Project Management
Guides on managing projects in Knowify. Scheduling, phase management, client communication, etc.
General
- Customer portal [Enterprise plan]
- Additional dashboard cards [Enterprise plan]
- Use job tags to track leads
- Contract Jobs Table
- How to use the Client Database
- How to switch Plan & Track to edit mode
Plan & Track
Time Tracking
- How to edit time entries in foreman view
- How to enter overtime and double time [Enterprise plan]
- How to enter time in bulk
- Tracking time for your crews
- Payroll Report
- Foreman Report
Job Costing
- Resource budgeting [Growth and Enterprise plans]
- How to exclude tax rates from job costing
- Approving Purchases and Approval Authority
- Flexible spending purchase orders
- How reimbursements work in Knowify
- How to close a purchase order (without bill)
Document management
- Storing documents / pictures
- How to upload documents / pictures
- How to create a folder [Growth and Enterprise plans]
- How to delete documents / pictures
- How to rename documents / pictures
- How to move documents / pictures
Task management
- Managing tasks [Growth and Enterprise plans]
- How to add a new task
- How to assign a task
- How to edit a task
- How to mark a task as complete
- How to delete a task
Subcontractor Management
- How to log subcontractor costs in jobs
- Subcontractor reporting [Enterprise plan]
- Advanced subcontractor management [Enterprise plan]
- How to mark a vendor as a subcontractor
- How to delete a subcontractor PO
- Tracking a multi-line subcontract in Knowify
Contract Management
- How to see whether a client has received or opened a proposal email sent from Knowify
- What is the Associated Contract Item in each job phase?
- Sending one proposal to multiple GCs
- Default expiration time for proposals
- How E-Signature Works
- How to delete a contract
Change Order Management
- How turn a Change Order into a Phase in Plan & Track
- Change Order Report
- How to apply a client credit or refund
- How to create a change order
- How to delete a Change Order
- How to revert a change order to draft
Service Jobs
Invoicing
- How is retainage synced from Knowify to Quickbooks?
- How to edit the schedule of values on an AIA contract
- How to change the invoice number
- How to manage and invoice holdback on contracts
- What is stored materials for in AIA invoicing?
- How to record partial invoice payments
Scheduling
- Managing dependencies [Growth and Enterprise plans]
- Advanced scheduling: Job Board [Growth and Enterprise plans]
- How to generate a gantt chart for a project
- How to view an employee's schedule
- How to schedule an employee on a job/phase using Job Board [Growth & Enterprise plans]
- How to change the dates of a job in corporate calendar