# Open field sales operations software on the roster

Field sales operations software is how a manager sees who is on the roster, where onboarding stands, and which report already emailed a file. Knockdesk is field sales software for that desk. It is the operations view of a crew that already knocks, not a job posting.

## Sales operations software for field teams opens on who is actually listed

A manager opens the roster and sees the people on it: name, turf, whether they are active, and the knocks they logged. Turf is the pack cut inside a territory you already drew. New turf cannot overlap turf already cut. The roster is that list of people and the turf they hold.

**Who is listed.** Name, turf, and active or not. A manager sees the people on the roster for the teams they can open.

**What they logged.** Knocks, talks, and appointments sit on the person. The list is the crew, not a chat that still tags last season.

**The turf.** Each person can show the turf they hold. A new turf has to sit inside the territory and cannot overlap turf already cut.

## Onboarding state is visible, and it does not block a knock

Onboarding state is Not started, In progress, Completed, or Manually Completed. My Onboarding stays in the sidebar until Completed or Manually Completed. The product does not block a knock from that list. A contest can still require finished onboarding before someone is eligible to join.

| State | What the manager can trust |
| --- | --- |
| Not started | The template is assigned and the work has not begun. Knocks are still allowed. |
| In progress | My Onboarding is still in the sidebar. Required tasks can stay sequential. Knocks are still allowed. |
| Completed | Required tasks are done. My Onboarding hides. |
| Manually Completed | An admin marked the assignment done. My Onboarding hides. |
| Contest eligibility | A game can require finished onboarding. That gate is who may join the game. It is not a lock on the knock. |

## A scheduled report emails an export

Operations needs the file, not a second product kept in sync. Save a report, export it, or schedule it. Recipients get the export by email. Import and export on this desk stay import and export.

1. Open Analytics. Dashboard is first. Admins and sales managers can open Explorer, Reports, and Schedule when those tabs are on the seat. If they are locked, stay on Dashboard.
2. In Explorer, save the query as a report. Reports stays empty until a report exists.
3. Export the report as PDF, Excel, or CSV, then download the run.
4. Or schedule that same report daily, weekly, or monthly. The run emails the file to the recipients you set.
5. Read the file. The desk does not keep another product in sync.

## Idle minutes and utilization rate sit next to the roster

Capacity analytics can show idle minutes and utilization rate. The Rep Utilization Report reads clocked time, active time, break, idle, and utilization by rep. Clocked In and Knocking remain shift states. They are not a second hours column standing in for that rate.

## Related pages

- [Open the manager desk](/for/sales-managers): Rep 360, the live crew, and the contests a manager runs sit on the sales manager page.

- [Open the rep desk](/for/sales-reps): The phone at the door, offline knocks, and confirmed-sale earnings sit on the rep page.

- [Read Full desk pricing](/pricing): Full desk is on the pricing page. A free trial is not open.

- [Browse the feature list](/features): Territory, tracking, onboarding, and reports are on one feature list.

## FAQ

### What is field sales operations software in Knockdesk?

Field sales operations software here is the roster, onboarding state, scheduled reports that email an export, and capacity analytics. Knockdesk is field sales software. It is not a job posting.

### What does sales operations software for field teams show on the roster?

A manager sees who is on the roster: name, turf, whether they are active, and the knocks they logged. Turf is the pack inside a territory already drawn.

### Does onboarding block knocks?

No. Onboarding state can be Not started, In progress, Completed, or Manually Completed. My Onboarding stays up until it is finished. The product does not block a knock from that list.

### Can contest eligibility require finished onboarding?

Yes. A game can require finished onboarding before a person is eligible to join. That is contest eligibility. It does not block a knock.

### Does a scheduled report email an export?

Yes. Schedule a saved report daily, weekly, or monthly as PDF, Excel, or CSV. Recipients get the file by email. You can also export and download a run. The file does not keep another product in sync.

### Can the desk show idle minutes and utilization rate?

Yes. Capacity analytics can show idle minutes and utilization rate. The Rep Utilization Report reads idle and utilization by rep. Clocked In and Knocking are shift states, not that rate.

### How much does Knockdesk cost?

Full desk is on the pricing page. A free trial is not open.