Knowify Features

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Creates professional-looking RFPs (requests for proposals) and/or RTTs (request to tender)

Provides templated or customizable bid forms

Facilitates the sharing and sending of bid proposals

Manage and track all internal and external communication conducted via calls, email, text, or chat

Stores, centralizes, and manages information about contractors and subcontractors

Tracks and monitors compliance documents and adherance to relevant certificates

Stores, tracks, and manages contact information and communication history between vendors, contractors, and suppliers

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Track, store, and access client contracts or licenses

Collection of data related to the costs associated with various items, products, services, or activities

Easily integrates with third-party construction project management, accounting, and other construction solutions

Stores information regarding past and current construction projects

Provides insight into progress of construction projects

Create, manage and track all task activities and progression

Manage all supplier data and operations

Manage and process incoming documents detailing requests for proposals

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Ability to handle several projects simultaneously

Integrate with a third-party accounting system

Ensures structure and clarity of a project via simplified file, photo, and documentation sharing and annotation functionality.

Automates the scheduling and assignment of jobs, people/crew, and equipment.

Enables conversations on mobile devices while out on the field.

Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.

Tracks and logs utilization of equipment, materials, assets, and all relevant resources; can generate daily reports.

Provides contractors and crew a digital timesheet to track hours; some push man-hours from daily project progress reports to timesheets.

Facilitates the taking, annotating, and uploading of photos from the field for real-time updates, to supllement the documentation of the progress of a project.

Generates daily reports of project progress, worker productivity, job costs, and material usage.

Supports the integration of the project management solution with a third-party accounting management solution to streamline the construction project lifecycle.

Supports the integration of the project management solution with a third-party estimating and bid management solution to streamline the construction project lifecycle.

Supports the integration of the project management solution with a third-party workforce management solution to streamline the construction project lifecycle.

In addition to assigning tasks, enables the setting of milestones and deadlines to those tasks to track on a set basis.

Records, centralizes, and provides access and sharing settings to project information into a centralized depository.

Enables and/or facilitates communication on the jobsite and between the field and office admin.

Manages and dispatches work orders, allocates assets and resources, manages contractors, and schedule jobs

Enables and simplifies communication on the site and between the office and field.

Provides a mobile-ready application of the tool that does not require internet connection.

Captures data from the site and generates reports on project progress.

Tracks timesheets and attendance of site crew memberes

Enables the capturing and/or uploading of photographs or videos to document project progress

Assigns tasks, enables the scheduling of crew and resources, and manages and/or monitors progress on projects and jobsites.

Collects and analyzes data related to safety issues on site to identitfy and reduce incidents and risks.

Manages construction resources in real-time to keep track of and forecast future needs.

Keeps track of utilization of physical assets, for visibility, accountability, and optimization.

Adds onto the creation and management of bids and tenders via takeoff and cost management functionalities.

Supports the interfacing of the solution to construction project management and construction accounting solutions.

Set up connections to third-party platforms to improve business processes

Integrates with QuickBooks

Integrate with a third-party accounting system

Set up connections to third-party platforms to improve business processes

Provides users access to a database of historical job costs of past construction projects.

Provides users the ability to monitor and update project costs, and track all utilized resources

Provides users with templates that break down individual construction cost requirements into tasks.

Access software remotely via mobile devices

Plan and coordinate all the resources, costs and time needed to execute assignments

Store, manage, and track all electronic documents in a centralized location

Create, manage and track all task activities and progression

Facilitates the storing of construction data into cloud-hosted servers.

Centralizes previously siloed construction data and insights into an easily accessible database.

Tracks progress and customizable key performance indicators (KPIs) through customizable and automated dashboards.

Generates and/or visualizes historical and real-time construction business intelligence, either from the field or office.

Collects data and provides deep insights into the pre-construction phase of the construction lifecycle.

Collects data and provides deep insights into the post-construction phase of the construction lifecycle.

Generates and delivers reports on construction project progress.

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Allows for customizable user permissions to control schedule views and project information.

Log and record hours worked and costs spent to assist in billing and invoicing

Creates and edits calendars, with drag-and-drop functionality, customizable fields, and color coding.

Provides a visual timeline of project tasks, making it easy to track progress and dependencies.

