Knowify sits on top of QuickBooks as the contractor-specific front end that QuickBooks itself doesn't provide: detailed phased estimates and budgets, job costing by cost code, AIA progress billing, change-order management, progress and milestone billing, time and materials, subcontractor management, and crew scheduling. The idea is to keep QuickBooks as the GL/financial system of record while Knowify handles everything that makes contractor accounting actually work.

For HVAC contractors, Knowify handles both sides of the business: large multi-phase commercial installs billed via AIA G702/G703, and smaller residential service calls billed T&M or flat-rate. Crew scheduling, technician time tracking (via mobile app), and photo/document capture tie field activity to job costs in real time. Because the QuickBooks sync is two-way, transactions entered in the field flow to the GL, and customer/vendor/item data stays consistent.

Knowify's $99/month starting price and SaaS model make it one of the most accessible construction-grade accounting upgrades for HVAC shops running QuickBooks. It's a pragmatic fit for 3-30 truck HVAC businesses that have outgrown plain QuickBooks (no real job costing) but don't want to migrate to a Sage or Foundation implementation. Knowify is headquartered in New York City and has been trade-contractor focused since 2012.