QuoteIQ vs Workiz: published plans or a sales quote?

Workiz is a capable all-rounder that keeps its prices behind a sales conversation. QuoteIQ puts every tier on its pricing page. That difference shapes almost everything else in this comparison.

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Published price vs sales call

You can't budget for Workiz without talking to Workiz. Its Standard plan is quote only and the page doesn't say how many users it includes. QuoteIQ's comparison says Workiz's phone, AI answering and marketing tools are priced separately on top. That's QuoteIQ's description, but it matches what Workiz's own page leaves out.

QuoteIQ shows everything: Essentials $29.99 with one user, Beginner $99.99 with two, Pro $199.99 with four, Elite $299.99 with ten, Max $699.99 with twenty, and $25 per extra user. The catch is IQ Credits. AI estimates, AI calls and texts draw on a monthly allowance that resets and doesn't roll over, and top-ups start at $25 for 2,500. Read our guide to IQ Credits before you assume the sticker price is the whole bill.

Workiz details from Workiz's pricing page: Standard lists scheduling, invoices, jobs, estimates, 5 automations, online payments, service areas, reports, custom fields, subcontractors and QuickBooks.

Where Workiz wins

Credit where it's due. Workiz's Standard plan includes QuickBooks and subcontractor management, which QuoteIQ either gates (QuickBooks from Pro) or doesn't advertise. QuoteIQ's own page concedes that Workiz offers online booking on every plan and tells readers to “pick Workiz if you need its Ultimate-tier operations tools (service plans, equipment tracking, purchase orders, Open API) or its lead-marketplace integrations.” That's an unusually fair line from a vendor, and we agree with it.

The trial is also friendlier: no card, so there's nothing to cancel. It's only seven days, though, which is tight for testing a week of real jobs.

Where QuoteIQ wins

For shops where most revenue starts as an estimate, QuoteIQ is built around that moment. The AI Estimator drafts priced line items from a description, voice note or photos, then lets you edit, send, get it signed and turn it into an invoice. MapMeasure Pro pulls lawn, driveway or roof measurements from satellite imagery straight into the quote. Options and Package estimates let customers pick good, better or best. None of that appears on Workiz's pricing page. QuoteIQ's AI Estimator page describes the workflow in the vendor's words.

QuoteIQ also gives you a 24/7 AI receptionist on every plan and a two-week trial, and you know the monthly price before you speak to anyone. QuoteIQ's own Workiz comparison argues the cost side in more detail; read it as the vendor's case.

Test both trials the same way

Seven days on Workiz and fourteen on QuoteIQ is enough if you plan it. Here's the order we'd use:

1. Pick five real jobs from last month: one small, three typical, one big.
2. Quote each in both tools. Time yourself and note how many edits the quote needs.
3. Schedule two of them and send an invoice with a payment link.
4. Check what each tool needs before you can book online, sync to QuickBooks or answer calls with AI, and what that tier costs.
5. On QuoteIQ, watch your 250 trial IQ Credits; that tells you how fast AI use burns through an allowance.

Don't switch plans during the QuoteIQ trial; doing so ends the trial and starts billing.

What to ask the Workiz sales rep

Because Workiz quotes each shop separately, go into the call with a list. These are the questions we'd want answered in writing, so you can line the total up against QuoteIQ's public plans:

• How many users does Standard include, and what does each extra one cost?
• Is online booking included on Standard, as QuoteIQ says it is on every Workiz plan?
• What do the phone system and AI answering cost on top, and are calls billed per minute?
• Which tier includes service plans, equipment tracking and purchase orders?
• Is there a contract or a minimum term, and what does monthly billing cost versus annual?

Then compare the total with the QuoteIQ tier that matches. If you need InstaSchedule booking, that's Elite at $299.99 with ten users. If you don't, Pro at $199.99 covers four people with QuickBooks Online and job costing.

Migration notes

Coming from Workiz, export clients, services, estimates and invoices to CSV and run them through QuoteIQ's AI Smart Import. Payment history isn't carried across. Imported contacts default to opted-in for automated emails, so check that before switching on any automation. Our how to use QuoteIQ guide walks through the first week of setup.

Leaving QuoteIQ later is simple too: plans are month to month, but fees aren't refunded for partial months, so cancel near the end of a billing cycle. Our cancellation guide shows where the button lives.

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Workiz vs QuoteIQ: your questions