ServiceTitan workflow handoff
GeoQuote saves a contractor-owned quote request before a downstream operating workflow. ServiceTitan is not a current native GeoQuote connector, so the destination, fields, credentials, middleware, and failure path must be confirmed before launch.
GeoQuote does not replace ServiceTitan and does not currently claim a native one-click ServiceTitan connector. Use a configured and tested email, HTTPS webhook, middleware, export, or manual workflow to move the required submitted request fields. The request’s a recorded result showing whether the homeowner entered the code sent to the submitted phone number remains a separate GeoQuote fact unless that exact field is deliberately included and verified in the chosen handoff.
not native
ServiceTitan is not represented in the current GeoQuote connector layer
map explicitly
choose the exact request fields and destination properties
test status
record delivery success or failure separately from contact and sales outcomes
Roofing and solar contractors who already get attention from Google, Facebook, texts, QR codes, ads, referrals, or websites and want one branded quote page that collects the address, contact information, and job details before the first sales call.
Teams looking only for a full CRM, insurance-grade measurement report, proposal builder, or solar design platform with no need for quote-link conversion or lead capture.
Use current official ServiceTitan documentation and a configured account to confirm the destination objects, required fields, authentication, limits, and workflow behavior.
GeoQuote can save submitted name, email, phone, address, service, estimate context, attribution, consent, and a separate submitted-number code-entry result. A returned code does not establish identity, homeowner status, intent, qualification, reachability, or an appointment.
A ServiceTitan workflow may use contractor email, an active HTTPS webhook, middleware, export, or manual entry. Availability and behavior depend on what is actually configured and tested.
Request saved, handoff attempted, handoff delivered, contacted, qualified, appointment set, sold, and revenue are separate states. Do not infer one from another.
No. GeoQuote handles a contractor-owned request path. Verify ServiceTitan’s current official scope for downstream operations needs.
No current native one-click ServiceTitan connector is claimed. A handoff requires a configured and tested email, HTTPS webhook, middleware, export, or manual path.
Prove the credentials, destination object, required field mapping, sample values, duplicate behavior, delivery status, retry ownership, and visible failure path. Then measure actual contact, qualification, appointment, sale, and revenue separately.