Overview
After completing a job, your recording is uploaded to the Film Room in the Field Pro app where you can review your conversations, read AI-generated transcripts, and use coaching tools to improve your performance. You can also browse teammates' recordings, track your ranking on the Leaderboard, and organize recordings into playlists.
Who uses this feature
Technicians
Primarily for Residential Service and Replacement business type
Applies to all trades
Feature configuration
Account configuration and office setup is required to use this feature. Please contact your office for details.
The View Field Pro permission is required to use this feature. Please contact the account administrator on your team.
Things to know
Recordings are visible to your team by default even if you have not posted them. Use Make recording private from the recording menu to restrict access to yourself only.
Use the Film Room in the Field Pro app
Open the Field Pro app and tap Film Room.
Use the filter tabs to narrow your list:
All: Shows every recording.
Won: Shows recordings marked as won deals.
Posted: Shows recordings you have shared with the team.
Tap a recording to open it.
When you open a recording, the detail screen shows the recording title, deal status, and three tabs: Overview, Metrics, and Transcript.
Tap Play Recording to listen to the full audio.
Tap Add to queue to add the recording to your listening queue.
Tap the Overview tab to see comments, Ask Field Pro prompts, and an AI-generated summary of the conversation.
Tap the Metrics tab to view performance data such as speaker share, pacing, and interactivity.
Tap the Transcript tab to read the full AI-generated text of the conversation.
Tip: Tap any bookmark to jump to a flagged moment.
Use Ask Field Pro for self-coaching in Field Pro app
Ask Field Pro is an AI tool that answers specific questions about your conversation based on the transcript.
From the recording Overview tab, tap Ask Field Pro.
Type a question about the conversation or tap one of the preset questions. For example, How did I handle the price objection? or Did I offer financing?.
Review the AI-generated response. Use the feedback to adjust your approach before your next job.
Manage a recording in Field Pro app
To access additional options for a recording, tap the Menu ⋮.
From the menu that opens, you can:
Remove from feed: Remove the recording from the team Feed.
Add to playlist: Save the recording to one of your playlists.
Share: Share the recording externally.
Update Recording Outcome: Change the deal status (Won, Lost, or Still in Progress).
Update Conversation type: Change the conversation category.
Help: Access in-app support.
Add and view comments in Field Pro app
From the recording Overview tab, tap Comment.
Type your comment. To notify a specific person, type @ followed by their name.
Tap Send to submit.
To view existing comments, tap the Comments tab.
Use playlists to organize recordings in Field Pro app
Playlists let you save and group recordings by topic, skill, or any category that helps you learn.
In the Film Room, tap the Playlists tab.
Under Shared Playlists, view playlists curated by your manager or leadership. These appear automatically when your coaches create and share them.
Under Private Playlists, view and manage your personal playlists. Tap any playlist to open it and browse its recordings.
To create a new playlist, tap Create New Playlist +.
Add a playlist name and an optional description and tap + Create playlist.
The Bookmarks section at the bottom of the Playlists tab lets you browse recordings organized by AI-flagged moments, such as how teammates handled key objections or closing techniques.
