Skip to content
Company Console

Platform · People & accountability

Coach the team. Keep the record.

Every seat and its procedures, practice calls, one-on-ones, ride-alongs, hiring and attendance in one place. What your company knows stays when people change, and every conversation starts with what actually happened.

Request a demo

Give every role a clear place in the company.

Each seat on the org chart carries what it owns, its procedures and its daily checks, so nothing is lost when someone changes seats.

  1. 01
    Define what the role owns.Make the accountabilities clear and the gaps visible.
  2. 02
    Keep the procedures current.Every procedure has an owner, a history, and a check each quarter that it’s still how you do it.
  3. 03
    Check it got done.A short daily checklist for each seat. A missed one goes to that person’s next one-on-one.
The org chart with reporting lines and the empty seats
Roles and reporting lines

Every conversation starts with what happened.

Give managers a record they can use to support the team, and give every person a clear picture of where they stand.

  1. 01
    Hold every one-on-one on schedule.Notes kept, and anything missed brought to the next one.
  2. 02
    Hear the customer visit.The tech records it on their phone. You get what the customer actually said, with coaching on the objections they raised.
  3. 03
    Keep the record straight.Applicants, time off, lates, no-shows and write-ups, each on record.
What connected follow-through looks like
A daily check is missedThe manager records itIt appears in the next one-on-one

The conversation starts with what happened, with a record to come back to.

What’s inside

Every tool in people & accountability.

Start with the pieces you need and switch on the rest later. .

Roles & procedures

  • Org chartEvery seat, who fills it, who they report to, and which seats are empty.
  • ProceduresWritten procedures with an owner, a version history and a review schedule.
  • Daily checksA daily checklist for each role. A missed one goes into that person’s next one-on-one.

Coaching & training

  • Virtual ride-alongs PlatformThe tech records the visit on their phone. You get what the customer actually said, with coaching on the objections they raised.
  • One-on-ones Standard & PlatformEvery manager’s one-on-ones on a schedule, with notes kept and anything missed brought to the next one.
  • AI practice calls Standard & PlatformTechs and CSRs practice with an AI customer who pushes back, then get graded on how they handled it or how closely they followed your sales script.

Hiring & reviews

  • Recruiting Standard & PlatformEvery applicant from first contact to hire, with openings by position.
  • People reviewsRate each person on the traits their seat calls for.

Attendance & discipline

  • Attendance & time offTime-off requests from the phone, lates and no-shows logged, and your attendance policy counted for you.
  • Write-upsYour discipline steps, set up the way you run them. Send a write-up to the tech’s phone and they sign it there.

The rest of the platform

Everything else it runs.

PerformanceScorecards, the weekly meeting and ClarkDaily operationsInstall board, permits, the call board, trucks, floor plans and reviews

See Company Console in operation.

A platform walkthrough tailored to your organization.

Request a demo