USE CASE · FIELD SALES & TRADES

Every driveway pitch, remembered.

Home services, in-home sales, walk-throughs and quotes. Knack. records the conversation at the kitchen table, sends the follow-up before the truck leaves the curb, and shows the business which leads close and why.

RecapReady in 52s ✓
Walk-through · 48 Alder St · 34 min
Quoted $12,400 for the full roof replacement.
▶ 12:04
Main concern: finish before the October rains.
▶ 27:18
Decision needs Mr. Mitchell. He is back Thursday.
▶ 33:41
3 actions routed →
Every line links to the tape.
Work left the app
Before you reached the truck.
Follow-up email sent
To Sarah · quote attached
CRM updated
Housecall Pro · $12,400 quoted
Next visit booked
Thursday 9:00 · both Mitchells
One memory. Every meeting.
▶ tap any line to hear it
app.theknack.ai · insights
Close rate by lead source
From what was said in the room, joined to the lead source
Referrals45%
Direct28%
Paid leads15%
Paid leads die on price in minute 40. Referrals never mention it. ▶ 39:12 hear it said
Today in the field
$48,200
quoted this week
Marcus · 48 Alder St
Walk-through · just now
Quoted $12,400
Dana · 12 Crestline Dr
Estimate · 11:00 AM
Closed ✓
Marcus · 301 Bell Ave
Final measure · 2:30 PM
Recap ready
Follow-ups, moving
routed from today's meetings
Email · Sarah Mitchell
Quote attached · 10:04 AM
Sent ✓
Housecall Pro · 48 Alder St
$12,400 quoted, stage updated
Synced ✓
Visit · both Mitchells
Thursday 9:00
Booked
THE ROOM

No bot can join a kitchen table

The deal happens face to face. Knack captures it on the phone already in the rep's pocket, on device, with consent.

THE CURB

Follow-up before the next stop

Recap in 52 seconds, quote attached, CRM updated. The evening write-up stops existing.

THE BUSINESS

Close rate by lead source

Which leads close, which die on price, and the moment it happened. Spend follows truth.

The day the product is designed around

Three to five appointments. Driving between them. Each one somewhere between forty minutes and two hours, in a kitchen, a driveway, a basement or a half-built extension. Often no wifi, sometimes no signal at all, and never a laptop open.

In each conversation the rep learns things nobody else in the business will ever hear: the real budget, the spouse who is unconvinced, the competitor who quoted last Tuesday, the timeline that hangs on a permit, the objection they fumbled and knew it. Then they drive to the next appointment and most of it evaporates.

At nine that night, tired, they open the CRM and type four words. Quoted 14k, thinking about it. That sentence is what the business gets from a ninety-minute conversation, and it is what an owner has to make marketing decisions with.

The leak is not that reps are lazy. It is that we ask a person to be a recording device after eleven hours of work, and humans are bad at that.

Why no notetaker has ever solved this

Every popular AI notetaker works by putting a bot into a video call, which needs an invite, a join link and a participant list. Granola takes the other route and captures a Mac's audio while you type. An in-home appointment has none of those things.

So the category is structurally blind to exactly the meetings where in-person businesses make their money. A company's cheapest internal stand-up gets transcribed and summarised; its $18,000 roof replacement conversation lives in one person's memory.

Knack inverts the assumption. There is no bot because there is nothing to join. The phone goes on the table, consent is asked out loud as part of the greeting, and capture happens on the device so a basement with no bars does not lose the meeting.

What changes in the first week, and what changes in the first quarter

Week one is about the rep, and it has to be, because a tool the rep resents does not survive. The recap is ready before they reach the next driveway, the follow-up email is drafted and ready to send from their own address, and the CRM note writes itself. The evening admin session stops existing. Nobody needs to be persuaded to adopt the thing that deletes the worst part of their day.

The first quarter is about the owner, and it is a different kind of value. Once a few hundred appointments have been captured, patterns become visible that no amount of ride-alongs could surface: which lead sources close and which die, when in the conversation price tends to come up, which objection kills the most deals, and which competitor keeps appearing in the visits you lose.

The second thing depends entirely on the first. Attribution only works if capture is complete, and capture is only complete if reps actually want to use it.

Consent, because your rep is in someone's home

Around a dozen US states require all-party consent for a confidential in-person conversation, and a customer's living room is the textbook example of a place with a reasonable expectation of privacy. This is not a footnote for field sales; it is the operating condition.

The workable policy is to always ask, everywhere, in one sentence as part of the greeting. It is correct in all fifty states and it removes a legal judgment call from a tired rep standing in a stranger's kitchen at seven in the evening.

Teams that run it report the opposite of what reps fear. Framed as note-taking that keeps the rep present rather than surveillance, customers read it as professionalism, and the promise that follows, an accurate written summary of everything agreed, is a benefit to them rather than a concession.

Does Knack work without cell coverage at the job site?

Yes. Capture is on-device first and uploads when coverage returns. A dead zone, a basement or a rural site never loses a meeting.

Which CRM does Knack update?

Housecall Pro, HubSpot, ServiceTitan, Jobber, Salesforce or something built in-house. We connect it to what you already run during onboarding, and setup is included with an annual Team plan.

Is it legal to record a customer in their own home?

In most states you may record a conversation you are part of, but around a dozen require everyone's consent, and a home is where privacy expectations are highest. Knack is consent-first: a one-line disclosure script and a visible recording state on screen. Always asking is correct in all fifty states.

Will reps actually use it?

Adoption turns on whether a tool helps the rep or measures them. Reps adopt something that writes their follow-up and updates the CRM, because it deletes their evening admin. They resist something whose only visible output is a score their manager reads.

How long before the lead-source data means anything?

The follow-up and CRM benefits land on day one. The attribution pattern needs enough appointments to be real, which for most crews is a couple of months, so the compounding insight arrives on top of something already worth having.

What about appointments that run over two hours?

Nothing happens, which is the point. There is no per-meeting cap and no monthly minute cap on any plan, deliberately: a rep who is rationing minutes stops recording the routine-looking visits, and those are exactly where the pattern lives.

Can the owner listen to a specific moment?

Yes. Every line in a recap links to the second it was said, so a disputed quote or an objection is settled by playing the tape rather than by two people's memories.

Be there. We'll remember.