Average Ratings 6 Ratings
Average Ratings 0 Ratings
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
Sequifi is an innovative cloud-based solution tailored for organizations that rely on commission-driven structures, merging commission management with payroll and workforce functionalities. It efficiently computes tiered commissions, splits, bonuses, manager overrides, adjustments, and clawbacks based on customizable pay rules, subsequently directing the approved amounts to payroll for both W-2 employees and 1099 contractors. The platform streamlines payroll processes with features that encompass pay-cycle preparation, reviews, approvals, deductions, and maintenance of pay records. Furthermore, it offers support for recruiting and onboarding activities, management of employee documents, organization of roles and teams, visibility into performance, and training resources. Sales representatives benefit from the ability to access projected earnings and detailed pay information via mobile applications, while managers and finance teams maintain oversight of calculations and payroll cycles to ensure accuracy. Designed specifically for field-sales and service sectors, Sequifi serves various industries, including mortgage, solar, roofing, fiber, HVAC, pest control, and home-service teams that navigate complex variable compensation structures, enhancing efficiency and transparency in their operations. By integrating these diverse functions into a single platform, Sequifi empowers organizations to optimize their workforce management and commission processes effectively.
API Access
Has API
No
API Access
Has API
No
Integrations
HubSpot CRM
Yes
Salesforce
Yes
GoHighLevel
Yes
Google Sheets
No
JobNimbus
No
Jobber
No
QuickBooks Online
No
Zapier
Yes
Integrations
HubSpot CRM
Yes
Salesforce
Yes
GoHighLevel
No
Google Sheets
Yes
JobNimbus
Yes
Jobber
Yes
QuickBooks Online
Yes
Zapier
No
Pricing Details
$25/user/month
Pro-rated Billing
No Setup fee
No Setup fee
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
No
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Knockio
Founded
2024
Country
United States
Website
knockio.com
Vendor Details
Company Name
Sequifi
Founded
2022
Country
United States
Website
sequifi.com
Product Features
Field Sales
Activity Tracking
Yes
CRM
Yes
Channel Management
No
Collaboration Tools
Yes
Controlled Access
Yes
Dashboard Management
Yes
Expense Management
No
Fast Estimates
Yes
Inventory Management
Yes
Invoices
Yes
Lead / Opportunity Management
Yes
Online Payments
No
Order Management
Yes
Quoting
Yes
Reporting / Analytics
Yes
Route Optimization
Yes
Territory Management
Yes
Time Tracker
Yes
Visit Scheduling
Yes
Workflow Management
Yes
Lead Management
Activity Tracking
Yes
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
Yes
Prospecting Tools
Yes
Source Tracking
No
Route Planning
Capacity Planning
No
Drag & Drop Scheduling
Yes
Driver Management
No
Emergency Dispatch
Yes
GPS Tracking
Yes
Performance Metrics
Yes
Route Costing
No
Territory Management
Yes
Product Features
Commission
Affiliate Management
No
Agency Commission
No
Commission Calculations
No
Commission Scheduling
No
Commission Tracking
No
Compliance Management
No
Flat Commissions
No
Incentive Programs
No
Multi-Tiered Commissions
No
Percentage Commissions
No
Sliding Scale Commissions
No
Split Commissions
No