Introducing Knowify 3.0

Meet Knowify 3.0 – a sleek, glossy, user-friendly platform that will help you with running your contracting business in an efficient and professional manner.

We are still the Knowify you know and love with our classic construction features such as bids, change orders, and progress invoices, allowing you to seamlessly transition from paper to online-based processes. However, with your feedback, we’ve polished it and made it even better. Today, we release Knowify 3.0 with the goal of going one step further: providing you with the business intelligence that will give you an edge in the market.

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Feature of the Week: Communicating with your Team in the Field

With your team all onboarded to Knowify , communication is so easy! We provide many ways for you to communicate with the rest of your team and for them to communicate with you. You can connect with your team through comments on jobs, uploading photos, scheduling, and push notifications.

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Feature of the Week: Custom Proposals

“You never get a second chance to make a great first impression.” We have heard this time and again but sometimes we forget just how much that first impression matters in our businesses. While you may be the best around, if you are not organized, using up to date technology and professional, it will show through your bid, and you will surely lose some potential clients. Your bid is your true first impression to your clients and how you present yourself matters. Appearing professional will help your customers trust you and show them that you take your work seriously. At Knowify, we offer a custom templating service complimentary with your subscription. The templates that we create are organized and easy to read, use the latest technology and will make you appear professional to your clients.

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Estimates and Invoices, POs and Bills: How a Little Extra Effort Can Pay Off

The office side of the business is frequently unloved in construction. We like to joke that nobody ever got into construction so they could sit at a desk working on spreadsheets all day. Because construction guys would much rather be in the field, they often develop little workarounds to make the office side of things faster – but as with any workaround, they give up something in the process.

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Feature of the Week: Job Logs

You’re busy – really busy. Running your business, working on many jobs at once, and expected to remember every detail of every job. How do you manage to remember these details? With Knowify of course! We have a handy Job Log that will track every step of the way: what has happened with a job, when it happened and who made it happen.

Incase this is a new feature to you, let me introduce you: meet your Job Log. Your job log displays a chronological timeline of your job and merges user actions, comments, documents and emails to capture the whole job history, giving you the ability to see and analyze how the job has evolved.

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Should I Include Overhead in My Job Cost?

This question (in its many flavors) is one we encounter quite frequently at Knowify. We know from experience that accountants can have pretty strong opinions about this question, but we’re also not afraid to share ours. In short: No, you should not. Here’s why:

Including overhead in job costs only tells you about the past. Focusing on project-based profitability helps you plan for your future.

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Feature of the Week: Mobile Onboarding!

You may have already heard by now that our mobile app is really awesome! It has the ability to track employee time with GPS functionality and can capture photos of receipts. But what good is an incredible app if not everyone on your team is using it? We have noticed a disconnect between the office and workers on the field in understanding where your employees stand on their mobile onboarding. We are ready and eager to bridge this gap and create easy communication – we even went as far as adding a Spanish option- ¡de nada!

  GIF-X-White-2 Feature of the Week: Mobile Onboarding! Continue Reading

New Release 2.24

Last weekend, Knowify’s minor release of new features contained many small changes requested by the Knowify community. These are the highlights:

1. Enhanced experience to select subs for your phases: Over the next few months the process to select a sub for a job phase will be simplified. For starters, now you can select an existing job or create a new one right from the project plan. No need to go back to the vendors section any longer.

SubsProjectManagement-1024x475 New Release 2.24

2. Job column in Manage Bills: Even if you have allocated bills against multiple phases, we’ve developed a new feature that will let us display the main job involved in the bill.

BillsJobs-1024x191 New Release 2.24

3. Improved experience with purchases against multiple jobs/phases: Similar to the previous feature, now we can display the main job involved in a purchases even if the purchase is made against different phases of the job.

4. New sync of payments with QuickBooks: We’ve strengthened our ability to pull bill payments from QuickBooks Online, even if the payment is against multiple bills and you don’t have all these bills in Knowify. We’ve also improved the management of voided/deleted payments.

5.[BONUS] Service templates in Contracts: This is like a hidden gem. Now you can drop service templates in a draft contract, enter the number of units and Knowify will automatically come up with the price and breakdown. Preparing an estimate has never been quicker!

ServiceTemplate New Release 2.24

App Spotlight: CollBox

collbox_logo_-_full_color_transparent__large_ App Spotlight: CollBox

Overwhelmed with overdue client invoices? CollBox is your solution! Do not let your company down by falling into the struggle so many contractors in America are facing: failing to collect payments from their clients.

CollBox is an application that makes it faster and easier for companies to collect payments on their past-due invoices. In just three clicks, their QuickBooks integration allows customers to automatically send outstanding invoice data to a collection agency. CollBox’s network of professional, effective collection agencies will quickly work to recover the money owed to contractors by utilizing data from the company’s QuickBooks account.

