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Platform · People & accountability

Ride along on every call. Skip the truck.

Your technicians record the visit on their phone. You get every word, the moments that matter, a score on your own sales steps, and whether the job sold.

What it replaces

Ride-along recording and coaching

$3,000a month

What a 15-technician shop typically pays for it, at $200 per technician. In Company Console it’s part of the plan.

Included on Platform

A recorded sales call with the player, the moments on the timeline, the transcript, a manager's comment and the scorecard
One recorded call, with the outcome from ServiceTitan

Every word, and who said it.

The recording comes back as a transcript with the technician and the customer on their own lines, a time on every line, and the moments marked on the timeline.

  • Play from any line, skip the silences, search the words.
  • The brief pulls out what mattered to this customer, in their own words.
  • Calls up to three hours long.
The brief: what matters to this customer, in their words
The brief · what held the customer up

Scored on your sales steps.

Each call is scored against the steps you sell by: found the need, showed three options, asked for the sale. Every mark comes with the words that earned it and the moment it happened.

  • A manager changes a mark and the score follows.
  • The score stays with managers. Technicians see the comments you choose to share.
  • Pin a comment to the exact moment, for the tech or for managers only.
The call's scorecard: each sales step with its mark, the time it happened and the tech's own words
The scorecard on one call

See what your sold calls do differently.

Team coaching compares every technician: calls recorded against calls run, close rate on recorded calls, the weakest step, and what the sold calls had that the others didn’t.

  • What to work on this week for each tech, worked out from the marks.
  • Add it to the next one-on-one, or assign practice, in one click.
  • The not-sold calls no manager has opened yet, lowest score first.
Team coaching: calls recorded, close rate on recorded calls, scores by technician and the steps the sold calls had
Team coaching · last 30 days

Did it sell? ServiceTitan answers.

Each recording is tied to its job. If an estimate on that job sells within 30 days, the call reads sold, with the dollars. Close rate and average ticket on recorded calls come out by technician.

  • Sold, not sold, still open or no options presented.
  • The average score on calls that sold against the ones that didn’t.
  • A job two techs recorded counts once for the company.
Did the recorded calls sell: recorded, sold, close rate, sold dollars and score by technician
Did the recorded calls sell?

Questions

Virtual ride-alongs, answered.

What does the technician have to do?

Tap record when they walk in and stop when they leave. The phone app uploads it, and the transcript, the brief and the score come back on their own.

Do technicians see their score?

No. The score stays with managers. Technicians see their calls, whether they sold, and the comments you tick for them to see.

How long are recordings kept?

The audio is kept for 30 days. The transcript, the times, the marks and the comments stay.

Which plan includes ride-alongs?

Platform, with up to 60 recordings per technician every month.

Works with the rest

One login, one record, one bill.

Virtual ride-alongs is part of people & accountability, and works from the same people and numbers as everything else.

See it with your own numbers.

A walkthrough of Company Console, tailored to your company.