Track, store, and access client contracts or licenses

Track information, qualifications, and contact details of subcontractors

Create, design and manage workflows for repetitive tasks

Create, send, and track purchase orders and their statuses

Plan and coordinate all the resources, costs and time needed to execute assignments

Process of planning, scheduling and executing the optimal and effective use of human capital across projects

Store, manage, and track all electronic documents in a centralized location

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage and track all task activities and progression

Track the status over time for a request, process, asset, or transaction

Track and document all activities across devices, networks, and other systems

Monitor the progress of projects from start to finish

Track the status and progress of tasks

Reporting on how each user, task or process has advanced since its initiation

Track staff hours through a calendar view

Generates customizable reports and insights on project status, resource utilization, and financials.

Enables users to compare contracted timeline with current project progress to avoid missed deadlines or overbudgeting.

Track the amount of time spent on a job or task

Manage all supplier data and operations

Ability to handle several projects simultaneously

Organize and schedule projects

Integrates with necessary solutions in construction tech stack, such as broader project management, ERP, estimating, and accounting systems.

Provides a dedicated mobile app and/or optimized mobile interface for field worker access to check schedules and tasks.

Supports in-app communications to centralize team efforts, provide real-time updates from the field, and negotiate any relevant updates to timelines.

Integrate with a third-party accounting system

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Ability to handle several projects simultaneously

Pre-designed layouts that can be customized to match preferences and requirements

Track information, qualifications, and contact details of subcontractors

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

3D design and modeling tool enabling a virtual information model

Receive system updates as soon as any changes are made

Measure digital plans to calculate labor and materials needed

Generate quotes or estimates for customers

Regulate who can view information within the system

Plan, manage, and track the financial activities of an individual or organization

Collection of data related to the costs associated with various items, products, services, or activities

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

Process of planning, procuring and controlling material flows along with supplier evaluation and shipping

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Monitor the progress of projects from start to finish

Process of gathering, measuring, and analyzing accurate data

A record of all activities within the system, including user access, changes made, etc.

Estimating software designed for HVAC businesses

Create, send, and track purchase orders and their statuses

Displays a graphical view of a build assembly to visualize which portion of the project you're estimating

Computer aided design to create precision drawings or technical illustrations

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Track, store, and access client contracts or licenses

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Specialized for organizations who focus on residential projects

View and track pertinent metrics to find patterns and gain insights from data

Estimating software designed for electrical businesses

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

For commercial and industrial purposes

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Provides varying estimates based on different scenarios

Import and export data to and from software applications

Estimating software designed for plumbing companies

Log and record hours worked and costs spent to assist in billing and invoicing

Track and manage schedules and meetings via an integrated calendar

Primarily serving architecture, engineering, and construction industry professionals

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

Forecast the cost and resources required to complete a project

Schedule predetermined or ad hoc maintenance services and labor requests

Data is backed up automatically to prevent data loss

Store and organize information about customers and previous interactions

Track the amount of time spent on a job or task

Alter the layout and content of reports

Manage and track all job information and associated tasks

Plan availability and assign specific time slots for tasks and resources

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Electronically collect payments for goods or services

Add customized logos and colors to align with company branding

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage the scheduling of tasks

Identify the physical location of an individual, asset, device, etc.

Track and document all activities across devices, networks, and other systems

Track the status over time for a request, process, asset, or transaction

Create, manage, and send invoices or bills to customers

Digitally sign online documents

Calculate total itemized costs, including initial costs and any changes

Store and organize documents in a centralized system

Assemble applications and processes by dragging over and arranging pre-built components

Creating, assign, and track jobs and/or tasks for work orders

Manage sending personnel and resources to a site as needed

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Reporting on how each user, task or process has advanced since its initiation

Manage and track all internal and external communication conducted via calls, email, text, or chat

For subcontractors to manage remodeling projects, including estimating, job costing, and client communication

Notifications via mobile devices

Customize data fields to support various needs and use cases

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Designs generated in either 2D or 3D format

Estimate or forecast of a future scenario based on the study of present trends

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Manage and track financials on a project-to-project basis

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Application programming interface that allows for integration with other systems/databases

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Primarily serving architecture, engineering, and construction industry professionals

Alter the layout and content of reports

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage the process of evaluating documents or requests submitted for approval

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Form predictions based on past and present data/trends

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Public or private sharing of digital files such as documents, audio/video, images, and more

Track revisions and updates made to files and navigate between different versions

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Store and organize documents in a centralized system

Access software remotely via mobile devices

Generate quotes or estimates for customers

Calculate total itemized costs, including initial costs and any changes

Regulate who can view information within the system

Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service

Create proposals based on costs of labor and materials

Monitor the progress of projects from start to finish

Import and export data to and from software applications

Measure digital plans to calculate labor and materials needed

Primarily serving architecture, engineering, and construction industry professionals

