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Weekly Roundup March 24, 2026 9 min read

FSM Software Roundup: Week of March 24, 2026

QuoteIQ ships its largest release ever — 50+ features including a Client Portal and AI Smart Import. Jobber launches a $250,000 grant program with Daymond John. Here is everything that changed across the FSM software landscape since March 10.

Summary
  • QuoteIQ: 50+ new features in its largest-ever release — Client Portal, Visual Estimates via satellite screenshots, AI Smart Import from any CRM, ACH payments, Automations V2, redesigned Sales Pipeline, multi-day scheduling, and more.
  • Jobber: 2026 Grants program launches — $250,000 total, $100,000 grand prize, Daymond John from Shark Tank partnering on mentorship. Applications open through June 11, 2026.
  • Housecall Pro: February 2026 product release shipped with core updates based on user feedback. Route optimization still absent from all plans as of March 2026.
  • Jobber product updates: Wix integration, auto-archiving automations for quotes and requests, 72 calendar color options, Jobber Voice and Campaign Generator AI features.
  • Platform activity this period: QuoteIQ 10/10 · Jobber 8/10 · Housecall Pro 4/10 · ServiceTitan, FieldPulse, Workiz 2/10
Watch the Full Video Breakdown →

What changed this week in FSM software

The period from March 10 to March 24 was dominated by one story: QuoteIQ shipped its March 2026 update, the platform’s largest single release, covering 50+ new features across 12 product modules. At the same time, Jobber used the period to announce its biggest grants program in six years — a separate initiative, not a product update. Housecall Pro published a February release note with incremental fixes but no headline features. ServiceTitan, FieldPulse, and Workiz had no significant public announcements.

The data this week tells a clear story about where product velocity lives in the FSM space. QuoteIQ touched every major module — payments, scheduling, client communication, AI, sales pipeline, QuickBooks sync — in a single coordinated release. That kind of scope is unusual at any price tier, and it happened across plans starting at $29.99/month with no per-user fees.

Platform Activity Score Key Update This Period Plans From
QuoteIQ10/1050+ features — Client Portal, AI Smart Import, ACH, Visual Estimates, Automations V2$29.99/mo
Jobber8/10$250K grants program, Wix integration, auto-archiving, Jobber Voice + Campaign Generator AI$39/mo (1 user)
Housecall Pro4/10February release — core updates, no headline features; route optimization still not available$79/mo (1 user)
ServiceTitan2/10No public updates this period~$250+/tech/mo
FieldPulse2/10No public updates this periodCustom quote
Workiz2/10No public updates this period$198/mo

QuoteIQ — March 2026 Update: 50+ features shipped

QuoteIQ’s March 2026 update covers everything released between February 7 and March 17, 2026. The platform serves 40,000+ home service contractors across 50+ industries, and this release is described on their site as the most feature-dense window in the company’s history. The update is live across all plans — no waitlist, no beta flags.

Platform Spotlight — March 2026
QuoteIQ ships its largest release ever — 50+ features, zero price increase
QuoteIQ is the FSM platform that consistently delivers the most volume of product updates per billing dollar. The March 2026 release introduced capabilities that competitors either don’t offer natively or charge significant add-on fees to unlock — including satellite property measurement in estimates, AI-assisted CRM migration, and a full client self-service portal. Read the full update →
50+
New Features
12
Modules Updated
40K+
Contractors
4.7★
4,100+ Reviews
Current Pricing — All plans include AI · 14-day free trial
Essentials (1 user)$29.99/mo
Beginner (2 users)$74.99/mo
Pro (4 users)$149.99/mo
Elite (7 users)$249.99/mo
Max (unlimited users)$399.99/mo
Start 14-Day Free Trial →

Client Portal — brand new

The largest single addition in the update is a brand-new Client Portal. Customers now have a dedicated self-service hub where they can view estimates, check invoices, see upcoming appointments, track job status, and submit new service requests — all without calling your office. Portal access is sent via a secure link directly from any contact profile in the app, via SMS or copy-to-clipboard. A new service request dashboard inside the contractor’s account shows all incoming portal requests with real-time status updates, search, and filtering.

