Pin types

Pin types are the outcome buttons your crew sees when they drop a pin. Nine ship by default, and getting this list right matters more than it looks, because it's the vocabulary your whole team uses to describe a doorstep.

They live in Settings > Map.

1. The built-in types

Sale, Not Home, Not Interested, Not Qualified, Do Not Contact, Revisit, Referral, Quote and Yard Sign.

That covers almost every doorstep outcome in home services. Resist the urge to redesign it in week one. Use it for a month, see which buttons nobody presses, then adjust.

2. Reorder them

Each row has a drag to reorder handle. The order here is the order your crew sees in the field, on a phone, often one-handed, sometimes in the rain.

Put your most-used outcomes at the top. For most canvassing teams that's Not Home, Not Interested and Revisit, because those are the majority of doors. Sale is the one you care about most and press the least.

3. Disable a type

Disable hides a type from the field without deleting the pins already recorded with it. The page shows a "Disabled" section with a count of what you've switched off.

This is the right way to retire an outcome. Deleting would take your history with it, and then your old canvassing reports stop adding up.

4. Add a custom pin type

Add custom pin type creates your own. Worth it when your crew keeps recording something the defaults don't cover.

Real examples that earn their place: "Gate locked", "Dog", "Commercial", "Come back after 6".

Tips and gotchas

• Fewer types, better data. Fifteen options means everyone picks something different for the same doorstep.
• Disable, never delete. Deleting breaks your historical reports.
• Order for the phone, not the desk. Your crew is tapping this at a front door.
• Every type shows in the Map report, so a type nobody uses is just clutter in your charts.

Next up: Territories