MyQuoteIQ vs ServiceTitan

Introduction to MyQuoteIQ and ServiceTitan

When it comes to choosing the right software for your business, especially in the field service industries like HVAC, plumbing, or electrical, picking the right customer relationship management (CRM) tool can make a big difference. Two popular tools that often come up in conversations are MyQuoteIQ and ServiceTitan. Both offer strong quoting and job management features, but they are made for very different types of businesses.

MyQuoteIQ focuses on making quoting simple and easy. It’s designed for businesses that want to send quotes quickly, manage customers, and stay organized without dealing with complicated tools. It’s helpful for growing companies that don’t have a whole lot of extra time to learn tech-heavy software.

ServiceTitan, on the other hand, is better for large companies. It comes with powerful tools for scheduling, dispatching, financing, and even payroll. It’s a bigger platform meant to handle lots of employees, trucks, and customers each day. If you’ve got a full team and need something that can do a lot more than quoting, ServiceTitan may be a better fit.

This article will go over the biggest differences between the two, along with some of the tools they each offer, to help you decide which one works best for you.

MyQuoteIQ Overview: Tools Made for Simpler Job Quoting

MyQuoteIQ is designed to help small and medium-sized service businesses with quotes and customer details. Its strongest feature is the way it lets you build quotes fast. You can create reusable templates, add company logos, and check the status of each quote in real time. That means less guessing and more closing.

For many business owners, sending a quote once took a long time. You might have had to write it out, email it, and then go back and forth with the customer several times. MyQuoteIQ makes this process smoother with features that help you automate almost everything. The platform includes tools to track quotes, follow up with customers, and store all message history in one place.

The mobile-friendly setup is also helpful because many service pros are always on the move. MyQuoteIQ lets you pull up quotes, customer details, or price calculators right from your phone or tablet. If you’re working in the field and need to give pricing quickly, it’s built to keep up.

ServiceTitan Overview: Built for Larger Teams

ServiceTitan is a powerful software built for operations with lots of moving parts. It combines tools for managing people, jobs, trucks, inventory, payroll, sales, and customer interactions all in one place. If you’re a business with dozens of techs in the field or a busy call center team, this platform can help keep everything running smoothly.

One of ServiceTitan’s best features is the dispatch board. This lets dispatchers easily move service jobs around, assign crews, and keep track of where everyone is. It even hooks into GPS and route planning tools to make scheduling smarter. Large companies benefit from having these features all in one place.

It also includes more complicated features like sales tracking tools, marketing integrations such as Google Local Services Ads, and ways to help businesses offer customer financing. That makes it great for large service companies that want to grow quickly and handle more customers.

ServiceTitan tends to be more complex than other CRMs, so it comes with deeper training systems, such as the “Titan Advisor” program and customer success teams. It’s not the best fit if you want something up and running in a day, but it’s helpful for fast-growing businesses with multiple departments.

Features in Focus: Quoting and Communication Tools

MyQuoteIQ is all about quoting. It comes with quote templates that are easy to edit, tools to track quote progress, and the option to brand your quotes with your company’s colors and logo. It also connects quote follow-ups directly with client profiles, so your team always knows which customer needs a call or email.

The platform makes it simple to look professional, even if you’re a one-person shop. You don’t need a designer to make estimates that look clean and clear. There’s even a quote calculator built in to help you price items based on cost, time, or material. From a sales point of view, this saves a ton of time and guesswork.

ServiceTitan does have quoting tools, but they’re only one part of a larger system. Quotes are tied to your whole job history, truck inventories, and service menus. If you have several sales reps, ServiceTitan gives them digital price books and selling tools that help close deals during in-home visits. It can also connect quotes to financing options to make higher-ticket jobs easier to sell.

If you’re mainly looking for clean and fast quoting with light customer management, MyQuoteIQ might do the job. If your business needs deeper control over pricing, job costs, and sales strategies, ServiceTitan may be the right pick.

Integrations and Customization

MyQuoteIQ offers some integrations but is not the best for businesses needing lots of third-party tools to connect. Most of its features are designed to work as one full system. You can connect it with some accounting software or email tools, but if you’re looking to plug it into a huge tech stack, it might fall a bit short.

That said, the simplicity can be a good thing. You won’t spend hours trying