⚙️ Settings
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Town Hall
Company at a glance
🔥 Who's working now
📈 Success metrics · this week
🏆 Rep rankings · this week
| Rep | Doors | Convos | Appts | Closed | Close % | |
|---|---|---|---|---|---|---|
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📊 Success Reports
Who's producing, who isn't — and exactly what to do about it.
Super Admin Console
Pick a settings area to manage.
My account
Update your own super-admin contact info and password.
Change password
Companies
| Company | Plan | Status | |
|---|---|---|---|
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Company
Pick a section to manage it.
Organizations
Group multiple companies under one parent. Enterprise orgs add a per-company fee on every company plus one org-wide fee, billed due on receipt — lock an org to immediately suspend every company under it until they pay.
Set Organization monthly to bill one flat amount (this is what the contract shows). Leave blank to itemize each company + fees.
Companies in this organization
Bill organization ·
One invoice itemized by company, sign-then-pay to the org's billing contact. Locking suspends every company in the org until paid.
Card on file — auto-bill every 30 days
Save the organization's card to charge its monthly automatically on a 30-day cycle (Square).
| Organization | Companies | Enterprise | $/mo | Status | |
|---|---|---|---|---|---|
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Demo Requests
Requests submitted from the “Request a Demo” form on the landing page. Every super-admin is emailed when one comes in.
| Received | Name | Company | Contact | Team / Industry | Status | |
|---|---|---|---|---|---|---|
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Notification settings
Keys for the email + SMS alerts that fire when a teammate is offline. Stored securely server-side and never shown again after saving. Leave a secret blank to keep the current value.
✉️ Email — your mailbox (SMTP)
Send from your own email over SMTP — no SendGrid, no sender-verification. For Gmail / Google Workspace use host smtp.gmail.com, port 587, and a Google App Password (not your normal password).
✉️ Email — SendGrid (optional fallback)
📱 SMS & calls — Telnyx
Point Telnyx's webhooks at https://youtilityknock.web.app/telnyx/sms (Messaging Profile) and https://youtilityknock.web.app/telnyx/voice (Call Control Application) — that's what routes inbound texts/calls to the right rep's ported number.
📲 Push notifications
Sends a real push and reports what Apple said for each registered device. Email and push fire from the same trigger, so an email arriving proves the trigger worked and tells you nothing about the push. Leave the box empty to test your own phone, or enter one of your reps' emails.
Calendar integrations
OAuth credentials so reps can link Google / Outlook calendars (two-way sync). Secrets are stored server-side and never shown again. Leave a secret blank to keep it.
- Enable the Google Calendar API for the project.
- OAuth consent screen → add scopes calendar.events + calendar.readonly.
- PUBLISH the consent screen (publishing status → “In production”). ⚠️ While it's in “Testing,” Google expires refresh tokens after 7 days — so calendars connect, then quietly stop syncing a week later. Publishing is the permanent fix.
- Credentials → OAuth client → add the redirect URI above.
🟦 Google Calendar
🟪 Microsoft / Outlook
Data provider keys
The homeowner-data keys powering address lookups + skip-trace. Overrides the server defaults.
🏠 ATTOM (property + owner data)
📇 BatchData (phones + emails)
🗺️ Google Maps (home imagery for proposals)
⚡ NREL (utility lookup for incentives)
🧪 Permit data — provider test
Asks both providers about ONE real address with the keys above, and reports exactly what each said. A 401/403 means the plan doesn't cover permits; an empty 200 means the provider has no record for that address. Those look identical on the Lead Gen screen, and telling them apart used to cost a whole pull. This makes a handful of API calls — ATTOM permits is one, and any BatchData path that answers 200 may count as one lookup.
🎙️ Pitch coaching AI
Transcribes rep pitch recordings (Google Speech-to-Text) and grades them (Claude). Enable the Speech-to-Text API in the youtilityknock Google Cloud project, then paste an API key restricted to it, plus an Anthropic key.
Pricing & packages
Subscription tiers and what each unlocks. Assign a package to each company in Companies, or toggle individual services per company there. Enterprise shows “Contact for pricing.”
| Plan | Price | Max users | Includes | |
|---|---|---|---|---|
| No plans yet. | ||||
Billing — payment provider
Pick which gateway charges your companies, then connect its credentials. Secret keys are stored server-side and never shown again.
Switch the dropdown to configure either provider. Only the active one is used to bill.
Stripe credentials
Square credentials
How to get your Square credentials (step by step)
- Go to the Square Developer Dashboard and sign in with the Square account that should receive the money.
- Click + (Create app) — name it e.g. YoutilityKnock — or open an existing app.
