If you use the Breakdown or Bill of Materials feature in Knowify when creating contracts, this information can be carried over to your Plan & Track section to place Purchase Orders and track hours and materials against estimated quantities. To start, we’ll create a line item with Materials and Labor (this can also be automated with Service Templates!):

Once the project is active, go to the Plan & Track section where you’ll see a prompt asks “Would you like to use the contract breakdown as budgets for this job?” which, when clicked, carries this information into the phase:

Then once the Plan & Track is switched to Active mode again, you can create a PO simply by clicking “Order Materials”:

And all hours will be tracked against the estimated quantities:

Comments
0 comments
Please sign in to leave a comment.