Oak Ave install
$4,200
Jordan Hale
Won · pending review
Maya Chen · close Oct 18 · 6d in stage
how to verify sales rep visits
How to verify sales rep visits at the door
How to verify sales rep visits is to treat a knock at the door as the visit, because Clocked In is not Knocking and a knock not at the door stays unverified. Knockdesk field sales software holds that visit under the sales route planning pillar.
Book a Walkthrough- 1Have the rep clock in. The shift state is Clocked In. Clocked In is not Knocking.
- 2Use Auto-Clock when you want the shift to start as they start a route or start a knock.
- 3At the door, log the visit on the pin. That is the verified check in.
- 4If the knock is not at the door, leave it unverified. Log visit outside the knock radius still saves.
- 5Read Clocked In, Knocking, and the Unverified visit badge on any knock that was not at the door.
The gap
A clock-in is not a knock at the door
Verified check ins are visits logged at the pin. Auto-Clock can start the shift. It does not stand the rep at the door. A manager who treats Clocked In as Knocking will count a drive as a visit. A knock not at the door is unverified, and the visit can still remain on the pin.
Clocked In
Clocked In means the shift started. It does not mean a door was knocked.
Auto-Clock
Auto-Clock can clock the rep in on a route or a knock. The visit is still a separate log on the pin.
Off the door
A knock not at the door is unverified. Log visit outside the knock radius still saves, with an Unverified visit badge.
The badge
You read the shift state and the visit. An unverified knock stays on the pin with that badge.
The visit
Fair monitoring of the knock they logged
The phone tells the rep that location is on so a knock at the door can be verified while they are clocked in. A manager reads Clocked In, Knocking, and an unverified visit that was not at the door. That is fair monitoring, not covert surveillance. The deal you review still starts as that visit. Full desk is on the pricing page. A free trial is not open.
Deal
Sample
Related
Keep going from this visit how-to
- Sales route planning
The pillar for the route the verified visit sits on.
- Sales rep tracking
The live shift, Clocked In versus Knocking, and an unverified streak.
- Field sales time tracking
The GPS clock and Auto-Clock, which still do not replace the knock.
- Door to door sales laws
The laws hub for the visit, separate from how the desk marks a knock unverified.
- Set the weekly visit target
Count visits you can verify, not a clock-in with no door.
- Get the knock onto the pin
Log the visit before the rep leaves the door, including offline.
- Field sales guides
The hub this how-to opens from.
- Knockdesk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
How to verify sales rep visits?
Read the knock at the door. Clocked In is not Knocking. A knock not at the door is unverified.
What are verified check ins?
Verified check ins are visits logged at the pin. A knock not at the door stays unverified.
What is Auto-Clock?
Auto-Clock can clock the rep in when they start a route or start a knock. It does not replace the visit log.
Is Clocked In the same as a verified visit?
No. Clocked In is the shift. A verified visit is a knock at the door. A knock not at the door stays unverified. That is fair monitoring, not covert surveillance.
Does an unverified visit get deleted?
No. Log visit outside the knock radius still saves. The badge is Unverified visit.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The door
Bring the visit you could not trust.
We will read Clocked In against Knocking and leave a knock that was not at the door unverified. Full desk is on the pricing page. A free trial is not open.
Book a Walkthrough