Plumbing Software & CRM Built for Plumbing Contractors

Plumbing contractors need software that moves as fast as an emergency flood call and as precise as a permitted commercial repipe. Knockio connects your plumbers, drain technicians, and dispatchers into one platform—giving plumbing businesses the tools to quote flat-rate repairs from a price book, attach sewer camera inspections, pull municipal permits, and collect payment on site.

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What should plumbing contractors look for in a CRM and field service platform?

A true plumbing contractor software handles emergency leak triage and scheduled installations without forcing you into two tools. That means complete property records with pipe and valve history, visual dispatching, flat-rate price book estimating, sewer camera inspection attachments, backflow test documentation, and on-site payment billing. Knockio handles all of it in one platform—adding live GPS tracking of plumbers so your entire job history lives in a single record.

What should plumbing contractors look for in a crm and dispatch platform

Why Plumbing Teams Choose Knockio

Knockio helps plumbing contractors manage customers, job history, scheduling, dispatch, estimates, parts, invoices, and payments. From an emergency service call to a multi-day repipe, it all sits in one connected platform. Owners run the board and the field without losing track of who is where, what was done, and what still needs billing.

Manage Jobs & History

Plumbing & Valve Property History

Every property record logs main water shut-off locations, water heater serial numbers, pipe materials (copper, PEX, galvanized), and past repair history. Technicians arrive knowing where to cut the water before stepping into a flood.

Dynamic Pipeline for Plumbing Stages

Move jobs through clear stages: Emergency Triage, Dispatched, Diagnosing, Price Book Quoted, Approved, Work in Progress, Permitted Inspection, and Completed. Separate boards for quick service calls versus major repipes.

Plumbing Service Plan Memberships

Build customer loyalty with annual plumbing inspection memberships. Track member-only discounts on drain cleaning and water heater flushes, automate inspection reminders, and bill recurring membership fees via recurring invoicing.

Track & Dispatch

Live GPS Tracking & Emergency Routing

See every plumber's real-time GPS location on a live dispatch map. When a burst pipe or sewage backup call comes in, use the live rep map to assign the nearest available technician immediately.

Auto Territory Creation by ZIP & City

Carve out service zones or neighborhood canvassing territories automatically by ZIP code and city. Target aging residential subdivisions with water heater changeout or trenchless sewer replacement campaigns.

Smarter Plumbing Route Planning

Optimize daily routes for drain technicians running multiple residential calls a day. Minimize drive time between service stops and keep customers informed with accurate arrival windows.

Work Orders & Parts

Plumbing Work Orders With Takeoffs

Build detailed work orders tracking PEX tubing, copper fittings, ball valves, wax rings, and PVC pipe against real job costs. Plumbers view itemized material takeoffs and job tasks directly on their mobile app.

Purchase Orders to Plumbing Suppliers

When water heaters, sewage pumps, or specialty valves run short, generate a purchase order for your supplier such as Ferguson, Winsupply, or Home Depot Pro. Flag low stock before parts delay a repipe.

Truck Stock & Inventory Management

Track common repair fittings and drain machine cutters across individual service vans. Know exactly which truck has the required repair parts before dispatching them to an emergency call.

Documents & Media

Sewer Camera Video & Photo Logs

Attach high-resolution sewer camera inspection videos and before/after photos of corroded pipes directly to the customer record—providing undeniable visual proof to justify rooter or excavation quotes.

Backflow Testing & Permit Forms

Store mandatory municipal backflow testing certifications, water heater permits, and master plumber sign-offs attached to the property record for seamless compliance audits and customer records.

Declined-Repair Liability Waivers

When a customer declines a recommended whole-home repipe and chooses a temporary clamp on a leaking pipe, capture a digital Declined-Repair Waiver e-signature on site to document that the customer declined the recommended repair.

Quote & Get Paid

Flat-Rate Price Book Quoting

Present clear, flat-rate pricing from your integrated flat-rate price book. Plumbers quote the exact job price after diagnosis—before turning a wrench—to eliminate billing surprises.

Good / Better / Best Repipe Estimates

Offer interactive multi-option proposals on major jobs like water heater replacements or sewer line repairs. Compare standard tank replacements against high-efficiency tankless installations, with the financing you offer.

Collect on Site

Collect diagnostic trip fees, repair balances, and project deposits immediately upon job completion using Text-to-Pay, card readers, or ACH processing in the field.

Plumbing & Valve Property History

Every property record logs main water shut-off locations, water heater serial numbers, pipe materials (copper, PEX, galvanized), and past repair history. Technicians arrive knowing where to cut the water before stepping into a flood.

Door-to-door canvassing in Knockio
Dynamic Pipeline for Plumbing Stages

Move jobs through clear stages: Emergency Triage, Dispatched, Diagnosing, Price Book Quoted, Approved, Work in Progress, Permitted Inspection, and Completed. Separate boards for quick service calls versus major repipes.

Lead management in Knockio
Plumbing Service Plan Memberships

Build customer loyalty with annual plumbing inspection memberships. Track member-only discounts on drain cleaning and water heater flushes, automate inspection reminders, and bill recurring membership fees via recurring invoicing.

Kanban-style sales pipeline in Knockio
OPERATING MODEL FLEXIBILITY

Built for How Your Plumbing Business Actually Operates

An emergency drain-cleaning business and a commercial new-construction plumber share a trade name, but run completely different workflows. Knockio adapts to your specific dispatch model, flat-rate pricing, and project draws out of the box.

