What is Knockio?
Knockio is a field service management software built to help sales teams manage their daily operations, engage with leads, and close deals from a mobile app. Whether reps are knocking doors, meeting clients on-site, or handling service appointments, Knockio keeps every interaction, task, and workflow organised in real time.
Key Features
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Lead & Opportunity Management: Capture prospects, track interactions, and move leads through the sales process.
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Territory & Route Optimization: Plan routes, assign territories, and ensure reps reach the right customers.
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Live Rep Tracking: See where a field sales team is, what they’re working on, and how they’re performing in the field.
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Digital Proposals & E-Signatures: Send professional quotes and contracts instantly, speeding up approvals and payments.
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Workflow Automation: Automate repetitive tasks like follow-ups, job assignments, and notifications.
Built-in Communications: Make calls, send texts, and emails directly from the platform with communication history automatically logged.
Job & Service Appointment Management: Schedule jobs, assign service appointments, and track job progress from start to completion.
Photo, Video & Media Management: Capture and store photos, videos, and files directly within job and customer records for easy reference.
Benefits
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Work Smarter in the Field: Reduce administrative work so reps can focus on selling and servicing customers.
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Increase Revenue: Structured workflows and real-time insights help convert more leads into sales.
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Full Visibility: Managers get instant reports and dashboards to track team performance and results.
Knockio is purpose-built for field managers and teams, giving them tools to track activity, manage territories, and streamline operations.
