Knowify Reviews & Product Details

1. Job Costing information and how it's displayed. We can see at a glance how we are doing at any point in the job.

2. Integration with QuickBooks. QuickBooks doesn't have the job costing abilities we needed, but we need to use it for our accounting.

3. The Support Team - There was quite a learning curve for us because we had been using an antiquated system. We had also been doing things in an old way. Our Knowify Coach helped us identify some of those things and showed us easier ways to run our business.

4. Knowify has customized templates and helped us with our internal workflows to be more efficient.

5. Once we have been trained and have been using it for awhile, it's easy to use. It took us a while to really understand, but that's expected when starting a new system.

6. The training and support team have been been available for any training session we've needed. Review collected by and hosted on G2.com.

There was a report I wanted, but it couldn't be done. I'd still like to be able to run a phase report for specific time periods without having to download it and sort it by date and then delete the dates that I don't want.

However, my team did explain to me that most people just look at the percentage done and use that for invoicing. But, sometimes, you just need to be able to double check things by date. Review collected by and hosted on G2.com.

Knowify is great for tracking and organizing without being overcomplicated Review collected by and hosted on G2.com.

I would like to be able to use the "TAB" key instead of having to rely on my mouse.

Previously, I worked in ServiceTitan, which has many features that I greatly miss. Here are a couple of suggestions for improvements:

- It would be helpful to have an overview of each contractor/customer, including open jobs, open invoices, and scheduled jobs.

- When scheduling a job, it would be nice if that action were automatically logged, rather than needing to type it in manually.

- I would prefer the ability to accept a payment while viewing the job, instead of having to navigate to the invoice screen. It would be much more efficient to see everything on one screen—such as invoiced amounts, deposits, payments, and customer contact information.

I understand that some of the challenges may stem from my current learning process with Knowify, but these are the main features that come to mind. Review collected by and hosted on G2.com.

Knowify has truly transformed our operational workflow! The integration process was surprisingly smooth; while our team did encounter a few new terms, the underlying concepts were quite similar to our previous system, making the learning curve manageable.

What truly sets Knowify apart is its absolutely supreme customer service. I've personally benefited from several one-on-one training sessions, and there's a wealth of helpful YouTube videos available. Within the platform itself, there's a convenient window for immediate Q&A, and the support team's response time is superior – they've consistently provided clear answers to all my questions.

The most valuable aspect for us has been the ability to review our workflow forecast, rather than simply looking in the rear-view mirror. This forward-looking capability is a game-changer. I also love the immediate scheduling of follow-up reminders, which helps keep us on track. Review collected by and hosted on G2.com.

One improvement I would like to implement is a process for marking estimates that require review by a supervisor. I would also like a way for my field team to mark jobs completed so that the office staff know when to invoice them.

I would also like to have integration with Google Calendar for tasks, follow-ups, and specific resources' job schedules. Review collected by and hosted on G2.com.

I like that is software is easy to use and intuitive, it links directly to quickbooks and syncs all your transactions and allows e-payments that work great and are seamless. They have great customer service when there is a issue that needs resolved. I like the customizable forms like PO's, Invoices, Bills. The job costing is great because you always know the status of your job in real-time with quick read graphs. The mobile app is great also to update projects while on the go and also take payments in the field for quick service jobs. Review collected by and hosted on G2.com.

Its on the more expensive side. I'd could track the revenue associated with internal jobs. I would like to do drawings markups directly in the software for larger jobs that have associated plans. Review collected by and hosted on G2.com.

the ease of my billing on the AIA forms and the ability to make notes in the log Review collected by and hosted on G2.com.

there are no ways to keep the emails unless you add them to the customer/vendor profile

there are some bugs the real time like two users being in the same file at the same time information not being saved Review collected by and hosted on G2.com.

I like how it tracks job budgets and progress, and the ability to have most of our project info on one platform. We can track time, bill, and invoice all in one spot, and customize how we track projects fairly easily. Review collected by and hosted on G2.com.

The scheduling features need to be streamlined and easier to use. We also wish it was easier to track what components have been ordered, what still needs to be ordered, and what is sitting in the shop already assigned to a project. All this info is in Knowify, but there's not an easy way to display it company-wide. Review collected by and hosted on G2.com.

The ability to easily manage projects including quickly generate AIA invoices, post bills, track time and labor costs to projects and easy integration with Quickbooks Review collected by and hosted on G2.com.

They don't seem to update the software very often and there are small bugs like recently used vendors that don't populate correctly. Also generating retainage on an AIA form requires additional steps. Review collected by and hosted on G2.com.

I liked that it is easy to set up a job and very user friendly and that you're able to send your bid directly to your customer. It is layed out in a simply way so no explanation is needed for your customer. I recently had one customer tell how they like our simple billing and invoices from our company. Review collected by and hosted on G2.com.

Very little but that you can't just delete a job maybe. Review collected by and hosted on G2.com.

How well it syncs with quickbooks, the onboarding process is streamlined, and because of how well it works with quickbooks it has saved me a lot of time. Knowify also has some of THE BEST customer service I have ever encountered. Very prompt, helpful and friendly. Review collected by and hosted on G2.com.

Issues with the app, specifically no allowing employees to clock in and still several glitches, this unfortunately does create additional work for me (yesterday alone I had two employees that had to completely delete the app from their phone and reinstall to be able to clock in.). Review collected by and hosted on G2.com.

We use Knowify to produce estimates and it allows visibility to everyone to view and gather information about projects that we are working on. It is very easy to learn and use. It's a product that I use daily. Updates and customer support provides us with the latest information. Review collected by and hosted on G2.com.

Unfortunately, I only utilize Knowify as an estimating tool. It is very good for that application. Review collected by and hosted on G2.com.