Solar deals don't happen behind a desk. They start on a doorstep, advance through a technical site audit, navigate weeks of permitting and HOA limbo, and only turn into revenue when the utility issues Permission to Operate (PTO). Knockio connects your door-to-door solar canvassing tracking directly to your back-office operations—helping setters, closers, and install crews move deals faster.
Schedule a DemoWhat should solar companies look for in a CRM and sales platform?
A true solar project management software carries the deal from first knock to a working system on the roof. That means complete property records, setter-to-closer appointment handoffs, a pipeline matching solar stages, utility PTO tracking, e-contracts, and deposit collection. Knockio handles all of it in one platform—adding live GPS tracking of field reps and automated territory creation by ZIP and city so your deal history lives in a single record.
Knockio is solar sales software and CRM built for installers who need one place to hold customer records, manage reps, set appointments, track every project stage, build proposals, send digital contracts, and collect deposits. No more working off three spreadsheets that never agree on where a deal stands.
Manage records during every visit, log outcomes, attach roof shading notes, and store utility bill history. When a homeowner calls back, your team sees the full conversation instead of digging through personal phones.
Move deals through clear stages: Lead, Site Survey, Design, HOA Approval, Permitting, Install, Inspection, and PTO. Fully customize statuses to match your exact sales-to-install workflow.
Book appointments at the door straight onto a closer's calendar. Automatically attach 12-month kWh usage graphs, electrical panel photos, and decision-maker details so closers never arrive blind.
Build canvassing territories automatically from ZIP codes and cities instead of drawing boundaries by hand. Carve up a target neighborhood and get setters knocking doors in minutes.
See where every setter is in real time to balance coverage across a build area. Pin-drop verification confirms exactly how close a rep stood to an address when marking a door worked.
Plan tighter routes so reps cover more doors in less time each day—eliminating crisscrossing across the same blocks and saving valuable daylight hours.
Track work orders from lead to service with clear equipment takeoffs. Attach panel models, inverter SKUs, racking specs, and safety notes so install crews always arrive prepared.
When panels, microinverters, or rails run short, fire off a purchase order straight from the work order. Knockio flags low stock before your crew runs out mid-install.
Route work orders directly to your in-house crew or a trusted 1099 subcontractor. Attach satellite layouts, MPU photos, and schedules while stripping out sensitive customer pricing.
Don't let cash flow wait on permitting. Track municipal permit approvals, utility net-metering applications, and final Permission to Operate (PTO) letters in explicit wait-stage boards.
Prevent expensive mid-install stop-work fines. Store HOA Architectural Review Board (ARB) approval letters directly on the record before scheduling crew dispatch.
Site surveyors upload roof condition photos, attic framing measurements, and main panel breaker ratings straight to the deal—preventing engineering redesigns.
Create clean proposals with system size (kW), offset projections, and line-item equipment specs. Add optional battery storage line items and compare Cash vs. Loan pricing.
Send install agreements for digital signature with IP timestamp logging. You can add the mandatory FTC 3-Day Notice of Cancellation to your contract templates, which appends it to door-to-door deals.
Collect deposits, MPU upgrade fees, and invoices through Text-to-Pay, card, or ACH. Cash flow keeps pace with installation progress.
Manage records during every visit, log outcomes, attach roof shading notes, and store utility bill history. When a homeowner calls back, your team sees the full conversation instead of digging through personal phones.
Move deals through clear stages: Lead, Site Survey, Design, HOA Approval, Permitting, Install, Inspection, and PTO. Fully customize statuses to match your exact sales-to-install workflow.
Book appointments at the door straight onto a closer's calendar. Automatically attach 12-month kWh usage graphs, electrical panel photos, and decision-maker details so closers never arrive blind.
Build canvassing territories automatically from ZIP codes and cities instead of drawing boundaries by hand. Carve up a target neighborhood and get setters knocking doors in minutes.
See where every setter is in real time to balance coverage across a build area. Pin-drop verification confirms exactly how close a rep stood to an address when marking a door worked.
Plan tighter routes so reps cover more doors in less time each day—eliminating crisscrossing across the same blocks and saving valuable daylight hours.
