Restoration Job Management Software

Knockio is restoration job management software and CRM for contractors handling water, fire, and mold jobs. Manage customer records, damage photos, crews, equipment, materials, milestones, billing, and claim documentation in one place.

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What should restoration contractors look for in a CRM and job platform?

A restoration contractor should look for a CRM that carries the job from first response through the insurance claim. That means full customer and property records, fast damage documentation with annotated photos, crew scheduling, work orders with equipment and materials, e-contracts, and milestone-based payment collection. Knockio handles all of it in one platform. It adds live GPS tracking with proximity intelligence and a full job history per address, so every photo, note, and reading sits on one record the adjuster can be walked through. That depth, plus affordable pricing and support that picks up the phone, is what a generic CRM built for another trade leaves out.

Roofing contractors working on a residential roof

Why Restoration Pros Choose Knockio

Knockio helps restoration contractors manage customers, job documentation, scheduling, crews, equipment, materials, invoices, and payments. From the first emergency call to a settled claim, it all sits in one connected platform. Owners run mitigation and rebuild without losing track of who is where, what was documented, and what still needs billing.

Centralized Records

One Record for Every Loss

Centralized Records during every visit, log outcomes, add notes or voice notes, and move prospects into a clear CRM pipeline.

Customizable Job Pipeline

Knockio moves each job through stages you define, such as new loss, inspection, mitigation, drying, rebuild, and claim, so owners catch a job stuck waiting on an adjuster before it stalls.

Communication History Per Job

Knockio saves every call, text, and email with the homeowner, adjuster, and crew on the job record, so the full thread of a claim sits in one place instead of scattered across inboxes.

Respond & Schedule

Crew Scheduling and Dispatch

Knockio assigns first-response and rebuild crews to the right job and keeps the office and the field on the same calendar, so an emergency loss gets a crew moving without scrambling the whole day.

GPS Tracking With Proximity

Knockio shows where every crew is in real time and uses proximity intelligence to confirm how close they were to the address when they marked a job worked, so dispatch sends the closest crew to a new loss and the activity log holds up.

Automated Territory Creation

Knockio builds service territories automatically from zip codes and cities, so after a storm event you can carve up the affected area and balance crews by region in minutes instead of mapping boundaries by hand.

Document Every Loss

Photo Annotation for Records

Document every loss from lead to service with notes, status updates, documents, customer details, photos, and clear next steps, so every restoration job stays fully organized from first contact through final billing.

Job Notes, Surveys, and Readings

Knockio captures detailed notes and survey answers on every visit, so moisture readings, drying logs, and site conditions are recorded straight to the job instead of a paper slip lost on site.

Centralized File Storage Per Job

Knockio keeps the estimate, photos, drying logs, and signed agreements attached to the job record, so when the adjuster asks for documentation it is all in one place, not pulled from five sources.

Manage Equipment & Materials

Work Orders With Tasks, Budget, and Materials

Knockio carries a work order with tasks, a budget, and a material takeoff for the rebuild, so drywall, flooring, and finish materials are tracked against real numbers instead of a guess from the estimate.

Inventory Management for Equipment and Supplies

Knockio tracks products, variants, SKUs, cost, and markup for air movers, dehumidifiers, and rebuild supplies, with low-stock alerts so you know what is available before assigning it to a job.

Vendor Bills and Purchase Orders with Knockio

Knockio raises a purchase order to your supplier when stock runs low and records the vendor bill against that purchase order or a work order, so subcontractor and supplier spend ties straight to the job and your claim numbers stay accurate.

Get Paid

Digital Contracts with E-Signs

Knockio sends work authorizations and agreements for digital signature with a documented audit trail, IP address and timestamp logged on every view and signature, so you have authorization on file before mitigation starts.

Milestone-Based Collection

Knockio collects a deposit, progress draws as mitigation and rebuild phases complete, and the final balance at closeout, all tied to the job, so cash flow moves with the work instead of waiting on one claim payout at the end.

Flexible Payment Methods

Knockio processes tap to pay, text to pay, card, and ACH through its own payment platform, so deductibles and balances get collected on site or remotely, with the money tied to the right job.

One Record for Every Loss

Centralized Records during every visit, log outcomes, add notes or voice notes, and move prospects into a clear CRM pipeline.

Door-to-door canvassing in Knockio
Customizable Job Pipeline

Knockio moves each job through stages you define, such as new loss, inspection, mitigation, drying, rebuild, and claim, so owners catch a job stuck waiting on an adjuster before it stalls.

Lead management in Knockio
Communication History Per Job

Knockio saves every call, text, and email with the homeowner, adjuster, and crew on the job record, so the full thread of a claim sits in one place instead of scattered across inboxes.

Kanban-style sales pipeline in Knockio
OPERATING MODEL FLEXIBILITY

Built for How Your Restoration Business Actually Operates

A water mitigation contractor and a contents pack-out specialist share a trade name, but run completely different workflows. Knockio adapts to your specific psychrometric logs, TPA programs, and rebuild pipelines out of the box.

Water Mitigation & Drying

Engineered for emergency water mitigation (a large share of trade revenue). Dispatch 24/7 FNOL crews, capture Direction to Pay forms on site, log 3-to-5-day IICRC S500 psychrometric drying data, and scan equipment.

