Guides and free tools for coaching the trades.
Pick a call to review, a skill to practice or a rollout question to answer. Two tools work without an account; three guides walk a manager through the conversation.
Free tools
Appointment scorecard
Score the parts of an HVAC call you heard, leave the rest unscored, and pick one thing to coach. Print or export the worksheet.
Coaching capacity calculator
Enter your appointment load and available manager hours to see how many calls you can actually review this week.
Guides
The HVAC sales process, stage by stage
Follow a replacement consultation from preparation to the agreed next step, with a manager’s review question at each stage.
Leave the debrief with a plan
A worksheet that connects one observation with the rep’s perspective, a practice action and a later review.
Roll out recording without the pushback
Who hears the recording, what happens when Cash is wrong, what if a customer objects: answer it before you ask reps to change how they work.
Put Cash on your next appointment.
$99 per sales rep per month. Managers free. Add a Cash Clip at checkout or pair your Plaud NotePin S.