Knowify 2.0

Our new release is live: Welcome to Knowify 2.0!

These are our main enhancements:

  1. Foundation for our exciting new Service Tickets module, which we will enable this weekend (no further downtime is expected).
  2. Dashboard Feed to enhance communications within your organization.
  3. Significant enhancements to the mobile app to support the service tickets features. Google and Apple are reviewing the app update now; you should be able to download the Android version on Monday, and the iOS version by the end of next week.
  4. Improved performance of the system, particularly in the TimeTracker.

Thank you again for choosing Knowify to help run your business. Please feel free to reach out to us if you have any questions, or if you encounter any issues with the new release.

Allocating materials to jobs

With Knowify, it’s very easy to allocate materials to your jobs and make sure you keep track of your costs. Check out our short video tutorial on material allocation to learn more!

New Release for Contractors

We’re pleased to announce the release of some exciting new features in Knowify!
New Features:
  1. Your employees no longer need an email to be added to the system
  2. Subclient creation in Knowify
  3. Subcontractors in project plan
  4. Improved control over Invoice / Bill QB sync
  5. Automatic alerting for PMs and team members when an upstream task is completed
Noteworthy Fixes:
  • Equipment timecards should now work properly
  • The Mobile app issues for users with >1000 clients should be resolved
Video Tutorials:
Full Overview of Knowify:
Create a job and cost it out:
Create an estimate:
Invoice your clients:

Organize your business with Knowify

How much thought have you put into managing your equipment?

Knowify makes it easy to manage your business, from the office or on the go. But how much thought have you put into managing your equipment? One important area where a bit of time and effort now can save you a lot of time and effort in the future is loss and theft of equipment.

Imagine discovering that a drill is missing just when you’re about to head out for an important job. You have no idea for how long it has been missing or who last used it and where. You’re running late for the job but you have no idea if there are any other drills left or where they are. Not a fun situation!

Luckily you can avoid this kind of drama with a few simple tips.

  1. If equipment you were using is lost or stolen, contact the person in charge of equipment management as soon as possible. The sooner a theft is reported to the police or the search for a missing item is started the better the odds of recovering the equipment.
  2. Always keep track of who last used equipment. This will save you valuable time once something goes missing. Avoid having to contact everyone on your team just to establish who last used a missing piece of equipment!
  3. Store the details of all of your equipment in one place so you can easily file a report. Do you know the serial numbers of all of your equipment by heart? Keep track of this information so you can easily file a police report to have the best chance of reclaiming your valuable equipment.
  4. Don’t just check equipment out, check it in as well so reporting of theft or loss can be done as quickly as possible. By requiring items to be checked in you notice that an item is missing when it is overdue, not when it is urgently needed two weeks later.
  5. Keep track of all of your equipment to minimize the impact of an item being stolen or lost. If you have a full overview of all of your material you can quickly find a spare or know if you need to order a replacement.
  6. Use the right software and tools. You don’t use a horse-drawn cart to get around, so why would you use an equally outdated method to track your equipment? Spreadsheets are an improvement over pen and paper, but they have their drawbacks too. Using the right tools will make your equipment management and your business as a whole more efficient.

It is difficult to 100% prevent loss and theft of your assets – but you can prepare yourself to handle the inevitable so it has less of an impact on your business!

And this is just one of the many ways in which modern software can make your life easier – read here how they can improve your relationship with your clients.

This guest blog was written by Henri Van Bost, Marketing & Content Manager for CHEQROOM. He loves new technology, with a focus on how it can make our everyday lives easier and more comfortable!

New Release for Professional Services Firms

We’re pleased to announce the release of some exciting new features in Knowify. Task Management just got better thanks to the feedback from the Knowify community!

Release Notes:

Task Management

After launching on-the-fly task management one month ago, we have been working hard to make it even better. Now you can (1) see what tasks are blocking progress in a project, (2) create dependencies across tasks and milestones, or (3) let people in your organization mark tasks as completed when they are done. With task management, your firm is better organized and much more efficient.

tm_general New Release for Professional Services Firms

If you have questions about these changes, please do not hesitate to reach out at support@knowify.com. If you wish to, we’ll walk you through the changes and answer any questions you might have.

-The Knowify Team

New Release for Law Firms

We’re pleased to announce the release of some exciting new features in Knowify. Task Management just got better thanks to the feedback from the Knowify community!

Release Notes:

Task Management

After launching on-the-fly task management one month ago, we have been working hard to make it even better. Now you can (1) see what tasks are blocking progress in a matter, (2) create dependencies across tasks and milestones, or (3) let people in your organization mark tasks as completed when they are done. With task management, your firm is better organized and much more efficient.

tm_law New Release for Law Firms

If you have questions about these changes, please do not hesitate to reach out at support@knowify.com. If you wish to, we’ll walk you through the changes and answer any questions you might have.

-The Knowify Team

New Release for Contractors (RFI and more!)

We’re pleased to announce the release of some exciting new features in Knowify. Task Management and RFIs just got better thanks to the feedback from the Knowify community!

Release Notes:

RFIs

Now you can send RFIs through Knowify and collect the information you need from the GC, architect, etc. Knowify will store all RFIs in one place, which will reduce paper, increase organization and save time.

Task Management

After launching on-the-fly task management one month ago, we have been working hard to make it even better. Now you can (1) see what tasks are blocking progress in your job, (2) create dependencies across tasks and milestones, or (3) let people in your organization mark tasks as completed when they are done. With Knowify task management, scheduling, progress tracking, and collaboration across teams has never been easier.

tm_contractor New Release for Contractors (RFI and more!)

If you have questions about these changes, please do not hesitate to reach out at support@knowify.com. If you wish to, we’ll walk you through the changes and answer any questions you might have.

-The Knowify Team

Why Accountants Are Now the New Trusted (Technology) Advisor

The Small Business Expo in Philadelphia

The Knowify Team will be heading to Philly this Thursday to attend the Small Business Expo. Stop by Booth #709 to say hi if you are around.

The event will take place on March 19, 2015 at the Pennsylvania Convention Center, at the heart of Philadelphia.