Knowify for Field Services Software


 

Knowify is a cloud-based field service management solution that is designed for small to midsize service business operators. It is suitable for a variety of services, including painting, plumbing, electric and utilities.

Key features include contracts and estimates management, job scheduling, service calls and invoicing. It also offers a built-in approval system which allows foremen to enter purchase order details and communicate progress to the office. It also helps to create service tickets, generate work orders and assign daily tasks to the field technicians. Knowify's tablet-responsive interface allows foremen to manage their jobs from a tablet or mobile device when they are working in the field. It also provides a mobile app that offers GPS-enabled job site check-in and check-out for tradesmen.

Knowify also integrates with QuickBooks to help businesses manage their accounting needs. The system is available on a monthly subscription basis.

 

Knowify for Field Services - Dispatching
 
  • Knowify for Field Services - Dispatching
    Dispatching
  • Knowify for Field Services - Invoicing
    Invoicing
  • Knowify for Field Services - AIA
    AIA
  • Knowify for Field Services - Job Costing
    Job Costing
  • Knowify for Field Services - Jobs
    Jobs
  • Knowify for Field Services - Resource Scheduler
    Resource Scheduler
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8

41 Reviews of Knowify for Field Services

Showing 1-20 of 41

 

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Keith from Smarthome Creative Ltd

May 2018

May 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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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.

Pros

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.

Cons

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.

Review Source: Capterra
 

Sean from TCA Electric
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

We've been using Knowify for a couple of years and continually met our needs.

Ease-of-use

Functionality

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Value for Money

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Creating estimates and quotes, time tracking and sending invoices

Pros

Ease of use and it syncs with quickbooks, so no double entries when invoicing.
They are continually looking for feedback as to which features they should add next.

Cons

I wish I could send statements from Knowify, but I'm sure they're working on adding that feature soon.

Review Source: Capterra
 

Gregg from Gregg Home Services
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Great customer service

Ease-of-use

Functionality

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Value for Money

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Job costing - Quickbooks integration - time tracking - scheduling

Pros

The customer service team responds quickly and actually answers my questions. The job costing feature gives me a better financial picture of each job.

Cons

I wish it integrated scheduling with calendars for iCloud or android. Also wish I could do estimates or invoices on the app.

Review Source: Capterra
 


May 2018

May 2018

Knowify has made the process of paying vendors and tracking jobs incredibly easy.

Ease-of-use

Functionality

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Quick billing, detailed job tracking, and flexibility.

Pros

It's easy to use. The layout of menus makes it incredibly easy to navigate. The importing into Quickbooks happens lightning fast. There's a myriad of ways to handle POs making billing incredibly convenient. And the reports are useful.

Cons

Searches can be difficult to return to. They lack pagination customization. Sometimes I'd like to see 100+ results per screen!

Review Source: Capterra
 

Kathy from Southwest Earthwork LLC

May 2018

May 2018

Knowify has upped our job costing game dramatically

Ease-of-use

Functionality

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The entire team can access to review job costs and profitability

Pros

The thing we most like about Knowify is how simple and cost effective this addition to our QuickBooks software has been. We enter all our AR and AP transactions into Knowify and it syncs beautifully with QB. Absolutely love the built in AIA billing format and the ability to email out of the application. We also use the app in the field to capture and review employee time. It's very seamless.

Cons

The only thing I'd like is simple back button for the page you are on rather than having to start from the beginning.

Review Source: Capterra
 

Jenn from Custom Controls Group
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

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

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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!

Pros

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.

Cons

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.

Review Source: Capterra
 

Kathleen from Electrical/Electronic Manufacturing

May 2018

May 2018

Knowify is an easy to learn software system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

I like the ease of creating proposals, I love the new home screen. Knowify's customer service is top notch.

Cons

I would like the ability to enter zero when an employee is out for the day. Would like the ability to print the original proposals and change orders together. Customers complain about the invoicing, it's confusing.

Review Source: Capterra
 

Thomas from Secure Mechanical
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

I really enjoyed using the app

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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Pros

That I was able to use it on the fly when i need too and was really user friendly. Liked the fact i could track my hours as well

Cons

at amoount of time it took to update everytime i logged into the program and also when you deleted a file on you smartphone it caused a issue with loggin back into the app

Review Source: Capterra
 

Sara from Shoemaker Masonry Construction, LLC
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

Knowify has drastically simplified the admin side of our business.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Job costing & tracking, easy AIA style billing / invoicing.

Pros

The biggest pro of this is the step-by-step process from bidding to proposal to billing. We are easily able to track and manage each step of the process, produce AIA style invoices efficiently and track all payments in one application. And a huge shout-out to customer support - anytime I have an issue, they respond and are able to help us out within an hour or two (even outside of business hours).

