Knockio is one of the best all-in-one platforms for roofing contractors who need a single place to hold customer records, manage crews, schedule inspections, track production, and collect payments. Built with input from professional roofers to match real-world workflows, Knockio connects your door to door roofing sales tracking directly to your back-office operations to help teams sell, manage jobs, and grow faster.
Schedule a DemoWhat should roofing contractors look for in a CRM and job management platform?
A true roofing project management software carries the whole job, from the first inspection to the last dollar collected. That means complete customer and property records, a job pipeline that matches roofing stages, crew and production scheduling, work orders with materials, job photos, e-contracts, and payment collection. Knockio handles all of it in one platform. It also adds live GPS tracking of field reps and automated territory creation, so a job's full history lives in a single record. That depth, plus affordable pricing and support that actually knows roofing, is what generic CRMs leave out.
Knockio is a roofing contractor software built to manage customer records, inspections, crews, production, work orders, inventory, and payments. From the first knock to the completed roof, it all sits in one connected platform. It is a complete roofing management software that allows owners to run sales and production without the confusion of two systems that never quite agree.
Every job record holds the address, contacts, custom fields, photos, notes, tasks, and full ownership history. When a homeowner calls back about a repair, your team sees the whole history instead of digging through texts.
Move jobs through clear stages like lead, inspection, estimate, proposal, approval, production, payment, and closeout. Statuses stay fully customizable, so you name and order them to match your own shop and run unlimited boards.
Assign crews to jobs, track production progress closely, and keep the office and the field reading one shared schedule instead of two versions of the truth. Everyone sees who is on which roof next.
Build canvassing territories automatically from zip codes and cities, instead of drawing every single boundary by hand. After a storm, carve up a whole area and get reps knocking doors in minutes, not hours, unlike most roofing CRMs.
See where every canvasser and crew is in real time, which helps with accountability, safety, and knowing exactly who works which street right now. Pin drop verification confirms how close a rep stood when marking a door worked. See how door-to-door roofing reps use canvassing software.
Plan smarter, tighter routes so your roofing reps hit far more doors in less time each day, instead of crisscrossing the very same blocks over and over and burning the daylight hours that matter most after a storm.
Build a work order with tasks, a budget, and a material takeoff for every roof. The job is tracked against real numbers, not a rough guess from the estimate, and the office can see exactly what was used and what it cost.
When shingles or flashing are 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.
Work orders can go directly to your own in-house crew or to a trusted outside subcontractor, with tasks, notes, photos, and the full production schedule all attached, so whoever climbs the ladder on that roof always has the complete picture.
Upload before, during, and after photos straight to the job. Insurance adjusters, homeowners, and your own crew all get the full visual record in one spot instead of scattered across phones.
Send contracts for digital signature with IP address and timestamp logging built in. If a job is ever disputed, you have a documented trail instead of a he-said argument.
Keep permits, warranties, and insurance documents attached right to the job record, not scattered across email and a filing cabinet drawer nobody can find when a claim comes up.
Build clean, accurate estimates using roof measurement data from EagleView or other providers. Pricing reflects the actual roof, not a satellite guess. Add optional line items, save templates, and pull from a product catalog so pricing stays consistent.
Send a proposal the homeowner reviews and signs from their phone, through a customer portal, with financing and product choices built in. Change orders work the same way, so a mid-job add-on is documented instead of scribbled on a clipboard.
Collect deposits and final payments on the spot or remotely through Knockio's own payment processing. Credit card, ACH, tap to pay, text to pay, so cash flow does not wait on a check in the mail.
Every job record holds the address, contacts, custom fields, photos, notes, tasks, and full ownership history. When a homeowner calls back about a repair, your team sees the whole history instead of digging through texts.
Move jobs through clear stages like lead, inspection, estimate, proposal, approval, production, payment, and closeout. Statuses stay fully customizable, so you name and order them to match your own shop and run unlimited boards.
Assign crews to jobs, track production progress closely, and keep the office and the field reading one shared schedule instead of two versions of the truth. Everyone sees who is on which roof next.
Build canvassing territories automatically from zip codes and cities, instead of drawing every single boundary by hand. After a storm, carve up a whole area and get reps knocking doors in minutes, not hours, unlike most roofing CRMs.
See where every canvasser and crew is in real time, which helps with accountability, safety, and knowing exactly who works which street right now. Pin drop verification confirms how close a rep stood when marking a door worked. See how door-to-door roofing reps use canvassing software.
Plan smarter, tighter routes so your roofing reps hit far more doors in less time each day, instead of crisscrossing the very same blocks over and over and burning the daylight hours that matter most after a storm.
