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What is Knockio?

Knockio is a complete field service management and door to door sales platform built for businesses that manage crews, sales reps, jobs, leads, and customers in the field. It brings the full workflow into one connected system, from first contact and lead capture to scheduling, dispatch, job completion, invoicing, and final payment. Field Service and Job Management: Schedule crews, dispatch teams, manage work orders, track job progress, handle estimates, invoices, change orders, vendor bills, and financial workflows from one place. Sales and Pipeline Management: Capture leads, build territories, optimize routes, monitor rep activity, manage pipelines, send proposals, collect digital signatures, and handle e-contracts directly from the field. Communication and Collaboration: Keep office staff, sales reps, crews, and customers connected through built in calling, messaging, email sync, calendar coordination, notes, reminders, media uploads, documents, and follow up tasks. Product and Inventory Management: Manage product inventory, product variants, and product categories to support smoother sales, job planning, and field operations. Workflow Automation: Use Knockio’s native flow builder to automate repetitive tasks, trigger follow ups, update records, send notifications, and move work forward without extra manual effort. Analytics and Field Visibility: Track team performance with live map visibility, dashboards, route activity, job updates, customer records, and real time field team tracking. Integrations: Connect Knockio with Salesforce, HubSpot, GoHighLevel, and thousands of other apps through Flow Chef and Zapier to keep your sales and service data aligned. Built for roofing, solar, HVAC, pest control, plumbing, fiber, internet, home improvement, and other field based industries, Knockio helps replace scattered tools with one platform that keeps teams organized, customers informed, and operations running faster.

What is CorkCRM?

Easily oversee your notes, coordinate appointments, and automatically monitor leads with minimal hassle. Leverage our Mailparser integration to guarantee that leads are recorded without the need for manual input. New clients can choose to arrange appointments either through online channels or via phone calls, with smooth synchronization to Google Calendar. Once established, any new appointments will update automatically. Impress your clients by creating tailored proposals effortlessly, as Cork streamlines the proposal development process. During the estimation phase, simply fill out the necessary fields and send the proposal directly to the client through email. Clients can choose to sign contracts right away or at a later time using email communication. Collecting electronic signatures is easy and can be accomplished using a mobile phone, laptop, or tablet. Coupled with our online payment feature, estimators can eliminate the inconvenience of returning to the site for payments. Stay organized with our integrated job scheduling feature, which enables you to assign start and end dates while designating crews. This allows your teams to view their tasks easily and remain informed about their locations. Additionally, this system significantly boosts overall productivity, ensuring that no appointments or responsibilities slip through the cracks, ultimately enhancing client satisfaction and operational flow.

Media

Media

Integrations Supported

GoHighLevel
HubSpot CRM
Mailparser
Salesforce
Zapier

Integrations Supported

GoHighLevel
HubSpot CRM
Mailparser
Salesforce
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25/user/month
Free Trial Offered?
Free Version

Pricing Information

$99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Knockio

Date Founded

2024

Company Location

United States

Company Website

knockio.com

Company Facts

Organization Name

CorkCRM

Date Founded

2013

Company Location

United States

Company Website

corkcrm.com

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
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

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

Route Planning

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

Categories and Features

Construction CRM

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

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