QuoteIQ

https://youtu.be/QAsF8iFKy34

20 hours ago | [YT] | 0

QuoteIQ

https://youtu.be/9JpxQi58zCs

4 days ago | [YT] | 3

QuoteIQ

What is QuoteIQ Pipelines?

QuoteIQ Pipelines is a visual workflow tool that helps you track leads, estimates, and jobs as they move through your business. It gives you a clear, drag-and-drop view of where every opportunity stands—from first contact to completed job.

Who is Pipelines built for?

Pipelines is designed for service businesses that send estimates, schedule jobs, and manage customers. It works especially well for home service companies that want a simple way to track progress without spreadsheets or sticky notes.

How does the pipeline view work?

Each lead or job appears as a card on a visual board. You can move cards between stages like New Lead, Estimate Sent, Approved, or Completed just by dragging them. This makes it easy to see what needs attention at any moment.

Can I customize my pipeline stages?

Yes. You can create and name stages that match how your business operates. Whether you want a simple sales pipeline or a more detailed job workflow, you can set it up your way.

Does Pipelines help with follow-ups?

Yes. Pipelines connects with other QuoteIQ tools, allowing you to automate follow-ups and next steps as leads move through stages, helping you stay consistent and avoid missed opportunities.

Can Pipelines help me forecast revenue?

Yes. Each stage can be assigned a probability, allowing you to see weighted revenue projections based on where leads and jobs currently sit in your pipeline.

Is Pipelines connected to estimates, scheduling, and invoicing?

Yes. Pipelines ties directly into the rest of QuoteIQ, so estimates, scheduled jobs, signed approvals, and invoices stay connected as a lead moves forward.

Can my team use Pipelines on mobile?

Yes. Pipelines updates in real time across desktop and mobile, so your team can move deals, update statuses, and stay aligned whether they’re in the office or in the field.

Does Pipelines replace notes or spreadsheets?

For most businesses, yes. Pipelines centralizes lead status, job progress, customer information, and history in one place, reducing the need for manual tracking.

What’s the main benefit of using Pipelines?

The biggest benefit is clarity. Pipelines shows you exactly what’s happening in your business, what needs action next, and where revenue is coming from—all in one visual view.

2 weeks ago | [YT] | 8

QuoteIQ

https://youtu.be/c-UKZOh0pcg?si=Osc2H...

2 weeks ago | [YT] | 2

QuoteIQ

QuoteIQ just added zone-based scheduling rules — and this quietly fixes a major operational problem.

With this update, you can assign specific service days to specific zones. Customers only see availability on the days you’ve designated for their zone — not your entire calendar.

That means if Zone A is serviced on Mondays and Thursdays, and Zone B is serviced on Tuesdays, customers in each area only see those days as bookable. No more manually moving jobs. No more explaining why a “Tuesday” appointment doesn’t actually work for that location.

The real benefit isn’t convenience — it’s control.

This setup:
• Keeps routes tight and predictable
• Reduces drive time and fuel costs
• Prevents scattered bookings that wreck a day
• Protects margins by limiting unnecessary travel
• Lets you scale zones without adding chaos

Instead of reacting to where jobs land, you decide when each area gets serviced — and the system enforces it automatically.

Scheduling shouldn’t create problems your team has to fix later.
It should reflect how your business actually runs.

2 weeks ago | [YT] | 6

QuoteIQ

Fast estimates sound great.

Until you’re the one calling a customer to explain why the price has to change before the work even starts.

That’s the gap InstaQuote was built to solve.

Most quoting tools focus on speed. They pull surface-level data from the internet, make assumptions, and produce a number quickly. The problem is that most of what actually affects a job’s cost isn’t visible online. Access, surface conditions, pitch, obstacles, and risk all change the scope — and they don’t show up in a basic address lookup.

QuoteIQ's InstaQuote takes a different approach. It’s designed to collect the details that matter, apply them through a consistent pricing framework, and produce estimates that hold up when the work begins. Not guesses. Not averages. Real numbers based on real inputs.

Speed is useful. Accuracy is essential.

Because speed doesn’t matter if the estimate has to be changed before the work begins. Your customer's will lose trust as soon as you raise their prices.

Try a 14-Day Free Trial at MyQuoteIQ.com

2 weeks ago | [YT] | 8

QuoteIQ

Checkout Our New Routing Feature | Route Density

2 weeks ago | [YT] | 3

QuoteIQ

https://youtu.be/mNoNLqqWtsQ

1 month ago | [YT] | 3

QuoteIQ

🚀 Introducing a New Feature: QuoteIQ Pipelines

See everything in your business at a glance.

QuoteIQ Pipelines gives you a fully customizable board to track what matters most — leads, jobs, or tasks. Use it as a sales pipeline to move prospects from first contact to closed deal, or as a task board to manage jobs from start to finish.

Create unlimited pipelines with custom stages that match how you actually work. Attach customers, link estimates, assign employees, and add notes so every detail lives in one place.

No more guessing where things stand.
Pipelines puts you in complete control.

1 month ago | [YT] | 2