Knox help center

Getting started

1. Book a demo. We set up your company with you and load the parcel data for your area.
2. Your admin signs in at app.knoxdoor2door.app from the invite email and sets a password.
3. The admin invites the team and sets each person’s position (see below).
4. Everyone installs the Knox iPhone app. During the beta, we send TestFlight invites to the Apple IDs you give us.
5. On first launch, each person signs the terms, privacy policy and location consent, then the map opens.

For admins

Admin

Invite people and set positions

1. In the dashboard, open Users and click Invite.
2. Enter their name and email and pick their position. They get an email to set a password.
3. To change a position later, open the person’s menu in Users. Only admins can make someone a manager or admin.

Name your positions

In Settings → Position names, type what your company calls each position, like Setter or Closer. Leave a box empty to keep the default. Names change everywhere; permissions don’t.

Set your handoff steps

In Settings → Handoff steps, add the steps a lead goes through after the canvasser sets it, in order, like Inspection then Close. Give each an accept time, or leave it blank to use the team default. With no steps, each lead goes to one closer.

Connect your tools

• Google Sheets: paste the sheet ID from its URL in Settings → Integrations, and new leads appear as rows.
• Google Calendar: each person taps Connect Google Calendar in the app.
• JobNimbus: email support and we’ll connect your account.

Billing and your data

Settings → Billing shows your plan and active users. Use it to add or update the card, see invoices or cancel. Export all data downloads everything as one zip.

For managers

Manager

Draw and assign territories

1. Open Territories, click Draw territory and outline the neighborhood on the map.
2. Name it and add the campaign or storm date. The homes inside are loaded from county records.
3. Pick reps and click Assign. Use Plan day to set tomorrow’s assignments.

Check the work

• Live shows everyone clocked in. Click a rep to follow them or see their day.
• Flagged knocks lists knocks that missed a check, with the reason and the evidence. Approve one with a reason if it was legitimate, or reject it to keep it out of the stats.
• Leaderboard ranks verified knocks; Audit log records sensitive changes.

Keep leads moving

In Leads, open any lead to see its step, who holds it and its history. You can reassign it or pass it to the next step. When a lead isn’t accepted in time, you get a push.

For closers

Closer · Project manager

Accept your leads in time

New leads arrive as a push and on your calendar. Open the lead and tap Accept before the countdown runs out, or your manager is alerted.

Pass a lead to the next step

If your company uses handoff steps, open the lead, choose who takes it in Pass to …, add a note for them and confirm. You can still see the lead afterward; they own it now.

Close it

Change the status to Sold and tap Scan contract to photograph the signed contract, or mark it Lost. Rate the lead’s quality so the canvasser knows how they did.

For canvassers

Canvasser · Setter

Start your shift

Tap Clock in. Knox tracks your location only while you’re clocked in, and the timer shows it’s on. Tap Clock out when you’re done.

Knock a door

1. Tap the roof of the house. The pin snaps to that address.
2. Walk up and tap Knock Door. Log knock unlocks once you’ve been at the door for 10 seconds.
3. Pick the result. For a lead, tap Create lead and fill in the homeowner and appointment. Use the microphone to dictate notes.
4. For “come back later,” tap Call back and pick the time. You’ll get a reminder.
5. Tap Next door to move on, and Done here when the territory is finished.

No signal?

Keep knocking. Knocks save on your phone and sync when you’re back online. Download the map for your area beforehand in Settings.

Common questions