Montana Fresh Panes

FIELD APP

montanafreshpanes.com
DISC
⚙️
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Quick Setup

Scan the setup QR from your admin to auto-fill all settings below.

GoHighLevel
No API key saved
Voice Dictation

Uses the same Whisper proxy as the estimator app. Paste the proxy URL and shared secret from your estimator setup.

Not configured

DISC Cheatsheet
Step 1 — Spot the Quadrant
Ask yourself two questions: Are they outgoing or reserved? Are they people-focused or task-focused?
I
Influence
Outgoing · People-focused
↑ outgoing · ← people
D
Dominance
Outgoing · Task-focused
↑ outgoing · task →
S
Steadiness
Reserved · People-focused
↓ reserved · ← people
C
Conscientiousness
Reserved · Task-focused
↓ reserved · task →
The answers put you in a quadrant instantly — then scroll down for how to talk to them.
D
Dominance
Fast · Direct · Results-Driven
Quick Clues
Speaks quickly
Gets to the point
Confident & decisive
May interrupt
Wants efficiency
Wants ✓ / Frustrates ✗
Bottom line
Quick options
Competence
Too much detail
Wasting time
Indecision
Best Approach

Be concise and confident. Lead with results and price options. Don't over-explain. Let them decide fast.

I
Influence
Friendly · Expressive · Enthusiastic
Quick Clues
Very talkative
Animated expressions
Tells stories
Jumps topics
High energy
Wants ✓ / Frustrates ✗
Connection
Enthusiasm
Positive interaction
Cold or blunt tone
Too many details
Feeling ignored
Best Approach

Be warm and enthusiastic. Match their energy. Let them talk. Make it feel like a conversation, not a transaction.

S
Steadiness
Calm · Loyal · Supportive
Quick Clues
Calm demeanor
Friendly but quiet
Patient listener
Avoids conflict
Slow to decide
Wants ✓ / Frustrates ✗
Reassurance
Stability
Trust
Patience
Pressure
Abrupt changes
Best Approach

Slow down, be reassuring. Don't rush them. Build trust first. Explain what to expect step by step.

C
Conscientiousness
Analytical · Detailed · Precise
Quick Clues
Detail-oriented questions
Logical communicator
Organized
Wants specifics
Reserved emotionally
Wants ✓ / Frustrates ✗
Accuracy
Data & specifics
Logic
Preparation
Vague answers
Pushy behavior
Best Approach

Be prepared with facts. Answer questions thoroughly. Don't push for a fast decision — give them time to process.

📷 Scan Setup QR

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