Solar D2D CRM

Solar door-knocking CRM that proves every knock.

Assign territories, verify field activity with GPS context, preserve setter-to-closer notes, and move qualified homeowners from the street to proposal to install — without guessing what happened in the field.

GPS-verified knocksManager coverage mapField accountabilityAppointment proofDoor result timelineProposal follow-upProposal-to-install handoff
Actual ChosenCRM Solar Door Knocking Insights map screenshot
Manager map view Door Knocking Insights with the live coverage map component.
Map/Satellite Native map controls inside ChosenCRM.
Coverage layer Built for knock density and territory filters.

Territories

Draw zones, assign reps, prevent overlap, and review coverage by neighborhood.

Proof

GPS context, timestamps, rep identity, door outcome, and notes tied to the lead record.

Verification

Manager-reviewable field activity evidence before appointments and proposals move downstream.

Follow-up

Homeowner moves from knock to appointment, proposal, contract, install, inspection, and PTO.

Territory + GPS proof

Show the map. Prove the street. Coach the rep.

Solar canvassing teams need instant visibility into where reps worked and which neighborhoods still need coverage. This view shows manager coverage and heatmap insight for coaching, QA, and territory planning.

Assign neighborhoods by rep, setter team, or campaign

Review manager coverage and knock-density patterns by territory

Spot streets worked, untouched pockets, and same-day rep coverage

Pair manager coverage with rep outcome history when reviewing field teams

Actual ChosenCRM Door Knocking Insights map view
Actual ChosenCRM Solar project verification screenshot

Field activity proof

Field verification should be a headline, not a footnote.

Most solar CRM and door-knocking pages talk about maps, leads, and follow-up. Very few make field proof, handoff context, and manager-reviewable verification obvious. That is ChosenCRM's wedge.

Capture rep identity, timestamp, GPS context, door outcome, and next action

Keep setter-to-closer notes attached before the appointment or proposal handoff

Create a manager-reviewable field trail for disputes, QA, and coaching

Give operators proof of activity without turning every update into a spreadsheet chase

Solar field workflow

One operating path from territory to verified deal.

The solar buyer does not need another generic CRM tour first. They need to see field accountability, verification, and follow-up proof in the first scroll.

Assign territory

Draw the zone, assign the rep, and make coverage visible before the team hits the street.

Knock + log

Rep logs the door outcome, note, homeowner status, and next action from the field.

Verify field proof

Keep GPS context, rep identity, and door outcome attached before the deal moves downstream.

Move to install

Proposal, contract, permit, installation, inspection, and PTO stay connected to the original field source.

Built for D2D solar operators

See the map, prove the knock, and keep context attached to the deal.

Give managers a live view of territory coverage, knock outcomes, GPS context, and handoff notes before deals move downstream.

See the Solar Demo