Knowify Reviews

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.

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.

Fairly simple to use and set up and you can see all projects easily

Having to click around alot to find things

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.

Product is easy to use, good interface. Like the sub-client feature. Really like the ability to customize the contract.

Needs better reporting systems for our commissions sales reps. Needs separation between sales rep contracts.

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 tracks my employee time and job location. Great for seeing how long jobs are actually taking. The estimating portion is awesome once you have your pricing entered. Estimating templates make sure you don't forget parts or pieces to the estimate. Great customer service!

No cons as of yet. Been using this software for over a year.

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.

I really love how I can keep track of all my jobs from active to still in bid process. I can schedule guys to any job, do time sheets, and even a catalog to help us keep track of pricing and material pick ups! It topped the cherry for us when we discovered the app.. with many Spanish employees this is the first app I’ve seen that can work in Spanish. And the punch in and clock out feature along with geo fencing is very nice.

I wish the specific labor rates could be involved in one of the lower plans instead of the highest plan, which is legit the only reason I have to use their highest plan.

AIA features -

be able to update each customer to specific AIA documents (templates)

Interacts with QBO. Also like the reports available. Easy to navigate between open and outstanding jobs. Can attach documents all in one place.

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.

I can manage my leads, my proposals, my projects costs, my time sheets and the easy sync to Quickbooks make our day to day activities much simpler. We tried a lot of apps and Knowify was the only one who offered to customize our proposal templates which helped us extremely since we live in Quebec and needed french communication to our customers.

I would love to be able to manage my leads like a CRM as this would avoid me to pay and have another CRM tool. I would also love to see the capability to sync calendars with Google calendar for scheduled jobs and hopefully for CRM activities :).

Customer support is second to none. Issues are usually responded to and dealt with, within the hour. Easy to navigate and intuitive.

Some small annoying glitches that pop up from time to time. Usually sorted out quickly and efficiently but annoying nonetheless.

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).

The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.

The mobile app is very limited in it's functionality for all users. It makes it difficult to do most of the things I'd like to do without being in front of my desktop.

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Thanks for your feedback Dan, we really appreciate the praise.

The thing we most like about Knowify is how simple and cost effective this addition to our QuickBooks software has been. We enter all our AR and AP transactions into Knowify and it syncs beautifully with QB. Absolutely love the built in AIA billing format and the ability to email out of the application. We also use the app in the field to capture and review employee time. It's very seamless.

The only thing I'd like is simple back button for the page you are on rather than having to start from the beginning.

Has most of the options I am interested in using. Having written that though, it doesn't have all the options...

No monthly average for hours... I would like it to calculate pay... Be more user friendly with the company the work is being done...

It's a comprehensive software solution for all facets of my business. The customer support team is great whenever I need help.

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The bird's eye views of your whole business. Ease of sending purchase orders and work orders to vendors and contradctors.

Would like the ability to rearrange individual line items (material line items) within a job phase on the proposal and contract phase.

The customer support is awesome. I get questions answered pretty quickly. The support staff remains in contact with me until the issue is resolve and I am satisfied. They also are willing to take suggestions to make the software better for the users.

I really don't have any cons about the product

Ability to track job costing and payroll through one application.

Flexibility of job cost categories. A bit of customization options would be nice.

Great sync with QuickBooks Online. Virtually flawless. Customer support is top notch. Very quick response during business hours. Interface is simple, useful and easy to figure out if you're a DIY

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

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

Not everything exports and imports from Quickbooks.

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