User-friendly overall, and the implementation process was fairly quick. The support team is very responsive. Integration with Zapier, and more recently the MCP connectors to work with Claude, is very convenient for setting up automations or querying complex data from Knowify without much hassle. I also appreciate the frequent updates to both existing and new features. Pricing is decent compared with other software. Being a cloud-based SaaS makes it easy to work from pretty much anywhere with an internet connection. Review collected by and hosted on G2.com.

The inventory management module isn't synced with QBO. Need to add product assembly to help with faster quoting and purchasing. Need a more robust reporting tool since we can only run preset reports and not able to have access to the entire data set for custom reporting. Need to add payroll code for users to enter their time with proper code like straight time, over time, stat holiday, personal days, etc. Review collected by and hosted on G2.com.

Knowify does the best job of "covering all the bases" of any construction accounting program I've used. All my regular tasks have an easy way to record project info that becomes accessible to all users. While my tasks are primarily limited to purchasing and inventory, I have reviewed most of the other apps, and they seem to be as complete and straightforward as the ones I use daily.

Support is phenomenal! Quick responses and follow-ups. Review collected by and hosted on G2.com.

The form and format of material allocations for service jobs needs to allow the user to expand/resize the windows. As-is, the item column is way too narrow to show all the entered text. It's OK for entering, but if you want to look something up you can't read it in the very limited space. If you click on an item so you can read it, the job window closes right after, so you have to reopen the job window to continue. Review collected by and hosted on G2.com.

Since my original review, Knowify has added so much functionality. They have completely reworked their service module to make it a far more robust experience which truly helps us manage this part of our business. They have added markups to documents, reworked and upgraded project scheduling, and recently added AI features which speed up processes for bills. Knowify continues to have stellar customer service, and speedily respond to customer needs. They are true partners, and are right there to help us when we need things like a customized report. I remain their biggest fan! Review collected by and hosted on G2.com.

At the moment, the need to calculate commissions remains a challenge. The most urgent item right now is a desperate need for a service report that shows each comment and image by asset that we can generate on demand to provide to customers when invoicing them. Review collected by and hosted on G2.com.

Knowify makes it easy to keep all job expenses organized. It's easy to use and allows us to keep track of our job opportunities. Review collected by and hosted on G2.com.

I haven't had any issues. Any time I have questions the support team has been very helpful. Review collected by and hosted on G2.com.

I really like the invoicing setup and the reporting system. They’re straightforward to use and make it easy for me to stay organized. Review collected by and hosted on G2.com.

We’re a consulting firm, and some of Knowify’s features seem geared more toward construction-related tasks, which doesn’t always align with what we need. Review collected by and hosted on G2.com.

Customer Service is exceptional. They are always very responsive and helpful Review collected by and hosted on G2.com.

Some of the items on knowify run slowly

. Review collected by and hosted on G2.com.

The interface is extremely user-friendly. We were able to navigate the majority of the portal just by feel. The onboarding that they provide is very helpful and completely customized to your needs. All the staff we have worked with have been professional, caring, and customer service-oriented. Review collected by and hosted on G2.com.

We utilize Quickbooks Online for our accounting software and that was one of the reasons we signed with Knowify since the two are integrated. I do wish that the Contract Jobs worked a bit more similarly to the 'Customer Projects' in Quickbooks from a hierarchy stance - it would be helpful to manage large-scale contract jobs that have multiple lots (we have projects that can be 300+ lots). Review collected by and hosted on G2.com.

What keeps us at Knowify - invoices with option to have detailed SOV

I didn't see anything like this at any other software.

It looks very presentable - all our customers like them.

And it was smart to make a column with current numbers in a different color background, as when we have many pages, otherwise, it would be easy to lose track of what columns present.

Also I like a fast help available if any problems occur.

Connection to QuickBooks online - precious option, it is well integrated. Vendors, projects, invoices and bills - all we need and easy to sort out

Convenient that we can search bills by names, by paid or no, invoices by numbers (if some general contractor has a few projects with us, they write only invoice # in their submittances - and the fastest way to find what project it is - to type invoice # in Knowify). Even though I can find it in many places, but just Knowify is the fastest way because of less clicks.

