Knowify Reviews

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.

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.

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.

Pros

I LOVE the invoicing system and contracts and having it sync with emails its great! Also the employees ability to check into a specific job. There is a lot to like. Also your customer service is great.

Cons

The CHECK/IN -OUT view vrs REVIEW time screen for clocking hours. I would prefer it these two features were combined with a running clock on clock/in out view. Im really working on my employees attendance record and lateness so when reviewing hours for payroll purposes it becomes redundant when I have to individually "fix" their clock in times. It's clunky and a little redundant. We also had problems with the old app but the new one seems to be working better as well as learning to use the job board more effectively. Also a way to change the job they are working on from the clock in/out view. I personally like this view the best not so crazy about review time.

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.

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.

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!

Pros

1.) Great YouTube tutorials.
2.) Easy software to start incorporating into your business.
3.) Knowify adding new modules of function in all areas of use
4.) Proactive customer service that is knowledgeable
5.) Consistently asking clients what can be added, that would help their company
6.) Software reporting

Cons

1.) Software glitches that affect our Knowify reporting
2.) getting a better grasp of templates (maybe a user issue)

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

Pros

Once the estimate is approved the office work is over. All employees are able to track there time and materials directly to the job with no extra work involved when it is time to invoice.

Cons

My employees do like not being able to view all of there entered time for the last two weeks, but I believe this might not be the case with the last update.

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.

Pros

I like the job cost part of it and the Change Orders. How it gives the client an option to sign them and send them back.

Cons

The guys have problems all the time with the clocking in. The app. Is very slow most of the times and sometimes they can't clock in at all. If this can be improved it would be great.

Pros

Interacts with QBO. Also like the reports available. Easy to navigate between open and outstanding jobs. Can attach documents all in one place.

Cons

Sometimes the feed between QBO and Knowify does not work. When this happens, I call support and they are able to fix it right away. They are very helpful.

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.

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.

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 "

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.

Pros

I like that the software is web based, the customer support group is fabulous, and it is very easy to use

Cons

Retainage push at final billing should not be combined with current month retainage accrual. They should be separate.

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.

Pros

Purchase orders and bills. The synchronizing with Quickbooks works smoothly and saves on data entry as well.

Cons

The scheduling features seem to be a little clunky. Sometimes the scheduled time goes into effect right away and other times it doesn't seem to work correctly.

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.

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).

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.

Pros

The product is perfectly designed for the service industry. It's a very easy to use tool with a very comprehensive feature set that makes running my business a breeze.

Cons

The mobile app is very limited in it's functionality for all users. It makes it difficult to do most of the things I'd like to do without being in front of my desktop.

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.