Average Ratings 5 Ratings
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Description
Knockio helps field based businesses manage service crews, sales reps, jobs, leads, and customer communication from one connected platform built for real field operations. It helps companies run the full workflow from the first lead to the final invoice inside one connected platform. With Knockio, sales teams can capture leads, plan routes, manage territories, track field reps, and more. For service teams, Knockio provides tools to manage job scheduling, dispatching, work orders, estimates, invoices, change orders, customer communication, crew tracking, and job progress.
Teams can upload photos, add notes, assign tasks, manage documents, and keep every customer record organized from start to finish. Knockio also includes route optimization, live map visibility, centralized calendars, follow up reminders, performance analytics, proposal management, e-contracts, inventory tools, workflow automation, and integrations with platforms like Salesforce, HubSpot, GoHighLevel, Zapier, Flow Chef, and other business apps. Knockio is designed for roofing, solar, HVAC, pest control, plumbing, painting, fiber and internet providers, political canvassing teams, and other field based businesses that need one platform for both sales and service operations.
Key Features
Lead generation and lead management
Door to door canvassing tools
Sales territory mapping
Route planning and optimization
Real time rep and crew tracking
Pipeline and workflow management
Job scheduling and dispatching
Work orders, estimates, and invoices
Proposals and e-contracts
Customer communication tracking
Centralized calendar management
Task assignments and follow ups
Job notes, photos, and documents
Inventory and product management
Performance analytics and reporting
Workflow automations
Description
RoofIT is a comprehensive CRM software specifically tailored for roofing businesses, enabling them to maintain organization, connectivity, and profitability by consolidating all aspects of their operations into a single, user-friendly platform that the entire team can easily adopt. This software streamlines job management, allowing users to oversee projects from initial lead through to final completion, featuring automated workflows that facilitate scheduling, task updates, and seamless communication between office personnel and field teams. With the capability to generate real-time reports, RoofIT provides insights into performance, revenue, and productivity through live data, enhancing both team collaboration and customer interactions by allowing for immediate sharing of updates, photos, and notes, thus preventing scattered messages and overlooked details. Furthermore, the software integrates built-in accounting features with QuickBooks Online to eliminate the need for duplicate entry of estimates, invoices, and expenses, while also offering supplier integrations that enable effortless ordering of materials from partners like ABC Supply and SRS Distribution, complete with live pricing and delivery tracking directly accessible within your job files. This makes RoofIT not just a tool, but a vital partner in optimizing your roofing business operations.
API Access
Has API
API Access
Has API
Pricing Details
$25/user/month
Free Trial
Free Version
Pricing Details
$349 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Knockio
Founded
2024
Country
United States
Website
knockio.com
Vendor Details
Company Name
RoofIT
Country
United States
Website
roofitsolutions.com
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Lead Management
Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
Product Features
Roofing
Aerial Measurement
Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management
