DoorMamba is a dedicated door-to-door sales application built by the GorillaDesk team to seamlessly integrate with your GorillaDesk platform. It’s designed specifically for companies that use door-to-door sales as part of their growth strategy, keeping your field activity in sync with your customer data, scheduling, and operations in real time.
Getting Started with DoorMamba
How to Create a Door Pin
Creating a door pin is easy and takes only a few steps:
Click anywhere on the map.
Choose a door status.
Enter any available customer information
Tap Save in the top-right corner.
You door pin was added successfully.
How do you convert a door into a customer?
To convert a door into a customer, generate a plan by following these steps::
Tap the door pin.
Tap Generate Plan: Located at the bottom of the screen.
Add details in the Info tab: Enter additional customer information, a property estimation, and any notes.
Set up the plan in the Plan tab: Choose the service type, select the starting month, and modify your quote as needed.
Configure payment in the Payment tab: Set up the payment plan.
Handle agreements in the Sign tab: Preview the agreement, add extra details, and let the customer sign on the spot or send it for e-signature.
Schedule the job in the Schedule tab: Assign the task to a technician and set the date and time.
Tap 'Save Job and Return to Map' to generate the plan.
You’ve successfully added a customer and generated a plan.
How to Add and Manage DoorMamba Users
Adding users and assigning roles ensures everyone has the right access to manage doors, plans, and schedules:
On the 'Active DoorMamba Users' section, click on the 'Manage' button.
Click '+ Add User' to add the user to the Active DoorMamba Users list, then assign them as either a Sales Manager or Sales Rep.
Click '+ Add Technician' user to assign your technicians under the Active DoorMamba Technicians section. Technicians will have limited access to the app’s menu and settings.
User settings can be modified in the app by a Superadmin or Sales Manager.
Let’s explore a complete guide to each section of the DoorMamba app!
Map Tools
Interactive tools that allow you to customize, draw, and manage regions, pins, and views directly on the map interface.
Access to certain tools is role-based and may be limited to Sales Managers and Sales Representatives. These features are not available to Technicians.
Refresh map
Map Settings
The section allows you to control which map elements are displayed o your map. You can toggle the following markers on or off:Regions - Select regions to be highlighted on the map.
Door Pins - Show/Hide door pins on the map.
Active Customers - Show/Hide pins of active customers on the map.
Inactive Customers - Show/Hide the pins of inactive customer on the map.
Rep Locations - Turn on the toggle to track the current location of a sales representative in the field.
Map View Preferences – Set your default zoom level, map center, and display options.
Location - It moves and re-center the map to the user's current location
Region Manager
The Region Manager allows you to create, edit, and manage defined geographic areas or sales territories within the map.
Create New
Door Pin - Pins placed on the map to indicate customer interaction statuses at specific addresses. Each status is represented by a distinct pin icon.
To add a new door pin, tap anywhere on the map, then choose a door status (e.g., Not Home, Call Back, Gave Pitch, Not Interested, Never Knock, or Made Sale) from the panel that appears.
This action adds a marker on the map for a location you’ve already visited, but it does not create a new customer account. It simply allows you to save and reference details for that location.
You can update a door’s status at any time.
Pins can be moved around the map. Tap and hold a pin, then drag it to a new location on the map.
New Customer - Creating a new customer will initiate a new sale, as it requires selecting a service plan and generating a customer agreement for signature and processing. This process includes multiple tabs that must be completed to finalize the customer setup.
Info - The first step where you enter essential customer details, contact information, and the service location.
First name & Last name - Enter the customer's first and last name
Title – Enter the customer's title (e.g., Owner, Tenant, Husband, etc.).
Contact info - Enter customer phone number and primary email address
Service Address - If you are currently at the service location, simply tap Pull Location to automatically populate the service address, or enter it manually.
Property Estimation - Tap the Open Map button to calculate property estimation using the mapping tool.
Switch Over - Use to indicate if the customer is switch over from other company.
Plan - Select the service type and specify the starting month for the customer's service.
Service Type – Select the type of service that will be provided to the customer.
Start Month – Select the month the service is scheduled to begin.
Payment - Set up a customer’s payment method and preferences, enter initial payment and choose whether to enable autopay or pay in full.
Payment Method
Credit Card
Bank Account ACH
Cash
Autopay - The customer’s credit card will be securely stored and can be used for future billing.
Note: This does not automatically create a recurring charge. You’ll need to set up a subscription to do so.Pay In Full - Indicate if the service are paid full.
Initial Due - Show the amount due for initial service.
Cash Payment -If the customer pays in cash upfront, tap 'Cash Payment' and enter the amount collected.
Sign - This is where you creates the full agreement document using all the customer + service + pricing + payment info you entered in previous tabs.
The customer can sign the agreement on the device in person, or you can send it via email or SMS for them to sign digitally at their convenience.
