Define your own rules and conditions to generate a report
Define your own rules and conditions to generate a report, instead of being stuck with a handful of generic templates.
Reporting Software
for Data-Driven Decisions
You can't fix what you can't see. Knockio lets you build custom reports on your own rules — conversion rates, territory performance, field activity, payments, stalled leads — pulled live from the same data already running your boards, work orders, and invoices. Build the report once and it stays current, so you're deciding on what's happening now, not a spreadsheet from last month.
Schedule a DemoWhat kinds of reports can home service businesses build with Knockio?
Knockio lets you build custom reports on your own rules, covering conversion rates, rep performance by territory, time spent in the field, leads that passed through specific statuses, incoming and outgoing payments, and employee check-in and check-out times. Because the reports run on custom rules rather than fixed templates, you can build the exact report your business needs instead of settling for whatever a platform like ServiceTitan or Jobber decided to pre-build.
Everything You Need,
Built Into One Platform
Define your own rules and conditions to generate a report
Define your own rules and conditions to generate a report, instead of being stuck with a handful of generic templates.
Build Reports Around Your Own Rules
Break a report down by rep, territory, source, date, or any other rule that matters
Break a report down by rep, territory, source, date, or any other rule that matters.
Build what your business actually runs on, not what a platform decided to pre-build
Build what your business actually runs on, not what a platform decided to pre-build.
Understand Your Sales and Conversions
Track conversion rates, rep performance by territory, and revenue by pipeline stage
Track conversion rates, rep performance by territory, and revenue by pipeline stage.
See leads that sat in a status too long and estimates sent but never signed
See leads that sat in a status too long and estimates sent but never signed.
The numbers come straight from the pipeline, not a stale export
The numbers come straight from the pipeline, not a stale export.
Track Your Field Team's Real Performance
Report on time spent in the field and employee check-in and check-out times
Report on time spent in the field and employee check-in and check-out times.
Field reports draw on actual activity and location data
Field reports draw on actual activity and location data.
See real rep performance so you can coach, reassign, or reward
See real rep performance so you can coach, reassign, or reward.
Stay on Top of Every Dollar
Track incoming and outgoing payments, what's due, and cash flow
Track incoming and outgoing payments, what's due, and cash flow.
Financial reports pull straight from the real records, always current
Financial reports pull straight from the real records, always current.
Pair a report with the automation builder to trigger a follow-up when the numbers move
Pair a report with the automation builder to trigger a follow-up when the numbers move.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
Manage Your Business With Numbers, Not
Guesses
Knockio's reports pull directly from the same job, payment, and activity data already living in your boards, work orders, and invoices — so what you see in a report is exactly what's happening in your business right now, not a stale export from last month.
Instant access to the numbers that matter
Build a report once and check it whenever you need it, with current data pulled straight from your jobs, payments, and field activity — no manual exporting.
Reports that drive action, not just awareness
Use the automation builder alongside your reports to trigger follow-ups automatically, like flagging a rep whose field time is dropping or alerting the office when a territory's numbers fall behind.
Smarter decisions across sales, field, and finance
When owners can see real conversion rates, real rep performance, and a real financial picture, they make better decisions faster — reassigning a territory, adjusting staffing, or chasing an overdue invoice.
Frequently Asked Questions
Everything Teams Ask Before Using Knockio Service CRM
Reports are only useful if they're current and yours. Here's how Knockio's reporting works.
Yes. Knockio lets you create custom rules and conditions to generate a report, so you are not limited to a fixed set of preset templates.
Yes. You can create a conversion report broken down by rep, territory, source, or any other rule that matters to your business.
Yes. Knockio can generate a report showing how much time each rep actually spends in the field, based on real activity and location data.
Yes. You can create a report that shows every lead or job that passed through a specific status, which helps identify exactly where deals are stalling.
Yes. You can build reports that show revenue by pipeline stage and status, giving you a clear view of where value sits in your pipeline right now.
Yes. Knockio supports reports covering incoming, outgoing, due, and paid payments, giving you a clear and current financial picture at all times.
Yes. You can build a report on employee check in and check out activity, useful for payroll, accountability, and scheduling decisions.
Customer Reviews
What Field Service and Sales
Teams Say About Knockio
This app is the best thing that has happened to our company! Asad is absolutely amazing! He is so responsive, it doesn't matter what time of day he is on it! I highly recommend this company add this app!
Lacey Jackson
⭐⭐⭐⭐⭐
Knockio is a great product! We use it for our roofing sales canvassing. Their support team is responsive and fixes issues immediately. Highly recommend!
Ben Loveland
⭐⭐⭐⭐⭐
The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!
Bar Galanti
⭐⭐⭐⭐⭐
Knockio is the best! My team and I absolutely love using it - it is so user friendly and simple. Support is brilliant too, nothing is ever too much trouble. The best on the market. Thanks Knockio!
Georgia Hancocks
⭐⭐⭐⭐⭐
We love Knockio so far! It is solving a lot of the issues of the other canvassing apps. The team have worked with us providing excellent fast support. Highly recommend if you're seeing people face to face.
Sarah Bennett
⭐⭐⭐⭐⭐
Amazing app! Definitely has helped out my team a whole lot from our previous canvassing software. They identified what we were struggling with and needed, and everything has been addressed. Highly recommend.
Ayana Hall
⭐⭐⭐⭐⭐
