Roofing deals don't end at the signature—they move from a roof inspection and storm claim through EagleView takeoffs, material orders, crew scheduling, and ACV/RCV depreciation checks. Knockio connects your door-to-door roofing sales tracking directly to your back-office operations, giving storm restoration and retail replacement contractors one platform to sell, build, and collect.
Schedule a DemoWhat should roofing contractors look for in a CRM and sales platform?
A true roofing project management software carries the job from the first knock to the final lien waiver. That means complete property records, automated territory cutting by ZIP and city, a pipeline matching roofing stages, EagleView, Hover, or GAF QuickMeasure numbers entered on the estimate, work orders with shingle orders, e-contracts, and deductible payment collection. Knockio handles all of it in one platform—adding live GPS tracking of canvassers and crews so your job history lives in a single record.
Knockio is a roofing contractor software built to manage customer records, inspections, crews, production, work orders, inventory, and payments. From the first knock to the completed roof, it all sits in one connected platform. It is a complete roofing management software that allows owners to run sales and production without the confusion of two systems that never quite agree.
Every job record holds the address, contacts, roof age, storm dates, insurance claim numbers, photos, notes, and full activity history. When a homeowner calls back about a leak or supplement, your team sees the whole story instead of digging through group texts.
Move jobs through clear stages: Lead, Inspection, Contingency Signed, Claim Filed, Adjuster Meeting, Approved Scope, Build Scheduled, and RCV Released. Fully customize statuses to match your exact storm restoration or retail replacement workflow.
Assign tear-off and install crews to jobs, track production progress closely, and keep the office and the field reading one shared calendar. Everyone sees who is on which roof next without double-booking crews.
Build canvassing territories automatically from ZIP codes and cities instead of drawing boundaries by hand. After a hail or wind storm, carve up an affected neighborhood and get reps knocking doors in minutes.
See where every canvasser, project manager, and crew is in real time. Pin-drop verification confirms exactly how close a rep stood to an address when marking a door worked, improving field accountability and safety.
Plan tighter, smarter routes so your roofing reps hit far more doors in less time each day—eliminating crisscrossing across the same blocks and saving valuable daylight hours after a storm.
Build a work order with tasks, labor budgets, and shingle/flashing takeoffs for every roof. Track the job against real numbers—not a rough estimate—so the office sees exactly what was ordered and what it cost.
When shingles, underlayment, or ridge vents run short, fire off a purchase order for your supplier such as ABC Supply, Beacon, or SRS. Knockio tracks SKUs and flags low stock before your crew runs out mid-job.
Route work orders directly to your in-house crew or a trusted 1099 subcontractor. Attach aerial measurements, roof photos, and schedules while stripping out customer financial markup.
Upload timestamped before, during, and after photos straight to the job. Insurance adjusters, homeowners, and your own crew get the full visual record in one spot instead of scattered across personal phones.
Send contingency agreements, build contracts, and Direction to Pay forms for digital signature with IP timestamp logging. Add the mandatory FTC 3-Day Notice of Cancellation to your contract templates for door-to-door sales.
Keep insurance scopes (Xactimate ESX files), municipal building permits, material warranties, and lien waivers attached right to the job record so nothing gets lost when an insurance supplement is filed.
Build clean, accurate estimates using measurements from your EagleView, or entered from your Hover or GAF QuickMeasure report. Add optional line items like upgraded ventilation or impact-resistant shingles from a pre-saved product catalog.
Send proposals that homeowners review and e-sign from their phone, and present the financing options you offer. Mid-job decking repairs or wood replacements are handled via dual-signature change orders before extra work proceeds.
Collect insurance deductibles, ACV material deposits, and final RCV draws on the spot or remotely via Text-to-Pay, card, or ACH—keeping cash flow moving without waiting on a check in the mail.
Every job record holds the address, contacts, roof age, storm dates, insurance claim numbers, photos, notes, and full activity history. When a homeowner calls back about a leak or supplement, your team sees the whole story instead of digging through group texts.
Move jobs through clear stages: Lead, Inspection, Contingency Signed, Claim Filed, Adjuster Meeting, Approved Scope, Build Scheduled, and RCV Released. Fully customize statuses to match your exact storm restoration or retail replacement workflow.
Assign tear-off and install crews to jobs, track production progress closely, and keep the office and the field reading one shared calendar. Everyone sees who is on which roof next without double-booking crews.
Build canvassing territories automatically from ZIP codes and cities instead of drawing boundaries by hand. After a hail or wind storm, carve up an affected neighborhood and get reps knocking doors in minutes.
See where every canvasser, project manager, and crew is in real time. Pin-drop verification confirms exactly how close a rep stood to an address when marking a door worked, improving field accountability and safety.
Plan tighter, smarter routes so your roofing reps hit far more doors in less time each day—eliminating crisscrossing across the same blocks and saving valuable daylight hours after a storm.
