Knowify Features

Knowify

Integrated mobile contractor management platform

4.49/5 (69 reviews)

Knowify Feature Summary

  • Change orders
  • Contracts & estimates
  • Document / photo management
  • Commercial
  • Residential
  • Budgeting
  • Contractors
  • Job scheduling
  • Task management
  • Warranty / service management
  • Accounting
  • Submittal management
  • Lead management
  • Job costing & estimating
  • Bids
  • Service work
  • Time tracking
  • Scheduling
  • Percent completion & fixed price
  • Project management
  • Dispatch management
  • Profitability analysis
  • Invoices (with progressive and AIA)
  • Resource scheduler
  • Purchasing and expenses
  • QuickBooks 2-way synching
  • iOS and Android App
  • Reporting (with time and job reports)
  • Personalized PDF outputs
  • Export to spreadsheet
  • Customized privileges
  • Personalized setup and customization
  • Email notifications and alerts
  • Accountant's view
  • Expense
  • Activity Dashboard

Industry Specific Feature Comparison

Most popular features of all Industry Specific apps

API (144 other apps)
Accounting Integration (87 other apps)
Activity Dashboard (139 other apps)
Activity Tracking (89 other apps)
Automatic Notifications (110 other apps)
Billing & Invoicing (116 other apps)
Calendar Management (97 other apps)
Client Portal (77 other apps)
Customer Database (78 other apps)
Customizable Reporting (100 other apps)
Data Import/Export (93 other apps)
Document Management (77 other apps)
Electronic Payments (95 other apps)
Inventory Management (114 other apps)
Inventory Tracking (86 other apps)
Invoice Management (117 other apps)
Reminders (90 other apps)
Reporting & Statistics (166 other apps)
Search Functionality (90 other apps)
Third Party Integration (104 other apps)

Competitor Feature Comparison

"What If" Scenarios
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Automated Scheduling
Automatic Notifications
Bid Management
Billing & Invoicing
Budget Control
Budgeting
Calendar Management
Change Order Management
Clock In / Out
Communication Management
Contract Drafting
Contractor Management
Cost Estimating
Custom Fields
Customer Accounts
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Data Synchronization
Document Storage
Electronic Payments
Electronic Signature Capture
Email Tracking
Estimating
Expense Tracking
Financial Analysis
GPS
Gantt Charts
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Labor Cost Reporting
Lead Distribution
Lead Management
Mobile Alerts
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Overtime Tracking
PDF Conversion
Price Management
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Notes
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Purchase Order Management
Purchasing Management
QuickBooks Integration
Quote Management
Real Time Monitoring
Real Time Updates
Reporting & Statistics
Sales Reporting
Search Functionality
Secure Login
Status Tracking
Subcontractor Management
Supplier Management
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Time Clock
Time Clock Integration
Timesheets
To-Do List
Workflow Management
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"What If" Scenarios
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Automated Scheduling
Automatic Notifications
Bid Management
Billing & Invoicing
Budget Control
Budgeting
Calendar Management
Change Order Management
Clock In / Out
Communication Management
Contract Drafting
Contractor Management
Cost Estimating
Custom Fields
Customer Accounts
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Data Synchronization
Document Storage
Electronic Payments
Electronic Signature Capture
Email Tracking
Estimating
Expense Tracking
Financial Analysis
GPS
Gantt Charts
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Labor Cost Reporting
Lead Distribution
Lead Management
Mobile Alerts
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Overtime Tracking
PDF Conversion
Price Management
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Notes
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Purchase Order Management
Purchasing Management
QuickBooks Integration
Quote Management
Real Time Monitoring
Real Time Updates
Reporting & Statistics
Sales Reporting
Search Functionality
Secure Login
Status Tracking
Subcontractor Management
Supplier Management
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Time Clock
Time Clock Integration
Timesheets
To-Do List
Workflow Management
Visit WebsiteCompare App
"What If" Scenarios
API
Access Control
Accounting Integration
Accounting Management
Activity Dashboard
Activity Management
Activity Tracking
Automated Scheduling
Automatic Notifications
Bid Management
Billing & Invoicing
Budget Control
Budgeting
Calendar Management
Change Order Management
Clock In / Out
Communication Management
Contract Drafting
Contractor Management
Cost Estimating
Custom Fields
Customer Accounts
Customer Database
Customizable Branding
Customizable Reporting
Customizable Templates
Data Import/Export
Data Synchronization
Document Storage
Electronic Payments
Electronic Signature Capture
Email Tracking
Estimating
Expense Tracking
Financial Analysis
GPS
Gantt Charts
Invoice Management
Job Costing
Job Management
Job Scheduling
Job Tracking
Labor Cost Reporting
Lead Distribution
Lead Management
Mobile Alerts
Mobile Signature Capture
Multiple Projects
Multiple User Accounts
Overtime Tracking
PDF Conversion
Price Management
Profitability Analysis
Progress Tracking
Project Accounting
Project Budgeting
Project Estimating
Project Management
Project Notes
Project Templates
Project Time Tracking
Project Tracking
Project Workflow
Projections
Proposal Generation
Purchase Order Management
Purchasing Management
QuickBooks Integration
Quote Management
Real Time Monitoring
Real Time Updates
Reporting & Statistics
Sales Reporting
Search Functionality
Secure Login
Status Tracking
Subcontractor Management
Supplier Management
Task Scheduling
Task Tracking
Third Party Integration
Time & Expense Tracking
Time Clock
Time Clock Integration
Timesheets
To-Do List
Workflow Management
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Mobile apps

