sales team scheduling software
Sales team scheduling software for the week that still has no owner
Sales team scheduling software on this page is the week a crew can actually work: availability a rep submits, a roster a manager approves, and a bonus that sits on that week. Knockdesk is field sales software. This weekly roster app for sales teams is not the GPS clock. The clock lives on field sales time tracking.
Book a WalkthroughRep days
Sample
Best day Tuesday · 82 knocks
- Mon
- Tue
- Wed
- Thu
- Fri
The week
Sales rep scheduling starts with who can work
Sales rep scheduling here is a week picker, then Availability, then Roster. A rep submits the days they can work. A manager or admin opens Availability approval for that team and that week. The sample week on this page is a sample, not a customer roster.
The submit
The rep owns Availability for the selected week. They submit what they can work. They do not approve their own roster.
The approve
A manager or admin opens Availability approval for one team and one week. That is the gate before the roster is the plan.
The week
Week selector sets the start date. Org time zone is the one the desk already uses. There is no second calendar product.
The sequence
How a week becomes a roster
This weekly roster app for sales teams is three tabs: Availability, Roster, and Projections. Projections sit on the manager and admin desk. A rep sees Availability and Roster.
- 1Open Schedule. Pick the week. The org time zone is already on the desk.
- 2A rep submits Availability for that week.
- 3A manager or admin opens Availability approval for one team, or All Teams if they are an admin.
- 4Open Roster. The table is that team, that week, with the team lead named on the row when one is set.
- 5An admin can open Bonus rules and Roster config. Weekly bonuses sit on the same week as the roster.
- 6Managers can open Projections for that team and week. That tab is not on the rep desk.
The product
What sales team scheduling software does on Full desk
These are the controls the product saves. Sales team scheduling software is this list. It is not a timesheet and it is not Auto-Clock.
| Control | In the product |
|---|---|
| Tabs | Availability, Roster, and Projections. Projections is manager and admin only. |
| Week | Week selector. Org time zone from the desk. |
| Team | One team, or All Teams for an admin. |
| Rep job | Submit availability. Read their roster row and weekly performance on that week. |
| Manager job | Approve availability. Read the roster. Open projections. |
| Admin extras | Bonus rules. Roster config. |
| Bonuses | Weekly bonuses on that team and week, shown on the roster. |
| What it does not do | It does not clock a shift, store a GPS point, or replace field sales time tracking. |
Two desks
What a manager approves and what a rep submits
The manager owns the week. The rep owns the submit. The sample seats on this page are a sample, not a customer crew.
Rep days
Sample
Best day Tuesday · 82 knocks
- Mon
- Tue
- Wed
- Thu
- Fri
Manager
Pick the team. Approve availability. Read the roster. Open projections. An admin also owns bonus rules and roster config.
Rep
Submit availability for the selected week. Read their roster row. They do not approve the crew.
The sibling
The roster is not the clock
A weekly roster app for sales teams can say who is planned. It cannot write Clocked In. Field sales time tracking is Active, Auto-Clock, and the shift state. Open that page when the job is the hours, not the week plan.
| Job | This page | Time tracking |
|---|---|---|
| Who can work | Availability submit and approve | Not the clock |
| The plan | Roster for that week | Not the clock |
| The shift | Not this page | Active, Clocked In, Knocking |
| GPS | Not this page | Location required to clock in |
Related
Keep going from here
- All features
Territory, routes, tracking, and this roster sit on the same list.
- Field sales time tracking
The GPS clock and the shift. Not the week plan.
- Sales rep tracking
See who is out after the roster is approved.
- Sales onboarding
The hire reaches a knock. The roster is a later week.
- Knockdesk pricing
Full desk is on the pricing page.
- Canvass
The territory and turf the roster is supposed to cover.
FAQ
Frequently asked questions
What is sales team scheduling software on Knockdesk?
Sales team scheduling software here is a week of availability a rep submits, a roster a manager approves, and weekly bonuses on that week. Knockdesk is field sales software. A free trial is not open.
Is this a weekly roster app for sales teams?
Yes. This weekly roster app for sales teams is the Roster tab for one team and one week. Projections sit on the manager desk.
What is sales rep scheduling on this page?
Sales rep scheduling is the submit on Availability, then the approved roster. It is not Auto-Clock and it is not Clocked In.
Does this page replace field sales time tracking?
No. The clock, GPS, and shift states live on field sales time tracking. This page is the week plan.
How much does Knockdesk cost?
Full desk is on the pricing page. There are no other Knockdesk tiers.
Is there a free trial?
No. A free trial is not open. Book a walkthrough and bring the headcount you want on the roster.
Does the roster sync with another calendar?
No. Knockdesk has no third-party integrations. Import and export stay import and export.
Book the desk
Bring the week that still has two owners.
We will walk Availability, the roster, and the bonus on that week, then price Full desk. A free trial is not open.
Book a Walkthrough