Operating system
Standard procedures for every canvass
A structured repository of SOPs, field playbooks, manager checklists, and proposal templates for running a door-to-door exterior cleaning sales operation consistently.
Resource library
Organized by how the work gets done
Each category keeps procedures, checklists, and templates in one place so representatives and managers can find the right document quickly.
SOPs
Standard operating procedures
Step-by-step routines for daily canvassing, door approach, and estimate handoffs, with version tags so every team works from the current document.
Playbooks
Field playbooks
Practical guidance for territory setup, neighborhood coverage, and route planning, written to be used directly in the field each day.
Checklists
Manager and field checklists
Equipment readiness, crew dispatch, and end-of-day close-out checklists that help supervisors confirm each step is complete before the day ends.
Management procedures
Daily accountability, built into the routine
Every canvassing day opens with a pre-canvass huddle to confirm territory assignments, scripts, and equipment. Each day closes with an end-of-day debrief that reviews doors knocked, conversations held, and estimates booked against the plan.
Quality controls run alongside both routines. Managers review estimate handoffs for completeness, follow up on open items, and record coaching priorities so that field accountability stays consistent across every crew and territory.