The CollBox app will show what is collectible, and connect users with the right company to get the best rate on collections. CollBox is an incredible tool that allows contractors to stop worrying about collecting money, and spend more time and focus on efficiently managing their jobs.

For more information on CollBox, check out their website: https://collbox.co/

And for more information on Knowify shoot us an email at support@knowify.com !

Release 2.23: Change Log

We just released a new version of Knowify with a large number of new features and improvements. All these changes are based on your feedback so we hope you are as excited as we are!

This is the complete change log:

1. Ability to invoice fixed priced jobs at the line item or job level: Now, when you have a fixed price job that requires regular invoicing, you can invoice progress for each line item or just invoice a part of the entire job. For those of you that, for instance, invoice 10% upon signature, 40% when the job starts, and the rest when the job is complete, you can now easily do that and you don’t have to deal with each line item included in the proposal.

ProgressInvoice-1024x730 Release 2.23: Change Log

Additionally, we’ve improved the user interface in the progress invoice popup, which will give you information about the total value of the job, previously invoiced value and current invoice.

2. Unsaved changes warnings: Losing changes because you didn’t save them is a bummer and now we’ll help you avoid this issue in the Plan&Track and Contract sections. If you navigate away without saving the changes, Knowify will give you the option to go back and save your changes.

3. Enhanced mobile onboarding: We always wanted to make the onboarding of mobile users as seamless as possible and now we are one step closer with our new Mobile Onboarding wizard. With this wizard, you’ll be able to track the onboarding process of your mobile users and help them if they get stuck. Knowify will help you communicate with them in both Spanish and English with predefined help messages. Meanwhile, in the smartphone app, the mobile users will go through a simple onboarding wizard that will guarantee that they can check in, check out and provide location information.

MobileOnboarding-1024x661 Release 2.23: Change Log

4. Quickly build an itemized budget from a accepted proposal: Many of you rely on our Simple and Advanced modes for your jobs because they allow you to create proposals and send them to your customers very fast. Now, if you use these modes, you can also create a complete and itemized internal budget in Plan&Track once the proposal has been approved.

5. Enhanced RFI management: We have made RFIs even more powerful and with these changes you can now set the RFI number or the expiration date. We’ve also improved the user interface so that you can also easily determine the expiration date and extend it if necessary.

6. Easily include job comments in invoices: When creating a new invoice, you can view and add any comments connected to the job, either from the field or the office. This way you can collect the necessary pieces of information while completing the job and provide them to the client to craft a more complete and thorough invoice.

7. Minor improvements:

– Products and services used in contract breakdowns will automatically calculate markups based on your catalog prices and costs.

– Now you can easily access the client contact information from the job section.

Contacts-1024x555 Release 2.23: Change Log

– Subcontractors can be created in the Users section without having to create them in the Vendors section first.

– When creating a new invoice you’ll be warned if there is an existing draft invoice for the same job.

– Invoices for service jobs will rely on the company default payment terms.

– When creating a new invoice for a cost plus job you’ll be warned if there is unapproved time for the job.

– You can undo the rounding in time entries in the Review Time section.

– For non-US companies, jobs with holdback will not allow the users to modify the price or quantity in the invoice to preserve the progress calculations.

– The Manage Contract Jobs section will now provide information about budgets when available.

Budgets-1024x461 Release 2.23: Change Log

– Fixed issues about formatting manually typed dates in bills and purchases.

– E-signature reminders can now be sent from the contract section.

– Item description can be edited after the Subcontractor PO has been issued.

– Fixed issues around invoicing change orders approved on the same day as the invoice.

– Improved performance in the Purchases History section.

– Fixed issues around calculating the opportunity value for copied jobs.

– Improved user interface in Plan&Track where we’ve grouped some secondary actions (scroll top/bottom, collapse/expand).

– The check in/out view will allow you to change the date of the check in/out.

– New beta Subs Report with all the contact information for the subs involved in the job.

– Improved users interface in the map section of Service Jobs.

– (QuickBooks) When creating a subcustomer for a new job, the subcustomer will take the email of the client’s job.

– (QuickBooks) When sending invoices to QuickBooks, the invoice will include the email of the client.

– (QuickBooks) Improved widgets in the user interface to view the sync details.

– (QuickBooks) Automatically trim long descriptions in invoices and bills to prevent QuickBooks errors.

– (QuickBooks) Setting the default catalog income and expense account are now part of the mandatory QuickBooks setup.

– Visual cue in the footer of Knowify to let you know if the real time connection has disconnected and allow you to reconnect it.

Do not hesitate to reach out if you have any questions!