QuoteIQ

In construction, time is everything—and lost time often means lost business.

But quoting is still a bottleneck for many field contractors. Here’s why:

• Estimates are stuck in Word or Excel
• Client follow-ups are forgotten
• Admin work piles up at night
• Job status updates get missed
• Quoting delays lead to lost leads

The biggest issue? Most contractors are on the move—not sitting at a desk with a CRM system in front of them.

That’s exactly why QuoteIQ exists.

This mobile-first quoting and client management tool was built specifically for tradespeople and construction professionals who need to quote fast, follow up easily, and stay organized—right from their phone.

Let’s dive into what it does, how it helps contractors grow, and why it’s one of the smartest tools to add to your workflow in 2025.

---

WHAT IS QUOTEIQ?

QuoteIQ is a mobile CRM, estimating, and quoting tool designed for field service professionals.

It’s built for:

• Contractors
• Independent trades
• Small construction companies
• Service-based businesses (like HVAC, landscaping, painting, and roofing)

With QuoteIQ, you can:

• Create and send professional quotes in minutes
• Track leads and job status in one dashboard
• Follow up with clients using built-in tools
• Manage everything from your phone or tablet

This is not a complex ERP system. It’s a practical, no-nonsense app built for the realities of small-to-midsize construction and service teams.

---

WHY IT’S USEFUL FOR CONSTRUCTION PROFESSIONALS

QuoteIQ isn’t just about sending quotes—it’s about organizing your business so you win more jobs and waste less time. Here’s what makes it powerful for people in the field:

✅ SPEED UP QUOTING

With pre-built templates and item libraries, you can send accurate, branded quotes in minutes. Whether you’re pricing drywall or driveway paving, the system handles the math and formatting instantly.

✅ TRACK LEADS EASILY

QuoteIQ combines quoting and lead tracking in one view. You can see:

• Who requested a quote
• When you sent it
• Whether they responded
• When to follow up

No sticky notes. No forgotten messages. Just a clean dashboard.

✅ WORK FROM ANYWHERE

You don’t need to be in the office to run your business. QuoteIQ works seamlessly on your phone or tablet, so you can quote jobs directly after a site visit.

✅ LOOK PROFESSIONAL

Clients take you more seriously when your quotes look clean. QuoteIQ lets you include your company logo, contact info, and branded visuals—no more handwritten or messy PDFs.

✅ AUTOMATED FOLLOW-UPS

Don’t lose deals because of forgetfulness. QuoteIQ lets you schedule auto-reminders and follow-ups so no lead slips through the cracks—even when you’re on a ladder or in a truck.

---

QUOTEIQ + CONSTRUCTION WORKFLOW INTEGRATION

QuoteIQ fits naturally into the early-stage sales process of most contractors and small construction businesses.

While it’s not a replacement for full job costing tools like Buildertrend, Procore, or QuickBooks, it works beautifully before those platforms come into play.

Here’s how:

1. A lead contacts you via form, message, or phone
2. You create a quote in QuoteIQ with pre-set pricing and service templates
3. You send it instantly—from the site or your truck
4. You follow up automatically
5. Once accepted, you transfer project info to your main job costing or scheduling tool

This workflow works best for:

• Trades who do dozens of small-to-midsize jobs a month
• Contractors doing residential work or commercial maintenance
• Service-based construction teams that need quoting to be fast and mobile

Instead of spreadsheets and email threads, you get one tool that handles quoting, client communication, and basic CRM—without overwhelm.

---

POWER WORKFLOWS FOR CONSTRUCTION AND TRADE TEAMS

QuoteIQ isn’t bloated. It’s focused on doing four things very well:

🔧 Estimating & Quoting

Build accurate estimates using templates and material databases. Adjust quantities, pricing, or discounts and preview before sending.

📬 Client Messaging & Follow-Ups

Message clients directly from the app. Send a quote, add notes, schedule reminders, and track replies—without switching tools.

📈 Lead Tracking

See where each job stands at a glance. Did the client respond? Is it marked as accepted? Did you forget to follow up? QuoteIQ shows you everything in one place.