- At the top of the app, set the environment toggle: Sandbox to test, Production to take real payments. Set the matching Environment dropdown above.
- Open the app's Credentials page:
- Copy the Application ID (prod starts with
sq0idp-, sandbox withsandbox-sq0idb-) → paste into Application ID. - Copy the Access token (production or sandbox) → paste into Access token. Keep it secret, like a password.
- Copy the Application ID (prod starts with
- Open Locations in the left menu, copy the Location ID (starts with
L) of the location that should receive payments → paste into Location ID. - Open Webhooks → Subscriptions, click Add endpoint:
- URL:
https://youtilityknock.web.app/square/webhook - API version: the latest available.
- Events: enable
payment.createdandpayment.updated. - Save, then copy the endpoint's Signature key → paste into Webhook signature key.
- URL:
- Click Save Square keys, set Active payment provider to Square, and click Use this provider.
Accounts Receivable
Upcoming charges, due dates, and outstanding balances across every company.
| Company | Monthly | Next charge | Outstanding | Status |
|---|---|---|---|---|
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Open & overdue invoices
| Invoice | Company | Amount | Due | Status | |
|---|---|---|---|---|---|
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Services
Turn individual tools on/off for just this company — overrides the package.
Company profile
Your company's name and general contact info.
Give appointments back to their setters
Assigning a closer used to hand the appointment over entirely, so the setter's calendar emptied as they booked. Appointments made from 17 Aug stay with their setter automatically — this puts the earlier ones back. The setter was never lost, so nothing is being guessed at: it restores a field that was overwritten. Appointments with no setter recorded (a closer's own booking) are left alone.
RallyCard branding
Shown on every rep's RallyCard unless a rep uploads their own logo override.
Reps' card member numbers show as this prefix + their number (e.g. "YT195474") instead of a plain, comma-formatted number.
Role services
Choose what each role sees at login and in the app. Team permissions are a locked baseline added on top of these. Company Admin always sees everything.
Billing & invoices
Billing contact
Card on file
Invoices
Custom contract
Paste a custom service agreement for this company. When set, it replaces the standard agreement in the preview and in the emailed sign-then-pay contract. Leave blank to use the standard one. Basic formatting: ## Heading, - bullet.
Create invoice
🧾 Per-job billing
Fixed monthly base (billed the 1st) that includes the first N sold jobs; each sold job beyond that is billed per-job, weekly. Standard recurring billing is off while this is on.
Weekly approval forms
Newest first. In manual mode, confirm each sold job and decide any undispositioned appointments, then Approve & bill (auto-charges the card on file, or emails an invoice due Wednesday). In auto mode, weeks bill automatically each Sunday.
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YoutilityCRM — master provisioning key
One platform-level key the CRM uses to provision new companies (POST /crm/provision) before they exist in Knock. After a company is created it gets its own CRM link — set the per-company webhook + secret on the company card (Manage → CRM link).
CRM endpoints (send header x-crm-secret): POST /crm/provision · GET /crm/export?companyId= · POST /crm/ingest at https://youtilityknock.web.app
☀️ sunservice.io — master provisioning key
One platform-level Sun Service admin key. With it set, you can generate a company's Sun Service API key straight from its sunservice.io link card (Manage → sunservice.io link → Generate), instead of hand-editing Firestore. Get this value from Sun Service's _config/provisioning.adminKey.
Roles & titles
Every company starts with Manager and User. Add custom titles mapped to a base tier; rank orders the hierarchy (higher = more senior).
| Title | Base tier | Rank | |
|---|---|---|---|
| Select a company… | |||
Teams
🌎 Regions
Optional. Group teams into a region and assign a regional manager — every team and rep in the region rolls up to them (downline, reports, leads, calendar).
🗂️ Teams
Scheduling
How appointments are booked, formatted, and routed for this company. Reps book from the Map / Leads screens; these rules shape what times they can pick.
Booking window
Business hours
Assignment
Closers
When on, setters never choose a closer: they see only open time slots (read from every closer's calendar so nobody is double-booked), and a free closer is auto-assigned using the method above. This is the mode the Scheduler (team dispatch) uses.
Mark who's a closer in the Accounts list below. A closer dispositions each appointment on-site; off-site dispositions are logged as a closer no-show.
If closers are stuck behind the disposition pop-up, this closes out every past-due appointment they never dispositioned (marked "auto-cleared" — counts as dispositioned, not as a sit/close/no-show) so they can get back into the app right away. Only affects appointments already past their time + 2h.
Territories
0 means unlimited. The app blocks assigning a rep beyond this many territories.