This is a feature that Jobber has offered on its Client Hub (available starting at $119/month on the Connect plan). QuoteIQ now includes an equivalent capability on plans starting at $29.99/month.

Visual Estimates via MapMeasure Pro

QuoteIQ’s MapMeasure Pro satellite measurement tool can now export screenshots of measured properties — with dimensions, square footage, and markup visible — and attach them directly to estimates or invoices. For roofing contractors, the update also integrates Google’s Solar API to add color-coded roof pitch visualization on top of satellite images. The result is a visual estimate that includes a satellite photo of the exact property with all measurements labeled, sent as part of the proposal document.

No other FSM platform offers this natively. Competitors that want similar functionality typically require a paid integration with a third-party measurement tool — CompanyCam for photos, EagleView or Hover for measurement — each adding $30–$100+/month to the software bill. In QuoteIQ, MapMeasure Pro is built in at no additional cost across plans that include it.

AI Smart Import

Contractors switching from Jobber, Housecall Pro, ServiceTitan, or any other CRM can now upload a CSV export of their contacts or services and have QuoteIQ’s AI automatically map and import the data — no manual column matching, no cleanup. The system handles format differences between CRM exports automatically. For contractors who have been reluctant to switch platforms because of migration friction, this removes the primary technical barrier.

“InstaQuote and InstaSchedule are a game changer for any business that is serious about scaling to the next level!”

— Mavidan · App Store · Verified Review

ACH bank payments, embedded checkout, and Automations V2

QuoteIQ now supports ACH bank transfer payments via Stripe. Toggle it on from Bank Details settings. Customers see the bank transfer option alongside credit and debit cards on every invoice page. The checkout experience has also been rebuilt — payments now happen in an embedded modal on the invoice page itself, rather than redirecting to a separate Stripe-hosted page. On mobile, checkout goes full-screen. The combination reduces payment abandonment and speeds up collection.

The automations engine was rebuilt from the ground up on Cloud Tasks infrastructure. The previous system had documented reliability issues with duplicate sends and mistimed messages. The V2 rebuild fires automations on time with no duplicates. A new dashboard shows active templates, the pending send queue (with customer-level search and status filtering), sent history, and failure tracking. Template variables can now be inserted from a picker without manually typing variable codes.

What else shipped: a full module-by-module breakdown

🆕 Multi-day scheduling: Jobs that span multiple consecutive days render as continuous calendar events with date ranges shown across all views.
🆕 Ask AI expanded to 30+ actions: Full in-app documentation added. Covers estimate creation, job scheduling, bulk messaging, customer lookup, and more — all by voice or text command.
Sales Pipeline redesign: New deal cards with gradient backgrounds, multi-assignee support, deal-level attachments (PDFs and images), internal notes tab, and date range filters.
Estimate/invoice improvements: Custom document label (Estimate, Proposal, or Quote company-wide), hide line item prices, collapsible form sections, Net 15/30/60/90 payment terms, subscription discounts and taxes, selectable text on customer pages.
QuickBooks sync: Special characters in customer names now handled. Auto-syncs missing customers before sending estimates. Atomic transaction locks prevent duplicate records across all four sync functions.
🆕 Multi-currency support: All financial displays now use the company’s configured currency symbol. QuoteIQ now functions correctly for contractors operating in any currency.
Expenses: Mobile search, type filtering, and CSV export added. Useful for tax prep and bookkeeping without leaving the app.
🆕 Break tracking: Employee time entries now record break counts and durations, reflected in reports and CSV exports. Matters for labor compliance and accurate job costing.
🆕 Done-For-You onboarding: Optional $299 setup service includes contact import, price book setup, and a one-on-one onboarding session. Available at signup.