Build a work order with tasks, a budget, and a material takeoff for every roof. The job is tracked against real numbers, not a rough guess from the estimate, and the office can see exactly what was used and what it cost.
When shingles or flashing are 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.
Work orders can go directly to your own in-house crew or to a trusted outside subcontractor, with tasks, notes, photos, and the full production schedule all attached, so whoever climbs the ladder on that roof always has the complete picture.
Upload before, during, and after photos straight to the job. Insurance adjusters, homeowners, and your own crew all get the full visual record in one spot instead of scattered across phones.
Send contracts for digital signature with IP address and timestamp logging built in. If a job is ever disputed, you have a documented trail instead of a he-said argument.
Keep permits, warranties, and insurance documents attached right to the job record, not scattered across email and a filing cabinet drawer nobody can find when a claim comes up.
Build clean, accurate estimates using roof measurement data from EagleView or other providers. Pricing reflects the actual roof, not a satellite guess. Add optional line items, save templates, and pull from a product catalog so pricing stays consistent.
Send a proposal the homeowner reviews and signs from their phone, through a customer portal, with financing and product choices built in. Change orders work the same way, so a mid-job add-on is documented instead of scribbled on a clipboard.
Collect deposits and final payments on the spot or remotely through Knockio's own payment processing. Credit card, ACH, tap to pay, text to pay, so cash flow does not wait on a check in the mail.
A storm-chasing insurance roofer and a retail cash-replacement roofer share a trade name, but run completely different workflows. Knockio adapts to your specific funding model, sales posture, and installation pipeline out of the box.
Homeowner-initiated replacements driven by age, leaks, or aesthetics. Build marketing-led pipelines, present Good/Better/Best shingle tiers, and present the monthly financing you offer and keep the signed agreement on the job record.
Designed for hail and wind claims where the adjuster controls the scope. Manage contingency agreements, adjuster roof meetings, ACV/RCV check endorsements, and insurance supplements without missing a dollar.
Storm contractors rarely replace just a roof. Manage multi-trade scopes under a single insurance claim—coordinating roofing, gutters, siding, window wraps, and solar detach-and-reset crews on one parent work order.
Manage low-slope commercial projects, GC relationships, and HOA/property management bids. Track complex material orders (TPO, EPDM, metal), safety compliance, and multi-month invoice tracking.
Stop paying for separate door-knocking apps, production CRMs, and custom spreadsheets. Knockio brings your canvassers, project managers, and install crews into one platform.
| Workflow Stage | Old Taped-Together Stack | With Knockio All-in-One |
|---|---|---|
| Door Canvassing | Paying per seat for SalesRabbit or SPOTIO just to track door knocks and storm pins. | Built-in D2D mapping, automated ZIP/city territory cutting, and live GPS rep tracking. |
| Storm & Claim Tracking | Texting Xactimate scopes and adjuster dates through group chats where details get buried. | Centralized job records holding insurance claim numbers, adjuster dates, and roof photos. |
| Production & Ordering | Re-entering estimate numbers by hand into AccuLynx or JobNimbus to schedule install crews. | Seamless conversion from estimate to work order, shingle material takeoffs, and crew dispatch. |
| Contracts & Payments | Using separate e-sign apps for contingency forms and waiting weeks for paper checks. | Native e-contracts, FTC 3-day cancel disclosures, and mobile deductible collection on site. |
Knockio makes job management simple by combining elite roofing canvassing software and a powerful field service CRM in one place. Track reps, manage crews, upload job media, automate follow-ups, and send e-contracts, all from the exact same platform.
Monitor field reps in real time with GPS tracking. It helps with accountability, safety, and knowing exactly who is working which street right now.
Learn MoreAutomatically handles the daily grind like follow ups, callbacks, and appointment confirmations, so a job does not go cold while your office is buried in something else.
Learn MoreSee every job's photos, measurement data, and notes in one view, so the office and the field are looking at the same record instead of asking each other for it.
Create, send, review, and sign contracts digitally so every approved deal moves forward faster without paperwork delays or manual follow-ups.
Learn MoreKnockio syncs your roofing leads and job records with Salesforce, HubSpot, Google Calendar, and GHL, plus thousands of apps via Zapier, FlowChef, and webhooks.
Learn MoreQuickly sort and manage jobs by priority, so your highest value roofs never sit forgotten at the bottom of someone's task list.
Learn MoreFrequently Asked Questions
Switching software is a real decision when your whole pipeline, crew schedule, and customer history lives inside it. Here are the questions roofing contractors ask most before making the move.
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
⭐⭐⭐⭐⭐
See Knockio In Action
Pulling up a few good times to connect…
Plan campaigns, capture leads, dispatch crews, manage jobs, and update customers from anywhere. Your canvassing and field service work stays connected in one app.
