Knowify

Knowify

Integrated mobile contractor management platform

4.5/5 (66 reviews)

Knowify Overview

Know­ify is a mobile contractor management solution for small to medium contracting businesses and construction professionals who want to streamline their workflow for managing projects, scheduling, contracts, invoices, change orders, purchasing, and more. Users are able to track time, submit expenses, and check work orders from any mobile device, as well as sync data in real time.

Knowify provides built-in job costing and project management tools that enable users to estimate jobs and track performance. Project management features are fully integrated with purchasing and timekeeping for real-time monitoring against labor and materials budgets. The platform enables users to prepare bids for commercial GC jobs and contracts for property owners with e-signature capabilities. The built-in change order feature allows users to send change orders out for acceptance while on the go.

Dispatch management features allow users to create service tickets to send to technicians in the field. The platform supports both time and materials, as well as fixed price service tickets. Notifications are sent to on-site workers via mobile app, including additional photos, notes, and more. Users are able to view work orders, clock in and out, as well as add materials while on the go. Maintenance contract management tools enable users to schedule, track and bill service appointments with clients. Users can also get real-time cost and revenue data while jobs are in progress.

Knowify’s invoicing tools help users with billing time and materials, including progress billing, and milestone billing, as well as percentage completion, line-item-based, and more. Users can create AIA-style g702/g703 applications for payments to be submitted to commercial general contractors. Knowify’s mobile app for Android and iOS comes with features for GPS-verified clock in / clock out, timekeeping for on-site crew, and classic timecards. Users can integrate with QuickBooks to sync their list of vendors, classes, purchases, and employees for increased accountant productivity.

Pricing

Starting from
US$68,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Canada, United States

Supported Languages

English

Knowify Reviews

Overall rating
4.5/5
91% positive reviews
39
Excellent
21
Very good
6
Average
0
Poor
0
Terrible
Tierney B.

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

Used Daily for 6-12 months
Reviewed on 2017/10/24
Review Source: Capterra

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

Pros

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.

Cons

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 allow us to choose a COGS type account. 3)Time tracker does not sync at all. 4) Sub customer doesn't autofill address of top customer. 5)Estimate/Invoice template formats are not editable - I want to adjust which fields and where they go on the document. 6)Can't do a $0 estimate -sometimes a customer wants to choose from options. 7) Class info did not sync 8) In Plan and Track the work order should autofill item description from the contract 9) t would be great if Comments were visible in Time entries Instead of having to click on them to see.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

6.0/10
Michael S.

This is how it should be and it's only getting better

Used Weekly for 6-12 months
Reviewed on 2016/07/06
Review Source: Capterra

Knowify is singularly impressive in it's ability to speak to both the complex and real time needs of contractors while satisfying the employee, office staff, and the accountant's requirements. Our office has tried repeatedly to classify this program, as estimation, project management, AR, job costing, etc. when speaking with clients, and ultimately with each new client we find it is more than that, it is simply the right answer for the right problem for contractors. Combine Knowify's ever growing list of built in (and truly astonishing) benefits, with a staff who are willing to take our's, and I'm sure many, users suggestions for improved useage and the result is a company you want to see leading the market.

Pros

By far the best feature of Knowify is that, with a seemingly simple but comprehensive interface, the program is intuitively generating more beneficial outputs, then we could first imagine.

Cons

At first blush the interface seems very directed in how one should use it, but we began, after working with the demo, to find it slightly obtuse when faced with little ideosyncrasies common to many contractors. So far the team at Knowify has not disappointed in aiding us with these minor hiccups, which tended to be a lack of understanding on our end about certain settings, and not the program itself.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Joel M.

Wanted to make this a priority for my business, but customer service is terrible.

Used Daily for 1-5 months
Reviewed on 2018/02/25
Review Source: Capterra

A good idea of what I want. Otherwise, no benefit at all. This software, by itself, is a great concept, but the management team and the connectivity with my normal QB software is abhorrent.

Pros

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

Cons

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.

Response from Knowify

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 support team is made up of specially trained technicians based out of the US, so dealing with a non-standard issue in the after hours might take a bit longer, especially if we have to involve our tech team. Even still, we did have your account back up by 7am the following morning.

