Field Service Software

Service software
that doesn't stop at
the service call.

Dispatch, work orders, AIA billing, and QuickBooks sync — all in one system. When a service call turns into a project, Knowify's already there.

4.8 on G2
2,000+ contractors
QBO Integration
Jobs dispatched today
14 ↑ on track
Knowify service jobs dashboard
Project phase billed
$18,400 ✓ paid
4.8 stars on G2
2,000+ trade contractors
QuickBooks certified
US-based support
iOS + Android
The problem with most service software

It works great — until the job gets bigger.

Most field service tools were built for the service call and nothing else. The moment a job turns into a real project, you hit a wall.

Sound familiar?
A service call turns into a $40,000 HVAC retrofit. Suddenly you need progress billing, phases, and a change order workflow — and your service tool has none of it. So you open Excel.
Service-only tool
No AIA billing
Can't generate G702/G703 pay apps. Back to Excel or your accountant.
No project phases
No way to split a job into phases, track costs separately, or bill progressively.
No change orders
Scope changes live in texts and emails. Nothing ties back to the original contract.
No real job costing
You find out the job lost money six weeks later when you reconcile in QuickBooks.
Two tools, two bills
Add project software on top of your service tool and you're paying $400+/month for a broken handoff.
Knowify
Real AIA billing
G702/G703 via AIA Contract Documents — not a lookalike. Auto-built from your project budget.
Full project phases
Break any job into phases. Track costs, budget, and billing by phase, in real time.
Built-in change orders
Every change is logged, time-stamped, and automatically reflected in your contract and invoice.
Job costing on every job
Budget vs. actual, projected profit, and committed costs — updated as you work, not after you close.
One platform, one price
Service jobs and project work in the same system. No second tool, no double entry, no broken sync.
How it works in the field

Everything your service team needs — and everything your project side demands

Scheduling, dispatching, quotes, invoicing, and project billing in one connected workflow.

Scheduling & Dispatch

See your whole team's day from one screen

Stop managing the schedule from texts and phone calls. Assign jobs, check availability, and push updates to the field instantly. Your techs get notified the moment anything changes.

  • Drag-and-drop scheduling across the whole crew
  • Real-time GPS and telematics — see every tech right now
  • Service calls and project work on the same dispatch board
  • Push job details to the mobile app in one click
Knowify dispatch board with telematics
Live GPS — all techs
Quotes & Service Agreements

Win the job, start the job — no re-entering anything

Quote it, get it signed, convert it to a job in one click. Maintenance agreements auto-generate recurring service jobs. And when a service call turns into a project, the same system follows you there.

  • Professional quote templates with e-signature built in
  • Quote-to-project in one click — zero double entry
  • Maintenance agreements that auto-schedule recurring service
  • Fixed-price, cost-plus, and AIA contracts — your call
Knowify service job quotes
Converts to project in 1 click
Mobile Invoicing & Payments

Get paid before your tech gets back in the truck

One tap and the invoice is sent. Customers pay by card or ACH on the spot, and it syncs to QuickBooks before the van leaves the driveway. No batching invoices. No chasing payments on Friday.

  • One-click invoicing from the iOS and Android app
  • Accept credit card and ACH on-site
  • Pass the 3% surcharge to customers — protect your margins
  • Lower transaction fees than standard Intuit rates
Knowify mobile invoicing
Paid on-site — syncs to QBO
Project Billing & Job Costing

When the job gets serious, your billing has to keep up

Progress billing, AIA pay apps, retainage tracking, WIP reporting — all built into the same platform you dispatched the tech from that morning. Know if every job is making money before it's done.

  • G702/G703 AIA pay apps — real format, not a lookalike
  • Progress billing with retainage tracked by phase
  • Budget vs. actual job costing updated in real time
  • WIP reporting so you know exactly when to bill
Knowify invoice management
AIA billing built in
Knowify
Real-time sync
QuickBooks Online

The #1 QBO integration in construction

Your field team works in Knowify. Your accountant works in QuickBooks. Both are always right. Jobs, invoices, time, expenses — synced both ways, no double entry, ever.

2,000+
Trade contractors
running Knowify
300%
"Helped us scale 300%
in 5 years" — G2 review
$0
Double data entry
after QuickBooks sync
What contractors say

Three independent reviewers called it a "game changer."

"Knowify Has Helped Us Scale 300% over the Last 5 Years. I can see the budget vs. actual cost to the profit on every job. I didn't have that visibility before — I was just guessing."
R
Ricardo M.
Owner, Mechanical Contractor — G2 Review
"It gets us all on the same page — service calls AND project work in one place. My team actually uses it, which I honestly didn't expect."
J
Jason T.
Service Manager, HVAC Contractor
"NO MORE EXCEL. Centralizes all project documents and data in one place. True partners — they build custom reports when we need them, at no extra charge."
S
Sandra L.
Office Manager, Electrical Contractor
Schedule a walkthrough

See what happens when a service call turns into a project — in Knowify.

We'll walk you through the full workflow live: dispatch, mobile invoicing, project billing, AIA pay apps, and QBO sync. 30 minutes. No sales pressure.

  • Personalized to your trade and job types
  • See the service-to-project handoff live
  • Ask as many questions as you want
  • US-based team — usually within 1 business day
Prefer to explore on your own? Start a free trial
Free, 30-minute walkthrough

See Knowify in action

Tell us a bit about your business and we'll get you scheduled fast.

Knowify Built for the trades. Built for you.