KnockDesk

pool sales software

Pool sales software for service routes and new builds

You need pool sales software when new pool sales and recurring service are different work. Knockdesk is field sales software for both: a service visit is a route, and a new pool is a long cycle with a deposit. It does not track chemicals or carry an equipment catalog. This is not a water-treatment crew.

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Field activity

Sample

Today · North ridge

  • 418 Oak AveMaya Chen · 2:14 PMAppointment
  • 22 Harbor RdJordan Hale · 2:41 PMNot home
  • 90 Pine CtAlicia Brooks · 3:05 PMCallback

The route

How pool crews sell

Swimming pool door to door sales might book a new-pool sit or sell a service stop. A pool service canvassing app should not put both outcomes on one unlabeled stage.

  • Service route

    Stops on turf, with a weekly visit target. That is a route, not a build.

  • New pool

    A long cycle. The deposit is on the deal. The drawing is not.

  • Split

    Service and new-pool outcomes stay apart so pay does not mix.

The mix

Problems managers run into

The service tech and the new-pool rep share a map, and Friday pays the route like it was a build.

  • Route treated as a build

    A weekly stop looks like a high-ticket sale.

  • Deposit, no cycle

    The new-pool money is in and the permit or design wait has no follow-up.

  • Chemical list

    A jug count is not a Knockdesk screen. The visit still is.

  • Catalog quote

    Equipment choice stays with the rep. The desk logs the sit.

The desk

How Knockdesk is set up for this crew

Name outcomes for service stop, new-pool sit, deposit, and build complete. A manager names the stages. Not a preset. Territory, turf, one vendor, CSV or Excel import. Full desk is on the pricing page. A free trial is not open.

What a manager configures. Outcome labels are theirs to name.
PieceWhat the manager does
OutcomesService stop and new-pool sold must be different stages.
Territory and turfCut service turf as a route. Cut new-pool canvassing as its own pack.
VendorOne pool vendor on each turf, with the rate you saved.
No catalogImport addresses only. There is no equipment list and no chemical log.
Full deskFull desk is on the pricing page.

The talk

Coach the service stop and the new-pool sit

Consent before a file. Skip Recording still logs the stop. Paste into Coach. Six steps are scored. Chemical talk is not a product module.

  1. 1Ask whether they want service on an existing pool or a conversation about a new one.
  2. 2For service, book the route stop. For a new pool, book the sit and write the deposit step.
  3. 3Do not quote a chemical reading from Knockdesk. You did not get one.
  4. 4Recap that a new-pool cancel before the build has to be logged on that deal.

This week

Sample

Knocks

82

+6 vs last week

Appointments

11

+2 vs last week

Recorded talks

9

Same week

The season

A Marathon for the service route

Service visits fit a Marathon across the season. A new-pool desk might point a separate Achievement race at deposits that are still alive. An admin or sales manager makes each one live. Onboarding does not block knocks. Eligibility can require it. Territory War is admin-only, next to Sprint, Head to head, Team battle, Custom Team Challenge, Survivor, and Bracket.

  • Service

    Count completed stops on the route.

  • New pool

    Count deposits that still have a follow-up, if that is the rule.

  • Split prizes

    Do not put a route stop and a build on the same score by accident.

The deposit

Commissions, vendors, and service versus build pay

Confirm service and new-pool sales under the rule you wrote. A saved vendor rate, then the organization default. A new-pool residual pays only when a saved rate exists. A cancel before the build is a void.

How pay is written. Knockdesk does not invent a rate.
JobWhat Knockdesk does
Vendor rateConfirmation uses the rate saved on that vendor.
Organization defaultUsed only if the vendor rate is missing.
EmptyIf neither rate exists, the amount stays empty.
VoidA reversal is the existing amount times negative one.
DisputeThe line holds until confirm or void.
ResidualOnly from a rate already saved. The product will not invent pool residual.

The gate

Compliance for a pool crew

This is general information, not legal advice.

  • Service versus build

    Log the visit you actually made.

  • Chemicals

    Not tracked here. Do not imply a reading the desk does not store.

  • Recording

    Ask at the gate. A no skips the file and keeps the outcome.

  • Do Not Contact

    Off the knock list and out of coverage.

Related

Keep going from pools

FAQ

Frequently asked questions

What is pool sales software here?

It logs new pool sales and recurring service routes as different outcomes. Knockdesk is field sales software. It does not track chemicals or list equipment.

What is a pool service canvassing app?

A pool service canvassing app is the route: turf, stops, and a logged service visit.

How do swimming pool door to door sales split the work?

Service is a route. A new pool is a long cycle with a deposit. Give them different outcomes.

Is this the water-treatment page?

No. Water treatment is a different crew. This page is pools.

Will a service stop pay like a new pool?

Only if you confirm it that way. The rate still has to be one you saved. Knockdesk will not invent it.

How much does Knockdesk cost for a pool crew?

Full desk is on the pricing page. A free trial is not open. There is no second Knockdesk tier.

The route

Bring the service stop that got paid like a build.

We will split service and new-pool outcomes, cut both turfs, and walk a Marathon on the route. Full desk is on the pricing page. A free trial is not open.

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