For outside sales reps
Talk into your phone for two minutes after a visit. Windshield turns it into a CRM note, a next action and a follow-up email, ready to paste. Then it shows you which accounts need attention, plans your next stops, and keeps your follow-ups in view.
$19/month or $189/year.
Start your 14-day free trial
14 days free. No card, no password, nothing to install.
01:47
Recording — tap to stop
- Sat down with Dana in purchasing at Ridgeline Manufacturing. - Drum usage ran ahead of forecast this quarter…
Send Dana a quote for drum resupply
See Windshield in 55 seconds
An example visit, written the way a rep actually dictates one. Names and details are invented — no real customer appears here.
What you said
okay so just wrapped at Ridgeline Manufacturing, met with Dana in purchasing — she uh, she just took over the account last month so she's still getting up to speed. They're running short on drums, went through way more than they planned this quarter. Their current supplier was late twice and she was not happy about that, she brought it up twice. Budget's approved through year end but anything over ten grand has to go past her plant manager. She wants a quote before the end of the month.
2 min later
What it wrote
- Sat down with Dana in purchasing at Ridgeline Manufacturing. - Dana took over the account last month and is still ramping up. - They went through more drums than planned this quarter and are running short. - Current supplier was late twice. She brought it up twice. - Budget approved through year end. Over $10k needs plant manager sign-off. - Dana asked for a quote before month end.
Send Dana a quote for drum resupply
Before month end — Oct 31
Quote for your drum resupply
Dana — good to meet you today. You mentioned you are running short after this quarter came in ahead of forecast, so I am putting a quote together now. I will have it over before month end so you have time for the sign-off above $10k. If the delivery dates are the sticking point, tell me and I will build the schedule around them.
Contact: Dana, purchasing, new to the account last month Timeline: quote before month end Budget: approved through year end; over $10k needs plant manager sign-off Current supplier: late twice this quarter
Who is the plant manager, and how long does their sign-off usually take?
Sitting in the truck, before you pull out. Ramble. Backtrack. Swear. It gets cleaned up.
A CRM note, one next action with a date, a follow-up email, and the facts laid out for the record. Plus the questions you should have asked.
Every card has a copy button. Salesforce, HubSpot, a spreadsheet — it does not care.
Between visits
Every write-up feeds a picture of your accounts: who you have seen, who is slipping, and where you should be next Tuesday.
Write-ups land under the right account. Import your whole list from a spreadsheet and tag each one A, B or C.
Set how often each account should hear from you, 21 days for a key account, 90 for a small one. Green is on track, amber is slipping, red is overdue, and you can filter to just the overdue ones.
Every account as a dot, coloured the same way. Tap one for the last visit and a Directions button.
Tap the stops you want, it orders them nearest first and hands the whole loop to Google Maps as one route.
Every next action with a date lands in the Follow-ups tab, sorted by when it is due, with a checkbox to clear it when it is done.
Pick a date range in History and copy a trip report: every stop, grouped by account, ready for your manager.
Meeting mode
Switch it on in Settings, tell the room, tap once, put the phone face down. It records up to 90 minutes and the transcript shows who said what.
The same five cards as a memo, with the customer’s own words quoted in the note where they matter.
Notes and action items, filed on their own shelf, never mixed in with your visits.
300 minutes a month included. Every recording starts with you confirming everyone knows. Audio is transcribed and discarded, never kept.
I sell on the road. For years the notes piled up until Sunday evening, and by then half the detail was gone: who was in the room, what they actually said, what I promised. So I built the thing I wanted: talk for two minutes in the truck, get a note I can paste, and go home.
It has grown since then. It keeps my accounts straight, tells me who I have not seen in too long, plans the day’s stops, and handles the hour at the table as well as the two minutes in the truck. It is still not a platform, and it does not want to be your system of record. It takes the worst part of the week off your plate and stays out of the way.
Travis, founder and first user
You copy, you paste. That is the whole integration. Nothing to connect, nothing for IT to approve.
No signal at the account? It holds the recording and uploads when you hit the highway.
Monthly
$19/mo
Unlimited write-ups, accounts, map, trips and follow-ups. 300 meeting minutes a month. Cancel any time, in the app.
Yearly
$189/yr
Save $39 a year. Same everything.
Fourteen days free first, no card. If it does not survive a real week of visits, do nothing and it stops. Nothing is charged, and what you wrote stays readable.
Not unless you ask it to. By default you dictate to your own phone after the visit is over, by yourself, and that is how most reps use it. There is an optional meeting mode for recording a sit-down, with a monthly allowance of minutes included. It stays off until you turn it on in Settings, and every recording starts with you confirming everyone in the room knows. You are responsible for having any consent the law where you are requires. Either way, audio is transcribed and discarded; if you record with no signal it waits on your phone until it can upload.
No, and it cannot. There is no integration and no login to your company systems — nothing for IT to integrate or maintain. You copy the note and paste it wherever your notes go.
Send them the security page. Short version: your visits are scoped to your account at the database level, audio is transcribed and discarded rather than kept, and nothing you record is used to train any model.
Tell it what you sell once, in Settings, and it writes with your terminology instead of generic sales language. You can also teach it the brand names and jargon it keeps mishearing.
$19 a month, or $189 a year, which saves $39. Fourteen days free first with no card. Cancel inside the app.
Nothing, unless you choose to subscribe. There is no card on file, so there is nothing to charge. Your write-ups stay readable; you just cannot make new ones until you subscribe.
Email us inside your first 30 days as a paying customer and we refund you. After that, cancel any time in the app and it stops at the end of the period you paid for.
More detail on security and what we store.
Fourteen days free. Set it up in the time it takes to finish a coffee.
14 days free. No card, no password, nothing to install.