Marc Visent

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Activity overview

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

    How to use QuickBooks products and services with Knowify

    When syncing invoices to QuickBooks from Knowify, you can use your income defaults as one way to control which Products/Services are used, but if you need more detail than this, you can also choose...

  • Marc Visent created an article,

    How to set auto-reminders for proposals [Growth and Enterprise plans]

    When sending a proposal out for signature, you will be able to set an automatic reminder from the Advanced settings section. Check Set auto-reminder to display additional settings. Set the cadenc...

  • Marc Visent created an article,

    How to set the fence radius for time tracking [Growth and Enterprise plans]

    You can set a fence radius to adjust the accuracy of your team check-ins and check-outs. This can be done from the Customize tab in the Admin section. Click on Time tracking to display settings. ...

  • Marc Visent created an article,

    How to sync a project to QuickBooks projects

    If you are subscribed to QuickBooks Online Advanced, Knowify will automatically sync projects to QuickBooks projects. With the project integration, all your Knowify projects (both contract jobs an...

  • Marc Visent created an article,

    Managing inventory parts in the field

    Mobile users can easily manage inventory part from their smartphone. They will be able to: Find parts across locations. Modify inventory levels. Assign parts to jobs. Note that only users with p...

  • Marc Visent created an article,

    Inventory logs in parts management

    To help you trace which parts were added, allocated, transferred, removed, and/or unallocated and when, we keep logs of each transaction that you can check under the tab View Inventory Logs. The l...

  • Marc Visent created an article,

    How to allocate parts to a job

    When using parts stored in your inventory location, you can allocate the cost of the item to the project from the parts inventory section. Click on the three dots () to display additional actions...

  • Marc Visent created an article,

    How to purchase materials against inventory

    You can purchase against inventory by assigning the purchased items to an inventory location. The quantity in inventory will be updated when the items in the purchase are marked as received. Paying...

  • Marc Visent created an article,

    How to export parts inventory data

    You can export your parts inventory into excel format. Click the spreadsheet document icon (). This will download an excel format file, named partsmanagementreport.xlsx, to your computer contai...

  • Marc Visent created an article,

    How to enable parts inventory management

    You can enable parts inventory management from the Admin section. Click on the Customize tab. Click on Parts inventory under the Features tab. Tick the checkbox for Enable parts inventory managem...