Knowify and simPRO platforms are both a customer service management tool as well as a job cost and job tracking tool. Both offer an all-encompassing cloud-based platform that can handle contractor projects from start to finish.
Each of these tools offers the ability to organize leads and follow through to project completion. As an example, once a bid has been completed it can be e-mailed to the customer with the click of a button. The customer can digitally sign to approve and then return it. Once the contractor receives the green light, supplies can be ordered and the job can be scheduled.
Contractors and Employees On The Go Can Access Their Office On Job Sites or At Home
Both platforms are cloud-based, so office staff can log on and complete the tasks they need to complete within the modules they are assigned to.
Knowify and simPRO offer mobile applications, so field technicians can communicate seamlessly with the office. Users have the ability to clock in and out of jobs and can add expenses and attach them to the job. A field technician or salesman can also create a change order in the field and have it signed on the spot.
Progress and Billing
Both platforms track work in progress and handle progressive billing. This makes job costing a breeze with just a click of the mouse.
Both platforms seamlessly integrate with QuickBooks online for the rest of your financial reporting needs.
Key Features Overview:
- Bid Management
- Budgeting / Forecasting
- Contractor Management
- Job Management
- Reporting / Analysis
- Scheduling
- Subcontractor Management
- Time Tracking
- Inventory Management
What About Training?
As for training, they both offer live online training, webinars, videos, and documentation.
simPRO does have an in-person implementation that typically takes a week to get things started and get the initial training completed. This service comes with a one-time cost.
Company Background
Knowify, Construction Management Software
https://www.knowify.com
Located in the United States, Knowify was founded in 2012. This system can complete progress billings for a company, as well as complete the daunting task of creating AIA style billings.
simPro, Field Service Management Software
https://www.simprogroup.com
simPRO is also located in the United States and was founded in 2002. It not only integrates with QuickBooks online but also with QuickBooks Desktop for Windows and Mac. simPRO also integrates with Google Calendar and Microsoft Office. simPRO is also known for its push notifications to alert the next step in the process. They describe their product as a field service management software.
Final Thoughts
You can’t go wrong with either of these platforms. If you are considering switching software or currently don’t have a solution in place, please give us a call at 314-260-7808 to learn more or set up a demo.
Lisa
Accountant, QuickBooks®
Certified ProAdvisor – Online
Knowify Certified
