Gage W
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Activity overview
Latest activity by Gage W-
Gage W created an article,
How to automate purchase order creation with expense auto-entry [Mobile]
Knowify's AI powered expense auto entry allows mobile users to upload photos of Invoices, receipts, etc. to automatically create a PO, instead of having to manually create each PO from scratch! ...
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Gage W created an article,
Set Default Material Markup For T&M Service Jobs
Information This feature is only avaliable to users with ServicePro enabled. For more information on ServicePro, contact Support@Knowify.com By default, when cr...
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Gage W created an article,
Editing an invoice with a payment
Sometimes you may need to edit an invoice that already has a payment against it. By default, Knowify will not let you edit an invoice that already has a payment logged:The solution here is to delet...
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Gage W created an article,
How to manage proposal Alternates/Options in Knowify
For some jobs, you may wish to provide your client with multiple options, or alternates, for how the job can be preformed. For example, if you were building a Koi Pond for a client you may also wan...
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Gage W created an article,
How to sync data from QuickBooks Online to Knowify
Data from Knowify to QuickBooks will sync automatically at the time of submission (for example: you create a new project). In addition, Every time you log into Knowify, a sync will be triggered to ...
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Gage W created an article,
Job Templates
Knowify's Job Templates feature allows you to quickly and easily create a 'Template' contract job complete with a Plan and Track, Proposal, Documents, Forms etc. Moving forward, whenever you create...
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Gage W created an article,
Job Templates
Knowify's Job Templates feature allows you to quickly and easily create a 'Template' contract job complete with a Plan and Track, Proposal, Documents, Forms etc. Moving forward, whenever you create...
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Gage W created an article,
Set Previous Values
If you have a job that was worked on prior being added to Knowify, the 'Set Previous Values' feature will allow you to quickly and easily add all of the job's costs in bulk so you can get up to spe...
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Gage W created an article,
Advanced Permissions
Users who have Knowify's top-tier subscription level will have access to our Advanced Permissions! These give you access to more modular control over your account, and powerful tools that make mana...
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Gage W created an article,
Schedule Queue Settings
Knowify's Scheduling Queue is a powerful tool that lets you review your upcoming work and plan accordingly! In order to make the most out of this queue, Knowify offers a number of settings to fully...