Knowify Pricing, Features, Reviews & Comparison of Alternatives

Pros
The 2-way sync with QuickBooks; the ability to create AIA style billings directly out of the program (no duplicate entering); the integrations with great apps like ClockShark and Tsheets; the great dashboard on which you can monitor the profitability of each current job; the ease with which you can budget and bid from within the software; the wealth of available reports; and so much more.

Cons
Some improvements could be made to the service ticket side of the program to make it more comprehensive; if a PO is fulfilled in QuickBooks there is no way to match it in Knowify, so it has to be closed out manually on the Knowify side.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Knowify has many modules that are useful, however they do not all work with QBD quite yet. Once they can get the sync figured out it will be a one-stop-shop for estimating, time-tracking, invoicing, scheduling. We do not use the Plan and Track feature, but I can see how that could be VERY helpful. Emailing customers is very easy. Purchase orders are EASY to send. Getting customer signatures is EASY.

Cons
1) The billing module is very detailed, so it takes a long time to enter bills. There should be a shortcut around entering an "Item" that allows choosing an expense account. And maybe allocate to the job not based on an item in contract. Also Autofill feature? Or a Copy previous bill? 2) Default accounts are confusing. For a long time they did not save after I entered them. And many of them do not allow us to choose a COGS type account. 3)Time tracker does not sync at all. 4) Sub customer doesn't autofill address of top customer. 5)Estimate/Invoice template formats are not editable - I want to adjust which fields and where they go on the document. 6)Can't do a $0 estimate -sometimes a customer wants to choose from options. 7) Class info did not sync 8) In Plan and Track the work order should autofill item description from the contract 9) t would be great if Comments were visible in Time entries Instead of having to click on them to see.

Rating breakdown

Likelihood to recommend: 6/10

Pros
By far the best feature of Knowify is that, with a seemingly simple but comprehensive interface, the program is intuitively generating more beneficial outputs, then we could first imagine.

Cons
At first blush the interface seems very directed in how one should use it, but we began, after working with the demo, to find it slightly obtuse when faced with little ideosyncrasies common to many contractors. So far the team at Knowify has not disappointed in aiding us with these minor hiccups, which tended to be a lack of understanding on our end about certain settings, and not the program itself.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This software makes it very simple to make change orders, simple invoicing, and great documentation.

Cons
Some times the address look up system does not work. The phone log in app tends to lag or not work at times. I wish I could add lines in-between existing lines on the break down or bill of materials. This would be for grouping reasons. To make is easier to understand.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Allows me to have a front-end to Quickbooks and provides for a little better job tracking. We previously tracked jobs manually. Knowify also has some helpful reports.

Cons
When you first start using Knowify, it is not user friendly. There are many "quirks" in the system. We have submitted requested all through 2018 for some of these to be addressed. Our company cannot be the only user experiencing some of these issues. Using Knowify has helped but is still lacking for my purposes. Examples: adding another default phase for Subcontractors - the entry of this data now is awful. Support has not be terrific. Job numbering - if jobs are initiated in Knowify or Quickbookos, if the are communicating properly, the LAST number issued should automatically populate. This does not happen, even though Support says to mark it in preferences - it is flagged.

Rating breakdown

Likelihood to recommend: 6/10