Knowify
by Knowify
Last updated Mar 29, 2026 · 1 revision
Back-office management software for trade contractors with job costing, WIP reporting, and real-time QuickBooks sync.
Highlights
Capabilities
Media
www.knowify.com
About This Product
Knowify centralizes bids, proposals, change orders, scheduling, daily logs, and invoicing for HVAC, plumbing, and electrical contractors. Features real-time two-way QuickBooks Online sync, work-in-progress reports, job costing dashboards, and payment processing for teams of 10 to 200 employees.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 6.0
Features 6.5
Support 5.0
Value 6.0
Integrations 8.0
AI Capabilities 1.5
Features
65 features confirmed across
16categories· Showing confirmed capabilities only
Platform & Customization10features
Blueprint Markup And AnnotationCustom TemplatesDocument ManagementCustom BrandingBranded documentsRole-Based Access ControlUser permissions managementApproval ManagementBack Office Data SyncReal-time two-way data synchronizationData ExportData export capabilities
Show 2 more
Multi-Company ManagementMulti-entity managementThird-Party IntegrationInstant payment sync to Knowify and QuickBooks Online
Technician Management8features
AI LogbookDaily logsGeolocated Check-In GenerationIndividual check in / check out (online)Subcontractor ManagementSubcontractor managementOnboardingTime TrackingTime trackingDesktop Activity TrackingReal-time activity trackingInternal Employee CommunicationReal-time field-to-office communicationGPS Check-insIndividual check in / check out (offline)
CRM & Sales7features
CRMCRMAutomated Customer Touchpoints And SequencesProfessional customer communicationLead ManagementSales pipeline managementContract ManagementSubcontractsAutomated Customer TouchpointsClient text message remindersMaintenance Agreement ManagerService agreement managementImage And Video Sharing
Scheduling & Dispatch6features
Work OrdersWork ordersDispatchingSchedulingSchedulingProject ManagementRFI And SubmittalsSubmittals and RFIsScheduling OptimizationFlexible scheduling and dispatching
Accounting Integration6features
Job CostingAccounting IntegrationAccounts PayableAccounts ReceivableBudgetingReal Time Job Costing Tracking Across Multiple Projects and EntitiesJob costing with real-time tracking
Invoicing & Payments5features
InvoicingPayment ProcessingPayment processingMilestone Or Percentage BillingProgress billingField Credit Card ProcessingPayment processing (ACH and credit card)Professional InvoicingProfessional invoicing
Mobile & Field Tools4features
Offline ModeIndividual check in / check out (offline)Technician Mobile AppMobile app for field techniciansDigital SignaturesLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Estimating & Quoting3features
Quoting & EstimatesAdjustable Pricing FactorsChange OrdersChange orders
Customer Communication3features
Client PortalClient portalNotificationsCustomer Communication ToolsClient portal for project updates and communication
Reporting & Analytics3features
ReportingAnalyticsGoal TrackingEstimator performance tracking
Equipment & Asset Management3features
Equipment TrackingAsset ManagementAlertsJob prioritization and flagging
Fleet & GPS Management2features
GPS TrackingGPS location trackingGeofencingGeofencing
Inventory Management2features
Inventory ManagementInventory managementPurchase Orders
Compliance & Safety1feature
Prevailing Wage CompliancePrevailing wage labor tracking
AI & Automation1feature
Automation Rules
Training & Education1feature
Mobile-Friendly LearningMobile app
Integrations 25 across 11 categories
Productivity 6
Google Calendar
Google Calendar
Google Forms
Google Forms
Google Sheets
Google Sheets
Microsoft Excel
Microsoft Excel
Microsoft SharePoint
Trello
Trello
Communication 4
Gmail
Gmail
Outlook
Microsoft Outlook
Slack
Slack
Twilio
Twilio
Accounting 3
Intuit Enterprise Suite
QuickBooks Desktop
QuickBooks Desktop
QuickBooks Online
QuickBooks Time
Industry-Specific 3
AIA Contract Documents
Lumber
eBacon
Payment Processing 2
Billd
Square
Square
CRM 2
HubSpot
HubSpot
Pipedrive
Pipedrive
Field Service 1
CompanyCam
CompanyCam
Marketing 1
Mailchimp
Mailchimp
HR & Payroll 1
Paychex
Paychex
GPS & Fleet 1
FleetSharp
Data & Automation 1
Zapier
Zapier
Pricing
- Model
- Subscription
- Starting at
- $99/mo
- Notes
- Essentials: $149/mo (annual). Advanced: $249/mo (annual). Unlimited: custom pricing. 20% discount for annual billing. Essentials for solo operators/small businesses. Advanced adds team management, project finance controls. Unlimited includes all features and reports. Built specifically for trade contractors — bid, manage, invoice commercial and residential jobs.
