Research · v1.0

The Vendor Definition Audit.

Seven platforms this industry actually runs on, and exactly what each one's own public documentation says "booking rate" or "conversion rate" means — quoted, not paraphrased, with the source URL and the date we read it. Where a vendor does not document it, that is reported too, because it is the more useful finding.

Method

Every row below comes from a vendor's own publicly accessible help documentation, fetched directly, on the access date shown. Nothing here is inferred from a sales page, a review site, or a third party's summary of the vendor — those are exactly the sources that introduce drift, and the whole point of this study is to go to the primary text. Two entries could not be fetched directly (their help centers blocked automated access) and are marked accordingly, with the search-indexed excerpt used instead and flagged as lower confidence. Two vendors have no public documentation defining either term at the metric level, and that is reported as a finding, not omitted.

This is version 1.0, published 2026-08-13. We have not yet individually notified every vendor named here — see corrections below for how to flag anything we read wrong.

What each platform says

ServiceTitan — inbound call booking rate Booked jobs ÷ "call leads" (inbound calls lasting 60+ seconds or manually marked "Is Lead")
Housecall Pro — call conversion rate Calls resulting in an estimate or job ÷ "opportunity calls" only — vendor/spam calls explicitly excluded from the denominator
Housecall Pro — leads conversion rate Leads moved to "won" ÷ all leads (won + lost + open) — a different denominator from the call conversion rate above, inside the same product
Jobber — quote conversion rate Quotes with a conversion date in the month ÷ quotes with a sent date in the month — documentation itself notes this can exceed 100%, since a quote can convert without ever being marked "sent"
Workiz — conversion rate (call tracking) Calls converted to jobs ÷ total tracked calls, per help-center search index — ▲ not independently verified against the primary page
CallRail — "booked" outcome A tag on a call ("Booked" / "Not Booked" / "Requested") applied by an automation rule, not a computed rate — CallRail's own product does not publish a "booking rate" the way a field-service platform does; per help-center search index, ▲ not independently verified against the primary page
Podium No public documentation found defining a "booking rate" or "conversion rate" report at the metric level — undocumented as of 2026-08-13
FieldEdge No public documentation found defining "conversion rate" or "close rate" at the metric level — undocumented as of 2026-08-13

Quoted and summarized from each vendor's own help documentation, accessed 2026-08-13. Full source list below.

What this confirms

This is the six-denominator problem playing out inside real, shipped software rather than as a hypothetical. Two platforms — ServiceTitan and Housecall Pro — both use a variant of "booking rate," and both restrict the denominator to something narrower than all inbound calls (call leads only, or opportunity calls only). Housecall Pro alone runs two differently-denominated conversion rates inside one product depending on which report you open. Jobber's quote conversion rate is denominated on a different axis entirely — sent date versus conversion date — with a documented edge case its own help article names.

None of this means any vendor's number is wrong. Each is internally consistent and useful for what it reports. It means an operator running two of these systems, or comparing a self-reported figure against one of them, needs to know which denominator they are looking at before treating two numbers as comparable — the same rule the glossary states generally, confirmed here against the actual software.

The undocumented entries are the most useful finding

Podium and FieldEdge both serve this exact buyer and neither publishes a metric-level definition of conversion or booking rate in public documentation. That is not a criticism — it may be a deliberate choice, or documentation that exists behind a login we did not have. It is, however, a real gap: an operator relying on either platform's in-product number for a "conversion rate" or "close rate" cannot verify from outside the product what denominator produced it. If either vendor documents this and we simply did not find it, we would rather be corrected than leave the row wrong — see below.

Corrections

If you work at one of the platforms named here and our reading of your documentation is wrong, out of date, or missing newer material, tell us — contact us — and we will correct the row and note the correction with a date, not silently edit it. This page is versioned; material changes get a new version number at the top.

Cite this page

Free to cite or reproduce this table with attribution and a link back — the same reuse grant as the rest of this site.

Suggested citation.
DialWorth. The Vendor Definition Audit: how home-service software platforms define booking and conversion rate. Version 1.0, 2026. https://dialworth.com/research/vendor-definitions/

Sources

ServiceTitan — Dashboard call metrics and Web Booking Summary Report Guide, accessed 2026-08-13.
Housecall Pro — Conversion Rate Reporting, accessed 2026-08-13.
Jobber — Quotes Report, accessed 2026-08-13.
Workiz — help.workiz.com call-tracking documentation, per search index, primary page access blocked 2026-08-13.
CallRail — support.callrail.com Conversion Signals documentation, per search index, primary page access blocked 2026-08-13.
Podium, FieldEdge — public help documentation searched, no metric-level definition found, 2026-08-13.

Read next

Benchmarks

What a booking rate benchmark is actually worth

The same six-denominator problem, worked through on one hypothetical month of calls instead of seven vendors' documentation.

Reference

Glossary of phone-operation terms

Booking rate, abandoned call, call mix and the other terms this audit and the rest of the site use precisely.