A canvassing tool that hands off to a CRM is a canvassing tool that stops mattering the moment the door closes.
Door-to-door canvassing apps are good at the door and go quiet after it. A lead gets created somewhere else, and whether it ever became a sale — let alone an installed, paid job — is a question the canvassing tool was never built to answer. That's the gap every canvassing platform on the market shares, and it's the reason canvassing and sales performance end up tracked in two places that don't agree.
SolarProjeX doesn't have that seam, because there's no handoff to make. A rep's knock creates a lead in the exact same pipeline the office already works — same stages, same board, same rules. A rep who taps the map creates or reuses a property (deduped by address, not by another spreadsheet), logs a disposition, and — when the homeowner is worth a callback — answers five qualifying questions at the door: owns or rents, roof age, what they're actually interested in, their monthly bill, and the best time to reach them. All of it lands in the lead's notes as a call opener, so whoever picks up the phone isn't starting cold.
Because the knock and the sale live in one system, commission can be computed on what actually happened — not on what was set. The canvasser is paid when the appointment they set actually sits, plus a bonus if it sells; the closer is paid on the real sale, on either a red-line-plus-share structure or a flat rate per watt, with batteries always a flat amount. Nothing is earned until the job is marked installed, so a cancellation before installation never becomes a clawback to chase down — it simply never accrued.
What it does, point by point
- Field app with a real map, GPS-dropped or address-typed properties, deduped automatically
- Fast disposition logging — contact result, interest level, next step — in a few taps
- Five-question qualification at the door, written straight into the lead as a call-opener
- Every lead created in the field runs through the SAME pipeline the office already uses — never a second one
- Reps see their own leads and outcomes; the office approves any edit a rep requests from the field
- Commission on the closer's actual sale — a red-line-plus-share or a flat rate per watt, batteries always flat
- Commission on the canvasser's actual sit, plus a bonus when their appointment sells and installs
- Nothing is earned until the job is marked installed — no clawbacks, because nothing accrued early
- Day, week and month production tracking per rep, plus a live leaderboard
- A built-in training academy — objections, qualifying, compliance and a four-day field certification a manager signs off