Workflow Automation
Knockio’s Workflow Automation, also known as Boards, helps your team move leads into jobs with total clarity. Every stage is visually organized, automated, and trackable, ensuring nothing slips through the cracks. From initial contact to job completion, Boards streamline your entire workflow and keep your team perfectly aligned.
Move leads into jobs effortlessly
Automate Your Workflow
With Drag-and-Drop Boards
Visual Lead-to-Job Pipeline
Boards give your team a clear visual path from new lead to completed job. Every stage is organized, helping reps know exactly what comes next.
Drag-and-Drop Movement
Move leads through each stage with a simple drag-and-drop. This keeps your pipeline neat, reduces errors, and makes job progress easy to understand.
Automatic Status Updates
When leads shift between stages, Knockio updates their status automatically. This ensures reps, managers, and admins always see the latest activity instantly.
Stage Change Triggers
Set actions that trigger automatically when a lead becomes a job. Notifications, assignments, or reminders can fire instantly without manual steps.
Assign Jobs Seamlessly
Once a lead turns into a job, Boards let managers assign tasks, update details, and notify reps—keeping your workflow smooth and structured.
Track Progress
Each board stage gives you a clear view of what’s pending, in progress, or completed. Your entire workflow becomes visible at a glance.
Reduce Manual Work
Automation eliminates repetitive tasks. Instead of updating multiple tools, your team makes one change, and Knockio updates the rest automatically.
Customizable Stages
Build stages that match your exact sales and job process. From initial lead to job walkthrough, every step can reflect your real workflow.
Built for Field Teams
Perfect for roofing, solar, HVAC sales, pest control, fiber, and service providers. Boards help teams handle leads, jobs, and daily tasks with greater speed and consistency.
A New Way Forward
Manage Your Door to Door Sales Process Efficiently
Say goodbye to scattered leads and inefficient processes. Use the best door to door canvassing app that helps your team generate more leads. Knockio streamlines your sales journey, supercharging lead tracking and sales intelligence.
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Testimonials
What Our Customers Say About Knockio
From small teams to large enterprise sales forces, Knockio has transformed how companies approach door-to-door selling. From roofing and solar to pool service management businesses, professionals use Knockio to boost productivity, close more deals, and stay ahead of the competition with smarter field sales workflows.
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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Track leads, manage appointments, map routes, and close deals faster from anywhere. The Knockio app gives your team the power to work smarter, not harder.