If you need to make any changes to the document, you also have the option to regenerate the agreement
Schedule
Preview Agreement - View the PDF version of the agreement.
Schedule - Assign the service to a technician and a time slot on the calendar
Date - Automatically fields after selecting a schedule. Edit if needed.
Time – Automatically fields after selecting a schedule. Adjust time if needed.
Job Notes - Add a job note for anyone who will view this job.
Save Job and Return to Map
The header contains the main menu (hamburger icon), notification icon, and search tool.
The main menu provides access to key features, including the customer list, technician schedules, representative activity and leaderboard, sales aide, and settings.
Access to the main menu is role-based, with certain features available only to specific user roles such as Sales Managers, Sales Representatives, and Technicians.
Customers
All customers under your account are displayed here.
Search - Allows you to find customers by typing their first name, last name, or service address.
To view full customer details, tap the customer’s name from the list.
New - Allows you to create a new customer account.
Rep Activity
The Rep Activity displays data on sales representatives' activities while they are out in the field.
Filter by Branch - Select the group of representatives you want to view based on the branch they are assigned to.
It can be viewed in map or list view
On the Map:
It show their real time location
It shows the last door knocked on by the representative (pin with home icon)
On list view:
Last knocked - It displays the time from the last time a representative posted a pin on the map, meaning it is the last time they knocked on a door.
Last Seen
Rep Leaderboard
This is where you can view and track the performance of your sale representative. Displayed performance data is based on different indicators.
Filter Indicator
Sold Accounts - These are the total number of service contacts sold in a specific period of time.
Serviced Accounts - These are the total number of customer that have actually received the service on a specific period of time.
Total Revenue - The total monetary value generated from sold and serviced accounts.
% on Autopay - The percentage of accounts with AutoPay enabled.
Avg Initial Price
Filter by Branch - Select the branch whose leaderboard data you want to view.
Select date range - Select the date range for the leaderboard data you want to display.
The representatives are ranked in the list based on their performance, with top performers and those with the highest statistics across various indicators appearing first.
Sales Scoreboard
Accessing the Scorecard: Click on a sales representative’s name to view their detailed scorecard.
Scorecard data can be filtered by a selected date range.
Key Metrics Explained:
Sold: Total sales made by the representative.
Pending: Number of contracts sent but not yet paid.
Serviced: Number of jobs that have been completed.
Service Revenue: Revenue generated from completed jobs.
Average Contract Value: Initial contract value calculated over a default 1
year period.
Average Initial:
% of Autopay: Percentage of customers enrolled in Autopay.
Power Hour: The hour during which the representative generates the most revenue or closes the most deals.
Best Days: Days within the selected range when the representative had the highest sales.
# Selling Days: Number of days with at least one sale.
Switch Overs: Number of clients with the switch over toggle turned ON.
Jobs Sold per Day: Displays the number of jobs sold daily.
Revenue per Day: Shows daily revenue trends.
Sales Aides
Add PDF materials for your representatives can use as reference.
Tech Schedule
You will be directed to the calendar, where you can view and switch between various schedules.
SuperAdmin, Sales Managers, and Sales Reps can view all schedules on the calendar, while Technicians can only see their own.
Settings
Access to settings varies based on the user’s role.
SuperAdmin Settings
User Photo
Company
Only the SuperAdmin have the option to update their company details within the DoorMamba app.
Branch
View, and edit branch. and manage the users assigned to each store branches.Tap on the branch you want to edit.
On the Edit Branch screen, you can update the branch name, company name, email, and phone number.
Select which users should be assigned to this branch.
You can also change the branch color.
Users
Add, edit, or manage users with access to DoorMamba.To add a new user:
Tap the '+ New' button at the top right corner of your screen
On the next page, fill in the required user information — first name, last name, username, phone number, email, and password
Assign the user to a branch and select their designated roles.
Notifications
User will only get notified about the events or updates they have selected under the notification settings.Branches: Select which branch’s notifications you want to receive.
Last Door Knocked Is Greater Than: Get notified when the number of doors knocked exceeds a specified value.
Sales Rep idle time Is Greater Than: Receive a notification when a sales representative has been inactive (no activity or door knocks) for longer than the specified amount of time.
New Pending Contract: Get notified when a new contract is created and is awaiting approval.
New Sale: Receive an alert each time a new sale is recorded.
New Job Assigned: Be notified when a new job has been assigned to you or your team.
Push Notification: Enable or disable general push alerts on your device.
Sales Manager
User Photo
Branches
Notifications
Branches: Select which branch’s notifications you want to receive.
Last Door Knocked Is Greater Than
Sales Rep Is Greater Than
New Pending Contract
New Sale
New Job Assigned
Push Notification
Sales Rep and Tech Settings
User Photo
Notifications
New Sale
Push Notification
Switch Between Active Branches
To switch between your assigned branches, tap the user avatar at the bottom of the menu panel, then select the branch you’d like to switch to.