Zapier integration

Zap with Knowify

As you probably already know, Knowify covers a wide swathe of a contractor’s day-to-day business administration activities. But it doesn’t do everything – if it’s not job related, then Knowify may not address it. Would you like to use Knowify to help you with job costing and contract management, but wish it included a lead tracking or marketing side? Or perhaps you wish you could have your Knowify activity broadcast across your communication platform (like Slack), ensuring that everyone remained up-to-date on the activities of the business. We share your vision of end-to-end business automation, with modern software tools helping you to grow efficiently and intelligently, each one passing essential information to the others to ensure that your organization is a well-oiled machine.

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PaySimple integration

Knowify + PaySimple’s electronic payments

Each contracting business is as unique as the jobs it takes on and the customers with whom it interacts. It was important to us at Knowify that we be able to support our many different contractors with an electronic payment solution that was as flexible as their businesses, including e-check/ACH and even credit card, when appropriate. Not all contractors should accept credit cards, and even those that do should not accept them for all jobs (see below!), BUT… there are times when offering a customer the ability to pay with a credit card can be very helpful to the contractor, and thus something we wanted to support.

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Fundbox integration

Get a line of credit from Fundbox via Knowify

It’s an annoying truism for any trade contractor: your vendors expect you to pay on time, every time, while your customers don’t feel the same urgency when it comes to paying you. It’s doesn’t take a CPA to see the potential problem here: if vendors need to be paid now, but customers are taking their sweet time, you can run into some pretty serious cash flow problems. And, heaven forbid you’re a smaller-size contractor who finally landed a game-changing big job, those cash flow pains can actually start to threaten the health and viability of your whole business. It doesn’t have to be this way. Especially in that “big job” case, your counterparties are very likely to pay – nobody wants a mechanics lien on their property – and your contract with them leaves very little uncertainty as to what you’re owed. Recently, a number of really great services have emerged to help small contractors manage the cash-flow lumpiness of their businesses. Their services are generally quite inexpensive relative to other alternative financing sources, and are very easy to take advantage of – provided that you’re using the right sort of technology to enable them.

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QuickBooks integration

Knowify QBO

As part of our December “Integration Month” series, we would like to introduce you to some of the integrations we’ve built to help our contractors connect their Knowify to useful services in a seamless way. From short-term funding to electronic payments to zapier-mediated CRM connections, we are putting a lot of effort into trying to help our users run their businesses more efficiently and get the most out of their Knowify experience. We’d like to begin the series with our very first integration, which remains our most important one: Intuit’s QuickBooks and QuickBooks Online.

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Sales report from Knowify

Growing your business: Using the Knowify sales report as a catalyst

It’s become an accepted truism among economists and high-end business consultants: what you measure is what you get (see HBR Column: You are what you measure). It may sound complicated, but it’s not; the core concept is that your employees will do more of whatever you measure in terms of performance (especially if there are $-related consequences!), and less of whatever you don’t. So – what are you measuring in your business? And are you sure you’re measuring the right thing?

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Knowify Feature Fit Small Business

Fit Small Business Feature

Implementation: How to get started with Knowify… and succeed!

Maybe you’ve already decided to move forward with a business management package like Knowify. Maybe you’re just starting to think about it. In either case, you should be aware that implementing powerful, fully-integrated software packages is no small task. Please: go in eyes-wide-open. Knowify will transform your business for the better, but it does require an investment from you and your team – not typically in terms of monetary outlay (which is small), but rather in terms of time and a commitment to change old, stale business processes. If you’re ready to make the change though, and to embrace more streamlined, automated, and modern ways of running a contracting business… then read on!

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Summer updates

Fall is almost upon us and we thought it would be the perfect occasion to summarize some of the enhancements we’ve released over the summer. We know you were busy, so most of these improvements have been applied to your account without disruption and you may have already noticed them. These are the highlights:

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Knowify named FrontRunner for Construction Management Software

New York, NY 8/6/18— Knowify is thrilled to announce that we have been named a FrontRunner for Construction Project Management software by Software Advice. FrontRunners is designed to help small businesses evaluate which software products may be right for them.

FrontRunners is published on Software Advice, the leading online service for businesses navigating the software selection process. FrontRunners evaluates verified end-user reviews and product data, positioning the top scoring products based on usability and user recommendations for small businesses. The FrontRunners for Construction Project Management software can be found here: Front Runners for Construction Project Management.

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Feature of the week – E-Signature

Here at Knowify we are always looking for ways to help you save time and make money faster. We know that the key to saving time is quick and easy communication. Our priority is to make communication easy both internally between you and your team and externally between you and your clients. It is likely that you will have lots of communication with your customers throughout the span of each job. One of the most critical interactions that you will have is the communication around the client signing your bid. Very simply, without a signed bid there is no job to work on. Taking advantage of our E-Signature portal will help you with getting jobs signed and getting them signed faster.

Using our E-signature portal and sending your bid through email puts you one step ahead of the game. Customers are more likely to sign a bid with someone they see as professional and efficient. Having a clean looking proposal that is up to date with technology – really, who uses paper these days? – will impress your clients and give them confidence that they are choosing the right company to trust with their job.

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