Powerful software for HVAC contractors, starting at $99/month
Ready to streamline your HVAC business? Request a personalized walkthrough today.
Keep your team in-sync on one connected platform that helps you manage both large projects and smaller service calls.
From planning to execution to collecting final payment, Knowify helps your office and field teams work more efficiently.
Estimate more accurately, stay on-budget as you work, and understand the big picture of your business finances.
Build detailed, multi-phase estimates and budgets in minutes, complete with cost codes and phase-specific cost tracking. Use job templates to standardize pricing for common projects. Once your budget is set, add markup for profit and generate a polished client proposal in a few clicks.
Plan projects, assign teams and equipment, and create reusable task lists with ease. Track time accurately with our mobile app, and manage subcontractors like your own team with tools for budgeting, scheduling, invoicing, and compliance.
Automatically allocate costs like labor, materials, and equipment to the right job and phase. Track full labor costs, including wages and benefits, for precise budgeting. Monitor real-time WIP and profitability to stay on budget and adjust as needed.
Easily combine time + materials, fixed, or variable pricing into one contract. Create invoices and generate AIA payment applications, including G702 and G703, in minutes. Send invoices electronically and collect payment seamlessly with integrated payment processing through QuickBooks.
Keep your clients in the loop with access to a branded customer portal that you have total control over. Show or hide key project details like original contract, outstanding invoices, project photos, change orders, customer details, and comments.
Whether you focus on projects or do a mix of large projects and HVAC service work, Knowify will turbocharge your workflow, helping you stay organized, work faster, and grow your business.
From project planning and execution to invoicing and collecting payment, Knowify puts you in control of every step of your project workflow.
Knowify helps trade contractors run efficient service departments, manage service agreements, and ensure job profitability.
You’re a HVAC contractor, not an accountant. That’s why Knowify offers seamless integration with the QuickBooks family of products, eliminating double-entry and giving you back valuable time. We provide HVAC contractor software truly built for your needs.
Knowify is designed specifically for QuickBooks Online. This isn’t a basic connection – it’s a two-way sync that keeps your financials and team completely aligned. Every transaction, from creating a customer invoice, to purchase orders, bills, and expenses, automatically syncs
Get paid faster and easier while offering an exceptional customer experience. Knowify integrates directly with QuickBooks Payments, allowing your clients to pay invoices online instantly using ACH or credit card.
Allow your field and office teams to track time accurately, and send that data directly to QuickBooks Online Payroll. Knowify supports complex payroll needs, eliminating most of the admin work your office staff takes on, and ensuring compliance. No more manual time entry – everything flows seamlessly.
For HVAC contractors with more than one business, Intuit Enterprise Suite and Knowify provides a robust, scalable solution. Get advanced job costing, detailed customized reports, and valuable insights powered by an AI assistant. Intuit Enterprise Suite ensures that all of the project data across multiple business entities rolls up into a single platform.
Knowify, combined with the power of QuickBooks, provides the ultimate software solution for HVAC businesses. Stop juggling multiple systems and start focusing on what matters: growing your business and delivering exceptional service.
Ready to streamline your HVAC business? Request a personalized walkthrough today.
Knowify is designed specifically for trade contractors at small and medium sized businesses. It has all the features a small HVAC business needs to manage their daily operations, whether you’re tackling a large commercial job or following-up on small residential HVAC service agreements. Unlike some other software that’s built for general contractors or homebuilders, Knowify is focused on providing HVAC contractors with user friendly tools that the entire team can use to save time and stay on the same page – whether they’re office staff on a laptop or out at the job site on their mobile device.
Knowify’s mobile app is available on iOS and android devices, and allows your HVAC technicians to see key job details and equipment history, log expenses, take photos, track their time, and much more. All the data your team collects while working on the mobile app throughout the day gets automatically organized into daily logs that project managers can easily understand, so everyone is on the same page.
On top of all the project management and financial features, Knowify helps HVAC businesses quickly build proposals, change orders, RFIs, submittals, and invoices that create better customer service. These documents can be customized with your company logo, terms and conditions, and more.
Knowify also offers a client portal to help improve communication and transparency with your counterparty. Choose what information to show or hide from your client, including key job details, outstanding invoices, photos, project logs, and more.
When you’re tackling dozens or hundreds of jobs, it can be easy to lose track of customer data, like information on past visits, change orders, or key details for equipment your team installed. Knowify takes a user friendly approach to customer management, keeping all your customer data automatically organized with a clear timeline of customer history and important documents. Create automated appointment reminders for service calls with just a few clicks, and tell clients you’re on your way.
Whether you’re a commercial contractor working with GCs or a residential contractor doing short-term service visits, Knowify is sure to boost customer satisfaction and help you win more jobs in the future.
Knowify is designed specifically for trade contractors, including HVAC businesses. Additional industries, like plumbing, mechanical, electrical, painting, excavating, masonry, and others also use Knowify’s software to power their business every day.
Yes, Knowify offers an unrestricted free 14 day trial, with no credit card or commitment required, so you can ensure that it’s the best software for your business. Knowify also offers free demos with our team of product experts based in the U.S. and Canada.
When creating a new project in Knowify, you’ll have the option to choose from the following contract types, depending on your subscription tier:
Each of the contract types above have implications throughout the project lifecycle, from estimating, to sending invoices, all the way through collecting payment. Knowify automatically adjusts your invoices to fit the payment process your contract requires, so you can spend less time formatting and doing math, and more time collecting from your customers. For applicable formats, Knowify will automatically factor change orders into your invoicing schedule, so you don’t have to worry about over or under-billing.
The Knowify web app and mobile app are both available in English and Spanish on all mobile devices.
Both! Knowify is a great fit for any specialty contractor, given it’s wide range of features. Knowify does have some key features that are designed for commercial service contractors and specialty subcontractors doing industrial or government work, but it’s a powerful construction software for nearly any use case. While hundreds of general contractors use Knowify to power their businesses every day, Knowify was not designed specifically with general contractors or home builders in mind.
Knowify is the only HVAC management software in the construction industry designed for small and mid-sized HVAC companies who want to manage their construction projects and service work in one place. This means you can manage your long-term projects end-to-end – from creating estimates and proposals, to team and project scheduling, task management, job costing, time tracking, invoicing, advanced reporting features, and much more. Knowify’s construction project scheduling works seamlessly throughout the entire project lifecycle, so you can create Gantt charts, manage task dependencies, and ensure your labor costs and project timeline are both on track while doing so. The combination of advanced features and trade-contractor-specific workflows makes Knowify the best construction scheduling software available for a growing HVAC business.