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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.

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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
5.5
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

46 features confirmed across 15categories· Showing confirmed capabilities only

Technician Management7features

AI LogbookDaily logsOnboardingDesktop Activity TrackingReal-time activity trackingGeolocated Check-In GenerationGPS Check-insIndividual check in / check out (offline)Time TrackingForeman timekeepingInternal Employee CommunicationProfessional customer communication

Platform & Customization6features

Blueprint Markup And AnnotationBack Office Data SyncCustom BrandingCustom branded documentsDocument ManagementUnlimited documents & photosThird-Party IntegrationInstant payment sync to Knowify and QuickBooks OnlineCustom TemplatesCalculated cost templates

Accounting Integration5features

Job CostingJob costingAccounting IntegrationExpense trackingBudgetingAccounts PayablePay appsAccounts ReceivableAccounts receivable management

Scheduling & Dispatch4features

Work OrdersWork ordersSchedulingCalendar, map, and team viewsDispatchingReal-time dispatchingProject ManagementRFIs & Submittals

CRM & Sales4features

CRMCRMAutomated Customer Touchpoints And SequencesContract ManagementSubcontractsImage And Video Sharing

Invoicing & Payments3features

Payment ProcessingPayment processingInvoicingView outstanding, paid, or overdue invoice statusMilestone Or Percentage Billing

Estimating & Quoting3features

Quoting & EstimatesEstimates & ProposalsChange OrdersChange ordersAdjustable Pricing Factors

Equipment & Asset Management3features

Equipment TrackingLive Equipment TrackingAsset ManagementAlertsJob prioritization and flagging

Fleet & GPS Management2features

GPS TrackingGPS location trackingGeofencingGeofencing

Customer Communication2features

Client PortalClient portalNotificationsAutomated appointment reminders

Inventory Management2features

Inventory ManagementInventory managementPurchase OrdersPurchase order management

Mobile & Field Tools2features

Offline ModeOffline mode synchronizationLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment

Reporting & Analytics1feature

ReportingWork-in-progress (WIP) reporting

AI & Automation1feature

Automation RulesAutomatically update project financials upon payment

Training & Education1feature

Day, Evening and Online Classes

Integrations 13 across 9 categories

Accounting 3
Intuit Enterprise Suite
QuickBooks Desktop

QuickBooks Desktop

QuickBooks Online

QuickBooks Time

Industry-Specific 3
AIA Contract Documents
Lumber
eBacon
Payment Processing 1
Billd
CRM 1
HubSpot

HubSpot

Communication 1
Slack

Slack

Field Service 1
CompanyCam

CompanyCam

Marketing 1
Mailchimp

Mailchimp

Productivity 1
Microsoft SharePoint
GPS & Fleet 1
FleetSharp

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.

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