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SMG Tools vs QuoteIQ

An honest comparison for a business choosing between them, or thinking of switching. Every fact about QuoteIQ is quoted from its own pages, with the date it was checked.

On every plan

Everything here is on every SMG Tools plan, the free one included. QuoteIQ has 5 of these 14 on every plan of its own.

A year, at your volume

What a year costs a business with 2 people in the office, 3 technicians in the field, and $25,000 a month in card payments averaging $350.

Plan Subscription Extra users Card fees A year Beside SMG Tools
SMG Tools Crew $1,188 None $9,707 $10,895
QuoteIQ Essentials $300 $1,200 Not published $1,500 and card fees Not known: no card rate published
QuoteIQ Beginner $1,000 $900 Not published $1,900 and card fees Not known: no card rate published
QuoteIQ Pro $2,000 $300 Not published $2,300 and card fees Not known: no card rate published
QuoteIQ Elite $3,000 None Not published $3,000 and card fees Not known: no card rate published
QuoteIQ Max $7,000 None Not published $7,000 and card fees Not known: no card rate published

A year on SMG Tools Crew is $10,895, card fees included. QuoteIQ publishes no card rate, so its years here are its subscriptions alone. Crew includes 5 office seats and any number of field workers.

QuoteIQ’s prices are its lowest, billed annually, for everybody who uses it, office and field; SMG Tools’ are monthly. Card fees are each product’s published rate for a domestic card payment: QuoteIQ, none published; SMG Tools, Stripe’s 2.9% + 30¢ plus 0.25%.

Where SMG Tools is different

  • SMG Tools prices the office, not the crew: Crew is $99 a month with 5 office seats and any number of field workers. QuoteIQ counts everybody who uses it, at $25 a month for each user past a plan’s own.
  • A page for each client: on every SMG Tools plan; QuoteIQ’s Client Portal on Pro, Elite and Max, from $1,999.99 a year.
  • Job costing: on every SMG Tools plan; QuoteIQ’s Job Costing on Pro, Elite and Max, from $1,999.99 a year.
  • Route planning: on every SMG Tools plan; QuoteIQ’s Route Optimization on Elite and Max, from $2,999.99 a year.
  • Time tracking: on every SMG Tools plan; QuoteIQ’s Time Tracker Pro on Elite and Max, from $2,999.99 a year.
  • Expense tracking: on every SMG Tools plan; QuoteIQ’s Expense Tracking on Beginner, Pro, Elite and Max, from $999.99 a year.
  • Inventory and truck stock: on every SMG Tools plan; QuoteIQ’s Inventory Tracking on Elite and Max, from $2,999.99 a year.

Where QuoteIQ is stronger

  • AI CoPilot: on every QuoteIQ plan. SMG Tools’ Assistant is on Professional.
  • Virtual Call Team, using monthly AI credits: on every QuoteIQ plan. SMG Tools’ Phone Assistant is an add-on, $19/month.
  • Roof and pitch measurement, and AI measurement from imagery, on every plan.
  • Mobile apps for iOS and Android on every plan.
  • Consumer financing on every plan, through Stripe’s buy-now-pay-later methods.
  • Crew tracking, creation and scheduling on Max.

Switching

Your clients, the units at their properties, your Price Book and your kinds of work come across from a spreadsheet, each file checked row by row before anything is created. Past jobs, invoices and payments stay in the system you are leaving, as the history: SMG Tools starts from the day you switch. Importing and exporting your data

The facts

What each side has, row by row. SMG Tools’ side is read from the product itself; QuoteIQ’s is quoted from the pages under Sources, below, each as it read on the day it was checked.

What SMG Tools QuoteIQ
Quotes and proposals Proposals: Every plan Create & Send Estimates: Every plan
Options and extras on a quote Proposal Options: Every plan Options Estimates: Every plan
Online booking Online Booking: Every plan Online Booking & Self-Scheduling: Every plan
A page for each client Client Hub: Every plan Client Portal: Pro, Elite and Max
Invoicing and card payments Invoices and payments: Every plan Create & Send Invoices, and online payments: Every plan
Job costing Job costing: Every plan Job Costing: Pro, Elite and Max
Alerts when a job’s profit slips Margin Intelligence: Every plan Not listed on QuoteIQ’s pricing page
Route planning Route Planning: Every plan Route Optimization: Elite and Max
Finding a time for a job Scheduling & dispatch: Every plan Not listed on QuoteIQ’s pricing page
Automations Automations: Every plan AI-Powered Automations, and Email & Text Automation from Pro: Every plan
Time tracking Time tracking: Every plan Time Tracker Pro: Elite and Max
Expense tracking Expenses & receipt scanning: Every plan Expense Tracking: Beginner, Pro, Elite and Max
QuickBooks Online and Xero sync Accounting sync: Professional QuickBooks Integration: Pro, Elite and Max
An AI assistant Assistant: Professional AI CoPilot: Every plan
Answering the phone Phone Assistant: Add-on, $19/month Virtual Call Team, using monthly AI credits: Every plan
Inventory and truck stock Inventory: Every plan Inventory Tracking: Elite and Max
Commissions and pay rules Commissions & pay rules: Every plan Not listed on QuoteIQ’s pricing page
Card payments Stripe 2.9% + 30¢, plus 0.25% (at least $1 on Starter) Not published
Who is charged for Office seats; Crew includes 5 and any number of field workers Count everyone who needs a login, including office staff and field workers.

QuoteIQ’s plans

PlanUsersBilled annuallyBilled monthly
Essentials 1 user $299.99 a year $29.99 a month
Beginner 2 users $999.99 a year $99.99 a month
Pro 4 users $1,999.99 a year $199.99 a month
Elite 10 users $2,999.99 a year $299.99 a month
Max 20 users $6,999.99 a year $699.99 a month

Each user past a plan’s own: $25 a month.

Sources:

QuoteIQ is a trademark of its owner, used here only to say which product is meant. This page compares published facts, checked October 7, 2026; if one has changed, email support@smgtools.com and we will correct it.

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