+
+

Related Products

  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Descartes Fleet Performance Management
    40 Ratings
    Visit Website
  • MediRoutes
    442 Ratings
    Visit Website
  • SmartDraw
    573 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • CXT Software
    70 Ratings
    Visit Website
  • RouteGenie
    49 Ratings
    Visit Website
  • ArboStar
    565 Ratings
    Visit Website
  • 6Storage
    146 Ratings
    Visit Website
  • Visual Planning
    120 Ratings
    Visit Website

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

Intuitive solutions earning powerful results to help commercial service businesses dominate their competition. From large enterprises to small & medium-sized businesses, our 3 solutions help our clients unite their troops to save time and sell more. Our 3 (à-la-carte) solutions include; 1. Mobile Reporting App - Quick & easy tool for your field staff on the move. Capitalize on what they see & hear every day with our Reporting App. 2. Simple CRM - A simple yet powerful CRM for field service businesses. Perfect for users that hate overbuilt CRMs & need to leave the messy spreadsheets. 3. Inside Sales Support - Need inside salespeople? We provide top talent to qualify your leads, set meetings & tee-up deals.

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

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

Commercial Service businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$25/user/month
Pro-rated Billing
No Setup fee
Free Version Not Supported
Free Trial Not Supported

Pricing

$17
Tier-based pricing, depending on the number of users.
Free Version Supported
Free Trial Supported

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

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

Pros & Cons from Real Users

Pros

  • Simplicity. Support. And the ability to get my whole team involved. Wingmate is the CRM of choice for Service-driven companies.

Cons

  • None. There is nothing terrible about this solution. Great product, great people.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Knockio
Founded: 2024
United States
knockio.com

Company Information

Wingmate
Founded: 2016
Canada
wingmateapp.com

Alternatives

Alternatives

Categories

Field Sales Supported
Lead Management Supported
Route Planning Supported
Territory Mapping Supported

Categories

Construction CRM Supported
CRM Supported
Field Sales Supported
Lead Generation Supported
Lead Management Supported

Field Sales Features

Activity Tracking Supported
Channel Management Not Supported
Collaboration Tools Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Not Supported
Fast Estimates Supported
Inventory Management Supported
Invoices Supported
Lead / Opportunity Management Supported
Online Payments Not Supported
Order Management Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Source Tracking Not Supported

Route Planning Features

Capacity Planning Not Supported
Drag & Drop Scheduling Supported
Driver Management Not Supported
Emergency Dispatch Supported
GPS Tracking Supported
Performance Metrics Supported
Route Costing Not Supported
Territory Management Supported

Field Sales Features

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

Lead Management Features

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

CRM Features

Calendar/Reminder System Supported
Call Logging Supported
Document Storage Supported
Email Marketing Supported
Internal Chat Integration Supported
Lead Scoring Supported
Marketing Automation Integration Supported
Mobile Access Supported
Quotes / Proposals Supported
Segmentation Supported
Social Media Integration Supported
Task Management Supported
Territory Management Supported

Construction CRM Features

Client Tracking Supported
Contract Management Supported
Forecasting Supported
Project Management Supported
Quote Management Supported
Sales Management Supported
Scheduling Supported
Time Management Supported

Field Service Management Features

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

Lead Generation Features

Contact Discovery Supported
Contact Import/Export Supported
Lead Capture Supported
Lead Database Integration Supported
Lead Nurturing Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Supported
Prospecting Tools Supported
Visitor Identification Supported

Integrations

Zapier Supported
GoHighLevel Supported
HubSpot CRM Supported
Salesforce Supported

Integrations

Zapier Supported
GoHighLevel Not Supported
HubSpot CRM Not Supported
Salesforce Not Supported
Claim Knockio and update features and information
Claim Knockio and update features and information
Claim Wingmate and update features and information
Claim Wingmate and update features and information