Build a work order with tasks, labor budgets, and shingle/flashing takeoffs for every roof. Track the job against real numbers—not a rough estimate—so the office sees exactly what was ordered and what it cost.
When shingles, underlayment, or ridge vents run short, fire off a purchase order for your supplier such as ABC Supply, Beacon, or SRS. Knockio tracks SKUs and flags low stock before your crew runs out mid-job.
Route work orders directly to your in-house crew or a trusted 1099 subcontractor. Attach aerial measurements, roof photos, and schedules while stripping out customer financial markup.
Upload timestamped before, during, and after photos straight to the job. Insurance adjusters, homeowners, and your own crew get the full visual record in one spot instead of scattered across personal phones.
Send contingency agreements, build contracts, and Direction to Pay forms for digital signature with IP timestamp logging. Add the mandatory FTC 3-Day Notice of Cancellation to your contract templates for door-to-door sales.
Keep insurance scopes (Xactimate ESX files), municipal building permits, material warranties, and lien waivers attached right to the job record so nothing gets lost when an insurance supplement is filed.
Build clean, accurate estimates using measurements from your EagleView, or entered from your Hover or GAF QuickMeasure report. Add optional line items like upgraded ventilation or impact-resistant shingles from a pre-saved product catalog.
Send proposals that homeowners review and e-sign from their phone, and present the financing options you offer. Mid-job decking repairs or wood replacements are handled via dual-signature change orders before extra work proceeds.
Collect insurance deductibles, ACV material deposits, and final RCV draws on the spot or remotely via Text-to-Pay, card, or ACH—keeping cash flow moving without waiting on a check in the mail.
A storm-chasing insurance roofer and a retail cash-replacement roofer share a trade name, but run completely different workflows. Knockio adapts to your specific funding model, sales posture, and installation pipeline out of the box.
Homeowner-initiated replacements driven by age, leaks, or aesthetics. Build marketing-led pipelines, present Good/Better/Best shingle tiers, and present the monthly financing you offer and keep the signed agreement on the job record.
Designed for hail and wind claims where the adjuster controls the scope. Manage contingency agreements, adjuster roof meetings, ACV/RCV check endorsements, and insurance supplements without missing a dollar.
Storm contractors rarely replace just a roof. Manage multi-trade scopes under a single insurance claim—coordinating roofing, gutters, siding, window wraps, and solar detach-and-reset crews on one parent work order.
Manage low-slope commercial projects, GC relationships, and HOA/property management bids. Track complex material orders (TPO, EPDM, metal), safety compliance, and multi-month invoice tracking.
Stop paying for separate door-knocking apps, production CRMs, and custom spreadsheets. Knockio brings your canvassers, project managers, and install crews into one platform.
| Workflow Stage | Old Taped-Together Stack | With Knockio All-in-One |
|---|---|---|
| Door Canvassing | Paying per seat for SalesRabbit or SPOTIO just to track door knocks and storm pins. | Built-in D2D mapping, automated ZIP/city territory cutting, and live GPS rep tracking. |
| Storm & Claim Tracking | Texting Xactimate scopes and adjuster dates through group chats where details get buried. | Centralized job records holding insurance claim numbers, adjuster dates, and roof photos. |
| Production & Ordering | Re-entering estimate numbers by hand into AccuLynx or JobNimbus to schedule install crews. | Seamless conversion from estimate to work order, shingle material takeoffs, and crew dispatch. |
| Contracts & Payments | Using separate e-sign apps for contingency forms and waiting weeks for paper checks. | Native e-contracts, FTC 3-day cancel disclosures, and mobile deductible collection on site. |
Knockio makes job management simple by combining elite roofing canvassing software and a powerful field service CRM in one place. Track reps, manage crews, upload job media, automate follow-ups, and send e-contracts, all from the exact same platform.
Monitor field reps in real time with GPS tracking. It helps with accountability, safety, and knowing exactly who is working which street right now.
Learn MoreAutomatically handle the daily grind like follow-ups, callbacks, and appointment confirmations, so a job does not go cold while your office is buried in something else.
Learn MoreSee every job's photos, measurement data, and notes in one view, so the office and the field are looking at the same record instead of asking each other for it.
Create, send, review, and sign contracts digitally so every approved deal moves forward faster without paperwork delays or manual follow-ups.
Learn MoreKnockio 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.
Learn MoreLink canvassers, project managers, and office admins to the same job record through assignees and notes, so handoffs never depend on a forwarded text.
Learn MoreFrequently Asked Questions
Switching software is a real decision when your whole pipeline, crew schedule, and customer history lives inside it. Here are the questions roofing contractors ask most before making the move.
Join hundreds of growing teams using Knockio to manage leads, sales, field teams, and customer relationships.
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
⭐⭐⭐⭐⭐
See Knockio In Action
Pulling up a few good times to connect…
Plan campaigns, capture leads, dispatch crews, manage jobs, and update customers from anywhere. Your canvassing and field service work stays connected in one app.
