# Page 2 | Knowify Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 2 - Is Knowify the right HVAC solution for you? Explore 109 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/135791/Knowify/reviews

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Knowify

4.5 (109)

[View alternatives](https://www.capterra.com/p/135791/Knowify/alternatives/)

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Last updated March 19th, 2026

# Page 2 - Reviews of Knowify

## Showing most helpful reviews

Showing 26-50 of 109 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

WR

William R.  
Owner  
Construction  
Used the software for: 6-12 months

### "Many choices. Glad I made this one. "

October 2, 2025

5.0

Overall I'm completely satisfied with the software itself as well as the support I've received. Additionally the QuickBooks and Companycam integrations are a huge bonis. I highly recommend.

Pros

Moving from a more service oriented CRM, job costing was the main reason for the switch. Specifically bid vs actuals and how time is tracked onto projects. The granular nature of the bidding and tracking process has given me a much clearer picture of my producticity and profitability. Additionally, as I'm starting to branch into prevailing wage projects, the natural flow pushes toward AIA bidding which is a requirement on many of those projects.

Cons

Hard to give much criticism so far. The software is pretty robust and comes with a learning curve. That said, the support's been great and to emphasize a previous point, it really forces you to see your business as a whole.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)[ServiceTitan](https://www.capterra.com/p/150053/ServiceTitan/)[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

Reason for choosing Knowify

Price value and customer service. Knowify was by far the best when rolled up together.

Switched from

[Jobber](https://www.capterra.com/p/127994/Jobber/)

Inaccurate and inefficienct job costing and customer support

Review Source

GL

Geni L.  
Business Manager  
Construction  
Used the software for: 2+ years

### "Knowify is a great fit for a small GC firm"

September 19, 2025

5.0

Customer service is exceptional, problems are resolved incredibly fast, most times within the hour. Training has been great, loving all the deep dive training that is available. There are a few nuances with the system, but overall, it has been fairly easy to learn to use for both the office staff and field personnel. Billing is straight forward and clear. I like having the ability to manage my own users.

Pros

As a small GC with limited management staff, Knowify is comprehensive enough to cover most things but not too big that the system becomes cumbersome to manage. AIA billing is primary reason we selected this product for our business. The ability to sync financial transactions with Quickbooks is also a key feature we could not do without.

Cons

The submittal process is not ideal, the flow is difficult to manage and it is lacking some functionality that would be nice to help manage the submittal process. Project Management/Scheduling is adequate, but definitely has some room for improvement. And for subcontracts, I don't like that a single subcontract cannot include multiple phases of a project.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

Reason for choosing Knowify

Price and complexity of the other system.

Review Source

CU

Carlos U.  
General Manager  
Construction  
Used the software for: 2+ years

### "General Manager"

September 5, 2025

5.0

Knowify has incredible potential, it could one day compete with the bigger giants of the industry such as PROCORE.

Pros

The ease of creating a Proposal, sending it to a client and allowing them a way of accepting it digitally. Knowify allows you to see the GP of your projects quickly and has a simple ways of accessing many tools.

Cons

The scheduling portion needs an overhaul, employees not assigned to a job don't have visibility of where other employees are assigned. There are times when the time tracking app glitches and closes. time tracking ans scheduling should be cleaner and easier.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)

Reason for choosing Knowify

The sales reps said Knowify could do what we needed, or they had a team that you make it happen if it didn't already.

Switched from

[Buildertrend](https://www.capterra.com/p/70092/Buildertrend/)

It had a lot of features but it didn't seem like it had what we needed for a smaller contractor.

Review Source

DC

Dawn C.  
Senior Project Accountant  
Construction  
Used the software for: 2+ years

### "Knowify is the solution"

September 5, 2025

5.0

Knowify has always provided excellent customer service. In my opinion the program provides excellent project management at a fraction of the cost. They listen to their clients and strive to improve the program. I highly recommend Knowify.

Pros

Knowify is a good value for the money project management system. It's easy to learn and very user friendly. It's available online & through their app making it easier to manage projects in the field and office. It syncs with QuickBooks allowing you to facilitate and coordinate both your project management and financials in a single entry. Knowify allows you to easily collaborate your project with your client too.

Cons

Knowify has made many improvements that have resolved some of the software limitations but there are still some that exist.

Alternatives considered

[Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)

Reason for choosing Knowify

It wasn't available online and is very expensive. It was more program than we needed for the size of our company.

