Knock on doors with Door to door

Door to door is a map for selling in a neighbourhood. You log what happened at each door in a couple of taps, get a reminder to come back, and book a job on the spot when someone says yes.

Open Door to door

1. Tap Sales → Door to door.
2. Allow Quoti to use your location. The map opens where you are and shows the doors you've knocked and your clients within about 1.2 km (0.75 mile).
3. The top of the screen shows your count for today: doors, talks and leads. If you move the map to another street, tap Search this area.

Log a door

1. Tap Knock here to use your GPS position. You can also tap Pick on map, move the map so the door is inside the circle, and tap Use this spot, or tap a pin on the map.
2. Check the card. For a new door, the address is filled in from GPS and you can correct it. For a door you visited before, you see when to come back and your last note.
3. Pick what happened: Not home, Not interested, Come back, Interested or Closed.
4. Tap Save. The map shows "Saved:" with the outcome and the street.

Come back sends you a push notification at the same time tomorrow: "You asked to come back to this door." Saved the wrong outcome? Save again within 15 minutes and Quoti corrects that knock instead of counting a new one.

Tell Quoti Ai what happened

Before you tap Save, you can fill in Tell Quoti Ai (optional). Type, or tap the mic on your keyboard and talk, for example: "Marie, 450-555-1234, wants windows and gutters, about $320, come back Saturday morning."

Quoti Ai then logs the knock, adds or updates the client, and sets a reminder for the time you said. When it writes a text for the client, the card reads "Saved. Quoti Ai is writing a text for you to approve…". Tap Review the text to check it and send it, or Open client to see the client.

Book a job at the door

1. Tap Closed.
2. If the door isn't a client yet, fill in First name, Last name, Phone and Email (optional).
3. Tap Book job. Quoti saves the sale and opens New job with the client and address filled in.
4. Add the details and tap Create job.

Sell the open time next to your crew

When one of your crews has a job close by, the card shows CREW NEARBY with that visit. It may offer a Before or After time. Tap one: the button becomes Book job with that time, and the new job gets the same crew.

At the top of the map, Crew nearby jumps the map to your crews' upcoming stops, so you can knock around them.

Tips

• Keep the phone's location on while you walk, so Knock here finds the right address.
• Check the address on the card before saving: GPS can be a few metres off.

Related articles

• Track your leads in the Sales tab
• Create a job
• Tell Quoti what happened after a call
• Add a client and their properties