Track work orders from lead to service with clear equipment takeoffs. Attach panel models, inverter SKUs, racking specs, and safety notes so install crews always arrive prepared.
When panels, microinverters, or rails run short, fire off a purchase order straight from the work order. Knockio flags low stock before your crew runs out mid-install.
Route work orders directly to your in-house crew or a trusted 1099 subcontractor. Attach satellite layouts, MPU photos, and schedules while stripping out sensitive customer pricing.
Don't let cash flow wait on permitting. Track municipal permit approvals, utility net-metering applications, and final Permission to Operate (PTO) letters in explicit wait-stage boards.
Prevent expensive mid-install stop-work fines. Store HOA Architectural Review Board (ARB) approval letters directly on the record before scheduling crew dispatch.
Site surveyors upload roof condition photos, attic framing measurements, and main panel breaker ratings straight to the deal—preventing engineering redesigns.
Create clean proposals with system size (kW), offset projections, and line-item equipment specs. Add optional battery storage line items and compare Cash vs. Loan pricing.
Send install agreements for digital signature with IP timestamp logging. You can add the mandatory FTC 3-Day Notice of Cancellation to your contract templates, which appends it to door-to-door deals.
Collect deposits, MPU upgrade fees, and invoices through Text-to-Pay, card, or ACH. Cash flow keeps pace with installation progress.
A $0-down PPA installer and a residential cash sales team share an industry, but run completely different workflows. Knockio adapts to your specific financial model, sales posture, and installation pipeline out of the box.
Engineered for high-velocity D2D sales teams and regional installers selling customer-owned systems. Track invoices from M1 install through final M2 PTO funding and keep each lender's signed agreement on the deal.
Streamline $0-down solar agreements where a third-party finance partner owns the equipment. Manage 20-to-25 year lease approvals, customer credit status records, and long-term production monitoring seamlessly.
Adapt to modern net-metering changes. Run dedicated, rapid-turnaround pipelines for adding battery storage (Tesla Powerwall, Enphase, FranklinWH) and EV chargers to existing residential arrays.
Manage Commercial & Industrial (C&I) multi-roof projects alongside recurring Operations & Maintenance (O&M) service contracts, routine panel washing, inverter replacements, and system health audits.
Stop paying for separate door-knocking apps, generic CRMs, and custom spreadsheets. Knockio brings your sales floor and install crews into one platform.
| Workflow Stage | Old Taped-Together Stack | With Knockio All-in-One |
|---|---|---|
| Door Canvassing | Paying per seat for a standalone door app (SalesRabbit/SPOTIO) that doesn't sync with office calendars. | Built-in D2D mapping, PIN-verification, and direct calendar dispatch to closers. |
| Sales Handoff | Texting roof photos and utility bills through group chats where details get lost. | Centralized deal records holding site photos, shading notes, and utility bills in one view. |
| Interconnection & PTO | Spreadsheets tracking permit and net-metering approvals across separate departments. | Visual Kanban boards tracking HOA approvals, permits, utility grid ties, and PTO sign-offs. |
| Contracts & Payments | Chasing paper signatures and manual invoice checks across multiple systems. | Native e-contracts, 3-day cancellation notices you add to your templates, and mobile deposit collection. |
Knockio makes solar project management simple with solar sales software and field service CRM tools in one place. Track setters, manage appointments, upload site media, automate follow ups, and send digital contracts, all from the same platform.
Monitor setters in real time with GPS tracking. It helps with accountability, safety, and knowing exactly who is working which neighborhood right now.
Learn MoreAutomatically handle the daily grind like follow-ups, callbacks, and appointment confirmations so a deal does not go cold while closers are out running other appointments.
Learn MoreSee every deal's photos, site survey details, electrical panel shots, and notes in one view, so engineering and the field read the same record.
Create digital contracts, add mandatory 3-day cancellation notices to your templates, collect signatures, and move approved jobs forward without paperwork delays.
Learn MoreKnockio connects your customer records, invoices, and payments to the tools you use via Zapier and webhooks. It also connects natively or via Zapier and webhooks with Google Calendar, HubSpot, GoHighLevel (GHL), and Salesforce.
Learn MoreLink setters, closers, and ops to the same deal 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, appointment calendar, and customer history lives inside it. Here are the questions solar companies 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.
