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Software · JobTracker · In-home sales
JobTracker
In-home sales
In-home sales software that closes the deal before you leave
In-home sales in JobTracker is a tablet sales system for home-services and construction reps who sell at the kitchen table. The rep presents, lets the customer choose good, better or best, checks financing, records the visit for an AI-drafted scope, and collects a signature and deposit on the spot. The sale then lands in the office as a ready-to-build job.
Every screen in English and Spanish · Works on phone, tablet and desktop · Plans start at $495 a month
The problem
Sound familiar?
Why do so many good appointments end with "let me think about it"?
The rep shows up with a binder, a price in his head and a phone full of photos. The customer hears one number and freezes. Financing comes up as an afterthought. If they do say yes, the paperwork gets filled out by hand, the deposit waits until next week, and half of what the customer asked for lives only in the rep's memory.
Then the office inherits the mess. You chase missing signatures, guess at the scope, and call the customer back to ask what they meant. Every sale depends on which rep walked in that night and how he felt. You built a real company, but the close still runs on luck and handwriting. Good reps leave money on the table, and new reps never get a fair shot.
Where it costs you today:
customers stall on one price with no options to compare
deposits wait days because the paperwork goes back to the office
promises made in the living room never reach the crew's scope
What it does
Sell the job
What does in-home sales software in JobTracker do?
A presentation on the tablet
Load your PDFs, images, video, or Canva and Google Slides links, and present them full screen on a tablet. Every rep tells your story the same professional way.
Good, better, best on one screen
Each service opens with your default options. The rep swaps options, adds one-time items or changes quantities, and the customer rules out what doesn't fit right on the screen.
Financing pre-approval in the proposal
Your financing partners are listed in the proposal, with pre-approval right on the options screen. The details carry into the agreement, so price stops being the reason a sale stalls.
Record the visit, get the scope
With the customer's consent, record the conversation. JobTracker gives you a transcript and an AI-drafted scope of work, so nothing the customer asked for gets lost.
Coaching and a leaderboard
The AI sales coach reviews recorded visits and tells each rep what to do better. Sales contests with live standings and a leaderboard keep the whole team pushing.
Sign, collect, hand off
The customer signs in the home and the first payment is taken right after. A closeout checklist confirms the paperwork, then the sale goes to the office as a job with the rep's pay ready for review.
In the app
Real screen
See it in JobTracker.
This is the actual screen your team works in, shown here with demo company data.
JobTracker · In-home sales
With JobTracker
What changes
What changes when the close happens at the kitchen table?
Your newest rep walks in with the same polished presentation your best rep uses, already loaded on the tablet.
The homeowner compares three options, rules one out, and gets pre-approved for financing without leaving the couch.
The agreement is signed and the deposit is taken before the rep is back in his truck.
The next morning, the office opens a complete job, with the scope written and the deposit already on its payment schedule.
If nothing changes
Every visit that ends in "let me think about it" is a lead you paid for and a second chance for someone else. Without a consistent close, growth depends on who knocked that night, and your best reps lose commission they earned.
The plan
Three steps
How do you get started?
1
Book a demo.
Thirty minutes, on work like yours.
2
We set it up with you.
We bring in your jobs, people and data, and train your crew in English or Spanish.
3
Run your next job in it.
See the difference on day one.
Works with
One system
Part of JobTracker, connected to everything else.
Sell the job
Estimating and proposal software →
Sell the job
Commission tracking software →
Get paid and pay people
Invoicing and payments for contractors →
See how it all fits together in JobTracker, our job management software for contractors →
FAQ
Straight answers
Questions about in-home sales.
Can my reps run the whole sale on a tablet?
Yes. Presentations run full screen on a tablet, and the options, financing, agreement and signature all happen on the same device. JobTracker also runs on phones and computers and installs like a native app. Reps carry one device into the home instead of a binder and a clipboard.
Do you record the customer without asking?
No. Recording happens only with the customer's consent. Once recorded, the visit gives you a transcript and an AI-drafted scope of work, and the AI sales coach can review it to help the rep improve.
Can customers sign in Spanish?
Yes. Signature certificates are available in English or Spanish, and every screen in JobTracker can be switched to Spanish. Customers who prefer Spanish get their emails and texts in Spanish too. Each person picks their own language.
What happens after the customer signs?
The deposit invoice lands on the job's payment schedule, so you can take the first payment right away. When the closeout checklist is complete, the sale goes to the office as a job, with the rep's pay ready for review. The office never starts a job that's missing paperwork.
We already use GoHighLevel. Does that still work?
Yes. Reps start a proposal from any lead in the sales pipeline, and the signed agreement can also be sent to GoHighLevel. Contracts signed in GoHighLevel still become jobs in JobTracker automatically. Nothing has to be entered twice.
How much does it cost?
Plans start at $495 a month, with a discount when you pay yearly. Book a demo and we'll walk through an in-home sale using your own services and options. Bring your current price sheet and we'll show you how it fits.
Get started
30-minute demo
See a sale closed and handed off
Book a demo and walk through a full in-home sale, from the first slide to the deposit and the office handoff.