Canvass
Details about the Canvass tab on the Mobile App
By Hunter and 3 others4 authors21 articles
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…
Settings
Details about the Settings on the Canvass tab
- How to Add a Missing Property (Mobile)Add new Property Markers to locations without one on mobile. Note: Once added, these markers cannot be removed.
- How to Clear Downloaded Locations (Mobile)When using the Canvass feature, you download location data for offline access. Over time, this can take up storage space. Here's how to clear it:
Subscriptions
Details about Subscriptions on the Canvass Tab
- How Does Canvass Pro and Canvass Max Billing Work? (Mobile)Learn how billing, renewals, upgrades, and cancellations work for Canvass Pro and Canvass Max subscriptions.
- Can I Use Premium Filters Without a Subscription? (Mobile)Learn what filters are included for free and which require a Canvass Pro or Canvass Max subscription.
- What Quick Filters Are Included With Canvass Pro and Canvass Max? (Mobile)Learn which premium Quick Filters are included with each plan and what each filter helps you target.
- Premium Filters Availability (Mobile)Canvass Pro & Canvass Max are only available on Mobile since Canvass is only available on Mobile.
- Refund Policy for Canvass Pro and Max Subscriptions (Mobile)Canvass subscriptions cannot be refunded and must run their full billing cycle. For iOS purchases, Apple manages subscriptions, so refund requests must go through Apple directly.
- What Happens When I Cancel a Subscription? (Mobile)Canceling a Canvass subscription stops future billing but does not end your access immediately. Your subscription remains active until the end of the current billing cycle, giving you full access…
- Welcome to Canvass Pro (Mobile)Canvass Pro is a premium feature that helps you find high-quality leads by identifying properties with specific characteristics like solar permits, recent renovations, pools, and more.