Knowify

Absolutely the best job costing app for subcontractors and trades that integrates with QuickBooks.

Commenti: We love sharing this software and its great features with our construction clients. To my mind there is no better job costing app on the market today for subcontractors and tradesmen in commercial construction.

Aspetti positivi:

The 2-way sync with QuickBooks; the ability to create AIA style billings directly out of the program (no duplicate entering); the integrations with great apps like ClockShark and Tsheets; the great dashboard on which you can monitor the profitability of each current job; the ease with which you can budget and bid from within the software; the wealth of available reports; and so much more.

Aspetti negativi:

Some improvements could be made to the service ticket side of the program to make it more comprehensive; if a PO is fulfilled in QuickBooks there is no way to match it in Knowify, so it has to be closed out manually on the Knowify side.

Amazing product

Commenti: Knowify has allowed us to streamline our processes, understand our costs and become more profitable.

Aspetti positivi:

It is very easy to learn, and use. It keeps all of our information in one place.

Aspetti negativi:

I am happy with all the features currently.

Concerns with Knowify

Commenti: Knowify allows me to better track materials and labor. Overall, it's alright as a support tool but I feel it still has a long way to go. Knowify Support basically refers to the user manual for any questions - may as well start there before contacting them.

Aspetti positivi:

Allows me to have a front-end to Quickbooks and provides for a little better job tracking. We previously tracked jobs manually. Knowify also has some helpful reports.

Aspetti negativi:

When you first start using Knowify, it is not user friendly. There are many "quirks" in the system. We have submitted requested all through 2018 for some of these to be addressed. Our company cannot be the only user experiencing some of these issues. Using Knowify has helped but is still lacking for my purposes. Examples: adding another default phase for Subcontractors - the entry of this data now is awful. Support has not be terrific. Job numbering - if jobs are initiated in Knowify or Quickbookos, if the are communicating properly, the LAST number issued should automatically populate. This does not happen, even though Support says to mark it in preferences - it is flagged.

Easy experience to ensure job costs are tracked correctly and accurately.

Aspetti positivi:

Purchase orders and bills. The synchronizing with Quickbooks works smoothly and saves on data entry as well.

Aspetti negativi:

The scheduling features seem to be a little clunky. Sometimes the scheduled time goes into effect right away and other times it doesn't seem to work correctly.

New Building New Software

Commenti: At my desktop it was great but going mobile I had to use the browser as the app didn't work for me.

Aspetti positivi:

Allowed us to track and manage everything on the larger project down to the penny.

Aspetti negativi:

My older phone didn't support the app for Knowify unfortunately.

Knowify Review

Aspetti positivi:

Fairly simple to use and set up and you can see all projects easily

Aspetti negativi:

Having to click around alot to find things

Superb customer service, versatile product

Commenti: Knowify is great for producing Estimates, Bids, and Invoices on readable forms, with consistent T&C across all projects. Knowify is also great for tracking purchases and the use of materials on construction projects. As a consultant to a construction client, I found the software very easy to learn and use, with the best customer service I have ever experienced in software!

Aspetti positivi:

Easy to use once it is set up. Easy to learn, which is amazingly important! The dashboards are useful, navigation is reasonable. The customer service is absolutely superb! Quick response; helpful, clear answers to questions; quick turnaround for customization.

Aspetti negativi:

Currently the user cannot make any template changes to the base templates for invoices and other forms. All such changes must go through Customer Service. Currently, a company using the software may only have 1 template for each form. Right now, the software is most useful when linked to QuickBooks, though it can be used without the link.

I have a small contracting business and this software combined with QuickBooks works great.

Commenti: The ability to easily track my projects costs and to keep track of employees time in order to run payroll.

Aspetti positivi:

It allows me to track costs per project. Time entry is very easy and when combined with QuickBooks allows me to run payroll quickly. The reporting system makes it easy for me to perform my work in progress calculations and all my financials.

Software is great and customer support team is incredibly responsive

Aspetti positivi:

It's a comprehensive software solution for all facets of my business. The customer support team is great whenever I need help.

Setup and ease of use is great. Clients got going right away and with little training.

