Knowify

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.

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.