Switch from QuoteIQ · Updated May 2026

Switching from QuoteIQ to JobStack: a step-by-step guide.

You've decided to move off QuoteIQ. This guide walks through what to export, how to clean it up, how to import into JobStack, and how to run both in parallel so you don't get stranded.

Why operators leave QuoteIQ

• The five-tier ladder got complicated. Essentials, Beginner, Pro, Elite, Max — figuring out which credits and features live on which plan is its own task. A flat three-tier structure is less to think about.
• AI credits started feeling like rationing. Metered monthly credits mean a busy stretch can run you low on AI auto-replies or estimates. Unmetered AI on a single tier removes that math.
• You want fewer screens, not more. QuoteIQ keeps adding FSM features. If you only use a slice of them, a deliberately lighter tool is easier to run from the truck.
• You'd rather one predictable bill. Flat per-tier pricing with no per-user fees and no usage meter keeps the monthly cost boringly predictable.

What carries over, what changes

The migration, step by step

1. 1

   Export your data from QuoteIQ

   In QuoteIQ, export your customers, quotes, jobs, invoices, and payments to CSV. Save the files to a folder you'll keep for at least 90 days. If you rely on MapMeasure or before/after photos, export those separately — they won't map into a CSV.

2. 2

   Audit before you import

   Skim each CSV for duplicate customers, stale contacts with no jobs in 18+ months, and test records. A few minutes of cleanup now saves hours later; don't aim for perfection.

3. 3

   Import into JobStack

   Sign up at launch, go to Settings → Import, and upload your cleaned CSVs. JobStack maps common field-service columns automatically and flags anything ambiguous to resolve inline. Most solo operators under 500 customers finish in 5–15 minutes.

4. 4

   Rebuild your AI automations

   Where you used QuoteIQ AutoPilot credits, set up JobStack's equivalents: missed-call text-back, voice-to-estimate, and automated follow-ups on the AI Assistant tier — no per-credit limit to manage.

5. 5

   Reconnect integrations

   Connect your payment processor, QuickBooks (Small Crew tier), your SMS number, and your calendar. None should take more than a couple of minutes.

6. 6

   Test with a real job

   Before you cancel QuoteIQ, run one real job end-to-end in JobStack: create the customer, schedule, send the estimate, mark complete, invoice, and take payment. Most issues surface here while you still have QuoteIQ as a fallback.

7. 7

   Run both in parallel for a week

   Keep QuoteIQ accessible for historical lookups for 5–7 business days while you put all new work through JobStack. Cheapest insurance you'll buy all year.

8. 8

   Cancel QuoteIQ and archive your exports

   After a full billing cycle on JobStack, download a final QuoteIQ export, save it with your step-1 files, and cancel. Keep exports for your tax-retention period.

Common gotchas

• MapMeasure data doesn't have a JobStack equivalent — if measure-by-area quoting is core to your business, weigh that before switching.

• Before/after photo galleries should be exported and re-attached to jobs manually; they won't come through a CSV.

• AI-credit automations are re-created as JobStack follow-ups; map out which QuoteIQ AutoPilot flows you actually rely on first.

• Quote and invoice numbering resets unless you set JobStack to continue from your last QuoteIQ number (Settings → Numbering).

• Recurring jobs rarely import cleanly between platforms — recreate the schedules rather than expecting CSV to handle them.

Realistic timeline

Frequently asked questions

Guide verified as of May 2026. QuoteIQ feature names and export workflows may change; if a step doesn't match what you see, check QuoteIQ's current help documentation. QuoteIQ is a trademark of its owner.