On this page
The short version
- 1The Leads tab lists every house assigned to you, nearest first.
- 2Each row answers four questions — where, who, what happened last, how far — with a colour rail for the stage.
- 3Swipe a row right to start a visit, left to call. Tap it to open the lead.
- 4Search by address or name at the top; sort by Nearest, Best score, Value or Recent; the Filters button narrows by stage and last visit.
The Leads tab is every house that’s yours, in one list. It opens sorted by what’s closest to you right now, because that’s almost always the question you’re asking — not “show me everything”, but “what’s near me”.
Reading a row
Each row is one house, and it answers four things without you opening it:
- Where — the address, and how far away it is.
- Who — the homeowner’s name if there’s one on file, or “No contact on file”. If the job has a value on it, the amount shows beside the name.
- What happened last — a pill with the lead’s stage, a pill with the last outcome (No Answer, Follow Up…), and how long ago that was.
- How good — the bar on the right is the lead score. Fuller is better.
The thin coloured rail down the left edge is the stage, so you can scan a long list by colour: grey for New, orange for Follow-up, teal for Working, purple for Appointment, yellow for Quoted, green for Won, red for Do Not Contact.
The two swipes
Swipe right to start a visit
Straight into the knock — the same screen Start visit opens. For a house you’re standing outside, this is the fastest way in there is.
Swipe left to call
Dials the homeowner’s number. This only appears when there is a number on file — and never for a house marked Do Not Contact, whatever list it’s on.
Tap to open
Everything about the lead — history, notes, photos, the map — is on its own page. Tap anywhere on the row.
Searching
The box at the top takes an address or a name. Start typing and the list narrows as you go — “cedar” finds every house on Cedar Lane and every homeowner called Cedar. Clear it and the full list comes back.
The four sorts
Four chips under the search box. Tap one.
| Sort | Puts first |
|---|---|
| Nearest | The closest door to where you are. This is the default. |
| Best score | The leads the app rates highest. |
| Value | The biggest jobs, by the value on the lead. |
| Recent | The houses you’ve been to most recently. |
Nearest needs your location. If location is off, it falls back to score — turn it on in your phone’s settings if the order looks wrong.
Filters
The Filters button (with a number on it when any are set) opens a sheet with three groups:
- Status — All, or one stage: New, Contacted, Follow-up, Working, Appointment, Quoted, Won.
- Last visit — Any time, Never knocked, Today, Last 7 days, Last 30 days, or Over 30 days ago.
- Whose — only if you’re a manager. All, Unassigned, or one rep. For a rep the list is already only yours, so this group isn’t there.
Reset clears them all. Done closes the sheet.
Two combinations worth knowing
Nearest + Never knocked — the fresh doors closest to you. A good way to fill a gap in the day without planning a new route.
Recent + Follow-up — the houses you’ve been to lately that owe you a return visit. Cross-check it against the Follow-ups list on Today.
Lists
The icon at the top right opens Lists — groups of houses the office (or you) have put together to work as a set. A house on a list is still in your Leads tab; the list is just another way to see it. Lists have their own guide.
If the list is empty
Three possibilities, in order of likelihood: a filter is set (check the button), you’ve genuinely knocked everything, or nobody has assigned you leads yet. The last one is a conversation with your office — Nothing on My Map or Route covers all three.
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Your own admin can reset a password, re-send an invite and assign you leads — that is faster than us for most things.
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