Knowify Reviews

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.

The easy to navigate website and features, and the fact that they will try to accommodate your business needs within the app.

The support, even from the owner, can be condescending; customer service quality could be improved drastically. A lot of attention grabbing features get added to the site however, they do not appear to be thoroughly tested because they are always failing in some way. The communication between quickbooks and knowify could be improved as well as the zapier integration. The time tracking and break down of services and how you manage projects could also be improved drastically. For what we are paying I definitely expected more.

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

Having to click around alot to find things

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.

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.

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.

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.

AIA features -

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

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 :).

We switched to Knowify essentially for the way it show invoices with the % billed, % complete etc. The job costing functions are also pretty useful.

It can be difficult to use. The program was built for contractors, as an Architecture firm we struggle sometimes with forcing it to do what we need. Generally we have been able to make it works for us though.

I like the job cost part of it and the Change Orders. How it gives the client an option to sign them and send them back.

The guys have problems all the time with the clocking in. The app. Is very slow most of the times and sometimes they can't clock in at all. If this can be improved it would be great.

Customer Sales Tool, and contract managment.

Amount of effort to have Tsheets apply to the Job to start. The way a contract is decided, Your Phases, might not be how I want to track costs and time. I don't trust the numbers. I want all hours and materials accounted for to the job as a whole. I don't want to spend hours deciding what phase each expense or hour spent goes to.

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.

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

It lacks full CRM functionality beyond the customer database. It has plugins for email marketing tools.

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.

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

User interface is a little clunky. Reports have a long way to go.

Ease of use - Knowify is very easy to use, once set up.
Online signatures is a great feature, and makes securing signatures a breeze.
Online billing
Sync's with quickbooks

Editing times in the time tracker is difficult. It took some time for our employees to get used to using the time tracker and fixing their time was difficult.

This program makes it easy to track projects and the cost associated with those jobs. The added functionality of the estimating part saves us from making custom spreadsheets. The customer service is exceptional.

Easy to use once it is set up. Easy to learn, which is amazingly important! The dashboards are useful, navigation is reasonable.

The customer service is absolutely superb! Quick response; helpful, clear answers to questions; quick turnaround for customization.

Currently the user cannot make any template changes to the base templates for invoices and other forms. All such changes must go through Customer Service. Currently, a company using the software may only have 1 template for each form. Right now, the software is most useful when linked to QuickBooks, though it can be used without the link.

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.

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 service team responds quickly and actually answers my questions. The job costing feature gives me a better financial picture of each job.

I wish it integrated scheduling with calendars for iCloud or android. Also wish I could do estimates or invoices on the app.

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

Easy to use, web based. The tech support is extremely responsive. The PO and change order systems work great.

Lacking some features: Submittals; ability to copy breakdown items from one phase to another; very small amount of reports;