Avis clients sur Knowify

Absolutely the best job costing app for subcontractors and trades that integrates with QuickBooks.

Commentaires: We love sharing this software and its great features with our construction clients. To my mind there is no better job costing app on the market today for subcontractors and tradesmen in commercial construction.

Avantages:

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.

Inconvénients:

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.

Amazing product

Commentaires: Knowify has allowed us to streamline our processes, understand our costs and become more profitable.

Avantages:

It is very easy to learn, and use. It keeps all of our information in one place.

Inconvénients:

I am happy with all the features currently.

Concerns with Knowify

Commentaires: 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.

Avantages:

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.

Inconvénients:

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.

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

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

Avantages:

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.

Inconvénients:

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.

Run your business efficiently

Commentaires: I have used the demo version of the software and I can say it is great software with many features that can allow users to grow their businesses and make profits.

Avantages:

It has an organized dashboard and many features. Users can easily start a new project, add a description, divided the job into phases, and set the budget for each phase. The budget is detailed into materials, labor, and subcontractor costs. This can help users estimate the cost Vs profits for each phase. The program makes it easy to calculate materials and labor costs, just add the price per unit and charge per hour then add the total amount of units and the total number of hours. I like that data can easily sync with other accounting software like QuickBooks. Users can create work schedules for their staff and send them messages on their Knowify mobile app to give them tasks and the time frame. I like the time tracker and the detailed reporting module. Finally, I like that it is a paperless based system. Users can send emails with their proposals for e-signature. Also, they can send invoices with links for online payment.

Inconvénients:

Knowify is great, but it requires a high level of experience with similar apps. On the other hand, it is appreciated that newcomers can download a demo version to practice, also the software has built-in user service templates.

Knowify has made the process of paying vendors and tracking jobs incredibly easy.

Commentaires: Quick billing, detailed job tracking, and flexibility.

Avantages:

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.

Inconvénients:

Searches can be difficult to return to. They lack pagination customization. Sometimes I'd like to see 100+ results per screen!

Try to "live" in Knowify every day.Customer service is great!

Commentaires: 1.) Ease of use
2.) Consistently upgrading features
3.) Basic reporting
4.) Priced competitively

Avantages:

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

Inconvénients:

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

Recommend Knowify

Commentaires: It has cut our administrative time in half.

Avantages:

Knowify is very user friendly and easy to use. It comes with AIA Billing at a very affordable price. It also syncs to our Quickbooks so there is no need for double entry.

Inconvénients:

I would like to see a more itemized schedule of values.

Easy experience to ensure job costs are tracked correctly and accurately.

Avantages:

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

Inconvénients:

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.

Great Program, I wish it could be tailored to architects more

Commentaires: We use Knowify for creating proposal and invoices. We integrate with Quickbooks so it's great that it ties into our accounting software.

Avantages:

We switched to Knowify essentially for the way it show invoices with the % billed, % complete etc. The job costing functions are also pretty useful.

Inconvénients:

It can be difficult to use. The program was built for contractors, as an Architecture firm we struggle sometimes with forcing it to do what we need. Generally we have been able to make it works for us though.

Nothing else like it!

Commentaires: Easy paperless contracts and estimates.

Avantages:

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.

Inconvénients:

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.

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

Commentaires: 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.

Avantages:

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.

Inconvénients:

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.

Knowify has made our billing so much easier.

Commentaires: Knowing that all the calculations on my pay applications is correct is invaluable.

Avantages:

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

Inconvénients:

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

Knowify Review

Commentaires: After learning more about Knowify I can move easily between it's functions. It makes quoting simple and efficient.

Avantages:

I like that Knowify allows me to do everything from a lead to a bid to a contract.

Inconvénients:

Knowify can sometimes be finnicky with it's search engines.

Best customer service and ability to customize

Avantages:

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.

Knowify has helped us streamline our estimating process.

Avantages:

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

Inconvénients:

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

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

Avantages:

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.

Avantages:

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.

Inconvénients:

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.

I have a small contracting business and this software combined with QuickBooks works great.

Commentaires: The ability to easily track my projects costs and to keep track of employees time in order to run payroll.

Avantages:

It allows me to track costs per project. Time entry is very easy and when combined with QuickBooks allows me to run payroll quickly. The reporting system makes it easy for me to perform my work in progress calculations and all my financials.

Very user friendly.

Commentaires: 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.

Avantages:

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

Inconvénients:

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

Great Idea, Wish it worked better

Commentaires: Takes so much time to ensure Time is put to the correct job. Wish it made a HARD Job Number, sequential, noneditable.

Avantages:

Customer Sales Tool, and contract managment.

Inconvénients:

Amount of effort to have Tsheets apply to the Job to start. The way a contract is decided, Your Phases, might not be how I want to track costs and time. I don't trust the numbers. I want all hours and materials accounted for to the job as a whole. I don't want to spend hours deciding what phase each expense or hour spent goes to.

Great customer service and all around software

Commentaires: The customer service at Knowify is exceptional. CSR was very helpful in setting up my account and answering any questions I have. I would recommend Knowify to any business owner.

Avantages:

Very easy to use and includes everything I need all in one place

Inconvénients:

There's really nothing I don't like about the software. It is very helpful and I use it everyday.

Knowify Review

Commentaires: It is a good fit for our business. Looking forward to future improvements.

Avantages:

Ability to track job costing and payroll through one application.

Inconvénients:

Flexibility of job cost categories. A bit of customization options would be nice.

Great for Job Costing and Budgeting

Avantages:

I was impressed with the job costing and budgeting functionality. This also includes time tracking with GPS that was very important for our business.

Inconvénients:

Ultimately, I was looking for a software that had more workflow management and job tracking functionality and this software was not chosen, but I believe it is a great software for companies with less jobs. The company I was working for had many small jobs that required a lot of workflow management.

Great Job Costing for all specialty contractors

Commentaires: I am a bookkeeper and accountant and it has helped my client.
He is actually a designer, so we made a lot of customization. Vinny is Great at Knowify and walks you through and answers all questions.

Avantages:

The budgeting, invoices and payments snyc Great with Quickbooks Online.

Inconvénients:

It takes some time to learn the software and setup.