Customer and Property Records in One Place
Manage records during every single visit, log outcomes, add detailed notes or quick voice memos, and move qualified prospects steadily into a clear, organized CRM pipeline your whole team can trust today.
Solar Sales Software and CRM
Knockio is solar sales software and CRM built for installers who need one place to hold customer records, manage reps, set appointments, track every project stage, build estimates, send digital contracts, and collect deposits. No more working off three different spreadsheets that never quite agree on where a deal actually stands.
Schedule a DemoWhat should solar companies look for in a CRM and sales platform?
A solar company should look for a CRM that carries the deal the whole way, from the first knock to a working system on the roof. That means complete customer records, door-to-door lead capture, a pipeline that matches solar stages, appointment setting between setters and closers, clear estimates, digital contracts, and deposit collection. Knockio handles all of it in one platform. It also adds live GPS tracking of setters and automated territory creation by zip code and city, so a deal's full history lives in a single record. That depth, plus affordable pricing and support that actually understands solar, is what a generic CRM built for another industry leaves out.
Why Solar Teams Choose Knockio
Knockio helps solar companies manage customer records, appointments, reps, projects, products, payments, and install progress. From the setter's first knock to the closer's signed deal to the crew's final sign-off, it all sits in one connected platform. Owners run the sales floor and the field without losing track of where each deal really stands.
Manage Records
Dynamic Sales Pipeline for Solar Project Stages
Move deals through clear stages like lead, appointment, survey, design, permitting, install, and PTO. Statuses stay fully customizable, so every board matches your exact sales-to-install process and each team sees what matters.
Setter to Closer Handoff and Scheduling
Assign appointments from setters to closers, track who showed and who sat, and keep the sales floor and the field reading the same calendar instead of two versions that drift apart by midday.
Track the Field
Automated Territory Creation by Zip Code and City
Build canvassing territories automatically from zip codes and cities, instead of drawing every boundary by hand. You can carve up a target market and get setters knocking in minutes, not hours. Most solar CRMs simply do not do this.
Live GPS Tracking of Every Field Setter
See exactly where every setter is in real time, which helps accountability, safety, and knowing who works which neighborhood right now. Pin drop verification confirms how close reps stood when marking doors.
Smarter Route Planning for Busy Field Reps
Plan smarter, tighter routes so your reps cover far more doors in much less time each day, instead of crisscrossing the very same streets over and over again and burning valuable daylight.
Work Orders and Materials
Solar Work Orders With Tasks and Materials
Track solar work orders from lead to service with notes, status updates, documents, customer details, and clear next steps, so every install job stays organized and nothing important slips through the cracks.
Purchase Orders When Solar Equipment Runs Short
When panels, inverters, or racking fall out of inventory, raise a purchase order straight from the work order. Knockio tracks products, variants, SKUs, cost, and markup, flagging low stock before you run short.
Assign Solar Installs to Crews or Subcontractors
Send solar work orders directly to your own install crew or to a trusted subcontractor, with tasks, notes, photos, and the full schedule attached, so whoever does the work always has the complete picture.
Documents and Media
Site Photos and System Media in One Place
Upload roof photos, electrical panel shots, and site survey images straight to the deal. Your design team, install crew, and the customer all get the full visual record together in one shared spot.
E-Contracts for Solar Agreements
Send install contracts for digital signature with a documented audit trail, so financing partners and homeowners alike have a clean legal record. Every view and signature is logged with IP address and timestamp.
Centralized File Storage Per Solar Deal
Keep utility bills, interconnection paperwork, and permits attached right to the customer record, not scattered across inboxes and a shared drive nobody can ever navigate, so the whole team finds documents fast.
Quote and Get Paid
Solar Estimate and Quote Builder
Create estimates with system size, equipment, and clear line-item pricing built in, so homeowners compare real numbers instead of squinting at a handwritten napkin estimate. Add optional line items like battery storage, save templates, and pull from a product catalog.
Digital Solar Contracts With E-Signatures
Once the homeowner is ready, send the install contract for digital signature with a documented audit trail. Change orders work exactly the same way, so any mid-deal adjustment is logged and tracked cleanly instead of handled loosely over text message.