Pre-designed project plans that can be customized

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Notifications that are delivered to users as soon as an event occurs

Manage the rescheduling of appointments

Forecast the cost and resources required to complete a project

Application programming interface that allows for integration with other systems/databases

Estimate or forecast of a future scenario based on the study of present trends

Pre-designed layouts that can be customized to match preferences and requirements

Receive system updates as soon as any changes are made

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Identifying critical tasks that make up a project and assigning start and end dates for each

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Customize data fields to support various needs and use cases

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and manage the scheduling of tasks

Calculate total itemized costs, including initial costs and any changes

Import and export data to and from software applications

Alter the layout and content of reports

Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments

A record of all activities within the system, including user access, changes made, etc.

Calculate total itemized costs, including initial costs and any changes

Monitor the progress of projects from start to finish

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage and track financials on a project-to-project basis

Measure time to completion or hours worked for projects

Track the location of specific equipment at all times

Estimate expected cost based on various factors before a project begins

Import and export data to and from software applications

Track money owed to a company's creditors/suppliers

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Create budgets based on historical data and future projections

Manage and monitor spending to align with the financial constraints or goals

Track outstanding invoices and the money owed from clients

Integrate with a third-party accounting system

Track and manage inventory levels to maintain proper supply

Generate quotes or estimates for customers

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Primarily serving architecture, engineering, and construction industry professionals

Alter the layout and content of reports

Active reporting of data and metrics

Manage employee salary processes, data, taxes, and records administration efficiently

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Application programming interface that allows for integration with other systems/databases

Log and record hours worked and costs spent to assist in billing and invoicing

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Use AI to generate content in the form of text, images, videos, etc.

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

Create, manage, and send invoices or bills to customers

Centralized accounting record which tracks all financial transactions

Receive data and information in real time

Store, manage, and track all electronic documents in a centralized location

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track information, qualifications, and contact details of subcontractors

Ability to handle several projects simultaneously

Plan, manage, and track the financial activities of an individual or organization

Track the amount of time spent on a job or task

Record and track all relevant internal and external communications

Addition of necessary external data, applications, tools, or features

Plan and coordinate all the resources, costs and time needed to execute assignments

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Streamlines the entire accounting process, from ledger entries and expense tracking to accounts payable, financial reporting and more.

Manage budgets, track and optimize spending and align capacity to workload demand

View and track pertinent metrics to find patterns and gain insights from data

Share bid details, archive bids, and create bid requests to assist in bid solicitation and quote comparison

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Monitor the progress of projects from start to finish

Track all company interactions with current clients

Track and manage schedules and meetings via an integrated calendar

Generate quotes or estimates for customers

Notifications/alerts for upcoming events or tasks

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Track and document all activities across devices, networks, and other systems

Alter the layout and content of reports

Create, manage and track all task activities and progression

Set up connections to third-party platforms to improve business processes

Plan and coordinate all the resources, costs and time needed to execute assignments

Track and manage inventory levels to maintain proper supply

Create and send email blasts/campaigns

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides a channel for team members to share media files, communicate, and work together

Manage and track all internal and external communication conducted via calls, email, text, or chat

Pre-designed layouts that can be customized to match preferences and requirements

Application programming interface that allows for integration with other systems/databases

Track all information required to develop and sell lots in housing projects

Store, manage, and track all electronic documents in a centralized location

Create, design and manage workflows for repetitive tasks

Measure time to completion or hours worked for projects

View and track pertinent metrics to find patterns and gain insights from data

Track, store, and access client contracts or licenses

Import and export data to and from software applications

Track the duration and expiration of warranty as well as any obligations under that warranty

Estimate expected cost based on various factors before a project begins

Customize data fields to support various needs and use cases

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Form predictions based on past and present data/trends

Ensure that quotes/invoices are correct before sending to customers

Track information, qualifications, and contact details of subcontractors

Tracks all change orders submitted across projects and updates the budget to reflect the most recent costs

Plan availability and assign specific time slots for tasks and resources

Primarily serving architecture, engineering, and construction industry professionals

Organize and manage all processes/procedures involved in purchasing goods and/or services

Calculate total itemized costs, including initial costs and any changes

Pipeline view and tracking lead status

Use AI to generate content in the form of text, images, videos, etc.

Manage, organize, and store contact information