Door-to-door sales software a new rep can use on day one

Built for pest control operators running knocking teams, year round or for a season. Hand out territory on a map, take payment and a signature at the door, and let the sale land in the office as a real customer.

What a rep sees between houses: today's tasks, new leads, and where their numbers stand.

The knocking season

Your reps turn over, and most of them have never sold pest control

Some teams knock all year. Some staff up for a season and bring reps on in groups. Either way the people at the door are new, they are working one-handed on a phone in the heat, and every extra tap is a door that does not get knocked.

So the tooling stays thin. A paper map cut up between reps, a group chat for who covered what, a signed sheet driven back to the office. Then someone loses a full workday typing those sales in, calling customers back for a card number, and working out which streets actually got worked.

Door to door, inside Dream

One app for the door, wired to the system that runs the service

Dream's door-to-door (D2D) app opens on four tabs: Deals, Map, Schedule and Stats. A manager cuts territory on the map and hands it out. A rep knocks it, sells at the door, takes payment and a signature, and books the first service against real technician capacity. The office gets a customer record.

Plan and price

Hand out streets and know who worked them

Managers draw areas on the map, name them, and assign them to a company, a branch, a marketing company, a team or a single rep. Areas can be blocked, or marked for a re-knock later in the season. Assigned areas outline blue, unassigned outline red. A rep can pull some of the customer's information before they knock on the door.

Pins carry the status the rep found: prospect, not home, callback, not interested, no-knock, current customer, previous customer, canceled customer. Notes and a dated callback attach to the pin, and every assignment change is timestamped and attributable. Nothing rests on memory.

Your reps touch more homes in a day, and you can see who worked which streets, on which day.

The close

Sell, take payment and get a signature at the door

Four steps, built to close in sixty to ninety seconds:

Customer details and a verified service address, capturing only the data your business needs
The service: type, frequency, start date, quote and recurring price, with your minimum pricing and authorized discounts enforced
Payment, card on file or authorized ACH, through an embedded compliant flow
The right agreement, signed on the phone

The deal is closed, paid and scheduled before the rep reaches the next house.

Back office

A signed door becomes a customer, a service and a work order

The submitted sale creates the lead, the customer account, the service location, the sold subscription, the agreement and the sale attribution, then the first service and the recurring work order behind it. Payment moves as a secure provider token. Agreements go out to the customer from the same flow, and an appointment transfers between reps without a phone call.

Deals carry their status the whole way: Pending, Serviced or Active, Completed, Canceled. Filter by date, status, rep, branch or marketing company.

Nobody loses a full workday re-keying the weekend, and the field revenue shows up in the book instead of on a signed sheet in somebody's truck.

“We needed a Sales CRM that could manage both residential and commercial sales across various channels, Phone, Field, Door-to-Door, and Web-Bot interactions.”

Nicole Keefe, Clark Pest Control

TRUSTED BY LEADERS ACROSS THE INDUSTRY

Questions reps and managers ask us

Yes. A rep can start a new customer from the Deals page while offline. The app queues the sale and synchronizes it when connectivity returns, and shows anything still waiting to go.

The four-step flow is built to close in sixty to ninety seconds: customer details, the service, payment, and a signature.

Only inside what you configure. The service step enforces your minimum pricing and your authorized discount rules, so what a rep can concede at the door is set before they knock.

No. Payment runs through an embedded, compliant payment flow. Raw card and bank details are never stored in the door-to-door database.

The map distinguishes current customers, previous customers and canceled customers, and areas can be marked no-knock, so a rep sees it before they reach the door.

Yes. A lead-driven territory imports the list and reps work only those addresses, which is how operators handle builder and partner accounts.

Door to door

See what a knocking team looks like when the office stops re-keying

Territory handed out on a map, the sale closed and paid at the door, and the customer arriving in the office as a real account.