Commenti: Happy client

Aspetti positivi:

Great sync with QuickBooks Online. Virtually flawless. Customer support is top notch. Very quick response during business hours. Interface is simple, useful and easy to figure out if you're a DIY

Aspetti negativi:

Maybe a bit better on the pricing for non users that need to be tracked for the job reports but don't ever actually use the software

Knowify is a great produt

Aspetti positivi:

Knowify is very intuitive. It is easy to use and immensely helps with our daily project needs.

Aspetti negativi:

Knowify can seem sluggish when I am entering numerous bills.

As a Quickbooks desktop Beta customer, we are still ironing out some sync troubles.

Commenti: The online-ability is great for the boss in the field, but with QBD we have had to establish work arounds.

Aspetti positivi:

Knowify has many modules that are useful, however they do not all work with QBD quite yet. Once they can get the sync figured out it will be a one-stop-shop for estimating, time-tracking, invoicing, scheduling. We do not use the Plan and Track feature, but I can see how that could be VERY helpful. Emailing customers is very easy. Purchase orders are EASY to send. Getting customer signatures is EASY.

Aspetti negativi:

1) The billing module is very detailed, so it takes a long time to enter bills. There should be a shortcut around entering an "Item" that allows choosing an expense account. And maybe allocate to the job not based on an item in contract. Also Autofill feature? Or a Copy previous bill? 2) Default accounts are confusing. For a long time they did not save after I entered them. And many of them do not allow us to choose a COGS type account. 3)Time tracker does not sync at all. 4) Sub customer doesn't autofill address of top customer. 5)Estimate/Invoice template formats are not editable - I want to adjust which fields and where they go on the document. 6)Can't do a $0 estimate -sometimes a customer wants to choose from options. 7) Class info did not sync 8) In Plan and Track the work order should autofill item description from the contract 9) t would be great if Comments were visible in Time entries Instead of having to click on them to see.

Great Program, I wish it could be tailored to architects more

Commenti: We use Knowify for creating proposal and invoices. We integrate with Quickbooks so it's great that it ties into our accounting software.

Aspetti positivi:

We switched to Knowify essentially for the way it show invoices with the % billed, % complete etc. The job costing functions are also pretty useful.

Aspetti negativi:

It can be difficult to use. The program was built for contractors, as an Architecture firm we struggle sometimes with forcing it to do what we need. Generally we have been able to make it works for us though.

I really like the software. It has made our invoicing system so much easier and job costing.

Commenti: I have recommended it. Better organization of invoice tracking and employee productivity.

Aspetti positivi:

I LOVE the invoicing system and contracts and having it sync with emails its great! Also the employees ability to check into a specific job. There is a lot to like. Also your customer service is great.

Aspetti negativi:

The CHECK/IN -OUT view vrs REVIEW time screen for clocking hours. I would prefer it these two features were combined with a running clock on clock/in out view. Im really working on my employees attendance record and lateness so when reviewing hours for payroll purposes it becomes redundant when I have to individually "fix" their clock in times. It's clunky and a little redundant. We also had problems with the old app but the new one seems to be working better as well as learning to use the job board more effectively. Also a way to change the job they are working on from the clock in/out view. I personally like this view the best not so crazy about review time.

Game Changer for my company

Commenti: Te main problem that I solved was time, now I have the bidding and invoicing in the same program.

Aspetti positivi:

I like the ease of use, bidding and invoicing functions most.

Aspetti negativi:

Imputing receipts and job costs. I am getting better at the process but I wish there were an easier way.

I really like how responsive the Knowify team is to questions and support!

Commenti: Keeping close tabs on project P&L's is great with Knowify. Project Managers/Admin can pull data at any time to keep up-to-date on project costs. We like being able to use AIA billing through Knowify. Finding one place to apply all job costs to a project is great!

Aspetti positivi:

We all like how we have been able to provide ideas/needs to Knowify and see them integrate many of those into their updates and new options.

Aspetti negativi:

There are still some functions that area holding us back in what we are able to do with Knowify, specifically billing. We have been told that they are working on those options, but the sooner those are added the better workflow we will have using their system.

Knowify is a great tool that has transformed our project management.

Aspetti positivi:

Knowify is intuitive, manages job costing well, and most importantly ties all aspects of a job together in one, easy to understand space.

