door to door sales compliance checklist
A door to door sales compliance checklist you can print
A door to door sales compliance checklist is the permit, the badge, the no-knock list, the cooling-off forms, the recording disclosure, and the monitoring notice before the first knock. Knockdesk is field sales software. Use this canvassing compliance checklist as a desk list, not a statute reprint. This page is general information, not legal advice.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Confirm the city solicitor permit before the crew cuts turf | A solicitor permit is a city license, not a national card. Knockdesk does not issue it. Read the solicitor permit page, then log the visit after the clerk's week. | Write the city clerk URL. | |
| Confirm each rep has the badge or card that city asks for | The badge is on the person, not on the pin. Knockdesk logs Start Knock or Log visit on the address after they are allowed to knock. The desk does not print a city badge. | Your notes | |
| Open the city no-knock list before the loop | A no knock list is a city file. There is no national download and no live sync into Knockdesk. Open the no-knock registry page for that city, then mark the pins. | Your notes | |
| Mark Do Not Contact from the city list, a posted sign, or a resident request | Mark DNC on the pin, or complete a stage with Marks as DNC. Those pins stay off the knock list and out of coverage. A browser tab is not a skip. | Your notes | |
| Put the cooling-off forms in the packet the rep carries | The FTC cooling-off rule page is the statute write-up. Knockdesk does not generate those forms. Log the visit so the cancel window is not a chat thread. | Your notes | |
| Set the recording disclosure the rep will say before any file starts | Consent is verbal, written, or captured on the recording, before Start Recording. Knockdesk does not ask the other party for you. Skip Recording logs the visit with no file. Read recording consent by state, then the recording trust page. | Your notes | |
| Teach Skip Recording for the door that should not be a file | Skip Recording continues the knock with no file. The outcome the rep logs still saves. A missing consent is not a reason to start the file anyway. | Your notes | |
| Give the crew a monitoring notice before they clock in | The GPS clock needs location to start. Clock-in stores latitude, longitude, and accuracy. Recording is a file the team asked to keep. Knockdesk does not send a statutory notice for you. Tell the crew what the desk writes before Active turns on. | Your notes | |
| Read the city page for hours and places the crew cannot knock | Hours and place rules sit on the city page, not in a Knockdesk setting. This list does not restate those rules. Open the laws hub, then the city you are entering. | Your notes | |
| Log the visit on the pin, including Not Home | Start Knock or Log visit writes the door. Not Home still counts as coverage. Do Not Contact and Invalid Address do not. A permit in a folder does not write that outcome. | Your notes | |
| Decide which recordings a manager or admin will keep | Recordings delete after 30 days unless a manager or an admin marks one kept. Playback stays inside the signed-in desk. Consent still belongs to the rep at the door. | Your notes |
The list
How to use this door to door sales compliance checklist
Mark the rows before the first loop, not after a complaint. A canvassing compliance checklist you fill in the van is already late.
- 1Print or save PDF from the list. Checks stay in this browser.
- 2Open the city clerk page and the no-knock registry for that city. Write the URLs in the notes column.
- 3Put cooling-off forms in the packet. Write the disclosure the rep will say before Start Recording.
- 4Tell the crew the GPS clock and the recording file are on, before anyone turns Active on.
- 5Mark DNC on the pins that the city list, a sign, or a resident already closed.
- 6Bring the printed list to the Knockdesk walkthrough if you want to see Mark DNC and consent on a sample pin.
The stall
Where a canvassing compliance checklist on paper dies
Paper dies at the porch the city already closed. The clerk can stamp a card. The list can sit in a folder. The crew still knocks if Do Not Contact is not on the pin.
The city tab
A no-knock registry in a browser is not a skip. Mark DNC so the next turf loop does not treat that porch as Unvisited.
The badge in a wallet
The card does not write Not Home. Start Knock or Log visit still has to land on the address.
The form in a folder
A cooling-off packet that never meets the visit is a story on Friday. Log the door so the cancel window has a time.
The file that started too soon
Consent is before Start Recording. Skip Recording is the path when the talk should not be a file.
The knock
The permit does not write the door
After the rows are marked, the visit still has to land on the pin. Start Knock or Log visit, including Not Home. Do Not Contact stays off coverage. Consent is chosen before any recording file starts. The two rows, 418 Oak Ave and 22 Harbor Rd, are a sample, not a customer day. Full desk is on the pricing page.
Knock log
Sample
- M418 Oak Ave2:14 PMMaya Chen · North turfAppointment
- J22 Harbor Rd2:41 PMJordan Hale · North turfNot home
Related
After you mark the city
- Field sales resources
The hub this checklist sits on, with the other lists and the quizzes.
- Full desk pricing
One seat: Full desk.
- Door to door sales laws
The hub for permits, registries, cooling-off, and consent.
- Solicitor permits
A solicitor permit is a city license, not a national card.
- No-knock registry
Open the city list, then mark Do Not Contact on the pin.
- FTC cooling-off rule
The cancel window write-up. This checklist does not reprint the statute.
- Recording consent by state
In-person consent rules, then the disclosure the rep says at the door.
- Recording consent and retention
The rep asks. Files delete after 30 days unless a manager or admin keeps one.
- Open the canvassing desk
Mark DNC and log the visit on the pin the city already named.
FAQ
Frequently asked questions
What is on this door to door sales compliance checklist?
Permit, badge, no-knock list, cooling-off forms, recording disclosure, and a monitoring notice. Knockdesk is field sales software. This page is general information, not legal advice.
Is this also a canvassing compliance checklist?
Yes. Use it that way. The rows are the same jobs: the city card, the skip list, the forms, the disclosure, and the notice to the crew before the GPS clock starts.
Does Knockdesk issue a solicitor permit or a badge?
No. Those come from the city. Knockdesk logs the visit after the crew is allowed to knock.
Does the no-knock list sync into Knockdesk?
No. There is no live sync. Open the city page, then Mark DNC on the pin.
Does Knockdesk generate cooling-off forms?
No. Put the forms in the packet. Log the visit so the cancel window is not a chat thread. Read the FTC cooling-off rule page for the statute write-up.
Who gets recording consent?
Your rep does, before Start Recording. Verbal, written, or consent captured on the recording. Knockdesk does not ask the other party for you. Skip Recording logs the visit with no file.
What is the monitoring notice on this list?
A notice you give the crew that the GPS clock stores location and that a recording file can be kept. Knockdesk does not send a statutory notice for you.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open. Book a Walkthrough.
The city list
Bring the porch the crew still knocks.
We will mark Do Not Contact on a pin and walk consent before Start Recording. Full desk is on the pricing page. This page is not legal advice. A free trial is not open.
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