How to Automate QuoteIQ

QuoteIQ puts a whole back office in the cab of a truck

QuoteIQ is a CRM and operations platform for home service contractors, and it is built to be run from a phone rather than a desk. Electricians, HVAC and plumbing crews, landscapers, painters, roofers, pest control operators and kitchen exhaust cleaners all sit on it.

You can see the design in what it chose to build. MapMeasure Pro measures a property off satellite imagery, so a quote can be priced without driving there. QuoteIQ Cam captures before and after photos and inspection reports at the job. InstaQuote lets a customer build their own quote and see real pricing, and InstaSchedule lets them take a slot off the live calendar.

Behind that sit the ordinary parts: a client database with tags and lead sources, estimates and e-signatures, invoicing with card and ACH payments, a GPS time clock, crews and dispatching, job costing.

The businesses running it are small, and the estimator is usually the person who owns the truck.

The quote goes out in minutes, the paperwork behind it does not

Getting a number to a homeowner is the part QuoteIQ made fast. Everything attached to that number stayed slow.

A restaurant group asks for one price covering nine locations, each with its own hood run and its own access problem, and that arrives as a single email. A property manager will not take an emailed invoice at all, and wants it entered in a vendor portal with a current certificate of insurance on file. The compliance service that checks those certificates rejects one over wording nobody read.

Then the dates. Commercial kitchen exhaust cleaning is scheduled to a frequency set under NFPA 96, and the tag on the hood carries the date it was last done. Nobody in a two-crew business is watching those tags, so the job comes back as an emergency after an inspector mentions it.

Meanwhile an enquiry sits unread in a marketplace app, an invoice from March is still open, and a customer is waiting on photos from a job that finished on Tuesday.

QuoteIQ

Recalls booked off the tag, not the phone call Cleaning intervals and inspection tag dates tracked per site, so the requote goes out weeks before a certificate lapses.

Invoices filed where they get paid Submissions lodged in each property manager's vendor portal on its own cycle, with the certificate of insurance attached.

Enquiries picked up before the second quote Leads gathered each morning from marketplace apps, business messages and the website form, with a reply drafted for the owner to send.

QuoteIQ automations fire on events inside QuoteIQ

QuoteIQ automates more of the customer conversation than most crews turn on, and all of it should be running before anything is added.

Email and Text Automation sends follow-ups on estimates, invoices and review requests. Review Multiplier fires a review request to Google, Facebook, Yelp and Angi as soon as a customer pays. On The Way texts go out when a crew leaves for the job. Invoice Subscriptions auto-bill repeat customers on a recurring schedule. Route Optimization builds the efficient run for the day and Route Density shows where the work clusters. InstaQuote and InstaSchedule let customers quote and book themselves at midnight. Job costing puts real labour and material against each job.

That is a lot, and it is cheap. It also has one shape.

Every trigger in the list is an event QuoteIQ already saw: an estimate sent, a payment taken, a job marked complete, a date on its own calendar. Nothing fires because a hood tag expires in six weeks, because a county published an inspection report, or because an enquiry landed in an app nobody opened.

A compliance date can put the job on the calendar

Every job in this trade starts as a quote somebody wrote, and what prompts the next quote is usually a date on a piece of paper somewhere else.

Cleaning intervals and the dates on inspection tags tracked per site, so a requote reaches the kitchen manager weeks before the certificate lapses rather than after a fire marshal reads it. County health inspection reports checked where the county publishes them, so a restaurant written up for grease build-up gets a call the same week.

A multi-location request turned into a priced quote per site instead of one lump, with last year's access notes attached. Invoices lodged in each property manager's vendor portal on its own billing cycle, and certificates of insurance filed wherever the compliance service insists.

Enquiries collected each morning from marketplace apps, business messages and the website form, with a reply drafted so the first response is not a matter of who checked which app. Compliance certificates and the before and after set delivered after each clean.

Keep the pricing and the sending supervised. Gathering dates, reading portals and drafting can run overnight. A price and a message to a customer should have a person behind them.

Pricing a job stays with the owner

Reading a county report and refreshing a vendor portal takes no judgement at all, and between them they decide how much work is booked in six weeks.

WebRun is an agent that works a real Chrome browser, signed in as you. It opens the marketplace inbox, the county's inspection records, a property manager's vendor portal or the payment processor, and brings what it finds back into QuoteIQ as a lead, a job to quote, or a flag on an account.

You choose the schedule, it runs in your own private environment, and you can stop a run mid-way. Anything a customer receives is drafted and held, because at this size the quote is the relationship.

What follows is a set of workflows already built, each listing the sites it touches.