Route Planning & Canvassing

ReroofGen helps managers build smarter canvassing routes from property intelligence, then send reps into the field with the context they need to work each stop.

• Build routes from qualified properties, saved lists, and territory opportunities
• Give reps property level context before they reach the door
• Track canvassing activity, outcomes, and follow ups as the route gets worked

From a qualified list to a day in the field

A good list is only half the job. Routes and canvassing turn it into a day: which doors, in what order, with what context at each one. A manager picks a saved list or a territory, ReroofGen orders the stops to cut wasted walking and driving, and each rep opens the route on a phone with the roof age, owner, and property facts for every stop already loaded.

What a rep sees at the door

The mobile canvassing view is built for one hand and a short conversation. Every stop shows the roof age and the permit behind it, whether the owner lives there, and the notes from any previous visit. A disposition takes one tap and writes straight back to the CRM record.

• Optimized stop order from any saved list, filter, or territory
• Roof age, permit, owner, and property context on every stop
• One tap dispositions that write straight back to the lead record
• Notes and follow up dates captured in the field, synced to the office
• Pins for every disposition on the map, so the whole team sees what was worked

Less walking, better doors

The largest waste in canvassing is not the conversation that goes nowhere; it is the doors that should never have been on the route. Because routes are built from permit backed roof age and homeowner data, a rep spends the day at homes that are actually due, owned by someone who lives there, and not replaced last spring. The route is shorter and the conversations are better.

It also changes what a rep can say. Opening with a fact the homeowner can check, that the county shows no reroof permit since the home was built in 2003, earns a longer conversation than a cold pitch does. The route puts that fact in the rep's hand before the knock, for every stop, without a lookup.

Closing the loop with the office

Every disposition, note, and appointment flows back into the CRM and the territory view as it happens. A manager can see which streets were worked today, which doors need a second pass, and where the appointments came from, without a stack of paper at the end of the day. As of September 4, 2026, ReroofGen holds a dated roof record for 1,977,674 of the 7,017,971 single family homes it tracks across all 67 Florida counties, and 275,977 of those dated roofs are 15 or more years old.

A route is also reusable. The not homes from Tuesday become Thursday's route with one filter, in the same order, with Tuesday's notes attached. Over a season, a territory accumulates a real history of every door, which is what makes the third pass on a street more productive than the first instead of less.