Recording a Sales Conversation

You can record in-person customer conversations using Zuper Sales Coach during site inspections, sales consultations, and proposal presentations.

Start a recording directly from Sales Coach, a Job, or a Proposal using your phone’s microphone. This helps you stay focused on the customer while capturing important discussions, requirements, and follow-up commitments.

Once saved, your recordings are available in Sales Coach, where you can revisit conversations and review key takeaways to prepare for future interactions.

Things to Know

• Use the Zuper recording feature to record the conversation. Don’t use your device’s built-in recorder or a separate app.
• On iOS, the recording automatically pauses if you take or receive a phone call, and resumes when the call ends.
• On Android, the recording is silenced if you take or receive a call.
• If your device shows a Low Storage warning, free up space before recording. Low storage can interrupt an active recording.
• Some states require you to inform the customer before recording begins. Zuper prompts you to do this before every recording.
• You can record a conversation for up to 3 hours. The conversation must be at least 60 seconds long for the Sales Coach’s AI analysis to run, so shorter recordings are saved but not scored.
• Don’t force-quit the app while a recording is active. If the app closes abnormally mid-recording, the recording can’t be recovered.
• Pausing a recording doesn’t fully protect it. If you pause and leave the app in the background for an extended period, the recording can still be lost.
• Once the app is closed for any reason during an active or paused recording, it can’t be resumed. At best, a properly saved recording uploads as a completed one.
• If your Zuper session expires while a recording is active or pending upload, log back in with the same account. The recording will be saved.
• If you try to log out while a recording is active or paused, you’ll be prompted to either keep recording or save it first.
• If a recording was made entirely offline and you log out before it syncs, the recording won’t be restored when you log back in. Make sure you’re back online and the recording has synced before logging out.
• You’ll get a warning at 10, 5, and 2 minutes before the recording automatically stops at the 3-hour mark. Make sure notifications are turned on for the Zuper Mobile app to receive them.

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Start a recording from Sales Coach

You can start a new recording directly from Sales Coach and optionally associate it with a customer, job, or quote.

1. Navigate to Sales Coach.

2. Tap the + icon to open the New recording screen. The first time you record, Zuper asks permission to access your microphone.
   

   

3. Select the Customer associated with the conversation.

4. If applicable, select the related Job or Quote.

5. Tap Continue to proceed.

   Alternatively, tap Skip for now to start recording without selecting a customer, job, or quote.

6. On the Obtain recording consent screen, inform the customer that the conversation will be recorded.

7. Read the disclosure aloud or tap Play Disclosure to play it for the customer.

8. Once consent is obtained, tap Start Recording.

Note: Select a customer first to enable the associated Job and Quote fields. You can also associate the recording with these records after saving it.

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Start a recording on a job

1. Navigate to the job.

   

2. Tap + New, then select Field Recording.

3. On the Obtain recording consent screen, read the disclosure aloud or tap Play Disclosure.

4. Once consent is obtained, tap Start Recording to begin.
   A recording indicator appears on the screen, allowing you to continue working in Zuper while recording.

   To access the recording afterwards, open the Job’s Overview tab and select Field recordings.

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Recording while presenting a proposal

1. Open the proposal and tap to present it to the customer.
   
   
2. On the Obtain recording consent screen, inform the customer that the conversation will be recorded.
3. Read the disclosure aloud or tap Play Disclosure.
4. Once consent is obtained, tap Start Recording.

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Pause, resume, and save a recording

Once the recording starts, you can manage it using the recording controls.

1. Tap the floating recording indicator to open the recording controls.
2. Tap Pause to temporarily pause the recording.
3. Tap Resume when you’re ready to continue.
4. When the conversation is complete, tap Save Recording.
   
   

The recording is saved and uploaded to Zuper for processing.

If you’re offline, the saved recording will sync once your internet connection is restored.

Note: Avoid leaving recordings paused in the background for extended periods, as they may be lost if the app closes.

Link a saved recording to a customer, job, or quote

If you recorded a conversation without selecting a customer, job, or quote, you can link it to the appropriate records afterward.

1. Open Sales Coach in the Zuper Field Service app.
2. Select the recording you want to link.
3. On the recording details screen, tap Link Customer, Link Job, or Link Quote, as applicable.
   

4. Select the relevant record to complete the association.

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View your recordings

Once saved, your recordings are available in Sales Coach and within the associated Job, Proposal, or Quote.

You can access them in the following ways:

Location	How to access recordings
Sales Coach	Open Sales Coach and select a recording from the list.
Job	Open the Job → Overview → Field recordings.
Proposal	Open the Proposal → Overview → Field recordings.
Quote	Open the Quote → Overview → Field recordings.

After opening a recording, you can play back the conversation and review the available Summary, Coaching, Transcript, and Insights once processing is complete.

Note: A recording appears under a Job, Proposal, or Quote only when it is associated with that record.

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Privacy and consent

Recording a conversation with a homeowner requires their knowledge. Zuper Mobile prompts you to confirm the homeowner has been informed before recording begins.

Some states require the other party’s consent before a conversation can be recorded. If your business operates in one of these states, make sure your team follows the consent requirement every time.

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Frequently asked questions

What happens if I lose connectivity mid-recording?

The recording continues and is stored locally. It syncs automatically once you’re back online.

Can I record for longer than 3 hours?

No. Recording stops automatically at the 3-hour mark.

I paused my recording and left the app for a while. Is it still there when I come back?

It should be, but pausing for an extended period and leaving the app in the background can cause the recording to be lost. It’s safer to save a recording than to leave it paused for a long stretch.

Can I resume a recording after closing the app?

No. Once the app closes during an active or paused recording, you can’t pick it back up.

Where do I review my coaching results after I finish recording?

You’ll receive an email with your score and coaching feedback once the recording is scored. See Your Sales Coach Scorecard Email.