Knowify for Field Services software


43 reviews(4.5/5)
43 reviews(4.5/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 8

43 Reviews of Knowify for Field Services

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  • Leah from Accounting

    September 2018

    Great for Job Costing and Budgeting

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Max from Sun-Oak Construction

    May 2018

    Great management software with excellent customer support

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Keith from Smarthome Creative Ltd

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sean from TCA Electric

    Number of employees: 2-10 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gregg from Gregg Home Services

    Number of employees: 2-10 employees

    May 2018

    Great customer service

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kathy from Southwest Earthwork LLC

    May 2018

    Knowify has upped our job costing game dramatically

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jenn from Custom Controls Group

    Number of employees: 2-10 employees

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kathleen from Electrical/Electronic Manufacturing

    May 2018

    Knowify is an easy to learn software system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Thomas from Secure Mechanical

    Number of employees: 2-10 employees

    May 2018

    I really enjoyed using the app

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Sara from Shoemaker Masonry Construction, LLC

    Number of employees: 11-50 employees

    May 2018

    Knowify has drastically simplified the admin side of our business.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Mitchell from Texas Pride Custom Floors

    Number of employees: 2-10 employees

    May 2018

    Very user friendly.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Esther from Hypersign

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Josh from TruBlue

    May 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Joel from Oneway Renovation and Construction

    Number of employees: 2-10 employees

    February 2018

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Knowify, Knowify

    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

    Knowify has helped us streamline our estimating process.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Erin from Polson Painting

    December 2017

    Best customer service and ability to customize

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Keele from Paintech Ltd.

    November 2017

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

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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 "

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Bob from CTM

    Number of employees: 11-50 employees

    November 2017

    Great progress!!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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;

    This reviewer was invited by the software vendor to submit an honest review.
    Review Source: Capterra
  • Jolyn from Billy Richards Enterprises

    Number of employees: 2-10 employees

    November 2017

    Nothing else like it!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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