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 estimate-to-proposal workflow with a hosted quote page, Lite CRM, proposal tools, and follow-up records.
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.
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.
GeoQuote is a lighter alternative for the estimate-to-proposal sales workflow, with Lite CRM and proposal tools. It is not a replacement for full field-service production, dispatch, material, crew, native payment, or broader operations needs; verify ServiceTitan’s current official scope.
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.