Field Sales Command Center
Run your entire field sales operation from one place.
Alvera gives territory-driven teams one connected system for maps, properties, appointments, follow-up, performance, operations, and practical AI assistance.
Field operations
Live overview of your territory and team.
Team activity
View allJordan Miles
12 min ago
On site
Taylor Reed
28 min ago
Follow-up
Chris Bennett
41 min ago
Appointment
Morgan Lee
1 hr ago
Travel
What moved today
Reps active
8 / 12
Appointments
24
Visits
16
Follow-ups
37
Appointments
View all10:00 AM
ScheduledJason Harper
123 Maple St
1:00 PM
ConfirmedSarah Mitchell
456 Oak Dr
3:30 PM
On siteDavid Thompson
789 Pine Ave
Follow-up queue
This weekDue today
18
Due this week
36
Completed
64
Top reps
This month1
Jordan Miles
$128K
+18%
2
Taylor Reed
$97K
+12%
3
Chris Bennett
$88K
+9%
4
Morgan Lee
$72K
+6%
Product proof
The whole operation, finally connected.
Reps, managers, setters, ops, and owners work from the same property-centered CRM instead of stitching together spreadsheets, calendars, CRMs, and screenshots.
Property CRM
Every address keeps its history.
1234 Oakridge Dr
Sunnyvale, CA 94087
- Homeowner
- Jane Smith
- Phone
- (408) 555-0198
- jane.smith@email.com
- Property type
- Single family
Timeline
May 20
Proposal reviewed with homeowner
1:30 PM
May 15
Follow-up call completed
10:00 AM
May 14
Roofing proposal sent
11:30 AM
May 13
On-site appointment completed
10:00 AM
Appointments
View allMay 20
Jason Harper
Scheduled
May 22
Sarah Mitchell
Confirmed
May 24
David Thompson
On site
Follow-ups
View allInitial contact
Completed
May 12
Contract review
Due today
May 20
Installation follow-up
Open
May 27
Next step
AI property brief
Roof replacement interest noted. Call to answer financing questions and schedule onsite visit.
Relationship intelligence
Contacts and co-contacts
Keep every homeowner relationship tied to the property.
Notes and files
Store notes, documents, and activity without losing context.
Appointments
See every scheduled visit and follow-up around the address.
History
Understand what happened before the next rep arrives.
Before and after
From scattered tools to one connected system.
Alvera is built for teams that have already outgrown the handoff gap between the field and the office.
Before Alvera
Before Alvera
The field runs on memory, the office runs on cleanup, and everyone is reconstructing what happened after the fact.
- Notes trapped in texts, screenshots, and memory
- Appointments slipping between the office and the field
- Managers coaching from stale data
- No single view of territory progress
With Alvera
With Alvera
Every property keeps its story, every appointment stays connected, and the team works from the same truth.
- Every property keeps its history and next step
- Scheduling stays tied to the field workflow
- Manager visibility updates while the day is still live
- Owners run the field and office from the same truth
Territory intelligence
See coverage, status, and nearby opportunities in one view.
Property-centered CRM
Know what happened at the address before the next rep shows up.
Manager visibility
Coach while the day is still live.
Office command
Keep imports, scheduling, and follow-up under control.
A day in Alvera
From first knock to booked appointment.
Alvera gives each part of the day a clear operating layer so reps move faster and the office does not lose the thread.
8:30 AM
Morning huddle
Managers open the command center, check territory intelligence, and route the team's first priorities.
10:00 AM
Doors, follow-up, and quick capture
Reps work the map, log outcomes fast, and keep every conversation attached to the property record.
1:00 PM
Booking without chaos
Setters see availability, confirm the right slot, and hand appointments back into the same system.
4:30 PM
Coaching and cleanup
Managers spot risk, operators review activity, and owners get a clean read on the day without rebuilding reports.
Scheduling
Keep booking connected to the field.
Booking requests
Johnson Home
Requested May 20
Proposed Wed 1:00 PM
Williams Home
Requested May 20
Proposed Thu 3:00 PM
Thomas Residence
Requested May 20
Needs manager review
Scheduling controls
Built for every role
Every role gets the view they need.
