About Knowify for Field Services

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 s...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 8

70 Reviews of Knowify for Field Services

Average User Ratings

Overall

4.50 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.0

Ratings Snapshot

5 stars

(43)

43

4 stars

(22)

22

3 stars

(7)

7

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 70 results

October 2017

Tonya from Schulte and Schulte

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

October 2017

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

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.

Pros

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.

Cons

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.

October 2017

Tierney from New Town Painters

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

2.0

Value for money

2.0

Customer support

5.0

Functionality

3.0

October 2017

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

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

Pros

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.

Cons

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.

July 2016

Michael from Parkway Business Solutions

Company Size: 2-10 employees

Industry: Accounting

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

July 2016

This is how it should be and it's only getting better

Knowify is singularly impressive in it's ability to speak to both the complex and real time needs of contractors while satisfying the employee, office staff, and the accountant's requirements. Our office has tried repeatedly to classify this program, as estimation, project management, AR, job costing, etc. when speaking with clients, and ultimately with each new client we find it is more than that, it is simply the right answer for the right problem for contractors. Combine Knowify's ever growing list of built in (and truly astonishing) benefits, with a staff who are willing to take our's, and I'm sure many, users suggestions for improved useage and the result is a company you want to see leading the market.

Pros

By far the best feature of Knowify is that, with a seemingly simple but comprehensive interface, the program is intuitively generating more beneficial outputs, then we could first imagine.

Cons

At first blush the interface seems very directed in how one should use it, but we began, after working with the demo, to find it slightly obtuse when faced with little ideosyncrasies common to many contractors. So far the team at Knowify has not disappointed in aiding us with these minor hiccups, which tended to be a lack of understanding on our end about certain settings, and not the program itself.

December 2019

John from Oceans Elite Construction

Company Size: 2-10 employees

Industry: Construction

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

4.0

December 2019

Great Program

I finally feel organized in my business.

Pros

This software makes it very simple to make change orders, simple invoicing, and great documentation.

Cons

Some times the address look up system does not work. The phone log in app tends to lag or not work at times. I wish I could add lines in-between existing lines on the break down or bill of materials. This would be for grouping reasons. To make is easier to understand.

Reasons for Choosing Knowify for Field Services

It was highly recommended by a friend.

December 2018

Elizabeth from Independence Renewable Energy

Company Size: 2-10 employees

Industry: Electrical/Electronic Manufacturing

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

3.0

Functionality

3.0

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.