Who Uses This Software?

Plumbing businesses who need to manage their contracts, projects, invoices, change orders, scheduling, and purchasing.


Average Ratings

26 Reviews
  • 4.5 / 5
    Overall
  • 4.5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $86.00/month
    See pricing details
  • Pricing Details
    3 plans. With $86/mo you get access for 5 users. 20% off when paid yearly.
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
  • Support
    Online
    Business Hours

Vendor Details

  • Knowify
  • www.knowify.com
  • Founded 2012
  • United States

About Knowify

Knowifys end-to-end tools allow plumbing contractors to run efficiently, paperlessly, and with better insights on job performance than theyre ever had before. Our combination of construction management and dispatch management tools in a single system will streamline your administrative work and offer you real-time views across your entire business. Features: Detailed job costing, project management, dispatch, contracts and change orders, RFIs, scheduling, time tracking and QuickBooks sync.


Knowify Features

  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management

Knowify Reviews Recently Reviewed!

Great progress!!

Nov 17, 2017
3/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

Pros: Easy to use, web based. The tech support is extremely responsive. The PO and change order systems work great.

Cons: Lacking some features: Submittals; ability to copy breakdown items from one phase to another; very small amount of reports;

Nothing else like it!

Nov 09, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: It rolls almost everything into one system. I can easily keep track of my jobs, the progress of each one, and cost them to stay on budget. Knowify gives our business the power to stay paperless with e-sign contracts and proposals. Our customers absolutely love the ease of clicking a few buttons to accept a proposal and make payments. Before Knowify, my desk was a paper covered nightmare - now I am able to just keep it all right there in one place.

Cons: Some features are lacking. Sometimes we need to be able to provide a range price on an estimate, and Knowify does not have this feature. It can also be a little challenging/labor intensive to add hours if my employees don't want to use the app on their phone for automatic tracking.

Overall: Easy paperless contracts and estimates.

Bd27a1c177eb5e738c6fd0bf8523f370

Setup and ease of use is great. Clients got going right away and with little training.

Nov 01, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Great sync with QuickBooks Online. Virtually flawless.
Customer support is top notch. Very quick response during business hours.
Interface is simple, useful and easy to figure out if you're a DIY

Cons: Maybe a bit better on the pricing for non users that need to be tracked for the job reports but don't ever actually use the software

Overall: Happy client

Love Knowify. It has completely transformed my business for the better.

Oct 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: 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.

Cons: The only thing lacking is built-in app notifications and calendar integration (coming soon).

Knowify has made us more efficient and effective in the way we run our business!

Oct 31, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: We love the ease of use, ability to customize, customer service is top notch, openness for updates or upgrades have always been very important to us and Knowify is always open to new ideas. Our clients love the professional look of the program and their ability to request changes seamlessly. Our project managers love the catalogues and pre-filled information based on type of project. This saves them all of time and makes us overall more efficient in our day to day work.

Cons: The only immediate things I can think about is mobile ability like the desktop, specifically ability to do quote via smart phones or access quotes etc. Not all of the project managers have iPads so it makes it challenging at times.

Overall: We are more efficient due to this product and our clients see our professionalism with the quality and look of the quotes compared to our competitors.

D1c3345827d4ff123c4d7753fc2806df

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

Oct 31, 2017
4/5
Overall
4 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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)

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

Ad8fd5155926995cc56f39306a78ac6e

Software is great and customer support team is incredibly responsive

Oct 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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

Amazing. Couldn't be a better product for my needs and Terrin's support is unparalleled.

Oct 30, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.

Cons: The mobile app is very limited in it's functionality for all users. It makes it difficult to do most of the things I'd like to do without being in front of my desktop.

Overall: Save time

F77c13fbf6840ba4597fa73396c52261

Absolutely the best job costing app for subcontractors and trades that integrates with QuickBooks.

Oct 28, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: We love sharing this software and its great features with our construction clients. To my mind there is no better job costing app on the market today for subcontractors and tradesmen in commercial construction.

This software has been a huge time saver.

Oct 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: It has saved me hours of paper work when it comes time to invoicing. It is also great to know exactly how many man hours a project takes.

Easily tracks jobs and costs associated with the jobs.

Oct 27, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Interacts with QBO. Also like the reports available. Easy to navigate between open and outstanding jobs. Can attach documents all in one place.

Cons: 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.

Overall: All documents and invoicing in one place. Interacts with QBO.

The only product out there to attempt to tackle the various types of jobs and billing in the trades.

Oct 27, 2017
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The ability to create different contract styles, as well as T&M work is invaluable to a company that has many different customer types. Also, doing service work tickets and dispatching has become easier for the office staff. The time keeping per job has been much more accurate than our old paper system creating more billable hours instantly.

Cons: The app has been challenging for the field techs to use to add materials. We track inventory and have around 2800 different parts, it can be cumbersome to find the correct part to add to a ticket.

Knowify has made our billing so much easier.

