Knowify

AI Connector connects Knowify project data with supported third-party AI tools, including Claude and ChatGPT, through the Model Context Protocol (MCP). It allows an authorized user to ask questions in normal language about their actual Knowify information, for example, a contractor could ask: 'Which active jobs are over budget?' or 'Which customers have overdue invoices?' The AI tool uses the contractor’s Knowify data to provide an answer. This benefits business owners and executives who want rapid, automated summaries of company performance and predictive analysis without manually digging through spreadsheets.

This serves as the central hub for mapping out workflows, timelines, and communications between the field and the office. It provides comprehensive schedule tracking via Gantt charts, resource allocation tools, and unlimited document and photo storage, so teams can pin blueprints or upload job site photos directly to specific project phases. It benefits project managers and site foremen who need to keep remote crews organized and ensure construction milestones are hit on schedule.

This module manages the money side of a contractor’s project. It helps businesses create invoices, progress bills, payment applications, schedules of values, retainage records, payment reminders, and overdue-balance reports. It also compares actual project costs with the original budget. This benefits owners, bookkeepers, and finance teams because it helps them bill work more accurately, follow up on unpaid invoices, and they can predict and understand whether a project is still profitable.

Service Pro is Knowify’s field-service management feature for contractors that perform short jobs, repairs, maintenance visits, and recurring service work. It offers real-time dispatching dashboards, work order generation, detailed customer equipment history tracking, automated client appointment reminders, and on-site mobile payment processing. This is most useful for businesses that need to manage many short customer visits alongside larger construction projects.

Estimating, proposals, and contracts helps a contractor calculate the expected cost of a new job and prepare a professional client document. The contractor can use cost templates, enter quantities such as square feet or units, add labor and materials, include subcontractor costs, apply profit markup, and create a proposal or contract. It helps the business quote work consistently and reduces the need to re-enter the same job information after the customer approves the proposal.