QuoteIQ AI estimating and scheduling for electrical contractors

If you searched for QuoteIQ AI estimating scheduling electrical contractors, here is the straight answer: QuoteIQ is a low-entry-price field service app with an AI Estimator, a shared schedule and invoicing in one place. It is a good fit for small electrical shops that quote a lot, as long as you know where its electrical coverage stops.

How this page is funded: QuoteIQ is our featured partner: if you sign up through our links we earn a commission, at no extra cost to you. It does not change the prices or limitations we report. Full disclosure.

Logo courtesy of QuoteIQ.

What QuoteIQ's AI estimating actually does

The AI Estimator works like a conversation. You describe the job in plain words or upload photos of the property, the AI asks follow-up questions, and it suggests line items and pricing for you to review before anything goes to the customer. QuoteIQ's own caveat is worth repeating: the AI "does not know about site conditions you have not supplied", so you still check quantities, materials and local costs. You can read the vendor's description on its AI quoting page.

Around it sit the tools you use daily:

• Price book. Tap saved services, enter a quantity and the totals update. Listed on all plans.
• AI Copilot. Edit an estimate or invoice by voice or text ("add service, apply discount"), in Auto Accept or Review mode.
• Estimate types. Standard, Options (selectable add-ons and alternatives) and Package (tiered or bundled).
• E-signatures and deposits. Estimates can require a deposit, and editing after sending voids the pending signature, so nobody signs an old version.

AI use draws on monthly IQ Credits (500 on Essentials up to 8,000 on Max), and QuoteIQ says each AI action shows its credit cost before it runs.

Using it for electrical jobs

QuoteIQ's electrician page is generic: it does not mention electrical templates, an electrical price book, permits, or load and panel calculations. So what follows is how an electrician would set it up using the general tools, not electrical features the vendor claims.

Panel upgrades

A panel upgrade is a classic good/better/best job, built as a Package estimate: a like-for-like swap, a larger service, and a version with surge protection or a subpanel. The AI Estimator can draft the first pass from a description and photos of the existing panel; you then correct the amperage, breakers and labour hours against what you actually saw.

EV charger installs

EV chargers suit an Options estimate: the base install, with the longer circuit run, a dedicated subpanel or a customer-supplied charger as selectable lines. Save each as a price-book service. If you have the Elite plan, InstaQuote lets customers start a quote themselves online.

Service calls

For outlets and troubleshooting, the price book matters more than the AI: save your trip charge and common repairs, invoice on site, take the card. QuoteIQ Cam (Beginner and up) and inspection forms cover the before/after photos and the pre-job inspection the electrician page highlights.

Rewires and larger projects

On a rewire the risk is the estimate missing something. Use the AI draft as a checklist and price from your own takeoff. Job costing (Pro and up) shows whether the job made money once materials and hours are in, and inventory by truck or warehouse (Elite and up) helps track wire and devices across jobs.

One tool to skip: MapMeasure Pro measures areas from satellite imagery, which suits exterior trades far more than most electrical work.

Scheduling and dispatch for an electrical crew

The schedule is a shared calendar with day, week and month views. On desktop you drag a job onto the calendar or drag to reschedule, with Undo, and QuoteIQ warns on conflicts and double-booking. Visits can be one-time or recurring, with single occurrences editable. Details are on the scheduling page.

The tiers matter here. Assigning jobs to individual techs needs Pro, "On The Way" texts are on Pro and up, customer self-booking (InstaSchedule) and route optimization ("Route The Day") need Elite, and crew assignment needs Max. GPS tracking uses the tech's phone; there is no vehicle hardware tracking. Once you dispatch four or more electricians, Pro is the realistic floor.

Invoicing and payments

An accepted estimate converts to an invoice. You can also send single invoices, mass invoices and recurring invoices on Due on receipt, Net 15 or Net 30 terms. Customers pay by card on file or ACH through Stripe, and you can log cash and checks, deposits and partial payments. Pay Over Time customer financing runs through Stripe or Whop and pays the business upfront, which is useful on a panel or service upgrade. Processing fees are not published and are separate from the subscription.

Electrical jobs are high-touch, and QuoteIQ pitches its ClientHub for that: a business number, two-way texting, in-app calling logged to the customer record, voicemail transcripts and AI call summaries. In-app calling and texting are on Pro and up. On Elite and up, Review Multiplier can send automatic review requests when an invoice is paid, and QuickBooks Online sync (not Desktop) is on Pro and up.

QuoteIQ pricing for 1-, 2-, 4- and 10-person electrical shops

Every plan is a flat monthly fee with a set number of users included; extra users are $25/user/mo on any plan. Annual billing is advertised as "2 months free".

Prices from QuoteIQ's pricing page, checked Oct 2026. AI and communication usage beyond the monthly IQ Credits may cost extra. Full breakdown in our QuoteIQ pricing guide.

Limitations electricians should know

• No electrical-specific tools. No electrical templates, price book, permit tracking or load and panel calculations. You build your own services.
• Heavy tier gating. QuickBooks, job costing and in-app calling need Pro ($199.99). Online booking, route optimization and inventory need Elite ($299.99).
• QuickBooks Online only. QuickBooks Desktop is not supported.
• No payroll, bookkeeping or expense cards, and English only.
• Phone GPS only. No vehicle hardware tracking.
• Usage costs. AI and communication run on IQ Credits, and QuoteIQ says usage may cost extra.
• Pro caps at 4 users, so a 5–6 person shop pays $25 per extra user or moves to Elite.

QuoteIQ vs Jobber and Housecall Pro for electricians

— means not listed in our reviews. Jobber and Housecall Pro figures as published on our site, Oct 2026.

Our best electrician software roundup ranks Jobber first for its same-day setup and the cleanest customer experience, and Housecall Pro for booking-driven service calls. QuoteIQ wins for estimate-heavy shops on a budget. Jobber is stronger if you want online booking without a $299.99 plan; Housecall Pro is stronger if homeowners book you from Google. The full head-to-head is in QuoteIQ vs Jobber, and our full QuoteIQ review covers every feature area.

Setting it up: a first-week plan

1. Pick the plan for your headcount using the table above. Start the trial on the tier you would actually buy, because tier limits apply during the trial.
2. Import customers and build the price book: trip charge, common repairs, panel swaps and EV installs at your real prices.
3. Create two or three Package estimates you send often, so the AI drafts have your structure to sit inside.
4. Connect Stripe for card and ACH payments.
5. Set up the schedule: add your techs, then put a real week of jobs on the calendar.
6. Run real jobs for the full 14 days before the card is charged.

Start your QuoteIQ free trial →Affiliate link · same price for you. 14-day trial; a card is required to start.

QuoteIQ AI estimating and scheduling: electrical contractor questions

How we review software

We trial the tools ourselves, run real work through them and score setup, daily friction, the customer's experience and price transparency. QuoteIQ facts on this page come from the vendor's own pages and public review sites, checked Oct 2026. How we make money.