Getting started

What SolarKnock is, installing it, joining your team and who can do what.

• What is SolarKnock?SolarKnock is a map-based app for door-to-door solar sales teams. Here is what it's for and what each tab does.
• Install SolarKnock on your phoneOpen SolarKnock in your phone's browser, add it to your home screen, and turn on location and microphone access.
• Join your team and sign inCreate your account with the invite code from your manager, sign in with a password or an email link, and join another organization.
• Roles and permissionsWhat Sales Reps, Managers and Administrators can each do, and how the Closer and Setter assignments fit in.

Map and knocking

The map, logging a knock, leads from the door, solar estimates.

• Using the mapFind your way around the Map tab: houses, knock pins, lead markers, the locate button, city search and the map controls.
• Logging a knockTap a house, pick what happened at the door, add a note, and fix or delete a knock you logged by mistake. Includes every pin color.
• Creating a lead from the mapTurn a good door into a lead or an appointment straight from the house's card, and see how every lead gets its own pin on the map.
• Solar estimatesRun a roof-based solar estimate for a house: system size, panels, production, cost before and after the tax credit, savings and payback.
• TerritoriesDraw territories on the map, assign them to reps, and track them on the Team tab. Reps see their territories as pink outlines on the map.

Leads and appointments

Working leads, booking appointments, closers and setters, Google Calendar.

• Working with leadsFind and update leads on the Leads tab: statuses, Reason, Nurture, notes, attachments, Qualified and lifecycle milestones.
• Booking appointmentsBook, change and archive appointments, check when a closer is free, and use the Schedule tab's calendar and list.
• Closers and settersWhat setter and closer mean, how to assign or clear them on a lead or appointment, and how admins review every change.
• Connecting Google CalendarConnect your Google Calendar so your appointments appear on it and your busy times count when someone books you.
• CommissionSee your commission on the My Leads view, read each deal's split, and record commission rates and notes.

AutoKnock

Record your walk, review what the app heard, submit your day.

• How AutoKnock worksAutoKnock logs your walk and records the doorstep, then proposes knocks, leads and appointments for you to review and submit.
• Getting the best results from AutoKnockSay the house number, then the outcome. Keep the screen on, and log things by hand whenever you like; nothing is counted twice.
• Reviewing your AutoKnock dayFind the days with work left, check what the app heard at each door in Quick Review, then approve and submit.
• Reviewing a rep's AutoKnock dayAdmins and managers can open any rep's AutoKnock days to listen, read transcripts and see what was submitted, without changing anything.
• AutoKnock audio, privacy and consentHow long AutoKnock keeps audio, how to keep a recording longer, who can listen, where recordings are processed, and the consent notice.

Stats and team

What every number means, and the leaderboard.

• What the numbers on Stats meanHow Doors, Convo Pins, Leads, Appts, Deals, hours and the rates are counted, which period they cover, and who sees whose numbers.
• The Team tab and the leaderboardHow the leaderboard ranks your team, how to change the period and sort it, and what managers see on the Territories view.

Admin

Members and roles, organization settings, integrations and the API.

• Manage team membersInvite people with your organization's codes, approve requests, change roles, turn Closer on or off, disable members and reset passwords.
• Organization settingsChange your organization's name, solar estimate settings, the Qualified wording and commission rates, and manage territories.
• SitePilot sold-deal syncConnect SitePilot so SolarKnock marks leads Won or Canceled when their address matches a SitePilot project, and shows sold houses on the map.
• The Reporting APIConnect your own systems to SolarKnock with an API key. Admins create keys on the Profile tab; developer docs are at solarknock.com/api.

Troubleshooting

Fixes for common problems, and how to reach us.

• Fixing common problemsQuick fixes for a blank screen, a missing tab bar, wrong location, microphone or recording problems, calendar sync and signing in.
• Contacting supportEmail support@solarknock.com, and include your organization, the screen, the time and a screenshot so we can find the problem fast.