Canvassing
Knock every door. Lose none of the yeses.
Canvass a street for new window cleaning customers on your phone: record each door with one tap, quote on the doorstep, and keep every yes and call-back until it is a booked clean on your round.
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Watch how managing canvassing works
A short narrated walkthrough, with captions, of canvassing in TradeYoke.
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Canvassing in TradeYoke: a walkthrough for window cleaners
Canvassing in TradeYoke is a door-by-door recorder built into the window cleaning module. Open a street, tap each door as you knock, and every yes becomes a lead you can quote and book straight onto your round. It replaces the clipboard, the scribbled leaflet and the memory of which houses were not in.
Most canvassing is lost afterwards, not at the door: the yes that never got a quote, the not-home you meant to try again, the street you walked twice. TradeYoke keeps all of it in one place, with the streets on a map and a return list that shows up on your round when you are on that street. Add the neighbours of customers you are already cleaning for, and one street becomes the next.
How it works
Three steps from a knock to a booked clean
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Open the street and knock
Open the street on your phone and tap each door: Yes, Quote given, Not home, Leaflet left, Call back or Not interested.
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Price it, and the yes becomes a lead
Tap a price on the doorstep. A yes becomes a lead you can quote and book straight onto your round.
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Work the return list
Call-backs, not-homes and yeses waiting for a quote are kept, and show on your round when you are on that street.
What it does
Canvassing in TradeYoke
Record each door in one tap
Open a street and tap a door: Yes, Quote given, Not home, Leaflet left, Call back or Not interested.
A yes becomes a lead
Tap a price on the doorstep and a yes becomes a lead you can quote and book straight onto your round.
Plan on the map
Draw round the streets with your finger and see every road coloured by progress.
Give a patch to your team
Hand a drawn area to someone on your team, so two people never knock the same road.
A return list that follows you
Yeses waiting for a quote, call-backs and not-homes, shown on your round when you are on that street.
Neighbours, offered for you
Leaflet next door in one tap, or text your customer their referral link. A booking from a referral credits them.
Quote now or quote later
Give a first-clean and a regular price at the door, or take the details and photos and quote from the office.
They said yes, in one tap
Accept the quote and book it onto the round, at the first-clean price and then the regular price, credited to the canvasser.
A Canvasser role
Canvassers see their own work only, never your round, customers, jobs or takings.
Clock on and see earnings
Clock on and off, and see today's and this week's doors, yeses, quotes, wins, hours and pay.
Pay schemes
A percentage of jobs won, a flat amount per yes, quote or win, hourly pay, or a mix, dated so old earnings keep their rate.
Team summary with CSV
Who brought in what for any week or month, ready to export for payroll.
On the map
Plan the patch and see the progress
Draw round the streets with your finger and every road is coloured by progress. Give the patch to someone on your team, mark a whole road done, or set an area aside, such as flats or a no-cold-calling street, and undo it if you change your mind.
Quote now
A price at the door, with a first clean and a regular price
On the doorstep the road and number are already filled in. Add a name, a mobile number or an email, a first-clean price and a regular price, and how often it is cleaned, then save. TradeYoke links or creates the customer, files the lead in the canvasser's name and writes a real quote: the first clean, then the regular clean every few weeks.
Then text it to them there and then, with an exact preview, or email it.
Quote later
Not the right moment? Take the details and a few photos
If the price needs a proper look, take the details, a pencilled price and photos or a short video on the spot. The door reads Quote to follow, and the office sees it under To quote, with Google Maps and Street View links for the address, and writes the quote from it already filled in.
They said yes
One tap puts them on the round
The Quotes tab lists every doorstep quote under To quote, Waiting, Accepted and Declined, with who canvassed it. When a customer says yes, tap They said yes, choose how they said it (text, call, email or in person) and the first-clean day, and the quote is accepted and booked onto the round: the first visit at the first-clean price, then the regular price every few weeks. The customer and the job are marked Canvassed by the canvasser.
Pay schemes
Pay a canvasser the way you have agreed
Set a pay scheme on the canvasser's team record: a percentage of each job won, flat amounts for each yes at a door, each quote given or each job won, an hourly rate while they are clocked on, or a mix. Schemes are dated, so a change applies from its date and earlier earnings keep the rate they were earned at.
Their own progress
Clock on, and watch the day's pay add up
A canvasser can clock on and off from the canvassing screen. Their own Your progress card shows today and this week: doors, yeses, quotes, jobs won, hours and earnings, with earnings marked provisional until the first clean is done. The Canvasser role sees canvassing and their own doorstep quotes, and nothing of your round, customers, jobs or takings.
For the owner
Who brought in what, with a CSV for payroll
The Team tab gives you a summary for this week, this month or any dates you pick: doors, yeses, quotes, jobs won, hours and confirmed and provisional earnings for each canvasser. Export it as a CSV for payroll. You see everyone; each canvasser sees only their own.
