Knowify Reviews & Product Details

Knowify has been an incredible tool as we've transitioned to a project management system. It is easy to use and it has helped us get organized and track profitability on our projects. We started from ground zero, so it was easy to implement. We have used it both with Quickbooks online and now Quickbooks desktop. Honestly, the integration has worked well for both overall. The best part about knowify is the customer service, though. It's truly unmatched. I've worked with a handful of people over the time we've been with them but Christian and Vinny have been my go to team!! They are truly the most helpful and kind. One thing I have learned in business...and life...is that you can do everything else incredibly well, but if you lack customer service and people who care you will never be exceptional. Christian and Vinny are what have made knowify exceptional for us! Review collected by and hosted on G2.com.

There are a handful of things that I think could be added or modified to improve the experience for my specific industry. From the accounting side (and being a company in California) one of my biggest "complaints" is sales tax tracking. I know this is not an issue for every company or every industry. I will say...a lot of the other things are a Quickbooks issue and not a Knowify issue (Quickbooks is picky about what information it will accept). It would be super cool if Knowify had it's own accounting platform so it would be an all in one system ;) Review collected by and hosted on G2.com.

Knowify changed the way we do things, and allows for accurate daily, even hourly, tracking and profitability of every one of our projects, whether they are $1,000 or $1,000,000. Once we made the decision to partner with Knowify, we were up and running in no time! It was so easy, and their team was there to help us every step of the way. In fact, Knowify support is the best I've ever experienced bar-none! The platform itself is quite intuitive and user friendly. Knowify integrates very well with QuickBooks and is getting better all the time. I have two or three windows open with Knowify at any given time. I also love that the development team listens to our ideas and sincerely considers adding features based on user suggestion. Review collected by and hosted on G2.com.

I would like to see Knowify expand the Service side of the program.

Also, a robust CRM function so that sales can be directly integrated into the system from proposal to payment for services. Right now it is cumbersome to determine commissions. A few more reports would help... espeially from the sales perspective. Review collected by and hosted on G2.com.

I like there everything from time tracking to budgets to scheduling is housed under one system. I have demoed countless job costing/time tracking softwares in my job as office manager of a custom carpentry company. Knowify is the only one that has it all. It checks boxes for me for bookkeeping and invoicing, for our project managers and estimators when running scopes and for our carpenters who at tracking their labor. I also love that I can send purchase orders directly from Knowify so in that way, I can use it as an inventory tool for our stock lumber Review collected by and hosted on G2.com.

I wish there were more customizable reports. I know I can download anything to excel and manipulate it but there is so much good information in Knowify, I wish you could design a report around it to use every time without having to manipulate in other software. I also wish we could have multiple documents signed at once in Knowify. We send a lot of architectural drawings with our proposals and have to use Docusign to do so. Lastly, it's a pain that invoices and expenses can only sync to one income/expense account in QBO. We have two divisions and would love to be able to categorize before syncing Review collected by and hosted on G2.com.

Knowify is very user friendly, which makes training new users super easy. I allows us to easily manage budgets, purchases, and actual costs.

It integrates with QuickBooks Online seamlessly.

Any questions we ask get an extremely quick and detailed response. Review collected by and hosted on G2.com.

The mobile app leaves a LOT to be desired. There are several small adjustments to the desktop website that could be added to make it even better such as: Unit of Measure on the purchase orders, Inventory tally system, ability to add individual workflow views, and making the subcontractor work order more descriptive just like the the purchases screen showing the unit and UOM breakdown. Review collected by and hosted on G2.com.

The break down of phases and job costs that link to QBO give real time visuals of where the job is at and the profits that they are making. This helps construction companies see first hand in detailed areas of the job if they are doing estimates properly and actually makes them realize where they need to make changes. Customer support and training is amazing with this company. Review collected by and hosted on G2.com.

Getting clients to use it to the fullest and not understanding how important it is to do so. Review collected by and hosted on G2.com.

We really appreciate having a program that has continuity in the service provided and the people helping you. We have Quickbooks desktop, which isn't easy to work with in newer programs. The team at Knowify gave us a way to work around connectivity issues on our end and holding our hand through the entire set up. They continue to be there whenever we have an issue or need assistance. This program has reduced the amount of duplication in our company. We use this program daily to order and schedule. It has made a large difference in our company and has been easy to teach new employees to use. Review collected by and hosted on G2.com.

The only downside for us is the time clock. We can't use it since our crews use one device to clock in and we don't have the foreman correct time. We prefer to have it done in the office. Review collected by and hosted on G2.com.

I like the fact that, when needed, I can get things forwarded to the development team for review and we get to see them incorporated. Review collected by and hosted on G2.com.

I guess just a few things here and there within the app that need to be "cohesive". Like Submittals. They need work.

Some features are a little too "spread out". IE: Instead of having to click the job then click which tab you want at the top, make buttons, for each job shown in the "Manage Contract Jobs" list, where we can click and go directly to whatever tab we want for that job: Activity, Reports, etc. There are a couple of links there right now for Plan & track and "Contracts and change orders"...but why not have links for all tabs there. I guess, just make the interface a little more cohesive. Just keep tweaking the UI.

How about, instead of having to go into the job, then into Job Log...make a quick link to the job log, for each job, right in the Manage Contract Jobs list. This way people are more prone to use the job log for notes, etc. Review collected by and hosted on G2.com.

Robust program to keep track of hours and materials\ costs for each job. Easy to create client invoices for fixed price jobs. Employees can enter comments to record work done for each day. Review collected by and hosted on G2.com.

I have not found it easy to use for time + materials jobs. Knowify will print an invoice with employee hours on it, but does not include the comments to match the time entries. Our clients expect to know what work was accomplished each day. Most of our clients are municipalities. Review collected by and hosted on G2.com.

Knowify has job cost visuals that are easy to understand and functional tools to keep the whole team moving in the same direction. Our team loves the Contract Jobs screen which we review weekly in a team meeting with management and field leaders. The visual charts make it easy to understand how the job is doing, deep dive easily with a click, and plan on the spot . Black and white spreadsheets of numbers hold little meaning to our field teams and this product has been a game-changer for our team. Creating bids, budgets, and tracking expenses is easy and intuitive. This product has a tool to manage all of your project needs. It integrates very well with Quickbooks Online and makes for easy accounting. Review collected by and hosted on G2.com.

The purchase order process has provided some challenges when we have many line items and require changes to the original PO down the road. The Knowify team responds very well and works to help resolve issues - but the pdf template needs improvement and easier management when the original PO changes. Review collected by and hosted on G2.com.

The staff can report their own time. Entering in jobs and sending them to the right staff. Review collected by and hosted on G2.com.

Sometime the phone app is slow and does not show all the jobs that are on the scheldule for. . Why cant we switch all the service jobs over to the next day all at once. instead of going to each job and doing it serperatly. There should be a "SELECT ALL " or The jobs that are not complete from the day before should move to the next day automatically. That would save so much time. Hard to navigate due to job title / keyword searchs would be better. Sometimes we cant find a job if just the slightest difference is made in the phrase. Review collected by and hosted on G2.com.