See it in action
The same system for the rep at the door
and the owner at the desk.
Properties · Custom Fields · Tags
Every door in your territory, in one list.
Addresses geocode on entry. Status, assigned rep, groups and your own custom fields on every record — filter by pipeline stage, dormant, duplicates, or anything you track.
- —Pipeline, Customers, Dormant and Duplicates views
- —Import, export, and open the whole list in Sheets
- —Geofences and a customizable property form
Property record · Contacts · Fields & Visits
The whole history on one record.
Location, primary contact, units, orders, products available, competition, forms, photos and files — and a geofence zone so reps check in only when they are actually there.
- —One-tap check-in, call, email and navigation
- —Verified addresses, movable pin
- —Custom fields per org — Property ID, gate code, whatever you need
Field Notes · Daily Logs · Shift Notes
What happened at the door, written down where the next rep will find it.
Property notes, visit notes, daily logs, shift handoffs, task comments and time entries, all in one hub — searchable, pinned, and reviewed by managers at the end of the day.
- —Today's log, shift inbox, pinned memos, review queue
- —Every note linked to its property or task
- —Desk, Notebook and Board views
iOS app · Tasks · Time Tracking · Route Optimization
Reps run their day from their phone.
Clock in, get the day’s stops in the best order, check in at the door with GPS verification, close the task with a photo. No clipboard, no end-of-day spreadsheet.
- —Configurable check-in rules per org and per user
- —Multi-stop routing, hand-off to Apple, Google or Waze
- —Mileage and expenses captured on the spot