Open Canvassing under Field in the sidebar. The header sentence sums up the whole operation at a glance: how many turfs exist, how many are in the field now, how many doors have been attempted, and how many turfs are still waiting for a canvasser.
Cut turfs from a list
- 1Click Cut new turfsPick a universe: any smart list of the people (or households) you want knocked.
- 2Choose doors per turf30 for a short shift, 40 recommended, 50 for experienced canvassers, 60 for pairs. The preview does the math in the open and estimates the walk time.
- 3ConfirmTurfs are cut from your located households into contiguous, walkable groups that never cross a hard barrier like a highway, rail line, or river. New turfs land as Draft, unassigned.
Only located doors get cut
A turf is built from households the app has geocoded. Addresses still being located are reported in the preview and join a turf once they resolve. Nothing is silently dropped. Assign turfs to volunteers
Assign opens a picker: choose the person the turf belongs to, and the app mints their personal Companion link and copies it. Text or email it to them. Links are personal on purpose: the volunteer proves it’s them with a one-time code sent to the email or mobile on their person record, and a brand-new volunteer needs a one-time admin approval on the Volunteer access page before the turf loads. Keep a turf in sync with its list any time with Refresh from list. It pulls in new matching doors without ever losing knock history.
Before you assign
Make sure the volunteer’s person record has an email or mobile number. That’s where their verification code goes. No contact on file means the link can’t be opened. The Canvass Companion
The Companion is a web app, nothing to install. After verifying, the volunteer lands on their assignment, taps Start walking, and works the door list in the suggested walk order (any order works). At each door they survey the people on file (support level, top issues, follow-up flags, and notes) or record a one-tap result like not home or moved. Door-level outcomes (nobody home, inaccessible, refused) close a door with one tap and can be cleared just as fast, and “+ Add someone at this door” captures a new name on the spot. Every result syncs live to the person, the household, the turf’s progress, and the Activity log, attributed honestly as “via Canvass Companion”. No signal? Results queue on the phone and upload automatically when the volunteer is back online.
Survey answers do real work: a support level updates the person’s support reading for the turf’s campaign, Wants a yard sign drops a request straight into the Deliveries intake pool, Wants to volunteer sets their volunteer status to Prospective on the person record, contact details fill in blanks on the person record, and Do not contact suppresses them everywhere, immediately.
Survey settings (top of the Canvassing page) controls what canvassers see: the top-issues chips they can tag and the door script that opens every survey, both scoped to the campaign the turf was cut for.
The field report
The Field report tab turns those knocks into the picture of the operation: doors, conversations, contact rate and support IDs; what voters said at the door; doors knocked per day; performance by team; when doors answer best; and your top canvassers. Change the range or Export CSV for the raw numbers by team and by day. Every figure flows in from synced Companions. Nothing is entered by hand.
The Coverage card shows where you have actually walked. On the Street map every door is a dot (green where a volunteer had a conversation, amber where they knocked and got no answer, and grey where no one has been yet), with each turf drawn as a dashed boundary. Flip to By ward for the same picture as a table: doors, how much of each ward has been knocked, and how many are still waiting. Like the rest of the report it follows the range you pick, and it appears as soon as turfs are cut, even before the first knock.
