BetterKnocks
Sign in
All topics

Getting started

  • Help center overview
  • Create a workspace
  • Invite your team
  • Draw your first territory
  • Log your first knock

Leads

  • Lead list and filters
  • Lead detail
  • Pipeline and stages
  • Activities and timeline
  • Bulk assign leads
  • Import leads

Field

  • Field map overview
  • Territories and zones
  • Places and pins
  • Knock logging
  • Today's route
  • Mark visible
  • Bulk place actions

Schedule

  • Schedule calendar
  • Create and edit events

Products and sales

  • Products and services
  • Sales records

Forms

  • Form designer
  • Form responses
  • Public forms

Proposals

  • Proposal designer
  • Send and track proposals
  • Public proposals and payments

Expenses

  • Daily expense tracking

Analytics

  • Analytics dashboard
  • Filters and export

Team

  • Team performance
  • Members and invites
  • Teams (squads)
  • Roles and permissions

Mobile app

  • Install and sign in
  • Mobile field workflow
  • Offline knocks and sync
  • Mobile troubleshooting

Workspace settings

  • General settings
  • Branding
  • Payments (Stripe)
  • Lead tags
  • Custom fields
  • Knock outcomes
  • Point of interest types
  • Export data

Account

  • Profile
  • Appearance
  • Notifications
  • Billing and plans
  • Security
  • Switch workspaces

Integrations

  • API keys
  • REST API overview
  • MCP integration

Account

Switch workspaces

Work in multiple workspaces and accept invites.

Open the workspace picker from the user menu or /workspaces after sign-in.

Create another workspace

Free allows one workspace. Pro allows five. Elite allows unlimited.

Pending invites

Accept invites from the picker. You land in the invited workspace after accepting.