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.



61 Reviews of Knowify for Field Services

Overall rating

4.48 / 5 stars

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Showing 1 - 20 of 61 reviews

December 2018

Sara from Garage Door Store

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

2 of 5

Functionality

4 of 5

December 2018

Knowify Review

After learning more about Knowify I can move easily between it's functions. It makes quoting simple and efficient.

Pros

I like that Knowify allows me to do everything from a lead to a bid to a contract.

Cons

Knowify can sometimes be finnicky with it's search engines.

December 2018

stacy from finish point trim & millwork

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

December 2018

Has some issues but, good overall

I was very unimpressed with tech support. I do love the slickness of the software and our employees absolutely love it as a time tracker.

Pros

Pretty well organized, effective time tracker, nice to track profitability.

Cons

Too many emails to employees (it sends an email every time a purchase is approved), complicated invoicing on time and materials jobs. I want more flexibility with how I want my invoices to read.

December 2018

Ashley from Blackhawk Security, LLC

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

1 of 5

Customer support

3 of 5

Functionality

2 of 5

December 2018

Good app, not for every type of company

Overall, definitely recommend if you're a basic contracting company. Does this software work? Yes. Is it for every type of professional service company? No.

Pros

The easy to navigate website and features, and the fact that they will try to accommodate your business needs within the app.

Cons

The support, even from the owner, can be condescending; customer service quality could be improved drastically. A lot of attention grabbing features get added to the site however, they do not appear to be thoroughly tested because they are always failing in some way. The communication between quickbooks and knowify could be improved as well as the zapier integration. The time tracking and break down of services and how you manage projects could also be improved drastically. For what we are paying I definitely expected more.

December 2018

Gavin from Castle Electric Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Great for the sub-trades

Knowify entered our business at the right time and it has been reliable. We've had our challenges navigating the options to find the right tools to use in each scenario, but it's been well employed since. Custom reports, automated tools, and a mobile event calendar would help knowify replace a few other tools that we are using

Pros

Knowify excels in connecting the user with the client in terms of financials. Contracts are made easily and change order management is a breeze

Cons

There are some inconsitincies in the UI where depending on the billing style of a project, different form fields are presented for very similar tasks. When creating a project, it's very important to know what information will be available to share to the client before attributing time or materials to the project. The calendar doesn't bring much value to our business where scheduling can be down to the 15 minute interval and mobile use is necessary.

December 2018

Elizabeth from Independence Renewable Energy

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

3 of 5

December 2018

Concerns with Knowify

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.

Pros

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.

Cons

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.

December 2018

Helen from Star Consulting, LLC

Company Size: 1 employee

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Great Job Costing for all specialty contractors

I am a bookkeeper and accountant and it has helped my client. He is actually a designer, so we made a lot of customization. Vinny is Great at Knowify and walks you through and answers all questions.

Pros

The budgeting, invoices and payments snyc Great with Quickbooks Online.

Cons

It takes some time to learn the software and setup.

December 2018

Norm from Independence Renewable Energy LLC

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

3 of 5

Customer support

3 of 5

Functionality

4 of 5

December 2018

Knowify Review

It is a good fit for our business. Looking forward to future improvements.

Pros

Ability to track job costing and payroll through one application.

Cons

Flexibility of job cost categories. A bit of customization options would be nice.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Recommend Knowify

It has cut our administrative time in half.

Pros

Knowify is very user friendly and easy to use. It comes with AIA Billing at a very affordable price. It also syncs to our Quickbooks so there is no need for double entry.

Cons

I would like to see a more itemized schedule of values.

December 2018

Andrew from Core Energy Group

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

2 of 5

Customer support

2 of 5

Functionality

3 of 5

December 2018

Great Idea, Wish it worked better

Takes so much time to ensure Time is put to the correct job. Wish it made a HARD Job Number, sequential, noneditable.

Pros

Customer Sales Tool, and contract managment.

Cons

Amount of effort to have Tsheets apply to the Job to start. The way a contract is decided, Your Phases, might not be how I want to track costs and time. I don't trust the numbers. I want all hours and materials accounted for to the job as a whole. I don't want to spend hours deciding what phase each expense or hour spent goes to.

December 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

December 2018

Good Program for Contractors

We've been able to take most of our business electronically, which helps us improve our business and helpls our client communicate with us.

Pros

The customization you can make to quotations, line items and the catalog.

Cons

The scheduling software is very basic. and does not have abilities to add more details so we use another program for this.

December 2018

michael from Winner's Circle Painting

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Customer Support

Every problem and question has been resolved

Pros

The customer support is awesome. I get questions answered pretty quickly. The support staff remains in contact with me until the issue is resolve and I am satisfied. They also are willing to take suggestions to make the software better for the users.

Cons

I really don't have any cons about the product

December 2018

Nadia from Construction LCE Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

Everything in one place!

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.

Pros

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.

Cons

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 :).

December 2018

Wagner from Bridgeline General Construction

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

December 2018

The only software for Subcontractors

Satisfied with where we are right now.

Pros

Great for companies that are between residential and commercial jobs

Cons

Needs to be a bit more flexible with customizability. Especially with Project calendars.

December 2018

Jim from Safe Harbor Commercial Roofing, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Great program for managing my commercial roofing company

This software makes sure we are being profitable and shows us where we need to do better on different kinds of jobs.

Pros

This software tracks my employee time and job location. Great for seeing how long jobs are actually taking. The estimating portion is awesome once you have your pricing entered. Estimating templates make sure you don't forget parts or pieces to the estimate. Great customer service!

Cons

No cons as of yet. Been using this software for over a year.

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

3 of 5

Customer support

5 of 5

Functionality

3 of 5

December 2018

Business Tool

Continuity through our sales process.

Pros

It has many useful features, templates, job costing, digital signature, customer support is fantastic.

Cons

User interface is a little clunky. Reports have a long way to go.

December 2018

Kelly from GDS Overhead Doors - The Garage Door Store - Barrie

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Great for organizing our active work day

Benefit are ongoing as we realize the actual potential of and how powerful a tool it can be if utilized properly

Pros

Excellent communication tool, helps to see the job location and if any issues arise immediate results.

Cons

Some of the people trying to use the program mainly.

December 2018

Matt from Carpentry Plus, Inc.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

We like knowify!

Our ability to track job profitability, manage employee's time, and provide easy reporting for the bosses has been fantastic.

Pros

The ability to easily track, submit, and export the financial status of each job we have.

Cons

Not everything exports and imports from Quickbooks.

December 2018

Robin from Signature Electric Ltd.

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Knowify Review

Pros

I like the software it does all the job costing.

Cons

I don't have any cons regarding this software.

September 2018

Leah from Accounting

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

3 of 5

September 2018

Great for Job Costing and Budgeting

Pros

I was impressed with the job costing and budgeting functionality. This also includes time tracking with GPS that was very important for our business.

Cons

Ultimately, I was looking for a software that had more workflow management and job tracking functionality and this software was not chosen, but I believe it is a great software for companies with less jobs. The company I was working for had many small jobs that required a lot of workflow management.

May 2018

Max from Sun-Oak Construction

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

May 2018

Great management software with excellent customer support

Pros

Customer support is second to none. Issues are usually responded to and dealt with, within the hour. Easy to navigate and intuitive.

Cons

Some small annoying glitches that pop up from time to time. Usually sorted out quickly and efficiently but annoying nonetheless.