Customer and Equipment History in One Record
Manage Customers and Jobs during every visit, log outcomes, add notes or voice notes, and move prospects into a clear CRM pipeline.
HVAC Software for Service & Install
Knockio is HVAC software and CRM built for contractors who need one place to book calls, dispatch techs, hold customer and equipment history, build estimates, schedule installs, and collect payment in the field. No more working off a whiteboard, a text thread, and a paper invoice that never make it back to the same desk.
Schedule a DemoWhat should HVAC contractors look for in a CRM and service platform?
An HVAC contractor should look for a CRM that carries the whole job, from the booked call to the paid invoice. That means customer and equipment records, scheduling and dispatch, technician tracking, estimates and service agreements, work orders with parts, e-signed approvals, and on-site payment. Knockio handles all of it in one platform. It also adds live GPS tracking of techs and full job history per address, so the next visit starts with everything the last tech already learned. That depth of service record, plus affordable pricing and support that actually knows the trade, is what a generic CRM built for another industry leaves out, and it is what makes an HVAC CRM for contractors worth keeping in the truck.
Why HVAC Contractors Choose Knockio
Knockio helps HVAC companies manage customers, equipment history, scheduling, dispatch, techs, estimates, parts, invoices, and payments. From the first service call to the signed-off install, it all sits in one connected platform. Owners run the board and the field without losing track of who is where, what was done, and what still needs billing.
Manage Jobs
Dynamic Job Pipeline for HVAC Stages
Move jobs through clear stages like new call, scheduled, dispatched, diagnosed, estimate sent, approved, installed, and invoiced. Statuses are fully customizable for better workflow.
Scheduling and Dispatch That Match the Board
Assign service calls and install jobs to the right tech or crew, and keep the office and the field reading the same schedule instead of two versions that drift apart by mid-morning.
Track the Field
Live GPS Tracking of Every Tech
See where every tech is in real time, so dispatch routes the closest person to the next emergency instead of guessing. Pin drop verification confirms how close a tech was when marking a job worked.
Route Planning for Service Days
Plan smarter, tighter routes so your techs cover more calls in a single day, instead of crossing town twice for two jobs that sit only three blocks apart and burning fuel, time, and daylight doing it.
Automated Territory Creation
If you run maintenance memberships or new-system sales by area, build territories automatically from zip codes and cities instead of mapping every boundary by hand. Most HVAC tools simply do not do this.
Work Orders and Parts
Work Orders With Tasks, Budget, and Materials
Track work orders and parts from lead to service with notes, status updates, documents, customer details, photos, and clear next steps, so every HVAC job stays organized from the first call to the final invoice.
Purchase Orders When Parts Run Short
When a part is not in inventory, fire off a purchase order straight from the work order. Knockio tracks products, variants, SKUs, cost, and markup, and flags low stock before you run out mid-job.
Assign Jobs to Crews or Subcontractors
Work orders can go to your own install crew or to a subcontractor, with tasks, notes, photos, and the schedule all attached, so whoever does the work has the full picture.
Documents and Media
Job Photos and Equipment Media in One Place
Upload before-and-after photos, model and serial shots, and problem images straight to the job. The next tech, the office, and the customer all get the full visual record.
E-Contracts With Legal Protection
Send service agreements and approvals for digital signature with IP address and timestamp logging built in, so you have a documented trail if a job is ever disputed.
Centralized File Storage Per Job
Keep warranties, permits, manuals, and invoices attached right to the customer record, not scattered across email and a folder nobody can find when the warranty claim comes up.
Quote and Get Paid
Estimates and Service Agreements
Build clean estimates with optional line items, so a customer can add a surge protector or a better filter without a second visit. Save templates for your common repairs and installs, and pull from a product and service catalog so pricing stays consistent across every tech.
Digital Contracts With E-Signatures
Send an estimate or service agreement the customer reviews and signs from their phone, with a documented audit trail. Change orders work the same way, so a mid-job upsell is logged instead of scribbled on a clipboard.
Flexible Payment Collection
Collect deposits, milestone payments, and final balances through tap to pay, text to pay, card, or ACH, all tied directly to the job through Knockio's own payment processing. The tech leaves with the money instead of mailing an invoice and waiting.
