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