Review Source

TC

Taylor C.  
Managing Partner  
Construction  
Used the software for: 6-12 months

### "Collums Construction review of Knowify"

September 3, 2025

5.0

Pros

AIA billing feature is one of the easiest things I have dealt with. Additionally, we really appreciate the featuring vendor management and compliance. The Development team has been very accommodating on our companies needs. We enjoy working with Terrin and Christina.

Cons

The Gannt chart capabilities are clunky and a little complicated when it comes to dependencies. It may be more of a learning curve than anything. The resource board is a little complicated since our project have mutliple phases that the subcontractors are responsible for and when scheduled on one item they do not go over into other phases. \[ie. if we have Electrical Rough in and Schedule Electrician A and we also have phase Electrical Top out it will not automatically pull the electrician into that phase meaning there is a lot of time input to make sure the schedules are correct. \] The bill approval integration with QB is annoying. When the bill is input into knowify it only allows the option to sync with QB or not PRIOR to the approval or rejection. This is annoying because bills that are not approved appear on the QB feed as though they were approved.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)[NetSuite](https://www.capterra.com/p/135757/NetSuite/)

Reason for choosing Knowify

Procore and Netsuite are highly touted but the cost to capabilities where much beyond what our company needed. They are for companies much larger than ours

Switched from

[Pipedrive](https://www.capterra.com/p/132666/Pipedrive/)

It was not designed to manage construction projects

Review Source

Response from Knowify

September 4, 2025

Thanks for the kind words and feedback Taylor! Keep an eye out for improvements to Gannt charts and scheduling in the future - we're aware and working on it. -Cam @ Knowify

KG

Kristi G.  
Admin Assist  
Construction  
Used the software for: 1-2 years

### "Almost there!"

September 16, 2025

4.0

90 percent pleased. It is frustrating for you guys to say to use the feedback and then nothing ever comes of it.

Pros

The ease of most of the software. There are a few things still not working as we need them to. But hopefully they will be rectified soon.

Cons

That I have made suggestions that seem to fall on deaf ears through the feedback portal. They may be merely suggestions to Knowify, but they are must haves for our office staff. We need to be able to search for customers by phone number or address or even their email address. We also need a print function, without having to download and print from there. It is time consuming to have all of these extra steps just to print something.

Switched from

[mHelpDesk](https://www.capterra.com/p/77264/mHelpDesk/)

Easier to utilize at first. I did not anticipate some of the things we wish we could get corrected. Pretty basic needs.

Review Source

AK

Annette K.  
Office manager  
Electrical/Electronic Manufacturing  
Used the software for: 6-12 months

### "Customer Support"

September 25, 2025

5.0

Hands down my support and technical team! They are continually there to answer my questions and help walk me through our program step by step. The technical team were great getting our templates exactly like we want the to look and added a few new features for our company

Pros

Definitely the online support. All products do offer same idea on what we need but it is the support that makes this program stand out.

Cons

The plan and track percentage increase option on the labor. Would be so much better if they gave the option for set rates like the Cost plus time & materials option.

Alternatives considered

[Tradify](https://www.capterra.com/p/152413/Tradify/)

Reason for choosing Knowify

Had a few features that appealed to us better to fit our needs

Switched from

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

It actually was T-JAC's but this was not one of your options. It was too simple for our changing needs and it was not able to import or export properly for our needs

Review Source

EK

Erica K.  
Chief of Admin  
Construction  
Used the software for: 2+ years

### "Knowify Rocks!"

September 16, 2025

5.0

We’ve loved it and it has really helped us scale. It keeps all document numbers in order, helped with professionalism and allowed us to spend more time bidding jobs instead of on spreadsheets.

Pros

It keeps our expenses organized and all documents regarding projects organized. We’ve ditched the spreadsheets which has given us so much more time for other things.

Cons

I would love more integrations with accounting tasks that don’t require syncing different softwares.

Alternatives considered

[Procore](https://www.capterra.com/p/56250/Procore/)[ClockShark](https://www.capterra.com/p/155467/ClockShark/)

Reason for choosing Knowify

It offered more, had better reviews for support help, and price was competitive.

Review Source

MS

Marie S.  
Business Manager  
Telecommunications  
Used the software for: 2+ years

### "Great Product"

November 7, 2025

5.0

Pros

Easy navigation and the workflow integration is top notch. Having invoicing, ability to create service orders as well as project proposals makes everything much smoother.

Cons

The inability to have multiple templates for proposals and also not being able to edit or change the proposal template without contacting knowify's it team.

Review Source

BW

Brett W.  
Estimator  
Construction  
Used the software for: 1-2 years

### "GREAT PROGRAM"

December 31, 2025

5.0

Great experience. Have had it on my work computer for years now and have been impressed and it only gets better as they update the program.

