Project management
Guides on managing projects in Knowify. Scheduling, phase management, client communication, etc.
General
- Manage Leads [Growth/Enterprise feature]
- How to add a job
- Advanced project management [Growth and Enterprise plans]
- How to change a job's name
- How to change a job's client
- How to set a job-site address
Plan & Track
Analytics
- What does the Dashboard Overview display?
- What do the different dashboard charts mean?
- Additional dashboard cards [Enterprise plan]
- Dashboard Card - Contract Jobs Overview
- Dashboard Card - Contract Jobs Flow
- Dashboard Card - Daily Job Status
Scheduling
- How to view an employee's schedule
- How to add a job to the corporate calendar
- How to change the dates of a job in corporate calendar
- How to unschedule a job
- How to change the date of a service ticket
- Advanced scheduling: Job Board [Growth and Enterprise plans]
Reports
- How to get reports for a job
- Job Progress and Backlog reports [Enterprise plan]
- Labor costing report [Growth and Enterprise plans]
- Job progress report with tag filtering [Enterprise plans]
- Advanced reporting [Growth and Enterprise plans]
- Backlog report [Enterprise plan]
Job phases
Document management
- Storing documents / pictures
- How to upload documents / pictures
- What is the maximum file size for document uploads?
- How to create a folder [Growth and Enterprise plans]
- How to delete documents / pictures
- How to rename documents / pictures
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
Customer portal
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
RFIs & Submittals
- When to use RFIs [Growth and Enterprise plans]
- How to send an RFI
- How to delete an RFI
- How to extend the RFI's deadline
- When to use submittals [Growth and Enterprise plans]
- How to send a submittal for approval