Gage Ward
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Activity overview
Latest activity by Gage Ward-
Gage Ward created an article,
How Stored Materials move into Work Complete - AIA invoicing
'Stored Materials' is a term used to describe materials or costs that have been invested into a job/ line item, but are not actively being used yet. The most common example of stored materials are ...
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Gage Ward created an article,
Creating an AIA Invoice
Knowify supports standard AIA Invoicing. However, before you can use this invoicing style, a few things must be set up: Ensure you Have enabled AIA Invoicing in your settings. Create a job with an...
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Gage Ward created an article,
Linking QuickBooks bills to Phases in Knowify
Knowify and QuickBooks allow you to create a bill in QuickBooks and have this expense log to both the specific job and phase it is associated with in Knowify. This does require specific setup in Kn...
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Gage Ward created an article,
Tasks Report
The Tasks Report is a record of all tasks created within a specified time frame, as well as a summary of the tasks, including creation date, related job (if any), and who it was assigned to:The rep...
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Gage Ward created an article,
Job Tag Summary Report
The Job Tag Summary Report provides a list of all tags used within a specified date range, as well as information about the projects these tags were applied to.In this example, the tag 'Plumbing' w...
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Gage Ward created an article,
Export Users Report
The 'Export Users' Report provides a list of all active and inactive users within your Knowify account, and their user profile information, such as Role, Access Type, and Email Address. It can be f...
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Gage Ward created an article,
How to close a bill without payment
If you have an outstanding bill that you need to close without receiving payment, navigate to the bill, click the three dots in the top right corner, and select 'Close'This will change the bill's s...
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Gage Ward created an article,
Advanced Jobs & Work In Progress Report
Knowify offers two distinct reports designed to give you a complete overview of all relevant information on your jobs, including invoicing, time, and costing information. They are the Advanced Jobs...
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Gage Ward created an article,
Edit or Delete Deliverables
The cost and invoicing of Time and materials jobs are dictated by the billable items created through contract deliverables that are built for the job. There may be times when you need to edit or de...
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Gage Ward created an article,
Hide resource on scheduling board
Sometimes, you may not want a resource to show up as an option when scheduling jobs, but they still need to be included in Knowify for Admin/ job costing purposes. This may include office staff, ma...