KnockDesk

software for door to door dealers

Pay the vendor on that turf.

Knockdesk is field sales software for teams that sell in person. Software for door to door dealers here is one vendor per turf, vendor rates, a vendor-file match, disputes and reversals, and vendor-level reports. The deal card on this page is a sample. It is not a customer sale.

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Deal

Sample

Oak Ave install

$4,200

Jordan Hale

Won · pending review

Maya Chen · close Oct 18 · 6d in stage

The turf

Keep one vendor per turf so pay follows the work

Authorized dealer sales software has to keep the product line on the doors a rep actually works. Put one vendor on the turf when you cut it. The product and the pay stay attached to that work. A pin with more than one vendor still asks the rep who they knocked for. The turf is not a mixed list you sort after Friday.

Turf

Sample

  • North ridge

    Maya Chen

    Active

    186 pins · 42% complete

  • Harbor loop

    Jordan Hale

    Active

    94 pins · 18% complete

The rate

Set vendor rates that confirmation can actually use

Multi-vendor commission tracking here is a rate per vendor, plus a default organization rate when that vendor has none. Set an amount, a currency that defaults to USD, and an effective-from time. A newer rate closes the previous open window for that vendor. Confirmation uses the row whose window contains that moment. The product never invents a rate.

These settings come from the product. No default dollar amount ships with them.
SettingIn the product
Vendor rateAmount with up to two decimals, currency USD when blank, and an effective-from time. Confirmation uses the window that contains that moment.
Default organization rateA rate with no vendor. Used only when that vendor has no rate at confirmation.
No rateIf neither rate exists, the amount stays empty and no commission row is written.
Who sets itAn admin sets vendor rates. A sales manager can read the ledger for teams they lead. They cannot set a rate.

The file

Run the vendor-file match on won deals

A vendor-file match is a CSV or Excel upload. Only an admin opens Reconciliation. Map the CRM email, exact. Names are not matched. Pick the confirmation value, select the vendor, and process. A match under the auto-confirm threshold, which defaults to 80, goes to the review queue.

  1. 1Open Organization Settings, then Reconciliation. Turn on Enable CSV upload reconciliation and set the auto-confirm threshold. It defaults to 80.
  2. 2Upload CSV. Choose file accepts.csv,.xls, or.xlsx up to 10MB. Only the first sheet is processed.
  3. 3Map Rep email (CRM user, exact match) and Status / confirmation. For location map Address as a full line, or Street, City, State, and ZIP. Do not map both styles.
  4. 4Choose the confirmation value, select the vendor, and process. Results tally confirmed, review queued, unmatched, error, and duplicate.
  5. 5If no won deal qualifies, Knockdesk can create one when an active closed-won outcome stage exists. If it cannot, the row errors and no commission is written.

The hold

Use disputes and reversals when Friday's file is wrong

Disputes and reversals live on Sale confirmation. Dispute sets Under dispute and leaves the ledger as it is. The line drops out of totals until you resolve it. Void, when a commission row exists, writes a reversal of that amount times negative one. Only an admin disputes and voids. A voided sale cannot be disputed.

  • Dispute

    Sets Under dispute and leaves the ledger as it is. Needs a reason. Totals exclude the line until you resolve it.

  • Resolve by confirming

    Restores the sale to confirmed. The hold ends. Totals include it again.

  • Void and reversal

    Stores a reason. When a commission row exists, it writes that amount times negative one. It cannot run twice.

The report

Read vendor-level reports from the same seat

Vendor-level reports sit on Analytics, then Compensation. Filter the file by vendor. Each rep row can show a vendor breakdown of net, plus confirmed sales, gross, reversals, and net. Export writes PDF, Excel, or CSV. That is a file you download. The sample week on this page is 82 knocks, 11 appointments, and 9 recorded talks. That week is a sample, not a customer result.

This week

Sample

Knocks

82

+6 vs last week

Appointments

11

+2 vs last week

Recorded talks

9

Same week

Related

Related pages

FAQ

Frequently asked questions

What is software for door to door dealers in Knockdesk?

Software for door to door dealers here is one vendor per turf, vendor rates, a vendor-file match, disputes and reversals, and vendor-level reports. Knockdesk is field sales software. A sheet that guesses the rate is not that desk.

What is multi-vendor commission tracking here?

Multi-vendor commission tracking is a rate per vendor, a default organization rate when that vendor has none, a vendor-file match on won deals, and vendor-level reports you can filter. Confirmation never invents a rate.

What is authorized dealer sales software on this desk?

Authorized dealer sales software here keeps one vendor on each turf so the authorized line and the pay stay on the same doors. The admin sets the vendor rate. The file confirms the won deal.

How does one vendor per turf work?

When you cut turf inside a territory, you put one vendor on that turf. The product and the pay stay attached to that work. If a pin has more than one vendor, the rep picks who they knocked for.

How do disputes and reversals work?

Dispute leaves the ledger as it is and excludes the sale from totals until you resolve it. Void, when a commission row exists, writes a reversal of that amount times negative one. Only an admin disputes and voids.

Which plan includes dealer pay?

Full desk is the only Knockdesk plan. It is Full desk. A free trial is not open.

The file

Bring Friday's vendor sheet.

We will put one vendor on a turf, match a file row, and leave a missing rate empty. Full desk is on the pricing page. A free trial is not open.

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