Overview
The Daily Field Pro Insights email is a daily digest that helps you spot high-value opportunities and coach your team faster. It surfaces the most important items from the last day so you can recognize strong performance, address issues early, and improve field results.
Who uses this feature
Administrators
Primarily benefits Residential Service and Replacement business types
Primarily benefits Plumbing, HVAC, Garage, and Electrical trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, please contact Technical Support for details.
To get started with Field Pro, request a demo on our Pro Products page, or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
If you're an existing Sales Pro customer and want to migrate to Field Pro, please fill out this form.
Things to know
If you also receive the View Field Pro Daily Pulse email and want to stop getting it, click Unsubscribe in the email. If you don't see that option, contact Technical Support to remove you from the recipient list.
You receive one email per coach, per team. If you are a coach for three teams, you'll receive three emails.
The email only shows data for the teams and conversation types you can access and have the permission to access.
Best practices
This email is designed to drive action, not just monitoring. Take action when you review the email. For example, recognize good conversations or do follow ups for high opportunities with Re-Engage.
Step 1: Start with Here's what you can take action on today
This section highlights rehash opportunities that need attention and provides direct links to take action.
Click View Rehash on the highest-potential item to review details and next steps.
Click View All to see the full list and prioritize.
Step 2: Review and respond to comments
Click View Comment to open the recording, read, and respond.
Tip: Use comments to reinforce good decisions or ask a coaching question. For example, What would you try differently next time?
Step 3: Coach with Field Rep Performance highlights
This section helps you coach faster by showing common customer objections and real examples from your team.
Use Top objections to see what customers push back on most and how your team responds. The table includes:
Objection: The exact pushback the customer gave.
Instances: How many times your team heard that objection during the reporting period.
Overcame: How many times the technician successfully handled the objection and moved the conversation forward.
Failed to overcome: How many times the objection stopped progress or the technician did not resolve it.
Click View Recording to open the call in Field Pro.
Step 4: Address recording activity gaps
This section reports daily recording coverage for the teams you can access. It counts only recordings longer than 10 minutes.
Review the total number of recordings created the previous day across teams.
Review a list of technicians whose recording rate falls below 20% for the day.
Step 5: Analyze Ask Atlas Activity
This section shows the 3 highest-value Atlas interactions from your teams for the day. Each item includes:
The technician name
A one-line question summary
A short recap of the answer Atlas provided
Best practices
Share a strong Atlas highlight with your team to reinforce helpful guidance.
If the same question shows up often, turn it into a short coaching topic.
Want to learn more?
See Field Pro