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Find it. Knock it. Track it. Close it.
Version
Work status
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.

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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Company configuration
Choose which of your available modules are currently in use. Your SaaS administrator controls which modules are available to your company.
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
A live summary of canvassing activity and lead data.
Visit outcomes
Vehicles
Company access
Only users belonging to this company are shown.
Current team
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Team communication
Send announcements, motivational messages, or messages that must be acknowledged before the app can be used.
Required messages show acknowledgement progress.
No messages yet.
Team schedule
See upcoming appointments for the whole team.
Not connected
Each user connects their own Google Calendar. Appointments assigned to the connected user can then be added automatically.
Appointments are linked to properties and canvassers.
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Team development
Build ordered training modules and see each canvasser’s progress.
Lessons unlock in order. A module unlocks after the previous module is complete.
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Quick overview of module completion by canvasser.
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Company documents
Create and manage Letter-size visual forms for this company.
Create, edit and manage this company’s visual forms.
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Field team
Last reported location for each active canvasser. Green is recent, amber is getting stale, gray is offline or not reporting.
Active canvassers
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Canvasser productivity
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.
Timeline
Choose a date range to view activity.
Collector setup
Configure the observations and property information canvassers collect for this company.
Property setup
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
Configure the outcomes users can select when recording a visit.
Visit log
Inactive visit options disappear from Record Visit. Old visit history is never deleted.
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Lead ownership
Control lead ownership periods and commission sharing after protection expires.
Lead ownership
Control how long a canvasser owns a lead and how commission is shared after it becomes open.
Lead database
Filter company properties and export exactly what is displayed.
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Roles control what each user can do. Passwords are never stored in this table.
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.
Platform overview
EVRI configuration
Select an industry template to view or edit its configuration.
Customer accounts