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Knockio is a Field Service CRM that keeps every customer detail in one place. When your reps close a deal with our door-to-door app, the customer record is ready right away. Track leads, log calls and texts, store photos and quotes, and see past visits. Since it's one Field Sales and Service Platform, your team can pull up any customer's history fast. For scheduling and dispatch, our Field Service Management Software takes it from there.
Customer records
Most service businesses already have the information. It's just spread across a rep's phone, an inbox, a spreadsheet and a technician's memory. Knockio keeps it on the customer record, so it stays put when people change roles or leave.
Contact details, addresses, notes, photos and documents for every customer and property. Add custom fields for what your trade tracks, like equipment model or gate code.
Past jobs, estimates, invoices, payments and photos stay on the customer's profile. Before a return visit, your team can see what was done, what was quoted but not sold, and what's been paid.
Call and text from your business number and connect your work email. Every conversation is saved to the customer automatically instead of living on someone's personal phone.
Build boards with your own stages. Sort by how long a lead has been sitting or by what it's worth, so the big quote that went quiet doesn't sink to the bottom of a column.
When a lead says yes, it becomes a customer with the notes, photos and visit history from the first conversation still attached.
Quote from your product catalog, send by text or email, and let the customer accept and sign online. Unanswered estimates get automatic follow-up reminders.
Set up appointment reminders, "we're on the way" texts and unpaid-invoice reminders once. They go out on their own when a job moves to the next step.
Group customers by service history, location or status, then run a win-back or seasonal campaign to the right list and see which ones turn into booked work.
Hide contact details or pricing from subcontractors and limit reps to the customers assigned to them.
Pay per user with no contract. Your price drops automatically once you reach five users.
Most teams that need a CRM start here.
$35/user/mo for 1–4 users · $30 from 5 users
Optional add-on: Engage business phone numbers, $15/number/mo
Canvassing, CRM, jobs, estimates, invoices, payments, and reporting in one platform.
$60/user/mo for 1–4 users · $45 from 5 users
Optional add-on: Engage business phone numbers, $15/number/mo
After the first job
The first job is the hardest to win. After that, the work is remembering the customer: the maintenance reminder in March, the follow-up on the quote they weren't ready for, the check-in after a good visit. Knockio keeps those next steps on the record so they actually happen.
Book a DemoCalls, texts and emails stay with the customer, even after the rep who sent them moves on.
Estimates send their own reminders, and automations create tasks when a job moves to the next step.
When a deal is won, the job moves to your production board with the scope and notes attached. Scheduling, work orders and job costs are covered in Knockio's field service management software.
Keep it. Knockio integrates with HubSpot, Salesforce and GoHighLevel, so contacts and deal stages stay in sync while your field team works in Knockio. Connect Google Workspace or Microsoft 365 for email and calendars, QuickBooks for the books, and thousands more apps through Zapier, FlowChef or the API.
See all integrations →Frequently Asked Questions
What service teams usually ask before moving their customers into Knockio.
Customer Reviews
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!
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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!
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The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!
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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!
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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.
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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.
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See Knockio In Action
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Plan campaigns, capture leads, dispatch crews, manage jobs, and update customers from anywhere. Your canvassing and field service work stays connected in one app.
