Know what you are walking into

Before you pull up, the card already tells you what can be known: what the house looks like, how far it is and what the drive costs you, what the weather is doing to their gutters, and how this appointment compares with the ones you usually close. Each customer carries a read on how likely they are to buy and what is driving it, so you can spend your best hours on your best chances instead of finding out at the door.

A customer card with the insights panel open and the job tools underneath. — Captured live from the site. Customers appear by first name only; surnames, addresses, phone numbers and emails are obscured on purpose. Tap the image to fill the screen.

1What the customer asked to see
2How to open the conversation
3Drawing, estimator and photos, one tap away
4Assistant, reviews, canvas and Praxis TrueEdge score on the card

How you use it

Open tomorrow the night before and read the top of each card.
Plan your day around the strongest appointments and the shortest drives.
Use what it tells you about the property to open the conversation.

What it does, step by step

The card gathers what can be known before you go: the house, the drive and the weather.
It shows how likely this customer is to buy, and what is driving that.
Plan the day around the strongest appointments and the shortest drives.
Use what it says about the property to open the conversation.

Time it saves Estimates

Task	By hand, typically	With the app, typically
Researching each house	5–10 min a stop	Already on the card
Deciding which appointments come first	About 15 min	A glance

Typically 30–45 minutes of prep a day.

Typical estimates, not guarantees.

Errors it prevents Guesstimates

Story footage offYou see the house first, so second-story runs are expected, not missed.Guesstimate: about 1 story-footage correction a month avoided
Walking in blindThe house and its gutters are on the card before you pull up.Guesstimate: fewer surprises at the door

Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.

Who it helps

The repBest hours spent on the best chances.
Office & installersBetter-scoped jobs from the first visit.
The customerA rep who already understands their house.
The managerReps spend time where it pays.