GeoQuote.ai

Methodology

How GeoQuote measures quote-link conversion.

GeoQuote uses consistent definitions so contractors can separate visits, quote requests, submitted-number code-entry result, follow-up, appointments, and confirmed revenue.

Case-study evidence standardRoofing reportSolar report

Short answer

GeoQuote separates visits, address starts, accepted requests, a record of whether the homeowner entered the code sent to the submitted phone number, contractor follow-up, appointment records, and contractor-confirmed closed revenue. A successful SMS code check is a narrow technical event, not proof of identity, intent, qualification, consent, exclusivity, reachability, or outcome. Public claims should use defined periods, exclude internal tests, and name the source of each status.

Best fit

Roofing and solar contractors who already get attention from Google, Facebook, texts, QR codes, ads, referrals, or websites and want one branded estimate-to-proposal workflow with a hosted quote page, Lite CRM, proposal tools, and follow-up records.

Not best fit

Teams that require a full field-service production system, precision or insurance-grade measurement reports, native homeowner payments, material ordering, crew scheduling, or a final solar design and engineering platform.

Traffic source

Traffic source means the original request source where available: business profile, paid search, direct, referral, social, QR code, website, or AI assistant referral. Unknown or missing attribution remains labeled unknown rather than being assigned to a channel.

Accepted request

An accepted live request has the fields required by the configured quote flow and a valid server-issued receipt for its submitted-number code entry. Acceptance does not establish who submitted it, whether they intend to buy, whether the contractor can reach them, or whether the request is exclusive or qualified.

Submitted-number code entry

A passed submitted-number code entry means the homeowner entered the code sent to the submitted phone number during that session. It does not prove identity, homeowner status, intent, qualification, separate follow-up consent, reachability, exclusivity, appointment readiness, or any sales outcome.

Appointment record

An appointment record is counted only when the saved workflow includes a date and time plus the related request context. It is a scheduling record, not proof that the person attended, received an inspection, accepted a proposal, or became a paying customer. Test, duplicate, canceled, and rescheduled records must be reported separately.

Closed revenue

Revenue is counted only from a contractor-confirmed commercial record tied to the request or job. Estimates, pipeline value, quote totals, appointment records, and payment-page visits are not closed revenue.

Source attribution

When attribution is available, GeoQuote keeps the source with the request so contractors can compare business profile, website, referral, social, QR code, ad, direct, and AI-assistant traffic without assuming a visit became a sale.

Frequently asked questions

Does GeoQuote count every widget interaction as a request?

No. GeoQuote separates visits, quote starts, accepted requests, whether the homeowner entered the code sent to the submitted phone number, follow-up records, appointment records, and contractor-confirmed outcomes.

Does a passed submitted-number code entry mean the request is qualified?

No. It records that the submitted code was returned for that number during the verification session. It does not establish identity, intent, qualification, consent, reachability, exclusivity, or outcome.

Does GeoQuote claim closed revenue?

Only a contractor-confirmed commercial record can be counted as closed revenue. Quote totals, estimates, appointments, and projected pipeline value are reported separately.

Why do these definitions matter?

Clear definitions prevent visits, requests, submitted-number code-entry results, actual contact, appointments, and revenue from being combined into one unsupported result.

How does GeoQuote attribute a request?

GeoQuote stores available source details with supported quote-link and request events. Missing attribution stays unknown instead of being assigned to a channel.