Summary:
A fast-growing roofing company was running on six tools, Jobber, GoHighLevel, Spotio, DocuSign, PandaDoc and CompanyCam, plus a separate payment app, at $20,000 to $25,000 a month. Knockio offered to move everything in 48 hours with no risk: if the team missed the deadline, the customer kept their old tools and lost nothing. Jobs, boards, automations, canvassing, contracts, proposals, photos, invoices and payments all moved into one system, with every job now holding its own files, contract, estimate and payment. Software cost dropped by 80%, and they gained products and supplier integration plus subscriptions for recurring work. Two years later the same owner acquired a commercial construction company, had its data migrated too, and ran the demo himself.
Summarize with:
One of our largest roofing customers used to run their business across six separate tools and spend $20,000 to $25,000 a month doing it. We moved all of it into Knockio – All-in-One CRM for Roofing in 48 hours, on a deal where they had nothing to lose if we failed. Two years later, they bought a commercial construction company and did the same thing again. This time, the customer ran the demo instead of us.
At a glance
- Customer: a fast-growing residential roofing company
- Before: 6 tools, 6 logins, $20K–$25K a month in software
- After: one platform, every job with its photos, contracts, invoices and payments attached
- Time to migrate: 48 hours
- Software cost: 80% lower
The problem: one roofing job, six different places
This company grew fast, and like a lot of roofing contractors, they added a new tool every time they hit a new problem:
- GoHighLevel for marketing
- Jobber for operations
- Spotio for door-to-door canvassing
- DocuSign for contracts
- PandaDoc for proposals and presentations
- CompanyCam for job photos and files
Every tool did its job. The trouble was everything in between. A lead came in through one system, got canvassed in another, signed a contract in a third, and had its photos stored in a fourth. To see one job from start to finish, someone had to open several apps and piece it together.
The cost added up too. Six subscriptions came to between $20,000 and $25,000 a month, before counting the hours spent switching between them, re-entering data, and hunting for files.
They knew this wasn’t working. But moving a busy roofing operation onto a new platform is risky. If the move goes wrong, jobs slip, crews sit idle, and customers notice.
The offer: 48 hours, with all the risk on us
When we told them our software Knockio could handle all of it in one place, they were skeptical. Every software company says that.
So we made them an offer. We would move everything over ourselves: jobs, boards, automations, invoices, contracts, and photos. We would rebuild their workflows inside Knockio and improve them along the way. The price would be 20% of what they were already spending on software each year.
If we couldn’t finish in 48 hours, they would lose nothing. Their existing tools would keep running, their operations wouldn’t change, and they could walk away.
That meant the risk was ours. If we missed the deadline, we would lose the account and the credibility behind our biggest claim. They agreed.
The migration: what moved where
At the 48-hour mark, the owner checked in to ask how it was going. We told him it was done. He asked for a demo to see for himself, and he spent the call going through his old tools one at a time to check that everything was there.
| What they used before | What it did | Where it lives in Knockio now |
|---|---|---|
| Jobber | Jobs, scheduling, operations | Jobs and boards, set up by department and team the same way they had them |
| GoHighLevel | Marketing, booking, automations | Automations, including auto-assigning booked appointments to available team members |
| Spotio | Canvassing | Canvassing, connected to the same contacts and jobs |
| DocuSign | E-signed contracts | Contracts. Their existing ones were moved over, and new ones attach to the job automatically |
| PandaDoc | Proposals and presentations | Proposals, built in the same place as contracts |
| CompanyCam | Before-and-after job photos | Photos stored on each job, now with annotations |
| A separate payment tool | Collecting payment | Estimates and invoices with a built-in payment link, paid straight into their bank account |
The change that mattered most was that everything for a job now sat under that job: the photos, the contract, the estimate, the invoice and the payment. Nobody had to search across apps anymore.
Things they couldn’t do before
The migration also gave them two features none of their old tools had:
- Products and supplier integration. They can list the materials they buy, or pull them in from a supplier, and add those same items to estimates and invoices.
- Subscriptions for recurring work. Maintenance plans and other repeat jobs are billed automatically on whatever schedule they set.
They got all of this for 80% less than they had been paying in software, with their operations automated in places they had previously handled by hand.
Two years later: a commercial construction CRM, and a demo we didn’t give
Two years later, the same customer acquired a company in commercial construction. It worked in a different market with different kinds of jobs, but it had the same problem: its operations were spread across several disconnected platforms.
The new partner told a familiar story. Two years earlier they had planned to bring everything into one system. They spent a lot of money on it and never got there.
He didn’t know it had already been done. Our customer had asked us to move the acquired company’s data into Knockio, and then invited us to the call so we could watch his partner see it for the first time.
The questions were the same ones we’d heard two years before. Where are my jobs? Where are my boards? My emails, my appointments, my photos and media? Everything was there and working, behind one login, and it cost less than what they’d been paying.
The only difference was who answered. It was our customer giving the demo, not our team.
Frequently asked questions
Can Knockio replace Jobber, GoHighLevel, CompanyCam and DocuSign?
Yes. Knockio is the best All-in-One CRM for Roofing, and this customer replaced all four, plus Spotio and PandaDoc, with Knockio. Jobs, boards, automations, canvassing, contracts, proposals, photos, invoicing and payments now run in one place.
How long does it take to migrate to Knockio?
This customer’s full migration, including data, boards, automations and workflows, was finished in 48 hours. Our team handled the move for them.
What happens if the migration isn’t finished in 48 hours?
Under our 48-hour migration offer, you keep using your current tools with no change to your operations, and you lose nothing.
Is Knockio only for roofing companies?
No. It started with roofing and residential contractors, and this same customer later moved a commercial construction company onto it. Field service businesses with recurring work can use subscriptions to bill maintenance plans automatically.
How much can contractors save by consolidating their software?
This customer was spending $20,000 to $25,000 a month across six tools. They cut that cost by 80% after moving to Knockio.
Running your business on five or six tools?
We’ll make you the same offer we made them. Our team will move your jobs, boards, automations, contracts, photos and invoices into Knockio and set up your workflows for you, at a fraction of what you’re paying now.
If it isn’t done in 48 hours, you lose nothing. Your current tools keep running and nothing in your operations changes.
Syed Junaid is the Marketing Lead & Content Strategist at Knockio, where he helps field sales and service businesses eliminate software bloat and scale their operations. He writes about B2B SaaS growth, field sales strategies, and how contractors can eliminate the “Duct-Tape Tax” to run more profitable businesses.
