# 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.

## 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.

1. Print from this browser. Checks stay in this browser.
2. Open the turf you hold and select the unfinished stops.
3. Optimize when 3 to 25 stops are selected. A hand reorder after that stays.
4. Start the route. Auto-Clock can move an offline rep to On Route when that switch is on.
5. Log the outcome at the door. A knock not at the door is unverified.
6. When the pack is done, confirm the shift is back at Clocked In.

## 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. |

## 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.

**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.

## After you set the route

- [Field sales resources](/resources): The hub this sales rep daily checklist sits on.

- [Sales route planning](/features/sales-route-planning): Unfinished stops, done stays done, and optimize when 3 to 25 stops.

- [Sales route planning guide](/guides/sales-route-planning): The longer how-to beside this printed list.

- [Field sales time tracking](/features/field-sales-time-tracking): Auto-Clock, and Clocked In vs Knocking on the shift.

- [What turf is](/glossary/turf): The route is cut from turf inside a territory.

- [Door to door safety tips](/checklists/door-to-door-safety-checklist): Heat, dogs, weather, and leaving a hostile door before the route starts.

- [Full desk pricing](/pricing): Full desk is on the pricing page.

## FAQ

### 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.