A home-improvement contractor on ServiceTitan, rebuilt with your sign-off on every release
Audited, week-over-week delivery. Every number below comes from a signed engagement, a weekly delivery report, and a live test suite.
A home-improvement contractor (windows and roofing, retail replacement) running ServiceTitan as its core field-service system.
Problem
Every quote for a window or roofing job starts with one hard step: knowing the exact size of the openings and the exterior to be worked on. The contractor measured each opening by hand, or sent someone out with a tape measure before a job was even sold, which was slow, error prone, and expensive. The same permit, client, and contractor details then had to be re-entered by hand across one repeated packet after another.
Two systems the contractor depended on could not talk to each other. Authoritative property records sit in public county records, a different source and layout for every county. The glass supplier that fills the orders offers no direct way for other software to place them: its portal is an older click-through website that blocked every attempt to automate quoting. Between those two systems sat all the manual work.
Approach
We built the estimator around a single journey: start from a property address and end with a measured exterior and a priced quote, with no site visit needed to produce a first number. From the address, the system pulls the authoritative public property record for that exact parcel, identifies the outline of the building on the lot, and turns that outline into exterior measurements the team can quote from. A hands-on sandbox with a live product preview let the team watch each opening and each price take shape as the quote was built.
On the ordering side, we studied the supplier’s undocumented portal until the software understood every step an order takes (this is called reverse-engineering), then built a translation layer: software that sits between the contractor’s systems and the supplier and passes orders back and forth automatically, without anyone clicking through the portal by hand.
Everything shipped through a staged release path: first a staging copy, then a small live test on limited traffic (a canary release), then full production. Automated health checks guarded each stage and rolled the change back on their own if anything looked wrong.
A signed engagement agreement governed the work throughout. Every release, whether to the limited live test or to full production, required a person to sign off first, so nothing reached a real customer quote without a human check.
What shipped
- An estimator that turns a property address into a measured exterior and a ready quote: from the address it locates the authoritative property record, identifies the building’s footprint on the parcel, produces exterior measurements, and carries them into a priced order, so a quote can begin without a site visit.
- A complete map of the supplier’s ordering system: 10 product types covered across 102 documented operations, the full set of requests needed to place an order without touching the portal by hand.
- One representative delivery week: 31 features and fixes shipped and independently checked across 8 rounds of integration, with the automated test suite growing to 787 passing tests, each one a guardrail that catches a broken change before a customer would.
- A full move of the existing code to TypeScript, a stricter version of the language that flags mistakes automatically: 110 files, about 25,000 lines, with 3 real bugs surfaced during the conversion.
- A vendor-connection guarantee: 5 work orders and 288 tests, anchored by a live check that passed all 11 of its cases and confirms the supplier link is working before any quote is generated.
- A top-priority defect in ServiceTitan fixed (jobs had been failing to carry the correct ID), closed out with a new pre-send check that blocks any job that would fail halfway through, verified with 721 tests passing when it merged.
- A data move from the old system to the new one covering 140 projects across 15 sales reps, rehearsed end to end on a safe copy before any real data was touched.
- An independent review of the customer-facing screens that surfaced 82 findings (6 critical, 26 high), packaged into 7 work packages for the client to approve.
Verified numbers
- 102supplier order operations mappedacross 10 product types, no public connection needed
- 787automated tests guarding the codein a single delivery week
- 31features and fixes shippedone week, 8 integration rounds
- 110 / ~25,000files / lines moved to TypeScript
- 140 / 15projects / reps data-migratedrehearsed on a safe copy first
- 1top-priority defect fixedpre-send check added, 721 tests passing
What this means for you
If your business turns scattered inputs into quotes, and the data you need lives partly in public records and partly in a vendor system that was never built to connect, this is that problem solved end to end: a street address becomes a measured exterior and a ready quote. It is held to one standard throughout, audited, tested, and released in stages, with a person approving every step before anything reaches a customer.
The client’s name is withheld under a signed mutual NDA. Every figure above is drawn from the engagement’s own delivery records: a weekly report, the signed engagement agreement, and live test-suite output. ServiceTitan is named because it is the contractor’s own public, third-party platform, separate from the client’s confidential information.