Features · In-home sales
The kitchen table is where the job is won or lost.
Your best rep has a process. Everyone else has a version of it. This is that process, built into the tool they already carry — with the product story authored once, the house measured before it's priced, and the close on the same screen.
The guided appointment
Fourteen sections, in the same order, every time.
- Pre-call brief: who's home, what you already know, what to watch for — before the rep knocks.
- Discovery is captured, not remembered — motivation, timeline, decision makers, written back to the job.
- Trade sections build themselves from what the job actually includes, so a windows-and-roofing call doesn't walk a siding deck.
- Skipped sections are visible afterwards. The rail isn't a suggestion; it's the record the sales manager reads on Monday.
The product story
Authored once. Not improvised in every kitchen.
The reason every rep built their own deck is that nobody gave them a good one. This is the company's version, and it opens on the line you actually lead with.
- Real manufacturer content — brand story, series comparisons, install method, warranty terms.
- The coaching rule is printed on the screen: open one line, a second only if they ask. Presenting the whole range is how a decision becomes "let us think about it."
- Manufacturer facts are locked. A sales manager can rewrite how your company installs a window; changing what a manufacturer warrants belongs to whoever carries the liability.
Measure and configure
Five trades, priced off your book — not a rate card.
The configurator is the part generic software gets wrong, because it takes real trade knowledge to model an opening, a pitch factor or a course of siding. Every one of these builds from genuine manufacturer price books.
Windows
Opening by opening, with series, glass package, grid, hardware and specials. Built from normalised Milgard, Jeld-Wen and Andersen data.
Doors
Entry systems from the Codel and OrePac books — slab, glass, caming, jamb, handing — with spoken input for the rep who's holding a tape measure.
Roofing
Aerial measurement from the address: squares, pitch factor, tear-off layers, ice and water, ridge vent, boots and flashing, itemised.
Siding
Wall areas measured from imagery, profile and colour from stocked options, with the trim and accessories the estimate always forgets.
Skylights
Units, flashing kits and deck mounting priced into the roof they sit in, rather than quoted as a separate afterthought.
All of it together
One proposal across every trade in play, with multi-trade bundle credit — because a windows-and-roofing job should not read as two visits.
Save up to three configurations as Option A, B and C, then present them together. Mid-appointment the configurators open in homeowner-safe mode with no prices on screen — you're specifying there, not quoting.
The price conversation
Good, Better and Best — re-costed from one takeoff.
- The tiers can't drift apart, because all three price from the same measurement of the same house.
- Discounts require a reason the homeowner can be told out loud, chosen from your list, with a cap per reason.
- Past the cap or past the margin floor it goes to a manager — the rep isn't blocked, the discount just stops being invisible.
- Approval routes to people who can see cost, and comes back carrying the money off and no margin figure.
Financing
The monthly payment is the product.
Reps who present a payment close materially better than reps who present a price — and most of them are doing it today by fumbling a lender's portal in someone's kitchen.
- A soft prequalification shops the whole panel at once and the answers come back one at a time on screen.
- The hard application cascades to the next prequalified lender if the first declines, with nothing re-keyed.
- A decline turns into a number — the exact down payment that would approve.
- SSN and date of birth are never written to the database. They build the applicant in memory and are discarded.
What the manager sees on Monday
Which reps run the process — and whether it closes.
Presentation analytics elsewhere answer "what did the customer look at." This answers the question a sales manager actually has, because the presentation and the job outcome are the same record.
- Section-by-section compliance per rep, generated from the log as the call happens — not typed in afterwards.
- "Runs 100% of the process, closes 100%. Runs 49%, closes 29%." That's a coaching conversation with evidence attached.
- Time on the price section, and what they're pushing back on, aggregated across every appointment.
- Sections log offline and flush on reconnect, so a week of rural jobs is still a week of data.
Walk a whole appointment in four minutes.
The tour runs the Henderson job start to finish — line-up, measure, price, the held discount, the lender cascade, and the flip to homeowner view.