For IT providers & managed-service shops
Monthly service, 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.
The contract runs itself.
Managed service lives on standing contracts billed on time and books that stay current. QuoteHQ handles the agreement, the monthly bill, and the posting from one place.
The agreement
Get the service agreement signed.
Draft the managed-service agreement — scope, response terms, monthly fee — and send a branded proposal the client signs in the browser. You get a sealed, ESIGN-compliant PDF, so the terms everyone agreed to are on the record before the first ticket.
The monthly bill
Bill the contract like clockwork.
Set the monthly fee on a recurring schedule and QuoteHQ raises and sends each invoice on the day it's due — the same amount, the right service period on every line. A book of standing contracts bills itself; nothing waits on you to remember the first of the month.
The books
Let the books post themselves.
Every contract invoice posts to QuickBooks as income, each payment clears against it, and the processor fee books as an expense — automatically, the moment money moves. Month-end is a quick review, not a night of retyping the same recurring line.
The standing contract
Bill once, then leave it alone.
A managed-service contract is the same fee every month for years. Set it on a monthly schedule with a card on file and the client’s consent, and QuoteHQ raises the invoice, collects on the day, and posts the entry — every cycle, untouched.
How the QuickBooks sync works →A managed-service contract
- Cadence
- Monthly
- Collected
- Autopay, with consent
- Posted to QuickBooks
- Every cycle
Questions IT providers ask.
What does QuoteHQ cost for an MSP or IT shop?
Per-seat, billed monthly: Core at $29, Pro at $79, and Agency at $149 per user, per month, each with a 14-day free trial and no card required to start. Add a seat per technician or account manager who quotes and bills — there's no separate monthly fee to accept card or bank payments.
Does it push our monthly contracts to QuickBooks?
Yes — push-only to QuickBooks Online for US businesses. Every recurring contract invoice, the payments against it, and the processor fees post automatically and land categorized, so a full book of managed-service accounts posts without data entry. An import wizard brings your existing customers and items over when you connect.
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 — the record you want if terms are ever questioned.
What happens to card fees on a monthly contract?
Your clients cover them, not you. Every invoice lists a card price — computed automatically — and a bank-transfer price. A client who pays by card covers the processing cost inside the card price; a bank transfer (ACH), the usual choice for a standing monthly contract, carries no card fee at all. Either way you receive your contract fee in full.
Do we keep ownership of our client data?
Yes. QuoteHQ acts as your processor for the client records you enter — we never sell personal information and never train general-purpose AI models on your data. 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.