Drag the box to move it. Drag a corner to resize. Then assign it.
Draw Territory
Tap one corner, then tap the opposite corner to create the assignment box.
Territory
Waiting for GPS location...
Pan the map so the center target sits on a parcel.
My Lead Updates
Status updates from your closer show here so setters stay synced in real time.
Saved drafts
Leads saved without an appointment stay here until the rep is ready to book or generate.
Field Performance
Goals
Know if you are on pace, why, and what to fix next.
Goal Insights
Performance against plan, conversion rhythm, and daily momentum in one place.
Projection
If your current pace holds, this is what week, month, and year look like.
Weekly
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Monthly
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Yearly
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Today
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Route Ops
Tracker Route Memory
Keep the rep's real field sessions, knocked homes, route lines, and outcomes separate from Targets so the original work history stays obvious.
Live Route Map
Current session, today, or week.
Tracker Outcome History
Open saved route history by day and time so managers can review what actually happened in the field.
Hot zones
The best nearby stretches based on leads and appointments captured so far.
Target Planner
Targets
Manage uploaded homeowner lists, Lucent Beta inventory, and active territory batches without mixing them into route memory.
Homeowner Lists
Upload a CSV or paste a Google Sheet. LucentOS will cluster the homes, rank the best neighborhood first, and turn it into a live route.
No homeowner lists loaded yet.
Batch Queue
Keep active homeowner batches clear, assigned, and ready to work one cluster at a time.
Active Batch
Work one cluster at a time, log outcomes fast, and keep the next best stop obvious without leaving Targets.
Archived Lists
Hold out premium lists, recycle untouched homes later, and keep managers in control of distribution.
New Appointment
Capture the homeowner fast, qualify what matters, and keep enough detail to open the proposal cleanly later.
Proposal Language
Proposal Type
Closer Assignment
Assign this appointment to the closer who should run it.
Appointment Day
30-Minute Slot
Water Concern
Buys Bottled Water?
Cases Per Week
Credit Qualifying
Moved In
Lucent OS
Saving appointment...
Locking the appointment and route details now.
Please stay on this screen
Come Back Later
Pick when to return and when LucentOS should remind you.
Return Time
Quick Reason
Callback Reason
Tap one or more quick reasons. Notes stay editable.
Return Window
Choose the day first, then choose the one-hour start time.
Reminder
One reminder is saved for now. LucentOS picks smart options from the return time.
Confirm Appointment
Choose how to contact this homeowner right now.
No homeowner selected.
Text Option
Personal History Gate
Lucent only builds an annual plan after your own Field Mode history is strong enough.
1,000 lifetime doors
10 lifetime appointments
3 sales from your own history
Goal Setup
Adjust targets, reverse engineer the year goal, and manage your field preferences here.
Your manager set these targets. Manager goals replace your own for the locked fields.
Daily Goals
Pick your numbers for today.
Daily Doors
Doors today
Daily Conversations
Talks today
Daily Appointments
Appointments today
Weekly Sales
Sales this week
Big Goal
Set your year goal. Lucent uses your own history when it is ready.
Sales Goal (Year)
How many sales this year?
Annual auto-plan unlocks after 1,000 doors, 10 appointments, and 3 sales.
Manual goals work now. Annual auto-plan waits for your personal history.
Week From Plan
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Based on the daily numbers above.
Month From Plan
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Auto-projected from your current plan.
Year From Plan
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Useful for seeing if your daily plan matches the year target.
Deletes all your sessions, doors, leads, and appointments. Cannot be undone.
Appointment Text Message Reminders
Choose how many text message reminders LucentOS sends and how far before each appointment they should go out.
Choose one, two, or three reminders, then set how far before the appointment each one should send.
Current text reminders: 30 min before.
Build Homeowner Route
Upload a CSV or paste rows from Google Sheets. LucentOS will clean the list, map the addresses, and build the smartest first route.
List Lane
Keep rep-upload lists free. Mark Lucent-provided public-data tests as beta inventory so we can measure premium usage cleanly.
Source
Pilot Market
Load a Lucent Beta public-record list without uploading your own CSV. Houston / Harris County is the first live pilot.
HCAD public data will load here once you request the pilot list.
Upload a CSV export from your homeowners list.
Paste the header row plus the homeowner rows copied from Google Sheets.
Upload one or more photos of a homeowner roster. A list spanning several photos lands in one roster.
Choose a clear screenshot to extract editable rows.
Manual entry
No photo? Type a name and address to add a roster entry directly.
Assign premium list
Choose who will work this list.
Hard Suppress Home
Only use hard suppress when the home already has a softener or the address/homeowner from the list is wrong. Everything else should stay as No Answer or Revisit.
Hard suppress reason
Saved House Detail
Tap any saved house dot to review the outcome and next action.
Territories
Review active territories or assign a new one.
Door Analytics
Your live pace, your funnel, and what your own history says is coming next.
Today
Assign Territory
Review the selected boundary, choose a setter, and assign the territory.
No territory boundary drawn yet. Use Assign Territory on the tracker map.
No setter selected yet.
Territories are visible on the mini map and only assigned setters can see their own mapped area.