Flexible Payment Collection Options
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. Cash flow no longer waits around on a paper check showing up later.
Customer and Property Records in One Place
Manage records during every single visit, log outcomes, add detailed notes or quick voice memos, and move qualified prospects steadily into a clear, organized CRM pipeline your whole team can trust today.
Dynamic Sales Pipeline for Solar Project Stages
Move deals through clear stages like lead, appointment, survey, design, permitting, install, and PTO. Statuses stay fully customizable, so every board matches your exact sales-to-install process and each team sees what matters.
Setter to Closer Handoff and Scheduling
Assign appointments from setters to closers, track who showed and who sat, and keep the sales floor and the field reading the same calendar instead of two versions that drift apart by midday.
Automated Territory Creation by Zip Code and City
Build canvassing territories automatically from zip codes and cities, instead of drawing every boundary by hand. You can carve up a target market and get setters knocking in minutes, not hours. Most solar CRMs simply do not do this.
Live GPS Tracking of Every Field Setter
See exactly where every setter is in real time, which helps accountability, safety, and knowing who works which neighborhood right now. Pin drop verification confirms how close reps stood when marking doors.
Smarter Route Planning for Busy Field Reps
Plan smarter, tighter routes so your reps cover far more doors in much less time each day, instead of crisscrossing the very same streets over and over again and burning valuable daylight.
Solar Work Orders With Tasks and Materials
Track solar work orders from lead to service with notes, status updates, documents, customer details, and clear next steps, so every install job stays organized and nothing important slips through the cracks.
Purchase Orders When Solar Equipment Runs Short
When panels, inverters, or racking fall out of inventory, raise a purchase order straight from the work order. Knockio tracks products, variants, SKUs, cost, and markup, flagging low stock before you run short.
Assign Solar Installs to Crews or Subcontractors
Send solar work orders directly to your own install crew or to a trusted subcontractor, with tasks, notes, photos, and the full schedule attached, so whoever does the work always has the complete picture.
Site Photos and System Media in One Place
Upload roof photos, electrical panel shots, and site survey images straight to the deal. Your design team, install crew, and the customer all get the full visual record together in one shared spot.
E-Contracts for Solar Agreements
Send install contracts for digital signature with a documented audit trail, so financing partners and homeowners alike have a clean legal record. Every view and signature is logged with IP address and timestamp.
Centralized File Storage Per Solar Deal
Keep utility bills, interconnection paperwork, and permits attached right to the customer record, not scattered across inboxes and a shared drive nobody can ever navigate, so the whole team finds documents fast.
Solar Estimate and Quote Builder
Create estimates with system size, equipment, and clear line-item pricing built in, so homeowners compare real numbers instead of squinting at a handwritten napkin estimate. Add optional line items like battery storage, save templates, and pull from a product catalog.
Digital Solar Contracts With E-Signatures
Once the homeowner is ready, send the install contract for digital signature with a documented audit trail. Change orders work exactly the same way, so any mid-deal adjustment is logged and tracked cleanly instead of handled loosely over text message.
Flexible Payment Collection Options
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. Cash flow no longer waits around on a paper check showing up later.
OPERATING MODEL FLEXIBILITY
Built for How Your Solar Business Actually Operates
A $0-down PPA installer and a residential cash sales team share an industry, but run completely different workflows. Knockio adapts to your specific financial model, sales posture, and installation pipeline out of the box.
Residential Cash & Solar Loans
Engineered for high-velocity D2D sales teams and regional installers selling customer-owned systems. Track invoices from M1 install through final M2 PTO funding and keep each lender's signed agreement on the deal.
GoodLeap / Mosaic Docs on FileDeposit + InvoicingHigh-Speed D2D Canvassing
Third-Party Leases & PPAs
Streamline $0-down solar agreements where a third-party finance partner owns the equipment. Manage 20-to-25 year lease approvals, customer credit status records, and long-term production monitoring seamlessly.
$0-Down Agreement Flow3rd-Party Owner ApprovalsProduction Guarantees
Battery Storage & NEM 3.0 Retrofits
Adapt to modern net-metering changes. Run dedicated, rapid-turnaround pipelines for adding battery storage (Tesla Powerwall, Enphase, FranklinWH) and EV chargers to existing residential arrays.
