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
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
Customer Reviews
Features
47 features confirmed across
16categories· Showing confirmed capabilities only
Technician Management7features
AI LogbookDaily logsGeolocated Check-In GenerationIndividual check in / check out (online)Subcontractor ManagementSubcontractor managementOnboardingDesktop Activity TrackingReal-time activity trackingInternal Employee CommunicationReal-time field-to-office communicationGPS Check-insIndividual check in / check out (offline)
Platform & Customization7features
Blueprint Markup And AnnotationCustom BrandingBranded documentsRole-Based Access ControlUser permissions managementBack Office Data SyncReal-time two-way data synchronizationData ExportData export capabilitiesMulti-Company ManagementMulti-entity managementThird-Party IntegrationInstant payment sync to Knowify and QuickBooks Online
CRM & Sales6features
Automated Customer Touchpoints And SequencesProfessional customer communicationLead ManagementSales pipeline managementContract ManagementSubcontractsAutomated Customer TouchpointsClient text message remindersMaintenance Agreement ManagerService agreement managementImage And Video Sharing
Accounting Integration4features
Accounts PayableAccounts ReceivableBudgetingReal Time Job Costing Tracking Across Multiple Projects and EntitiesJob costing with real-time tracking
Scheduling & Dispatch3features
DispatchingRFI And SubmittalsSubmittals and RFIsScheduling OptimizationFlexible scheduling and dispatching
Invoicing & Payments3features
Milestone Or Percentage BillingProgress billingField Credit Card ProcessingPayment processing (ACH and credit card)Professional InvoicingProfessional invoicing
Mobile & Field Tools3features
Offline ModeIndividual check in / check out (offline)Technician Mobile AppMobile app for field techniciansLink Notes And Photos To Customers, Sites, Work Orders, Or Equipment
Equipment & Asset Management3features
Equipment TrackingAsset ManagementAlertsJob prioritization and flagging
Fleet & GPS Management2features
GPS TrackingGPS location trackingGeofencingGeofencing
Customer Communication2features
NotificationsCustomer Communication ToolsClient portal for project updates and communication
Inventory Management2features
Inventory ManagementInventory managementPurchase Orders
Estimating & Quoting1feature
Adjustable Pricing Factors
Reporting & Analytics1feature
Goal TrackingEstimator performance tracking
Compliance & Safety1feature
Prevailing Wage CompliancePrevailing wage labor tracking
AI & Automation1feature
Automation Rules
Training & Education1feature
Mobile-Friendly LearningMobile app
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.
