Knowify Base logo

Knowify Base

by Knowify · Since 2012
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ActiveAvailable globallyCloud
Quick facts
VendorKnowify
Year launched2012
StatusActive
LocationHeadquarters 45 Broadway, Suite 1440, New York, NY 10006, USA
Countries servedGlobal
Languages1
Integrations3+
Free tier
Free trialYES
Contact salesYES

About Knowify Base

Knowify Base is a project and service management software from Knowify that helps trade contractors bid, manage, and invoice commercial and residential jobs on time and on budget. It combines project execution, service work, and finances so contractors can efficiently handle their operations. With features designed specifically for the trades, Knowify Base offers a reliable QuickBooks integration, making financial management more straightforward. The software supports real-time tracking of projects and financial performance, allowing users to make informed decisions. Key capabilities: project execution service work financial tracking QuickBooks integration user-friendly interface Best for: trade contractors that need to manage various jobs and simplify their bidding and invoicing processes.

Knowify Base by Knowify is a cloud-based contract management solution meticulously designed to cater to the complex needs of construction businesses. With a focus on enhancing efficiency and professionalism in managing projects, the software provides a comprehensive suite of tools for job costing, project management, scheduling, invoicing, and seamless integration with QuickBooks. Its robust functionality and tailored features make it an invaluable asset for general contractors, subcontractors, and residential remodelers aiming to streamline their operations and achieve better project oversight. The user interface of Knowify Base stands out for its intuitive and user-friendly design. The dashboard is thoughtfully organized, offering quick access to essential tools and features that simplify navigation. Clear labeling of tabs and sections ensures users can easily locate functionalities, while design elements such as customizable dashboards and drag-and-drop capabilities enhance usability. A notable aspect is the simplicity with which users can create e-signature-ready proposals, a feature that adds to the software's practicality and appeal.

Pros & Cons

What users like
  • +Streamlined Project Management: Centralized document storage for easy access and organization.
  • +Efficient change order management with automated invoicing integration.
  • +Potential for improved project workflow and reduced administrative overhead.
What users flag
  • Limited customization options for invoices and quotes
  • Steep learning curve for new users
  • Some users report occasional bugs and glitches
  • Limited reporting capabilities compared to other similar software
  • No option to set up recurring invoices or payments.

Features

Key features

1. Project Management
Proposal creation
Budget tracking
Schedule management
Change order management
Document & photo storage
2. Job Costing
Real-time cost tracking
Budget vs. actual analysis
Progress billing
3. Team Management
Field team management
Time tracking
4. Financial Integration
Seamless QuickBooks Online integration
5. Mobile Accessibility
Access and manage projects on the go

Additional features

1. Proposals
Create professional proposals with customizable templates, itemized costs, and e-signature capabilities to win more business.
2. Estimates
Quickly generate accurate estimates based on historical data and customizable templates.
3. Project Management
Manage all aspects of a project's lifecycle, including scheduling, task assignment, and progress tracking.
4. Daily Logs
Capture daily work progress, issues, and photos to keep everyone informed and ensure accountability.
5. Change Orders
Easily create and manage change orders, including revisions to scope, costs, and schedules.
6. Documents & Photos
Centrally store and access all project-related documents and photos, including contracts, permits, and site photos.
7. RFIs & Submittals
Manage requests for information (RFIs) and submittals with subcontractors and suppliers to ensure timely approvals and avoid delays.
8. Customer Portal
Provide clients with a secure portal to access project information, view invoices, and communicate with the project team.
9. Job Costing
Track actual costs against budgeted amounts in real-time to identify potential cost overruns and make informed decisions.
10. Invoicing & Payments
Create and send professional invoices, track payments, and manage accounts receivable.
11. AIA Billing
Generate AIA-compliant invoices for architects and engineers.
12. Field Team Management
Assign tasks, track employee time and location, and communicate with field teams in real-time.
13. Time Tracking
Accurately track employee time spent on projects, including billable and non-billable hours.
14. Scheduling
Schedule and dispatch crews, manage equipment, and optimize resource allocation.
15. Subcontractors
Manage subcontractor information, track performance, and issue purchase orders.
16. Parts
Manage inventory of parts and materials, track usage, and generate purchase orders.
17. Equipment
Track equipment usage, maintenance, and costs.
18. Manage service and contract jobs on the same platform
Streamline the management of both project-based and recurring service work within a single system.
19. Connect Knowify to other apps
Integrate with other business tools, such as QuickBooks Online, Xero, and Google Calendar, to streamline workflows and improve efficiency.
20. Purchases
Manage purchase orders, track vendor payments, and reconcile expenses.
21. Expense Management
Track and reimburse employee expenses, including travel and meals.
22. QuickBooks
Seamlessly integrate with QuickBooks Online for accounting and financial reporting.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Essentials

USD 149

Advanced

USD 249

Countries & Languages

Global
Countries served
1
Interface languages
1
Billing currencies

Interface languages

English

Billing currencies

🇺🇸USD

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