Overview
KnockTracer works best when the team starts from the map instead of from a loose list. Reps can see where to go, what has already happened there, and which records deserve another pass.
How To
- Open the territory map before the shift starts and decide which streets or pockets should be worked first.
- Use the property or prospect record at the door so the rep can log the result while the interaction is still fresh.
- Set the next step immediately, whether that is follow-up, callback, handoff, or no further action.
Tips
- Agree on the team's door-result labels before rollout so managers get clean reporting.
- Keep follow-up timing inside the same record instead of texting reminders separately.
- Treat install-ready accounts as handoff records, not as notes someone will have to decode later.
Questions
**Q: Why start from the map instead of a spreadsheet?** A: The map gives the rep live territory context and reduces wasted stops on properties that already have service or already received a recent pass.