Frank Brogie

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Activity overview

Latest activity by Frank Brogie
  • 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...

  • 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...

  • 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...

  • 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...

  • 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...

  • 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 + ...

  • Frank Brogie created an article,

    How to enable homeowner financing on proposals and service quotes

    On bigger residential jobs, cost is often the biggest barrier. With homeowner financing, powered by Intuit Credit Karma, you can offer your customers a simple “pay over time” option right on your p...

  • Frank Brogie created an article,

    How to accept online payments for your invoices

    Did you know you can accept online credit card and ACH payment for invoices created in Knowify?With our free integration to QuickBooks Payments, you can automatically include payment links when inv...

  • Frank Brogie created an article,

    How to simplify certified payroll jobs with Knowify + Lumber

    Managing prevailing wage jobs is one of the toughest parts of running a contracting business. Between tracking hours, applying the right wage rates, and generating certified payroll reports, it’s e...

  • Frank Brogie created an article,

    How to connect Knowify and Lumber

    Connecting your Knowify and Lumber accounts allows you to sync time cards between the two systems, giving you one streamlined workflow for tracking labor costs, paying your crew, and running certif...