Property Data Collector

Canvasser Portal

Work status

You are signed off

Sign on to access maps and properties.

GPS access is required while you are signed on. You will be signed off automatically after 60 minutes without a location heartbeat.

Available while signed off

Find it. Knock it. Track it. Close it.
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Opening your map… Allow location access for the fastest workflow.
CalendarAppointments & follow-ups

Google Calendar

Not connected

Connect your Google account to automatically add appointments assigned to you. You can reconnect at any time if Google asks you to renew access.

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TrainingYour learning path

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Company Admin Dashboard
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Company configuration

Modules

Choose which of your available modules are currently in use. Your SaaS administrator controls which modules are available to your company.

Modules in Use

Turn a module off to hide it from the app and Company Admin navigation. You can turn it back on at any time.

Company overview

Dashboard

A live summary of canvassing activity and lead data.

Total PropertiesSaved leads
Vehicle LeadsAt least one vehicle
Active UsersEnabled accounts
Visits TodayLogged today
ConversationsLatest visit result
No AnswerLatest visit result
Owner DataTracerfy results saved
License PlatesSaved vehicle plates

Visit outcomes

Latest Status

Vehicles

Vehicle Mix

Company access

Add / Edit Users

Only users belonging to this company are shown.

Current team

Users

0

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Team communication

Messaging

Send announcements, motivational messages, or messages that must be acknowledged before the app can be used.

New Message

Recent Messages

Required messages show acknowledgement progress.

No messages yet.

Team schedule

Calendar

See upcoming appointments for the whole team.

My Google Calendar

Not connected

Each user connects their own Google Calendar. Appointments assigned to the connected user can then be added automatically.

Upcoming Appointments

Appointments are linked to properties and canvassers.

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Team development

Training

Build ordered training modules and see each canvasser’s progress.

Course Builder

Lessons unlock in order. A module unlocks after the previous module is complete.

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Team Progress

Quick overview of module completion by canvasser.

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Company documents

Forms

Create and manage Letter-size visual forms for this company.

Forms

Create, edit and manage this company’s visual forms.

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Field team

Where Are They Now?

Last reported location for each active canvasser. Green is recent, amber is getting stale, gray is offline or not reporting.

Active canvassers

Last Location

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Canvasser productivity

Pin & Visit History

Review pins dropped and properties visited. Timing is compared with the expected duration for each visit result, so No Answer is expected to move much faster.

0 activities
Pins dropped0
Visits logged0
Average between activity

Timeline

Activity

Choose a date range to view activity.

Collector setup

Property Fields

Configure the observations and property information canvassers collect for this company.

Property setup

Custom Property Fields

For PDR, use the Vehicles section for Sedan, SUV, Truck and other vehicle counts. Roofing companies can use sections such as Roof and Insurance.

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Visit log setup

Visit Options

Configure the outcomes users can select when recording a visit.

Visit log

Visit Options

Inactive visit options disappear from Record Visit. Old visit history is never deleted.

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Lead ownership

Lead Protection

Control lead ownership periods and commission sharing after protection expires.

Lead ownership

Lead Protection & Commission

Control how long a canvasser owns a lead and how commission is shared after it becomes open.

Lead ownership systemSwitch off to use normal shared leads with no ownership timer or commission split.

Lead database

View Leads

Filter company properties and export exactly what is displayed.

0 selected

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User ManagementAdmin only
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Users

Roles control what each user can do. Passwords are never stored in this table.

Add users

For v4, create the login in Supabase → Authentication → Users, then add the matching username and role to profiles. A secure in-app “Add User” button requires a server-side admin function, which we can add next.

SaaS AdminPlatform administration
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Platform overview

Dashboard

Companies
Active
Users
Properties
Lookups
Credits

EVRI configuration

Select Template

Select an industry template to view or edit its configuration.

Customer accounts

Select Company