Customer and Equipment History in One Record
Manage Customers and Jobs during every visit, log outcomes, add notes or voice notes, and move prospects into a clear CRM pipeline.
Dynamic Job Pipeline for HVAC Stages
Move jobs through clear stages like new call, scheduled, dispatched, diagnosed, estimate sent, approved, installed, and invoiced. Statuses are fully customizable for better workflow.
Scheduling and Dispatch That Match the Board
Assign service calls and install jobs to the right tech or crew, and keep the office and the field reading the same schedule instead of two versions that drift apart by mid-morning.
Live GPS Tracking of Every Tech
See where every tech is in real time, so dispatch routes the closest person to the next emergency instead of guessing. Pin drop verification confirms how close a tech was when marking a job worked.
Route Planning for Service Days
Plan smarter, tighter routes so your techs cover more calls in a single day, instead of crossing town twice for two jobs that sit only three blocks apart and burning fuel, time, and daylight doing it.
Automated Territory Creation
If you run maintenance memberships or new-system sales by area, build territories automatically from zip codes and cities instead of mapping every boundary by hand. Most HVAC tools simply do not do this.
Work Orders With Tasks, Budget, and Materials
Track work orders and parts from lead to service with notes, status updates, documents, customer details, photos, and clear next steps, so every HVAC job stays organized from the first call to the final invoice.
Purchase Orders When Parts Run Short
When a part is not in inventory, fire off a purchase order straight from the work order. Knockio tracks products, variants, SKUs, cost, and markup, and flags low stock before you run out mid-job.
Assign Jobs to Crews or Subcontractors
Work orders can go to your own install crew or to a subcontractor, with tasks, notes, photos, and the schedule all attached, so whoever does the work has the full picture.
Job Photos and Equipment Media in One Place
Upload before-and-after photos, model and serial shots, and problem images straight to the job. The next tech, the office, and the customer all get the full visual record.
E-Contracts With Legal Protection
Send service agreements and approvals for digital signature with IP address and timestamp logging built in, so you have a documented trail if a job is ever disputed.
Centralized File Storage Per Job
Keep warranties, permits, manuals, and invoices attached right to the customer record, not scattered across email and a folder nobody can find when the warranty claim comes up.
Estimates and Service Agreements
Build clean estimates with optional line items, so a customer can add a surge protector or a better filter without a second visit. Save templates for your common repairs and installs, and pull from a product and service catalog so pricing stays consistent across every tech.
Digital Contracts With E-Signatures
Send an estimate or service agreement the customer reviews and signs from their phone, with a documented audit trail. Change orders work the same way, so a mid-job upsell is logged instead of scribbled on a clipboard.
Flexible Payment Collection
Collect deposits, milestone payments, and final balances through tap to pay, text to pay, card, or ACH, all tied directly to the job through Knockio's own payment processing. The tech leaves with the money instead of mailing an invoice and waiting.
OPERATING MODEL FLEXIBILITY
Built for How Your HVAC Business Actually Operates
An emergency repair business and a commercial refrigeration contractor share a trade name, but run completely different workflows. Knockio adapts to your specific dispatch model, maintenance agreements, and install pipeline out of the box.
Emergency Service & Repair
Designed for fast-paced diagnostic dispatching. Quote trip fees at booking, assign the nearest available technician using the live rep map, present flat-rate repair quotes on a tablet, and collect payment before leaving the driveway.
Live GPS Rep TrackingFlat-Rate Price BooksOn-Site Payment Collection
Preventive Maintenance Plans
Build a predictable recurring revenue engine. Manage seasonal spring and fall tune-up agreements, automate member-only discount pricing, and bill recurring membership fees via recurring invoicing and add state-compliant renewal notices to your agreements.
Recurring InvoicingSeasonal Tune-Up RoutesMember Discount Tracking
Residential Replacement & Retrofits
Convert aging systems into high-efficiency replacements. Build interactive Good/Better/Best tiered proposals, present the monthly financing you offer (GreenSky/Wisetack and the like), and track municipal permit inspections.
