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Learn Knowify step by step

Ready to get the most out of Knowify and streamline your operations like never before? Whether you’re a seasoned pro or just getting started, our training playlist has what you need to be successful using Knowify. Access the full playlist here.

Monthly Knowify training webinars

Tune in monthly for our live customer training webinars, where go into detail on new and existing features, show you a sneak peak of what’s ahead, and answer your questions live. Watch prior recordings below, or sign up for our upcoming training here.

AIA contracts & Invoicing

Cost plus contracts & invoicing

Fixed price contracts & invoicing

Tracking time & labor costs

Tracking vendor costs

Budgeting best practices

Scheduling, phase progress, and task management

RFIs, submittals, and the customer portal

QuickBooks mapping and integration

Creating and using templates for plans and phases

Importing spreadsheet data to Knowify

Using Knowify’s smartphone app

Training sessions

Need personalized training?

Based on feedback from our clients, we have found that setting up a training session with our customer success team is the most efficient way to learn the system.

Request a training session with one of our customer success representatives. In these trainings, our team meets with you 1 on 1 through a screen-share session, and provides hands-on assistance to help you use Knowify best. These slots typically fill up fast, so try and schedule a session for the following week!