Canvassing

Canvassing software that proves the street was actually worked

Canvassing succeeds or fails on coverage. Not how many doors a team claims to have knocked, but which specific addresses were attempted, what happened at each one, and how many were never reached at all. SalesPace turns coverage from an estimate into a record.

Coverage is a map problem before it is a reporting problem

A canvassing team's real output is a pattern on a map: streets fully worked, streets half worked, blocks skipped because the crew ran out of daylight. Reports built from daily door counts cannot show you that pattern, because a count of 120 doors says nothing about where those doors were.

SalesPace puts the territory on a map and keeps it current. Every address carries a pin colored by its last disposition. Attempted, not home, conversation, go-back, appointment, sold, not interested — each reads as a distinct color, so a manager scanning a neighborhood sees coverage and outcome simultaneously without opening a single record.

That view changes the morning meeting. Instead of assigning effort by feel, a manager assigns the blocks that are visibly incomplete, and instead of arguing about whether a street was worked, everyone looks at the same picture.

Dispositions recorded in the two seconds you have

The only disposition data worth having is data recorded at the door. Anything reconstructed in the truck at the end of the day is an approximation, and approximations are what make canvassing reporting untrustworthy.

SalesPace optimizes for that moment. Long-press the house, tap the outcome, walk on. Location, timestamp and rep attach automatically. The pin recolors immediately. If the rep has more to say, they can dictate a note with on-device voice transcription instead of typing it, or open the full record and set an appointment while standing there.

Admins configure the disposition set — names, colors and order — so the outcomes in the app match the language the team already uses. Because dispositions are structured rather than free text, everything downstream depends on them cleanly: coverage color, re-knock queues, conversion ratios and reporting.

  • Long-press, tap, keep walking — no form between the rep and the next door
  • Configurable disposition names, colors and order per organization
  • Location, time and rep captured automatically on every outcome
  • Voice-dictated notes processed on the device

Re-knocks and go-backs, queued instead of remembered

Most canvassing revenue is on the second and third pass. The homeowner who was cooking dinner, the one whose spouse makes the decisions, the one who said to come back Saturday — those are the highest-value addresses in the territory, and they are also the easiest to lose.

In SalesPace a go-back is a scheduled record, not a memory. Reps get a follow-ups screen split into overdue, today and upcoming; tapping an entry opens the homeowner record with the original note attached. Managers can see the same queue across the team and rebalance it when someone is out.

Territories and routes for the day

Managers draw territory boundaries on the map and assign them to reps with a date, a route name and instructions. The assignment lands on the rep's phone, along with pin completion progress so they can see how much of the area is actually finished.

This is what makes coverage plannable rather than retrospective. A territory is a defined set of addresses with an owner and a date, so you can ask precise questions: what percentage of this territory has been attempted, which addresses have never been reached, and how long a full pass takes this crew.

Importing lists and building them from scratch

Teams that buy data or pull serviceable-address exports can import lists by CSV with column mapping, so a raw file becomes a workable territory without retyping anything. Teams working an area cold can start with an empty map and drop pins from the street, building the list as they knock it.

Either way, the list stops being a static file. Every pass enriches it — names, phone numbers, notes, outcomes, history — so the territory is worth more the second time you canvass it than the first.

What managers and leadership see

In the web CRM, canvassing activity rolls up into live numbers: doors, conversations, go-backs, appointments and sales by rep, team and date range, with the pipeline board showing where the resulting opportunities sit. Reports cover work sessions, routes and per-rep ratios, and exports are limited to authorized leadership.

The point of all of it is to answer three questions honestly at the end of a week: where did we actually go, what happened when we got there, and what did it convert into.

Frequently asked questions

Can we see which addresses were never attempted?
Yes. Addresses in a territory keep their state, so unattempted homes are distinguishable from ones that were knocked with no answer, and territory progress reflects both.
Can dispositions be customized?
Admins configure disposition names, colors and ordering for the organization, so the app matches the terminology your team already uses.
How do go-backs get to the right rep?
A go-back is a scheduled record on the address, owned by a rep and visible in their follow-ups queue. Managers can reassign it like any other contact.

Make coverage something you can look at.

Bring one neighborhood to the call. We will map it, work through a canvassing pass, and show what the data looks like afterwards.