I like flexibility in due dates on bills (Knowify doesn't have the same flexibility at invoices, but i correct it in QuickBooks then)

We use Knowify daily, for all bills (also some of them which are not on projects) and invoices

We have many projects, some of them small, some big, start and finish at different time - we appreciate that we have unlimited projects ,

Sometimes we need to activate old projects, to add something there, and disactivate them again - thank you that is is available.

It was easy to start and learn how to use it. Now the design is even better -everything is on the main page. Review collected by and hosted on G2.com.

Payroll option - expensive, with constant rotation of people in construction and weekly payroll, it is too difficult to keep track of active people, plus, it is not easy steps to fill in all info.

Not all employees are computer geeks to ask them to sign in and report hours, and to assign hours to correct projects (very they have a few projects in one week, sometimes even two projects on the same day) - all this makes impossible to use payroll. So we keep track of the costs in Excels.

Plus the cost for each employee who active, even if they are not on payroll for a while (but we didn't turn them off) - the costs look as too much.

Wagepoint is much cheaper.

Now, for example, we have 1.5 times rate, 2 times rate. and it is in the same week. Employees cannot enter it - they hardly understand what they should report us. We have it all in Excel, having extra lines for another rate - can you imagine how we should calculate the cost each week in Knowify?

So it would be us (me and my assistant) who enters all in Knowify, in Excel, and in Wagepoint. No time for that.

Another one issue- the reports are too expensive and they don't have all we need, also we don't need them on a regular basis, but mostly once per year, sending the same report (WOH to insurance, bank, different software of the customers). What I need to keep track - I have own Excels for separate projects and for all projects together on one Excel.

If you wish, I could show you the Excels we have - maybe you can figure out what want customers like we,

When we tried to use Knowify reports, I still had to adjust all manually. I don't know if you changed it now, but in general it takes less time and have constantly updated data on my Excels. Also, I have one interactive Excel, which is connected to all other projects we have, so I always have current data in all I need for reports.

For example, one details I had - Knowify WOH reports had NET data (projects cost, etc), but when payment comes, it has HST. So technically your reports should calculate NET from the paid amount, but because it didn't, the reports didn't make sense and were useless. To calculate %, I added manually a column that calculated NET on payments of the invoices.

So, these two functions we didn't like - payroll and reports Review collected by and hosted on G2.com.

The reports that can be generated from Knowify are really impressive and helpful. I rely on those reports heavily for our business Review collected by and hosted on G2.com.

Adding more features, umproving the UI, and adding additional integrations would all be very helpful. Review collected by and hosted on G2.com.

- Knowify's integration with Quickbooks very good, reduces a lot of time with entries and reduces mistakes.

- Time tracking works well and is very easy to invoice projects while tracking expenses and bills.

- Is possible to export the projects to .cvs to make analysis of the costs, which is very useful.

- Phone App works well for the people on site. Very easy to use (check-in and out) and enter purchases. Review collected by and hosted on G2.com.

- The profit is not accurate for Canada, as it costs includes sales. Skewing the numbers and making dashboard useless.

- Estimating material using the templates is useless as the system will only allow you to enter two decimals for material and time. So for example, if you make a template for painting using 1 sqft as the base, the system will round up your time and material resulting in an insane amount that doesn't make sense. The only option is to increase the base, for ex. calculate per 100 sqft your time and material, which results in an additional step to work around the system.

purchases made by an employee and have it sent automatically at the end of the week.

- It becomes hard to estimate cost (time and material) using plan & track. For big projects is easier to do the work in excel and then import it to Knowify. Having sort of a spreadsheet embedded would be very valuable.

- There are very few reports available and no way to automate a weekly reporting, for example,

- Would be nice to have more functionality in the phone App for Admins.

- Right now only has English and Spanish. Having French would be useful too. Review collected by and hosted on G2.com.