General / Setup
General information about Knowify and how to setup your account.
General
Getting started
- Service Jobs: Closing vs Deleting
- How to get access to the Catalog
- How to add a new Client in Knowify
- How to add a new Vendor in Knowify
- Important tasks to complete when setting up account
- How to import catalog products/services through Quickbooks Online
Subscription management
- What are the differences between the Knowify subscription plans?
- Yearly vs. monthly subscription plans
- Pricing
- How to activate your Knowify account
- Updating your Knowify billing information
- Change Knowify billing e-mail
User setup
- What is a non-access user?
- How to add users to your account
- How to reset a user's password
- How to change a user's login email
- How to add roles
- How to deactivate users
Admin section
- How To Organize your Jobs with Tags
- How to restrict users to their jobs only
- How to limit time approval to direct managers
- Advanced user permissioning [Enterprise plan]
- Why have my clients disappeared?
- How to set default payment terms
Clients
Vendors
Catalog
- How to re-activate a product or service
- How to delete a product or service
- How to use Service Templates
- What is the difference between a product and a service?
- How to add a product or service to the catalog
- How to edit a product or service