​Starting Your Day

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How do I check in and start tracking doors?

1. Open FieldIQ and go to your Dashboard

2. Tap "Check In"

3. Search for your street name

4. Tick the box next to each street you want to add (you can select multiple)

5. Confirm to start your lap

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The street I need doesn't appear in the search. What can I do?

Try these steps:

1. Type the street name in the search bar

2. If not found, tap the "Add new street" button to enter it manually

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Can I add multiple postcodes or areas at once?

Yes! During check-in, you can select multiple postcodes. When you search for streets, results from all selected postcodes will appear.

 

The Lap Screen

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What do the three buttons at the bottom of the screen mean?

• Red X button: Someone answered but they're not interested (closed/lost)

• Yellow/Middle button:

  • Tap: No one answered the door

  • Long-press: They answered and asked you to come back later (lets you set a time and reason)

• Green Play button: Start a sale or sign-up flow

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What do the icons in the KPI bar at the top mean?

From left to right:

• House icon: Total doors knocked

• Person icon: People spoken to

• Play icon: Pitches commenced

• Checkmark icon: Pitches completed

• Flag icon: Sign-ups/donors

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What's the difference between the green arrow with just borders and the fully colored one?

• Green arrow with borders only: The sign-up flow has been sent to the donor, but they're still filling it in

• Fully colored green arrow: The sign-up is complete and finished

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Recording Door Outcomes

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How do I record different outcomes for a door?

• No answer (want to try again later): Tap the yellow middle button. Set a time and add notes. The door will appear in your next lap.

• No answer (don't want to revisit): Tap red X → Select "No Answer" option. This removes the door from future laps.

• Spoke but didn't pitch: Tap red X → Slide to "Spoken" on the status slider.

• Started pitching: Tap red X → Slide to "Pitching."

• Fully pitched but no sale: Tap red X → Slide to "Pitched."

• No Sellers sign on door: Tap red X → Select the "No sellers" observation icon. This records the door for data purposes and removes it from future laps.

• Making a sale: Tap green button → Complete the sign-up flow.

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What are the Reason and Observation icons for when closing a door?

Reasons (why no sale):
No interest, Unqualified, No budget, Existing client

Observations (what you noticed):
Cat, Dog, Solar panels, Security camera, Electric car charging, Angry person, No sellers sign, Elderly couple

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I accidentally pressed the red X button. How do I exit without recording?

Currently, you need to tap "Finish" to exit the menu, then long-press on the door entry to edit it afterward. A dedicated back button is being considered for future updates.

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How do I edit a door's outcome after recording it?

1. Long-press on the door row in your list

2. The icon on the left of the door number will become gray

3. Change the status with the desired one

 

Note: You cannot edit a door once a sale flow has been submitted for it. You'll see "Edit is not allowed for submitted flow."

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Why doesn't popping back to busy customers count as "spoken to"?

This will be improved in a future update and you'll have the same outcome options as the red X button for callbacks.

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Why should I record doors with "No Sellers" signs?

Recording these doors helps track what percentage of houses in an area have these signs. It also removes them from your future laps so you don't waste time.

 

The Callback Feature (Yellow Button)

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How do I schedule a callback?

1. Tap the yellow middle button on a door

2. Select a time (hours: 4-8, minutes: 00 or 30)

3. Choose a reason (Working from home, Baby, Family, Couple)

4. Add any notes in the text field

5. Tap "Finish"

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Where are my callbacks shown?

In the first version we encourage you to screenshot your results. In the next iterations we are planning to include that as well in the dashboard.

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How do I record the outcome when I return to a callback?

When you return to a callback door:

1. If they answer and you complete a sale → tap the green button

2. If they answer but no sale → tap red button, select the appropriate outcome

3. If still no answer → long tap the yellow button and add a note so you can check again in Lap 3

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Understanding Laps

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How does the lap system work?

• Lap 1: Record all doors you knock on your first pass.

• Lap 2: When you finish Lap 1, doors marked for swing by later remain. Sales and closes(red x) are removed. This focuses you on doors worth trying again.

• Lap 3: Same principle.Keeps only remaining doors.

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How do I move to the next lap?

Tap "Finish Lap" when you've completed all doors in your current lap. The next lap will show only callback doors and it won’t give you the option to add doors easily. 

 

How do I go back to a previous lap?

1. Go to Dashboard

2. Tap the three-dot menu on your campaign card

3. Select the lap 1 option

 

Warning: Returning to lap 1 will reset progress on later laps. Only do this if absolutely necessary.

