Introducing Field Sales: Upsell opportunities on every order

Introducing Field Sales: Upsell opportunities on every order

Vidya, Addison

Great news: Every technician on the HelloTech platform can now sell products, services, and memberships on every order!

Thanks to excellent techs like yourself, customers already trust us to provide the best service for their home technology needs. However, the most successful techs are those who go above and beyond to understand a customer’s whole home vision and match them with the right products and support to achieve their goals. With these new features, you can now provide a full consultative experience for your customers and earn commission while you’re at it - specifically, 7.5% on every product you sell and $50 for every customer you upgrade into a membership!

How it works

In your tech app, you now have the ability to schedule future service appointments and sell products and bundles while on an active eligible job.

If your customer isn’t already taking advantage of the HelloTech Home membership, this is a perfect opportunity to provide customers a steep discount on their current and future orders as well as year-round technical support, product discounts, malware protection, and password management. Memberships can be purchased monthly for $14.99 or annually for $149.00, and you earn $50 in commission!

While you’re in the home, you can also take stock of the customer’s current technology ecosystem to assess which upgrades and additions might benefit their household. You can build a customized cart based on their feedback and share it via email, SMS, or QR code, giving them time to review as well as you an opportunity for additional business. Don’t forget to check out HelloTech’s current bundles, which provide customers a significant discount when they purchase a combination of the Nest Hello Video Doorbell, an installation, and an annual membership.

Lastly, if as you’re finishing up your customer is interested in booking you for a future service request, you can now answer the relevant service questions on your client’s behalf and simply share the cart for them to enter their payment details. Since you’re in the home, you can also advise them on the best appointment times to book you, as you get priority assignment for any job you originate.

Check out this video for a step-by-step tutorial on this new feature in the tech app.

If you have any questions or comments, don’t hesitate to share them with your Community Team at