Knowify vs Dataforma

Dynamics 365

Procore

Buildertrend

NetSuite

RAKEN

FollowUp CRM

Compare Knowify and Dataforma based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Asana

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

monday.com

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work. Teams shape workflows and projects, code-free, with a platform that adapts to shifting needs, liberates teams from manual grunt work, and connects teams in a collaborative work space.

Smartsheet

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Knowify is a mobile contractor management solution that helps construction companies manage jobs, contracts, change orders, invoicing, time, scheduling, & more

Access Controls/Permissions

Accounting

Accounting Integration

Accounts Payable

Accounts Receivable

Activity Dashboard

Activity Tracking

Alerts/Notifications

Audit Trail

Automated Scheduling

Bid Management

Billing & Invoicing

Bills of Material

Budget Control

Budgeting/Forecasting

Budget Management

Budget Tracking

Calendar Management

Calendar/Reminder System

Catalog Management

Change Order Management

Client Portal

Client Tracking

Collaboration Tools

Commercial

Communication Management

Compliance Management

Construction Breakdowns

Contact Management

Contract/License Management

Contractor Database

Contractor Management

Cost Database

Cost Estimating

Cost-to-Completion Tracking

Cost Tracking

Customer Database

Customer Management

Customer Portal

Customizable Branding

Customizable Fields

Customizable Reports

Customizable Templates

Data Import/Export

Dispatch Management

Document Management

Document Storage

Electrical Estimating

Electronic Payments

Electronic Signature

Equipment Tracking

Estimating

Expense Tracking

File Storage

Financial Management

For AEC Industry

For Commercial and/or Industrial Electrical Contractors

For Plumbing Industry

For Residential

Gantt/Timeline View

Historical Database

Inventory Management

Invoice Management

Job Costing

Job Management

Job Scheduling

Job Tracking

Labor Cost Reporting

Lead Management

Location Tracking

Maintenance Scheduling

Materials Management

Milestone Tracking

Mobile Access

Mobile App

Mobile Signature Capture

Multiple Projects

Offline Access

Overrun Reporting

Payment Processing

Percent-Complete Tracking

Permit Management

Plumbing Estimating

Price/Margin Management

Pricing Management

Production Cost Tracking

Progress Reports

Progress Tracking

Project Accounting

Project Billing

Project Estimating

Projections

Project Management

Project Planning/Scheduling

Project Scheduling

Project Templates

Project Time Tracking

Knowify

Web-based

iPhone

iPad

Android

Core

Advanced

Enterprise

Business Manager

The inability to have multiple templates for proposals and also not being able to edit or change the proposal template without contacting knowify's it team.

Managing Partner

ie. if we have Electrical Rough in and Schedule Electrician A and we also have phase Electrical Top out it will not automatically pull the electrician into that phase meaning there is a lot of time input to make sure the schedules are correct. ]

The bill approval integration with QB is annoying. When the bill is input into knowify it only allows the option to sync with QB or not PRIOR to the approval or rejection.

Chief of Admin

It keeps all document numbers in order, helped with professionalism and allowed us to spend more time bidding jobs instead of on spreadsheets.

The resource board is a little complicated since our project have mutliple phases that the subcontractors are responsible for and when scheduled on one item they do not go over into other phases.

As a small GC with limited management staff, Knowify is comprehensive enough to cover most things but not too big that the system becomes cumbersome to manage.  

Design

Overall, Knowify is a solid tool for managing costs and profitability, but it works best once you’re familiar with the system.

The submittal process is not ideal, the flow is difficult to manage and it is lacking some functionality that would be nice to help manage the submittal process.

Project Management/Scheduling is adequate, but definitely has some room for improvement.   And for subcontracts, I don't like that a single subcontract cannot include multiple phases of a project.

General Manager

The scheduling portion needs an overhaul, employees not assigned to a job don't have visibility of where other employees are assigned.

Managing Member

It’s become our main hub for estimates, project tracking, and financials.