For contractors who’ve been on Jobber or Housecall Pro for years and haven’t re-evaluated the market, this release is worth a direct comparison. QuoteIQ’s flat-rate pricing means a 4-person team on the Pro plan at $149.99/month has access to all of the above. A comparable setup on Jobber requires the Connect or Grow plan starting at $119–$199/month per user — significantly more for the same headcount. See our platform comparison page for the full breakdown.

Jobber — 2026 Grants program and new product features

Jobber
Activity8/10

2026 Jobber Grants — $250,000 total, $100,000 grand prize

On March 4, 2026, Jobber launched its 2026 Grants program — the largest in the company’s six-year history. The program will award $250,000 to 9 home service businesses across the US and Canada. One recipient will receive a $100,000 grand prize. Shark Tank investor Daymond John is partnering on the program, and every recipient gets an invitation to an all-expenses-paid business retreat with direct access to John focused on operations, leadership, and scaling. Applications are open through June 11, 2026, at jobber.com/grants. Winners will be announced later this year.

Jobber also announced a longer-term commitment to invest an additional $1 million in contractor grant programs going forward. Since the program launched, Jobber has awarded more than 100 grants totaling nearly $1 million to home service businesses. Jobber now serves 350,000+ service pros across 50+ industries in more than 60 countries.

Product updates: Wix, auto-archiving, AI features

On the product side, Jobber shipped several updates this period. The Wix integration allows contractors to embed Jobber’s online booking and request forms directly into Wix-built websites, with new clients and requests syncing automatically into Jobber. Auto-archiving automations were added for quotes and requests — after 90 days (adjustable), items automatically transition to “Archived” status to keep active pipelines clean. Calendar customization expanded to 72 color options for team member and keyword coding.

Jobber’s AI features — Jobber Voice (hands-free task control), Campaign Generator (automated email campaigns), and AI-drafted quote automations — continue to expand. Campaign Generator is part of Jobber’s Marketing Suite, which is a paid add-on to most plans. Jobber Voice and quote automations are available on Connect, Grow, and Plus plan members. Jobber’s pricing runs $39–$529/month depending on the plan and team size, with per-user fees that compound as headcount grows.

Housecall Pro — February 2026 release

Housecall Pro
Activity4/10

Housecall Pro published its February 2026 product release, described as “core updates that turn Pro feedback into action.” The release did not announce headline features and was positioned as an incremental quality-of-life update based on user requests. As of March 2026, Housecall Pro still does not offer route optimization on any plan — contractors must plan routes manually or use a separate tool. The platform’s GPS tracking updates on a delayed interval rather than in real time, a limitation that has persisted across multiple update cycles.

Housecall Pro’s current pricing: Basic at $79/month (1 user), Essentials at $189/month (up to 5 users), MAX at $329/month (up to 8 users, $35/extra user/month). Features including the flat-rate price book ($149/month), vehicle GPS ($20/vehicle/month), and the AI call answering crew (MAX plan only) are paid add-ons or plan-locked, which pushes real-world costs significantly above base pricing for most operations.

ServiceTitan, FieldPulse, and Workiz

ServiceTitan / FieldPulse / Workiz
Activity2/10

No significant public product announcements from ServiceTitan, FieldPulse, or Workiz during the March 10–24 window. ServiceTitan operates on custom quote-based pricing estimated at $250–$500 per technician per month with 12-month minimum contracts. FieldPulse uses custom per-technician pricing without public tiers. Workiz’s starting price is $198/month for core features. We continue to track all three and will report any notable releases in future roundups.

SBA take: the platform that actually shipped this period

After tracking FSM software every week, the pattern that emerges over time is this: most platforms announce features in marketing materials, but the platforms that actually ship consistently at volume are easy to identify. This week, that platform was QuoteIQ.

The March 2026 release is notable not just for its size — 50+ features is unusual at any price point — but for the breadth of what it touched. Client Portal, satellite visual estimates, AI CRM migration, rebuilt automations engine, ACH payments, multi-day scheduling, QuickBooks sync overhaul, multi-currency support, redesigned sales pipeline. Each of those is a standalone feature that competitors either don’t offer at all or charge separately for. All of it landed in a single release window with no price increase.