iOS App


15 reviews

See all iPhone Apps

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


40 reviews

See all Android Apps

Knowify Feature Reviews

25 reviewers had the following to say about Knowify's features:

Gregg MacDougall

Great customer service

2018-05-21

Job costing - Quickbooks integration - time tracking - scheduling

Pros

The job costing feature gives me a better financial picture of each job.

Cons

I wish it integrated scheduling with calendars for iCloud or android.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Josh Green

Knowify is the best, easiest tool out there hands down. All in one!

2018-05-15

Pros

Intuitive, robust, affordable, project management, time tracking, start to finish solution for running our service businesses.

Cons

It lacks full CRM functionality beyond the customer database.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Esther Calton

Knowify is a great tool that has transformed our project management.

2018-05-15

Pros

Knowify is intuitive, manages job costing well, and most importantly ties all aspects of a job together in one, easy to understand space.

Cons

This is especially true for invoicing, though it is mainly a project management software and not an accounting software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Gavin Dunn

Great for the sub-trades

2018-12-16

Custom reports, automated tools, and a mobile event calendar would help knowify replace a few other tools that we are using

Pros

Contracts are made easily and change order management is a breeze

Cons

There are some inconsitincies in the UI where depending on the billing style of a project, different form fields are presented for very similar tasks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Matt Sanford

We like knowify!

2018-12-11

Our ability to track job profitability, manage employee's time, and provide easy reporting for the bosses has been fantastic.

Pros

The ability to easily track, submit, and export the financial status of each job we have.

Cons

Not everything exports and imports from Quickbooks.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Sara Shoemaker

Knowify has drastically simplified the admin side of our business.

2018-05-15

Job costing & tracking, easy AIA style billing / invoicing.

Pros

The biggest pro of this is the step-by-step process from bidding to proposal to billing. We are easily able to track and manage each step of the process, produce AIA style invoices efficiently and track all payments in one application.

Cons

Every once in a while there will be a glitch, sending payments over to quickbooks an extra time (but this also could be our synching with banking...).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Knowify has made the process of paying vendors and tracking jobs incredibly easy.

2018-05-21

Quick billing, detailed job tracking, and flexibility.

Pros

The layout of menus makes it incredibly easy to navigate. The importing into Quickbooks happens lightning fast.

Cons

Searches can be difficult to return to.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeff Henkel

Setup and ease of use is great. Clients got going right away and with little training.

2017-11-01

Happy client

Pros

Very quick response during business hours. Interface is simple, useful and easy to figure out if you're a DIY

Cons

Maybe a bit better on the pricing for non users that need to be tracked for the job reports but don't ever actually use the software

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Knowify helped our company streamline our job costing and invoicing.

2017-10-24

Streamlined job costing and invoicing.

Pros

I LOVE the time card input, the dashboard view of active jobs, and the expense syncing functionality to Quickbooks.

Cons

It would be helpful to have a little more flexibility when creating invoices, and if you had the option to create a detailed budget (Professional mode) for a job in Knowify but were able to track expenses at the job level.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Leah Meredith

Verified Reviewer

Great for Job Costing and Budgeting

2018-09-13

Pros

I was impressed with the job costing and budgeting functionality. This also includes time tracking with GPS that was very important for our business.

Cons

Ultimately, I was looking for a software that had more workflow management and job tracking functionality and this software was not chosen, but I believe it is a great software for companies with less jobs.

Rating breakdown

Ease of use
Features

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

8/10
Source: GetApp
Helpful?   Yes   No
Read more
Donna Gustin

Easily tracks jobs and costs associated with the jobs.

2017-10-27

All documents and invoicing in one place.

Pros

Also like the reports available.

Cons

Sometimes the feed between QBO and Knowify does not work. When this happens, I call support and they are able to fix it right away. They are very helpful.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Ryan Wade

Love Knowify. It has completely transformed my business for the better.

2017-10-31

Pros

You don't have to wait a year. The mobile app is CONSTANTLY updated.

