For contractors and field-service teams
Every inquiry answered.
Nothing falls through.
ProAktive Front Office turns every inquiry into a qualified, scheduled, and estimated opportunity. AI does the busywork; a person approves every decision that matters.
Needs you
3 shownApprove estimate for J. Ramirez
Approve · kitchen remodel · 92% confidence
Dana Holt · roof inspection
Reply · received today
Deck build — stalled in scoping
12 days in stage
The process
How it works
Inquiry
A prospect reaches out from your website. Their inquiry becomes a lead, ready for your team to review.
Qualify
The AI Intake agent classifies urgency, extracts the details that matter, and asks clarifying questions before a person ever has to look at it.
Book
Qualified leads move straight into scheduling or the opportunity pipeline, ready for your team to take the next step.
What's built in
Everything your front office needs
AI-powered intake
Captures website inquiries and chats as leads, with AI assistance to classify urgency.
Approval Center
Every AI-drafted scope or estimate stops for a human decision before it ever reaches a customer.
Opportunity pipeline
A kanban view that tracks every deal from discovery through an accepted contract.
Scheduling
Customers can request and book real open time slots directly against your calendar.
Estimating
Draft scopes of work and line-item estimates, then send them out for customer review.
Workflow automation
Durable follow-up sequences that pick up where a person left off, and stop the moment a customer replies.
Role-based access control
Eleven roles and forty-plus granular permissions, enforced at every layer of the system.
Tenant isolation by design
Every organization is a strictly enforced boundary, checked on every single database call.
Built for the trades