One visit, minute by minute.
This is the whole ceremony: tap on arrival, do the visit, walk out talking. Everything else — the summary, the record, the follow-up — happens without the rep touching a keyboard.
09:38Arrive · one tapcheck-in opens the account
09:41The visitquote walkthrough with Dana
10:24Walk out talking“Met Dana, quote approved…”
10:26It does the restsummary filed · deal advanced · follow-up queued
Captured, summarized, filed.
Everything discussed is captured and summarized into the account, automatically — every detail on the record, no typing at the truck, nothing lost between stops.
CHECK-IN · 10:26 · Hartwell Plumbing
summary → filed to the account
no typing · no lost detail
Then it acts.
A check-in isn’t a note — it’s work getting done. The deal advances, the task completes, the follow-up queues itself while the rep drives to the next stop.
Deal advanced → Quoted
Task · site visit — closed
Follow-up · call Thursday 9:00 — queued
Coached by your best.
Post-meeting feedback is built on your top performers’ patterns — the difference between a vague promise and a booked call.
→ “I’ll call Thursday at 9.”
One system for turning relationships into revenue.
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