Cons

Every once in a while there will be a glitch, sending payments over to quickbooks an extra time (but this also could be our synching with banking...). Either way, it's an easy fix as long as you are also managing your books correctly.

Review Source: Capterra
 

Mitchell from Texas Pride Custom Floors
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Very user friendly.

Ease-of-use

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Organization on a job-by-job basis so I can pinpoint where I can take advantage of making money and identifying where things cost us money. Nice to know overall. Excellent to know by the job.

Pros

The bird's eye views of your whole business. Ease of sending purchase orders and work orders to vendors and contradctors.

Cons

Would like the ability to rearrange individual line items (material line items) within a job phase on the proposal and contract phase.

Review Source: Capterra
 

Esther from Hypersign

May 2018

May 2018

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

Ease-of-use

Functionality

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Customer Support

Value for Money

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Pros

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

Cons

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

Review Source: Capterra
 

Josh from TruBlue

May 2018

May 2018

Knowify is the best, easiest tool out there hands down. All in one!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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Pros

Intuitive, robust, affordable, project management, time tracking, start to finish solution for running our service businesses.

Cons

It lacks full CRM functionality beyond the customer database. It has plugins for email marketing tools.

Review Source: Capterra
 

Joel from Oneway Renovation and Construction
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Wanted to make this a priority for my business, but customer service is terrible.

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A good idea of what I want. Otherwise, no benefit at all. This software, by itself, is a great concept, but the management team and the connectivity with my normal QB software is abhorrent.

Pros

Makes bids, change-orders, and scheduling easy. In theory - but not actuality - it should link with Quickbooks, which, if working, would be awesome.

Cons

Customer service doesn't take the time to determine what is wrong. There are several tiers of people who are trying to help, but they continue to give a quick reaction to solve the problem and don't really help. The program itself only links with Quickbooks occasionally. If you don't input information perfectly, it scrambles your numbers and can throw all of your books off. Getting access to human help is hard. The input work is way more work than the results.

Review Source: Capterra

  Response: Knowify, Knowify

Date: February 2018

February 2018

 

Hello Joel,

We are sorry to hear of your bad experience with our customer support. We at Knowify put an extremely high priority on all tickets and the majority of our customers will agree that this is one of the strongest parts of Knowify (as shown in many reviews on this page).

Your specific case threw us a curveball, as you had deleted your access to Knowify on a Friday night. Our customer support team is made up of specially trained technicians based out of the US, so dealing with a non-standard issue in the after hours might take a bit longer, especially if we have to involve our tech team. Even still, we did have your account back up by 7am the following morning.

Given that you like the product and the idea behind it, we hope you can work beyond this to try Knowify again in the future.

~The Knowify Team

 

Nate from Safe Harbor Commercial Roofing, Inc.

January 2018

January 2018

Knowify has helped us streamline our estimating process.

Ease-of-use

Functionality

Product Quality

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Value for Money

Ease-of-use
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Pros

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

Cons

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.

Review Source: Capterra
 

Erin from Polson Painting

December 2017

December 2017

Best customer service and ability to customize

Ease-of-use

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Pros

Ability to customize for our business, ease of use, customer reaction to the professional quotes and invoices, customer feedback is not only taken seriously but it is desired to provide the best product.

Review Source: Capterra
 

Keele from Paintech Ltd.

November 2017

November 2017

Love the Software ! Best one on the Market ! New App is Great !

Ease-of-use

Functionality

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Value for Money

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Pros

Tech Support is Awesome. I get answers to my questions in a timely manner. Company is open to suggestions on how to improve the program . They will customize reports based on my needs . They are always enhancing the Software to a more user friendly feel.

Cons

I would like to see more detailed Youtube Videos regarding how to use the software based on the current version. I would like to see more pop up links in the software "Click here to learn more "

Review Source: Capterra
 

Bob from CTM
Number of employees: 11-50 employees Employees number: 11-50 employees

November 2017

November 2017

Great progress!!

Ease-of-use

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Pros

Easy to use, web based. The tech support is extremely responsive. The PO and change order systems work great.

Cons

Lacking some features: Submittals; ability to copy breakdown items from one phase to another; very small amount of reports;

Review Source: Capterra
 

Jolyn from Billy Richards Enterprises
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

Nothing else like it!

Ease-of-use

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Easy paperless contracts and estimates.

Pros

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.

Cons

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.

Review Source: Capterra
 

Jeff from HighRoad Accounting

November 2017

November 2017

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

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Happy client

Pros

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

Cons

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

Review Source: Capterra
 

Ryan from Electrico, LLC

October 2017

October 2017

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

Ease-of-use

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Pros

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.

Cons

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

Review Source: Capterra
 
 
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