Marc Visent

  • Total activity 205
  • Last activity
  • Member since
  • Following 0 users
  • Followed by 0 users
  • Votes 1
  • Subscriptions 112

Articles

Recent activity by Marc Visent Sort by recent activity Recent activity Votes
  • When to use submittals [Growth and Enterprise plans]

    Submittals are required in complex, large projects where production specifications/technical data are sent to architects and engineers for approval to make sure that the correct items are installed...

  • What transactions sync with QuickBooks Desktop

    These are the lists and transactions synced with QuickBooks Desktop: 1. Clients (both directions) 2. Vendors (both directions) 3. Items (both directions) 4. Accounts, Classes, Employees (from Quick...

  • How to enter overtime and double time [Enterprise plan]

    Note First enable the overtime feature. Tracking overtime and/or double time for your crew members works the same way as entering standard time. Once the feature is enabled you will be able to se...

  • How to enter time in bulk

    If all the members of your crew worked the same amount of hours, save time with the bulk action and enter their time all at once in the foreman view. Select the employees for whom you would like ...

  • Reset smartphone app data on Android

    Android devices will not delete the account data when you delete the app. In order to have a clean start, you need to force your phone to delete the Knowify data. Please follow these steps on your ...

  • What is the Activity Feed?

    The Activity Feed is located in the Dashboard section and displays relevant information regarding your account. The content varies depending on your permissions, but these are the most relevant not...

  • Billing frequency in maintenance contracts

    Selecting the appropriate billing frequency for your maintenance contracts is very relevant when it comes to streamlining the invoicing process. The frequency determines how often Knowify will make...

  • How to get reports for a job

    Job-specific reports can be located in the Activity & Report section inside the job. If you are looking for aggregated job reports, you can go to Contract Jobs and, in the top navigation bar, sele...

  • How to sync with QuickBooks Desktop

    The QuickBooks Desktop integration has been developed in partnership with RightNetworks/Autofy, leading firm in QuickBooks Desktop hosting and integrations. This integration is available in our Gro...

  • How to import jobs from QuickBooks Desktop

    Jobs are displayed as subcustomers in QuickBooks Desktop, so the Sync Manager will import them as subcustomers by default.  Once in Knowify, you have the opportunity to convert a QuickBooks subcust...