Trade contractor software

Construction CRM

Manage leads, open bids, and active contracts with a consistent and customizable workflow. 

Flexible proposals

Create complex contracts quickly, with a high-degree of control over line item and document formatting.

Proposal management

See when a proposal is sent, open, and responded to. Allow clients to request revisions electronically.

Project scheduling

Schedule jobs by phase using gantt charts and dependencies. Add employees and equipment to the full job or a phase.

Daily logs and project documents

See a daily job summary with photos, notes, weather, and labor. Manage RFIs & submittals, and share key docs with your team or clients.

Task management

Use Tasks to create clear to-dos for your team and set up reusable task lists for processes like site inspection checklists.

Time tracking

Track and approve time from the field or office and get accurate labor cost data for payroll and job costing.

Employee scheduling

Schedule your team to full jobs or single phases. Dispatch employees to service jobs in a few clicks.

Real-time communication tools

Stay in-sync with tools that let you share info, leave comments, log expenses from the field, and more.

Inventory tracking

Track inventory from purchase to storage location and see the job and employee that uses each item.

Project-level purchases & bills

Manage purchases, log expenses, and create bills for jobs and job phases from the field or office.

Purchase and bill management

Manage purchases, purchase limits, approve expenses, and log bills as paid across all jobs in on place.

Automated cost tracking

Your job activity (labor, materials, equipment, subcontracts, etc.) is used to allocate costs to the right job and phase seamlessly.

More accurate billing

Knowify can pull job cost and job progress info into your invoices automatically so you don’t have to think about invoice accuracy.

WIP and profitability reporting

See real-time WIP, projected profitability, and how you’re tracking against budget on a project, so your team can course-correct as needed.

Streamlined invoicing

Easily create invoices that follow your contract format, whether you use AIA pay apps, fixed-price, or time and materials.

Invoice management

Manage all of your invoices from one screen. Easily see what’s been paid, what’s overdue, and send payment reminders to clients.

Payment integrations

Integrate with payment providers to let your clients pay from invoices using ACH or credit cards, so you can collect money faster.