Knockio Sales

Knockio helps field-based businesses manage sales, service work, customers, and team activity from one connected platform. Instead of using separate tools for leads, routes, jobs, estimates, invoices, documents, and follow-ups, teams can keep everything organized in one place.

For service teams, Knockio supports job scheduling, crew dispatch, work orders, job tracking, estimates, invoices, change orders, customer records, notes, photos, and files. Managers can view crew activity in real time, monitor job progress, and keep office and field teams aligned.

For door-to-door and field sales teams, Knockio helps capture leads, plan territories, optimize routes, track reps, manage pipelines, set appointments, send proposals, collect e-signatures, and update customer details from the field.

Knockio also includes calendars, communication tools, dashboards, inventory management, product variants, product categories, and workflow automation through its native Flow Builder. It connects with Salesforce, HubSpot, GoHighLevel, Flow Chef, Zapier, and thousands of apps, making it useful for roofing, solar, HVAC, pest control, plumbing, fiber, home improvement, and other field-based industries