Close More Heating and Cooling Jobs
HVAC Sales App &
CRM Software
Knockio is built for heating and cooling businesses that need hvac sales and CRM tools, field service software, and simple job management in one connected system. Capture leads, manage customers, schedule service, dispatch techs, create estimates, send proposals, track payments, and move each job from first call to completed service.
Built for service, sales, and dispatch teams
Manage Leads, Jobs,
and Customers
Knockio helps HVAC companies manage lead management, customer management, appointment scheduling, job tracking, service history, and follow-ups in a clean workflow. Office staff, sales reps, and techs can handle new calls, estimates, booked visits, technician updates, invoices, and payments without switching tools all day.
Lead CRM
Capture leads from calls, forms, referrals, campaigns, and door-to-door visits. Store system needs, property notes, tasks, contact history, and follow-up details.
Job Scheduling
Book repairs, tune-ups, installs, estimates, and service visits. Assign the right technician, update schedules, and keep daily work moving without confusion.
Service History
Keep customer records, equipment notes, past service details, photos, documents, messages, and job notes connected so techs understand each account before arrival.
Deal Pipeline
Track each opportunity from lead to estimate, proposal, approval, scheduled visit, invoice, payment, and completed service with clear pipeline stages.
Pricebook Estimates
Quote Service Work
with Clear Pricing
Create estimates using service type, labor, equipment needs, parts, pricing catalog, and field notes. Knockio helps teams build clean quotes, send digital proposals, review job value, and turn approved estimates into scheduled work without losing important customer data.
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Smart Dispatch
Send Techs to the Right Jobs
Knockio works as dispatching software with job management software tools for daily heating and cooling service work. Assign techs, plan routes, track job status, and give office staff better visibility into who is going where, what needs attention, and when the work is finished.
Assign Jobs
Send technicians to each service call with customer details, system notes, service history, photos, parts needed, and work order management details in the same workflow.
Optimize Routes
Use route optimization, GPS tracking, and crew tracking to reduce drive time, avoid gaps, and help techs reach more appointments each day.
Invoices & Payments
Turn Service Work Into
Faster Payments
Knockio helps HVAC contractors create invoices, track payment status, and manage billing after repairs, installs, estimates, and service visits. From quote to invoice to final payment, owners can see what was sold, what is due, and which accounts still need follow-up.
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Connect Your HVAC Tools
Keep Data Moving
Across Your CRM
Knockio supports useful integrations for service teams that want fewer manual updates. Connect tools like Salesforce, HubSpot, GoHighLevel, Google Calendar, Zapier, Flow Chef, email tools, and other apps through third-party connections and API access.
1
Service Plans
Manage seasonal tune-ups, repeat visits, service agreements, reminders, and recurring schedules so customers stay on track and revenue stays more steady.
2
Job Management
Use job management software to follow each request from first contact to estimate, scheduled service, technician update, invoice, payment, and completion.
3
Mobile App
Give field staff mobile app access for job notes, photos, routes, tasks, customer updates, service details, and on-the-go lead or job updates.
4
Customer Contact
Send and receive calls, messages, and emails inside the platform. Keep customer questions, appointment updates, and service conversations tied to each account.
5
Flow Automation
Use workflow automation to trigger reminders, task updates, follow-ups, pipeline changes, customer messages, and field service rules with Knockio’s native Flow Builder.
6
Service Reports
Use service reports and a reporting dashboard to review job progress, technician performance, revenue, close rates, lead sources, and field activity.
Common Questions