sales rep daily checklist
A sales rep daily checklist for the stops still open
A sales rep daily checklist is the unfinished stops on turf you hold, in the order you will drive them. Knockdesk is field sales software. Done stays done. Optimize when 3 to 25 stops are selected. Clocked In vs Knocking are shift states, and Auto-Clock can start the shift on a route or a knock. A knock not at the door is unverified. Print from this browser. Checks stay in this browser. There is no separate PDF file.
Book a Walkthrough0 of 10 marked. Saved in this browser.
| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Open the unfinished stops on the turf you hold | The stop list opens on unvisited pins from active territory and active turf. That line is the route. | Write the open doors on paper. | |
| Optimize the order when 3 to 25 routable stops are selected | Optimize order runs in the stop picker for that range. Above 25, the control says Optimize supports up to 25 stops. A saved pack with more unfinished stops is ordered in chunks of 24. | Your notes | |
| Leave finished stops finished | Done stays done. Completed stops stay at the front. Only unfinished stops are reordered. | Your notes | |
| Reorder by hand if the driving line should differ, then leave that order | The order you set after optimize stays. | Your notes | |
| Reach Clocked In, or let Auto-Clock start the shift | Location has to be on or clock-in will not start. Auto-Clock can start the shift when you start a route or when you start a knock. Both switches start on unless you turn them off. | Your notes | |
| Start the route of unfinished stops | The pack moves to in progress. The shift can move to On Route. With Auto-Clock on, a rep who is still offline is clocked in, then set to On Route. | Your notes | |
| Watch Clocked In vs Knocking while you work the doors | At a door the state can be At Door, then Knocking. When every stop is done, the pack completes and the shift returns to Clocked In. | Your notes | |
| Knock at the door, then log the outcome, including Not Home | A knock not at the door is unverified. Outside Location Verification Maximum Distance, default 100 meters, Log visit still saves with that badge. Not Home still saves. | Your notes | |
| Mark Do Not Contact when the resident asked to be left alone | Do Not Contact is off the knock list and out of coverage. Do not put that pin back on the route to fill the pack. | Your notes | |
| Print this sales rep daily checklist from the browser | Checks stay in this browser. There is no separate PDF file. | Your notes |
The morning
How to run this sales rep daily checklist
Mark the rows before you leave the lot, while the unfinished stops are still the route. A list rebuilt in the car will reopen doors that were already finished.
- 1Print from this browser. Checks stay in this browser.
- 2Open the turf you hold and select the unfinished stops.
- 3Optimize when 3 to 25 stops are selected. A hand reorder after that stays.
- 4Start the route. Auto-Clock can move an offline rep to On Route when that switch is on.
- 5Log the outcome at the door. A knock not at the door is unverified.
- 6When the pack is done, confirm the shift is back at Clocked In.
The shift
The route rules this list is checking
These are the settings the product saves for a rep on held turf. Clocked In vs Knocking names the state of the shift. The drive ends at one stop.
| Rule | In the product |
|---|---|
| Optimize order | Runs in the stop picker when 3 to 25 routable stops are selected. Above 25, that control does not run. |
| Saved pack | Unfinished stops reorder in chunks of 24. Fewer than 2 unfinished stops with coordinates keep the stored order. |
| Done stops | Done stays done. Completed stops stay at the front. |
| Auto-Clock | Can start on a route or on a knock. Both switches start on unless you turn them off. |
| Shift states | Clocked In vs Knocking. On Route while the pack is in progress. Clocked In again when every stop is done. |
| Unverified knock | A knock not at the door is unverified. Log visit can still save. Round trip is off. |
The miss
Where a paper list reopens a finished door
The route line on this page is a fixture. A finished stop stays finished on that line. The paper habit is what puts it back in the driving order.
Route
Sample
Driving order on held turf. 4.2 mi · 28 min.
- 1418 Oak AveOpen
- 222 Harbor RdOpen
- 390 Pine CtDone
The reopened door
Done stays done. Optimize does not put a completed stop back into the driving order.
The long picker
Optimize when 3 to 25 stops are selected. A picker selection above 25 does not run.
The knock from the car
A knock not at the door is unverified. The visit can still save. It is not a finished door you stood at.
The missing clock
Auto-Clock can start the shift on the route or the knock. Clocked In vs Knocking shows the state you are in.
Related
After you set the route
- Field sales resources
The hub this sales rep daily checklist sits on.
- Sales route planning
Unfinished stops, done stays done, and optimize when 3 to 25 stops.
- Sales route planning guide
The longer how-to beside this printed list.
- Field sales time tracking
Auto-Clock, and Clocked In vs Knocking on the shift.
- What turf is
The route is cut from turf inside a territory.
- Door to door safety tips
Heat, dogs, weather, and leaving a hostile door before the route starts.
- Full desk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
What is a sales rep daily checklist in Knockdesk?
A sales rep daily checklist is the unfinished stops on turf you hold, with done stops left done. Knockdesk is field sales software. Print stays in this browser.
When should a rep optimize the route?
Optimize when 3 to 25 routable stops are selected. A saved pack with more unfinished stops is ordered in chunks of 24. Done stays done.
What does Auto-Clock do on this list?
Auto-Clock can start the shift when you start a route or when you start a knock. Both switches start on unless you turn them off.
What does Clocked In vs Knocking mean?
Clocked In vs Knocking are shift states. Knocking is the state at the door. When every stop is done, the shift returns to Clocked In.
What if the knock is not at the door?
A knock not at the door is unverified. Log visit can still save with that badge. The default verification distance is 100 meters.
Where do the checks on this list stay?
Checks stay in this browser. Print from this page. There is no separate PDF file.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The driveway
Bring the unfinished stops.
We will order a route on turf you hold, leave done stops done, and show Clocked In vs Knocking on the shift. Full desk is on the pricing page. A free trial is not open.
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