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Two sales reps with a notebook walking a suburban neighborhood sidewalk

Module · Canvass

Win the neighborhood.One door at a time.

Map territories, log every knock, and book appointments from the field. Reps, managers and the office all work from the same map.

  • Map your territory

  • Track every door

  • Gamify the field

14 sections

DashboardMapDoorsTerritoriesAppointmentsMy Business CardLeaderboardChallengesReportsPipeline StagesDispositionsCustom FieldsAchievementsData Sources

Inside Canvass

Everything your team needs to own the block.

Canvass turns door-to-door selling into a coordinated operation. Instead of paper lists and scattered spreadsheets, you give every rep a live map, clear territories, and the tools to book appointments and close deals right on the doorstep, all in one place.

Below, we walk through each section of the module, starting with the Dashboard, the live command center your team lands on every time.

Canvass

Work the field: map, doors, and territories.

Dashboard

The whole field at a glance.

Knocks, appointments, and conversions roll up into one live command center for your canvassing operation.

Canvass Dashboard

Doors, territories, dispositions and appointment performance

Customize
Today7 Days30 DaysMonthCustom
All Agents

Total Doors

0

across 4 territories

New Doors

0

this period

Appointments

0

9 this week

Conversion Rate

0%

vs last month
KPI Tracker

KPI Tracker

CSV Share Edit KPIs
Metric Current Target Achievement Notes
Doors Knocked0150
fx
0%
On pace
Appointments Set040
fx
0%
Push weekends
Deals Closed015
fx
0%
Needs focus
Totals0205
fx
0%

Map

Every street, every door, mapped.

See your reps move across a live map and drop pins on the houses that count, no more guessing where to knock.

Canvass Map

City, ZIP, address or a saved list Filters3 Save as list
Targeting24doors
My location Next best door Map view
Google satellite — Dallas–Fort Worth residential neighborhood
Map view

Base map

StandardEnhancedHD aerial
Satellite Map

Layers

Property plots
Territories
Live reps
Closed customers

Colour pins by

DispositionKnock score

Doors

Track every knock that matters.

Log visits, notes, and outcomes door by door so nothing slips and every follow-up lands at the right time.

Doors

Dallas, TX 75228

Sequences Campaign
Search address, owner, zip...
All dispositions
Showing 6 of 6
AddressOwnerPhoneDisposition

4310 Maple Hollow Ct

Dallas, TX 75228

Marcus Reed (214) 555-0132
Not knocked

9214 Cedar Ridge Dr

Dallas, TX 75228

Alyssa Turner (214) 555-0178
Interested

7508 Lakewood Blvd

Dallas, TX 75228

Derek Coleman (972) 555-0146
Knocked

4127 Brookhaven Ln

Dallas, TX 75228

Rachel Bennett (469) 555-0119
Not knocked

6402 Whispering Oaks Dr

Dallas, TX 75228

Tyler Brooks (214) 555-0163
Appointment

3915 Sunset Grove Ave

Dallas, TX 75228

Sandra Mitchell (972) 555-0187
Not knocked

Territories

Own your turf, block by block.

Carve neighborhoods into territories and assign them to reps so coverage is clear and overlap disappears.

Territories

Carve the neighborhood into turf and assign it to your reps

New territory
Google satellite — Dallas–Fort Worth residential neighborhood
1

Where

Pick the ground you are working

Whole working area0

No working areas yet. A zone is ground you assign to a rep — it is not a target list.

Draw a territory

Draw one to get started

Appointments

Turn knocks into booked time.

Schedule callbacks and in-home visits on the spot, with reminders that keep every appointment on the calendar.

Appointments

2 scheduled this week · Dallas, TX 75228

New Appointment
Name
Filter...
Customize columns
#CustomerAddressDateTimeAssigned ToStatus
1Marcus Reed4310 Maple Hollow CtTue, Jul 710:30 AMHunter Evans
Scheduled
2Alyssa Turner9214 Cedar Ridge DrTue, Jul 72:00 PMIan Sullivan
Pending
3Derek Coleman7508 Lakewood BlvdWed, Jul 89:00 AMMason Edwards
Scheduled
4Rachel Bennett4127 Brookhaven LnWed, Jul 84:30 PMHunter Evans
Pending
5Tyler Brooks6402 Whispering Oaks DrThu, Jul 911:00 AMIan Sullivan
Cancelled
6Sandra Mitchell3915 Sunset Grove AveFri, Jul 103:15 PMMason Edwards
Pending
Sales Tools

Everything reps need right at the door.

My Business Card

Your digital card, always ready.

Share a branded business card with every prospect so they remember exactly who knocked and how to reach you.

