Overview
By role
Features
AI Sales Coaching
Every appointment graded on your playbook
Custom Playbooks
The rubric every call is graded against
Door-to-Door
Track & score every door your reps knock
Photo & Video Capture
Attach photos & video to any recording
Visit Checklists
Inspections with required photos
Sales Roleplay
Practice the pitch with an AI homeowner
Industries
Built for the field
Every industry. One grading platform.
Default rubrics for your trade, or bring your own process. Up and running in 15 minutes.
Explore all industries →Resources
Blog
Sales tactics, coaching tips, and industry news
Guides
Deep dives on closing, objection handling, and process
Docs
Set up the MCP server and your CRM integration
ROI Calculator
See your payback period in under 2 minutes
Playbook Generator
Build a starter coaching rubric for your industry in 30 seconds
Roleplay Tool
Practice your pitch live against an AI homeowner
Videos
Friday Features, full call breakdowns, and podcast clips
FAQ
Pricing, setup, scoring and recording, answered
Customer stories
See why sales teams are switching to AdaptClose.
Being able to review the call with my manager directly, and very quickly after the appointment if necessary, has helped me to address things I may have missed in the sales process. I would also add that the suggestions from the AI, word tracks specifically, and the debrief have really been a game changer. Keeps me on track!
Ian, Pella Windows and DoorsOne app, every stage of the sale
Close the list. Close the sale. Close the ticket.
From the first knock to the finished job, every conversation is recorded, scored against your playbook and filed to one customer record.
Every doorstep conversation, scored.
- Your playbook is the scorecard ManagerUpload the playbook your team already uses. Every door is scored against it.
- Roleplay before the route RepReps rehearse the pitch with an AI homeowner who pushes back like a real one.
- Every knock, recorded and scored RepSee which doors turned into inspections, which ones didn’t, and why.
- A Spoken Debrief after each route RepCoaching in the rep’s ear on the drive to the next street.
Coached in the room and right after.
- One tap records the appointment RepThe appointment checklist keeps every step of the visit on track.
- Photos and video, filed to the visit RepShoot the job as you walk it. No more texting pictures to the office.
- Spoken Debrief, achievements and badges RepFeedback the moment the consultation ends, and a reason to come back for more.
- Live map and Live-Listen ManagerSee every rep recording right now and tap in to listen.
- Every visit syncs to your CRM AutomaticAutomatically, with nothing to retype.
Nothing drops after the handshake.
- The customer recap, sent from the truck RepEvery promise in writing before the rep pulls away, and every opportunity tracked.
- Manager recaps and Weekly Coachables ManagerA recap of every visit and what to coach next, for each team and rep.
- Ask AdaptAI about the day ManagerThen share the winning clips on the Team Board.
- Techs file to the same record TechJob photos land with the consultation that sold the job.
- One page for the homeowner HomeownerEvery visit, photo, checklist result and promise made.
One price per rep. Every stage of the sale included.
A closer look
The Pieces That Do the Work.
For reps
Three Emails. One Tap. Sent Before the Next Door.
AdaptClose turns the call transcript into a polished homeowner recap, a coaching brief for the manager, and a coaching note for the rep. Review, edit if you want, send all three with one tap before driving to the next appointment.
- Customer recap reads as a real note from the rep, no marketing chrome
- Manager brief lands the moment the rep stops recording
- Rep coaching note: two fixes and a keep, mapped to the dimensions you graded
Session saved · 38 min
The Hendersons.3 emails drafted.
Recap and next steps from our visit
[92 · Closed] Marcus → The Hendersons
Nice close: two fixes and a keep
Recap preview
Great visiting your home today. I took a close look at the roof and we talked through the stain in the guest room.
Send all 3
For managers
Your Sales Process. Your Grade.
Drop in your own playbook in plain English (opener, discovery, anchor, presentation, close) and AdaptClose grades every call against it. Or start from our home-services defaults and edit from there.
- Bring your own rubric in 5 minutes, no engineering
- Weight each step by what actually closes for you
- Version, A/B test, and roll out to the whole team
Roofing playbook · v3
Storm Strike Team · saved just now
Dimensions
Build rapport
Mention the lemon tree. Ask about the family.
Discovery (7Q)
Cover all seven before pitching.
Anchor on priceEditing
List price before any discount.
Present solution
Three options: good, better, best.
Ask for the close
Direct. No soft language.
For managers
All Your Reps. One Screen. One Week.
See who’s recording, who’s closing, and which step of your process is the weak link this week. Click into any session to land on the moment the deal turned.
- Process scores broken down per team and per rep
- The weakest step surfaced for each rep, week over week
- Filter by deal status, industry, or ticket size
Dashboard
Week of Apr 21 · all teams · 14 reps
Recordings
135▲12
Close rate
47%▲6
Process
84▲5
Process adherence
Reps
Jake M.
