What are the differences between the Knowify subscription plans?

Knowify offers 3 account tiers—Essentials, Advanced, and Unlimited—detailed below.

Essentials

Perfect for self-starters, those without a team in the field, or any small business looking for a better way to simplify and manage their project finances.

Features

• Up to 10 active jobs
• QuickBooks Online integration
• Ability to create professional project budgets
• Ability to create and send proposals to clients for e-signature
• Professional job costing tools—ability to track labor burden, materials, subcontractors, equipment, and more against your project, in real-time
• Purchases and expense management
• Powerful invoicing and payment application capabilities, including fixed price and cost+materials billing methods
• Essential reporting; see full list of reports included here
• Standard support and training

Advanced

Perfect for small teams looking to get organized and take control over their project finances and profitability. Manage your team, project finances, and operations, all from one place.

Features

• Up to 25 active jobs
• QuickBooks Online integration
• Ability to create professional project budgets
• Ability to create and send proposals to clients for e-signature
• Purchases and expense management
• Powerful invoicing and payment application capabilities, including fixed price, cost+materials, and unit-based billing methods
• Access to Service jobs to dispatch your teams for maintenance work, or jobs only taking a few hours. These jobs do not count against your active job limit.
• Field management that gives your crews access to the Knowify mobile app
• Scheduling tools that allow sending alerts and reminders to teams or individuals
• Powerful project management features including Gantt charts, dependencies, and sales pipeline management
• Tools to “wow” your customers and win repeat business—documents customized with your company’s branding, a client portal where customers can see job progress, photos, and other details you choose to share with them, and text message reminders for your clients
• Submittals and RFIs, all in one place
• Subcontractor management—ability to request submittals, manage purchase and change orders, and keep track of documents from your subs, including license expiry dates
• Advanced reporting; see full list of reports included here
• Standard support and training

Unlimited

The complete Knowify package. It includes every feature and report in Knowify.

Features

• Unlimited active jobs
• QuickBooks Online integration
• QuickBooks Desktop integration
• Ability to create professional project budgets
• Ability to create and send proposals to clients for e-signature
• Purchases and expense management
• Standard invoicing and pay apps, which includes fixed price, cost+materials, AIA-style, and unit-based billing methods
• Access to Service jobs to dispatch your teams for maintenance work, or jobs only taking a few hours. These jobs do not count against your active job limit.
• Field management that gives your crews access to the Knowify mobile app
• Scheduling tools that allow sending alerts and reminders to teams or individuals
• Powerful project management features including Gantt charts, dependencies, and sales pipeline management
• Tools to “wow” your customers and win repeat business—documents customized with your company’s branding, a client portal where customers can see job progress, photos, and other details you choose to share with them, and text message reminders for your clients
• Submittals and RFIs, all in one place
• Subcontractor management—ability to request submittals, manage purchase and change orders, and keep track of documents from your subs, including license expiry dates
• Parts inventory management—ability to keep track of every part your company purchases whether you keep them on trucks, in warehouses, or elsewhere. Knowify makes it easy to see where your parts are, and how many of them you have
• Equipment management to see where and when your tools and machinery were last used
• Advanced permissioning that gives you complete control on who on your team sees what information
• Multi-account company with a single, easy-to-use dashboard
• Unlimited reporting and access to to the Advanced report builder tool see full list of reports included here
• Priority support and training, which includes a call me button in Knowify. Have questions or run into issues? Simply click that button, and our support team will each out to you ASAP