A door-to-door day, start to finish

The individual features make more sense strung together. This is how a canvassing operation actually runs in Flyra, in order.

1. Draw territories before anyone knocks

Give each rep a boundary. Two people working the same street is the fastest way to annoy a neighbourhood and lose a rep's trust in the system.

Use Calculate estimated homes so territories are comparable in size rather than just comparable on a screen.

2. Check where you already work

Show Customers before choosing a street. Knocking either side of an existing customer is the easiest conversation your rep will have all day, because your van is already a familiar sight there.

3. Agree the outcomes first

Go through Settings > Map with the team and agree what each pin type means. Specifically: what counts as Revisit versus Not Interested.

If one rep marks "she seemed busy" as Revisit and another marks it Not Interested, your report is fiction. Ten minutes of agreement here is worth more than any dashboard.

4. Knock and pin every door

Long press, pick the outcome, move on. Every door, including the misses. A map with only the wins on it tells you nothing about where to go tomorrow.

Photos on Quote and Revisit pins. Notes on anything with a detail worth remembering.

5. Work the Revisit list the same week

Filter the map to Revisit and you have your route. This is the step almost everyone skips, and it's where the money is: someone who said "not today" three days ago is a much warmer conversation than a cold door.

6. Convert the wins

A Sale pin becomes a customer and a booked job. A Quote pin becomes an estimate. Send Quick Estimate is right there on the pin so a rep can price on the doorstep.

7. Read the report on Friday

Reports > Map, filtered by rep and by week.

Three questions worth asking every week: Is Not Home shrinking as we change our hours? Is anyone's Not Interested rate an outlier? How big is the unworked Revisit pile?

Tips and gotchas

• Pin every door, not just the good ones. Partial data is worse than none because it looks trustworthy.
• The Revisit list is the whole game. Everything else is prospecting for it.
• Agree vocabulary before you agree targets. Otherwise you're comparing different things.
• Territories along roads. Ambiguous edges cause double-knocks.

Next up: Jobs and scheduling