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(623) 321-5618
Available January 2026

Knockio V2: Your Complete Field Operations Platform

Everything you need to run door-to-door operations—from first knock to final payment. Live tracking, lead management, communications, payments, and more. All in one place.

What's New in V2?

We listened. You asked for a complete platform that handles the entire sales cycle—not just lead capture. V2 delivers everything your field team needs without switching between tools.

Before
Dialer
Email
Sheets
Payment

Disconnected Chaos

The V2 Way

One Unified Platform

CRM Comms Payments
Powerhouse Updates

9 New Features. One Platform.

Built-In Messaging

Send SMS directly from lead records. Schedule follow-up texts, use templates, and see full conversation history.

  • SMS from lead profile
  • Message templates

Email Integration

Draft proposals and send reminders from the lead's profile. Track open rates and automate sequences.

  • Open/click tracking
  • Automated sequences

Built-In Calling

Click-to-Call. Every call is automatically logged with duration, outcome, and notes—no manual entry.

  • One-tap dialing
  • Auto-logged calls

Unified Contacts

Store every interaction. See full history: calls, texts, emails, meetings, and notes—all in one timeline.

HOT

Visual Pipeline Boards

Move leads through your sales stages with drag-and-drop kanban boards. Identify bottlenecks instantly.

Product Catalog

Build professional quotes by selecting items from your catalog—pricing and descriptions auto-populate.

Payment Processing

Take deposits or process final payments from your mobile device. Instant receipts, faster cash flow.

Professional Invoicing

Create branded invoices from quotes. Send via email or text. Track status. No more QuickBooks back-and-forth.

Plus All Your V1 Features

Live GPS tracking, territory mapping, lead capture, appointment booking, e-signatures, and more—now better integrated.

V1 vs. V2: What's Different?

FeatureV1V2
Live Tracking & Mapping
Lead Capture
Built-in SMS
Email Integration
Click-to-Call
Pipeline Boards
Payment Processing

From Door Knock to Payment—All in Knockio

One platform. Zero tool switching. Complete control.

Knock
Rep arrives
Capture
Create lead
Book
Set appointment
Follow Up
Auto-text sent
Quote
Build from catalog
Sign
E-signature
Invoice
Generate invoice
Collect
Take payment
Track
Move deal board

Upgrading from V1? We've Got You Covered.

Automatic Migration

Your data comes with you. All your leads, territories, team members, and history migrate automatically to V2.

Training Included

Live onboarding sessions for your team. Video tutorials for each new feature. Support team ready to help.

No Downtime

Upgrade happens in the background. Your team keeps working. No disruption to your operations.

Questions About V2?

When does V2 launch?
V2 is scheduled to launch between December 25–28, 2025. We’ll notify you as soon as it’s live and provide a quick-start checklist so you can start using the new workflow right away.
Do I have to upgrade?
V1 will be upgraded into V2. When V2 launches, your existing data and records will remain intact, and you’ll continue working without losing anything. We’ll share clear guidance at launch so your team knows what (if anything) needs to be enabled or set up.
Will my data transfer?
Yes, automatically. All your leads, territories, team settings, and interaction history migrate seamlessly to the new platform.
Is there training?
Yes. We provide live onboarding sessions, video tutorials for each new feature, and dedicated support during your first 30 days.