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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

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

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

Field service businesses

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

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
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

  • Able to use this app instead of 3 different previous apps. We previously had a separate app for canvassing, now its in with crm tools. This has helped not miss leads. Also keeps leads and jobs more organized.
  • 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

Cons

  • Extra cost for white labeling but can be completely customizable
  • 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

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

SMART
Founded: 1998
United States
www.smart.software

Alternatives

Alternatives

The Field

The Field

Kriit Technologies
Freshservice

Freshservice

Freshworks

Categories

Categories

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

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

Compliance Features

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Employee Monitoring Features

Activity Monitoring
Browsing History
Email Monitoring
Keystroke Recording
Productivity Analysis
Remote Control
Screen Activity Recording
Time & Attendance
Time Tracking

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Help Desk Features

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
Incident Management
Interaction Tracking
IT Asset Management
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Inventory Control Features

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
Serial Number Tracking
SKU / UPC Codes
Supplier Management

Inventory Management Features

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking Features

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Transportation Dispatch Features

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

Integrations

GoHighLevel
HubSpot CRM
Meetrics
Salesforce
Zapier

Integrations

GoHighLevel
HubSpot CRM
Meetrics
Salesforce
Zapier
Claim Knockio and update features and information
Claim Knockio and update features and information
Claim SMART Software and update features and information
Claim SMART Software and update features and information