Near me now
A door fell through? Near me now lists the nearest open leads and quiet accounts from positions LASSO already has, 12 by default, with Add stop and Open on each.
Field app
Your rep's whole day, on the phone in their pocket.
Today says what to do next. The stop list keeps business hours. One tap logs the door, and a voice note in the truck does the paperwork.
Sample screen. Names and numbers are made up.
- From $89 a month per selling repOne non-selling manager free per five reps
- Any phone or computerRuns in the browser, installs to the home screen
- Your own LASSO addressYour brand, your words, your dropdowns
- Set up by our teamUsers, roles and your company setup
Today, and the one thing to do next.
The app opens on Today. At the top is a next best action with the reason in one sentence. Under it: a "This week" strip of calls, emails and stops, buttons for the call list, the stop list and Near me now, and tiles for open pipeline, won this year, quiet top customers and new leads.
Then the lists that slip: follow-ups due, meetings in the next two days, deals with no update in 21 days, and found or QR leads going stale after 14 days.
Anyone the rep already called, visited or met today is skipped. "Something else" sets the suggestion aside for the day. With the rep's position, closer things rank a little higher.
| # | Next best action picks, in this order |
|---|---|
| 1 | An overdue follow-up (the later it is, the higher it ranks) |
| 2 | A come-back pin due within the hour, nearby |
| 3 | A meeting today |
| 4 | A follow-up due today |
| 5 | A starred top customer gone quiet |
| 6 | A found lead scored 60 or more that nobody has called, visited or met |
A stop list that knows when the door is open.
One stop list per day. Add stops from suggestions (meetings today, follow-ups within two days, quiet top customers, open leads), filter by building type, reorder by hand, print it.
Stops that came from a Google listing carry their hours: "Open until 5 PM", "Opens at 9 AM", "Closed today". Each stop gets an estimated time, planning 20 minutes a visit plus the drive.
Optimize orders the day from where the rep is standing. It keeps stops inside their hours, puts the stop closing within two hours first, and names any stop that would be closed when you get there. Start route hands the drive to Google Maps (up to 9 stops in between, longer days split into legs), or to Apple Maps or Waze one stop at a time.
- Straight-line ordering that respects business hours
- Turn-by-turn and traffic come from the map app you hand off to
- Each row has its own Go button and a mic for a voice note
- 1Maple Grove Senior LivingOpens at 8Talked
- 2Crestline Property ManagementOpen until 6Left card
- 3Riverside CommonsOffice closes at 4, goes before 3Next, 0.8 mi
Call list
Built fresh each time: follow-ups due, tomorrow's meetings to confirm, new leads with a phone nobody has called, top customers gone quiet, then deals with no update in three weeks. Anyone reached today drops to the bottom as done.
Plan my week
Spread your accounts over the days you pick, 15 stops a day by default, each day in one part of the territory in driving order. Booked meetings stay on their day. Printable.
At the door: one tap, then the next door.
On the stop list, four outcomes are one tap each: Talked, Not in, Left card, Not interested. The tap records the visit, marks the stop done and shows on the row. Undo is right there if a thumb slipped.
Working a street or a business park? Drop a canvassing pin on any door. LASSO fills in the street address when it can. Pick one of 8 outcomes, add a note or a photo, make it a lead, or add it to your stops.
- 8 pin outcomes: Talked, Not in, Left card, Not interested, Come back, No soliciting, Already a customer, Other
- A come-back time makes a follow-up, lands on the call list and the morning brief, and sends a push before it is due
- Knock this street opens the map at street level with the pin tool ready
- Pins and leads inside a teammate's territory say whose it is
Pins on this block Today, mine
1
Stonegate Business Park, Suite 200Talked. Wants a quote on the rooftop units.
Talked2
Stonegate Business Park, Suite 210Office manager out until Thursday
Come back3
Stonegate Business Park, Suite 240Card left with the front desk
Left card4
Stonegate Business Park, Suite 300Sign on the door
No solicitingSample data
Talk in the truck. LASSO drafts the paperwork.
Tap the mic on Today, an account, a lead, a found business or any stop, and say what happened in plain words, up to about ten minutes. LASSO turns it into a note and proposes the actions it heard.
Every action is a checked row the rep can untick or edit. Nothing changes in the records until the rep confirms.
- A deal, with the amount only if you said one
- A meeting, only when you said a day and a time
- A follow-up, a stop on a given day, new contacts, a starred top customer
- Updates to the phone, website, address or building type
Recap my day takes one recording about the whole day and splits it into up to 12 companies. Each is matched to an account or open lead, with its own note, follow-up and actions to check.
Voice note, 0:14 Check what to save
1
NoteOakmont Suites: met Dana, the chief engineer. Wants a quote on the rooftop unit.
