Knowledge Base

How to use KnockTracer in the real world

Start with the field workflows that matter most: map visibility, prospect updates, follow-ups, and handoffs.

Search the knowledge base

Find setup steps, feature explanations, and workflow notes without digging through every page manually.

16 articles
Routes - 4Getting Started - 3Knowledge Base - 3Integrations - 2Jobs - 1routes - 1settings - 1Settings - 1
Knowledge Base

Getting started

Set up the workspace, understand the map, and get your first field team moving.

Knowledge Base

Logging door results

Keep field updates consistent so reps and office staff are looking at the same reality.

Knowledge Base

Handing off installs

Move closed business into the next step without rewriting the details from scratch.

Getting Started

KnockTracer map and property workflow

Navigate the live map, select a property, review provider and serviceability details, and log your next action in one screen.

Getting Started

Map-first door workflow

Use the map, prospect record, and next-step workflow together so reps and managers stay on the same page.

Getting Started

Workspace setup checklist

Complete four essential steps before your field team starts knocking doors.

Integrations

Google Ads ROI tracking

Connect your Google Ads account to track which campaigns generate leads and customers, then measure cost per acquisition without changing your ad settings.

Integrations

Partner feed health and sync checks

Learn how to verify partner data feeds are healthy and syncing properly before deploying reps to the field.

Jobs

Install handoffs

Learn how a closed sale becomes an install handoff and what the handoff status means inside KnockTracer.

routes

territories-and-route-planning

Open this guide to read the full workflow.

Routes

Door outcomes and field dispositions

Learn how to record field results like no answer, talked to owner, left flyer, and no soliciting when working your route.

Routes

Field route replay

Review the GPS trail your field team followed while an active route was running.

Routes

Follow-ups and callbacks

Follow-ups are created automatically from field outcomes and stay attached to the property record with callback timing visible across your workspace.

Routes

Prospect records and filters

Filter saved properties, review field history, and work the next best prospect in your territory.

settings

sales-team-permissions

Open this guide to read the full workflow.

Settings

Platform admin console

Access the KnockTracer operations console to manage workspaces, audit activity, monitor system health, and review financials.

Need to see how KnockTracer fits your workflow?

Start with map-first sales tracking now, then layer in partner sync, install handoffs, and customer launch flows as your team grows.