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  1. Knowify
  2. Contract management

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
See all 9 articles

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]
See all 10 articles

Reports

  • Owner Report
  • GC Report
  • Contract Progress Report
  • Retainage Report

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
See all 7 articles

Deposits

  • How deposits work in Knowify
  • Deposit vs. Down Payment
  • How to delete a deposit
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