Store listing confirms no credit card is required to start. The trial is instant — no demo-gate to schedule with sales. Most field CRMs in this price band require either a card or a sales call to start the trial. QuoteIQ does not. The trial gives you the actual platform with real AI credits to test AI Autopilot, the Virtual Call Team, and the AI Estimate Generator on real jobs.
QuoteIQ raised the Max tier 75% mid-2026 — from $399.99 to $699 — and raised Elite from $249.99 to $299. The official price-lock guarantee means existing subscribers keep their original rate. New signups pay the current price. The company has not published an official rationale for the increase, but the timing aligns with the February 2026 product release that added AI Autopilot, Virtual Call Team, EmployeeHub Sales Team Tracker, Route Density, Mass Invoicing, and the InstaSchedule redesign — substantially more functionality on every tier than what shipped at launch pricing in 2023. Signing up at today's pricing locks in the current rate before any future hikes.
For most contractors running a real business with a real accounting system, the Pro tier at $149.99/month is the practical floor. Pro is the first tier that includes the QuickBooks Online integration, the in-app calling and texting business line, email and text automation, and job costing. The cheaper Essentials ($29.99) and Beginner ($74.99) tiers are real and work — they include AI Autopilot, the Virtual Call Team, and the AI Estimate Generator — but they leave out accounting sync and automation. For solo operators just testing the platform or running a side hustle, Essentials is enough. Anyone billing $10K+/month should be on Pro or higher.
QuoteIQ's flat-rate Max tier at $699/month with unlimited users breaks the per-seat math that Jobber and Housecall Pro use. At 5 users, Jobber and Housecall Pro typically run $349-$469/month — cheaper than QuoteIQ Max but more expensive than QuoteIQ Pro at $149.99 with 4 users. At 10 users, QuoteIQ wins either way: Elite at $299 covers 10 users, while Jobber and Housecall Pro both push past $700/month. At 15 users, QuoteIQ Max stays at $699 while Jobber and Housecall Pro run $900-$1,100. At 30 users, QuoteIQ Max is still $699 while the competitors are $1,700-$2,100. The break-even where QuoteIQ Max wins on price alone lands around 8-10 active users.
IQ Credits are QuoteIQ's metered currency for AI usage. Each plan includes a monthly credit allocation: 500 on Essentials, 1,500 on Beginner, 3,000 on Pro, 5,000 on Elite, and 8,000 on Max. The Virtual Call Team — the 24/7 AI receptionist — costs 125 IQ Credits per minute of call handling, which means a typical 90-second qualified call burns roughly 188 credits. Essentials covers 2-3 receptionist calls a month. Pro covers around 16. Max covers around 42. Light AI Autopilot actions (text rewrites, autocomplete, summaries) consume credits in single digits per call. AI Estimate Generator and Before/After AI consume more per action but are typically used a handful of times per job. Most operators run out of credits not from chat-style usage but from the Virtual Call Team during high-call months.
No. QuoteIQ supports QuickBooks Online only — QuickBooks Desktop is not supported, per the official help center, verbatim: 'The integration is designed for QuickBooks Online. QuickBooks Desktop is not currently supported.' Bi-directional sync of customers, estimates, invoices, services, payments, and sales tax is included on the Pro tier ($149.99) and up at no extra charge. If you're still on QuickBooks Desktop, you'll either need to migrate to QBO first or pick a CRM that supports QBD natively — JobNimbus is the main option still supporting QuickBooks Desktop in 2026.
Yes. Annual billing saves roughly two months on every tier. Effective monthly rates on annual: Essentials drops from $29.99 to about $25.00. Beginner drops from $74.99 to about $62.50. Pro drops from $149.99 to about $125 (savings vary slightly). Elite drops from $299 to $249. Max drops from $699 to $582.50. The general rule: monthly during the trial and your first 60-90 days while you're still building out your workflow, then switch to annual once you're committed. Switching mid-cycle is straightforward — refund-then-resubscribe is the messier path.

How This Page Was Built

This pricing analysis is research-based — the QuoteIQ hands-on trial is in queue. Every number on this page was verified against QuoteIQ's live pricing page, the official payments TOS, the help-center QuickBooks documentation, the February 2026 product release notes, and the support cheat sheet that publishes the IQ Credit pack rates. Competitor pricing was pulled from Jobber, Housecall Pro, ServiceTitan, and Workiz's own published 2026 plan pages in May 2026.

The complete QuoteIQ review — including the February 2026 AI Autopilot release, the feature inventory, the trade-fit map across 10 trades, the verified customer testimonials, and the honest call on where QuoteIQ doesn't win — lives at our full QuoteIQ review. If you're not sure whether QuoteIQ fits your trade, the CRM category hub has the trade-by-trade picks, and the FSM hub covers the alternatives for HVAC and plumbing service-dispatch operations where QuoteIQ is thinner. Editorial methodology is documented at About.