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
Upper Route Planner is a delivery operations platform that helps businesses plan routes, dispatch drivers, track deliveries, manage fleets, and communicate with customers from one system. It is designed for teams that want to replace spreadsheets, disconnected dispatch tools, and multiple dashboards with a single operating system for route-based work. The platform supports route optimization, driver mobile workflows, proof of delivery, live tracking, stop notifications, analytics, APIs, and integrations with ecommerce, CRM, telematics, and finance tools. Upper Crew gives multi-vehicle teams a central workspace for planning routes, assigning stops, monitoring drivers, and managing customer-facing delivery activity. The Customer Notifications Suite helps reduce “where is my driver” calls by sending branded tracking pages, live ETAs, geofenced updates, delivery confirmations, and alerts by SMS, email, or WhatsApp. AI Dispatcher helps automate sequencing, rerouting, driver matching, service-time learning, workload balancing, and capacity-aware planning. Upper Fleet connects vehicle records, fuel card data, inspections, maintenance schedules, telematics, and route-linked reporting so teams can understand operational cost more clearly. The platform serves industries such as waste hauling, distribution, medical courier, catering, HVAC, field service, parts delivery, beverage, landscaping, and many other stop-based operations. By connecting every route, driver, vehicle, customer, and delivery event, Upper Route Planner helps businesses improve dispatch speed, route accuracy, delivery visibility, and fleet performance.
API Access
Has API
API Access
Has API
Integrations
Zapier
Airtable
BigCommerce
BigMailer
Cognito Forms
GoHighLevel
Google Calendar
Google Contacts
Google Forms
Google Sheets
Integrations
Zapier
Airtable
BigCommerce
BigMailer
Cognito Forms
GoHighLevel
Google Calendar
Google Contacts
Google Forms
Google Sheets
Pricing Details
$25/user/month
Free Trial
Free Version
Pricing Details
No price information available.
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
Upper Inc.
Country
Canada
Website
www.upperinc.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
Food Delivery
Delivery Tracking
Dispatch Management
For Restaurants
Gift Card Management
Menu Management
Online Ordering
Order Management
Routing
Sales Trend Analysis
Supports Loyalty Program
Route Planning
Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management
