Related Products
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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.
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About
Salesforce is a great database, but as a place to do your work it's slow to load, requires too many clicks and countless browser tabs. So you do your work in a spreadsheet, take sales notes and maintain to-do lists in separate apps, and block time on your calendar to copy and paste the info back into Salesforce. Is this really the best system? We say no! Scratchpad is the first workspace built for sales. We designed every feature and interaction with account executives in mind, which means speed. Scratchpad combines sales notes, spreadsheets, tasks, Kanban boards, search, collaboration, and sales process adherence in one simple and intuitive workspace - connected to Salesforce to eliminate all those tabs and double work. With tens or hundreds of tasks each day, every click matters. Scratchpad combines notes, tasks and customer context including emails, calendar events, and activity history into one simple view. No more bouncing between tabs to get the full picture and take action.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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.
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Audience
A workspace built for sales platform for anyone
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$25/user/month
Pro-rated Billing
No Setup fee
Free Version
Free Trial
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Pricing
$19 per user per month
Billed annually
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationKnockio
Founded: 2024
United States
knockio.com
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Company InformationScratchpad
Founded: 2019
United States
scratchpad.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Salesforce
Ashby
GenRocket
GoHighLevel
Google Chrome
HubSpot CRM
Slack
Zapier
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Integrations
Salesforce
Ashby
GenRocket
GoHighLevel
Google Chrome
HubSpot CRM
Slack
Zapier
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