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What is Solve CRM?

Navigating the complexities of Service Management CRM in customer service can prove to be quite a task. We took on this challenge and were pleased with the favorable outcomes we achieved. Our proficiency in service management, scheduling, and sales has established us as a trusted name in the industry. Our objective is to optimize every element of record-keeping, communication, scheduling, and information sharing, especially in mobile contexts. It is crucial to move away from archaic systems such as paper, spreadsheets, and inefficient software. Additionally, the system provides staff with proactive alerts regarding required actions and highlights priority tasks, which greatly simplifies workflows. This streamlined approach not only eases the burden on employees but also allows them to significantly elevate the quality of service and deliver proactive support. By doing so, we aspire to create a workplace culture where all team members are empowered to enhance customer interactions effortlessly, thereby ensuring a better experience for clients and staff alike.

What is Knowify?

Knowify serves as a robust tool for job costing and project management tailored specifically for both residential remodelers and commercial subcontractors. This platform is available for use anytime and from any location. It encompasses a wide range of features designed for estimating job costs, tracking service work, scheduling tasks, managing billing, and recording time. By utilizing Knowify, you can effectively enhance your business operations and drive growth. Its comprehensive suite of tools ensures that you can efficiently manage every aspect of your projects.

Media

Media

Integrations Supported

Stackreaction
Zapier
APIANT
ASAP Systems
Constant Contact
Cyfe
Easy Insight
Freshdesk
Gmail
Google Calendar
Microsoft Azure
Quickwork
SyncSmart
Workers by Delos
Wufoo
Xero
Zendesk

Integrations Supported

Stackreaction
Zapier
PaySimple
QuickBooks Online
QuickBooks Time

API Availability

API Availability

Pricing Information

$25 per user per month
Free Trial Offered?

Pricing Information

$149.00/month
Knowify offers four paid subscription plans, billed monthly or annually for a 20% discount.
Yearly plans: Essentials ($149/month), Advanced ($249/month), and Enterprise (contact sales). The main differences between the plans are the limit on the number of active jobs and access to features such as advanced time tracking and project management tools.

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Norada

Date Founded

2000

Company Location

Canada

Company Website

www.solve.app/

Company Facts

Organization Name

Knowify

Date Founded

2012

Company Location

United States

Company Website

www.knowify.com

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Task Management

Collaboration
Gamification
Mobile Access
Progress Tracking
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Categories and Features

Construction CRM

Client Tracking
Contract Management
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Estimating

Accounting Integration
Audit Trail
Bid Management
Billing & Invoicing
Building Product Database
Calculators
Change Orders
Contract Management
Cost Database
Customer Management
Customizable Templates
Electrical Estimating
HVAC Estimating
Historical Database
Job Costing
Plumbing Estimating
Project Management
Quote Management
Reporting/Analytics
Scheduling
Subcontractor Management
What-if Analysis

Construction Management

Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets

Contractor Management

Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Task Management
Work Hour Tracking

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Flooring

Not specified

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Technician Management
Work Order Management

Job Costing

Bills of Material
Change Orders
Cost-to-Completion Tracking
Invoice Management
Overrun Reporting
Percent-Complete Tracking
Purchase Order Management
Quotes / Estimates
Time Tracking
Work Order Management

Jobsite Management

Not specified

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Mobile Access
Quotes / Estimates
Scheduling
Service History Tracking
Technician Management
Work Order Management

Residential Construction Estimating

Bid Management
Billing & Invoicing
Building Product Database
Change Orders
Customer Management
Project Management
Quote Management
Scheduling

Roofing

Billing & Invoicing
Checklists & Inspections
Commercial / Industrial
Dispatch Management
Lead Management
Photo Capture
Quotes / Estimates
Scheduling
Work Order Management

Subcontractor

Not specified

Time Tracking

Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management

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