15 New QuoteIQ Features (March 2026 Update) – Full Walkthrough

15 New QuoteIQ Features (March 2026 Update) – Full Walkthrough This is the biggest update ever released for QuoteIQ. In this video, we walk through 50+ new features, improvements, and AI upgrades built specifically for contractors and home service businesses. From the brand-new Client Portal to AI-powered imports, automation upgrades, scheduling improvements, and deeper sales pipelines, this update changes how contractors run their entire business. If you’re using Jobber, Housecall Pro, or ServiceTitan — this is what modern CRM software looks like in 2026. ⸻ What This Update Includes • Client Portal (biggest feature release) • MapMeasure Pro upgrades • AI Smart Import (contacts & services) • AI Autopilot upgrades (30+ new actions) • Estimate & invoice improvements • ACH payment support • Scheduling & calendar upgrades • Automation V2 engine (fully rebuilt) • Sales pipeline redesign • Contact analytics & tracking • Time tracking & break tracking • QuickBooks sync improvements • App-wide performance upgrades ⸻ Client Portal (Game-Changer Feature) • Shareable portal link per customer • Customers can view estimates, invoices, jobs, and forms • Submit service requests directly • 24/7 account access • Custom branding + links (reviews, quotes, etc.) This reduces inbound calls and gives your business a modern, professional experience . ⸻ AI & Smart Features AI Smart Import • Import contacts from Jobber, Housecall Pro, ServiceTitan • No manual mapping or cleanup • AI auto-translates data AI Autopilot Upgrades • 30+ new commands • Create estimates, schedule jobs, send messages • Batch actions & automation control ⸻ Estimates, Invoices & Payments • Rename estimates (quote/proposal) • Hide line item pricing • Convert estimates into subscriptions • ACH payments now supported • Improved invoice checkout flow ⸻ Scheduling & Calendar Improvements • Multi-day job scheduling • “Schedule Later” queue • Drag-and-drop improvements • Completed job indicators • Route optimization tools • Calendar action menu upgrades Designed for real contractor workflows. ⸻ Automation V2 (Fully Rebuilt) • New automation dashboard • Queue + history visibility • Reliable send timing (no duplicates) • Template variables (auto-fill customer/job data) • Grouping, filtering, and search Your follow-ups, reminders, and campaigns now run flawlessly. ⸻ Sales Pipelines (Major Upgrade) • Full redesign + better UI • Multi-assignee support • Attach files, tasks, notes • Internal team communication • Custom workflows (lead → close) Replaces tools like HubSpot pipelines at a fraction of the cost. ⸻ Contacts, Team & Business Insights • Customer schedule analytics • Full job history + value tracking • Employee notification controls • Time tracking with break tracking • Expense filters + CSV exports Everything tied to each customer profile. ⸻ Additional Features • Inventory & package UI redesign • Good / Better / Best pricing packages • Improved QuickBooks sync • Duplicate prevention & auto-sync • Better app performance overall ⸻ ⏱ Video Chapters 00:00 March 2026 update overview 00:30 What’s included in the update 01:36 Client Portal walkthrough 03:05 Estimates, invoices, and appointments in portal 04:05 Managing service requests 05:12 MapMeasure Pro visual upgrades 06:57 AI Smart Import demo 08:16 AI Autopilot improvements 08:48 Estimate & invoice upgrades 09:57 ACH payments walkthrough 11:50 Scheduling upgrades 12:52 Schedule Later feature 13:58 Completed job indicators 15:10 Automation V2 rebuild 17:46 Sales pipeline redesign 21:02 Contact analytics & tracking 22:50 Package & pricing updates 23:23 QuickBooks improvements 23:50 Final thoughts 🚨 Try 𝙌𝙪𝙤𝙩𝙚𝙄𝙌 Free 👉 http://myquoteiq.com ✅ Schedule A Demo: https://bit.ly/QIQDemo