Four taps is a knock. This guide walks you through everything before those four taps — getting in, setting up, and getting to a door — and then the four themselves. Give it ten minutes on your first morning and you won’t need to read anything else for a week.

Getting in

There are two ways in, and which one you have depends on how your office set you up.

If you got an invite email
Open the link in it on your phone. It asks you to choose a password, and that’s the whole of it — nobody types a password for you, and nobody at the office ever sees the one you pick.
The link works once, and it expires. If it’s already been used or it’s gone stale, ask your admin to send another; it takes them about five seconds.
If you downloaded the app first
Tap New here? Create an account on the sign-in screen. Your manager will give you an eight-character company code — type it in with the email address and password you want to use.
They may send you a link instead, which has the code already in it. Either works.

Setting yourself up

Five screens, once. The app won’t let you past some of them, and it’s worth knowing which and why.

Your profile
Tap the circle to add a photo of yourself.
This is the one people skip and then get stuck on: your badge won’t work without a photo, because a badge with no face on it isn’t proof of anything to a homeowner. Your first and last name are needed too — they’re what gets printed on the badge. Your phone number and job title are optional.
Your email address, your role and your team are set by your admin and shown locked. If one of them is wrong, ask them.
App setup
Three things, and none of them stop you continuing.
Location lets the app find the nearest door for you and record where you were standing when you knocked. Without it you can still work, but the map can’t sort by distance.
Notifications are for follow-up reminders and appointment alerts. Nothing is sent yet — you’re answering the question now so the app doesn’t have to ask later.
Add to Home Screen is what “download the app” means here. There’s no app store listing. On an iPhone: tap the Share button at the bottom of Safari, scroll down, tap Add to Home Screen, then Add. This is worth doing properly — it’s what makes the app open full-screen and keep working with no signal.
The camera isn’t asked for here. Your phone asks the first time you take a photo of a house, and remembers.
Learn the basics
Five cards, about a minute. Swipe through them.
Your badge
This is what a homeowner sees when you introduce yourself. Read every line — your name, your title, your company — and tap Confirm badge information.
Confirming records that you checked it, with the time. Your badge number is yours for as long as you’re on the team.
Ready to sell
A checklist of what’s done and what isn’t. Anything marked Recommended won’t block you; the rest has to be finished. Tap Complete setup, then Start knocking.

Your day

The Today screen is where you start every morning. Three things on it matter before anything else:

Route progress — doors knocked out of doors planned.
Next stop — the closest door you haven’t knocked, with how far it is.
The sync chip, top right. This is the one that tells you whether your work has reached the office.

If nobody has planned your day, you’ll see a card offering to do it. Tap Plan doors and the app puts the closest ones in walking order from where you’re standing right now.

Getting to the door

Tap Navigate on the next stop. You’ll get a line along the actual roads with a real walking time — not a straight line between two dots, which is useless anywhere there’s a fence or a creek in the way.

There’s an Open in Google Maps button too, for when you’re driving between neighbourhoods. Either way, come back to the app and your door is still waiting where you left it.

The knock — the four taps

Tap Start visit on the doorstep. A timer runs, and the screen has no way to wander off until you’re finished.

What happened
Eight buttons. No Answer is the big one at the top because it’s roughly two out of three knocks — tap it and you’re finished in two taps, back on the sidewalk.
Anything else takes you to the next screen.
The details
Tap a quick note chip rather than typing — they cover most of what gets written at a door. Add a tag if it applies: Dog, Gate code, Spouse needed. The next person at this house will thank you for the dog one.
Take a photo if there’s something to show. Shoot first, pick the category afterwards — you shouldn’t be answering a form question with a ladder in one hand.
What's next here
Follow up, Appointment, Send quote, or Nothing. Pick a time from the four quick options — This evening, Tomorrow AM, In 3 days, Next week — or set one exactly.
Whatever you choose lands back on your Today screen on the right day.
Complete visit
Done. The green screen tells you what was recorded and whether it’s uploaded yet, and offers you the next door.

No signal is not a problem

This is the part worth trusting, because it changes how you work.

Everything you record is saved on your phone first, before it goes anywhere. In a dead zone — a basement, a rural road, a bad patch of town — you keep knocking exactly the same way. Nothing spins, nothing fails, nothing is lost. When you get bars back it uploads itself.

You never need to write anything down twice, and you never need to remember to sync.

The sync chip tells you where things stand, and More → Upload queue shows you exactly what’s still waiting if you ever want to check.

That’s the job

Today tells you where to go. Four taps records what happened. The board tells you where you stand.

Everything else in this Help Center is detail on top of that.

Rep Quick Start Guide

The short version