Gage Ward
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Activity overview
Latest activity by Gage Ward-
Gage Ward created an article,
Broadcast Email List
If you have specific users you would like kept in the loop on everything outgoing from Knowify, we can utilize a feature called the Broadcast Email List. Once we have added a user to your Broadcast...
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Gage Ward created an article,
How to build and share Daily Logs from the Knowify mobile app
Knowify's Daily Logs feature allows you to review and input the most pertinent information from a given job on a day to day basis, including photos, notes, and safety incidents. Daily Logs will be ...
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Gage Ward created an article,
Assignments VS Phases Using Knowify's scheduling tools
When using Knowify's scheduling tools, you may notice that you are able to schedule both Phases and Assignments. These are distinct tools that each have their own uses and advantages when planning ...
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Gage Ward created an article,
Invoicing styles
When creating your fixed price invoices in Knowify, you are given several different invoicing styles to choose from based on the job, client, etc. Each one has its own benefits, and we encourage yo...
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Gage Ward created an article,
Internal Projects
Within Knowify, you will have a number of Internal Projects. These are user facing projects that give you a place in Knowify to log expenses, hours, and notes the same way you would on any other co...
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Gage Ward created an article,
How to review and manage Daily Logs
Knowify's Daily Logs feature allows you to review the most pertinent information from a given job on a day to day basis, including photos, notes, and safety incidents. Daily logs will be created au...
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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,
Quoting Performance Report
The Quoting Performance Report provides an overview of month over month performance within a specified timespan, including number of projects, their total value, and profit/loss metrics.It is usefu...