My Business Card

PublishedSave
EditorShareReviews (0)

Card details

Public URL Slug

hunter-evans

https://erp.donefy.io/card/hunter-evans

Display Name

Hunter Evans

Title

Company

Employee #

Profile photo

Upload

Cover image

Upload

Company logo

Upload

Phone

Email

hunter@sunpeaksolar.com

Tap to edit · drag to move · pull the corner arrow to resize

H

Hunter Evans

(subtitle)

(employeeNumber)

(bio)

CallTextEmailSave contact

Social links

Request a quoteLeave a review

Scan to view & save

Powered by Donefy Canvass

Performance

Leaderboards, badges, challenges, and reporting.

Leaderboard

See who's leading the charge.

Rank reps by knocks, appointments, and closes in real time so the whole team knows where they stand.

Leaderboard

Operational command center — track execution, measure activity, and drive results.

Renewable Energy Inc.
Leaderboard Reports Activity Execution Arena Planning
Team Revenue

$0K

28 reps

Deals Won

0

last 30 days

Avg Conversion

0%

quote → close

Team Avg SES

0

Very Good

Doors Knocked

0

86 canvass closes

Top Performers by Sales Efficiency Score

TB2

Tyler Brooks

Apex Solar Co.

0

SES · $74K · 8 won

RM1

Ryan Mitchell

SunPeak Solar

0

SES · $86K · 9 won

EC3

Emma Collins

SunPeak Solar

0

SES · $61K · 7 won

Sales Efficiency Ranking SES = 40% Revenue + 30% Conversion + 15% Velocity + 15% Pipeline Export
#RepDealerRevenueConvSESCloses
1RMRyan MitchellCloserSunPeak Solar$0K31%09
2TBTyler BrooksCloserApex Solar Co.$0K27%08
3ECEmma CollinsCloserSunPeak Solar$0K24%07
4MRMarcus ReedSales-RepBrightGrid Energy$0K21%05

Challenges

Spark sprints that move numbers.

Launch head-to-head challenges and team goals that turn a slow week into a race everyone wants to win.

Challenges & Badges

Active challenges

July Knock Blitz

9 days left

Team goal · knock 2,500 doors this month

0 / 2,500 doors

0%

Solar Setters Face-off

$200 gift card

Head-to-head · most closes this month

HEHunter Evans 46
MEMason Edwards 39

Achievement badges

First Close

1 close · earned by 26

Closer

5 agreements · earned by 14

Deal Closer

10 closes · earned by 9

Appointment Setter

25 appointments · earned by 11

100 Doors

100 knocks · earned by 17

500 Doors

500 knocks · earned by 6

Hat Trick

3 closes in one day · earned by 4

Iron Streak

10-day knocking streak · earned by 8

Territory Boss

Full territory coverage · earned by 3

Achievements

Reward the wins that add up.

Hand out badges and milestones that recognize effort and keep reps chasing the next goal in the field.

Achievements

Badges, tiers and milestones that keep reps chasing the next goal.

32 reps · 8 badges
BadgesSES TiersHall of Fame

Field badges5 of 8 unlocked · earn them knocking, closing, and keeping streaks alive

First Knock

Log your first 100 doors

28 reps earned

Century Club

100 doors in one week

17 reps earned

Closer

Sign your first contract

21 reps earned

UNLOCKED

Hat Trick

3 closes in a single day

Mason Edwards · today

Iron Streak

Knock 30 days in a row

6 reps earned

$100k Club

Close $100k in revenue

72%

Territory Boss

100% territory coverage

59%

Appt Machine

Set 50 appointments

86%

Reports

Know what's working, fast.

Drill into activity, conversion, and territory performance to double down on the plays that pay off.

Reports

TodayWeekMonthQuarterYearAll time

Sales funnel

0

Knocked

0

Interested

26% of knocked

0

Appointments

44% of interested

0

Closed

27% of appointments

Rep leaderboard

1JP

Jason Phillips

0 knocks · 21 closed

2ME

Mason Edwards

0 knocks · 16 closed

3IS

Ian Sullivan

0 knocks · 12 closed

4HE

Hunter Evans

0 knocks · 9 closed

Disposition breakdown

Not home0%
Interested0%
Callback0%
Not interested0%
Do not contact0%

Territory coverage

59% avg coverage · +8 vs May

Northside Loop

132 doors

0%

Lakewood East

118 doors

0%

Prosper Ridge

96 doors

0%

Oak Cliff South

87 doors

0%
Manage

Configure pipelines, fields, and dispositions.

Pipeline Stages

Move deals from door to done.

Define the stages every prospect passes through so reps always know the next step to advance a deal.

Pipeline Stages

The stages a lead moves through. Customize label, color, order, and whether a stage marks the lead won or lost.

New stage
No stages yet — create one.

Dispositions

Tag every door in one tap.

Capture the outcome of each visit with quick dispositions that keep your data clean and your follow-ups sharp.

Dispositions

The outcomes reps log at a door. Customize labels, colors, order, follow-up triggers, and the fields each one requires.