Devon R.
For reps
Photos & Video, Pinned to the Recording.
The roof, the panel, the water damage they quoted off of. Reps add up to ten photos or a quick 15-second clip from their phone, attached straight to the sales recording. The call and what the rep saw finally live in one place, no group texts or shared drives.
- Up to 10 photos and 5 short videos per recording, from the camera roll
- Every photo and clip sits on the appointment it came from
- Private to your company, ready for coaching, proof, and win/loss review
For reps & managers
Ask Across Every Call You’ve Recorded.
Adapt AI answers questions across your whole recording library and shows the calls it pulled from. Ask which reps fumble financing or what your closers say on price, and get the answer with the receipts, plus a chart you can drop into Monday’s huddle.
- Answers cite the exact calls and moments they came from
- Search the transcript of every call from one box
- Get charts and tables back instead of a wall of text
Adapt AI
Searching 412 recordings · all teams
Which reps are weakest on price anchoring this month?
Three reps sit below 65 on Anchor on price. Devon R. is lowest, 61 across 9 calls.
Anchor on price
For managers
Listen In While the Appointment Is Happening.
Open any in-progress appointment from the web and hear it live, right as your rep is at the kitchen table. Drop into the deals that matter without sitting in the truck, and roll straight into the graded recording the second it ends.
- Live listen-in to any appointment in progress, from the web
- No ride-along to schedule and no drive time
- Flows into the graded recording when the call ends
Devon R. · The Millers
Roof replacement · appointment in progress
18:42
18:12 HOWe had someone out after the last storm and never heard back.
18:26 REPThat happens a lot. Can I show you what I found on the south slope?
18:40 HOSure. How bad is it?
Listening live
Free Tools. Free Guides. No Catch.
Roleplay Tool
Pitch out loud to an AI homeowner who stalls and haggles.
Start →
ROI Calculator
What one more close a week is worth, on your numbers.
Run it →
Coaching Guide
Coach every rep without living on ride-alongs.
Get it →
Playbook Generator
A starter coaching rubric built for your trade.
Build it →
Selling Style Quiz
Which of the four rep archetypes you default to.
Take it →
Coaching Style Quiz
How you coach, and which reps it leaves behind.
Take it →
Why we win
Built for the Other 95%.
SMB home-services owners run on tight budgets and tighter calendars. Siro and Rilla are priced and onboarded for enterprise: annual contracts, 20-seat minimums, multi-week rollouts. That doesn’t fit how an owner-operator actually buys software. We built the opposite.
Swipe to compare →
| Siro | Rilla | AdaptClose | |
|---|---|---|---|
| Built for | Mid-market & enterprise | Enterprise home-services | SMB home-services. The other 95%. |
| Time to first grade | Demo + sales-led rollout | Months | Within 10 minutes. Record, grade, coach. |
| Onboarding | Book-a-demo. CSM-led. | $10k+ setup fee | No setup fee. No CSM required. |
| Contract | Annual, seat minimums | Annual, 20+ seats | Month-to-month. Cancel anytime. |
| Price per rep | Undisclosed | $3,000+/yr | $180/mo |
| 10-rep team / year | $42,000+ | $42,000+ | $21,600. $0 setup. |
| Methodology playbooks | Generic transcript | Generic transcript | SPIN, MEDDIC, Challenger & Sandler, ready to edit |
| Team highlight board | Not built in | Not built in | The Board: pin, upvote, Huddle |
| Notes → customer & manager emails | Not built in | Not built in | One-tap recap to both |
From the blog
View all posts →FAQ
Frequently Asked Questions
What does AdaptClose do?
AdaptClose records your reps’ in-home appointments and scores each one against your sales playbook. Reps see what to fix before the next appointment. Managers see who skipped which step, without riding along.
What kind of sales teams use AdaptClose?
In-home sales teams in roofing, windows and doors, solar, HVAC, flooring and pest control. If your reps sit at a kitchen table or knock doors, AdaptClose is built for that.
How long until we see our first score?
Setup takes about 15 minutes. Reps join by text with no password. Most teams score their first appointment the same day, and each score lands within about 10 minutes of the appointment ending.
How much does AdaptClose cost?
$180 per rep per month, month to month. No contract, no seat minimum, no setup fee. Annual billing drops it to $144 per rep per month.
How is AdaptClose different from Rilla?
AdaptClose publishes its price and runs month to month. Rilla quotes by contract, usually annual with a seat minimum. AdaptClose also includes live listen and photo capture in the one plan. Rilla vs AdaptClose has the full comparison.
More answers in the AdaptClose FAQ.
Stop Guessing. Start Grading.
Book 30 minutes. See a real appointment graded against your own process. Then decide.
$180/rep/mo · cancel any time · graded in 5 min