Capture
The visitor submits an address, service interest, and configured request fields.
Review
GeoQuote can show preliminary provider-characterized roof area where property-identity and provider-quality checks pass, plus whether the homeowner entered the texted code. The area is not precision, order-grade, or insurance-grade; the code entry does not prove identity, intent, qualification, or reachability.
Quote and propose
Contractors can review requests in Lite CRM, build Good/Better/Best quotes and proposals, generate PDFs, send proposals by email, record typed homeowner approval, and manage appointment records.
Follow up
Optional consent-based follow-up depends on plan, configuration, and recorded consent; contact and booking are not guaranteed.
Route
Hosted-link requests stay in GeoQuote Lite CRM. Website-widget submissions can use a configured and tested external CRM or webhook handoff.
Operations boundary
GeoQuote does not provide full field-service production management, native homeowner payments, material ordering, crew scheduling, insurance estimating, or formal e-signature.