Quoteiq Essentials Plan Features

Core Features

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Run Your Business From Day One

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Essentials comes loaded with the tools solo operators actually use — no fluff, no upsells.

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Create & Send Estimates

Build professional-looking estimates in minutes. Send directly to customers via text or email.

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Create & Send Invoices

Convert estimates to invoices instantly. Accept online payments and tips right from the invoice.

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Scheduling & Calendar

Keep your jobs organized with a built-in calendar. Never double-book or miss an appointment again.

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Price Book

Save your services and pricing for lightning-fast estimates. Stay consistent across every job.

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Accept Online Payments

Get paid faster with built-in Stripe processing. Customers pay online — no chasing checks.

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Business Calculators

Built-in calculators and the National Average Guide help you price jobs with confidence.

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What’s Included

The Full Essentials Rundown

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Everything in the Essentials plan at a glance.

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Create & Send Estimates

Create & Send Invoices

Invoice Subscriptions

Price Book

Accept Online Payments

Accept Tips on Invoices

Scheduling & Calendar

Mass Import Contacts

Business Calculators

National Average Guide

Website Version

Export Data

Basic Business Analytics

Client Portal

Tap to Pay

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14-Day Free Trial

AI That Works For You

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Every Essentials plan comes with 500 AI credits per month. Use them for smart automations that save you hours every week.

AutoPilot

Automate follow-ups & reminders

Virtual Call Team

Never miss a customer call

Estimate Generator

AI-powered estimates in seconds

Before & After Generator

Auto-create marketing content

Auto Complete

Smart text suggestions