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Knowify
Description de Knowify
Destiné uniquement aux sous-traitants commerciaux et aux rénovateurs de résidences. Utilisez les performants outils de budgétisation pour créer des ventilations détaillées des matériaux, de la main-d'œuvre, des sous-traitants pour chaque phase du travail, puis transformez vos budgets en une offre en un rien de temps. Modèles d'offres entièrement personnalisables. Consultez les performances de votre travail avec des vues en temps réel de premier plan sur les coûts du travail comparés aux budgets. Synchronisez avec QuickBooks Online. Autres fonctionnalités : gestion des projets, des contrats et des CO, traitement des paiements, planification, gestion du temps, facturation proportionnée à l'avancement, etc.
Qui utilise Knowify ?
Les professionnels de la construction et les sous-traitants ayant besoin de gérer leurs contrats, projets, factures, ordres de modification, plannings et achats.
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Our company uses Knowify daily
Commentaires : The customer service from Knowify is amazing - they get back with quickly to answer any questions or concerns. They even hold webinars when they update things or just as a general topic webinar about the features.
Avantages :
Our company uses Knowify to track jobs for the most part. We love the organization of everything. Just very easy to use. We will continue using Knowify.
Inconvénients :
N/A Everything that we use Knowify for has worked to our advantage. I wish there were more reporting options - one that could pull all jobs and show all the information we are looking for. But overall we are pleased.
Up Your Game with Knowify
Commentaires : Everyone on the team is pleased with Knowify. Even the ones who were difficult to achieve buy-in from now see not only the necessity, but the value in having such a tool at their disposal. Knowify makes the task of managing our projects better.
Avantages :
Being able to track jobs, their profitability, our productivity/efficiency , job costing, expense management is a game-changer. The reporting and data we get from Knowify allows us to investigate areas where we need to improve, and then implement processes to achieve our goals.If we had to choose one thing that Knowify does it is Change Order Management. We are able to capture revenue from change orders more frequently, and for more completely than before Knowify. This alone is ROI making it worth every penny of our investment. We recommend Knowify to other subcontractors, and GCs regularly. Since we know what it has done for us, we share the benefits with others. The more organized our customers and other subs are, the better the entire industry becomes!We can't sing the praises of Knowify without mentioning their customer service. They provide the absolute BEST support of any platform we have ever used. Bar none! Their training is stellar, and their ongoing improvement of their product is impressive. They have now begun monthly focused training which I personally will not miss, and encourage my team to attend as part of their own development.
Inconvénients :
One of the pain points with Knowify is the generalities of its permission structure. We are actually working with their developers to create a more granular approach to this issue. Even though this is a "con," the fact that they truly listen and embrace our concerns, and then propose actual solutions is something we value greatly in our relationship with the Knowify team!On a lighter note, some of our folks just didn't like the name "Knowify." So, we took the orange "O" with the dashes on top and decided it was a head with a spiked hairdo. As such, we affectionately nicknamed Knowify. We call him "Spike"!
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.
Alternatives envisagées précédemment :
Very complete
Commentaires : We love Knowify
Avantages :
It has everything we need for tracking hours and expense
Inconvénients :
It doesn't have the option to request leave by employees