Trigger friendly email or text reminders the moment an invoice goes unpaid
Trigger friendly email or text reminders the moment an invoice goes unpaid, cutting overdue balances without a phone call.
Automation Software for Field Business
Every home service business hits the same wall: someone has to remember to send the reminder, follow up on the unpaid invoice, schedule the next visit, and tell the customer the crew is on the way. Knockio's automation builder takes all of that off your plate. Set it up once and it runs in the background every time — whether you do 10 jobs a week or 200 — with no code and no developer.
Schedule a DemoCan home service businesses automate payment reminders and scheduling?
Yes. Knockio's automation builder lets you automatically send payment reminders for unpaid invoices, create follow-up tasks or appointments when a job status changes, send status-based updates to customers by email or text, and trigger purchase-order or low-stock alerts. All of it is built around your own custom job statuses, with no coding required.
Everything You Need,
Built Into One Platform
Trigger friendly email or text reminders the moment an invoice goes unpaid
Trigger friendly email or text reminders the moment an invoice goes unpaid, cutting overdue balances without a phone call.
Automate Your Money Flow
Automations run when an invoice is sent or goes unpaid
Automations run when an invoice is sent or goes unpaid.
Your team stops making the same collection call week after week
Your team stops making the same collection call week after week.
Automate Scheduling and Tasks
Auto-create a follow-up task the moment a job moves to a new status
Auto-create a follow-up task the moment a job moves to a new status.
Create appointments automatically when the workflow calls for it
Create appointments automatically when the workflow calls for it.
The next step happens on its own, so nothing waits on someone remembering
The next step happens on its own, so nothing waits on someone remembering.
Automate Customer Communication
Send updates to customers by email or text as their job progresses
Send updates to customers by email or text as their job progresses.
Reminders and arrival alerts go out on schedule, no one lifting a finger
Reminders and arrival alerts go out on schedule, no one lifting a finger.
Every touch feels responsive, building the reputation that earns referrals
Every touch feels responsive, building the reputation that earns referrals.
Automate Operations and Inventory
Fire an alert the moment stock runs low
Fire an alert the moment stock runs low, so you reorder before a shortage stalls a job.
Every automation is built around your own custom job statuses
Every automation is built around your own custom job statuses.
The visual builder means you set it all up yourself
The visual builder means you set it all up yourself.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
Manage Your Entire Operation on Autopilot
From the first job created to the final payment collected, Knockio's automation builder removes the manual follow-ups, reminders, and notifications that slow your office down — giving every home service business the operational muscle of a much bigger company.
Instant workflow triggers
Set automations to fire the moment a job status changes, an invoice goes out, or stock runs low, so the right action happens immediately without anyone needing to remember it.
Hands-off follow-up
Automatically follow up on pending estimates, unpaid invoices, and upcoming appointments by email or text, keeping your pipeline moving from first contact to final job.
A more responsive customer experience
Automated, timely updates make your business feel responsive and professional at every step, helping every trade build the reputation that earns repeat customers and referrals.
Frequently Asked Questions
Everything Teams Ask Before Using Knockio Service CRM
Automation is where a small office starts to run like a big one. Here's what it can and can't do.
A job status change, an estimate being created or changed, an invoice being sent or going unpaid, or stock dropping low. Because triggers run off your own custom statuses, they match exactly how your business moves work.
Send a text or email to the customer, create a follow-up task or appointment, fire a payment reminder, or raise a purchase-order or low-stock alert.
No. The automation builder is visual and built for non-technical users — you set it up yourself, no developer required.
Yes. Set an automation to fire when an invoice goes unpaid and it sends reminders by text or email, cutting down overdue balances without the office making calls.
Yes. A low-inventory trigger can fire a low-stock or purchase-order alert to the right person, so you reorder before a shortage stalls a job.
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
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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
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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
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