Canvass
Canvass section will be where you find the following
To get to the canvass section simply click on the map icon on the home screen as well
Areas
Assigned ares are located within the canvass section. If you dont have any areas assigned to you. You can knock as normal. Reach out to your manager if you were expecting an area and dont see one.
Knocking
How to add bubble
Homeowner Info
You can confirm, enter new, and change the homeowners information very easily.
Leaving Notes
Dispositions
Most Dispositions are self explanatory
I want to highlight two specifically. They are categorized as a follow up linked to the "Follow up" feature.
Leverage follow ups
Scheduling
There are multiple ways to schedule. Appointments can also be shared with the homeowner via email or text.
Your own calendar directly
A team members calendar directly
Round robin a team
Also
Specific Time
Available Time
Will only show available time slots on whichever schedule option you choose
