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

48 Reviews of Knowify for Field Services

Showing 1-20 of 48

 

Start your review of Knowify for Field Services

Click to start
https://www.softwareadvice.com/field-service/knowify-review/


December 2018

December 2018

Recommend Knowify

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Nadia from Construction LCE Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Everything in one place!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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 :).

Review Source: Capterra
 

Wagner from Bridgeline General Construction
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2018

December 2018

The only software for Subcontractors

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Jim from Safe Harbor Commercial Roofing, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2018

December 2018

Great program for managing my commercial roofing company

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 


December 2018

December 2018

Business Tool

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Review Source: Capterra
 

Leah from Accounting

September 2018

September 2018

Great for Job Costing and Budgeting

Ease-of-use

Functionality

Product Quality

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
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.

Review Source: GetApp
 

Max from Sun-Oak Construction

May 2018

May 2018

Great management software with excellent customer support

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
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.

Review Source: Capterra
 

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

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

Product Quality

Customer Support

Value for Money

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

 
 
Write a Review