Knowify Reviews

The 2-way sync with QuickBooks; the ability to create AIA style billings directly out of the program (no duplicate entering); the integrations with great apps like ClockShark and Tsheets; the great dashboard on which you can monitor the profitability of each current job; the ease with which you can budget and bid from within the software; the wealth of available reports; and so much more.

Some improvements could be made to the service ticket side of the program to make it more comprehensive; if a PO is fulfilled in QuickBooks there is no way to match it in Knowify, so it has to be closed out manually on the Knowify side.

It is very easy to learn, and use. It keeps all of our information in one place.

I am happy with all the features currently.

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.

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 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.

It has an organized dashboard and many features.
Users can easily start a new project, add a description, divided the job into phases, and set the budget for each phase. The budget is detailed into materials, labor, and subcontractor costs. This can help users estimate the cost Vs profits for each phase.
The program makes it easy to calculate materials and labor costs, just add the price per unit and charge per hour then add the total amount of units and the total number of hours.
I like that data can easily sync with other accounting software like QuickBooks.
Users can create work schedules for their staff and send them messages on their Knowify mobile app to give them tasks and the time frame.
I like the time tracker and the detailed reporting module.
Finally, I like that it is a paperless based system. Users can send emails with their proposals for e-signature. Also, they can send invoices with links for online payment.

Knowify is great, but it requires a high level of experience with similar apps. On the other hand, it is appreciated that newcomers can download a demo version to practice, also the software has built-in user service templates.

It's easy to use. The layout of menus makes it incredibly easy to navigate. The importing into Quickbooks happens lightning fast. There's a myriad of ways to handle POs making billing incredibly convenient. And the reports are useful.

Searches can be difficult to return to. They lack pagination customization. Sometimes I'd like to see 100+ results per screen!

1.) Great YouTube tutorials.
2.) Easy software to start incorporating into your business.
3.) Knowify adding new modules of function in all areas of use
4.) Proactive customer service that is knowledgeable
5.) Consistently asking clients what can be added, that would help their company
6.) Software reporting

1.) Software glitches that affect our Knowify reporting
2.) getting a better grasp of templates (maybe a user issue)

Knowify is very user friendly and easy to use. It comes with AIA Billing at a very affordable price. It also syncs to our Quickbooks so there is no need for double entry.

I would like to see a more itemized schedule of values.

Purchase orders and bills. The synchronizing with Quickbooks works smoothly and saves on data entry as well.

The scheduling features seem to be a little clunky. Sometimes the scheduled time goes into effect right away and other times it doesn't seem to work correctly.

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.

It has everything we need for tracking hours and expense

It doesn't have the option to request leave by employees

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.

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.

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.

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.

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.

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.

We all like how we have been able to provide ideas/needs to Knowify and see them integrate many of those into their updates and new options.

There are still some functions that area holding us back in what we are able to do with Knowify, specifically billing. We have been told that they are working on those options, but the sooner those are added the better workflow we will have using their system.

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.

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.