Aspetti negativi:

By far the worst thing about Knowify is the reporting. Though there are numerous reports built in, they are not easily manipulated, and they filter data depending on how it is put into the software. This is especially true for invoicing, though it is mainly a project management software and not an accounting software

Nothing else like it!

Commenti: Easy paperless contracts and estimates.

Aspetti positivi:

It rolls almost everything into one system. I can easily keep track of my jobs, the progress of each one, and cost them to stay on budget. Knowify gives our business the power to stay paperless with e-sign contracts and proposals. Our customers absolutely love the ease of clicking a few buttons to accept a proposal and make payments. Before Knowify, my desk was a paper covered nightmare - now I am able to just keep it all right there in one place.

Aspetti negativi:

Some features are lacking. Sometimes we need to be able to provide a range price on an estimate, and Knowify does not have this feature. It can also be a little challenging/labor intensive to add hours if my employees don't want to use the app on their phone for automatic tracking.

Knowify has helped us streamline our estimating process.

Aspetti positivi:

Ease of use - Knowify is very easy to use, once set up. Online signatures is a great feature, and makes securing signatures a breeze. Online billing Sync's with quickbooks

Aspetti negativi:

Editing times in the time tracker is difficult. It took some time for our employees to get used to using the time tracker and fixing their time was difficult.

Knowify has given us a solution to a problem no-one else could solve

Commenti: It gives us a solution to a problem that EVERY contracting business must have but no accounts software seems to recognize it as a challenge.

Aspetti positivi:

It allows us to release invoices, in part, each month - something that should be so simple but no-one else seemed to have found a simple way to do it. Support, when needed has been excellent and very prompt.

Aspetti negativi:

I would like to have an easier way to visualize what has been billed and what is not billed - but the new dashboard goes some way towards that.

Everything in one place!

Commenti: The customer service team has been great! They have answered all of my questions, were they able to accommodate all of my requests maybe not but in the end, nothing is 100% perfect but knowify comes pretty close. I would definitely recommend it.

Aspetti positivi:

I can manage my leads, my proposals, my projects costs, my time sheets and the easy sync to Quickbooks make our day to day activities much simpler. We tried a lot of apps and Knowify was the only one who offered to customize our proposal templates which helped us extremely since we live in Quebec and needed french communication to our customers.

Aspetti negativi:

I would love to be able to manage my leads like a CRM as this would avoid me to pay and have another CRM tool. I would also love to see the capability to sync calendars with Google calendar for scheduled jobs and hopefully for CRM activities :).

Decent

Commenti: My overall experience is that there are room for improvements...

Aspetti positivi:

Has most of the options I am interested in using. Having written that though, it doesn't have all the options...

Aspetti negativi:

No monthly average for hours... I would like it to calculate pay... Be more user friendly with the company the work is being done...

Love Knowify. It has completely transformed my business for the better.

Aspetti positivi:

There is a fast turnaround for new features. You don't have to wait a year. The mobile app is CONSTANTLY updated. Try browsing a platforms app version history instead of customer reviews. Customer service is excellent, and if a solution does not exist for your problem one is created.

Aspetti negativi:

The only thing lacking is built-in app notifications and calendar integration (coming soon).

Amazing. Couldn't be a better product for my needs and Terrin's support is unparalleled.

Commenti: Save time

Aspetti positivi:

The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.

Aspetti negativi:

The mobile app is very limited in it's functionality for all users. It makes it difficult to do most of the things I'd like to do without being in front of my desktop.

A Great Tool - Really helped us get organized

Commenti: We started running our virtual biotech company on Knowify several months ago, and it's been enormously helpful. Since we have multiple labs (all over the place) doing work for us at any given point in time, and since many of our contracts specify that we cover various costs (like reagents, etc), giving our partners Knowify ID's has really helped us keep track of who is ordering what/when so that when the bills arrive we're never caught blindsided. I've also used it several times to reference contracts and old invoices - which is 100x better than rummaging through file cabinets. It would have been very painful for us to manage the growing complexity of our efforts with our old (manual filing + dropbox) ways, so Knowify is well worth the money for us. Admittedly we haven't had to use the invoicing / client management tools yet - but that's just the nature of our business - we won't have revenues for a few more years at least. Marc at Knowify was really helpful early on when I emailed him with a few questions, so 5 stars for service, too.