How solar door-to-door teams run a live patch

Solar door-to-door teams need a live picture of sits, pitches, and Follow Ups across suburbs, not updates after the street is done. Pin each knock with outcome and GPS; managers see coverage and booked return sits while reps are still in the patch.

Solar-specific pains

Solar crews spread across streets with high variance: long pitches, booked return sits, and Follow Ups that must land on the right address. Without a shared map, managers discover gaps only when the day is over.

Double-knocks waste pitch time and annoy homeowners. Follow Ups trapped in personal notes do not survive handoffs between reps.

Workflow: knock → outcome → next street

At the door, log sit, pitch, not home, or Follow Up on the door with optional notes. GPS ties the knock to the address. On the map, teammates see what was already hit before they walk the next street.

When an Appointment is booked, the date and time stay on the door for whichever rep goes back, not a row in a manager's notebook.

Manager check-ins without the group chat

Instead of 'where is everyone?' texts, managers open the map mid-shift: coverage by suburb, outcomes accumulating live, and open Follow Ups visible before driving out to coach.

Follow Ups on the address

Solar Follow Ups fail when they live in SMS threads. Keep Appointments and Follow Ups on the door so any rep with the patch can action them with full context.