Gage Ward
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Activity overview
Latest activity by Gage Ward-
Gage Ward created an article,
Line Item Descriptions and including them on Invoices
Sometimes, you may wish to include a description of specific line items on your contracts and/ or invoices. Knowify allows you to include additional detail on line items as either a general descrip...
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Gage Ward created an article,
Updating a resource's rate in all projects
When updating a resource's rate in the Rates & Resources section of Knowify this will update their rate on all jobs moving forward. However, for any existing projects or time entries, Knowify will ...
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Gage Ward created an article,
Downloading Job summary
Knowify allows you to to download a summary of Service and Contract Jobs for your records, or to send to clientsServiceFor service jobs, click the three dots in the upper right corner of the job an...
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Gage Ward created an article,
Add Purchase Orders from mobile app
Knowify allows mobile users to create POs on the go, assign them to jobs, and (depending on permissions) even assign PO numbers from the field! To get started, tap the plus icon on the bottom of th...
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Gage Ward created an article,
Service Assets
Knowify's Service Assets feature allows you to document and track installed pieces of equipment at a service location. This would include things like standby generators, HVAC systems, and display f...
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Gage Ward created an article,
Service Jobs: Closing vs Deleting
Knowify has two ways to terminate jobs, invoices, etc. They can either be Closed, or Deleted. Closed jobs can always be reopened at a later date if need be. They can be found in their respective se...
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Gage Ward created an article,
How to attach additional documents to an email
When sending an email out from Knowify (such as an Invoice or proposal) you have the option to attach additional documents to be included as attachments in the email.When preparing an email, select...
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Gage Ward created an article,
How to get a PO# from the mobile app
Any user with mobile access can submit a purchase from the field, however by default, the PO# is not directly visible to the user on the app. There is a permission titled Enable PO Pre-approval on ...
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Gage Ward created an article,
What does Location Denied mean for a check in/out time entry?
Some Time Entries will be shown as ‘Location Denied’ when being reviewed ‘Location Denied’ means that when the user was going through the initial mobile onboarding, they did not grant Knowify acces...
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Gage Ward created an article,
Entering time in Foreman View on Mobile
Foreman and other users with the Permission ‘Is a foreman or can access timecards’ are able to add or edit time for other users from the Knowify App Time can either be managed through the ‘Foreman’...