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

Home services door-knocking app — for crews that live in the truck.

Beacon runs the door-to-door side of a home services operation — service areas drawn the way crews drive, visit lists ordered to keep windshield time down, property data and roof/HVAC scoring on every door, and digital estimates signed at the curb. It's built for HVAC, roofing, and lawn crews that have outgrown paper quotes and dispatch whiteboards.

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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

Route canvassing for home services — service areas drawn the way trucks drive.

Draw a polygon around a service area, name it, and assign reps and techs. Beacon scores every property inside for likelihood-to-convert based on home age, last permit date, and neighborhood pattern, and the visit list inside is 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

Home services door-knocking app — ops manager and reps on one pipeline.

Every visit, quote, and signed estimate writes to the same record the office manager pulls into QuickBooks at end of week, so dispatch whiteboards and paper estimates stuffed in the truck cab aren't part of the workflow.

/01 — DESK

Operations console

The desk-side console for cutting service areas, scoring the universe, assigning reps and techs, and tracking territory revenue. It's the same view the owner reads at the start of the week.

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

/02 — DOOR

Field marketing for HVAC, roofing, and lawn reps

The mobile side of the platform, with the visit list, lead screen, instant estimate, and sync queue all running on a rep's phone. Anything captured without cell signal is held locally and synced when the connection 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

Each visit updates the map as it happens, so closed deals, pipeline value, $/door, and conversion by neighborhood are all visible on the dashboard without anyone needing to run a report.

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

— Service verticals

Home services door-knocking app for solar, roof, and HVAC — same workflow, different door.

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

Solar & energy

Solar & energy storage door-knocking.

Score each property on roof orientation, ownership tenure, and monthly utility cost — Robert & Linda Hayes (14 years owned, $287 APS bill, EV in driveway) come out at score 92 and get knocked 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, and siding canvassing.

Property age, last permit date, and a storm-event overlay tell you which streets to canvass after a hail event — free inspection signed at the door, instant estimate generated, and 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, and home services.

Home age plus system age yields a qualification score, with same-day tune-up signups and replacement leads tagged for in-home estimate — plus a 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

Home services canvassing from property universe to signed estimate in four steps.

It's 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) and Beacon enriches it with home age, ownership tenure, last permit, and utility patterns, then scores each address for service likelihood.

/02

Cut the service area

Polygon territories on the map and the visit list inside is auto-ordered by score and drive time, so reps don't double back and managers see coverage live.

/03

Knock and quote

The door screen surfaces property data — lead score, ownership tenure, utility cost, EV in driveway — and an instant estimate generates from a template with e-signature at the curb.

/04

Book and dispatch

The booked job rolls into the dispatch list, closed deal $ shows on the territory map, and CSV export goes to QuickBooks while CampaignCNX+ sends an SMS reminder to the homeowner.

— On the doorstep

Home services door-knocking — the rep knows the home before Linda opens the door.

4408 N 38th St — Robert & Linda Hayes, owned 14 years, roof replaced 6 years ago, $287/mo APS bill, EV in driveway, qualification score 92 — and the AI Sales Coach turns all of that into a one-line opener tuned to the household. The estimate is generated and signed at the curb.

See the rep flow →

Beacon mobile visit list — route-ordered properties with qualification scores and ownership tenure tags per stop

Beacon mobile door screen at 4408 N 38th St — Robert and Linda Hayes, lead score 92, owns 14 yrs, roof age 6 yrs, $287 utility, disposition buttons

AI Sales Coach overlay generating context-aware talking points based on roof age, EV ownership, and neighbor's recent install

— Home services FAQ

Home services door-knocking app FAQ — what ops managers ask first.

/Q — PRICING

Per truck or per rep?

Neither — pricing is by lead universe size (contacts), not headcount, so bring 5 reps or 50 for the same price. There are six tiers, from Starter at $59 (2,500 contacts) up to Enterprise at $599 (250K+).

/Q — PROPERTY DATA

Where does enrichment come from?

Property age, ownership tenure, square footage, last permit, and utility patterns are sourced from our enrichment layer and appended to your lead list at import. Roof and 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 and timestamp, and the PDF stores 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 save to the phone and sync when signal returns, so 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, while Alma handles inbound site conversations as the website chatbot. It's one login across the suite — three apps, with contacts flowing between them. Unlimited reps on every plan, and the AI Script Coach is available as a $29/mo add-on when reps want doorstep talking points.

— Start the route

Your home services reps are knocking with property data Saturday morning.

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

Start free trial → Try the demo

Setup: Same day
Onboarding: Real person, not a chatbot
Free trial: 14 days, full access, no card