Emergency Service & Repair

Designed for fast-paced leak and drain triage. Quote trip fees at booking, assign the nearest available plumber using the live rep map, present flat-rate repair quotes from your price book, and collect payment on completion.

GPS Emergency DispatchFlat-Rate Price BooksOn-Site Payment Collection

Trenchless Sewer & Underground

Manage high-ticket residential and commercial sewer line replacements. Attach video inspection files, build tiered repair-vs-replacement proposals, and present the financing you offer for major excavation work.

Sewer Camera Video LogsGood/Better/Best TiersFinancing Docs on File

Residential Repipe & Remodel

Streamline whole-home water and gas repipes. Track municipal building permits, manage staged material takeoffs (copper, PEX), and collect staged payments as inspection phases complete.

Municipal Permit TrackingInvoicingDeclined-Repair Waivers

Commercial & Water Treatment

Manage multi-family HOA contracts, restaurant grease-trap schedules, and commercial filtration/softener installations. Track mandatory municipal backflow testing certifications and annual maintenance plans.

Backflow Test ComplianceCommercial PMA AccountsMulti-Property Billing

How Knockio Replaces Your Taped-Together Plumbing Stack

Stop paying for basic calendar dispatch apps, paper price books, and manual invoicing spreadsheets. Knockio brings your plumbers, drain techs, and office into one platform.

Workflow StageOld Taped-Together StackWith Knockio All-in-One
Scheduling & DispatchUsing whiteboards or basic calendar apps with no live GPS plumber tracking or emergency routing.Visual drag-and-drop dispatch board with real-time GPS plumber tracking and emergency routing.
Estimating & QuotingFlipping through paper price books or writing hourly estimates on invoices after the job is done.Digital flat-rate price book quoting and interactive Good/Better/Best proposals presented on site.
Proof & ComplianceSewer camera inspection videos stored on SD cards that customers and adjusters can never access.High-res camera inspection videos, photos, and backflow test forms attached right to the customer record.
Invoicing & PaymentsHandwriting paper invoices in the truck and waiting days for customers to mail checks.Automated digital invoices, on-site payment / Text-to-Pay collection.

Run Service and Installs From One System

Knockio pulls both sides of a plumbing business into one platform, so emergency calls and planned installs run from the same place. Track plumbers, manage the schedule, quote jobs, capture site photos, and send digital contracts, all in one system.

Live Field Tracking

Monitor plumbers in real time with GPS tracking. Use the live rep map to assign the nearest available van to emergency burst pipes or sewage backups.

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Flow Automation

Automatically handle the daily grind like annual inspection reminders, booking confirmations, and invoice follow-ups so your dispatchers can focus on emergencies.

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Media & Measurements

See every job's sewer camera inspection videos, pipe measurements, shut-off valve photos, and backflow forms in one view, so plumbers arrive prepared.

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E-Contracts

Send repipe agreements and Declined-Repair Liability Waivers for digital signature with IP timestamp logging to document that the customer declined the recommended repair.

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CRM Integrations

Knockio connects your customer records, invoices, and payments to the tools you use via Zapier and webhooks. It also connects via Zapier and webhooks with Google Calendar, HubSpot, GoHighLevel (GHL), and Salesforce.

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Team Communication

Link drain technicians, master plumbers, and dispatchers to the same job record through assignees and notes, so valve locations never get lost.

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Frequently Asked Questions

Everything Plumbers Ask Before Switching to Knockio

Switching software is a real decision when your whole schedule, customer history, and job records live inside it. Here are the questions plumbing contractors ask most before making the move.

Look for scheduling and dispatch, full job history per address, flat-rate price book estimating, work orders with material takeoffs, e-contracts, and flexible on-site billing—all tied to one customer record. The platform should carry both emergency leak service and permitted repipe projects without forcing you into two tools. Knockio was built to run both from the same system.
Yes. Plumbers can present clear, flat-rate pricing directly from an integrated flat-rate price book on a mobile tablet. They can quote the exact job price after diagnosis—before turning a wrench—and capture digital customer approval on the spot.
Yes. Technicians can attach high-resolution sewer camera inspection videos, annotated photos of corroded pipes, and shut-off valve locations directly to the customer property record so customers, office staff, and insurance adjusters see undeniable visual proof.
Yes. Knockio supports staged invoicing (a deposit up front, then additional invoices as the job progresses), so you can take an initial deposit for materials, send additional invoices as rough-in inspection phases complete, and collect the final balance upon completion—all tied to the project record.
ServiceTitan is heavy and priced for large enterprise shops, while Jobber and Housecall Pro often require paid add-ons for advanced sales and proposal features. Knockio brings emergency dispatch, flat-rate price book quoting, sewer video attachments, work orders, and payments together in one flat-rate platform—adding live GPS tracking, automated territory canvassing, and personalized support.

Trusted by 100’s of customers

Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.

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Customer Reviews

What Field Service and Sales
Teams Say About Knockio

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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

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

Ben Loveland

⭐⭐⭐⭐⭐

The support team is awesome. The live tracking feature is very useful. The pricing is fair as well!

Bar Galanti

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

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

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

Ayana Hall

⭐⭐⭐⭐⭐

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