Contract management
General
- Unbilled Value
- 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
Proposals / Bids
- How to add taxes to your proposal (Canadian Accounts)
- Add taxes to proposal (US Accounts)
- Managing Contract Job Workflows in Knowify
- How to enable homeowner financing on proposals and service quotes
- How to mark a proposal/contract as rejected
- E-signature advanced options
Reports
Change orders
- How to add multiple line items to the same change order
- 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 to delete a Change Order