Good/Better/Best TiersFinancing Docs on FileDeclined-Repair Waivers
IAQ & Commercial Refrigeration
Manage complex multi-system commercial HVAC and refrigeration contracts alongside residential Indoor Air Quality (IAQ) dehumidifier, HEPA filtration, and duct-sealing installations.
EPA 608 Compliance LogsCommercial Asset TrackingIAQ System Upgrades
How Knockio Replaces Your Taped-Together HVAC Stack
Stop paying for basic calendar dispatch apps, standalone proposal builders, and manual spreadsheet maintenance tracking. Knockio brings your technicians and office into one platform.
| Workflow Stage | Old Taped-Together Stack | With Knockio All-in-One |
|---|---|---|
| Scheduling & Dispatch | Using basic calendar apps or whiteboards with zero live GPS tech tracking. | Visual drag-and-drop dispatch board with real-time GPS technician tracking and routing. |
| Estimating & Sales | Handwritten paper quotes or basic PDFs with no tiered Good/Better/Best pricing options. | Interactive Good/Better/Best proposals with optional add-on line items and the financing you offer. |
| Maintenance & Billing | Spreadsheets tracking tune-up dates and manual invoicing for recurring service contracts. | Automated PMA memberships with recurring invoicing and seasonal maintenance reminders. |
| Equipment & History | Technicians calling the office to ask what filter size or condenser unit the house has installed. | Permanent property records storing model numbers, serial tags, EPA logs, and warranty dates. |
Keep Customers, Techs, and Job Updates Organized
Knockio makes HVAC job management simple with HVAC software and field service CRM tools in one place. Track techs, manage the schedule, upload job media, automate follow ups, and send digital contracts, all from the same platform.
Live Field Tracking
Monitor techs in real time with GPS tracking. It helps with dispatch, accountability, and knowing exactly who is on which call right now.
Learn MoreFlow Automation
Automatically handle the repetitive office work like maintenance reminders, follow ups, and appointment confirmations, so a customer due for a tune-up does not slip through the cracks.
Learn MoreMedia and Measurements
See every job's photos, equipment details, and service notes in one view, so the office and the field are looking at the same record instead of asking each other for it.
E-Contracts
Build, send, review, and sign contracts in one workflow so approved deals move ahead without paperwork or repeated follow-up delays.
Learn MoreCRM Integrations
Knockio links your HVAC customer and dispatch data to Salesforce, HubSpot, Google Calendar, and GHL, with thousands more apps through Zapier, FlowChef, and webhooks.
Learn MoreTeam Communication
Knockio connects dispatchers, techs, and office staff to every job through shared assignees and internal notes, so nothing gets lost between shifts.
Learn MoreFrequently Asked Questions
Everything HVAC Contractors Ask Before Switching to Knockio
Switching software is a real decision when your whole schedule, customer history, and equipment records live inside it. Here are the questions HVAC contractors ask most before making the move.
Yes. Knockio's native iOS and Android apps allow technicians and comfort advisors to generate multi-option Good/Better/Best proposals in the field. They can pull pre-saved equipment templates, apply member discounts, and capture digital signatures on the spot.
Knockio automates your entire PMA workflow. You can set up monthly, quarterly, or annual billing cycles with automatic card processing, track member-only repair discounts, and trigger automated SMS or email reminders when a customer is due for their seasonal tune-up.
Yes. Every property record in Knockio maintains a dedicated equipment history log where technicians can record model numbers, serial tags, installation dates, filter sizes, EPA 608 refrigerant types, and manufacturer warranty expiration dates.
ServiceTitan is built and priced for large enterprise operations with heavy overhead, while Housecall Pro relies on paid add-ons for advanced sales features. Knockio brings dispatch, equipment history, Good/Better/Best estimating, work orders, and payments together in one flat-rate system—adding live GPS tracking, automated territory canvassing for changeout campaigns, and personalized support.
Yes. Knockio connects your customer records, invoices, and payments to the tools you use via Zapier and webhooks. You can also present the monthly financing you offer and store the signed lender agreement (GreenSky, Service Finance, Wisetack, and the like) on the customer record.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
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
⭐⭐⭐⭐⭐
