For IT providers & managed-service shops
The CRM for IT services — contracts billed like clockwork.
Sign the service agreement, put the monthly contract on a recurring schedule, and let autopay collect and the books post themselves — no first-of-the-month scramble.
Your week, mapped
The contract runs itself.
Managed service lives on standing contracts billed on time and books that stay current. QuoteHQ carries every account from the first inquiry to the posted invoice, one line at a time.
- 01Lead
An inquiry becomes a scoped engagement.
A prospect asks what managed service would run them. Note it as a lead, and the next step — the agreement — is one click away, not a fresh email thread.
- 02Quote
Draft the service agreement.
Build the agreement from line items — scope, response terms, the monthly fee — and send a branded proposal the client signs in the browser.
- 03Signed
The client signs the agreement online.
You get a sealed, ESIGN-compliant PDF, so the terms everyone agreed to are on the record before the first ticket comes in.
- 04Scheduled
The account lands on your board.
A signed agreement opens the client's workspace with onboarding tasks already on it — nothing copied over by hand into a separate tracker.
- 05Invoiced
Set the monthly contract on a recurring schedule.
The monthly fee raises and sends itself on the day it's due — the same amount, the right service period on every line, no first-of-the-month scramble.
- 06Paid
Autopay clears the invoice on the due date.
Put a card on file with the client's consent and autopay collects the contract fee on schedule — a whole book of standing accounts, and nothing to chase.
- 07Booked
Every contract posts to QuickBooks, categorized.
Each contract invoice posts as income, each payment clears against it, and any card-price difference lands categorized alongside them — automatically, the moment money moves.
The question every IT provider asks first
Does this replace our ticketing tool?
No. QuoteHQ isn’t a help-desk or ticketing system — it runs the agreement, the recurring bill, and the books. It sits alongside whatever tool your team already uses to track and resolve tickets, and hands that tool a signed, scoped client to work from.
Questions IT providers ask.
What does QuoteHQ cost for an MSP or IT shop?
Three per-seat plans, billed monthly: Core at $29, Pro at $79, and Agency at $149 per user, per month. Every plan starts with a 14-day free trial and no card is required to begin. Add a seat per technician or account manager who quotes and bills — there's no separate charge to accept payments.
Does it push our monthly contracts to QuickBooks?
Yes. QuoteHQ pushes to QuickBooks Online for US businesses: every recurring contract invoice, the payments against it, and any card-price difference post automatically and land categorized. Already keep books there? The import wizard brings your existing customers and items over.
Are e-signed service agreements legally valid?
They're built to the U.S. ESIGN Act. When a client signs the service agreement, QuoteHQ captures their consent, name, IP address, browser, and a timestamp, then seals the document to a tamper-evident PDF fingerprinted with a SHA-256 hash and keeps it in a retained archive.
What happens to the card difference on a monthly contract?
Your clients cover it, not you. Every invoice lists a card price — computed automatically — and a bank-transfer price. A client who pays by card covers the difference inside the card price; a bank transfer (ACH), the usual choice for a standing monthly contract, carries no card difference at all. Either way you receive your contract fee in full.
Do we keep ownership of our client data?
Yes. For the client records you enter, QuoteHQ acts as your processor — we never sell personal information and never use your data to train general-purpose AI models. Every signed service agreement is retained and downloadable as a sealed PDF, so your book of business stays yours.
Keep reading
Creative retainers or solo advisory? QuoteHQ for agencies and for consultants.
Put every contract on the clock.
Start the trial, sign your first agreement, and let each month bill, collect, and post itself.