Contract management
General
- How to print your schedule of values on a job
- How to setup default terms and conditions
- How to use Knowify's Unit-Based Billing
- How to switch an active contract back to draft mode
- How to edit the schedule of values on an AIA contract
- How to edit a line item on a fixed price contract
Proposals / Bids
- Getting customized proposal/invoice templates in Knowify
- Default expiration time for proposals
- How to see whether a client has received or opened a proposal email sent from Knowify
- How to set auto-reminders for proposals [Growth and Enterprise plans]
- Sending one proposal to multiple GCs
- How to not attach a PDF copy of the proposal [Growth and Enterprise plans]
Reports
Change orders
- How to create a change order
- How to revert a change order to draft
- How to change the approval date of a change order
- How to apply a client credit or refund
- How turn a Change Order into a Phase in Plan & Track
- How to delete a Change Order