For outside sales reps
Talk into your phone for two minutes after a visit. Get a CRM note, one next action and a follow-up email — written, cleaned up, ready to paste. $19 a month for the first 25.
14 days free. No card, no password, nothing to install.
01:47
Recording — tap to stop
- Met with Dana in purchasing at Ridgeline Manufacturing. - Drum usage ran ahead of forecast this quarter…
Send Dana a quote for drum resupply
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.
- Met with Dana in purchasing at Ridgeline Manufacturing. - Dana took over the account last month and is still ramping up. - Drum usage ran ahead of forecast this quarter; they are short. - Current supplier has missed two deliveries; Dana raised it 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 — Sep 30
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.
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, and a follow-up email. Plus the questions you should have asked.
Every card has a copy button. Salesforce, HubSpot, a spreadsheet — it does not care.
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.
Windshield is not a platform and it does not want to be your system of record. It does one job on the worst part of the week.
Travis — founder, and the first user
You copy, you paste. That is the whole integration. Nothing to connect, nothing to break.
It does not connect to your CRM or any company system, so there is nothing to install, connect or maintain.
You dictate after the visit, alone in the truck. There is no feature for recording a conversation, because that is not what it is for.
No signal at the account? It holds the recording and uploads when you hit the highway.
Monthly — founding rate
$19/mo$29
Unlimited write-ups. Cancel any time, in the app.
17 of 25 founding seats left. Yours stays $19 for as long as you keep it.
Yearly
$290/yr
Two months free. Same everything.
Fourteen days free first, no card. If it does not survive a real week of visits, do nothing and it stops.
It is not built to. You dictate to your own phone after the visit is over, by yourself. Windshield does not join calls or meetings and has no feature for capturing a conversation between two people. You are responsible for having any consent the law where you are requires for whatever you record.
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 never stored in our database, and nothing you record is used to train any model.
Tell it what you sell once, in Settings, and it stops guessing. You can also teach it the brand names and jargon it keeps mishearing.
$29 a month, or $290 a year. Fourteen days free with no card. Cancel inside the app. Early accounts get a founding rate of $19 a month and keep it for as long as they stay subscribed.
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.