Lead Generation billing
What this company pays for leads you supply, and what those leads turned into. Every price is in dollars and every rate starts at zero — nothing is charged until you set a price here.
How they're billed
The other side is still counted either way, so switching model later doesn't blind you to what it would have earned.
Pass-through costs
What a pull spends with ATTOM, BatchData, Anthropic and Google. Bills on top of the model above; leave at 0 to absorb it.
What came of the leads
| Pipeline | Delivered | Knocked | Contacted | Appointments | Sold | Close rate |
|---|---|---|---|---|---|---|
| No leads delivered yet. | ||||||
Charges
| What | Quantity | Charged | Not yet invoiced |
|---|---|---|---|
| Nothing recorded yet. | |||
Company settings
General options for how this company operates.
Company services — locked baseline inherited by every rep
Appointment template — what a rep fills in when booking, for this company only
Add the questions your setters should answer at the door. Photo and file fields let them attach a picture of the home, a utility bill, or any document you need with the appointment. It starts as the standard home & bill photos — change them, add to them, or leave them exactly as they are.
Battery pricing
Set the price and install adder for each battery. These seed the closer's Battery Tool proposals; a closer can still override on an individual proposal. Leave a row blank to omit it.
| Offer | Battery | Price / unit ($) | Install adder ($) |
|---|
Cash deposit & financing
The reservation deposit shown on the proposal's pricing slide, and your Sungage application link. Leave the deposit blank to use the $2,500 default.
Financing plans
The lender plans shown on the battery proposal. Set the finance company, APR, term, and dealer fee, and toggle each on or off. Leave all off/empty to use the built-in Sungage plans.
What the dealer fee costs you
The dealer fee is what the lender keeps out of the payout. To net your price the amount financed has to be grossed up — financed = price ÷ (1 − fee) — so a lower APR bought down with a bigger fee still costs the homeowner more. Pick a battery (or type an amount) to see the real numbers before you save.
| Plan | Dealer fee | Fee costs | They finance | Est. monthly |
|---|
Battery agreement
Used when a closer signs a customer up. Leave the installer name to fill the contractor-of-record line; add anyone who should receive a copy of every signed agreement.
Field Playbook — rates & talk track
Powers the rep Field Playbook in the Battery Tool. Edit these to keep the rate-reality talk track and utility export rates current for this company — they override the built-in defaults. Wrap words in **double asterisks** to bold them.
Utility export rates (Utility tab)
| Utility | They pay | Export label | Export value |
|---|
Savings-calculator rates (¢ / kWh)
| Utility | They pay (¢) | Buy-back (¢) |
|---|
YoutilityCRM link
Connect this company to its account in youtilitycrm.us. Leads & appointments sync both ways: Knock pushes changes to the webhook below; the CRM pulls via /crm/export?companyId=… and pushes via /crm/ingest, authenticating with this company's secret.
sunservice.io link
Connect this company to its organization in sunservice.io. When a rep books an appointment (or marks a door sold), the chosen service is pushed to Sun Service as a scheduler appointment + quote carrying the homeowner's data. Paste this company's Sun Service API key (ss_live_…) — get it from sunservice.io provisioning.
Accounts
Give an account that already exists — at another company — access to this one as well. They keep everything they have there, and choose which company they're working for each time they sign in.
Double-click a company, region or team to expand it.
| Name | Role | Reports to | Last active | Status | ||
|---|---|---|---|---|---|---|
| Select a company… | ||||||
Rewards & Gamify
Incentives reps see in the app. Benchmark rewards auto-unlock at a target; store rewards are redeemed with points.
| Reward | Type | Who | Condition | Status | |
|---|---|---|---|---|---|
| Select a company… | |||||
Gamify milestones
Company milestone ladders reps climb in the app. Each step has its own reward, so you can celebrate every milestone toward the big goal — great for culture.
Redemptions
| Rep | Reward | When | Status | |
|---|---|---|---|---|
| No redemptions yet. | ||||
Restore a deleted rep
Removing someone hands their leads to another rep and deletes their profile. This finds what's left of them and puts it back — the profile, their login (under the same ID, so their history re-links) and their book. Step 1 only looks; nothing changes until you press Restore.
Lead outreach automation
When a lead's disposition changes to the trigger below, wait the delay, then send — only if the homeowner has opted in to texts (captured at the door) and hasn't replied STOP. Texts send from the rep's own ported number when they have one, otherwise the platform default.
Placeholders: {{firstName}} {{repName}} {{repPhone}} {{companyName}}
| Rule | Trigger | Delay | Channel | Status | |
|---|---|---|---|---|---|
| Select a company… | |||||