Canvassers App

The AdminBase Canvass App allows your canvassers to collect lead details while on-site, with all information syncing directly into AdminBase. The app can be customised to include sales areas, branches, canvass teams, and specific product options. Canvassers can also request a preferred appointment date and time, and upload photos of the property directly from the app.

Setting Up the App in AdminBase

If you would like to begin using the app, please let the support team know by email them at support@abinitiosoftware.co.uk. They will then activate the app for you and if required, setup the users for you. However by following the steps below you will be able to create users and configure the app for your business.

Once activated, a new option called Canvass App will appear under the Tools section in AdminBase. Within this section, you can manage users, set up product interest and type options, configure mandatory fields, and define any additional questions you want canvassers to answer.

• Canvass Users - you can add or remove users and configure settings for each individual canvasser. These include default values for Lead Source, Sub Source, Sub Sub Source, and Sales Area. You can also specify a confirmation email address so that an email notification is sent every time a lead is submitted. Additionally, the Signature Text option allows you to customise the text shown next to the signature box within each user's app.

• Product Interest and Product Type - These sections allow you to define the dropdown lists that appear to users when submitting a lead.

• Mandatory - You can specify which fields in the app must be completed before a lead can be submitted. If you'd like the canvasser to choose between two options, you can use a forward slash to create an OR condition. For example, entering "MOBTEL/WORKTEL" means that at least one of those two phone numbers must be provided. If you're unsure of the exact field names to use, please contact the AdminBase Support Team.

• Questions - You can create additional questions for canvassers to answer during lead entry. Each question can be made mandatory if required.

Once everything is set up, the app will be ready for your team to start using in the field.

Using the Canvass App

Canvassers should start by downloading the app from the Apple App Store or Google Play Store.

Once installed, they can log in using their assigned username and password, which will have been set up either by the AdminBase Support Team or within the Canvass App tool in AdminBase. The Company Number required during login can be found in AdminBase under Settings > Company Settings.

After logging in, users can tap New Lead at the top of the screen to begin entering lead information. This will open a form that includes sections for customer name, address, contact information, lead details, appointment preferences, and GDPR consent. At the bottom of the form, the canvasser can add notes and upload any relevant photos or files.

When entering the customer’s address, the canvasser can either manually input the house name or number and postcode, then tap Lookup to automatically fill in the rest of the address, or use the Location icon at the bottom of the screen to populate the address fields using the device's current GPS location.

The canvasser can also use the date and time picker within the app to select a preferred appointment slot based on the customer’s availability. This selection will feed through to the Appointment Date and Time fields in AdminBase. Please note that the appointment will still need to be reviewed, confirmed, and assigned to the appropriate salesperson within AdminBase.

Once the form is completed, tapping Submit will send the lead into AdminBase, where it will appear in the Web Leads section.

It is also possible for leads submitted via the Canvassers app to send a confirmation at the same time as pushing the Lead information through to AdminBase. That could be the canvasser, sales manager or other nominated email address.