1. Validate
Normalize the homeowner address before requesting available property context or storing the hosted request.
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Address-first estimate-to-proposal software for roofing and solar contractors.
GeoQuote starts as a quote link contractors can share anywhere homeowners already find them, then continues through Lite CRM, Good/Better/Best proposals, PDF or email delivery, typed homeowner approval, and appointment records. A website embed and configured external CRM handoff remain optional.
2. Present preliminary context
Where property-identity and provider-quality checks pass, show a preliminary provider-characterized roof area and contractor-set ballpark range. This is not a precision, order-grade, or insurance-grade measurement report.
3. Record the submitted-number code entry
Record whether the submitted number returned the SMS code. This does not prove identity, intent, consent, qualification, or future reachability.
4. Enrich
Attach available property, estimate, address-confidence, weather-risk, and request context for contractor review.
5. Quote and propose
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.
6. Connect
Keep hosted quote-link requests in GeoQuote Lite CRM. Configured website-widget submissions can map tested fields into an external CRM connector or webhook.
7. Follow up
When the AI Follow-Up plan is selected and enabled, the required consent is recorded, and policy gates allow it, AI Follow-Up and team reminders can support contact attempts and appointment requests. Contact and booking are not guaranteed.
8. Keep the boundary clear
GeoQuote is not full field-service production management, native homeowner payment collection, material ordering, crew scheduling, insurance estimating, or formal e-signature.
Why this matters for contractors using owned channels.
A contractor can get calls from search, Facebook, referrals, trucks, yard signs, and ads, then still lose the homeowner because there is no simple quote-start link. GeoQuote gives every channel the same address-first path, then lets the contractor manage the request and proposal before the first conversation.
Owned channels, not shared marketplace leads
Cleaner stored request data from normalized addresses
Lite CRM and Good/Better/Best proposal workflow
PDF or email delivery, typed approval, and appointment records
Weather context for exterior scheduling
Optional CRM handoff for configured, tested website-widget submissions
Optional AI Follow-Up when plan, consent, configuration, and policy gates allow it