Owners, managers, ops, setters, and reps should not have to fight the same generic CRM to get their work done.
Field rep
- Today screen
- Map workflow
- Property history
- Quick notes
- QR homeowner card
- AI property brief
Appointment setter
- Follow-up tasks
- Calendar context
- Booking requests
- Availability
- Round robin
- Property handoff
Sales manager
- Live activity
- Goals and KPIs
- Coaching views
- Follow-up visibility
- Team performance
- Territory progress
Operations
- Imports
- Duplicate cleanup
- User roles
- Permissions
- Audit trail
- Data quality
Owner / operator
- Business visibility
- Team performance
- Territory health
- Plan control
- Security oversight
- Growth reporting
Neighborhood intelligence
Know every property. Own every territory.
Turn the map into the center of the field operation with assigned homes, statuses, activity, follow-up needs, appointments, and territory progress in one place.
Territory intelligence
See coverage, nearby opportunities, and property status together.
Property context
Tap from the map into the full property record without losing the thread.
Next best action
Move from visibility to action instead of opening three more tools.
Neighborhood intelligence
See the whole territory in one operating view.
Nearby opportunities
View all1234 Oakridge Dr
New lead
0.2 mi
5678 Pinecrest Ave
Follow-up
0.4 mi
2468 Cedar St
Appointment
0.6 mi
9101 Maple Ln
New lead
0.7 mi
Follow-ups due today
View allSmith Residence
New lead
10:00 AM
Johnson Home
In progress
11:30 AM
Williams Home
Follow-up
1:00 PM
Miller House
Proposal
3:00 PM
Property status
On site
24
Follow-up
18
Appointment
12
New lead
8
Assigned reps
Jordan Miles
32
Taylor Reed
21
Morgan Lee
18
Alex Rivera
15
Property CRM
Property-centered CRM built for the field.
Every property becomes a record, a history, and a next step, not just a pin on a map or a row in a spreadsheet.
Property CRM
Every address keeps its history.
1234 Oakridge Dr
Sunnyvale, CA 94087
- Homeowner
- Jane Smith
- Phone
- (408) 555-0198
- jane.smith@email.com
- Property type
- Single family
Timeline
May 20
Proposal reviewed with homeowner
1:30 PM
May 15
Follow-up call completed
10:00 AM
May 14
Roofing proposal sent
11:30 AM
May 13
On-site appointment completed
10:00 AM
Appointments
View allMay 20
Jason Harper
Scheduled
May 22
Sarah Mitchell
Confirmed
May 24
David Thompson
On site
Follow-ups
View allInitial contact
Completed
May 12
Contract review
Due today
May 20
Installation follow-up
Open
May 27
Next step
AI property brief
Roof replacement interest noted. Call to answer financing questions and schedule onsite visit.
Relationship intelligence
Contacts and co-contacts
Keep every homeowner relationship tied to the property.
Notes and files
Store notes, documents, and activity without losing context.
Appointments
See every scheduled visit and follow-up around the address.
History
Understand what happened before the next rep arrives.
Manager visibility
Coach from live activity, not yesterday's report.
Performance snapshot
Property activity
48
+12%
Show rate
67%
+11%
Close rate
24%
+9%
Follow-up risk
23
At risk
Coaching agenda
Jordan Miles
Review follow-up risk
12 appointments
$48,100
Taylor Reed
Improve proposal speed
9 appointments
$38,400
Morgan Lee
Booking conversion
7 appointments
$27,500
Alex Rivera
Territory coverage
6 appointments
$22,900
Follow-up risk
23
At risk
High risk: 7
Medium risk: 12
Low risk: 4
Office command
Manager visibility without waiting for cleanup.
See what matters while the day is still moving: rep activity, follow-up risk, production, appointment quality, and territory progress.
Rep activity
Know who is moving, who is stalled, and where coaching should land first.
Follow-up risk
Catch aging opportunities before they turn into pipeline fiction.
