BetterKnocks
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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

Payments (Stripe)

Connect Stripe to accept payments on proposals.

Settings → Payments on Pro. Required before customers can pay on public proposal links.

Onboarding

  1. Click Connect with Stripe.
  2. Complete Stripe Connect onboarding.
  3. Confirm charges and payouts are enabled.

After connect

Sent proposals with pricing blocks can include a pay button. Funds flow per your Stripe Connect settings.