Run one simple board or a dozen for different departments and crews
Run one simple board or a dozen for different departments and crews; there's no cap.
Sales Pipeline Software
for Service Businesses
If you have to ask three people where a job stands, your pipeline isn't a pipeline. Knockio gives every team its own board — sales, production, billing — with stages you name, cards you drag, and jobs that move themselves between boards the moment their status changes. Sort by what's been sitting too long or what's worth the most, and stop running the business on sticky notes.
Schedule a DemoWhat is pipeline software for home service businesses, and how does it work?
Pipeline software organizes leads, jobs, and work orders into visual boards with custom stages, so you can see exactly where everything stands at a glance. Knockio lets you build unlimited boards, create your own stages, sort jobs by how long they've sat in a stage or by total value, and assign specific boards to specific roles — and because a job can carry a status that exists on two boards, it can appear on both at once without duplicating the record.
Everything You Need,
Built Into One Platform
Run one simple board or a dozen for different departments and crews
Run one simple board or a dozen for different departments and crews; there's no cap.
Build a Board That Matches How You Work
Each stage is tied to a status you've defined
Each stage is tied to a status you've defined, so the board and the record always agree.
Cluster stages into named groups to keep a larger workflow easy to navigate
Cluster stages into named groups to keep a larger workflow easy to navigate.
Sort and Find What Matters Fast
Surface jobs that have sat too long
Surface jobs that have sat too long so stalls don't hide at the bottom of a column.
Put the biggest deals at the top
Put the biggest deals at the top so your team works the money first.
Find any job fast without scrolling the whole board
Find any job fast without scrolling the whole board.
Boards That Work Like Departments
Assign each board to specific roles
Assign each board to specific roles so a department sees its own workflow, not everyone's.
Sales, production, and billing each get a board built around how they actually work
Sales, production, and billing each get a board built around how they actually work.
When one team finishes, the job moves to the next team's board automatically
When one team finishes, the job moves to the next team's board automatically.
One Job, Tracked Everywhere It Needs to Be
When two boards share a status, a job appears on both at once
When two boards share a status, a job appears on both at once — no duplicate records.
Boards link to estimates, work orders, invoices, and payments
Boards link to estimates, work orders, invoices, and payments, so a moving card is the real job with real data.
Move a card and Knockio updates the underlying status behind the scenes
Move a card and Knockio updates the underlying status behind the scenes.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
Manage Every Job From First Contact to Final Walkthrough
Knockio's boards connect directly to estimates, work orders, invoices, and payments — so a job moving across your pipeline isn't just a card sliding across a screen. It's the real job, with real data, visible to whichever department needs it next.
Instant visual updates
Drag a job to a new stage and the board updates immediately for everyone looking at it, in the office or out in the field on a phone.
Automated movement across departments
Trigger a task or notification the moment a job enters a stage, so handoffs between sales, production, and billing happen without anyone forgetting to send an update.
A clearer operation, top to bottom
When everyone can see exactly where a job stands, fewer things slip through the cracks — meaning faster closes, faster production, and a business that runs on visibility.
Frequently Asked Questions
Everything Teams Ask Before Using Knockio Service CRM
A pipeline is only worth switching to if it fits how your teams actually hand off work. Here's what service businesses ask most.
Yes. Build unlimited boards — one for a small crew or a dozen for different departments — and assign each to the roles that should see it.
Through shared statuses. If a status exists on both the sales and production boards, moving the job into that status makes it appear on the next board automatically, with no duplicate record.
Yes. Sort any stage by how long jobs have been sitting there — or by dollar value — so stalls and high-value deals rise to the top.
You do, by role. Each board is assigned to specific roles, so only the right department sees its own workflow.
Yes. Moving a card to a new stage updates the underlying status automatically, keeping the record and the board in sync.
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
⭐⭐⭐⭐⭐
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
⭐⭐⭐⭐⭐
The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!
Bar Galanti
⭐⭐⭐⭐⭐
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
⭐⭐⭐⭐⭐
