After fourteen years running a roofing and exterior services business — and trying every major platform — I found the CRM actually built by contractors. Here's everything I learned after 12 months of daily use, including where it wins, where it falls short, and exactly who should switch.
I've been running a home services business for fourteen years — roofing, gutters, exterior cleaning. And for most of those years I ran the back office the same way most contractors do: sticky notes, a spreadsheet from 2012, and a prayer I wouldn't miss a callback.
I tried Jobber. I tried Housecall Pro. I even spent six painful months with a platform so bloated that it took three clicks to schedule a job that should have taken one. These platforms weren't built by people who've climbed a ladder, answered a call while caulking a ridge cap, or driven 40 minutes to quote a job that went nowhere.
Then a pressure washing contractor I respect mentioned QuoteIQ in a Facebook group. "It's built by actual contractors," he said. That line stuck. I've now used QuoteIQ for over a year. My admin time is down. My close rate is up. I've sent more professional estimates in the last six months than the previous six years combined.
QuoteIQ is an all-in-one CRM and field service management platform built specifically for home service contractors. It handles estimating, scheduling, invoicing, crew management, customer communication, automated review collection, and AI-powered tools — all from a single app, no third-party integrations required.
The founders — Mike Vidan and Justin Rogers — are both working contractors. Mike built an audience of 580,000+ subscribers teaching the pressure washing and home service trade. Justin runs the ForeverSelfEmployed channel with 700,000+ subscribers. They built it because every other tool frustrated them.
"Every platform we tried was built by developers who'd never run a truck, or had become so bloated it took three clicks to do something that should take one."
— Mike Vidan & Justin Rogers, QuoteIQ Co-FoundersSend professional quotes by text or email in minutes. Regular, options, and package estimates all built in.
Drag-and-drop calendar, recurring job rules, employee timeline views, and route optimization.
Customers generate their own quotes and book appointments 24/7 from your website.
All texts, photos, quotes, and invoices for every customer in one centralized thread.
Automated review requests sent after job completion. Works entirely in the background.
Real-time dashboard: revenue, close ratio, P&L, expenses, average ticket, lead sources.
Measure properties remotely from your phone. No extra site visits needed to produce a quote.
AI receptionist that answers calls, qualifies leads, and books appointments — even when you're on a job.
Track material costs, calculate job profitability, and manage inventory across multiple crews.
Onboarding is genuinely painless. There's a 1-on-1 walkthrough offer, a full help article library, and tutorial videos for every major feature. No consultant, no 3-hour webinar.
Add your logo, business name, license number, and payment info. This populates automatically on every estimate and invoice — one setup, professional output forever.
Input your core services and pricing. For roofing contractors: shingle replacement per square, flat roof repairs, gutter installs, ridge cap work. These become line items you pull into any quote in seconds.
Link your phone number to ClientHub. Every inbound text, estimate response, and follow-up now lives in one place per customer — no more digging through personal messages.
Add crew leads or an office admin, assign permissions by role. GPS time tracking activates for each team member from their phone.
Before your first quote, configure an automated follow-up. Mine sends a text 24 hours after an unanswered estimate. This alone has recovered jobs I would have lost.
Don't skip the free 1-on-1 walkthrough QuoteIQ offers new users. Even if you're tech-savvy, 30 minutes will save you hours of clicking around. Their support team is reachable 24/7 by text, email, or phone.
This is where QuoteIQ earns its name. The quoting workflow is genuinely fast — 2 minutes from blank screen to a professional estimate on your customer's phone. Three quote types, each built for a different selling situation:
A clean, single-line-item quote for a straightforward job. For roofing: replace 12 squares of architectural shingles, includes ice & water shield, drip edge, and cleanup. Simple, professional, immediate.
My personal favorite. You present multiple tiers — "Standard," "Premium," and "Premium + Warranty" — and the customer chooses. This removes the awkward upsell conversation and lets the proposal do the selling. I consistently close higher-ticket jobs with options estimates versus a flat quote.
Bundle services with transparent pricing. A roofing package might combine full shingle replacement, ridge vent installation, and gutter resealing. Packages increase average ticket and reduce callbacks about add-ons.
"78% of customers buy from the first company to respond to their inquiry. Speed matters — and QuoteIQ makes speed effortless."
— QuoteIQ Research, 2025InstaQuote puts a branded quoting portal on your website. A homeowner enters their address, selects a service, and receives a professional quote — without you picking up the phone. I now get submitted quote requests while eating dinner with my family. Contractors using InstaQuote report responding to leads 50% faster than competitors relying on phone callbacks.
Every customer gets a unified profile — contact info, job history, all communications, photos, quotes, and invoices in one place. No more texting from your personal phone and losing track of what you said six weeks ago.
When a customer texts about a quote you sent in May, you open their profile and everything is there: the estimate, photos from the inspection, the invoice, the review request. Most contractors juggle five different apps and their personal messages to get this same information. ClientHub collapses it into one screen.
For contractors who run a sales process — inspections, proposals, follow-ups, close — the visual pipeline is your command center. You see every lead from inquiry through job completion, how many estimates are sitting unapproved, which jobs are scheduled this week, and what's outstanding in accounts receivable.
