For every module, control whether a role can see, edit, create, or approve
For every module, control whether a role can see, edit, create, or approve.
User Management Software
Not everyone on your team should see everything. Knockio lets you decide exactly what each role can see and do — office managers get financials, field techs get job details, and subcontractors get only their own work orders. Sensitive customer and money data stays protected while every person gets the access their job actually needs.
Schedule a DemoCan I control what subcontractors and field techs can see in user management software?
Yes. Knockio offers granular, section-level user permissions, letting you create custom roles such as Field Tech, Office Manager, or Subcontractor with access tailored to each position. You can hide financial details and customer contact information from field staff, give subcontractors visibility into only their assigned work orders, and apply a role to a new team member instantly as your business grows.
Everything You Need,
Built Into One Platform
For every module, control whether a role can see, edit, create, or approve
For every module, control whether a role can see, edit, create, or approve.
Control Access Down to the Detail
Set each module to Assigned (a user's own records only) or Full (everything in that module)
Set each module to Assigned (a user's own records only) or Full (everything in that module).
Decide whether a module even appears in a role's menu and mobile app
Decide whether a module even appears in a role's menu and mobile app.
Keep Operations Running Smoothly
Build roles named for your real positions
Build roles named for your real positions — Field Tech, Office Manager, Subcontractor, General Manager.
A user's access is the cumulative total of every role they hold
A user's access is the cumulative total of every role they hold.
Drop a new hire into a role and they immediately have the right access
Drop a new hire into a role and they immediately have the right access — no per-permission setup.
Protect Sensitive Information
Keep pricing, margin, and payment data off field-team screens entirely
Keep pricing, margin, and payment data off field-team screens entirely.
Limit who can see customer contact details
Limit who can see customer contact details.
Give a 1099 sub visibility into only their assigned work orders
Give a 1099 sub visibility into only their assigned work orders — not your other jobs, pricing, or customers.
Trusted by 100’s of customers
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
Manage Your Team's Access From Day One
to Day One Thousand
As your home service business grows — adding field techs, subcontractors, and office staff — Knockio's permission system keeps access organized, secure, and aligned with each person's role.
Instant Role Assignment
Assign a new team member to an existing role and they immediately have the right access, with no manual setup for each individual permission.
Ongoing Access Oversight
Review and adjust roles and permissions at any time as responsibilities change, so access always matches what each person actually needs.
Increased Trust and Security
When team members only see what's relevant to their role, it reduces confusion, protects sensitive customer and financial data, and gives owners confidence.
Frequently Asked Questions
Everything Teams Ask Before Using Knockio Service CRM
Access control protects your data and your customers. Here's how granular Knockio's permissions get.
Yes. Permissions are section-level, so you can keep pricing, margin, and payment data off a field role's screens entirely while still giving them the job details they need.
Yes. Beyond the default Owner and Agent roles, you can build custom roles — Field Tech, Office Manager, Subcontractor, and more — with access tailored to each position.
Yes. Set the subcontractor role's data access to Assigned so they see only the work orders assigned to them — not your other jobs, pricing, or customers.
Yes. A user can hold multiple roles, and their access is the cumulative total of everything those roles allow.
Assigned means the user sees only records explicitly assigned to them within a module; Full means they see everything in that module without manual assignment. It's the core control for how wide each role's view is.
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
⭐⭐⭐⭐⭐