Oct 27, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I like that the software is web based, the customer support group is fabulous, and it is very easy to use

Cons: Retainage push at final billing should not be combined with current month retainage accrual. They should be separate.

Overall: Knowing that all the calculations on my pay applications is correct is invaluable.

Great program for my roofing company

Oct 25, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: This program makes it easy to track projects and the cost associated with those jobs. The added functionality of the estimating part saves us from making custom spreadsheets. The customer service is exceptional.

Overall: Saves time in estimating and tracking the progress on projects and service.

4990d00f628b02d92efcf82a49ed1122

I have a small contracting business and this software combined with QuickBooks works great.

Oct 24, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: It allows me to track costs per project. Time entry is very easy and when combined with QuickBooks allows me to run payroll quickly. The reporting system makes it easy for me to perform my work in progress calculations and all my financials.

Overall: The ability to easily track my projects costs and to keep track of employees time in order to run payroll.

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

Oct 24, 2017
4/5
Overall
2 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
Likely
Extremely
Likely

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.

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

I really like the software. It has made our invoicing system so much easier and job costing.

Oct 24, 2017
5/5
Overall
3 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: 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.

Cons: 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.

Overall: I have recommended it. Better organization of invoice tracking and employee productivity.

87a01b430ba5b7e0a2d56d0bdddbc190

Easy experience to ensure job costs are tracked correctly and accurately.

Oct 24, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money

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

Cons: 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.

Knowify helped our company streamline our job costing and invoicing.

Oct 24, 2017
5/5
Overall
4 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I LOVE the time card input, the dashboard view of active jobs, and the expense syncing functionality to Quickbooks.

Cons: For jobs that are in process when the software is implemented, there is not a good way to get the data into Knowify to sync with Quickbooks.

It would be helpful to have a little more flexibility when creating invoices, and if you had the option to create a detailed budget (Professional mode) for a job in Knowify but were able to track expenses at the job level.

Overall: Streamlined job costing and invoicing.

Excellent customer service very easy to work with!

Oct 24, 2017
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
Likely
Extremely
Likely

Pros: I like the job cost part of it and the Change Orders. How it gives the client an option to sign them and send them back.

Cons: The guys have problems all the time with the clocking in. The app. Is very slow most of the times and sometimes they can't clock in at all. If this can be improved it would be great.

Overall: I really do like this software. It has all the features we need I just wish the time app worked better.

Field service that can actually track costs!

Jan 26, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Job Costing and Purchase order management makes it stand out.

Cons: Wish it had a more streamlined quoting module, or an ability pre-set some of the Quote setting.s Some of the options required are very repetitive for our type of quoting.

However we handle thousands of quotes a year which isn't probably what they had in mind.

Overall: Been using Knowify for a few months now and it's been great so far. Most field service apps handle scheduling and time tracking, but few handle purchasing and job costing as seamlessly as Knowify.

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

Jul 06, 2016
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Recommendations to other buyers: This program has a good deal of flexibility, but it was definitely designed with process flow in mind. If you are an accountant, don't try to come at this like your accounting software it is much more directed than that. Also, do your self the favor of downloading the mobile app and demo it as though you are one of your employees, to see just how powerful this program can really be.

We are QB proadvisors recommending Knowify with QBO for contractors

Jun 09, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Knowify represents an excellent QB Online integrated app for specialty contractors and subcontractors. The product has all the functionality to plan, propose and engage customers. It rolls seamlessly into project management with many tools including mobile time and expense tracking, material purchasing and cost control and much more. We have found their support to be excellent and a big plus.

Great Concept

Oct 09, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As an employee in my company for 20 years in Operations, I was called upon to learn new software that handled payables,receivables, contracts, and scheduling. With no previous accounting background I was basically able to grab control of the company bill pay and invoice creation and receivables. Very easy to use and learn. Not to mention after 20 years I finally Know the whole business in and out. Well Done and I recommend it.

A Great Tool - Really helped us get organized

Oct 05, 2014
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We started running our virtual biotech company on Knowify several months ago, and it's been enormously helpful. Since we have multiple labs (all over the place) doing work for us at any given point in time, and since many of our contracts specify that we cover various costs (like reagents, etc), giving our partners Knowify ID's has really helped us keep track of who is ordering what/when so that when the bills arrive we're never caught blindsided. I've also used it several times to reference contracts and old invoices - which is 100x better than rummaging through file cabinets. It would have been very painful for us to manage the growing complexity of our efforts with our old (manual filing + dropbox) ways, so Knowify is well worth the money for us.

Admittedly we haven't had to use the invoicing / client management tools yet - but that's just the nature of our business - we won't have revenues for a few more years at least.

Marc at Knowify was really helpful early on when I emailed him with a few questions, so 5 stars for service, too.

Vendor Response

by Knowify on October 07, 2014

Thanks for your feedback Dan, we really appreciate the praise.

Nov 04, 2017
5/5
Overall