Overview
KnockTracer shows a setup panel when you first log in to guide you through the four steps required before reps can start working: add your field team, load target turf, confirm your partner feed is active, and complete your first knock. Once all steps are green, the panel can be dismissed and won't reappear.
The checklist ensures your workspace is production-ready: territories are loaded, your team has access, data is flowing from your partner system, and at least one door has been worked to confirm end-to-end workflow.
How To
- **Add your field team**
Navigate to **Team** from the workspace setup panel or main menu. Invite at least one additional rep or manager so more than one person can work the workspace. Once a second team member is added, this step turns green.
- **Load target turf**
Go to **Prospects** and ensure territories and address inventory are in place. Your partner feed or manual imports should populate serviceable properties before reps start knocking. This step completes when at least one territory and one prospect exist in the workspace.
- **Confirm partner feed**
Open **Integrations** and verify your inbound source is actively sending workable addresses. The panel checks whether records were received today and whether the partner link status is healthy. Once the feed is confirmed active, this step turns green.
- **Complete first knock**
Work at least one door and log a field disposition. This step ensures the full workflow—map, property detail, outcome logging, and sync—is working correctly. Once any prospect moves from "Not Visited" to another status, this step completes.
- **Dismiss the panel**
After all four steps are green, click the **X** or collapse the panel. It won't appear again unless you clear browser storage. You can expand or collapse the panel using the chevron icon while setup is in progress.
Tips
- Complete setup before your first field day so reps aren't waiting on access or data.
- The panel appears at the top of every page until dismissed, making it easy to return to incomplete steps.
- Workspace admins should verify all four steps before inviting the full team.
Questions
**Q: Can I dismiss the panel before all steps are complete?** A: Yes, but the panel will reappear on your next login until all four steps are green. It's best to finish setup before dismissing.
**Q: What happens if I accidentally dismiss the panel?** A: You can still access Team, Prospects, Integrations, and the Map from the main navigation. The checklist is a guide, not a gate—dismissing it won't block workspace functionality.
**Q: Why does the partner feed step stay red?** A: The system checks whether your partner source sent records today and whether the integration status is healthy. If the feed is misconfigured or hasn't synced recently, this step will remain incomplete. Open **Integrations** to review sync logs and connection health.