Operations clarity
Give the office a live command surface instead of a backlog of check-ins.
Practical AI
AI that helps the team move, not AI that becomes the pitch.
Alvera uses practical AI to summarize, suggest, and reduce busywork while keeping the human team in control.
AI property brief
Give the next rep the context that matters before they knock, call, or confirm.
Suggested follow-up
Flag the next best action when a property is heating up or slipping.
Note cleanup
Turn rough field notes into cleaner timelines and less admin at the end of the day.
Practical AI
Use AI where it saves time, not where it replaces judgment.
AI summaries
Surface what changed across your territory before the daily huddle.
Note cleanup
Turn field notes into clean timelines and clearer property memory.
Suggested follow-up
Flag the next best action when a property is heating up or slipping.
Territory health
Performance trends
+18%
vs last month
Top opportunities
$143K
Pipeline value
Suggested next actions
19
Ready right now
Platform pillars
One connected platform for the entire field operation.
Run the field and office from the same truth with territory intelligence, property CRM, scheduling, manager visibility, operations control, and practical AI.
Territory intelligence
Run neighborhood intelligence from the map with assigned homes, territory health, nearby opportunities, and live status.
Property-centered CRM
Every address holds contacts, notes, history, appointments, files, and the next action in one connected system.
Scheduling
Keep availability, round robin, booking requests, and Google Calendar sync inside the workflow.
Manager visibility
Coach from live activity, follow-up risk, rep output, and real territory progress.
Operations control
Manage imports, duplicates, roles, permissions, auditability, and data quality without adding another tool.
Practical AI
Use AI to summarize, suggest, and clean up the busywork while the team stays in control.
Solutions preview
Made for teams that sell in neighborhoods.
Alvera is built for territory-driven home-service organizations that need reps, setters, managers, and owners working from the same operating layer.
HVAC & heat pumps
Track tune-ups, installs, and replacements across every territory.
Solar
Manage leads, site visits, proposals, and installs in one flow.
Roofing
Stay on top of inspections, proposals, installs, and warranties.
Windows & doors
Capture opportunities, schedule measures, and close more replacement jobs.
Insulation & energy services
Run audits, recommendations, and upgrades that improve home performance.
Pest control
Route techs, manage accounts, and keep recurring service on track.
Pricing preview
Start small. Scale when the operation is ready.
Choose the depth that matches your team now, then expand into stronger visibility, automation, and controls as the field operation grows.
Start here
Free
Test the workflow with a small team and one simple motion.
1 user · 250 leads
For active teams
Growth
Bring maps, CRM, scheduling, and territory workflow into one place.
10 users · 10,000 leads
Most complete
Pro
Add manager visibility, auditability, automation, and deeper controls.
50 users · 100,000 leads
Scale up
Enterprise
Support multi-market rollouts, governance, security, and custom limits.
Custom users · custom limits
Founder credibility
Built from real field-sales pain.
Alvera was shaped around the real friction of knocking doors, booking appointments, cleaning up lists, and trying to keep the field and office aligned while the day is still happening.
Field operations
Live overview of your territory and team.
Team activity
View allJordan Miles
12 min ago
On site
Taylor Reed
28 min ago
Follow-up
Chris Bennett
41 min ago
Appointment
Morgan Lee
1 hr ago
Travel
What moved today
Reps active
8 / 12
Appointments
24
Visits
16
Follow-ups
37
Command center
One surface for territory work, follow-up, and performance.
Field-first
Built around how reps and setters actually work during the day.
Manager-visible
Designed so leaders can spot issues before the day ends.
Final call to action
Give your field team one place to work from.
Run the field and office from the same truth with territory intelligence, property-centered CRM, scheduling, manager visibility, and practical AI.
Field map and rep workflow
Assigned properties, next actions, and visit history stay connected.
Connected scheduling
Availability, booking, and homeowner next steps stay inside the same motion.
Manager coaching
Live activity and follow-up risk show up before they become reporting problems.
Owner clarity
Territory progress, performance, and operations finally read like one business.