Integrations · Accounting
ControlBoard and Knowify
ControlBoard® brings jobs in from Knowify and matches them to the jobs you already have by number and name, so work you sold in Knowify is ready to schedule without retyping. New jobs arrive with the customer they name. Knowify stays the system of record for estimates, contracts and billing.
What flows where
Your system keeps the money. ControlBoard runs the work.
Read on a schedule and on request.
Knowify
The ledger, billing, payroll and the records themselves. Knowify stays the system of record.
Into ControlBoard
- Jobs, matched by number and name
- Customers the jobs name
ControlBoard®
Schedules the labor and equipment, tells the field, collects the hours and keeps job cost and the forecast live.
Getting connected
Connect your Knowify account.
Review the first match of jobs.
Let the scheduled read bring new jobs in.
Common questions
Will the import duplicate jobs we already have?
No. Jobs are matched by number and name first, and only jobs with no match are added.
Does ControlBoard change anything in Knowify?
No. ControlBoard reads jobs; billing and contracts stay in Knowify.