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Canvass

Details about the Canvass tab on the Mobile App

4 authors27 articles
Canvass Main Screen Overview (iOS)Learn what appears on the main Canvass screen in Terros for iPhone and what each control does.
Why Am I Receiving a Message About Reaching My Prescreen Limit? (iOS)If you see a message about your remaining pre-screens in the Terros iPhone app, it means your Sunrun prescreen activity is being tracked against a weekly limit.
Can't Log Into Different Account (iOS)If the Terros iPhone app keeps logging you into the same account even after you enter a different email, clear your iPhone browser cache and try again.
Can I Use Premium Filters Without a Subscription? (iOS)You can use standard Canvass filters on iPhone without Canvass Pro or Canvass Max access. Premium filters require the right Canvass access on your account.
Can Multiple Reps Share a Canvass Pro or Canvass Max Subscription? (iOS)No. Canvass Pro and Canvass Max access is tied to each user's Terros account.
App Lagging or Running Slow (iOS)If the Terros iPhone app is lagging, freezing, or taking too long to respond, use these steps to narrow down the problem and try the fastest fixes first.
What Quick Filters Are Included With Canvass Pro and Canvass Max? (iOS)Premium Quick Filters help you apply saved targeting rules quickly from the Canvass Filters screen. They can speed up prospecting by narrowing the map to the kinds of properties your…
Satellite Imagery in Terros (Mobile)Understanding satellite imagery sources, updates, and limitations when working with properties in Terros.

Pins

Details about the Pins on the Canvass tab

How to Create a Lead (Mobile)This article provides a step-by-step guide on creating a lead within the Terros mobile app.
How to Submit a Pitch for Evaluation (Mobile)This article explains how to submit a pitch for evaluation through the Skill tab or Canvass. It outlines the steps to upload or record a pitch and submit it to…
Phone Numbers in Terros (Mobile)Phone numbers are not provided by Terros, but you can add them manually to resident records. Once added, you can view and use these phone numbers during your canvassing activities.
What to Do If a Pin Moved to the Wrong Location (Mobile)If you notice that a property pin (marker) has moved to an incorrect location on the map, please contact support.
Property Pin Shows Incorrect Distance (Mobile)If you're standing right next to a property pin on the map, but the app says the property is far away from your location, please contact support.
Multi-Accounts (Mobile)Multi-Accounts allow you to track multiple contacts or decision-makers at the same location—perfect for businesses, apartments, or any property with multiple people to engage.
Scheduling Appointments from Canvass (Mobile)Quick guide to scheduling appointments while canvassing in the field.
How to Perform an Action on an Account (Mobile)Actions are how you move accounts through workflow stages. Each action records your activity, updates the account's stage, and tracks your progress.
How to View Account Workflow History (Mobile)Workflow history shows a timeline of every action taken on an account — who performed it, when, and what stage the account moved to.
How to Delete a Custom PinCustom Pins allow users to save frequently used locations for quick access. If a Custom Pin is no longer needed, it can be removed from the system at any time.
How to Create and Use Tags (Mobile)This guide explains how to create and use tags in the Terros mobile app. Tags allow you to record interactions and important account information without moving the account to a…