Knowify

Our company uses Knowify daily

Comments: The customer service from Knowify is amazing - they get back with quickly to answer any questions or concerns. They even hold webinars when they update things or just as a general topic webinar about the features.

Pros:

Our company uses Knowify to track jobs for the most part. We love the organization of everything. Just very easy to use. We will continue using Knowify.

Cons:

N/A Everything that we use Knowify for has worked to our advantage. I wish there were more reporting options - one that could pull all jobs and show all the information we are looking for. But overall we are pleased.

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

Comments: 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.

Concerns with Knowify

Comments: 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.

Very complete

Comments: We love Knowify

Pros:

It has everything we need for tracking hours and expense

Cons:

It doesn't have the option to request leave by employees

Alternatives Considered: Buildertrend

Reasons for Choosing Knowify: This program is more whole

Switched From: QuickBooks Time

GK Engineering UK Steel Contractor

Comments: Cost control is much better in my business now.

Pros:

Online. Easy integration. Running quickly.

Cons:

Client billing, retention and outstanding monies sometimes frustrating. Amending invoices can cause issues.