New disposition
Not HomeNH#1 · → callback
Not InterestedNI#2 · no follow-up
CallbackCB#3 · → callback · 1 required field(s)
InterestedIN#4 · → appointment
Appointment SetAP#5 · → appointment · 1 required field(s)
Closed / WonCLwon#6 · → contract
DisqualifiedDQ#7 · no follow-up
TestTST#8 · no follow-up

Custom Fields

Capture what you actually need.

Add the fields that fit your business so every door record holds exactly the details your team relies on.

Custom Fields

Extra data your reps capture on every lead — roof age, HOA, system size, gate code, anything. Drag to reorder; toggle "show on pin" to surface a value on the map.

New field
Lead FieldsFolders
Search fields
Field nameField typeFolderKeyOn pin
Roof age (years)NumberProperty{{lead.roof_age}}
Roof materialDropdownProperty{{lead.roof_material}}
HOA communityRadio selectProperty{{lead.hoa_community}}
Shade coverageDropdownProperty{{lead.shade_coverage}}
Gate codeSingle lineAccess{{lead.gate_code}}
Pets on propertyRadio selectAccess{{lead.pets_on_property}}
System size (kW)NumberSolar{{lead.system_size_kw}}
Monthly electric billCurrencyQualification{{lead.monthly_electric_bill}}
Utility providerDropdownQualification{{lead.utility_provider}}
Preferred install windowDateScheduling{{lead.install_window}}
Are you the homeowner? NEWTextQualification{{lead.are_you_the_homeowner}}
Rows per page20 1 – 11 of 11
Field created · "Are you the homeowner?" is now on every lead form

Data Sources

Plug in the data behind every door.

Connect property, skip-trace, maps, and messaging providers with tenant-scoped API keys, encrypted at rest and powering live homeowner data on the map.

Canvass Data Sources

Connect the API keys that power homeowner data on the map. Keys are encrypted at rest and scoped to this tenant. Super-admin only.

Active data stack

Placeholder (no keys) Live data

Property: Not connectedProperty Data

Map plots: Not connectedParcel Boundaries

Skip trace: Not connectedContact Data

Connect a provider under Property Data to serve live homeowner data + exact parcel lines.✓ Serving live homeowner data + exact parcel lines on the map.

Property Data

Parcel, ownership, and valuation — powers the map plots and Lead Machine.

PRD

Donefy Property Data

Property data + owner contact lookup

Not connected Connected
Connect Connected
PCL

Parcel Boundaries

Parcel boundaries & ownership (exact map plots)

Not connected Connected
Connect Connected
VAL

Valuation Data

Assessor + AVM valuation data

Not connected Connected
Connect Connected

Skip Trace

Owner phone & email. Skip-traced contacts carry DPPA/TCPA/DNC obligations — honor the DNC flag before any auto-dial/text.

CON

Contact Data

Owner phone/email lookup

Not connected Connected
Connect Connected

Maps

Geocoding and base-map tiles for the canvass map.

MAP

Base maps

Geocoding & base-map tiles

Not connected Connected
Connect Connected
AER

HD Aerial Imagery

High-resolution aerial imagery

Not connected Connected
Connect Connected

Communications

SMS, voice, and email for follow-up sequences.

SMS

Texts & calls

SMS & voice for follow-up sequences

Not connected Connected
Connect Connected
EML

Email delivery

Email for follow-up sequences

Not connected Connected
Connect Connected

Inside Canvass

Everything a field team needs on the doorstep.

Canvass connects to the CRM, Sales and Projects, so a knock becomes a lead, a proposal and a job without re-entry.

Live map

See every door and its status on the map, and pin new ones as reps walk the block.

Territories

Draw territories and assign them to reps, so no street is covered twice or missed.

Appointments

Book the follow-up visit from the doorstep and it lands on the shared calendar.

Contracts

Send a contract from your own templates and collect the signature on the spot.

Leaderboards and challenges

Rank reps by doors knocked and deals won, with team challenges and achievements.

Reports

Doors, contacts and conversion by rep, territory and disposition, with your own pipeline stages.

Why teams switch

Three reasons teams knock harder.

Cover more ground, close on the doorstep, and keep the team competing.

Cover more ground

Carve up territories and put every rep on the doors that matter most.

Close more on the doorstep

Appointments, dispositions and contracts keep deals moving while the rep is still at the door.

A team that competes to win

Leaderboards, challenges and achievements turn knocking into momentum.

Questions

What teams ask first.

Yes. Dispositions, pipeline stages and custom fields are all configurable, so Canvass matches how your team already talks about a door.

Yes. The donefy app for iOS and Android gives reps the map, doors, appointments and leaderboard in the field.

Yes. Each rep has their own business card inside Canvass to share with homeowners at the door.

Lookup is pay as you go from your prepaid balance, billed per result, so you only pay for the contacts you actually pull.

Put boots on every door.

Launch your field canvassing operation today.