THE BEACON SYSTEM
From customer call to clear next step.
Beacon helps home-service contractors capture new demand, route the right requests to the right people, follow up on opportunities already in the pipeline, and see what is happening across the customer journey.
Configured around your hours, service area, services, team, and customer rules.
ONE MANAGED SYSTEM
Every customer request deserves a clear next step.
When calls, website inquiries, messages, estimates, and follow-ups are handled in separate places—or only when someone has time—opportunities fall through the cracks. Beacon gives your business one managed response and follow-up process behind the team you already have.
01 — CAPTURE
Every inquiry becomes usable information.
Beacon helps make sure a service request does not become a vague voicemail, an unanswered form, or a message nobody sees until the next day. It collects the information your team needs to take action.
- Inbound service-call intake
- Website chat and web-lead capture
- Missed-call recovery
- Service-area screening
- New and existing customer paths
- Structured lead summaries
Beacon is configured to collect the details that matter for your services—not generic questions that create more work for your office.
02 — RESPOND
Give customers a clear next step—even when your team is busy.
Beacon follows the business rules you approve, including your hours, service area, services, callback expectations, appointment-request process, and approved customer answers.
- 1Customer calls after hours
- 2Beacon captures service need and location
- 3Customer receives an approved next step
- 4Office receives a complete lead summary
- 5Callback or appointment request is tracked
- Business-hours and after-hours workflows
- Approved answers to common customer questions
- Appointment requests
- Controlled calendar booking where connected and tested
- Confirmation and reminder workflows
- Phone, website chat, and approved messaging coverage
Booking and response workflows are configured around your approved operating rules and connected systems.
03 — ESCALATE
Automation where it helps. People where it matters.
Beacon is designed to support your team—not to replace your judgment in situations that require a person. You decide which calls need human attention, who gets notified, what gets transferred, and what Beacon is allowed to say.
- Contractor-approved escalation paths
- Human transfer or callback workflow
- No diagnosis, unapproved pricing, or invented arrival promises
Illustrative example. Handoff options depend on the configured setup.
04 — RECOVER
Follow up before revenue goes cold.
Busy days make it easy for estimates, appointment confirmations, maintenance plans, and past customers to be forgotten. Beacon helps create a consistent, approved follow-up process so your team can focus on the conversations that need a person.
Estimate Follow-Up
Keep open estimates moving until a customer books, declines, pauses, or asks to speak with your team.
Appointment Confirmation
Confirm upcoming visits, capture reschedule requests, and flag customers who need follow-up before a wasted trip.
Maintenance Renewal
Keep maintenance agreements and recurring-service customers from quietly lapsing.
Customer Reactivation
Reconnect with approved past-customer lists and seasonal service opportunities.
05 — IMPROVE
Know what happened. Improve what matters.
Beacon gives your team visibility into customer requests, call and conversation summaries, lead activity, follow-up status, and unresolved opportunities. ProAI manages the system and helps improve it over time.
- Conversation and call summaries
- Lead activity and status visibility
- Missed-call recovery tracking
- Follow-up and campaign activity
- Unresolved-request review
- Ongoing ProAI optimization and support
Request Status This Week
See the customer activity that matters without asking your office to manage another complicated platform.
GUIDED ACTIVATION
Configured around the way your business operates.
Beacon is not a tool you are expected to figure out alone. You share the business details and response rules that matter—your services, service area, hours, team contacts, booking boundaries, and the situations that need a person.
ProAI configures the workflow, tests the agreed customer-call scenarios with you, and confirms the go-live plan before Beacon handles live customer calls.
Share how your business works
Tell us about your services, service area, hours, team contacts, and the customer calls that need priority attention.
Review your response plan
ProAI prepares the workflow and captures where calls should go, when a person takes over, and what a clear next step looks like.
Test and activate
ProAI tests the workflow with you, refines the details, and activates Beacon when the agreed process is ready.
Your team stays in control of business rules, customer commitments, priority handoff, and any situation that requires human judgment.
Already selected your Beacon plan? Complete your business setup so we can prepare for Guided Activation.
YOUR RESPONSE PLAN
The business rules Beacon follows.
Your response plan is built from the services you offer, locations you cover, hours you keep, customer policies you approve, and situations that need a human response.
Your service area
Cities, ZIP codes, and service boundaries
Your team
Owner, office, dispatcher, on-call, and backup contacts
Your customer rules
Hours, approved responses, booking rules, escalation paths, and follow-up policies
Put a reliable customer-response system behind your business.
See how ProAI Beacon can help your team respond faster, protect more opportunities, and stay focused on the work only your people can do.
Built for HVAC, plumbing, electrical, roofing, restoration, and multi-trade contractors.