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Getting started
Create a workspace, invite your crew, draw territories, and run the first knock on web and mobile.
- Step-by-step
- Web + mobile
- Free to start
BetterKnocks splits manager work (web) and rep work (phone). This guide gets a new org from signup to the first logged knock in under an hour.
1. Create a workspace
- Sign up at betterknocks.com/signup with email.
- Name the workspace after your market or brand.
- You start on Free: 200 leads, solo, limited territories.
2. Configure the basics
- Settings: pin types for your dispositions (not home, callback, appointment, closed).
- Settings: lead stages that match your script.
- Optional: custom fields for roof type, pest plan, or campaign code.
3. Territories
Open Territories, draw a polygon around the neighborhood you will hit this week, and assign yourself or a rep. Imported or manual leads inside the zone show on the map.
4. Mobile for reps
- Install BetterKnocks from the App Store or Google Play.
- Sign in with the same email.
- Open today's route, tap the next address, log a knock.
5. Invite the team (Pro)
On Pro, add members in workspace settings and assign roles. Each rep gets mobile access; managers keep analytics and territory editing on the web.
