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

Workspace settings

Branding

Logos, theme colors, and PDF letterhead.

Logos

  • Workspace logo.
  • Text logo for narrow spaces.
  • Sidebar logo in the dashboard.

Theme

Accent, sidebar, topbar, and background colors. Members can pick workspace theme in account appearance settings.

PDF

Letterhead template for PDF exports from forms and proposals.