Closing Solar Deals Made Effortless

Solar Sales App
with CRM

Knockio is a solar sales app and solar business management software built for residential solar teams that want to capture leads, manage customer records, schedule site surveys, send proposals, track permits, assign crews, and move every project from first knock to completed installation in one connected system.

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Built by sales pros for real roofing businesses

Why Solar Teams Choose Knockio

Knockio combines residential solar sales software, solar CRM, and field service tools in one platform. Teams can manage lead capture, site surveys, PV system details, proposals, e-contracts, solar financing notes, installation tasks, permits, invoices, payments, and customer communication without switching between apps.

Dashboard Preview

Lead CRM

Capture solar leads from doors, calls, forms, and referrals. Store homeowner details, energy needs, roof notes, financing interest, tasks, and follow-up history.

Site Surveys

Schedule consultations, inspections, and site surveys. Assign the right team member, collect roof details, upload photos, and keep every project moving forward.

Sales Pipeline

Track each deal from lead capture to survey, estimate, proposal, contract, permit, installation, invoice, payment, and completed solar project.

Project Records

Keep customer data, PV system notes, documents, contracts, permits, photos, proposal details, and communication history organized in one solar lead management system.

Solar Estimate Builder

Create Solar Estimates with Data

Build clean solar estimates using roof details, energy usage, PV system design notes, product options, financing details, and project costs. Knockio helps reps show clear pricing, while managers review solar ROI, margins, proposal value, material needs, and next steps before approval

Knockio helps reps show clear pricing, while managers review solar ROI, margins, proposal value, material needs, and next steps before approval.

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Smart Routing Dashboard

Crew Routing

Assign Crews and Complete Solar Installs

After the proposal is approved, Knockio helps solar teams assign crews, plan routes, and manage installation work. Managers can see who is responsible, where the crew is going, what documents are needed, and how each solar project is progressing.

Assign crews faster

Send the right crew to the right solar job with customer details, site notes, permit status, documents, photos, and scheduled installation work.

Route jobs smarter

Plan routes for solar site surveys, installations, service visits, and follow-ups so teams reduce travel time, avoid delays, and arrive prepared.

Invoice & Payments

Get Paid Faster After Solar Jobs

Knockio helps solar companies create invoices, track payment status, manage billing, and follow up after solar work is approved or completed.

From proposal to e contract, installation, invoice, and final payment, owners can see what was sold, what is pending, and which solar projects still need payment follow-up.

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Reach the right homes with precision and speed

Smarter Canvassing , Better Results

Knockio gives solar teams the tools to target neighborhoods, lower customer acquisition costs, capture qualified leads, schedule site surveys, send proposals, track sales performance, and manage every homeowner record from first conversation to completed installation.

1

Easy Interface

Knockio is simple for solar reps, managers, and crews. Teams can capture leads, update records, and manage daily work without heavy training.

2

CRM Integrations

Connect Knockio with CRMs, calendars, email tools, Zapier, Flow Chef, and other platforms using API connectivity to keep solar data moving.

3

Custom Forms

Create solar canvassing forms for energy usage, roof type, homeowner interest, financing needs, site survey notes, and PV project details.

4

Sales Automation

Use solar sales automation to assign tasks, send follow-ups, update pipelines, trigger reminders, and reduce manual work after each field action.

5

Live Tracking

Track reps and crews in the field. Managers can view routes, coverage, activity, job visits, and solar sales performance tracking in real time.

6

Project Handoff

Move signed solar deals into project workflows with permits, documents, crew assignments, customer updates, invoices, payment tracking, and installation progress connected.

Common Questions

Everything Solar Teams Ask Before Switching to Knockio

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.
Yes. Knockio works well as residential solar sales software because it helps reps manage door-to-door canvassing, lead capture, follow-ups, route planning, appointments, proposals, e-contracts, customer records, and sales activity from one platform.
Solar CRM software increases sales efficiency by keeping leads, customer records, follow-ups, appointments, proposals, and project updates in one place. Knockio also adds route planning, automation, live tracking, integrations, and task reminders so teams spend less time on admin and more time closing solar deals.
A solar sales app should include lead capture, customer records, route planning, appointment scheduling, proposal tools, e-contracts, solar financing notes, permit tracking, document uploads, task reminders, sales performance tracking, crew assignment, integrations, and mobile access. Knockio includes these tools for sales and field teams.
Solar companies can scale sales teams by using software that standardizes lead capture, routing, follow-ups, proposals, reporting, and rep performance tracking. Knockio helps managers train reps faster, monitor field activity, reduce missed follow-ups, and grow sales operations with automation and CRM workflows.