Cons

The only thing lacking is built-in app notifications and calendar integration (coming soon).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Dave Shaw

Field service that can actually track costs!

2017-01-26

Most field service apps handle scheduling and time tracking, but few handle purchasing and job costing as seamlessly as Knowify.

Pros

Job Costing and Purchase order management makes it stand out.

Cons

Wish it had a more streamlined quoting module, or an ability pre-set some of the Quote setting.s Some of the options required are very repetitive for our type of quoting. However we handle thousands of quotes a year which isn't probably what they had in mind.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Sean Tobin

We've been using Knowify for a couple of years and continually met our needs.

2018-05-22

Creating estimates and quotes, time tracking and sending invoices

Pros

Ease of use and it syncs with quickbooks, so no double entries when invoicing. They are continually looking for feedback as to which features they should add next.

Cons

I wish I could send statements from Knowify, but I'm sure they're working on adding that feature soon.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Tierney Bartell

As a Quickbooks desktop Beta customer, we are still ironing out some sync troubles.

2017-10-24

The online-ability is great for the boss in the field, but with QBD we have had to establish work arounds.

Pros

Once they can get the sync figured out it will be a one-stop-shop for estimating, time-tracking, invoicing, scheduling.

Cons

1) The billing module is very detailed, so it takes a long time to enter bills.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Tim Burkhead

The only product out there to attempt to tackle the various types of jobs and billing in the trades.

2017-10-27

Pros

The time keeping per job has been much more accurate than our old paper system creating more billable hours instantly.

Cons

The app has been challenging for the field techs to use to add materials. We track inventory and have around 2800 different parts, it can be cumbersome to find the correct part to add to a ticket.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Keith Anderson

Knowify has given us a solution to a problem no-one else could solve

2018-05-23

It gives us a solution to a problem that EVERY contracting business must have but no accounts software seems to recognize it as a challenge.

Pros

It allows us to release invoices, in part, each month - something that should be so simple but no-one else seemed to have found a simple way to do it.

Cons

I would like to have an easier way to visualize what has been billed and what is not billed - but the new dashboard goes some way towards that.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rick Armstrong

We are QB proadvisors recommending Knowify with QBO for contractors

2016-06-09

It rolls seamlessly into project management with many tools including mobile time and expense tracking, material purchasing and cost control and much more.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
stacy lantz

Has some issues but, good overall

2018-12-18

I do love the slickness of the software and our employees absolutely love it as a time tracker.

Pros

Pretty well organized, effective time tracker, nice to track profitability.

Cons

Too many emails to employees (it sends an email every time a purchase is approved), complicated invoicing on time and materials jobs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Kristin Kunc

I really like the software. It has made our invoicing system so much easier and job costing.

2017-10-24

Better organization of invoice tracking and employee productivity.

Pros

I LOVE the invoicing system and contracts and having it sync with emails its great!

Cons

The CHECK/IN -OUT view vrs REVIEW time screen for clocking hours. I would prefer it these two features were combined with a running clock on clock/in out view. Im really working on my employees attendance record and lateness so when reviewing hours for payroll purposes it becomes redundant when I have to individually "fix" their clock in times. It's clunky and a little redundant. We also had problems with the old app but the new one seems to be working better as well as learning to use the job board more effectively. Also a way to change the job they are working on from the clock in/out view. I personally like this view the best not so crazy about review time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Elizabeth Scheidecker

Concerns with Knowify

2018-12-14

Knowify allows me to better track materials and labor.

Pros

Knowify also has some helpful reports.

Cons

Job numbering - if jobs are initiated in Knowify or Quickbookos, if the are communicating properly, the LAST number issued should automatically populate.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Deborah Zippel

Superb customer service, versatile product

2019-08-19

Knowify is great for producing Estimates, Bids, and Invoices on readable forms, with consistent T&C across all projects.

Pros

Easy to learn, which is amazingly important! The dashboards are useful, navigation is reasonable.

Cons

Currently the user cannot make any template changes to the base templates for invoices and other forms.

Rating breakdown

Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Occasionally

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Construction company, 11-50 employees)

Business Tool

2018-12-11

Continuity through our sales process.

Pros

It has many useful features, templates, job costing, digital signature, customer support is fantastic.

Cons

User interface is a little clunky.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Nate King

Knowify has helped us streamline our estimating process.

2018-01-16

Pros

Online billing Sync's with quickbooks

Cons

Editing times in the time tracker is difficult.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Helen DeVries

Great Job Costing for all specialty contractors

2018-12-14

I am a bookkeeper and accountant and it has helped my client. He is actually a designer, so we made a lot of customization.

Pros

The budgeting, invoices and payments snyc Great with Quickbooks Online.

Cons

It takes some time to learn the software and setup.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more