This guide walks through assigning areas to reps, managing active canvassing zones, tracking rep activity, and improving team efficiency using Roofing Redline's built-in tools.
🗺️ Step 1: Assigning Areas to Reps
Enter Area Mode
Tap the Map icon from the bottom menu.
If you’re in Knock Mode, switch to Areas Mode using the toggle at the top of the map.
Create a New Area
Tap Add Area.
Tap on the map to draw the area boundary (e.g., outlining a neighborhood).
Name the area based on:
The rep’s name
The neighborhood
Or any relevant label
Select:
The office
A color (optional, but helps with visual clarity)
Tap Save.
👥 Step 2: Assign Reps to the Area
After saving, the rep assignment screen will appear.
If you’ve chosen an office, you’ll see only reps from that office.
Tap All Reps to see the full rep list.
Select one or more reps to assign the area.
Tap the checkmark to confirm.
📩 Assigned reps will receive a notification that a new area has been assigned to them.
📲 Step 3: How Reps View Their Areas
Reps can find assigned areas by:
Opening the Map in Knock Mode.
Tapping the Layers icon at the top.
Selecting My Areas to see zones assigned to them.
Tapping an area to zoom in and begin canvassing.
✏️ Step 4: Edit or Rename an Area
As a manager:
Go back to Area Mode.
Tap an existing area.
You can:
Drag boundaries to adjust it
Rename the area
View activity logs
🔍 Step 5: View Knock Activity and Track Reps
Switch to Manager Mode
Tap the Home screen.
Toggle to Manager Mode at the top.
View Knock Logs
Tap on a calendar date to view knocks for that day.
Tap on a rep’s name to see their specific knock path.
Interpret the Knock Path
🟥 Red Line = Rep was not near the home when disposition was marked.
🟩 Green Line = Rep was on location (GPS-verified).
This helps with rep accountability and verifies real canvassing activity.
🏆 Step 6: Use the Leaderboard for Rep Performance
Tap the Trophy icon from the bottom menu.
Switch between views:
Today
This Week
This Month
Track:
Number of knocks
Appointments set
Deals Closed
This data supports team motivation and gives managers insight into individual and group performance.
🎯 Tips for Efficient Rep Management
Use colors to group reps visually.
Regularly check knock verification lines.
Encourage reps to monitor the leaderboard for healthy competition.
Update or adjust areas as new campaigns or locations emerge.
📞 Need Help?
If you have any questions about managing areas or reps:
📧 Email: [email protected]
🌐 Website: www.roofingredline.com
📞 Phone: 888-724-3477
We’re here to help your team canvass smarter and work more efficiently.