Only 11% of in-home sales calls got price and the ask right. Here’s where the rest came apart.Only 11% got price and the ask right.
Read the report →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
1
decision to make: which customer
50
photos per job
0
bars of signal needed to shoot
.5×–4×
zoom, built into the camera
A seat for everyone on the job
Everyone who touches the customer works from the same record, with the access their job needs.
REP
Records the appointment, gets graded and coached, and captures what the crew will need to know.
TECHNICIAN
Sees every customer and recording. Creates and updates their own jobs, photos and checklist answers, and nothing else. No team, no recording, no grade.
SUPPORT · FREE
For the back office. Sees every customer, recording and photo on the web and the phone, and changes nothing. Support seats are free.
One question
Tap Take Photos and the app asks one thing. Pick the customer you are parked in front of, search for one, or skip it and sort it out later. Every photo lands on the right customer without a form.
Nearby customers at the top of the list
Search by name, or skip and pick later
Pick first and that customer’s checklists show up in the viewfinder
The camera
Everything a tech reaches for on the job sits one tap from the shutter. Reps now use the same camera on sales visits.
Gallery by the shutter
Open the last shot to mark it up, add a note, tag it or delete it without leaving the camera.
.5×, 1× and 4× zoom
Go wide for the whole elevation or tight on a nail line. The .5× lens is on iPhones with an ultra-wide camera.
Grid and level
Straight shots of walls, windows and rooflines, so before and after line up.
Flashlight
Attics, crawl spaces and the back of the unit.
Your own tags
Tag photos from your company’s tag list, like Before, After or Damage, so the office can find them.
Up to 50 photos a job
Room for the tear-off, the underlayment, the flashing and the finished roof.
Upload queue
No signal. The rest go out on their own when the phone reconnects.
Dead zones welcome
Jobs and photos queue on the phone and keep uploading in the background while the crew moves on. If an upload gets cut off, it waits and picks up where it left off once there is signal.
Live status on every photo
Sent, sending with a percentage, or waiting. The tech knows what made it before they leave.
Finished jobs move to history
The home screen stays about today’s work.
Location on the photo
Photos can carry where they were taken, including library photos that have location data.
Back at the office
Photos from the rep’s call and the crew’s job land together in the customer’s Photos tab, grouped by visit, on the web and the phone. The roof the rep quoted and the roof the crew built live on one page.
Each photo shows whether it was taken in the app or picked from the library
Checklists answered on the job can go into a Customer Page for the homeowner
Access, in plain terms
Technicians can change their own work and nothing else. Every other change is blocked by default.
Common questions
The installers and technicians who show up after the rep closes. They photograph the job, say what the photos show and file them on the customer.
No. Technicians can see the whole account, and they can create and update only their own jobs, photos and checklist answers. Every other change is blocked.
No. Technicians do not record calls, do not belong to a sales team and are not graded.
Keep shooting. Jobs and photos queue on the phone and upload in the background. An upload that gets cut off waits and resumes when the phone reconnects.
Yes. Pick the customer first and their checklists show up in the viewfinder. A technician can also finish a checklist after the job from the customer screen.
A read-only seat for back-office staff. Support users can see everything on the web and the phone and change nothing. Support seats are free.
We turn the Technician and Support roles on account by account. Book a demo and we will set them up with you.
Book 30 minutes. See a real appointment graded against your own process. Then decide.
$180/rep/mo · cancel any time · graded in 5 min