SERVICE AREA · NORTH PHX · 3,895 LEADS · 49% COVERED

Home services canvassing app — for crews that live in the truck.

Service areas drawn around the way your techs actually drive. Visit lists ordered for minimum windshield time. Property data and roof / HVAC scoring on every door. Digital estimates signed at the curb. Beacon is what home-services orgs run on when paper quotes and dispatch whiteboards stop scaling.

Start free trial → Try the demo

For: Solar · roof · HVAC
Techs / reps: Unlimited
Free trial: 14 days

4408 N 38TH ST · ROOF SCORE 92

Beacon mobile door screen at 4408 N 38th St — Robert and Linda Hayes, owns home 14 years, roof replaced 6 years ago, $287 monthly utility, EV in driveway, qualification score 92

— Service areas

Service areas drawn the way trucks actually drive.

Polygon a service area, name it, assign reps and techs. Beacon scores every property inside for likelihood-to-convert based on home age, last permit date, and neighborhood pattern. Visit list inside is auto-ordered to cut drive time.

North Phoenix — Arcadia 2,148 leads · 71% covered
North Phoenix — Biltmore 1,287 leads · 38% covered
Scottsdale — Old Town 985 leads · 62% covered
Tempe — South 1,532 leads · 81% covered
Mesa — Northwest 895 leads · 49% covered

Beacon service area map showing five color-coded territories across the Phoenix metro with live coverage percentages and lead counts

— The platform

Operations manager at the desk. Reps in the truck. One pipeline.

No more dispatch whiteboards. No paper estimates stuffed in the truck cab. Every visit, every quote, every signed estimate writes to the same record your office manager pulls into QuickBooks on Friday.

/01 — DESK

Operations console

Build the program. Cut service areas, score the universe, assign reps and techs, track territory revenue. The dashboard your owner reads on Monday.

Lead universe import + property enrichment
Visit-list builder, drive-time optimized
Branded estimate templates (merge fields)
Territory revenue + pipeline tracking

/02 — DOOR

Rep / tech mobile app

What your reps actually use on the porch. Visit list, lead screen with property data, instant estimate, e-signature. Offline-safe; queues for sync when signal returns.

Visit list ordered for minimum drive time
Property data — owned 14 yrs, roof 6 yrs old
Instant estimate from template, signed at the curb
Offline sync · works in suburban dead zones

/03 — MAP

Territory revenue tracking

Every visit pings the map. Closed deals, pipeline value, $/door, conversion by neighborhood. The numbers your finance person needs to see before booking next month's truck loans.

Real-time rep / tech location (opt-in)
Service area coverage % live-updating
Pipeline + closed deal $ per territory
QuickBooks-ready CSV export

— Service verticals

Solar, roof, HVAC — same workflow, different door.

The platform stays the same. The qualification survey, the estimate template, and the at-door close flow change to match the service you sell.

Solar & energy

Solar & energy storage.

Score each property on roof orientation, ownership tenure, monthly utility cost. Robert & Linda Hayes — 14 years owned, $287 APS bill, EV in driveway = score 92, knock first.

Captures: Bill $ · Roof Score · Consult Booked · Hard No

SCORE92 = roof + tenure + utility + EV signal
SURVEYMonthly bill capture at the door
SIGNConsult agreement signed on phone
BOOKIn-home assessment slot booked at the door

Roofing & exteriors

Roofing, gutters, siding.

Property age + last permit date + storm-event overlay = which streets to canvass after a hail event. Free inspection signed at the door, instant estimate, follow-up auto-tagged.

Captures: Inspection Booked · Estimate Signed · Insurance Claim · DNC

SIGNALRoof age + recent storm event = priority knock
QUOTEEstimate from template with merge fields
SIGNE-signature with GPS + timestamp
FLAGInsurance-claim follow-up auto-routed

HVAC & services

HVAC, windows, services.

Home age + system age = qualification score. Tune-up signups same day, replacement leads tagged for in-home estimate. Maintenance plan upsell at the door for older systems.

Captures: Tune-Up Booked · Replacement Lead · Plan Signed · No Interest

SCORESystem age + home value = qualification
BOOKSame-week tune-up slot at the door
UPSELLMaintenance plan agreement on phone
SYNCWebhook into CampaignCNX+ for SMS reminders

— How a service area gets worked

From property universe to signed estimate in four steps.

The same loop whether you're knocking 600 homes after a Phoenix hail event or working a 30,000-property HVAC service area across a five-state region.

/01

Score the universe

Bring your lead list (or pull a property universe). Beacon enriches with home age, ownership tenure, last permit, utility patterns — and scores each address for service likelihood.

/02

Cut the service area

Polygon territories on the map. Visit list inside is auto-ordered by score and drive time. Reps don't double-back; managers see coverage live.

/03

Knock and quote

Door screen surfaces property data. Lead score, ownership tenure, utility cost, EV in driveway. Instant estimate from template; e-signature at the curb.

/04

Book and dispatch

Booked job rolls into the dispatch list. Closed deal $ shows on the territory map. CSV export for QuickBooks; SMS reminder to the homeowner via CampaignCNX+.

— Home services FAQ

What ops managers ask first.

/Q — PRICING

Per truck or per rep?

Neither. Pricing is by lead universe size (contacts), not headcount. Bring 5 reps or 50 — same price. Six tiers; Starter $59 (2,500 contacts) up to Enterprise $599 (250K+).

/Q — PROPERTY DATA

Where does enrichment come from?

Property age, ownership tenure, square footage, last permit, utility patterns. Sourced from our enrichment layer; appended to your lead list at import. Roof / HVAC scoring is computed on top.

/Q — ESTIMATES

Estimate templates?

Branded templates with merge fields (homeowner name, property data, package pricing). Generate at the door, sign with GPS + timestamp, PDF stored to the lead record. No paper triplicates.

/Q — DISPATCH

Does it dispatch trucks?

Beacon is field-ops, not full FSM. Booked jobs export cleanly to your dispatch tool of choice (or stay in Beacon's lightweight job list for smaller crews). Webhooks send to QuickBooks, ServiceTitan, or your CRM.

/Q — OFFLINE

Suburban dead zones?

The mobile app keeps working without cell signal. Door screens are saved on the phone and sent to the server when signal returns. No rep ever loses an estimate because the homeowner's brick walls killed signal mid-quote.

/Q — INTEGRATION

SMS follow-up after the door?

Door dispositions trigger CampaignCNX+ SMS sequences via webhook. Alma is the website chatbot for inbound site conversations. Same login across the suite — three apps, contacts flow between them. Unlimited reps on every plan. AI Script Coach available as a $29/mo add-on when reps want doorstep talking points.

— Start the route

Your reps are knocking with property data Saturday morning.

Open an account, upload your lead universe, draw your first service area. Visit lists in rep pockets the next morning — with scores, ownership tenure, and utility cost surfaced before they ring the bell.