Sales Intelligence

Rep Performance Tracking

See exactly how every insurance restoration roofer on your team is performing. Doors knocked, appointments set, storm damage deals closed, and revenue generated — tracked automatically.

What you get

Built for how storm jobs really run

In insurance restoration, speed and accuracy decide whether a claim gets paid. Rep Performance Tracking is built to give your crew both — in the field, on their phone, even with no signal.

  • Individual rep scorecards with key metrics
  • Doors knocked and appointment set rates
  • Revenue attribution by sales rep
  • Activity timelines showing daily performance
  • GPS-verified canvassing activity — knocks logged from the doorstep, not the truck
  • Setter/closer split attribution for two-touch sales teams
  • Manager dashboards for team-wide visibility
Rep performance dashboard showing individual scorecards with knock counts, close rates, and revenue
The payoff

What it means for your business

Coach With Data

See exactly where each rep needs help — not enough doors, low close rate, or missing supplements.

Reward Top Performers

Clear, transparent metrics mean your best reps get the recognition they deserve.

Identify Hiring Needs

Know when your team is at capacity and exactly what kind of rep you need to hire next.

You can't coach what you can't see

In door-to-door storm sales, the difference between a $400K rep and a $1.2M rep is rarely talent — it's activity and conversion at specific stages. One rep knocks 80 doors a day but books few inspections; another books plenty but signs few contingencies. Without stage-by-stage numbers, both just look like 'inconsistent closers,' and your coaching defaults to pep talks.

HailMate tracks the full funnel automatically — knocks (GPS-verified from the canvassing app), conversations, inspections booked, contingencies signed, jobs approved, revenue collected. Scorecards make the bottleneck obvious within a week, so you coach the stage that's actually broken. Managers who do this consistently report the same pattern: mid-tier reps improve fastest, because their gaps were always specific and fixable.

Built for storm-season teams, not inside sales

Storm crews scale up fast — five new canvassers the week after a hail event is normal. Rep tracking in HailMate requires zero setup per hire: the moment a new rep starts knocking in the mobile app, their scorecard exists. And because HailMate is flat-priced instead of per-seat, staffing up for the storm doesn't raise your software bill. Turnover is the silent killer in this industry; knowing within two weeks whether a new rep is ramping saves you months of carrying the wrong hire.

FAQ

Frequently asked questions

HailMate automatically tracks doors knocked, appointments set, contracts signed, close rate, average job value, total revenue generated, supplement submission rate, and daily activity logs. Each rep gets a personal scorecard that updates in real time.

Put this to work this week

Start free, set up your team in minutes, and run your next storm job in HailMate.

14-day free trial · no credit card · plans from $149/mo