Pros

Easy and simple to use. I never have an issue with getting from one area of the program to the next quickly.

Cons

Nothing. It all works amazing. Every few months they add a new feature that makes the experience with knowify even easier

Review Source

JM

Jamie M.  
Owner Manager  
Construction  
Used the software for: 2+ years

### "Knowify review"

September 22, 2025

5.0

Overall very happy with Knowify. Knowify does what we need it to do. Knowify makes it easy to track job cost

Pros

Project organization. Job expense tracking. Knowify connects with Quickbooks for my book keeper to keep us up to date tracking job costs.

Cons

time in/out tracking on the app. Guys have a hard time with time entry. We have guys fill out hard copies too. Must be an easier way to log in/out

Review Source

JW

Josh W.  
Design  
Design  
Used the software for: Less than 6 months

### "Knowing Knowify"

December 22, 2025

5.0

Overall, Knowify is a solid tool for managing costs and profitability, but it works best once you’re familiar with the system.

Pros

Knowify does a good job of tracking job costs, budgets, and invoices, giving clear visibility into project finances.

Cons

The interface can feel a bit dated, and some features take time to learn or require extra setup to use effectively.

Review Source

SRR

Shawn Ray R.  
Estimator  
Construction  
Used the software for: 6-12 months

### "Knowify, for easier management."

October 4, 2024

4.0

Knowify made it simple to build quotes for our contractors and easy to communicate inside and outside of the business.

Pros

It was easy to edit invoice line items and customize proposals.

Cons

It would be nice to be able to move line items around to reorganize items without having to delete everything to move up a line item.

Review Source

Response from Knowify

October 18, 2024

Thanks Shawn! You actually can move line items around without having to delete them - I'll reach out directly to explain how! -Cam @ Knowify

SS

Sully S.  
Director of Operations  
Construction  
Used the software for: 6-12 months

### "Up Your Game with Knowify"

August 2, 2023

4.0

Everyone on the team is pleased with Knowify. Even the ones who were difficult to achieve buy-in from now see not only the necessity, but the value in having such a tool at their disposal. Knowify makes the task of managing our projects better.

Pros

Being able to track jobs, their profitability, our productivity/efficiency , job costing, expense management is a game-changer. The reporting and data we get from Knowify allows us to investigate areas where we need to improve, and then implement processes to achieve our goals.If we had to choose one thing that Knowify does it is Change Order Management. We are able to capture revenue from change orders more frequently, and for more completely than before Knowify. This alone is ROI making it worth every penny of our investment. We recommend Knowify to other subcontractors, and GCs regularly. Since we know what it has done for us, we share the benefits with others. The more organized our customers and other subs are, the better the entire industry becomes!We can't sing the praises of Knowify without mentioning their customer service. They provide the absolute BEST support of any platform we have ever used. Bar none! Their training is stellar, and their ongoing improvement of their product is impressive. They have now begun monthly focused training which I personally will not miss, and encourage my team to attend as part of their own development.

Cons

One of the pain points with Knowify is the generalities of its permission structure. We are actually working with their developers to create a more granular approach to this issue. Even though this is a "con," the fact that they truly listen and embrace our concerns, and then propose actual solutions is something we value greatly in our relationship with the Knowify team!On a lighter note, some of our folks just didn't like the name "Knowify." So, we took the orange "O" with the dashes on top and decided it was a head with a spiked hairdo. As such, we affectionately nicknamed Knowify. We call him "Spike"!

Review Source

JS

James S.  
Enterprise Solutions Sales  
Facilities Services  
Used the software for: 2+ years

### "Number one tool I use daily"

August 2, 2023

5.0

Simply works better

Pros

I’m in it every day doing my proposals and I just love it because of the ease of use and it’s just really nice to navigate because of the ease of use. It’s pretty much self-explanatory to me but you know I’m not a real big software guy even though I used to be a marketing manager for Computer Associates years ago. I should say and I don’t like software packages. Where you have to scratch your head and just waste time sitting there at the laptop when you have other things to do so this is to me is by far the easiest package I’ve ever used. I love it and I’m lost without it and it just makes my job 50% easier than without it

Cons

I can’t answer that because there’s nothing about Knowify that I don’t like

Review Source

SB

Stacie B.  
Office Manager  
Construction  
Used the software for: Less than 6 months

