Sealing HVAC Deals with Ease

HVAC Sales App & CRM for Contractors

Q: Can Knockio help my team create HVAC sales proposals or quotes on-site?

Yes, absolutely, that’s one of its strengths! Knockio has a built-in proposal feature (think of it as an HVAC sales proposal software inside the app). Your reps can input what the customer needs – e.g., “3-ton AC replacement with new thermostat and 10-year parts warranty” – and Knockio will generate a professional proposal document. It includes pricing (which you’ve pre-set) and details, so the homeowner knows exactly what they’re getting. They can even sign it on your rep’s device right away. This means your team can go from a conversation to a signed agreement in one visit, which is a huge advantage. And if the customer needs to “think about it,” you can email them the proposal and Knockio will remind your rep to follow up, as we discussed earlier.

Simplify field canvassing by assigning zones and capturing leads effortlessly. Track technicians, schedule jobs, jot down customer notes, and generate quotes all in one HVAC CRM. Boost efficiency affordably, with no long-term contracts.

Built for HVAC Companies

Create Campaigns for HVAC Leads, Repairs, or Installs

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1

Targeted Campaigns

Launch HVAC canvassing drives for maintenance tune-ups, new installations, or emergency repairs. Knockio clusters leads and optimizes daily routes to reduce drive time. Reach more doors and maximize each rep’s sales potential and revenue.

2

Lead Management

Capture and qualify leads from every channel. Knockio’s HVAC CRM keeps customer info, inquiries, and follow-ups in one place. Track each prospect from first contact to scheduling, ensuring no sales opportunity is ever missed.

3

Job Pipeline

Visualize every job in a unified dashboard. Track status from first contact through quoting, scheduling, and completion. Knockio is your digital command center. Real-time updates sync office and field teams, keeping every project on track.

4

Route Optimization

See every technician or rep on a live map and plan better daily routes to avoid overlap. Cluster HVAC service calls by area to minimize driving distance and save fuel, ensuring all neighborhoods get covered efficiently.

5

Territory Management

Draw and assign service zones to balance workload and cover all areas. Knockio lets you map out HVAC territories and monitor rep performance by region. Adjust assignments instantly as markets or teams change.

6

Appointment Scheduling

Knockio’s built-in scheduler helps HVAC reps book inspections, service calls, or sales visits on the spot. It syncs with team calendars and sends automatic reminders, keeping your crew productive and customers on time.

Built by sales pros for real HVAC businesses

Why Knockio Is the Top Choice for HVAC Sales Teams

With Knockio’s HVAC sales software, you get every tool you need in one platform—built by sales pros for real HVAC businesses. Ditch the patchwork of spreadsheets and outdated CRMs. Streamline scheduling, manage service calls, and win more installs with a seamless, modern experience.

Your All In One HVAC Software

Why Subscribe to Knockio for HVAC Sales?

CRM Integration

Use Knockio alongside your favorite CRM. Sync leads, jobs, and customer data automatically between platforms. Integrations with Salesforce, HubSpot, Zapier, and more eliminate double entry, so your HVAC data stays unified across systems..

Estimates & Proposals

Speed up your sales cycle with on-site quoting. Knockio’s app lets reps create accurate HVAC service estimates and quotes. Generate digital proposals and e-sign contracts instantly, turning inspections into closed deals faster.

Invoicing

Turn approved quotes into invoices instantly. Technicians bill customers on site—applying taxes or discounts and capturing card or cash payments. Our invoicing feature ties sales and billing together so no payment is ever missed.

No Long-Term Contracts

Unlike many solutions, Knockio is affordable and flexible. Pay month-to-month and get all essential HVAC sales features—tech tracking, digital quotes, material logs, scheduling, and more—in one platform. No hidden fees or long commitments.

Job Notes & History

Keep every job organized. Knockio stores technician notes, past service history, and customer preferences within each job record. Techs always arrive fully informed, and no detail is ever lost between visits.

Analytics & Reporting

Get insights to drive growth. Knockio delivers real-time reports and dashboards on leads, conversions, and rep performance. Track every key HVAC KPI, response times, close rates, average job value, and fine-tune your strategy accordingly.

Technician Tracking

Always know where your HVAC crew is working. Knockio’s GPS tracking shows each tech’s live location and status. Boost accountability, reassign reps easily on the fly, and quickly respond to even high-priority service calls.

