Marc Visent

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  • 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...

  • 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...

  • 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 ...

  • What does the Dashboard Overview display?

    The Dashboard Overview summarizes the most relevant information about your jobs and team.  This section is divided by cards and each one represents a different area of Knowify. These are the most r...

  • 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...

  • 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...

  • 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...

  • 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...

  • Integrating Knowify with Paychex [Enterprise plan]

    Knowify generates a ready-to-import spreadsheet that you can use to import all your timesheets into Paychex. 1. To setup the integration, first contact our support team with your Paychex Customer I...

  • How do time entries get flagged as Overtime Candidate?

    Given that every company manages overtime differently, Knowify relies on the concept of Overtime Candidate (aka OT candidate) to manage overtime. 1. Knowify flags entries as OT candidates based on...