Who this is for: Managers and Field Workers | Feature: Digital Business Card
๐ฑ In Your Day
Real-world moments where PriceRight Pro does the work for you. This is a scenario walkthrough โ not a setup guide. For setup, see Set Up and Share Your Digital Business Card โ
The moment #
You’re at a first meeting with a prospective client โ a homeowner, a property manager, a business owner. You’ve introduced yourself, you’ve seen the job, and now it’s time to leave them something to remember you by. You reach for a paper business card. It’s bent. You don’t have one. Or you hand them one and immediately wonder if they’ll actually use it.
With your Digital Business Card set up in PriceRight Pro, that moment is different.
What happens #
You open PriceRight Pro and tap your Digital Business Card from the home screen. Your card appears with your name, title, phone, email, and your company branding โ exactly how you set it up. Your QR code is live.
You hold up your phone. The client scans the QR code with their own camera and your contact information goes straight to their phone. No spelling your email. No watching them enter a number wrong. No paper.
If they have an iPhone nearby and NFC is enabled, you can tap phones instead โ same result in one tap. If you want to text them the link, tap the Text button and their number is already pre-filled. If you’re sharing with the room, the AirDrop button sends your card to anyone nearby on Apple devices.
While you’re there โ scan theirs #
If they hand you a paper card, don’t pocket it and forget it. Open the Business Card Scanner and scan it on the spot. The app reads their name, company, phone, and email โ you review it, save it to your CRM, and optionally add them to your prospect pipeline as a new lead before you leave the property.
By the time you’re back in your truck, their information is in your system, you’re in their phone, and you have a prospect card ready for follow-up.
What this replaces #
- Handing out paper cards that get lost or thrown away
- Spelling your email address out loud while someone types it wrong
- Collecting paper cards that sit in your center console for three weeks
- Forgetting to add the contact to your system at all
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