SearchLight vs WhatConverts: Leads and Revenue
WhatConverts lists call, form and chat tracking alongside lead qualification and valuation. Its product overview makes it a relevant option when you need to see which marketing produces useful inquiries.
SearchLight’s ServiceTitan listing emphasizes booking rates, acquisition costs and closed revenue. Compare how each proposed setup gets from an inquiry to the number you use for a budget decision.
Define the value field before comparing reports
A value attached to an inquiry can mean several things. It might be an estimate, an expected sale or a completed invoice.
Label the field before you divide it by ad spend. Otherwise, an open replacement estimate can look like money you already earned.
| Record | What to preserve | What to keep separate |
|---|---|---|
| Incoming inquiry | Source, timestamp and contact identifier | Spam and out-of-area inquiries |
| Qualified lead | Service requested and qualification reason | A sales estimate |
| Booked appointment | Appointment date and status | A completed job |
| Accepted estimate | Accepted value and related job | Collected payment |
| Completed work | Completed-job value and invoice reference | Refunds, cancellations and unpaid balances |
The table is our reporting specification. Ask both vendors which parts are native, connected, manually maintained or outside the proposed scope.
Compare the work your team would do
WhatConverts’ HVAC and plumbing page positions its lead tracking for those trades. Ask how your office would qualify a lead, set a value and update the record after work is completed.
For SearchLight, ask which CRM fields feed the report and who fixes mismatched customers or jobs. A connection is useful only if its mappings represent your business correctly.
Have your office manager watch the demonstration. The person maintaining outcomes will spot work that disappears from a polished sales presentation.
Use a replacement job as the test record
Choose an anonymized HVAC replacement inquiry that generated an estimate, a follow-up call and a completed installation. Ask both teams to show the full sequence.
Then change one condition: the customer accepts a smaller scope. Check whether the final reported value changes and whether the original estimate remains visible for analysis.
Test a cancellation too. You need to see whether the system removes it from completed revenue while preserving the history of the inquiry.
Do not award a point merely because a dashboard has a revenue label. Require the provider to name the source record and update process.
Decide how your agency gets access
If your agency works inside the reporting product, decide which tasks it owns. Those could include tagging campaigns, reviewing qualification, maintaining reports or preparing the monthly analysis.
Keep your company able to access its own records. Request the export format and the process for continuing if your agency changes.
For several locations, test whether the view your branch manager uses matches the company total under the same definitions. Include the treatment of a customer served by more than one branch.
Choose the setup you can keep accurate
Evaluate WhatConverts closely when your immediate need is lead-level tracking and qualification. Evaluate SearchLight closely when the main requirement is connecting marketing records to CRM job outcomes.
Avoid a universal winner until you have checked the actual integrations, scope and maintenance burden. Either purchase should produce a report your team can explain.
Compare SearchLight with CallRail if phone operations are central to the decision. The marketing-stack comparison hub puts reporting alongside your agency, channels and visitor follow-up.
Written by
PipelineOn Research Team