Marc Visent

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  • Maximum length errors with QuickBooks Desktop

    Desktop has certain limitations when it comes to the length of transaction names. This affects client, vendor, job and item names, among others. To see the list of limitations, you can click here....

  • How to set up the integration with QuickBooks Desktop

    These are the steps to set up the integration: 1. Reach out to support@knowify.com to request access. We'll enable the section for you. 2. Once our Support Team get backs to you and provides access...

  • How to send an RFI

    You can start this process in the Job details in the RFIs section. Click on Send new RFI. This will prompt a form that you will have to fill out before sending the request to your customer. E...

  • How to delete an RFI

    Caution Deleting a request for information cannot be undone after confirmation and will void any links to the RFI portal. To delete an RFI: Click the RFI you would like to delete. This will o...

  • How to extend the RFI's deadline

    Once the RFI is expired, your customer will no longer have access to the external portal to answer your request. You can reactivate the portal by extending the RFI's expiration date. Click the RF...

  • How to delete a submittal

    Caution Deleting a submittal cannot be undone after confirmation and the action will also delete all the revisions associated with that submittal and void any links to the submittals portal. To d...

  • Sales report

    The Sales Report displays all sales leads and their leads/bids for a certain time frame. The first tab contains a summary and there are as many additional tabs as sales leads with bids accepted or ...

  • How to enable WIP

    If you wish to have WIP displayed on the profitability charts, go to the Admin section. You will find this setting in the Customize tab under Feature. Click on Project Management. Tick the check ...

  • How a third-party approver can review the submittal [Entreprise plan]

    Once you requested a submittal from a subcontractor and they sent the requested information to you, you can ask someone outside Knowify to review the submitted documentation and approve it or reque...

  • How to request a revision to your sub

    When the submittal is labeled as Ready to review, this means that your subcontractor sent the documentation you requested. Click the submittal to review the documents. If you need to request ch...