5 stars across 1,000+ reviews

Door to Door Sales Software & Field Service CRM

A leading door-to-door canvassing sales software with built-in field service CRM that helps teams manage field sales, service jobs, routes, crews, estimates, invoices, and follow-ups from one place. Knockio connects leads, reps, jobs, photos, proposals, signatures, and billing in one workflow.

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The Problem

Field Teams Are Stuck Juggling Too Many Tools

Most field teams do not lose work because of team inefficiency. They lose work because they do not have a smart process.

No Shared Job Record

Lead notes, customer details, photos, tasks, and updates often sit in different places, so teams repeat work and miss context.

Weak Field Visibility

Managers cannot clearly see where reps are, what they finished, which areas were covered, or which leads need action.

Missed Follow-Ups

Hot leads go cold when calls, reminders, proposals, signatures, and next steps are not tied to one clear workflow.

Slow Billing

Invoices and payments take longer when job details, approvals, pricing, and customer records are not connected.

Platform Capabilities

Every tool your field team needs, built in

Knockio includes core field sales and service tools, plus integrations with GoHighLevel, Salesforce, HubSpot, Google Calendar, Zapier, and Flow Chef.

Door-to-Door Canvassing

Capture leads during every visit, log outcomes, add notes or voice notes, and move prospects into a clear CRM pipeline.

Lead Management

Store contact details, customer history, follow-up tasks, deal status, and next actions in one organized lead record.

Kanban-Style Boards

Move leads, jobs, tasks, and service stages through clear drag-and-drop boards, so teams can track progress easily.

Rep Tracking

See where field reps are working, track visits, monitor activity, and understand daily sales performance from the field.

Workflow

From First Lead to Final Invoice, One Connected Workflow

A field service business does not run in one step. It moves through many small steps. First, someone shows interest. Then a rep follows up. A visit gets booked. A crew gets assigned. Work gets done. Proof is added. The customer signs. Then billing starts.

Knockio keeps these steps connected, so your team does not lose the thread.

Capture the lead or service request

Capture door-to-door leads, service requests, web leads, or call-in customers with contact details, notes, photos, and source info.

Step 1 Image

Schedule the job and dispatch a technician

Book appointments, assign crews, set reminders, and keep the office and field team clear on what happens next.

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Navigate to the job with optimized routing

Guide reps or crews to the right location with route planning, territory mapping, and field activity visibility.

Step 3 Image

Execute the job, capture photos, get signature

Upload photos, videos, annotations, notes, signatures, and job updates while the work is being completed.

Step 4 Image

Send the invoice and collect payment

Send the invoice, track payment status, follow up faster, and keep billing connected to the customer and job record.

Step 5 Image
  • Lead Capture
  • Schedule
  • Routing
  • Job Proof
  • Invoice

Customer Reviews

What field service
teams say about Knockio

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This app is the best thing that has happened to our company! Asad is absolutely amazing! He is so responsive it doesn't matter what time of day he is on it! I highly recommend this company add this app!

Lacey Jackson
Lacey Jackson

⭐⭐⭐⭐⭐

Knockio is a great product! We use it for our roofing sales canvassing. Their support team is responsive and fixes issues immediately. Highly recommend!

Ben Loveland
Ben Loveland

⭐⭐⭐⭐⭐

The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!

Bar Galanti
Bar Galanti

⭐⭐⭐⭐⭐

Knockio is the best! My team and I absolutely love using it - it is so user friendly and simple. Support is brilliant too, nothing is ever too much trouble. The best on the market.Thanks Knockio!

Georgia Hancocks
Georgia Hancocks

⭐⭐⭐⭐⭐

We love knockio so far! It is solving a lot of the issues of the other canvassing apps. The team have worked with us providing excellent fast support. Highly recommend if you're seeing people face to face..

Sarah Bennett
Sarah Bennett

⭐⭐⭐⭐⭐

Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with/needed and everything has been met. Highly recommend.

Ayana Hall
Ayana Hall

⭐⭐⭐⭐⭐

How We Compare

Knockio vs other field service platforms

Features
All features in one plan
Native route optimisation
Live crew tracking
Canvassing and field service
Inventory management
Native flow automation
Knockio
Others
Included
Add-ons
Built in
Partial
Real time
Limited
Both
One or other
Built in
Not included
No-code
Zapier only

Industries Served

Built for every trade and field service business

Roofing

Sales and job management

HVAC

Scheduling and dispatch

Solar

Field sales and install

Plumbing

Work orders and billing

Fiber

Routes and recurring jobs

Pool Service

Recurring maintenance

Painting

Estimates to invoices

Pest Control

Routes and recurring jobs

Window Cleaning

Scheduling and billing

Snow Removal

Routes and contracts

Pricing & Plans

Simple, transparent pricing.

