Why an app is only as good as its setup

Have you ever signed up for an app just to have it not work? It’s probably one of the most frustrating, yet easily avoidable, things we tech-savvy people can do. But, generally, it isn’t a big deal. You’ve downloaded an app on your phone that you thought was interesting or thought you might need, it doesn’t work properly, so you get rid of it and find something else. No harm, no foul.

But what happens when you’re using an app for more important tasks, like managing your finances?

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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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Knowify + Permitzone = Streamlined Permitting

We are thrilled to announce a new game-changing addition to Knowify’s lineup of tools designed to streamline the way you apply for, pay and receive construction, sign and solar related permits. Beginning 10/17, Knowify will offer a direct integration with PermitZone, the leading platform for sourcing construction permits across the United States! This integration will be fully available in Florida, California and Texas, and we’ll extend it to the rest of the US shortly thereafter.

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