Rapid Non-PTO PipelinesStorage Add-On QuotesMain Panel Upgrade (MPU) Tracking
Commercial Solar & O&M Contracts
Manage Commercial & Industrial (C&I) multi-roof projects alongside recurring Operations & Maintenance (O&M) service contracts, routine panel washing, inverter replacements, and system health audits.
B2B & RFP BiddingRecurring O&M AgreementsCommercial Equipment Logging
How Knockio Replaces Your Taped-Together Solar Stack
Stop paying for separate door-knocking apps, generic CRMs, and custom spreadsheets. Knockio brings your sales floor and install crews into one platform.
| Workflow Stage | Old Taped-Together Stack | With Knockio All-in-One |
|---|---|---|
| Door Canvassing | Paying per seat for a standalone door app (SalesRabbit/SPOTIO) that doesn't sync with office calendars. | Built-in D2D mapping, PIN-verification, and direct calendar dispatch to closers. |
| Sales Handoff | Texting roof photos and utility bills through group chats where details get lost. | Centralized deal records holding site photos, shading notes, and utility bills in one view. |
| Interconnection & PTO | Spreadsheets tracking permit and net-metering approvals across separate departments. | Visual Kanban boards tracking HOA approvals, permits, utility grid ties, and PTO sign-offs. |
| Contracts & Payments | Chasing paper signatures and manual invoice checks across multiple systems. | Native e-contracts, 3-day cancellation notices you add to your templates, and mobile deposit collection. |
Keep Leads, Reps, and Project Updates Organized
Knockio makes solar project management simple with solar sales software and field service CRM tools in one place. Track setters, manage appointments, upload site media, automate follow ups, and send digital contracts, all from the same platform.
Live Field Tracking
Monitor setters in real time with GPS tracking. It helps with accountability, safety, and knowing exactly who is working in which neighborhood right now.
Learn MoreFlow Automation
Automatically handle the repetitive work like follow ups, callbacks, and appointment confirmations, so a deal does not go cold while your closers are out running other appointments.
Learn MoreMedia and Measurements
See every deal's photos, site survey details, and 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
Create digital contracts, collect signatures, and move approved jobs forward faster without printing, scanning, chasing updates, or losing important details.
Learn MoreCRM Integrations
Connect Knockio to Salesforce, HubSpot, Google Calendar, and GHL, then reach thousands more apps through Zapier, FlowChef, and webhooks, keeping every solar deal in sync.
Learn MoreTeam Communication
Knockio links setters, closers, and ops to the same deal record through assignees and notes, so handoffs never depend on a forwarded text.
Learn MoreFrequently Asked Questions
Everything Solar Teams Ask Before Switching to Knockio
Switching software is a real decision when your whole pipeline, appointment calendar, and customer history lives inside it. Here are the questions solar companies ask most before making the move.
Knockio links setters and closers to the exact same customer record. When a setter schedules an appointment at the door, the closer receives an instant notification with the roof photos, shading notes, and utility bill attached—eliminating pre-appointment confusion and blind presentations.
Yes. Knockio features fully customizable project pipelines that let you track deals through site survey, engineering design, permitting, HOA approval, installation, municipal inspection, utility interconnection submission, and final Permission to Operate (PTO).
Yes. You can add mandatory disclosures to your contract templates—such as the FTC 3-Day Notice of Cancellation for door-to-door signups—to your digital agreements, complete with timestamped audit logging.
Solargraf leans into design and proposal work, and SalesRabbit leans into canvassing, but Knockio brings canvassing, automated territory creation, live setter tracking, estimates, digital contracts, work orders, and payments into one connected system. Add deep deal history per property, a fully customizable pipeline with unlimited boards, personalized support, and pricing that does not punish a growing team, and you have one platform that runs the deal from the first knock to permission to operate.
Knockio connects your customer records, invoices, and payments to the tools you use via Zapier and webhooks. It also connects via Zapier and webhooks with Google Calendar, HubSpot, GoHighLevel (GHL), and Salesforce.
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
⭐⭐⭐⭐⭐
