The user friendly layouts are incredible. The integration with quickbooks is seamless and really simple to navigate. The organization of data is delightful to see everything in one place for each project. Review collected by and hosted on G2.com.

The proposal part- for a software as advanced as Knowify, I am so shocked at the way proposals are handled. There should be a way to have multiple proposals for each job- with Different Revision Numbers for each time a revision is needed. This is crazy to me the process of making a revision on proposals. This should definitely be corrected.

Get a numbering system for the proposals and have an option for revisions where the previous proposal can still be referenced or easily accessible for editing. The saved copy thing in documents is strange and the whole process of revisions is very cumbersome for our business. Please do better!

We often revise our proposals and would really benefit from a easier process on that.

The app for the phones is buggy too. Why do i get a push notification on my phone saying i have been assigned a task, and when i click that option it takes me to the Knowify App, notifications tab, and there is nothing there. I do get an email, yes and I can close the notification tab and go to tasks-- but like why not just take me to the tasks section- its annoying to have to do that over and over. Please fix that to where the notification registers to the "notifications tab" or just route the click directly to tasks.

Invoicing- Is there a way to view invoices under the job file? That seems odd to me that it doesn't save it to the documents and we would have to upload it to knowify, when the invoice is already in the system. That seems like an extra unnecessary step. I know we can view them in the invoices section, but it would be easier to have it in the actual job file as well. Review collected by and hosted on G2.com.

We’ve had a great experience using Knowify.

Their customer service is excellent, responses are always quick, and the team is consistently friendly and helpful whenever we need assistance. The platform is also easy to use, especially when it comes to creating and sending proposals. We haven’t encountered any major issues so far, aside from the tax dropdown when preparing proposals. Review collected by and hosted on G2.com.

There are still a few features that we’ve been hoping to see implemented for years, such as improvements to the sales tax section in proposals. It would be much easier if the tax options were sorted by city or state, or if there was a search bar or wildcard search to find what we need quickly, instead of scrolling through a long list.

Overall, Knowify has been reliable and user-friendly, with excellent support and just a few areas where additional functionality would make it even better. Review collected by and hosted on G2.com.

User Friendly, Contractor Based, Simple Yet Complex, First Class Customer Support, Cloud Based, Integrates with other Softwares Review collected by and hosted on G2.com.

Issues getting Knowify to talk with QuickBooks sometimes, Limitations when you have multiple brands within one Entity, Duplications in processes(could have preloaded areas based on what you put on other areas, i.e. proposal work scope goes into work order tab), I wish it had a better Vehicle and Equipment section, Not a fan of the scheduling app, Mobile App is ok, Wish the CRM was a little more involved Review collected by and hosted on G2.com.

I’ve been using Knowify for my business for a while now, and overall, it has been an indispensable tool for managing various aspects of my day-to-day operations. Here’s a breakdown of what I like:

1. Streamlined Project Management

2. Proposals and Invoices Simplified

3. Robust CRM Capabilities

4. Cost Tracking & Financial Insights

5. User-Friendly Interface Review collected by and hosted on G2.com.

Here’s a breakdown of where I think there could be room for improvement:

1. Limited Customization on Certain Features

2. Mobile App Could Be Improved

3. Integration with Other Software

4. Pricing Structure Review collected by and hosted on G2.com.

Very easy platform to use once you have gone through the training. I like to 10% holdback options that we are able to add to contracts. I like that is it easily synced with QuickBooks to be able to track materials against jobs and deal with the bookkeeping at the same time. Customer support is great as someone is always reposing in a timely fashion. Review collected by and hosted on G2.com.

-More reports such as WIP reports

- Wish that service jobs were still part of the base price instead of as an add on

- CRM built in

- I find that sometimes the tax does not match that of Quickbooks- therefore each invoice that I send I have to make sure the tax aligns in QB

- Review collected by and hosted on G2.com.

It was great for scheduling and managing large projects. Review collected by and hosted on G2.com.

We found it extremely difficult to schedule jobs as they came in. Anything with short notice was more difficult than it needed to be Review collected by and hosted on G2.com.

Knowify has provided a good way to streamline tracking our employee's hours and receipts for job site material purchases. It has also be easy to use for sending invoices to clients and recording subcontractor's invoices. Review collected by and hosted on G2.com.

I would like to be able to create fixed price job and then add Time and Material change orders to it as the job progresses. We often have large jobs that are bid as fixed price jobs, but part way through the job the client will request some additional work that we just complete on a Time and Material basis. Review collected by and hosted on G2.com.

I feel I'm too new of a user to answer this yet, but so far very easy to use. Also, support is excellent, they answer any questions right away. Review collected by and hosted on G2.com.

When I first spoke with Knowify, I felt that some of the information I was given wasn’t entirely accurate. For example, I was told that the invoice template could be customized in any way I wanted and that all project-related information would automatically transfer over. In reality, the process turned out to be more complex than it was initially made to seem. Review collected by and hosted on G2.com.

- The interface looks friendly for users

- Supports with many kinds of reports

- CS team is great Review collected by and hosted on G2.com.

- The new scheduling function is very slow and sometimes it's lagged.

- When I generated a report with big data, it cannot be shown on screen and I have to download it. Review collected by and hosted on G2.com.

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.