For contractors currently paying $189–$329/month for Housecall Pro or $500+/month equivalent for ServiceTitan, the math is worth running. A 4-person team on QuoteIQ’s Pro plan at $149.99/month now has access to features — Visual Estimates, Client Portal, 30+ AI actions, satellite property measurement — that simply don’t exist in those platforms regardless of plan tier. Use our profit margin calculator and platform comparison page to work through your current software cost versus what you’d get by switching.

Platform activity scores — March 10–24, 2026

Platform Score Release Cadence User Base
QuoteIQ10/10Single window, 50+ features across 12 modules40,000+
Jobber8/10Grants program + product updates (Wix, AI, archiving)350,000+
Housecall Pro4/10February release — incremental; route opt still missingNot publicly disclosed
ServiceTitan2/10No public announcementsNot publicly disclosed
FieldPulse2/10No public announcementsNot publicly disclosed
Workiz2/10No public announcementsNot publicly disclosed
Frequently Asked Questions
QuoteIQ’s March 2026 update — covering February 7 through March 17 — shipped 50+ new features across 12 product modules. The headline additions include a brand-new Client Portal for customer self-service, Visual Estimates with satellite property screenshots, AI Smart Import for migrating contacts from any CRM, ACH bank payments via Stripe, multi-day job scheduling, a rebuilt Automations V2 engine, a redesigned Sales Pipeline, and significant QuickBooks sync improvements. All features are live with no price increase. Pricing remains $29.99–$399.99/month across 5 flat-rate plans with AI included on every tier. A 14-day free trial is available on all plans.
Jobber launched its 2026 Grants program on March 4, 2026. The program will award $250,000 to 9 home service businesses — the largest grant pool in the program’s six-year history. One recipient will receive a $100,000 grand prize. Shark Tank investor Daymond John is partnering with Jobber on the program, and every recipient receives an invitation to an all-expenses-paid business retreat. Applications are open through June 11, 2026 at jobber.com/grants. Winners will be announced later this year.
As of March 2026, Housecall Pro does not offer route optimization on any plan. Contractors using Housecall Pro must plan routes manually or use a separate mapping tool. Housecall Pro’s GPS tracking also updates on a delayed basis rather than in real time. By comparison, QuoteIQ includes route optimization natively on the Elite plan ($249.99/month for up to 7 users) with no additional add-on fee required.
Visual Estimates are a new capability in QuoteIQ’s March 2026 update that let contractors screenshot their MapMeasure Pro satellite property measurements and attach those screenshots directly to estimate or invoice PDFs sent to customers. The estimate includes a satellite image of the property with exact dimensions and square footage labeled. For roofing contractors, an additional Google Solar API integration adds color-coded roof pitch visualization. No other FSM platform offers this natively — competitors typically require a paid third-party integration with tools like EagleView or Hover.
QuoteIQ released the most features of any FSM platform in the March 10–24, 2026 period by a significant margin. Their March 2026 update — covering February 7 through March 17 — shipped 50+ new features across 12 modules in a single release window. Jobber was the second most active platform with a grants program announcement and several product updates including Wix integration and new AI features. Housecall Pro, ServiceTitan, FieldPulse, and Workiz had minimal or no notable releases during this period.
Sources
  1. QuoteIQ official March 2026 product update — myquoteiq.com/quoteiq-march-2026-update/
  2. Jobber 2026 Grants program announcement, PRNewswire, March 4, 2026 — prnewswire.com
  3. Jobber product updates page — productupdates.getjobber.com
  4. Housecall Pro blog, February 2026 product release — housecallpro.com/resources/
  5. QuoteIQ pricing — myquoteiq.com/pricing/
  6. Housecall Pro FAQ on route optimization, verified March 2026 — myquoteiq.com/compare/housecall-pro/faq/
  7. Jobber grants program page — getjobber.com/grants
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