Knowify Reviews

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.

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...

How easy it is to track the guys hours and Check in.

It doesn't remember the previous jobs you clock into

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.

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.

The customization you can make to quotations, line items and the catalog.

The scheduling software is very basic. and does not have abilities to add more details so we use another program for this.

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.

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.

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.

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.

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.

Knowify is very intuitive. It is easy to use and immensely helps with our daily project needs.

Knowify can seem sluggish when I am entering numerous bills.

Excellent communication tool, helps to see the job location and if any issues arise immediate results.

Some of the people trying to use the program mainly.

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).

Ability to track job costing and payroll through one application.

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

Great for companies that are between residential and commercial jobs

Needs to be a bit more flexible with customizability. Especially with Project calendars.

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

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.