# 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.

## 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.

1. Print or save PDF from the list. Checks stay in this browser.
2. Open the city clerk page and the no-knock registry for that city. Write the URLs in the notes column.
3. Put cooling-off forms in the packet. Write the disclosure the rep will say before Start Recording.
4. Tell the crew the GPS clock and the recording file are on, before anyone turns Active on.
5. Mark DNC on the pins that the city list, a sign, or a resident already closed.
6. Bring the printed list to the Knockdesk walkthrough if you want to see Mark DNC and consent on a sample pin.

## 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 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.

## After you mark the city

- [Field sales resources](/resources): The hub this checklist sits on, with the other lists and the quizzes.

- [Full desk pricing](/pricing): One seat: Full desk.

- [Door to door sales laws](/laws): The hub for permits, registries, cooling-off, and consent.

- [Solicitor permits](/laws/solicitor-permits): A solicitor permit is a city license, not a national card.

- [No-knock registry](/laws/no-knock-registry): Open the city list, then mark Do Not Contact on the pin.

- [FTC cooling-off rule](/laws/ftc-cooling-off-rule): The cancel window write-up. This checklist does not reprint the statute.

- [Recording consent by state](/laws/recording-consent-by-state): In-person consent rules, then the disclosure the rep says at the door.

- [Recording consent and retention](/trust/recording): The rep asks. Files delete after 30 days unless a manager or admin keeps one.

- [Open the canvassing desk](/canvass): Mark DNC and log the visit on the pin the city already named.

## FAQ

### 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.