QuoteIQ for HVAC: Fit, Features and Pricing
HVAC is two businesses in one: emergency no-heat and no-AC calls, and the steady maintenance agreements that keep the lights on between seasons. Here is how QuoteIQ claims to handle both, and where an HVAC owner should be skeptical.
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Workable for small residential HVAC shops that sell simple maintenance plans billed on a schedule and want margin per install. It is not built for equipment-tied service agreements, a big dispatch board or the reporting larger HVAC companies expect.
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What QuoteIQ says for HVAC
The HVAC software page is headlined “The HVAC CRM That Books Maintenance Agreements and Never Misses a Call”. Its HVAC-specific angles are maintenance agreements, online scheduling, margin per install, truck parts through inventory, and capturing no-heat and no-AC calls with the AI receptionist. A separate HVAC FAQ page answers common questions about CRM and dispatch software for the trade.
What QuoteIQ calls maintenance agreements maps to features you can see elsewhere: recurring visits on the calendar plus invoice subscriptions that bill on a schedule. That works for a simple tune-up plan. It is not the same as a membership program tied to installed equipment, which QuoteIQ itself concedes to ServiceTitan on its comparison page.
Features that matter most for HVAC
- Recurring visits and invoice subscriptions. Schedule spring and fall tune-ups and bill the plan automatically. Both are on every plan. See scheduling and dispatch.
- Options estimates for system replacements. Show a good, better and best equipment tier on one quote. Pair it with financing for big-ticket installs, covered in invoicing and payments.
- Job Costing (Pro+). Price minus labor minus expenses gives profit per job, which is how you see margin per install. Read job costing and timesheets.
- AI call capture. The Virtual Call Team answers during a heat wave when every tech is on a roof.
- Inventory (Elite+). Filters, capacitors and refrigerant by truck, with reorder points and purchase orders linked to job costing.
Which plan to pick by crew size
| Crew | Plan | HVAC reason |
|---|---|---|
| 1 tech | Essentials, $29.99 | Recurring tune-ups, subscription billing, financing, AI answering |
| 2 techs | Beginner, $99.99 | QuoteIQ Cam for equipment photos, inspection forms, mass invoicing |
| 3–4 techs | Pro, $199.99 | Margin per install via Job Costing, QuickBooks Online, On The Way texts |
| 5–10 techs | Elite, $299.99 | Truck parts inventory, online booking, routing, GPS time tracking |
| 11–20 techs | Max, $699.99 | Crews, sales tracker and commissions; compare ServiceTitan first |
Pricing reflects new subscriptions from October 2026; QuoteIQ's own feature pages still show older figures. Our pricing guide has the current matrix, and annual vs monthly covers the two-months-free deal.
Gaps HVAC contractors should weigh
- Maintenance plans billed automatically on every plan
- Tiered replacement quotes with financing
- Per-job margin from Pro
- Fast setup with no sales call
- No equipment-tied membership engine
- No large dispatch board for 20+ techs, per QuoteIQ's own comparison
- Inventory and online booking only on Elite
- English-only app
- Weaker reporting than enterprise HVAC platforms
Plan for the cost of growth as well. A six-tech shop on Pro pays for four included users plus two at $25 each, which totals $249.99 a month; Elite at $299.99 includes ten users and adds inventory and routing, so it often makes more sense at that size.
Seasonality matters for credits too. If the AI receptionist takes most calls in July, a monthly allowance that resets and does not roll over may not stretch. Read IQ Credits explained before peak season.
Alternatives worth a look
HVAC companies that sell memberships tied to equipment, or run a call center, should read QuoteIQ vs ServiceTitan. Small HVAC shops that want online booking on an entry plan should check QuoteIQ vs Housecall Pro, and owners switching from Jobber can use QuoteIQ vs Jobber.
HVAC: common questions
Can QuoteIQ manage HVAC maintenance agreements?
For simple plans, yes. You set recurring visits on the calendar and use invoice subscriptions to bill the customer on a schedule, both on every plan. What it lacks is a membership engine tied to specific installed equipment, with tracked agreement terms. QuoteIQ's own ServiceTitan comparison concedes that area.
Which QuoteIQ plan do most HVAC shops need?
Shops with three or four techs usually land on Pro at $199.99 a month, because that is where job costing, QuickBooks Online and the business phone start. If you want truck inventory or customers booking online, you need Elite at $299.99. Solo techs can start on Essentials at $29.99.
Does QuoteIQ track refrigerant and parts inventory?
Inventory is on Elite and Max. It tracks products by location, such as each truck, with reorder points, purchase orders and a transaction trail linked to job costing. We did not find refrigerant-specific compliance logging, so keep your EPA records wherever you keep them today.
Is QuoteIQ an alternative to ServiceTitan for HVAC?
For small residential shops, it can be, mainly because it has published prices starting at $29.99 and no long contract. QuoteIQ itself says it does not match ServiceTitan on reporting, equipment-based agreements or large dispatch boards. Larger HVAC companies should compare both carefully before switching.
Where is QuoteIQ's HVAC FAQ?
QuoteIQ publishes a separate HVAC FAQ page under its HVAC software page, linked near the top of this article with our affiliate tag. It answers general questions about HVAC CRM and dispatch software. Keep in mind it is the vendor's marketing, and some QuoteIQ pages still show prices older than the October 2026 plans.
More context: our QuoteIQ review and the best QuoteIQ alternatives.
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