The CRM built to organize your field service operations

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 ourcanvassing 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.

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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.

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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.

Pro-rated billing
No setup fee
No contracts

Organize

For teams that need CRM, pipelines, estimates, work orders, invoices, contracts, and customer records.

$30/user/mo

$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
Recommended

Growth

Canvassing, CRM, jobs, estimates, invoices, payments, and reporting in one platform.

$45/user/mo

$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.

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Keep 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.

Knockio Service CRM is a customer and field service management system that covers everything from the first lead to the final payment: customer details, jobs, crews, schedules, estimates, and invoices. It keeps that data connected so sales teams, office staff, and field crews all work from the same system.
Knockio covers the full workflow: capturing leads, storing customer details, creating estimates, scheduling jobs, assigning crews, tracking job progress, uploading photos, sending invoices, and following up with customers afterward.
Yes. Knockio keeps customer's notes, past visits, job details, photos, documents, invoices, payments, and messages together on their profile, so your team can see what happened before and what's next.
Yes. Knockio supports estimates, proposals, invoices, and payment tracking. Your team can move a customer from lead to estimate, then from approved work to scheduled job and invoice. This keeps sales and service steps connected instead of spread across different tools.
Yes. Knockio is built for teams that need both sales and service workflows. Sales reps can manage leads and proposals, while office and field teams can manage scheduling, dispatching, job updates, invoices, and customer service history from the same CRM.

Customer Reviews

What Field Service and Sales
Teams Say About Knockio

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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
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
Ben Loveland

⭐⭐⭐⭐⭐

The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!

Bar Galanti
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
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
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
Ayana Hall

⭐⭐⭐⭐⭐

See Knockio In Action

Book a Demo Now!

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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.

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Knockio mobile app screen