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How do I add extra doors during Lap 2 or 3?

1. Go to Dashboard

2. Tap the three-dot menu on your campaign card

3. Select "Add New Address"

4. Add the door—it will appear at the end of your current lap

 

Note: In Lap 2 and 3, you can only add one address at a time. We are encouraging you to add all the doors in the first lap. 

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I went back to Lap 1 and lost my Lap 2 data. Is this expected?

Yes, this is intended behavior. The app doesn't preserve later lap data when you return to earlier laps. Avoid going back unless necessary. Use "Add New Address" instead.

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Buildings and Apartments

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How do I switch between house and apartment/flat mode?

Look for the building icon at the top of the keyboard screen. Tap it to switch between house and flat/apartment mode.

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How do I log doors in an apartment building?

1. Switch to flat/apartment mode using the building icon

2. Enter the apartment details

3. Scroll up in the form to access floor and door number fields

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Multiple doors on the same floor won't save. What can I do?

If you have several doors on the same floor with similar numbers, add a suffix like (a), (b), (c) to differentiate them. For example: "12(a)", "12(b)".

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Sales and Sign-ups

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How do I complete a sale?

1. Tap the green button on the door

2. Follow the sign-up flow screens

3. The donor receives an SMS link to complete their part

4. Once submitted, the sale appears in your stats

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The donor didn't receive the SMS. What should I do?

Try sending the link again. You can do that by tapping on the row with that interaction. The option to resend the link to the donor will show back. If it still doesn't work, you can use the standard Databyte link as a backup to complete the sign-up.

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I completed a sale but the screen froze. Did it go through?

Usually yes. Close the app and reopen it. The sale will appear in your records. If you see a green indicator next to the door, the sale was recorded.

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Why don't my FieldIQ stats match my actual sales?

Important: KPIs only update for sales completed through FieldIQ. If you complete a sale using Databyte directly, it won't appear in FieldIQ stats. The sale is still recorded in Databyte, it just won't show in the app.

To track all your activity in FieldIQ, complete sales through the green button in the lap.

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Why don't refusals count as "seen" in my stats?

This is by design. Refusals are excluded from "seen/spoken" counts to keep your Law of Numbers (LDN) figures accurate.

 

Leaderboard and Notifications

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Where can I see the leaderboard?

Access the scoreboard/leaderboard from the header of the Lap feature. You'll see rankings for BAs in your franchise.

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I get notifications when teammates make sales, but they don't see mine. Why?

This is usually an account configuration issue, not an app problem. Contact your MC to check how accounts are set up in the system.

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How do I enable sale notifications?

1. Go to your device Settings

2. Find FieldIQ in your apps

3. Enable notifications

If notifications are enabled but still not working, try logging out and back in.

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Dashboard Widgets

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Can I rearrange widgets on my dashboard?

You can add or delete widgets, but rearranging them is not available in the current version.

The option you have is to delete them all and add them in the desired order.
 

Troubleshooting

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The app goes offline even with network signal. What should I do?
 

Close and reopen the app

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Note: FieldIQ requires an internet connection. Offline mode is not currently supported.

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The app becomes slow after adding many doors (100+). What can I do?

This can happen with very large lists:

1. Close the app completely

2. Wait a few seconds

3. Reopen. Your data is preserved

The team is working on performance improvements.

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The app freezes when I long-press on a door. What should I do?

If the app becomes unresponsive:

1. Close the app

2. Reopen and try again

3. If the issue persists, try a clean reinstall

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I see "Resource not found" errors. What does this mean?

This usually indicates you need to update to the latest version. Check TestFlight (iOS) or reinstall from the shared link (Android).

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Why does the app show English suggestions even though my phone is set to French?

The app's language settings are being improved. Currently, some system suggestions may appear in English regardless of device language. Full translations for all languages are being worked on.

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Why is some text in the forms displayed in red and hard to read?

This is a known display issue being addressed. It doesn't affect functionality—just readability in dark mode.

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Tips for Success

• Complete all sales through FieldIQ (not Databyte) to track KPIs accurately

• Use the lap feature for doors you want to revisit

• Add notes to doors using the Notes field for helpful reminders

• Record "No Sellers" signs to improve data and remove unworkable doors

• Check for app updates regularly

• Enable notifications to stay motivated with team updates

• Avoid going back to earlier laps. Use "Add New Address" instead