Material Tracking

Stay stocked and on schedule. Knockio logs every part and material used per HVAC job, helping you manage inventory levels. Technicians record supplies used on each call to prevent shortages and optimize reordering.

Team & Roles

Control access and responsibilities. Knockio lets you set custom roles and permissions so HVAC sales reps, technicians, and managers see what they need. Simplify onboarding and help your field team operate smoothly.

Numbers We Are Proud Of

Knockio In Brief – HVAC

Built for HVAC sales teams, Knockio speeds up tune-up promos, maintenance plan upsells, and install quotes. Teams report faster follow-ups, tighter routes during peak season, and more closed jobs from in-home estimates, without long-term contracts.

43% Decrease in Team Expenses

Save on fuel, time, and staffing with smart routing and rep tracking.

50% Increase in Sales Revenue

Close more deals faster with instant lead follow-ups and appointments.

100% Increase in Productivity

Automated workflows and real-time sync keep your team focused on selling.

Testimonials

What Our Customers Say About “Knockio”

From small teams to enterprise sales forces, Knockio has transformed how companies approach door-to-door selling. Hear directly from the pros using Knockio to boost productivity, close more deals, and stay ahead of the competition.

This app has made such an impact on our team. I highly recommend looking into it. Game changer for our company.

Rich Santella

Great app for canvasing and managing area. I'd have to say its pretty easy and also the support is pretty fast and really good if you have any questions. Ive used several canvasing apps and really like Knockio!

Daniel Godwin

Great software! Really helped Organized my sales pipeline

Connor Shortell

Amazing company, Always one call away if there is ever a issue and always eager to help!

Steffan Dandridge

Best program/app I’ve used for work. Really makes it easier to track my teams activity and see what/where they are having success or struggling

Ben Loveland

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

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What is HVAC sales software, exactly?

HVAC sales software is a digital tool that helps HVAC companies manage their sales process, from finding new leads to closing deals. Instead of using spreadsheets for leads, a paper calendar for appointments, and carbon-copy proposal forms, everything is managed in one app. For example, Knockio is an HVAC sales software (and app) that lets you map territories, track leads, create proposals, and monitor your team’s performance all in one place. It’s designed to save you time and help you close more sales by making sure no customer inquiry is forgotten and every step is streamlined.

How is Knockio different from a regular CRM or the software I use for service dispatch?

Great question! Traditional CRMs (Customer Relationship Management tools) or field service dispatch software (like you might use to send technicians on repair jobs) are often not focused on sales outreach. Knockio is different because it’s purpose-built for HVAC sales teams and canvassers. Think of it as the software your sales reps use before a job is won – it helps generate and manage leads, whereas your dispatch software handles the job after it’s sold. Knockio connects with many CRM or dispatch systems, so when a deal is closed in Knockio, you can transfer it to your fulfillment system. In short, Knockio fills the gap by handling the lead generation, door-knocking campaigns, and sales tracking that generic CRMs or service tools aren’t specialized for.

Can Knockio help my team create HVAC sales proposals or quotes on-site?

Yes, absolutely, that’s one of its strengths! Knockio has a built-in proposal feature (think of it as an HVAC sales proposal software inside the app). Your reps can input what the customer needs – e.g., “3-ton AC replacement with new thermostat and 10-year parts warranty” – and Knockio will generate a professional proposal document. It includes pricing (which you’ve pre-set) and details, so the homeowner knows exactly what they’re getting. They can even sign it on your rep’s device right away. This means your team can go from a conversation to a signed agreement in one visit, which is a huge advantage. And if the customer needs to “think about it,” you can email them the proposal and Knockio will remind your rep to follow up, as we discussed earlier.

What kind of results can I expect using Knockio for HVAC sales?

While results can vary, many of our users see a significant boost in productivity and sales. Because our door to door sales app ensures every lead is followed up on and every rep’s activity is trackable, you tend to generate and close more opportunities than before. For instance, an HVAC company using Knockio might find they increased their weekly new leads by 40% simply by covering territory more systematically and having a tool to capture every interested homeowner. Also, managers often report saving hours of time because they no longer have to compile sales reports – Knockio does it for them. The bottom line: expect a more efficient team and, as a result, more sales. (We’d be happy to share case studies or connect you with a reference if you’d like real-world stories.)