Managing contract jobs

Knowify gives you a framework to stay organized and on track for the entire lifecycle of a project. You can manage all your projects from the Contract jobs section under the Manage contract jobs tab.

• Financial overview
• Automated contract workflow
• Custom workflow

Financial overview

You will have access to a list of all projects that have been created or imported to Knowify. The list view will provide an overview of your projects with project details and financial information such revenue, cost, and profitability.

You will be able to look at an individual project or group of projects by:

• Searching by project name, client name, address, or tags.
• Filtering by contract status; closed and rejected statuses will be unselected by default.
• Sorting by recently viewed, project name, client name, or date created.

To improve the performance of your account, we recommend that you close your projects once they are fully invoiced and no more work is expected. You will have the ability to close jobs in bulk to speed up this action.

Automated contract workflow

When creating a job in Knowify, a contract status will be assigned to it automatically. The workflow view will help you keep track of your progress from a contract perspective.

Custom workflow

If you have your own workflow stages, you can easily create a custom workflow and quickly move jobs around as you make progress (only for advanced and unlimited plans).