Canvassing Workflow

Opening a Voter

Tap any voter card to open their detail screen. You’ll see:

Tap the phone icon to dial the voter directly. The app will open your phone’s dialer.

Tap the message icon to open a text. If text templates are configured, you can select a pre-written message.

Tap the map icon to get directions to the voter’s address in Apple Maps or Google Maps.

Use the quick action buttons for common results:

Tap “More Options” for additional result types:

Result	When to Use
Strong Support	Enthusiastic supporter, may volunteer
Leaning	Probably supportive but not committed
Needs Info	Wants more information before deciding
Callback Requested	Asked to be contacted again later
Strongly Opposed	Very opposed, unlikely to change
Do Not Contact	Asked not to be contacted again
Wrong Number	Phone number is incorrect
Deceased	Voter is deceased
Moved	Voter no longer at this address

Tap the notes field to add context about your conversation. Good notes include:

Tap the microphone icon to record a voice memo. This is useful for:

The contact history section shows all previous interactions:

Record results immediately after each contact while details are fresh.

Focus on actionable information. “Concerned about water rates” is more useful than “Nice person.”

If someone asks you to call back, use “Callback Requested” and note the preferred time.