Choose the right plan for your field operations. Scale as your team grows.

Pro-rated billing. No setup fee

Prospect

Manage your on-ground sales operations with ease.

$25 /user/mo

Features Included:

  • Territory and route planning
  • Visit logs and activity timeline
  • Lead status updates
  • Notes and photos in lead records
  • Zapier integration
Recommended

Growth

Everything to manage field teams and close more deals.

$60 /user/mo

Features Included:

  • Everything in Organise
  • Everything in Prospect
  • CRM workflow automation
  • Sales to service handoff workflow
  • Zapier integration

Organize

Streamline your sales pipeline and back-office operations.

$35 /user/mo

Features Included:

  • Job scheduling and dispatch
  • Work order management
  • Technician assignments
  • Invoicing and payment tracking
  • Service workflow boards
  • Zapier integration

Common Questions

Everything Field Teams Ask Before Switching to Knockio

Choosing the right field software depends on your team’s workflow, budget, industry, and growth plans. Some tools are stronger for door-to-door sales. Some are built more for service jobs. Knockio brings both together with canvassing, CRM, scheduling, routing, dispatching, proposals, invoices, and payments.

Knockio is a combination of a solar sales app, a solar CRM, and a solar business management software. It helps teams capture leads, manage pipelines, schedule site surveys, send proposals, track permits, assign crews, manage documents, and follow projects from first knock to completed installation.
SalesRabbit and SPOTIO are often considered when a team mainly needs canvassing, rep tracking, and route planning. They work well for field sales activity.
Knockio is different because it also supports the service side of the business. Teams can capture leads, assign follow-ups, track reps, manage territories, send proposals, collect e-signatures, schedule jobs, dispatch crews, create invoices, and track payments from one system.
For door-to-door teams, route optimization and task management are important because reps need to know where to go, who to visit, and what to do next. Many sales tools support routes, tasks, lead status, and rep activity tracking.
If a company only needs door-to-door sales features, platforms like SalesRabbit or SPOTIO may fit that use case. They focus heavily on canvassing and field sales movement.
Knockio can support those field sales needs too, but it also connects the next steps after the visit. A lead can move into an appointment, proposal, contract, scheduled job, invoice, and payment workflow. That makes it a better fit for teams that sell in the field and also complete service work.
A good door-to-door sales platform should help reps capture leads, create tasks, book appointments, and follow up on time. However, teams should also check whether they need only canvassing features or a wider CRM and service workflow.
SalesRabbit and SPOTIO are commonly used for field sales tracking, canvassing routes, and rep activity. They can help teams manage the early sales process.
Knockio includes appointment scheduling and task management, but it also goes beyond the first visit. Teams can manage estimates, proposals, digital contracts, job scheduling, dispatching, invoices, communication logs, photo proof, and payments. This is useful when a sales visit turns into a real field service job.
There is no one best platform for every business. The right choice depends on price, team size, industry, sales process, and how much service management the company needs.
Jobber and JobNimbus are known for field service work, customer records, scheduling, and job management. They can be useful for service teams, but their door-to-door canvassing depth may not match tools built mainly for field sales.
SalesRabbit and SPOTIO are stronger on the canvassing side. Knockio sits between both needs. It helps with door-to-door lead capture, routes, territories, rep tracking, appointments, CRM records, proposals, e-signatures, dispatching, job updates, invoices, payments, and automation.
Field service teams in roofing, solar, HVAC, pest control, fiber, and home services often need more than a basic CRM. They need lead tracking, route planning, estimates, proposals, job scheduling, crew dispatch, photo proof, contracts, invoices, and payment tracking.
Knockio offers CRM capabilities for teams that manage both field sales and service work. It helps store customer details, track lead activity, manage appointments, assign jobs, collect signatures, document work, and keep billing connected.
For roofing and solar teams, this is useful because many jobs start in the field. A rep may capture a lead, book an inspection, upload photos, send a proposal, collect approval, and hand the work to a crew. Knockio keeps that process in one connected workflow.