Frank Brogie
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Activity overview
Latest activity by Frank Brogie-
Frank Brogie created an article,
About Live Equipment Tracking in Knowify (Powered by FleetSharp)
Managing service work and equipment in the field means managing a lot of moving parts — trucks, tools, people, and jobs — all at once. With Live Equipment Tracking, Knowify gives you real-time visi...
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Frank Brogie created an article,
How to match tracked equipment in Knowify and FleetSharp
With Live Equipment Tracking from Knowify + FleetSharp, you can see the GPS location of your tracked equipment live in Knowify. (Learn more: Live equipment tracking in Knowify)Once you’ve connected...
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Frank Brogie created an article,
How to connect your FleetSharp account and activate live equipment tracking in Knowify
To activate live equipment tracking inside Knowify, you’ll need to connect your FleetSharp account using an API token. This is a one-time setup, and should take 5 minutes or less.Before starting, m...
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Frank Brogie created an article,
Introducing the new scheduling experience
Knowify’s scheduling tools have been redesigned to give you a clearer, more complete way to plan work across projects, phases, tasks, and people.The new scheduling experience centers around two pri...
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Frank Brogie created an article,
How to create, send, and track service quotes on the go in the Knowify mobile app
Service quotes allow you to send customers a professional scope of work and price estimate before committing to the job. With the Knowify mobile app, you can create, edit, send, and manage quotes o...
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Frank Brogie created an article,
Zapier trigger: Time entry approvals
With the “Time entry approved” trigger in Zapier, you can create automations that run the moment a time entry is approved in Knowify.Learn more about Knowify + Zapier here >>>Here's how it works: W...
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Frank Brogie created an article,
How to customize the payment link text on your Knowify invoices
When you email an invoice with online payments enabled, Knowify includes a payment link so your customer can pay by ACH or credit card. You can customize the wording of this link to match your styl...
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Frank Brogie created an article,
How to manage Maintenance Agreements
The Maintenance Agreements page is your hub for tracking all ongoing service contracts. It gives you a clear view of upcoming visits, contract status, and profitability. You can use this page to an...
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Frank Brogie created an article,
How to send and request submittals
Submittals in Knowify help you manage the exchange of project documents that require review and approval. This article explains how submittals work and how to use Knowify to manage both sides of th...
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Frank Brogie created an article,
Zapier trigger: Purchase order updates
With the “Items marked as received on a purchase order” trigger in Zapier, you can create automations that trigger the moment materials are marked as received in Knowify.Learn more about Knowify + ...