GeoQuote sales workflow
GeoQuote covers address-first estimate capture, preliminary provider-backed roof context where supported, Lite CRM, Good/Better/Best proposals, PDF or email delivery, typed approval, and follow-up or appointment records. Optional AI Follow-Up requires the selected plan, consent, configuration, and provider availability. No record guarantees identity, qualification, contact, booking, or a sale.
Measurement (Layer 2)
EagleView, HOVER, RoofSnap, and Nearmap offer different measurement, imagery, modelling, or field-estimating workflows. Confirm each vendor's current coverage, output, pricing, and terms before selecting or ordering a report.
CRM and operations (Layer 3)
JobNimbus, AccuLynx, ServiceTitan, and CompanyCam are examples of products used for CRM, operations, field service, or documentation. Match the product and configuration to the records and workflow your team actually operates.
Proposals and financing (Layer 4)
SumoQuote, Leap, and Contractor Foreman offer proposal or contractor-management capabilities. Check current vendor documentation for available e-signature, financing, and integration options before relying on a specific handoff.
Analytics (Layer 5)
Use analytics and call-attribution tools to connect source, accepted request, actual contact, confirmed appointment, sold job, collected revenue, gross profit, and total cost. Configure and test each event before using the data to make a buying decision.