Given that you like the product and the idea behind it, we hope you can work beyond this to try Knowify again in the future.

~The Knowify Team

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

2.0/10
Gavin D.

Great for the sub-trades

Used Daily for 1+ year
Reviewed on 2018/12/16
Review Source: Capterra

Knowify entered our business at the right time and it has been reliable. We've had our challenges navigating the options to find the right tools to use in each scenario, but it's been well employed since. Custom reports, automated tools, and a mobile event calendar would help knowify replace a few other tools that we are using

Pros

Knowify excels in connecting the user with the client in terms of financials. 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. 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Ashley P.

Good app, not for every type of company

Used Daily for 1+ year
Reviewed on 2018/12/18
Review Source: Capterra

Overall, definitely recommend if you're a basic contracting company. Does this software work? Yes. Is it for every type of professional service company? No.

Pros

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

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

5.0/10

Knowify Pricing

Starting from
US$68,00/month
Pricing options
Free Trial
Subscription
Value for money

Essentials: $68/month --- Bid and contract management, change order management (with built-in e-signature capture), scheduling, progress and AIA-style invoicing, and more. 20% off if paid yearly.

Plus: $86/month --- Essentials plan + job costing, project management, up to 50 active jobs, and more. 20% off if paid yearly.

Growth (Most Popular): $186/month --- Plus plan + custom templates, overtime management, advanced reports, up to 150 active jobs, and more. 20% off if paid yearly.

Enterprise $330/month --- Growth plan + API access, advanced project management, custom report, and more. 20% off if paid yearly.

Knowify Features

  • API
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Billing & Invoicing
  • Calendar Management
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Electronic Payments
  • Invoice Management
  • Quote Management
  • Reporting & Statistics
  • Search Functionality
  • Third Party Integration

  • Automatic Reminders
  • Inventory Management
  • Inventory Tracking
  • Real Time Data

Additional information for Knowify

Key features of Knowify

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

Benefits

  • Knowify enables organizations to run their entire contracting business, whether within the plumbing, HVAC, solar, painting, electric, landscaping, or roofing industry.

  • The integrated platform enables contracting businesses to complete all their administrative tasks within one centralized location, including time tracking and scheduling.

  • Knowify integrates with QuickBooks for syncing transaction data automatically, giving accountants improved visibility on records.

  • Phases of work by outside subcontractors can be incorporated into the project plan, with invoice reconciliation to ensure the right payments.

  • Users can create bids and contracts with the company's letterhead and send them through Knowify for electronic signature.

  • Knowify FAQs

    Below are some frequently asked questions for Knowify.

    Q. What type of pricing plans does Knowify offer?

    Knowify offers the following pricing plans:

    Starting from: US$68,00/month

    Pricing model: Subscription

    Free Trial: Available

    Essentials: $68/month --- Bid and contract management, change order management (with built-in e-signature capture), scheduling, progress and AIA-style invoicing, and more. 20% off if paid yearly.

    Plus: $86/month --- Essentials plan + job costing, project management, up to 50 active jobs, and more. 20% off if paid yearly.

    Growth (Most Popular): $186/month --- Plus plan + custom templates, overtime management, advanced reports, up to 150 active jobs, and more. 20% off if paid yearly.

    Enterprise $330/month --- Growth plan + API access, advanced project management, custom report, and more. 20% off if paid yearly.

    Q. What are the main features of Knowify?

    Knowify offers the following features:

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

    Q. Who are the typical users of Knowify?

    Knowify has the following typical customers:

    Mid Size Business, Small Business

    Q. What languages does Knowify support?

    Knowify supports the following languages:

    English

    Q. What type of pricing plans does Knowify offer?

    Knowify has the following pricing plans:

    Subscription

    Q. Does Knowify support mobile devices?

    Knowify supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Knowify integrate with?

    Knowify integrates with the following applications:

    QuickBooks, QuickBooks, QuickBooks Online, QuickBooks Online, TSheets

    Q. What level of support does Knowify offer?

    Knowify offers the following support options:

    FAQs, Online Support, Phone Support