What is Knowify?
Knowify provides a powerful, unified platform for trade contractors to efficiently manage all aspects of project execution, service work, and company finances. With deep integration with QuickBooks, the software enables seamless data synchronization for invoicing, payroll, purchases, and more. Contractors can handle bids, proposals, scheduling, time tracking, change orders, daily logs, and client communication all within a single system, helping to drive efficiency and accuracy across commercial and residential projects.
Automation and real-time tracking capabilities allow users to reduce administrative workload, monitor expenses, and gain actionable financial and operational insights. Knowify empowers businesses to streamline operations, improve ticket resolution, and make data-driven decisions that increase profitability while maintaining control over inventory, subcontractors, and project documentation in a secure, scalable environment.
Features
- QuickBooks Integration: Seamlessly syncs data with QuickBooks for invoicing, payroll, purchases, and expenses.
- Project Management: Handles estimates, proposals, contracts, scheduling, task assignment, and real-time progress tracking.
- Service Management: Offers real-time dispatching, appointment reminders, field operations, and client communication tools.
- Automated Invoicing: Generates invoices based on project progress or service work and processes payments online.
- Job Costing & Financial Reporting: Tracks project costs, labor, materials, and profitability with real-time dashboards and WIP reporting.
- Inventory Management: Monitors parts, materials, and equipment across projects, warehouses, and job sites.
- Mobile App: Empowers field teams to manage tasks, track time, upload photos, and access schedules on the go.
- Client Portal: Enables clients to view project status, documents, change orders, and make payments online.
- Document & Photo Management: Organizes and secures unlimited files and jobsite images for projects.
- Custom Workflows & CRM: Supports customizable workflows, client relationship management, and integration with other tools via Zapier.
Use Cases
- Managing multiple construction projects from bidding through completion.
- Automating invoicing and payment processing for service jobs and long-term projects.
- Tracking labor, materials, and project expenses for accurate job costing and profitability analysis.
- Streamlining dispatching and scheduling for field service teams.
- Organizing all project documentation, photos, and communication in a centralized system.
- Synchronizing project and financial data between operational teams and accounting via QuickBooks.
- Providing clients with real-time access to project progress, documents, and invoices.
- Improving compliance and oversight through automated change orders, licensing, and insurance alerts.
FAQs
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Does Knowify offer a free trial?
Yes, Knowify offers a 14-day free trial for new users to explore its features. -
What types of businesses is Knowify best suited for?
Knowify is specifically designed for trade contractors, including electrical, plumbing, HVAC, painting, remodeling, concrete, and excavating businesses. -
What support is available for new Knowify users?
Knowify provides award-winning onboarding, training, and 100% U.S.-based customer support for all users. -
How does Knowify help manage job costing and profitability?
Knowify automatically tracks expenses and payments for each job, providing real-time financial insights and work-in-progress reporting. -
Can Knowify handle both project and service work?
Yes, Knowify allows you to manage complex construction projects as well as fast-paced service calls on a single platform.
