Consider QuoteIQ when evaluating entry-level quoting and invoicing or its higher-tier workflows. Treat its public-page inconsistencies as questions to resolve, not as a reason to assume the most generous interpretation.
Where it belongs on your shortlist
Worth considering
- Published entry tier includes estimates, invoices, calendar and payments.
- Pro lists QuickBooks, job costing, calling/texting and follow-ups.
- Elite lists routing, inventory and InstaSchedule.
Check before buying
- Official pricing and help pages show conflicting plan details; reconfirm before buying.
- The trial requires a payment card.
- AI credits, processing and optional services can add costs.
Published plans and costs
Main pricing page used where help and affiliate pages show different figures. Annual amounts are exact published totals divided by 12. Additional users are $25/month; annual extra-seat treatment is unconfirmed, so annual estimates use included-user tiers only.
| Plan | Included users | Monthly | Annual equivalent / month | Annual base total |
|---|---|---|---|---|
| Essentials | 1 | $29.99 | $25.00 | $299.99 |
| Beginner | 2 | $99.99 | $83.33 | $999.99 |
| Pro | 4 | $199.99 | $166.67 | $1,999.99 |
| Elite | 10 | $299.99 | $250.00 | $2,999.99 |
| Max | 20 | $699.99 | $583.33 | $6,999.99 |
USD, excluding taxes, processing, optional add-ons and migration. No introductory discounts assumed. Published information checked 2026-10-22.
Which tier should you examine?
| Requirement | Published starting point |
|---|---|
| Estimates, invoices and calendar | Essentials and above |
| QuickBooks and job costing | Pro and above |
| InstaSchedule and routing | Elite; verify booking details |
| Extra users | $25/month; annual treatment needs confirmation |
What to demonstrate before committing
- Verify the exact online-booking workflow and paid tier in the trial.
- Get a written user allowance and renewal price.
- Confirm phone and AI usage allowances and overage costs.
Use a fictional customer and a representative job. Record the exact paid tier used in the demonstration and any additional services needed. Treat an unresolved requirement as a question, not an included feature.
Trial and commitment
14-day trial; payment card required. Confirm when billing starts and cancel before the deadline if you do not want to continue.
Confirm billing, cancellation, data export and the regular renewal price in writing. Our research is a shortlist aid, not a guarantee of fit or a substitute for your agreement with the provider.
Published information checked 2026-10-22. This is documentation-based research, not a hands-on product test. Features, pricing and contract terms can change.