Más pantallas, tal como se ven hoy
The details
Also worth knowing
- Mark a whole road doneFinished a road? Mark all of it done in one go, and undo it if you got ahead of yourself.
- Set an area asidePut flats or a no-cold-calling area to one side so you do not waste a morning on it, with undo.
- See your canvassers on Live MonitoringLive Monitoring shows each canvasser's position, street, doors knocked and yeses.
- Location only when it is usefulA canvasser's location is sent when they record a door and every 10 minutes (configurable), never continuously.
- One record from knock to cleanThe door, the lead, the quote and the booked clean stay linked, so you can see where every yes ended up.
- Two prices on one quoteA first-clean price, then a regular price every few weeks, kept as separate lines on one quote.
- Credit where it is dueThe customer and the job are marked Canvassed by the person who won them.
- Earnings marked provisionalPay shows as provisional until the first clean is done, then it is confirmed.
- Free to tryThirty days of Essentials free, no card. See the pricing page for the plans.
Questions
Asked about canvassing
What is the best app for canvassing a window cleaning round?
TradeYoke has canvassing built into its window cleaning module. You open a street, record each door with one tap (Yes, Quote given, Not home, Leaflet left, Call back or Not interested), and a yes becomes a lead you can quote and book onto your round. Canvassing arrived in TradeYoke release 0.3.46.
How do I record doors without paper lists?
Open the street in TradeYoke on your phone and tap each door as you knock. Tap a price on the doorstep and a yes becomes a lead you can quote and book straight onto your round. The not-homes, call-backs and yeses waiting for a quote are kept on a return list.
What happens to doors where nobody was in?
They go on your return list, along with call-backs and yeses still waiting for a quote. When you are on that street on your round, TradeYoke shows you the doors to go back to.
Can I split a canvassing patch between my team?
Yes. Draw round the streets with your finger, see every road coloured by progress, and give the patch to someone on your team. You can mark a whole road done, or set an area aside such as flats or a no-cold-calling street, and undo either.
Does TradeYoke track my canvassers all day?
No. Live Monitoring shows a canvasser's position, street, doors knocked and yeses, but their location is sent when they record a door and every 10 minutes (configurable), never continuously.
How do neighbour referrals work?
While you are cleaning, TradeYoke offers you the neighbours. Leaflet next door in one tap, or text your customer their referral link. A booking that comes from a referral credits the customer who referred it.
Which trades is canvassing for?
Canvassing is part of the window cleaning module, where a clean on a street is easy to sell to the houses either side. See the pricing page for which plans include it.
What does it cost to try canvassing?
Thirty days of Essentials free, no card. Start on the web and add the phone app when you are ready. See the pricing page for the plans after that.
Can I give a window cleaning quote at the door?
Yes. In TradeYoke, canvassing lets you quote on the doorstep: the road and number are filled in, you add a name and a mobile number or email, a first-clean price and a regular price, and save. TradeYoke links or creates the customer, files the lead in your name, writes the quote and lets you text or email it there and then.
What if I cannot price it at the door?
Take the details, a pencilled price and photos or a short video on the spot, and quote later. The door reads Quote to follow, and the office sees it under To quote with Google Maps and Street View links and writes the quote from it, already filled in.
How does a doorstep quote become a booked clean?
On the Quotes tab, tap They said yes, choose how they said it (text, call, email or in person) and the first-clean day. TradeYoke accepts the quote and books it onto your round: the first visit at the first-clean price, then the regular price every few weeks, with the customer and job marked Canvassed by the canvasser.
How do I pay a window cleaning canvasser?
In TradeYoke you set a pay scheme on the canvasser's team record: a percentage of each job won, flat amounts for each yes, quote given or job won, hourly pay while they are clocked on, or a mix. Schemes are dated, and you can export a team summary for any period as a CSV for payroll.
Can a canvasser see my customers and takings?
No. TradeYoke has a built-in Canvasser role that sees canvassing and their own doorstep quotes, and nothing of your round, customers, jobs or takings. You, as the owner, see everyone.
Can I see what each canvasser brought in?
Yes. The Team tab shows this week, this month or any dates you pick: doors, yeses, quotes, jobs won, hours and confirmed and provisional earnings for each canvasser, with an Export CSV button.
Do canvassers clock on and off?
Yes. A canvasser clocks on and off from the canvassing screen, and their own Your progress card shows today and this week: doors, yeses, quotes, jobs won, hours and earnings. Earnings stay provisional until the first clean is done.
Is there a video of canvassing in TradeYoke?
Yes. The walkthrough at the top of this page shows canvassing from the first door to the quote, and there are narrated walkthroughs for thirteen workflows in all, including quotes, the round and getting paid. Doorstep quoting and canvasser pay arrived in TradeYoke release 0.3.47.
Try canvassing on your own work
30 days of Essentials free, no card. Import your customers and see it against a real week.