Knocking a Door, Start to Finish

A knock is four taps: start it, say what happened, say what’s next, complete it. The screen you’re in for those four taps has no tabs, no menu and nothing to wander off into — one decision per screen, and the button you need is always at the bottom in the same place.

Here’s the whole thing once, slowly. After that it’s muscle memory.

Starting a visit

Four ways in, and they all land in the same place:

• Today → Start visit on the next-stop card. This is the usual one.
• Route → Start on the highlighted stop.
• A lead’s page → Start visit.
• Swipe right on any lead in your Leads list.

The clock starts the moment you tap. It’s shown on screen, and it’s there to keep a visit from quietly turning into a ten-minute conversation — reps are measured on doors per hour.

1. What happened?

Eight big tiles, and the one you’ll use two-thirds of the time is first and largest: No Answer.

1. Nobody home? Tap No Answer

   That’s it — you skip straight to the last screen. Complete visit, and you’re back on the sidewalk. Two taps. The visit is recorded, the door is counted, the lead’s history has a line in it.

2. Somebody answered? Tap what happened

   Interested, Follow Up, Appointment, Quote, Not Interested, Sold, or Do Not Contact. Each one moves the lead to the right stage by itself — you never set a stage by hand. Recording What Happened goes through all eight and what each one does.

2. Details — a note and a photo

Only for a real conversation. Two things on this screen, both optional, both quick.

A note. Built to keep you off the keyboard:

1. Templates — one tap for the notes reps actually write: Needs spouse present, Come back this evening, Already has contractor, Asked for pricing info, and so on.
2. Tags — Homeowner, Renter, Spouse needed, Callback, Gate code, Dog, Storm damage, Competitor. Tags are what the next rep sees at a glance, so Dog and Gate code are worth the tap every time.
3. Dictation — the microphone button, if you’d rather say it.
4. Typing — last resort. A sentence on a porch is twenty seconds you don’t have.

A photo. Tap the camera, shoot, then pick what it is — Property, Roof, Damage, Interior, Document, Before or After. Shoot first, categorise after.

Tap Continue.

3. What’s next here?

Four choices: Nothing, Follow up, Appointment, Send quote.

If you picked Interested, Follow Up, Appointment or Quote a moment ago, this is already filled in with a sensible default — two days from now at 5pm — so you can finish in one tap and only change it if it’s wrong.

If you do want a time, four quick ones cover most of it: This evening, Tomorrow AM, In 3 days, Next week. Or pick an exact date and time underneath.

Whatever you set becomes a line in Follow-ups on your Today screen on the day it’s due.

4. Complete visit

Tap it. You land on a green screen: Visit recorded, the address, the outcome, how long it took, how many photos, and when the follow-up is.

Under that, one pill tells you the truth about where the record is:

All three mean your work is safe. None of them is a reason to record the visit again.

Then the big button: Next: 42 Cedar Lane — straight into the next door on your route. Or back to Today if the route’s done.

Leaving a visit half-way

The ✕ at the top:

• If you’d already tapped an outcome, the visit is kept as a completed visit with that outcome. Real work isn’t thrown away because you backed out.
• If you hadn’t got that far, it’s discarded and nothing is recorded.

And if the app closes on you mid-visit — a call comes in, the phone dies — nothing is lost. Every step is saved to the phone as you take it, and the visit is there to pick up when you come back.