The brief plays aloud while you drive. Your voice note captures the call after. The desk catches up later.
Mobile Field Mode is the workflow built for the half of your day that doesn’t happen at a desk — between appointments, in the truck, in the parking lot. Hands-free brief playback. One-tap outcome capture. Voice notes file automatically.
Available on the Free tier. Drive Mode + voice notes included.
Independent producers live half their week in the truck. Driving between appointments, dropping off proposals, walking jobsites, doing in-person relationships that the captives can’t. The work is real — the problem is that the tools were built for someone sitting at a desk.
So the prep doesn’t happen. The producer pulls up to the appointment having read the brief once, three days ago, before lunch. The call notes don’t happen either — you’re driving away from the meeting and you can’t exactly type a paragraph at 65 mph. By the time the producer is back at a desk, the conversation is fuzzy and the follow-up date is a guess.
Mobile Field Mode runs the prep and the capture by voice. The brief plays aloud on the drive in. The voice note captures the outcome on the drive out. Both get logged into the prospect record automatically, structured and searchable. The field day stops disappearing.
Open the app once before you head out. Three modes for the three jobs of a field day — switch between them with a single tap, no typing required.
On the drive to the appointment, each prospect’s brief reads aloud through your phone’s audio output — the named gap, the renewal window, the cold opener line. If your phone is paired to CarPlay or Android Auto, the audio plays through the car system. You arrive prepped without pulling the phone out.
After the call, capture a voice note — what happened, what they need, when to follow up. No more “I’ll write it up tonight” notes that never get written.
The voice note transcribes automatically and attaches to the prospect record. The original audio stays available alongside the transcript so you can re-listen later. The desk catches up on its own.
On the way in, the brief plays. On the way out, the voice note captures. Both states render on the same phone screen — but you don’t need to look at it.
“ABC Truck Repair stores customer rigs overnight. Most shops their size run on standard GL — likely missing Garage Keepers. Renewal window opens in about six weeks…”
We’re honest about what the tool does and doesn’t do, because agents who trust their tools sell more with them.
10 prospects, full enrichment, no credit card. Drive Mode and voice notes included on every plan.
Built exclusively for independent commercial agents.