Before you start
- The account owner, for drawing areas and adding reps. Drawing areas needs a computer; reps can work from a phone browser.
- Your reps added under Team Members. Every active team member appears in the Door to Door roster.
- Optional: Google Calendar connected, so booked appointments are added to it.
How to run Door-to-Door Roofing Sales in Roof Manager, step by step
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Step 1: Open Door to Door
Press Door to Door in the sidebar (under Tools). On a computer you get the full manager view with Live, Areas, Doors, Leads and Leaderboard. On a phone you get the rep view: a Today screen, then the knocking map.
What happens next
Door to Door is included with every account. Only the price-at-the-door estimate needs the Instant Estimator subscription.
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Step 2: Draw an area (owner, on a computer)
- Draw the boundary
- Assign reps
- Save the area
Press + New area and click the map to drop corners around the streets you want worked. Close it by clicking the first corner, pressing Enter, or pressing Finish area. Name it, pick the reps under Assigned reps and a colour, then press Create area.
What happens next
The area appears on every rep’s map. A rep set to “Assigned only” sees only the areas assigned to them; everyone else sees all areas. Nothing stops two areas overlapping, so plan the boundaries yourself.
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Step 3: Add reps and set what they can see
Reps come from Team Members: invite someone there and they appear in the Door to Door roster. Use Add rep or Edit rep to set their role (salesperson, manager, or door knocker only) and their Area visibility: All areas or Assigned only.
What happens next
A door knocker only is always limited to assigned areas. Managers can see and assign every booked appointment, not just their own.
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Step 4: Knock and set a status on each door
- One status per door
- What they said
On the map, tap the house you just knocked. Pick one status: Yes, Appointment, No, No answer, Come back, New Roof, Renter or Do not knock. Use Note to record what the homeowner said.
What happens next
The door saves with your name as the first knocker and takes its status colour on the map. Without signal, statuses and notes are kept on the phone and sent when the connection comes back. Teammates see your doors the next time their map reloads; it is not a live feed.
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Step 5: Give a ballpark price at the door (optional)
If you have the Instant Estimator subscription, press $ Estimate, choose how steep the roof looks, and Roof Manager returns a ballpark replacement range from your own price tiers, with the approximate roof size.
What happens next
This is a quick ballpark, not a measurement report: the pitch is the rep’s pick and nothing is traced. Order a report before you quote the job.
Note
If no number comes back (a tap on the road, a very large building), the popup says why and offers to book an inspection instead.
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Step 6: Book the inspection on the doorstep
- Pick an open slot
- Book — creates the lead
Press Appointment on the door (or Book in the side panel). Enter the homeowner’s name and phone, pick a day and a 30-minute slot, add a note, and press Book it. Times already taken are greyed out.
What happens next
The door turns to Appointment booked, a lead is created in the Leads board in its Appointment stage with the address, contact details and notes, the owner gets an email, and the appointment goes on your calendar (and Google Calendar, if connected). Nothing is sent to the homeowner automatically.
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Step 7: Review the day on the leaderboard (owner)
On a computer, open Leaderboard and choose Today, 7 days, 30 days or All time. Each rep shows doors knocked, Yes, appointments, No, No answer, conversion (Yes ÷ knocks), pins placed and leads booked. The Live view shows today’s totals and when each rep last knocked.
What happens next
The leaderboard refreshes about once a minute while it is open. It counts door activity; it does not track closed sales.
Good to know
A lead is created only by a booked appointment
Yes, No answer and the other statuses stay on the map. Only booking an appointment creates a lead in Leads.
Areas are drawn, not imported
There is no selection by postal code, and Roof Manager does not fill an area with addresses for you. Door counts only include doors someone has tapped.
No live location tracking
A rep sees their own position on their map. Roof Manager does not record reps’ locations or routes.
The doorstep estimate is a ballpark
It is a price range from your tiers and an approximate size, not a traced report. Quote from a measurement report.
Troubleshooting
A rep can’t see an area
Check the rep’s Area visibility. “Assigned only” reps see only areas they are assigned to; assign them in the area’s settings.
A new rep isn’t in the roster
Reps come from Team Members. Invite them there first and make sure they are active.
Appointment says the time is taken
That slot is already booked on your calendar, in Leads or on Google Calendar. Pick another time.
Teammates’ doors aren’t showing
Doors load when the map opens and after you save a door. Reload the page to pull in what teammates logged since.
$ Estimate asks for a subscription
Doorstep estimates are part of Instant Estimator. Without it, Door to Door still works; book the inspection and order a report instead.
What happens next
A booked appointment becomes a lead in Leads. After the inspection, order a roof measurement report for the property and build the proposal from it.
Door-to-door and leads in the roofing CRMInstant Estimator for doorstep pricesGoogle Calendar integration
Canvass door to door: questions
How does Roof Manager door-to-door work?
The owner draws areas and adds reps; reps tap each house to set a status, add notes and book inspections. Booked inspections become leads in the Leads board.
What do the door statuses mean?
Yes (interested), Appointment (booked), No (not interested), No answer, Come back, New Roof (recently replaced), Renter and Do not knock. No answer and Come back doors are grouped as follow-ups.
When does a door become a lead?
When an appointment is booked on it. The lead lands in the Leads board in the Appointment stage with the homeowner’s details and notes.
What does the leaderboard track?
Doors knocked, Yes, appointments, No, No answer, conversion, pins placed and leads booked, per rep, for today, 7 days, 30 days or all time.
Does it work on a phone?
Yes. Reps knock, log and book from a phone browser. Drawing areas and the leaderboard are on a computer.
Does it sync with Google Calendar?
Booked appointments are added to Google Calendar when it is connected. Changes made in Google do not update the appointment in Roof Manager.