Lead Allocator

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

This tool is for branch managers

Your sign-in works — it's the same account as the Sales Toolkit — but handing out leads is a GM action, so there's nothing here for a rep to do.

Your own day's appointments live in the Sales Toolkit. If you should have manager access here, ask whoever runs your branch to change your role.

allocator build 2026-08-04h · one Lock day button per rep, and it names the leads it seals

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.