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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

Finally, an FSM powered by AI and smart automations that work for you. Workiz simplifies operations, strengthens customer relationships, and drives business growth. As the leading field service management platform built with service pros in mind, Workiz offers the Genius Suite: a powerful set of tools including Jessica AI Dispatcher (Genius Answering), cloud-based invoicing, scheduling, SMS messaging, CRM, and work orders. Everything you need to stay organized, win more jobs, and build a service business that runs itself — with technology that feels like a helping hand, not a replacement.

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 Professionals

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

Standard

Pro

Ultimate
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 3.0 / 5
ease 3.2 / 5
features 3.2 / 5
design 3.0 / 5
support 3.0 / 5

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

Pros & Cons from Real Users

Pros

  • I really like how easy it is to schedule jobs and see where my guys are on the map. The automated texts to customers are a life saver because they keep everyone updated without me having to call every person manually. Also the payment system works great and we get paid much faster now.
  • Super easy and fast setup — We were up and running in just a few days - can't afford long downtimes. quick learning curve, user-friendly with a clean design; both office staff and field techs picked it up fast without needing extensive training. Powerful automations that save tons of time Automated reminders, A BIG UPVOTE FOR US!!! follow-ups on invoices, review requests, "on-my-way" texts, and lead responses work flawlessly and have cut our manual work by hours every week.
  • Workiz is easy to use, with an intuitive interface that makes it simple for both admins and field workers to navigate. It offers strong automation, reducing manual work by handling scheduling, dispatching, and follow-ups efficiently. The visual scheduling feature allows for easy drag-and-drop job management, making rescheduling quick and hassle-free. The dispatch board is highly effective, letting users assign workers based on service areas and skills, ensuring the right technician is sent to the right job. The online booking tool improves website conversions by allowing customers to book services directly. Another advantage is that Workiz has no large upfront costs, offering flexible pricing without requiring expensive multi-year commitments. Additionally, AI-powered features are in development, promising to further enhance automation and efficiency in the future.
  • There is practically no support for the program. The robot politely answers you and apologizes for the inconvenience.
  • Price kinda... The price was literally the only positive about the system, and even that has dwindled down over the years. They have slowly made more and more of the system an option to be paid for.

Cons

  • i wish there were more options to customize colors in the calendar to make it look even cleaner. it's a very small thing and doesn't affect the work but would be a nice bonus to have.
  • Pricing can add up with extras and larger teams (i need lower prices please Workiz. ;)) )
  • One of the downsides of Workiz is its limited charge type flexibility, requiring users to create duplicate services just to differentiate between charge types, which adds unnecessary work. Another area for improvement is team organization, as there isn’t a dedicated section for grouping workers by zones and skills, making large team management more cumbersome. Additionally, service area creation could be more efficient. Currently, users must manually enter zip codes one by one, whereas an option to automatically generate service areas from an array of zip codes would save time. While Workiz is actively improving, deeper customization options would make it a better fit for businesses with unique workflows.
  • After the last update things got really bad. Firstly, the font and icons are smaller and have poor contrast. For those who do not work in the office on a computer, but in the field use this program on a phone or tablet, it has become much more difficult to work. A magnifying glass is required to read the information. It is not possible to enlarge the text by zooming in. The copy text is not copied by the client. It is not possible to copy the necessary information and send it to the office or somewhere else. The icons for calling and sending a message are very close and hard to see. As a result, you often click the wrong icon.
  • Everything else.. Anything is an add-on, even some of the things that were free when I first started using the system later became an option and my price continue to increase., I'm currently paying twice what I started at. Are we do inspections so we upload a lot of photos, unfortunately it takes anywhere from 60 seconds to 5 minutes to upload a photo. We generally upload 20 to 60 photos per job so this has been a big problem. The system will also randomly lose photos a few days later. These photos should be able to be viewed by the client, but half of the time they do not come through and the client just gets a blank document. We use them documents, which took several hours to set up and design. Open the system one day and half of our inspection document was just gone. It took four hours for Support to respond, and they couldn't figure out what happened. Speaking of, by far the worst customer support I've ever had in my life. It generally takes between one hour if you're lucky up to 12 hours to get a response and if you close your application or computer in the meantime you have to start over. Just avoid this garbage..

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

Workiz
Founded: 2015
United States
workiz.com

Alternatives

Alternatives

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

Carpet Cleaning Features

Billing & Invoicing
Customer Management
Dispatch Management
Equipment Tracking
Mobile Access
Online Booking
Scheduling
Work Order Management

Electrical Contractor Features

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Equipment Maintenance Features

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

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

Garage Door Features

Billing & Invoicing
Contract Management
Customer Management
Dispatch Management
Equipment Tracking
Inventory Management
Job Costing
Scheduling
Warranty Tracking

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Handyman Features

Billing & Invoicing
Dispatch Management
Electronic Signature
Inventory Management
Mobile Payments
Payment Processing
Quotes / Estimates
Time Tracking
Work Order Management

Janitorial Features

Bid Management
Billing & Invoicing
Client Management
Employee Scheduling
Inventory Management
Mobile Access
Payroll Management
Quality Control
Surveys & Feedback
Time Tracking
Work Order Management

Locksmith Features

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order 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

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Integrations

AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
CompanyCam
Enzy
GoHighLevel
Google Calendar
HubSpot CRM
Mailchimp
Microsoft Outlook
NZ Leads
QuickBooks Online
QuickBooks Online Advanced
RealWork
Salesforce
Stripe
Zapier
Zoom

Integrations

AnswerForce
Asset Integrity Hub (AIH)
Authorize.Net
Beeline Routes
CompanyCam
Enzy
GoHighLevel
Google Calendar
HubSpot CRM
Mailchimp
Microsoft Outlook
NZ Leads
QuickBooks Online
QuickBooks Online Advanced
RealWork
Salesforce
Stripe
Zapier
Zoom
Claim Knockio and update features and information
Claim Knockio and update features and information
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Claim Workiz and update features and information