What does QuoteIQ do for an HVAC company?

Right there at the house, a tech or comfort advisor builds a clean quote in QuoteIQ, good-better-best options on a system changeout included, and it reaches the homeowner that same day instead of days out. The whole aim is to stop bleeding installs while an estimate sits half-written on someone's desk.

Is QuoteIQ a full field-service platform?

No, and it doesn't pretend to be. The focus is quoting and estimates, not running the whole operation. Need scheduling, dispatch, and invoicing too? Pair it with something like Housecall Pro or Jobber, or check with the vendor on what's actually included before you buy.

Can a local pro set up QuoteIQ for me?

Yes. A local consultant can set up your QuoteIQ templates and equipment pricing so every quote goes out clean. Search by zip on the find-a-pro tool below to reach one.

HVAC AI Index › Tools › QuoteIQ

QuoteIQ for HVAC contractors: what it does, what it costs, and who it's for

Q: How much does QuoteIQ cost?

The entry price is $30/mo. Because rates and tiers shift, pull up the current number on quoteiq.com before you buy.

In a sentence: If your shop keeps losing installs and repairs because estimates go out slow or sloppy, QuoteIQ is the fix: quoting software your techs and comfort advisors run at the house, so the number lands with the homeowner that day rather than days later. Price is $30/mo.

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The short version

Best for: shops where slow or inconsistent quoting is the thing holding jobs back.
The pitch for HVAC: quit handing changeouts and repairs to the contractor who quoted first. On a system replacement, whoever gets a number to the waiting homeowner soonest tends to close it.
What it is: software that builds clean, professional HVAC quotes at the house, anything from a repair estimate to a full good-better-best system quote, and sends them same-day.
What it's not: a full field-service platform. Quoting is its lane, so bring your own scheduling and invoicing if you need them.
What it costs: $30/mo to start; check the current tiers with the vendor.

Common questions

How much does QuoteIQ cost?

$30/mo gets you in. Since the tiers shift, look up the live rate on the vendor's page before buying.

What does it do for an HVAC company?

Your tech or comfort advisor builds a clean quote at the house, whether that's a service repair or a good-better-best system swap, and the homeowner has it the same day. The goal is simple: no more jobs lost while an estimate sits half-finished.

Is it a full field-service platform?

No. Quoting and estimates are what it's built around. When you also need scheduling, dispatch, and invoicing, run it alongside Housecall Pro or Jobber, or ask the vendor what's included.

Can a local pro set it up for me?

Yes. A local consultant will set up your QuoteIQ templates and equipment pricing so quotes go out clean from the very first call. Search by zip below.

What does it actually do for an HVAC company?

The gap between the visit and the quote is where a lot of HVAC work gets won or lost. A service repair, sure, but a system replacement even more so, because that homeowner is usually shopping two or three contractors at the same time. Take two or three days to write up your estimate and odds are they've already signed with whoever quoted first. Closing that gap is the entire reason QuoteIQ exists. Standing at the house, your tech or comfort advisor assembles the line items on a phone, and a clean quote, good-better-best options on a changeout and all, is in the homeowner's hands that same day. Here's the core of it: the step that always drags, turning a load calc and an equipment pick into a number someone can say yes to, gets fast. Running your back office isn't the goal. Getting quotes out before the lead cools is.

See it in action

Visit QuoteIQ →

Key points from the video (our summary)

Building estimates, firing them off quickly, and keeping tabs on customers, that's the QuoteIQ walkthrough, framing it as a quoting-and-CRM tool for home-service contractors. On the HVAC side, read that as repair estimates and system-replacement quotes leaving the same day. One caveat: this clip is a third-party walkthrough, not QuoteIQ's own channel. Source: QuoteIQ demo on YouTube.

What does it cost?

Entry is $30/mo. What's bundled into each tier can change, and some features sit on the higher plans, so match the plan to what your shop actually needs instead of anchoring on the headline rate. Before you sign up, confirm the current numbers with the vendor.

These prices come from the vendor and shift over time, so confirm the current tiers on QuoteIQ pricing (vendor-published, checked 2026-07-04).

Where does it shine, and where doesn't it?

Strong if…

Changeouts and repairs are slipping away because your quoting is slow or inconsistent.
Same-day quotes from the house, good-better-best system options and all, are what you're after.
Scheduling and invoicing are already sorted, and it's just the quoting piece that needs tightening.

Maybe not if…

Scheduling, dispatch, and invoicing need to live in the same app. QuoteIQ stays in the quoting lane, so Housecall Pro or Jobber cover the full set.
Quoting is already quick for you and the real leak sits somewhere else: missed no-cool calls, follow-up, or dispatch.
A large operation needing deep, custom setups is what you're running.

Need the whole back office, not just quoting? See Housecall Pro for HVAC contractors.

Checked by James Mills at The Agentic AI Index. If you sign up through our link we may earn a commission, and that never sways what we say or who makes the list.

Sources: QuoteIQ pricing and QuoteIQ product pages — vendor-published, checked 2026-07-04. Last reviewed: 2026-07-04.

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