Senior Project Accountant

Knowify allows you to easily collaborate your project with your client too.

This is annoying because bills that are not approved appear on the QB feed as though they were approved.

Makes tracking jobs, prospects and labor costs easy.

In my opinion the program provides excellent project management at a fraction of the cost.  

Assistant Office Manager

What I have found most unfavorable is how when working with the Forman time reporting you have to be very careful of the date.  

Knowify has incredible potential, it could one day compete with the bigger giants of the industry such as PROCORE.

AIA billing is primary reason we selected this product for our business.  

Office Manager

Would like to see more attention given to entering change orders and how they relate to Po's.

Can be a time costing mistake to not have the proper day when you start

Admin Assist

It is time consuming to have all of these extra steps just to print something.

Director of Operations

Being able to track jobs, their profitability, our productivity/efficiency , job costing, expense management is a game-changer.

There are a few things still not working as we need them to. But hopefully they will be rectified soon.

Office manager

That I have made suggestions that seem to fall on deaf ears through the feedback portal.

Overall getting started in Knowify was quite daunting, we have been working with Knowify now for two months and we are all learning something new each day.  

Training has been great, loving all the deep dive training that is available.  

Love that it syncs well with quick books online.

Estimator

It was easy to edit invoice line items and customize proposals.

Office Administration

It's easy to collaborate with our customers using this platform.

Director of Project Finance

The customer service is amazing as someone who has never dealt with Knowify.

Owner Manager

Owner

Administrative Manager

I would like to see Knowify have an area you can store documents ie:  Contracts, bonds etc that attached to each individual project .

They listen to their clients and strive to improve the program.  

Im not too fond of the billing aspect of it.

We are able to capture revenue from change orders more frequently, and for more completely than before Knowify.  

Knowify has always provided excellent customer service.  

Our company moved from a total accounting program that encompassed project management geared toward construction, to Knowify Project Management app with QuickBooks Online.    Once we paid for our subscription, the subscription names changed and although we are grandfathered in to what we purchased, any enhancement comes with a cost; the first request (tracking of overtime) was DOUBLE the subscription price.

One has to copy the url link for said invoice or expense, and paste it to a populate screen where it puts the expense into the project, but does not put it into the correct phase.  

They have now begun monthly focused training which I personally will not miss, and encourage my team to attend as part of their own development.

The more organized our customers and other subs are, the better the entire industry becomes!We can't sing the praises of Knowify without mentioning their customer service.  

Metal Fab

Our company uses Knowify to track jobs for the most part.

Enterprise Solutions Sales

It’s pretty much self-explanatory to me but you know I’m not a real big software guy even though I used to be a marketing manager for Computer Associates years ago.

Director

The customer service from Knowify is amazing - they get back with quickly to answer any questions or concerns.

I’m in it every day doing my proposals and I just love it because of the ease of use and it’s just really nice to navigate because of the ease of use.

Customer Support

Pricing

Ease of Use

Billing

Project Phases

Proposal Management

Employee Management

Cost Management

Mid-size Business

Small Business

AutoCAD

AutoCAD is a design and drafting platform which supports automated design tasks and offers features such as 2D drafting, drawing and annotation, 3D modeling and visualization, and more.

Jobber

Jobber is field service management software that helps home service businesses stay organized and deliver great customer experiences. With AI tools like Jobber Copilot and automated marketing features, teams can manage more work while delivering five-star service.

Contractor Foreman

Contractor Foreman is an all-in-one construction management software designed for small to medium-sized contractors. It offers a range of features, including project management, financial tracking, team collaboration, and document management, all in an easy-to-use and affordable platform.

Dataforma is a cloud-based field service management software which helps businesses in electrical, plumbing, HVAC, and other industries manage bids, contracts, inspections, invoicing, and more. It enables contractors to handle projects, create proposals, track leads, and monitor marketing campaigns.

Knowify vs Dataforma Comparison (2026)

Knowify

Dataforma

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives