Industry Playbooks
Best Canvassing App Setup for Solar Reps
June 17, 2026 · 6 min read
How to configure a canvassing app — pins, fields, templates, follow-ups — specifically for solar door-to-door.
Pin colors
- Gray — not home
- Red — not interested / has solar
- Yellow — bill conversation started
- Orange — bill review booked
- Blue — design / quote sent
- Green — contract signed
Lead template
- Utility provider
- Avg monthly bill
- Roof age
- Shade notes
- Panel/meter location
- Decision maker flag
- Financing concern tag
Follow-up rules
- Bill collected → design review reminder in 5 days
- Bill review booked → confirm text day before
- Quote sent → 48-hour callback
- Spouse not home → weekend revisit
Manager view
Filter the dashboard to 'bill collected, no follow-up' weekly. That list is where the money is.
Territoryly's solar template comes preconfigured with all of the above.