Marc Visent

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Activity overview

Latest activity by Marc Visent
  • Marc Visent created an article,

    Production tracking

    With Knowify you can track units of progress for each of your projects at the phase level. You can set up the unit of measure when the plan is in budget mode and then track progress when the plan i...

  • Marc Visent created an article,

    Creating a project plan

    Your project plan in Knowify contains phases, budgets, and work order information. You will be able to view your project plan and track your progress from the Plan & Track section inside each job. ...

  • Marc Visent created an article,

    How to generate a payment link

    If you are generating your invoices with Knowify but not sending them from the platform, you can still generate a payment link for the customer to pay and share it outside Knowify. You can also use...

  • Marc Visent created an article,

    Online payments

    Knowify has partnered with leading payment processing companies to offer you electronic payments directly in your Knowify account, which allows you to: Send electronic payment links with any of yo...

  • Marc Visent created an article,

    Smartphone app vs. Web app

    Knowify’s mobile application is designed to be a technicians tool that allows Knowify users to log their time, create purchases, submit pictures/notes, and view some of the general job information ...

  • Marc Visent created an article,

    How to adjust notification settings

    Notifications may be received via email, alerts, and/or app notifications. You can select which methods are more convenient for you as follows. Click on the user icon () which will open a side pa...

  • Marc Visent created an article,

    Notifications

    Knowify will send you notifications regarding certain events that took place on the platform. Notifications may be sent using the following methods: Emails: you receive an email at the email addre...

  • Marc Visent created an article,

    Removing the main administrator from your Knowify account

    If the user with the role of main administrator in your Knowify account leaves your company and you need to remove their access, you will have to contact our support team at support@knowify.com. Fo...

  • Marc Visent created an article,

    Preventing former employees from accessing company data

    On occasions, you might have to remove users from the account because you have parted ways with the employee. When that happens, Knowify is designed to prevent those employees from accessing your c...

  • Marc Visent created an article,

    How to import clients, vendors, and catalog into Knowify

    If you have lists of clients and vendors you frequently do business with, or a catalog of products and services, they can be imported into your Knowify account. However, the process differs dependi...