Solar Sales Software
and CRM
Knockio is solar sales software and CRM built for installers who need one place to hold customer records, manage reps, set appointments, track every project stage, build estimates, send digital contracts, and collect deposits. No more working off three different spreadsheets that never quite agree on where a deal actually stands.
Schedule a DemoWhat should solar companies look for in a CRM and sales platform?
A solar company should look for a CRM that carries the deal the whole way, from the first knock to a working system on the roof. That means complete customer records, door-to-door lead capture, a pipeline that matches solar stages, appointment setting between setters and closers, clear estimates, digital contracts, and deposit collection. Knockio handles all of it in one platform. It also adds live GPS tracking of setters and automated territory creation by zip code and city, so a deal's full history lives in a single record. That depth, plus affordable pricing and support that actually understands solar, is what a generic CRM built for another industry leaves out.
Why Solar Teams Choose Knockio
Knockio helps solar companies manage customer records, appointments, reps, projects, products, payments, and install progress. From the setter's first knock to the closer's signed deal to the crew's final sign-off, it all sits in one connected platform. Owners run the sales floor and the field without losing track of where each deal really stands.
Customer and Property Records in One Place
Manage records during every single visit, log outcomes, add detailed notes or quick voice memos, and move qualified prospects steadily into a clear, organized CRM pipeline your whole team can trust today.
Dynamic Sales Pipeline for Solar Project Stages
Move deals through clear stages like lead, appointment, survey, design, permitting, install, and PTO. Statuses stay fully customizable, so every board matches your exact sales-to-install process and each team sees what matters.
Setter to Closer Handoff and Scheduling
Assign appointments from setters to closers, track who showed and who sat, and keep the sales floor and the field reading the same calendar instead of two versions that drift apart by midday.
Automated Territory Creation by Zip Code and City
Build canvassing territories automatically from zip codes and cities, instead of drawing every boundary by hand. You can carve up a target market and get setters knocking in minutes, not hours. Most solar CRMs simply do not do this.
Live GPS Tracking of Every Field Setter
See exactly where every setter is in real time, which helps accountability, safety, and knowing who works which neighborhood right now. Pin drop verification confirms how close reps stood when marking doors.
Smarter Route Planning for Busy Field Reps
Plan smarter, tighter routes so your reps cover far more doors in much less time each day, instead of crisscrossing the very same streets over and over again and burning valuable daylight.
Solar Work Orders With Tasks and Materials
Track solar work orders from lead to service with notes, status updates, documents, customer details, and clear next steps, so every install job stays organized and nothing important slips through the cracks.
Purchase Orders When Solar Equipment Runs Short
When panels, inverters, or racking fall out of inventory, raise a purchase order straight from the work order. Knockio tracks products, variants, SKUs, cost, and markup, flagging low stock before you run short.
Assign Solar Installs to Crews or Subcontractors
Send solar work orders directly to your own install crew or to a trusted subcontractor, with tasks, notes, photos, and the full schedule attached, so whoever does the work always has the complete picture.
Site Photos and System Media in One Place
Upload roof photos, electrical panel shots, and site survey images straight to the deal. Your design team, install crew, and the customer all get the full visual record together in one shared spot.
E-Contracts for Solar Agreements
Send install contracts for digital signature with a documented audit trail, so financing partners and homeowners alike have a clean legal record. Every view and signature is logged with IP address and timestamp.
Centralized File Storage Per Solar Deal
Keep utility bills, interconnection paperwork, and permits attached right to the customer record, not scattered across inboxes and a shared drive nobody can ever navigate, so the whole team finds documents fast.
Solar Estimate and Quote Builder
Create estimates with system size, equipment, and clear line-item pricing built in, so homeowners compare real numbers instead of squinting at a handwritten napkin estimate. Add optional line items like battery storage, save templates, and pull from a product catalog.
Digital Solar Contracts With E-Signatures
Once the homeowner is ready, send the install contract for digital signature with a documented audit trail. Change orders work exactly the same way, so any mid-deal adjustment is logged and tracked cleanly instead of handled loosely over text message.
Flexible Payment Collection Options
Collect deposits, milestone payments, and final balances through tap to pay, text to pay, card, or ACH, all tied directly to the job through Knockio's own payment processing. Cash flow no longer waits around on a paper check showing up later.
Keep Leads, Reps, and Project Updates Organized
Knockio makes solar project management simple with solar sales software and field service CRM tools in one place. Track setters, manage appointments, upload site media, automate follow ups, and send digital contracts, all from the same platform.
Live Field Tracking
Monitor setters in real time with GPS tracking. It helps with accountability, safety, and knowing exactly who is working in which neighborhood right now.
Learn MoreFlow Automation
Automatically handle the repetitive work like follow ups, callbacks, and appointment confirmations, so a deal does not go cold while your closers are out running other appointments.
Learn MoreMedia and Measurements
See every deal's photos, site survey details, and notes in one view, so the office and the field are looking at the same record instead of asking each other for it.
Learn MoreE-Contracts
Create digital contracts, collect signatures, and move approved jobs forward faster without printing, scanning, chasing updates, or losing important details.
Learn MoreCRM Integrations
Connect Knockio to Salesforce, HubSpot, Google Calendar, and GHL, then reach thousands more apps through Zapier, FlowChef, and webhooks, keeping every solar deal in sync.
Learn MoreTeam Communication
Knockio links setters, closers, and ops to the same deal record through assignees and notes, so handoffs never depend on a forwarded text.
Learn MoreFrequently Asked Questions
Everything Solar Teams Ask Before Switching to Knockio
Switching software is a real decision when your whole pipeline, appointment calendar, and customer history lives inside it. Here are the questions solar companies ask most before making the move.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
