Knocking & Dispositions

The knock recorder is the screen a rep spends the day in. It's built so the common door takes one tap and the good door gives you room to capture more.

One tap for the common door

Tapping an outcome records the knock and moves on. Most doors are "not home" or "not interested" and deserve nothing else — making a rep tap the outcome and then a save button would double the work on the overwhelming majority of knocks.

Two outcomes are different: an appointment or a come-back open the extra fields instead of saving a bare knock, because a booked time is worth capturing properly.

The palette is yours

Dispositions are org-defined, not fixed by the platform. Each one has a label, a color, and a symbol, and the pins on the map are colored by a door's last disposition. A new organization can add a standard set to start, then adjust it.

Disqualifiers are a separate list you define — reasons a door doesn't qualify — and a rep can tag one or more on a knock without it replacing the outcome.

Because shape carries meaning as well as color, the map stays readable in sunlight and for a colorblind rep: a come-back with no agreed time, a soft come-back at a time, and a firm appointment each read differently at a glance.

Capture what the door gives you

When someone answers, the detail view captures it on the spot:

• interest level on a simple scale,
• the homeowner's name,
• a phone number and email, entered at the door,
• notes for the next pass.

Captured contact details ride on the knock as new information rather than overwriting the door's record, so the office decides what becomes the home's saved contact. If your rep is allowed to see lead details, the door's known phone and email show at the top of the sheet as tap-to-call and tap-to-email — a number to dial, not to retype.

Prior passes are right there

Every door shows its history: the previous passes, what happened on each, and when. A rep never re-pitches someone already sold or re-knocks a firm "no," because the last few visits are one tap away before they say a word.

Coverage stays visible to the whole team so two reps don't work the same house. Who owns the relationship, though, stays scoped to who's allowed to see it — a rep sees that a door was worked without necessarily seeing another rep's conversation.