### "Highly Disappointed"

January 26, 2023

3.0

Our company moved from a total accounting program that encompassed project management geared toward construction, to Knowify Project Management app with QuickBooks Online. Once we paid for our subscription, the subscription names changed and although we are grandfathered in to what we purchased, any enhancement comes with a cost; the first request (tracking of overtime) was DOUBLE the subscription price. As a company that utilizes American Institute of Architects (AIA) project management and billing, we rely on project reports that tell us how much is booked vs spent on each phase, how much we have paid our subcontractors (minus retention) and how much our direct labor and burden costs are to-date. There is not a single report in this app that can tell me these important facts. There IS NOT a report that tells me the value of each phase, how much I have paid the subcontractor(s), and what our direct labor and burden costs are, to date for a specific project; vital information for any general contractor.And, even though Knowify can populate to QuickBooks, it does do so in the reverse. All invoices and expenses (including credit cards) entered into QuickBooks on a project DO NOT populate to Knowify automatically. One has to copy the url link for said invoice or expense, and paste it to a populate screen where it puts the expense into the project, but does not put it into the correct phase. One has to do that manually as well.

Pros

Inexpensive for what it does (but there is more of what it doesn't do, than what it does).

Cons

Many features used in AIA project management are lacking

Switched from

[AccuBuild](https://www.capterra.com/p/61228/AccuBuild/)

Cost savings

Review Source

MM

Matt M.  
Owner  
Construction  
Used the software for: 2+ years

### "Tile company user"

July 28, 2023

4.0

Good option for us because of the price. We use another full feature software for our construction business.

Pros

Lightweight and easy to train others. Simple and fast quoting functions.

Cons

Mobile app is built for field personnel and doesn’t have the features I need for sales as an owner. No CRM. Workflow is clunky for scheduling. Financial integration with Quickbooks is very basic.

Reason for choosing Knowify

Price and ease of training for field personnel.

Review Source

BB

Beverly B.  
Administrative Manager  
Facilities Services  
Used the software for: 6-12 months

### "I would be "lost" without "MY" Knowify"

July 28, 2023

5.0

I have been employed for one year and I continue to learn something new everyday using Knowify. This program contains so much information on each project and I don't have to search other programs for my needs.

Pros

Our company completes projects for cities, counties and government and each requires weekly Certified Payroll documents. With Knowify I can use the custom feature and it gives me the exact project, sign in and sign out times, hours and days. Makes my job so much easier.

Cons

I would like to see Knowify have an area you can store documents ie: Contracts, bonds etc that attached to each individual project .

Review Source

KU

Kenan U.  
Operations Manager  
Telecommunications  
Used the software for: 2+ years

### "Just because"

April 28, 2023

4.0

Great

Pros

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

Cons

It doesn't remember the previous jobs you clock into

Review Source

VR

Verified Reviewer  
Researcher  
Research  
Used the software for: I used a free trial

### "Run your business efficiently"

May 23, 2021

5.0

I have used the demo version of the software and I can say it is great software with many features that can allow users to grow their businesses and make profits.

Pros

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.

Cons

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.

Review Source

KK

Kim K.  
Bookkeeper  
Construction  
Used the software for: 6-12 months

### "Knowify is a great produt"

August 8, 2023

4.0

Pros

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

Cons

Knowify can seem sluggish when I am entering numerous bills.

Review Source

VR

Verified Reviewer  
Software Developer  
  
Used the software for: 2+ years

### "Knowify has made the process of paying vendors and tracking jobs incredibly easy."

May 21, 2018

5.0

Quick billing, detailed job tracking, and flexibility.

Pros

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.

Cons

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

Review Source

Lorie G.  
President  
  
Used the software for: 1-2 years

### "Try to "live" in Knowify every day.Customer service is great!"

October 31, 2017

4.0

1.) Ease of use 2.) Consistently upgrading features 3.) Basic reporting 4.) Priced competitively

Pros

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

Cons

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

Review Source

MH

Mike H.  
Owner/ Project Manager  
Construction  
Used the software for: 2+ years

### "Amazing product"

February 9, 2021

5.0

Knowify has allowed us to streamline our processes, understand our costs and become more profitable.

Pros

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

Cons

I am happy with all the features currently.

Switched from

[ERPNext](https://www.capterra.com/p/164441/ERPNext/)

We needed something that had job costing, scheduling, and more project management.

Review Source

ST

Sean T.  
President  
Construction  
Used the software for: 2+ years

### "I highly recommend Knowify!"

February 9, 2021

4.0

Very happy with Knowify, it's continuously improving and great customer service. I highly recommend!!!

Pros

Great for creating and sending quotes, invoicing (syncs with QB), managing time entries from crew

Cons

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.

Review Source

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