The Complete Field Service CRM for Contractors
Knockio is a field service CRM built to run your back office, from customer records to crew dispatch and invoicing. When your sales reps close a deal using our canvassing app , this contractor CRM takes over. Manage work orders, dispatch crews, send digital estimates, and collect on-site payments without ever switching between disconnected tools.
Smarter Service CRM, Better
Field Control
Field work gets confusing when leads, jobs, notes, calls, crews, and invoices live in different tools. Knockio keeps customer data and service work connected.
1
Customer Management
Store customer names, contact details, addresses, notes, photos, job history, and service records in one simple CRM for faster daily work.
2
Lead to Job Conversion
Turn new leads into customers, estimates, proposals, scheduled jobs, invoices, and payments without losing important sales or service details.
3
Job Scheduling
Schedule jobs, assign crews, manage appointments, and keep office teams and field teams updated before work starts.
4
Crew Dispatching
Send the right crew to the right job with clear customer details, job notes, location, and task information.
5
Estimates and Proposals
Create estimates, send digital proposals, share pricing details, and move approved work into the next service step.
6
Invoices and Payments
Create invoices, track payments, and connect billing details to the same customer and job record for easier follow-up.
7
Service History
Keep past jobs, notes, photos, documents, calls, messages, and invoices connected to each customer for better future service.
8
Task Tracking
Assign tasks, set reminders, track job progress, and help teams know what needs to be done next.
9
Field Updates
Let crews update job status, add notes, upload photos, and share work details from the field in real time.
Straightforward pricing. No surprises.
Start with the plan your team needs now. Add users as you grow, with volume discounts applied automatically at 5 users.
Organize
For teams that need CRM, pipelines, estimates, work orders, invoices, contracts, and customer records.
$35/user for 1–4 users
Features Included:
- Pipelines & Lead Management
- Estimates & Work Orders
- Invoices & Payments
- Digital Contracts & E-Signature
- Email Communication & Permissions
- Engage Add-On ($15/number/mo)
- Zapier & FlowChef integrations
Growth
Canvassing, CRM, jobs, estimates, invoices, payments, and reporting in one platform.
$60/user for 1–4 users
Features Included:
- Full sales-to-payment workflow
- Unlimited workspaces
- Prospect + full CRM in one platform
- Estimates, invoices & vendor billing
- Dedicated success manager
- Engage Add-On ($15/number/mo)
- Zapier & FlowChef integrations
A New Way Forward
Manage Service Work From First Lead to Final Payment
Knockio helps service teams stop switching between separate sales, CRM, scheduling, and billing tools. Your office can manage customer records, while field crews handle job updates from the field. This helps teams save time, reduce missed details, and keep every job moving forward.
Schedule a DemoKeep Customer Data Clean
Save contact details, job notes, photos, history, and service records in one place.
Connect Office and Field
Share schedules, job updates, crew tasks, and customer details with the full team.
Finish Jobs Faster
Move from estimate to approval, schedule, invoice, and payment without scattered tools.
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.