Knowify Erfahrungen

Our company uses Knowify daily

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

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

Vorteile:

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.

Nachteile:

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Kommentare: We love Knowify

Vorteile:

It has everything we need for tracking hours and expense

Nachteile:

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

GK Engineering UK Steel Contractor

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

Vorteile:

Online. Easy integration. Running quickly.

Nachteile:

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

I really like the software. It has made our invoicing system so much easier and job costing.

Kommentare: I have recommended it. Better organization of invoice tracking and employee productivity.

Vorteile:

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.

Nachteile:

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.

Game Changer for my company

Kommentare: Te main problem that I solved was time, now I have the bidding and invoicing in the same program.

Vorteile:

I like the ease of use, bidding and invoicing functions most.

Nachteile:

Imputing receipts and job costs. I am getting better at the process but I wish there were an easier way.

I would be "lost" without "MY" Knowify

Kommentare: I have been employed for one year and I continue to learn something new everyday using Knowify. This program contains so much information on each project and I don't have to search other programs for my needs.

Vorteile:

Our company completes projects for cities, counties and government and each requires weekly Certified Payroll documents. With Knowify I can use the custom feature and it gives me the exact project, sign in and sign out times, hours and days. Makes my job so much easier.

Nachteile:

I would like to see Knowify have an area you can store documents ie: Contracts, bonds etc that attached to each individual project .

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

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Good Program for Contractors

Kommentare: We've been able to take most of our business electronically, which helps us improve our business and helpls our client communicate with us.

Vorteile:

The customization you can make to quotations, line items and the catalog.

Nachteile:

The scheduling software is very basic. and does not have abilities to add more details so we use another program for this.

Knowify has drastically simplified the admin side of our business.

Kommentare: Job costing & tracking, easy AIA style billing / invoicing.

Vorteile:

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).

Nachteile:

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.

Overall Good Software for Construction Industry

Kommentare: Pretty good experience overall. Would recommend for small and medium sized business that needs to streamline their contracts.

Vorteile:

Product is easy to use, good interface. Like the sub-client feature. Really like the ability to customize the contract.

Nachteile:

Needs better reporting systems for our commissions sales reps. Needs separation between sales rep contracts.

Easily tracks jobs and costs associated with the jobs.

Kommentare: All documents and invoicing in one place. Interacts with QBO.

Vorteile:

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

Nachteile:

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.

Knowify has given us a solution to a problem no-one else could solve

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Everything in one place!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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 :).

Knowify is a great produt

Vorteile:

Knowify is very intuitive. It is easy to use and immensely helps with our daily project needs.

Nachteile:

Knowify can seem sluggish when I am entering numerous bills.

Great for organizing our active work day

Kommentare: Benefit are ongoing as we realize the actual potential of and how powerful a tool it can be if utilized properly

Vorteile:

Excellent communication tool, helps to see the job location and if any issues arise immediate results.

Nachteile:

Some of the people trying to use the program mainly.

Knowify is the best, easiest tool out there hands down. All in one!

Vorteile:

Intuitive, robust, affordable, project management, time tracking, start to finish solution for running our service businesses.

Nachteile:

It lacks full CRM functionality beyond the customer database. It has plugins for email marketing tools.

New customer in the subcontractor trade

Kommentare: So far while still in trial I can not wait to show my boss this who has been relying on me to find a PM software for the company!

Vorteile:

I really love how I can keep track of all my jobs from active to still in bid process. I can schedule guys to any job, do time sheets, and even a catalog to help us keep track of pricing and material pick ups! It topped the cherry for us when we discovered the app.. with many Spanish employees this is the first app I’ve seen that can work in Spanish. And the punch in and clock out feature along with geo fencing is very nice.

Nachteile:

I wish the specific labor rates could be involved in one of the lower plans instead of the highest plan, which is legit the only reason I have to use their highest plan.

Business Tool

Kommentare: Continuity through our sales process.

Vorteile:

It has many useful features, templates, job costing, digital signature, customer support is fantastic.

Nachteile:

User interface is a little clunky. Reports have a long way to go.

Knowify has helped us streamline our estimating process.

Vorteile:

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

Nachteile:

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.

Great program for my roofing company

Kommentare: Saves time in estimating and tracking the progress on projects and service.

Vorteile:

This program makes it easy to track projects and the cost associated with those jobs. The added functionality of the estimating part saves us from making custom spreadsheets. The customer service is exceptional.

The only product out there to attempt to tackle the various types of jobs and billing in the trades.

Vorteile:

The ability to create different contract styles, as well as T&M work is invaluable to a company that has many different customer types. Also, doing service work tickets and dispatching has become easier for the office staff. The time keeping per job has been much more accurate than our old paper system creating more billable hours instantly.

Nachteile:

The app has been challenging for the field techs to use to add materials. We track inventory and have around 2800 different parts, it can be cumbersome to find the correct part to add to a ticket.

Software is great and customer support team is incredibly responsive

Vorteile:

It's a comprehensive software solution for all facets of my business. The customer support team is great whenever I need help.

Very user friendly.

Kommentare: 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.

Vorteile:

The bird's eye views of your whole business. Ease of sending purchase orders and work orders to vendors and contradctors.

Nachteile:

Would like the ability to rearrange individual line items (material line items) within a job phase on the proposal and contract phase.