UpSwingTraining that sticks. Coaching that's aimed.
UpSwing puts your sales process, your training and your company resources on every phone in every truck, and shows managers exactly where each person needs help.
Example screen · made-up company
A blank canvas for the way your company works.
You put in what matters to your team, and everyone can find it when they need it. You decide what goes in and who sees it.
Sales
Your sales process, your sales training, your playbooks, and anything else your reps need before and during a call.
Service
Your procedures, your job checklists, your tech training, and the code books and specs your techs rely on.
Managers
Your training decks, ready to present at the morning meeting, plus the documents you use to run training and coaching.
Everyone
Your policies, your team directory and important numbers, and a home page with your company news.
A rep sees what applies to sales and a tech sees what applies to service. On a job, tap the job type and everything you've tagged for it comes up at once. To help you start, UpSwing includes a few templates, like sample checklists and ride-along score cards, that you can use, change or delete. Everything else is yours.
The hard part isn't the first 30 days.
Getting a new hire up to speed is the easy part, and UpSwing gives them a 30-day plan that runs itself. The hard part is everything after: keeping a five-year tech sharp, rolling out a new process, and making sure March's training still shows up in June.
That's where most training quietly dies. UpSwing keeps it alive.
Assign it and see it get done
Pick a course, pick the people, set a due date. See who finished and who's behind without chasing anyone. Reminders go out on their own.
Training that renews itself
Courses that need doing every year reopen on their own before they expire, with a record of every time someone finished.
A five-minute weekly refresher
Every Monday, each person gets a few quick questions from what they've already learned, weighted toward what they've missed before.
Questions answered once
People ask right on the training. Answer it once and the whole team sees the answer.
Your KPIs tell you who's struggling. UpSwing tells you why.
Every quiz shows exactly which questions each person missed, and which ones your whole team keeps missing. So you walk into a coaching conversation knowing what to work on.
Your close rate is down. Let's ride together sometime.
You're solid on the inspection, but you're missing the financing questions. Let's work on that.
Make every ride-along count
You can't ride with everyone every week. Score cards rate each step, track each person over time, and flag the steps your whole team is weakest on. Your lead techs and reps can run ride-alongs too, so coaching doesn't wait on your calendar.
Your Monday summary
Who's on track, who's behind, what's being missed, and where your coaching time will matter most this week.
Training and sales numbers, side by side.
UpSwing comes with a sales dashboard built for the way home services teams sell. Everyone sees where they stand against goal for the week, month and year.
No double entry: export your sales report from ServiceTitan, Housecall Pro, Jobber or any spreadsheet and drop it in. Columns and names are remembered, and change orders and duplicates are caught, so keeping it current takes about a minute.
Set yearly goals once and the dashboard spreads them month by month to match your budget. Put the board on the shop TV and let it run.
Show each rep their "what if." Pick a rep, nudge their close rate or average sale, and see what it does to their month and their goal, based on their last 90 days. "Close more" turns into a number they care about.
Because training and sales live in the same place, you can see whether the rep who finished the course is closing more, and spot who needs coaching before the numbers drop.
To your team, it's your company's app.
Every company does things differently, so UpSwing doesn't make you change how you work.
Your look
Your logo, your colors and your fonts, with a home page you design yourself.
Your training
Upload your own PDFs, videos and slide decks, build your own courses and quizzes, and organize it all your way. UpSwing gives you the tools; the know-how is yours.
Your numbers
Track any KPI you care about, with goals for each one, by team or by person.
Your setup
Turn parts on or off to match how your company runs. Use what helps, hide what doesn't.
One price for your team. Everything included.
Priced by the techs and reps in the field. Owners, managers and office staff are always free, and every plan includes the training tools, coaching tools and sales dashboard.
Starter
An owner and 10 techs: $299 a month, everything included.
Team
For growing companies with a sales team and a service team.
Company
Multiple departments, managers and lead techs running ride-alongs.
Enterprise
Several brands or locations under one roof. Let's talk.
Every plan includes
- Training courses, quizzes and the Toolbox
- Ride-along score cards and coaching tools
- New-hire onboarding plans
- Weekly refresher and Monday summary
- Sales dashboard and shop TV boards
- Your logo, colors and home page
- Unlimited managers and office staff
- Phone, tablet and desktop
Pay yearly, get two months free
Or pay month to month and cancel anytime.
Help getting set up
Want it done for you? We'll load your material and build your first courses, quizzes and onboarding plans. One-time, from $1,500.
What owners ask us
How do our sales numbers get in?
Export your sales report from ServiceTitan, Housecall Pro, Jobber or any spreadsheet and drop it in. UpSwing reads the columns, matches names to your people, catches change orders and skips anything already imported. It remembers your report, so after the first time it takes about a minute. For close rates that match your CRM exactly, type each person's appointments and sold for the week; that's a couple of minutes. Import daily if you want the shop TV current every morning, or weekly if that's enough. Direct CRM connections are on the way.
What happens on a job with no cell signal?
Before heading into a basement or a dead zone, techs tap "Save for offline" on the checklists, specs and manuals they'll need, and those open on the phone with no signal. Courses, quizzes and anything that saves progress need a connection and pick up where they left off when they're back in range.
Our techs aren't big on technology. Will they actually use it?
It goes on their home screen like any app, no app store needed. It opens on their day: the next course to finish, anything due, policies to sign. On a job, one tap on the job type brings up everything for it. New training sends a notification, and the weekly refresher is a few questions that take five minutes. If someone falls behind, you see it in the Monday summary.
What do we need for setup, and how long does it take?
Send whatever you have: PDFs, Word and PowerPoint files, spreadsheets, videos or YouTube links, photos, even rough notes. With our setup help we build your first courses, quizzes, checklists and onboarding plans, usually within about two weeks. Prefer to do it yourself? Every company starts with a few templates and a getting-started checklist.
Is there a contract?
Pay month to month and cancel anytime, or pay yearly and get two months free.
See it with your own process in mind.
A short call or an in-person visit. We'll show you the app on a phone, the dashboard on a TV, and what getting started would look like for your team.
Rather email? jake@upswingpro.com