Marc Visent

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Activity overview

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

    Advanced user permissioning [Enterprise plan]

    If you are subscribed to Knowify's Enterprise package, you can enable additional restrictions in your account: 1. You have the ability to restrict Project Managers and Sales Leads access to their ...

  • Marc Visent created an article,

    Job Progress and Backlog reports [Enterprise plan]

    If you are subscribed to Knowify's Enterprise package, you get access to two additional reports in the Contract Jobs section: 1. The Job Progress Report is similar to the Advanced Jobs Report, but ...

  • Marc Visent created an article,

    Tasks dictionary [Enterprise plan]

    If you are subscribed to Knowify's Enterprise package, you get access to the tasks dictionary. The tasks dictionary is managed in the Tasks section, and it allows you to create tasks commonly used ...

  • Marc Visent created an article,

    Customer portal [Enterprise plan]

    If you are subscribed to Knowify's Enterprise package, you will be able to enable the customer portal for any of your jobs. This then creates a custom portal link and lets you control which data y...

  • Marc Visent created an article,

    Additional dashboard cards [Enterprise plan]

    If you are subscribed to Knowify's Enterprise package, you will be able to further customize your Dashboard experience. These are the additional cards available: Subcontractor POs Change Orders RF...

  • Marc Visent created an article,

    Job progress report with tag filtering [Enterprise plans]

    Enterprise plans include the Job Progress Report feature. This report will list all active jobs and will given you a sense of your project backlog. If you tag your jobs, you will also be able to i...

  • Marc Visent created an article,

    Labor costing report [Growth and Enterprise plans]

    The labor costing report allows you to break down your labor hours by (1) type of work or (2) phase name for a given time frame.  It will also produce a summary of all the time entries that were i...

  • Marc Visent created an article,

    Backlog report [Enterprise plan]

    The backlog report will provide you information on the contract value left in your active jobs along with budget progress. This is a useful report for: Work-in-progress information Under/over bil...

  • Marc Visent created an article,

    Advanced reporting [Growth and Enterprise plans]

    Growth and Enterprise plans include the following Advanced Reporting features: Sales report Backlog report Labor costing report Job progress report with tag filtering Interested in this feature?...

  • Marc Visent created an article,

    Sync Error: String length specified does not match the supported length

    QuickBooks Online has limitations in length for client, vendor and item names, among others. The names of these objects must remain under 100 characters. Please refer to the following page for furt...