Save2
DealRooftop unit replacement, Project, $40,000
Save3
Follow-upThursday: send the quote
Save4
StopNorthgate Medical Plaza, tomorrow
UntickedSample data
Leave something behind
Cards in, QR codes out, email from a template.
The small jobs that eat a rep's evening, done on the spot.
Business card scan and card stack
Take a photo and LASSO reads the name, title, company, email, phones, website and address, and suggests an account you already have. Back from a trade show? Lay out several cards in one photo, shoot a stack, and each card gets its own row to check and save at once.
QR leave-behinds with booking
Print a QR code for one account, or a general one to hand out anywhere. The page it opens carries your brand, asks what they need (a project, ongoing maintenance, or not sure, in your words), then lets them pick a time from the rep's open slots. The rep gets a push, and LASSO makes a lead or adds it to the account.
Email templates
Saved templates with fill-in fields like first name, company, building type and last visit. Open them in the rep's own email app, or send from LASSO once Outlook or Gmail is connected (Rolling out). AI can draft a template from one line and tailor one email to the account.
Meeting prep
Before a visit, LASSO writes a short brief from the account's own history: what happened since last time, open items, talking points, watch-outs and questions to ask.
Bring your spreadsheet. Use any phone.
Import from Excel or CSV, several tabs at once, up to 3,000 rows. Map the columns, and rows for one company become one account with several contacts. LASSO only fills blanks, never overwrites, translates your sheet's wording onto your dropdowns, and keeps the original in the notes. Last-contact dates and next follow-up dates come across. Undo removes what the import added, unless it has been used since.
LASSO runs in the browser on any phone or computer and installs to the home screen like an app. Android and iPhone apps are In testing and not in the app stores yet.
On a weak signal What still works
1
Screens you already openedStay readable, marked with the time they were saved
Works2
Changes you makeWait on the phone and save in order when the signal returns
Works3
Photos and voice notesNeed a connection
Wait4
Lead search, maps and AINeed a connection
WaitHow the app behaves
Why teams pick LASSO
Most field sales apps hand your rep a map. LASSO hands them a reason to stop.
Pins and routes are the easy part. The work is knowing which buildings to visit, what to say there, and what happens after the door.
The usual wayWith LASSO
Where leads come from
You import a list or drop pins by hand.
LASSO finds the buildings near your reps and scores every one, with the reasons.
Why this building
An address and a pin color.
Review complaints quoted with the date, plus size, operator and job postings, each marked measured or a sign.
At the door
Notes typed later, if anyone remembers.
One tap for the outcome. One voice note drafts the note, the deal, the follow-up and the next stop.
The route
Stops in the order someone added them.
Ordered by distance from the rep, kept inside business hours, closing-soon stops first.
For the manager
Calls around to find out who went where.
Team Live and day trails for reps who share, plus a weekly scoreboard.
Built for
Every industry at once.
Commercial trades that sell to buildings, built alongside a mechanical, electrical and plumbing contractor.
Questions
About the field app.
Does LASSO give turn-by-turn directions?
No. LASSO orders the stops by distance and business hours, then hands the drive to Google Maps, Apple Maps or Waze, which handle the turns and the traffic.
Does it work offline?
Partly. Screens a rep already opened stay readable, and changes save when the signal returns. Photos, voice notes, lead search, maps and AI need a connection.
Will voice notes change records without the rep knowing?
No. Every action from a voice note is a checked row the rep can untick or edit, and nothing changes in the records until they confirm.
Do follow-ups go on my Outlook or Google calendar?
No, follow-ups stay in LASSO and show on Today, the call list and the morning brief. Meetings (from a QR booking or a voice note) go on the calendar once your Outlook or Google connection is live; that connection is rolling out.
Does the person who books from a QR code get a confirmation?
Not by email from LASSO today. The meeting lands in LASSO, the rep gets a push, and the call list includes tomorrow's meetings to confirm.
Do push alerts work on iPhone?
Yes, once LASSO is added to the home screen (iOS 16.4 or later). Each rep picks which alerts they want: new leads, bookings, the morning brief and follow-ups.
Keep going
Where the leads come from, and who watches the week.
Request a demo
See it with your area and your buildings.
Tell us where you sell and what you sell, and the walk-through uses buildings near you instead of a canned list. A person replies. No card, no contract to see it.
Rather talk? Call (800) 360-9882Already a customer? Sign in
- Buildings near you, scoredWith the reasons, measured or a sign
- A day on the stop listBusiness hours, door outcomes, voice notes
- What your managers seeTeam Live, day trails, the weekly scoreboard
- Pricing for your teamPer selling rep, from $89 a month