Knowify Features

Makes bids, change-orders, and scheduling easy. In theory - but not actuality - it should link with Quickbooks, which, if working, would be awesome.

Customer service doesn't take the time to determine what is wrong. There are several tiers of people who are trying to help, but they continue to give a quick reaction to solve the problem and don't really help. The program itself only links with Quickbooks occasionally. If you don't input information perfectly, it scrambles your numbers and can throw all of your books off. Getting access to human help is hard. The input work is way more work than the results.

Hello Joel, We are sorry to hear of your bad experience with our customer support. We at Knowify put an extremely high priority on all tickets and the majority of our customers will agree that this is one of the strongest parts of Knowify (as shown in many reviews on this page). Your specific case threw us a curveball, as you had deleted your access to Knowify on a Friday night. Our customer...

Read more

Knowify excels in connecting the user with the client in terms of financials. Contracts are made easily and change order management is a breeze

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. When creating a project, it's very important to know what information will be available to share to the client before attributing time or materials to the project. The calendar doesn't bring much value to our business where scheduling can be down to the 15 minute interval and mobile use is necessary.

Lightweight and easy to train others. Simple and fast quoting functions.

Mobile app is built for field personnel and doesn’t have the features I need for sales as an owner. No CRM. Workflow is clunky for scheduling. Financial integration with Quickbooks is very basic.

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

By far the worst thing about Knowify is the reporting. Though there are numerous reports built in, they are not easily manipulated, and they filter data depending on how it is put into the software. This is especially true for invoicing, though it is mainly a project management software and not an accounting software

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

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.

Once the estimate is approved the office work is over. All employees are able to track there time and materials directly to the job with no extra work involved when it is time to invoice.

My employees do like not being able to view all of there entered time for the last two weeks, but I believe this might not be the case with the last update.

Great for creating and sending quotes, invoicing (syncs with QB), managing time entries from crew

It would be great if there was a pipeline for a project and if tasks could be created for project managers based on the stage in the pipeline. CRM could have touch points created for follow up with leads.

It rolls almost everything into one system. I can easily keep track of my jobs, the progress of each one, and cost them to stay on budget. Knowify gives our business the power to stay paperless with e-sign contracts and proposals. Our customers absolutely love the ease of clicking a few buttons to accept a proposal and make payments. Before Knowify, my desk was a paper covered nightmare - now I am able to just keep it all right there in one place.

Some features are lacking. Sometimes we need to be able to provide a range price on an estimate, and Knowify does not have this feature. It can also be a little challenging/labor intensive to add hours if my employees don't want to use the app on their phone for automatic tracking.

I like that the software is web based, the customer support group is fabulous, and it is very easy to use

Retainage push at final billing should not be combined with current month retainage accrual. They should be separate.

There is a fast turnaround for new features. You don't have to wait a year. The mobile app is CONSTANTLY updated. Try browsing a platforms app version history instead of customer reviews. Customer service is excellent, and if a solution does not exist for your problem one is created.

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

I like the ease of creating proposals, I love the new home screen. Knowify's customer service is top notch.

I would like the ability to enter zero when an employee is out for the day. Would like the ability to print the original proposals and change orders together. Customers complain about the invoicing, it's confusing.

Allowed us to track and manage everything on the larger project down to the penny.

My older phone didn't support the app for Knowify unfortunately.

It allows me to track costs per project. Time entry is very easy and when combined with QuickBooks allows me to run payroll quickly. The reporting system makes it easy for me to perform my work in progress calculations and all my financials.

No cons were added to this review

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

Too many emails to employees (it sends an email every time a purchase is approved), complicated invoicing on time and materials jobs. I want more flexibility with how I want my invoices to read.

Being able to track jobs, their profitability, our productivity/efficiency , job costing, expense management is a game-changer. The reporting and data we get from Knowify allows us to investigate areas where we need to improve, and then implement processes to achieve our goals.If we had to choose one thing that Knowify does it is Change Order Management. We are able to capture revenue from change...

Read more

One of the pain points with Knowify is the generalities of its permission structure. We are actually working with their developers to create a more granular approach to this issue. Even though this is a "con," the fact that they truly listen and embrace our concerns, and then propose actual solutions is something we value greatly in our relationship with the Knowify team!On a lighter note, some of our folks just didn't like the name "Knowify." So, we took the orange "O" with the dashes on top and decided it was a head with a spiked hairdo. As such, we affectionately nicknamed Knowify. We call him "Spike"!

Inexpensive for what it does (but there is more of what it doesn't do, than what it does).

Many features used in AIA project management are lacking

It is easy to use, it has a lot to offer and they know what they can and can't do and will tell you honestly what they can and can't do. They don't try to sell you false claims.

There are some features that we would like added or added to, better reporting on things we need would be nice.

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.

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...

Read more

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.

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.

Our company uses Knowify to track jobs for the most part. We love the organization of everything. Just very easy to use. We will continue using Knowify.

N/A Everything that we use Knowify for has worked to our advantage. I wish there were more reporting options - one that could pull all jobs and show all the information we are looking for. But overall we are pleased.

Online. Easy integration. Running quickly.

Client billing, retention and outstanding monies sometimes frustrating. Amending invoices can cause issues.

I LOVE the invoicing system and contracts and having it sync with emails its great! Also the employees ability to check into a specific job. There is a lot to like. Also your customer service is great.

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.

I like the ease of use, bidding and invoicing functions most.

Imputing receipts and job costs. I am getting better at the process but I wish there were an easier way.

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. And a huge shout-out to customer support - anytime I have an issue, they respond and are able to help us out within an hour or two (even outside of business hours).

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...). Either way, it's an easy fix as long as you are also managing your books correctly.