Sales Toolkit

Rep

Customer / area

Live transcription

00:00

Ready when you are

or

Reviewing the ride-along

Scoring against all 10 steps.

Reading the transcript…

Appointment score

0/100

—

Talk time

–%

Steps hit

–/10

Filler words

–

Centah rollout compliance

The route · 10-step process

Sales language scorecard

Objections

🟢 What worked

🟡 Biggest opportunities

My trends

Score over time

Every ride-along, most recent on the right

Average by step

Where you're strong and where to train

Filler words per ride

Lower is tighter — trend over your last rides

Leaderboard avg of last 10

Team step heatmap

The whole branch's average per step — coach the reds

build 2026-07-31e · per-branch Google review linking + import scaffolding

Set a rep's weekly focus

Rep

Focus step

Coaching note

Your toolkit

My photo vault your proof in the field

Build your personal library of damage shots and before/after transformations from your jobs. Pair a before with its after and they showcase side by side — proof you can pull up mid-kitchen-table.

What are you adding?

Caption (job, city, what to point out)

Share to the Branch Gallery so teammates can showcase it too

Training library from the training manual

📊 Usage & Impact admin

🏢 Organizations platform owner

📚 Reads & Listens recommended by the team

Type

Title

Why it's worth it

Link (optional)

🏁 Sales boards how the branch stacks up

✅ To-Dos yours only

💵 Payroll your pay

👤 Customer & project

Fill this in yourself — it doesn't need to be linked to a booked lead.

Customer name

Address / job (optional)

Rep

Date

💵 The investment

Enter the full project price — everything else calculates itself.

Total investment

Promotions You save $0

Total after promotions$0

⚙️ Terms

Set these once — the customer only sees the two cards below.

Cash / check

Due at signing ($)

Monthly / on account

Lender

Down ($)

Payment factor (%)

Est. monthly ($)

Show a term length to the customer

Estimated monthly = amount financed × payment factor. If the lender quoted an exact payment, type it in. Payment and terms are exact upon approval.

🧾 Itemized breakdown optional

Upload the screenshot of the job's review page. It sits on the customer's screen above the pricing, so the rollout is bulletproof.

🛡️ Included on every job

The services and warranties that come with every system. These show on the customer's screen before any price — edit them only if this job differs.

Ready for the table?

Turn the screen around — the customer sees the options, nothing else.

Reveal the numbers one line at a time

🛟 Field support straight to your manager

Need something to do your job? IT trouble, sales-kit gear replacement, app bugs or ideas — send it here and track the status.

Sign in

Your complete sales toolkit — with a coach in your pocket.