🗂 CRM (Customer Relationship Management)

Store client info, previous quotes, conversation history, and job notes. No more searching old messages or trying to remember who said what.

---

USE CASE EXAMPLE: HOW A CONTRACTOR CUT QUOTING TIME IN HALF

Let’s say you’re a subcontractor running a small exterior renovation business.

You receive 4–6 job requests per week from your website and referrals. Before using QuoteIQ, you were:

• Copying lead info into Excel
• Typing quotes manually in Word
• Searching emails for old prices
• Forgetting to follow up with 1–2 clients a week

Now with QuoteIQ:

1. A lead request comes in from your website
2. You open the app, select the service (e.g. siding repair), and enter square footage
3. The app calculates the quote using your preset pricing
4. You attach your branded quote and send it within 5 minutes
5. The app sets a reminder to follow up in 48 hours
6. You check the dashboard each morning to see who’s active, who replied, and who needs a nudge

This one change saves you hours every week and increases your quote-to-close rate because you’re faster and more professional than your competitors.

---

STORY: A TYPICAL DAY USING QUOTEIQ IN THE FIELD

Jake runs a small plumbing and HVAC service with three techs on the road.

He starts the day with two site visits, takes notes on repairs needed, and enters rough measurements into his phone.

Instead of waiting until he’s back at the office, Jake:

• Opens QuoteIQ
• Selects the “Heating Unit Replacement” template
• Adds quantities, notes, and warranty terms
• Sends a quote with his logo while still in the client’s driveway

Later in the day, he opens the app and sees that one quote has been viewed but not accepted. A built-in message reminder goes out that evening:

“Hi, just checking in on the quote. Let me know if you have any questions.”

The next morning, the client accepts.

Jake didn’t lose the job. He didn’t forget to follow up. And he didn’t waste time chasing admin work at 9 PM. He won the job by working smart—not harder.

---

FAQ – WHAT CONTRACTORS ASK MOST

Is QuoteIQ only for field service trades?

No, but it’s especially helpful for them. Anyone quoting projects—like painters, builders, landscapers, or electricians—can benefit.

Does it replace my project management software?

Not fully. QuoteIQ is best for pre-sale workflows: quoting, lead tracking, and follow-ups. You can still use tools like Buildertrend, Procore, or spreadsheets after the quote is accepted.

Can I use it from a desktop?

Yes, but its true strength is mobile use. Most users rely on the app during the day and use the desktop for admin in the evening.

Is it easy to set up?

Yes. It’s built for simplicity. Most users set up their pricing templates, services, and branding in under an hour.

Is my data secure?

QuoteIQ stores data using cloud infrastructure with standard encryption. Always double-check compliance with your company’s data policies.

---

WHY QUOTEIQ MATTERS RIGHT NOW

There’s a big shift happening in construction and trade services:

• Clients expect faster replies
• Leads dry up if you don’t respond in time
• Jobs are won by those who follow up consistently
• Admin burnout is real—especially for small teams

QuoteIQ meets this moment by solving the quoting problem head-on:

✅ Instant quotes

✅ Built-in follow-ups

✅ One clean dashboard

✅ Real-time sync across mobile and desktop

It doesn’t try to be everything. It just does quoting, tracking, and follow-up—better than any spreadsheet or form ever could.

---

WHO SHOULD CONSIDER USING QUOTEIQ?

• Sole traders managing leads manually
• Construction estimators who are constantly quoting new work
• Site managers handling requests from walk-in clients
• HVAC, landscaping, painting, and roofing teams
• Field service pros who need to follow up quickly and stay organized

If your current process involves Word docs, email drafts, and forgotten messages, QuoteIQ is a massive step forward.

---

GET STARTED WITH QUOTEIQ TODAY

👉 Ready to quote smarter, faster, and more professionally?

Click here to try QuoteIQ now.

No more spreadsheets. No more missed opportunities.

Just one tool to help you quote better, follow up consistently, and grow your business from the field.