Custom Report Builder
Define your own rules and conditions to generate a report, instead of being stuck with a handful of generic templates that almost fit your business.
Reporting Software
for Data-Driven Decisions
Knockio's reporting software for data-driven decisions helps you see what is working and what needs fixing. Build custom reports for conversion rates, territory performance, field activity, payments, and stalled leads. Create the report once, and Knockio keeps your data updated for smarter decisions.
Schedule a DemoWhat kinds of reports can home service businesses build with Knockio?
Knockio lets home service businesses build custom reports based on their own rules, covering things like conversion rates, rep performance by territory, time spent in the field, leads that passed through specific statuses, forecasted revenue, incoming and outgoing payments, and employee check in and check out times. Because the reports are built on custom rules rather than fixed templates, you can create the exact report your business needs instead of settling for whatever a platform like ServiceTitan or Jobber decided to pre build.
Everything You Need,
Built Into One Platform
Custom Report Builder
Define your own rules and conditions to generate a report, instead of being stuck with a handful of generic templates that almost fit your business.
Build Reports Around Your Own Rules
Reports for Any Part of Your Operation
Build reports around sales, field activity, payments, or staffing, all from the same data already living inside Knockio.
Reports That Update With Your Data
Set up a report once and it reflects your live job, payment, and activity data going forward, no manual refresh or export required.
Understand Your Sales and Conversions
Conversion Rate Reports
See exactly what percentage of leads turn into booked jobs, broken down however you need it, whether that is by rep, source, or territory.
Reports on Leads by Status History
Build a report showing every lead that passed through a specific status, which is the fastest way to find out exactly where deals are stalling out.
Forecasted Revenue Reports
Build a forward looking report on pipeline value and expected close dates, so you are planning around real numbers instead of a gut feeling.
Track Your Field Team's Real Performance
Rep Performance by Territory
Build a report comparing how reps perform in different territories, helping you figure out if results come from skill, territory quality, or both.
Time Spent in the Field Reports
See exactly how much time each rep actually spends in the field versus sitting idle, based on real location and activity data, not their word for it.
Employee Check In and Check Out Reports
Build a report tracking when employees check in and out each day, giving you a clear record for payroll, accountability, and scheduling decisions.
Stay on Top of Every Dollar
Incoming and Outgoing Payment Reports
Build a report showing money coming in and money going out across all your jobs, so you always know where your cash position actually stands.
Due and Paid Payment Reports
See which invoices are paid and which are still due at a glance, broken down by customer, job, or date range.
Reports Tied to Jobs, Invoices, and Estimates
Every report pulls from the same connected data running your jobs, so the numbers always match what is actually happening on the ground.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
Manage Your Business With Numbers, Not
Guesses
Knockio's reports pull directly from the same job, payment, and activity data already living in your boards, work orders, and invoices, so what you see in a report is exactly what is happening in your business right now, not a stale export from last month.
Instant Access to the Numbers That Matter
Build a report once and check it whenever you need it, with current data pulled straight from your jobs, payments, and field activity, no manual exporting or spreadsheet rebuilding required.
Reports That Drive Action, Not Just Awareness
Use Knockio's automation builder alongside your reports to trigger follow ups automatically, like flagging a rep whose field time is dropping or alerting your office when forecasted revenue for a territory falls behind.
Smarter Decisions Across Sales, Field, and Finance
When owners and managers can see real conversion rates, real rep performance, and a real financial picture, they make better decisions faster, whether that is reassigning a territory, adjusting staffing, or chasing down overdue invoices.
Frequently Asked Questions
Everything Teams Ask Before
Using Knockio Service CRM
Service teams need more than a basic contact list. Knockio connects customer records, leads, jobs, estimates, schedules, crews, invoices, payments, and field updates. It helps sales, office, and field teams work from the same information, so jobs move faster with less confusion.
Yes. Knockio lets you create custom rules and conditions to generate a report, so you are not limited to a fixed set of preset templates.
Yes. You can create a conversion report broken down by rep, territory, source, or any other rule that matters to your business.
Yes. Knockio can generate a report showing how much time each rep actually spends in the field, based on real activity and location data.
Yes. You can create a report that shows every lead or job that passed through a specific status, which helps identify exactly where deals are stalling.
Yes. You can build forecasted revenue reports based on your pipeline data, giving you a realistic view of expected revenue going forward.
Yes. Knockio supports reports covering incoming, outgoing, due, and paid payments, giving you a clear and current financial picture at all times.
Yes. You can build a report on employee check in and check out activity, useful for payroll, accountability, and scheduling decisions.
Customer Reviews
What Field Service and Sales
Teams Say About Knockio
This app is the best thing that has happened to our company! Asad is absolutely amazing! He is so responsive, it doesn't matter what time of day he is on it! I highly recommend this company add this app!
Lacey Jackson
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Knockio is a great product! We use it for our roofing sales canvassing. Their support team is responsive and fixes issues immediately. Highly recommend!
Ben Loveland
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The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!
Bar Galanti
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Knockio is the best! My team and I absolutely love using it - it is so user friendly and simple. Support is brilliant too, nothing is ever too much trouble. The best on the market. Thanks Knockio!
Georgia Hancocks
⭐⭐⭐⭐⭐
We love Knockio so far! It is solving a lot of the issues of the other canvassing apps. The team have worked with us providing excellent fast support. Highly recommend if you're seeing people face to face.
Sarah Bennett
⭐⭐⭐⭐⭐
Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with and needed, and everything has been addressed. Highly recommend.
Ayana Hall
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