Gage Ward
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Activity overview
Latest activity by Gage Ward-
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...
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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,
How to add taxes to your proposal (Canadian Accounts)
Knowify allows you to set tax rates on your draft proposal and automatically apply these to selected line items on your project. When your proposal is in draft mode, select which line items you wou...
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Gage Ward created an article,
Add taxes to proposal (US Accounts)
Knowify allows you to set a tax rate on your draft proposal and automatically apply this to selected line items on your project. When your proposal is in draft mode, select which line items you wou...