Every visit scored against your script.
Chalkline records the in-home visit, checks in with the technician between steps, and sends a written debrief when the job is done. Your script, your rubric, every visit.
Record, check in, debrief
Three taps on the iPad. The coaching happens in the gaps the technician already has.
1. Record
The technician taps Record at the door. Chalkline records the whole visit on the iPad, screen on, in the browser.
What the tech sees2. Check in
At a pause, tap Check in. In a few seconds the card shows which steps are done, what is missing, and the next line to say.
The check-in card3. Debrief
Tap Finish. The visit is scored step by step and the written debrief lands in the technician's inbox and on the manager's dashboard.
What managers getA coach who read the script and heard the visit
Check-in card
Tap Check in at any pause. The card shows each script step as done, partial, or not yet, what is still missing, what the customer said they care about, and the exact line from your script to say next.
Ask the coach
A question box on the same card. Answers come from this visit's transcript and your script, during the visit or after it.
Written debrief
Two moments that worked, with the quote. Two or three moments to improve, each with the stronger line in your script's own wording. One thing to try on the next visit. Emailed to the technician.
Step scorecard
Every step scored 1 to 5 with the evidence quote and one tip. The technician sees the score minutes after tapping Finish.
Every visit, without riding along
A manager can ride with one technician a week. Chalkline scores every visit from every technician against the same rubric, so the coaching conversation starts from the scorecard instead of from memory.
- Sessions list with status, score, and the debrief for every recorded visit
- Per-technician view with weekly recording goals and progress
- Score distribution and close rates across all scored visits
- Rubric editor: your script steps in order, a weight per step, and what a 1, 3, and 5 sound like
- Transcript with speaker labels and audio playback on every session
- Rescore past visits after you change the rubric
Works on the truck, not just in the office
- Runs in the browser on an iPad or phone. Add to home screen, no app store.
- Each technician gets a personal recorder link. No login on the truck.
- Recording keeps going through a lost signal and uploads when it returns.
- Nothing on the screen faces the customer.
- The full visit is scored, not the first ten minutes.
iPad first
Designed for the tablet the technician already carries.
Your rubric
Steps, weights, and anchors are yours to edit.
Ask anytime
Questions answered from the visit and the script.
One roster
Same technician list as the rest of SmartMoves Voice.
Frequently asked about Chalkline
Does it talk in the technician's ear during the visit?
Which sales scripts does it score?
Do I need the AI receptionist to use Chalkline?
Who sees the recordings?
What does it cost?
Put a coach on every visit.
Send us your script. We load it as the rubric and your first technician records a visit the same week.