24/7 Emergency FNOLIICRC Psychrometric LogsDirection to Pay Forms

Reconstruction & Remodel

Manage the rebuild phase after mitigation completes. Build itemized reconstruction estimates, coordinate in-house or 1099 subcontractor framing/drywall crews, and collect additional invoices as repairs advance.

Mitigation-to-Rebuild Flow1099 Subcontractor MSAsBilateral Change Orders

Contents Pack-Out & Storage

Manage personal property restoration. Streamline digital pack-out logging with barcode/QR room itemization, tracking damaged belongings through off-site ultrasonic cleaning, warehousing vaults, and return delivery.

Barcode/QR Room LoggingWarehouse Vault TrackingChain-of-Custody Proof

Commercial & CAT Large-Loss

Serve commercial properties, hospitals, and multi-family HOAs (the majority of trade revenue). Streamline TPA program compliance (Alacrity, Sedgwick), track multi-building drying logs, and mobilize for storm catastrophes.

TPA Program SLA ComplianceMulti-Building Moisture LogsCatastrophe (CAT) Mobilization

How Knockio Replaces Your Taped-Together Restoration Stack

Stop paying for separate emergency dispatch apps, standalone moisture logging tools, and disconnected CRM spreadsheets. Knockio brings your mitigation crews and office into one platform.

Workflow StageOld Taped-Together StackWith Knockio All-in-One
24/7 DispatchUsing basic calendar apps without live GPS crew tracking or emergency scheduling for 2 AM flood calls.Visual drag-and-drop dispatch board with real-time GPS crew tracking and 24/7 scheduling.
Work AuthorizationsChasing paper signatures or using generic e-sign apps that accidentally include restricted AOB forms in Florida.Native e-contracts with automatic Direction to Pay forms and jurisdiction-gated AOB compliance.
Moisture LoggingTechnicians writing psychrometric atmospheric readings on paper charts that get lost before billing Xactimate.Digital IICRC S500 psychrometric drying logs and moisture scans saved directly to the permanent loss record.
Equipment BillingGuessing how many days dehumidifiers and air movers sat on site, leaving rental dollars off the carrier invoice.Barcode/QR equipment scanning left on site that automates daily per-diem rental billing against the claim.

Run Mitigation and Rebuild From One System

Knockio pulls the whole restoration job into one platform, so first response, drying, rebuild, and the claim file run from the same place. Track crews, document damage, manage equipment, capture readings, and send digital contracts, all in one system.

Live Field Tracking

Knockio monitors crews in real time with GPS tracking and proximity intelligence, so dispatch knows who is on which loss and can route the closest crew to the next emergency.

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Native Automation Builder

Knockio runs automations you build without code: an authorization request when a job is opened, an adjuster update when a phase completes, or an equipment-check reminder during drying. You set the trigger and Knockio handles the rest.

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Job History and Media

Knockio keeps every job's annotated photos, drying logs, and notes in one view, so the office, the field, and the adjuster work from the same record.

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E-Contracts

Create contracts, send them for approval, capture digital signatures, and move every accepted deal forward without messy paperwork.

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CRM Integrations

Knockio integrates your restoration jobs and claim records with Salesforce, HubSpot, Google Calendar, and GHL, reaching thousands of apps via Zapier, FlowChef, and webhooks.

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Team Communication

Knockio connects mitigation crews, rebuild teams, and adjusters to the same job record through assignees and notes, so claim updates reach everyone without a separate email chain.

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Frequently Asked Questions

Everything Restoration Pros Ask Before Switching to Knockio

Switching software is a real decision when your whole job documentation, claim history, and billing live inside it. Here are the questions restoration contractors ask most before making the move.

Look for 24/7 emergency dispatching, complete loss history per address, Direction to Pay and work authorization e-contracts, daily IICRC S500 psychrometric moisture logs, equipment barcode scanning, and flexible billing—all tied to one job record. The platform should carry both mitigation and reconstruction without forcing you into two tools. Knockio was built to run both from the same system.
Yes. Technicians can record daily relative humidity (RH), temperature, GPP (grains per pound), and moisture meter percentage readings across affected rooms directly into the permanent loss record to satisfy insurance adjusters.
Yes. In reform states like Florida (SB 2-A) where post-loss Assignment of Benefits (AOB) agreements are prohibited, Knockio automatically gates your template library—substituting legally compliant Direction to Pay forms and Contingency Agreements.
Yes. Technicians can scan barcodes or QR codes on dehumidifiers, air movers, and HEPA scrubbers left on site. Knockio logs the exact deployment and removal dates, automating daily equipment rental counts to support your Xactimate billing.
DASH is a legacy enterprise system with complex overhead, Encircle focuses primarily on field documentation without full CRM invoicing, and Jobber lacks restoration-specific workflows like psychrometric moisture logging and Direction to Pay forms. Knockio combines 24/7 GPS dispatching, IICRC moisture logs, barcode equipment tracking, and e-contracts in one flat-rate platform.

Trusted by 100’s of customers

Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.

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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

⭐⭐⭐⭐⭐

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