Last updated on April 22, 2026 • Reviewed for accuracy
QuoteIQ is a specialized HVAC estimating tool designed to help contractors create visual quotes, present pricing options, and increase close rates. It works best for teams focused on improving sales and upsells rather than managing full operations.
Best for: Visual estimates and upsells
Not ideal for: Full business management
Pricing: Custom (demo required)
Standout feature: High-converting proposals
QuoteIQ is best for HVAC companies that want to close more jobs with better estimates—not replace their entire system.
Is QuoteIQ worth it for HVAC companies?
QuoteIQ is worth it for HVAC companies that want to improve close rates using visual estimates and upsell tools. It is not a full field service system but works well alongside platforms like ServiceTitan or Jobber.
QuoteIQ is not a typical HVAC software—it’s built specifically to help contractors close more jobs.
Most HVAC tools focus on scheduling, dispatching, and invoicing. QuoteIQ focuses on what happens before that: creating estimates, presenting pricing, and getting customers to say yes.
If your team is losing jobs due to weak proposals or unclear pricing, QuoteIQ solves that problem directly.
If you want to compare your tech stack, start with our guide to the best HVAC software for small businesses.
QuoteIQ at a glance
Here’s a quick breakdown of what QuoteIQ offers, who it’s best for, and how it fits into an HVAC business.
| Category | Details |
|---|---|
| Best For | Visual estimates and upsells |
| Primary Use | HVAC quoting and proposal tools |
| Pricing | Custom (demo required) |
| Free Trial | No (demo only) |
| Standout Feature | High-converting visual proposals |
| Works With | ServiceTitan, Jobber, Housecall Pro |
| Best For Company Size | Small to mid-size HVAC teams |
Watch this 2 minute video to see how QuoteIQ works:
This quick demo shows how HVAC companies use QuoteIQ to create visual estimates, present pricing options, and close more jobs.
What does QuoteIQ do?
QuoteIQ helps HVAC companies create professional estimates, present pricing options clearly, and increase revenue through upsells and better proposals.
- Visual estimate creation with multiple pricing options
- Built-in upsell and upgrade suggestions
- Customer-friendly proposal layouts
- Tools designed to improve close rates
QuoteIQ focuses on sales and estimates, while full platforms handle operations—see HVAC field service management software for complete systems.
Key QuoteIQ features for HVAC contractors
- Visual estimates: Show customers multiple pricing options
- Upsell tools: Increase average ticket size
- Proposal presentation: Clean, easy-to-understand layouts
- Sales-focused workflow: Designed to improve conversions
If you need built-in scheduling and dispatching, check HVAC scheduling apps for full workflow management.
Pros and cons of QuoteIQ
Pros
- Built specifically for HVAC estimating
- Improves close rates with visual proposals
- Strong upsell capabilities
Cons
- Not a full HVAC management system
- Requires another platform for scheduling and dispatching
- Pricing is not publicly listed
QuoteIQ pricing
QuoteIQ pricing is not publicly listed and typically requires a demo. Pricing depends on company size, usage, and features needed.
Compared to full HVAC platforms, QuoteIQ is positioned as an add-on tool focused specifically on improving estimates and sales performance.
Want automation and follow-ups built in? See how AI tools for HVAC companies can improve lead response and conversions.
Who should use QuoteIQ?
- Best for: HVAC companies focused on increasing close rates
- Best for: Teams using ServiceTitan, Jobber, or similar tools
- Not ideal for: Businesses looking for all-in-one software
For smaller teams looking for simpler tools, compare best HVAC software for small businesses.
QuoteIQ vs HVAC field service software
QuoteIQ focuses on estimating and sales, while HVAC field service software includes scheduling, dispatching, invoicing, and full business management.
If you need a complete system, see HVAC field service management software.
QuoteIQ vs Jobber vs ServiceTitan
QuoteIQ, Jobber, and ServiceTitan all help HVAC companies create estimates—but they solve very different problems.
| Tool | Best For | Strength | Limitations |
|---|---|---|---|
| QuoteIQ | Closing more jobs | Visual estimates + upsells | Not a full HVAC system |
| Jobber | Simple quoting | Fast estimates + approvals | Limited sales tools |
| ServiceTitan | Full HVAC operations | Advanced pricebook + reporting | Expensive and complex |
If your goal is to improve close rates, QuoteIQ is the best option. If you need a simple quoting tool, Jobber works well. For full business management, ServiceTitan is the better choice.
If you want to compare platforms side by side, explore HVAC software comparison guide.
Final verdict: is QuoteIQ worth it?
QuoteIQ is one of the best tools available for HVAC companies that want to improve their estimates and close more jobs.
It works best as a sales-focused add-on rather than a full software replacement. If your business already uses a platform like ServiceTitan or Jobber, QuoteIQ can significantly improve how you present quotes and increase revenue per job.
For a full breakdown of tools across all categories, visit best HVAC software for small businesses.
Frequently asked questions about QuoteIQ
What is QuoteIQ?
QuoteIQ is an HVAC estimating tool designed to create visual quotes and improve close rates.
Is QuoteIQ a CRM?
No, QuoteIQ is not a CRM. It focuses on estimating and sales rather than full business management.
Does QuoteIQ replace HVAC software?
No, it works alongside HVAC software like ServiceTitan or Jobber.
Is QuoteIQ good for small HVAC businesses?
Yes, especially if improving quote conversions is a priority.