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Knowify

Project and service management software for trade contractors

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Description

Knowify is a comprehensive management solution tailored for trade contractors in the construction industry. It enables users to streamline project execution, organize service work, and maintain control of finances on a single, integrated platform. With features supporting every phase from bidding and scheduling to invoicing and job costing, Knowify helps contractors deliver work on time and on budget.

Built specifically for construction trades, Knowify offers seamless QuickBooks integration and automates essential tasks to reduce errors and improve profitability. Its user-friendly system is backed by award-winning U.S.-based support and flexible onboarding, ensuring contractors can manage both complex projects and fast-paced service calls with confidence.

Key Features

  • Comprehensive Project Management: Manage bids, proposals, scheduling, daily logs, and execution on one platform
  • Service Job Management: Real-time dispatching, appointment reminders, equipment tracking, and client service portal
  • QuickBooks Integration: Two-way sync with QuickBooks Online and Desktop for accounting, payroll, payments, and expenses
  • Automated Invoicing and Billing: Instantly generate invoices from budgets and accept ACH or credit card payments
  • Job Costing and Reporting: Track expenses, payments, and profitability with real-time WIP and financial insights
  • Document and Photo Management: Unlimited storage of project documentation and site photos, accessible via mobile app
  • Inventory and Subcontractor Management: Monitor parts, equipment, and subs with dedicated tracking and compliance features
  • Custom Workflows and CRM: Customizable Kanban boards and integrated CRM for managing contacts, tasks, and workflows

Use Cases

  • Managing commercial or residential construction projects
  • Running and dispatching field service jobs
  • Automating billing, invoicing, and payment processing
  • Integrating job data and finances with QuickBooks
  • Job costing and profitability analysis for trades
  • Tracking inventory, equipment, and subcontractors
  • Collaborating with clients via portals
  • Improving workflow efficiency for specialty contractors

Frequently Asked Questions

What types of projects can Knowify manage?

Knowify is designed to handle both commercial and residential construction projects, as well as fast-paced service jobs for trade contractors.

How does Knowify integrate with QuickBooks?

Knowify offers industry-leading two-way integration with QuickBooks Online and Desktop, syncing customers, vendors, expenses, invoices, payroll, and more.

Can Knowify be used for both project work and service calls?

Yes, Knowify is built to help contractors manage long-term projects and rapid service jobs from the same platform.

What support does Knowify offer its users?

Knowify provides award-winning, U.S.-based onboarding, training, and customer support for all users.

Is there a free trial available?

Yes, Knowify offers a 14-day free trial for new users to explore all features before subscribing.

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