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About

Knockio is an all in one field service management and door to door sales software built for businesses that manage service crews, sales teams, jobs, and customers in the field. It helps companies run the full workflow from lead capture to job scheduling, dispatch, work orders, estimates, invoices, proposals, e-contracts, and final payment in one connected platform. Service teams can manage jobs, crews, calendars, customer communication, notes, photos, documents, and job progress with better visibility. Sales teams can capture leads, plan routes, manage territories, track reps, move prospects through pipelines, send proposals, and collect digital signatures. Knockio also includes route optimization, live map visibility, follow up reminders, performance analytics, inventory tools, workflow automation, and integrations with Salesforce, HubSpot, GoHighLevel, and thousands of apps via Zapier and Flow Chef. It is built for roofing, solar, HVAC, pest control, plumbing, fiber, and more.

About

RoofLink is an all-in-one CRM platform tailored for roofing professionals, offering a comprehensive suite of tools to streamline and automate various aspects of roofing business operations. Key features include an integrated roof measuring tool that allows precise measurements of gutters, ridge vents, and fencing, facilitating detailed project estimates and real-time profit margin calculations. The platform also provides full inspection capabilities, enabling organized documentation of roofing jobs with job photo organization and the generation of professional PDF presentations suitable for insurance purposes. Product library management is simplified through a pre-loaded supplier library, allowing for the quick generation of estimates, work orders, and material orders directly from the roof measuring tool. RoofLink's canvassing and lead generation tools empower teams to assign and visualize sales territories, overlay territories to prevent overlap, and utilize weather and radar data.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Field service businesses, door-to-door sales teams, and field-based organizations in roofing, solar, HVAC, pest control, plumbing, fiber, home improvement, and similar industries.

Audience

Roofing contractors requiring a platform to streamline their operations, enhance efficiency, and drive business growth

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$25/user/month
Pro-rated Billing
No Setup fee
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Ever since I've started using Knockio, I have had so much ease with managing my team and jobs. The tracking system, communication with text, phone and email and the ability to personalize are some attributes that have made a difference for my business.
  • This all in one app makes our company processes so much easier. Communications, canvassing, and crm in one place is about as good as it gets. Onboarding is easy, and teaching new reps how to use it is smooth.
  • So far, it’s been fabulous. Excellent on boarding great customization. It’s nice. Merging all the apps. We need in one source. Super cost-effective we’re saving a ton of money from the past CRM we were using.
  • It condenses all my softwares into one clean efficient application. It is saving me money and making it easier for my company. It also has new features that set it apart, my favorite is the in app communications between my reps and our customers, that allows me to track and quality control my teams communications. I can listen to all calls between my customers and team, it allows me to track all messages and emails and read them from my office allowing me to make sure everyone is performing professionally
  • Affordability Customer Support Flexibility Ease of Use Real-Time Tracking Smart Routing Lead Focused

Cons

  • No cons, great communication from Knockio team and very easy to use.
  • I don’t have an answer. All positive things to be said about this app.
  • So far there hasn’t been anything that we found not to work well and we’ve been happy with the service so far
  • Nothing so far, I don’t use all the available features but from all the features I’m using it is efficient and smoother than my other softwares
  • Not a big CRM like GHL Some Limitations No Learning Curve

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Knockio
Founded: 2024
United States
knockio.com

Company Information

RoofLink
Founded: 2019
United States
rooflink.com

Alternatives

Alternatives

The Estimating EDGE

The Estimating EDGE

Estimating Edge
The Field

The Field

Kriit Technologies

Categories

Categories

Field Sales Features

Activity Tracking
Channel Management
Collaboration Tools
Controlled Access
CRM
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Lead Management Features

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Route Planning Features

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Integrations

Zapier
CompanyCam
ContractorHUB
EagleView
Enzy
GoHighLevel
Hover
HubSpot CRM
QuickBooks Online
Salesforce
Stripe
SumoQuote

Integrations

Zapier
CompanyCam
ContractorHUB
EagleView
Enzy
GoHighLevel
Hover
HubSpot CRM
QuickBooks Online
Salesforce
Stripe
SumoQuote
Claim Knockio and update features and information
Claim Knockio and update features and information
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