QuoteIQ vs Workflow CRM

QuoteIQ is the field service management CRM built by contractors, for contractors. Whether you run a pressure washing company, HVAC business, plumbing operation, landscaping crew, roofing team, cleaning service, or any other home service trade — QuoteIQ gives you every tool you need to run your business from one app. Created by service industry professionals with 2M+ followers across platforms and years of hands-on field experience, QuoteIQ was designed to solve the real problems contractors face every day: messy scheduling, slow invoicing, lost leads, and paying too much for software that does too little. KEY FEATURES CRM & Client Management Organize every customer, lead, and job in one place. Track communication history, job notes, and follow-ups. Your entire client database lives in your pocket. Estimates & Invoicing Create professional estimates and invoices in seconds from your phone or desktop. Customers can view, approve, and pay online. Track what is paid, pending, and overdue. Scheduling & Dispatch Drag-and-drop scheduling. Assign jobs to your team, set recurring appointments, and view your entire week at a glance. Scheduling flows naturally from the quote. InstaQuote Let customers quote themselves. Embed a self-service quoting form on your website or send a direct link — customers select services, see pricing, and submit a request. InstaSchedule Customers see your real-time availability and book themselves 24/7. Live-syncs with your QuoteIQ calendar. Eliminates phone tag and reduces no-shows. AI Estimator Data-driven pricing suggestions based on service type, square footage, and market rates. Quote with confidence using real pricing intelligence. MapMeasure Pro Measure roofs, driveways, lawns, and properties remotely using satellite imagery. Get accurate square footage without leaving your truck. Pre-Inspection Checklists Document property conditions before every job. Create custom forms for any service. Export completed forms to the customer. Job Costing & Expense Tracking Track materials, labor, and expenses per job. Know your true profit margins on every project. Business Insights & Reporting See your revenue, close ratio, lead sources, and sales trends at a glance. Route Optimization Plan the most efficient routes for your crew. Save time, save fuel, and fit more jobs into every day. Review Multiplier Automatically request reviews from happy customers after job completion. Build your online reputation on autopilot. In-App Texting Text customers directly from the app. Send reminders, on-my-way notifications, and follow-ups. Every conversation is saved to the client record. Client Portal Customers can view estimates, approve quotes, pay invoices, and communicate with your team from one professional portal. Website Builder Build a professional website for your business directly inside QuoteIQ. No coding, no extra cost. WHO USES QUOTEIQ QuoteIQ serves thousands of service professionals across every home service trade including pressure washing, HVAC, plumbing, electrical, landscaping, lawn care, roofing, cleaning, painting, handyman, junk removal, pest control, tree service, gutter cleaning, concrete coating, and construction. AFFORDABLE PLANS FOR EVERY STAGE Plans start at $29.99/month with a 14-day free trial on every plan including our most advanced tier. QuoteIQ costs a fraction of the big-name field service platforms while delivering more features built specifically for service contractors. Start your free trial today and see why thousands of contractors are switching to QuoteIQ. Support: support@quoteiq.io Terms of service (EULA) https://myquoteiq.com/terms-conditions/

Stop using multiple tools, spreadsheets, or notes to manage your business. Workflow is an easy-to-use app that allows you to easily manage your customer base, create estimates, schedule jobs, and more… all in one place.