The analytics dashboard tracks lead sources in real time. Google Ads, word of mouth, yard signs, InstaQuote — you'll finally know which marketing is paying off. I discovered 60% of my jobs were coming from two zip codes, which changed where I put yard signs and which neighborhoods I targeted with mailers.
Set up Mass Campaign texts to your entire past-customer list at the start of every season. A simple "Hey [First Name] — spring is here, we're booking roof inspections now, slots going fast. Reply YES to claim yours." Took 10 minutes. Booked 11 jobs.
Most software lets you do things. QuoteIQ lets you automate things — which means the business keeps running even when you're on a job site.
Build sequences that trigger based on customer behavior. When a quote goes unanswered for 24 hours, a follow-up text fires. When a job completes, a thank-you message with a review link goes out. When a customer hasn't booked in 12 months, a re-engagement campaign activates. Configure once, runs forever.
Paired with InstaQuote, InstaSchedule lets customers book their own appointments from available slots in your calendar. No back-and-forth calls. The slot gets blocked, you get a notification, the job is on the calendar. QuoteIQ reports a 90% reduction in no-shows for businesses using automated scheduling with confirmation texts.
After a job closes, Review Multiplier automatically texts the customer a review request. I send mine four hours after the invoice is paid, when the customer is still riding the high. My Google review count doubled in three months without me personally asking a single customer.
When a lead calls while your crew is mid-installation, the Virtual Call Team answers, qualifies the lead, and books the appointment — with a natural voice conversation. Businesses lose an estimated $75 billion annually from missed calls. For a roofing operation, one missed call during storm season can be a $10,000 job gone to a competitor.
Roofing is a high-ticket, high-trust trade. A homeowner considering a $15,000 roof replacement isn't hiring the company that texted a rough number and disappeared. They're hiring the company that responded fast, sent a professional estimate, followed up, and had 80 Google reviews saying they clean up after themselves.
InstaQuote on your website means a homeowner who finds you at 9pm Sunday can request a quote immediately. You wake up to a warm lead instead of a voicemail — from someone who already called three other roofers by morning.
Measure the property from satellite imagery on your phone. Send a ballpark estimate before ever driving to the site — great for filtering serious buyers from tire-kickers and saving windshield time.
Three tiers: basic shingle replacement, premium shingles with warranty, premium + ridge vent upgrade. Most homeowners choose the middle option. Average ticket goes up, zero awkward conversation.
Day 1: automated follow-up text. Day 3: second touch. Day 7: final check-in with seasonal urgency. Most of my closes happen on the second or third automated follow-up — ones I used to forget to send manually.
Review Multiplier fires automatically after invoice payment. Roofing customers delighted in the moment will leave the review. Customers asked three weeks later won't. Your Google profile builds while you sleep.
Transparent pricing, no per-user fees, no hidden integration charges. Here's the current lineup:
14-day free trial with full access. No credit card games, no features locked behind an enterprise tier as bait. InstaQuote and InstaSchedule available on Elite and Max. For context: comparable functionality on Jobber or Housecall Pro typically runs $300–$750+/month when you add necessary integrations. QuoteIQ Elite at $188/month represents a genuine 75–79% cost savings with more features baked in natively.
| Feature | QuoteIQ | Jobber | Housecall Pro | ServiceTitan |
|---|---|---|---|---|
| Starting Price/mo | $29.99 | $49 | ~$65 | $1,800+ |
| Built by Contractors | ✓ Yes | ✗ | ✗ | ✗ |
| Self-Service Quoting (InstaQuote) | ✓ | ✗ | ✗ | Partial |
| AI Receptionist / Virtual Calls | ✓ Included | ✗ | Add-on | Add-on |
| No Per-User Fees | ✓ | ✗ | ✗ | ✗ |
| Remote Property Measurement | ✓ | ✗ | ✗ | ✗ |
| Review Automation (Built-in) | ✓ | 3rd party | ✓ | ✓ |
| Job Costing & Inventory | ✓ | Limited | Limited | ✓ |
| Month-to-Month (No Contract) | ✓ | ✓ | ✓ | ✗ Annual |
| App Store Rating | 4.7★ (1,700+ reviews) | 4.5★ | 4.4★ | 3.9★ |
After a year of daily use across a roofing and exterior services business, here's the unfiltered assessment:
If you're a roofing contractor, exterior cleaner, HVAC tech, or any home service operator who's been patching together spreadsheets and disconnected apps — QuoteIQ is the answer. It's built by people who understand what it's like to quote a job from a ladder and manage crews who don't always have great cell service.
The automation alone will save you 5–10 hours per week. InstaQuote and the review features will grow your revenue passively. And starting at $29.99 with no contracts, there's no reason not to try it.
Final score: 9.2 out of 10. Recommended without hesitation for any contractor serious about running their business like a business.
Start Your Free 14-Day Trial →Written from personal contractor experience. No paid affiliation with QuoteIQ. All pricing reflects publicly available information as of 2026.