Marc Visent

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  • What is the maximum file size for document uploads?

    The maximum file size of project document uploads depends on your subscription plan: Essentials*: up to 5Mb per file. Plus: up to 10Mb per file. Growth: up to 20Mb per file. Enterprise: up to 100M...

  • What are the differences between the Knowify subscription plans?

    Knowify offers 4 account tiers—Plus, Growth, Enterprise, and Beyond Enterprise—detailed below. Plus Features Up to 50 active jobs Add additional full access and mobile users at listed rates Contra...

  • Creating a project plan

    Your project plan in Knowify contains phases, budgets, and work order information. You will be able to view your project plan and track your progress from the Plan & Track section inside each job. ...

  • How to avoid tax discrepancies when syncing invoices with QuickBooks

    QuickBooks Online rounds taxes in a way that might generate inconsistent tax amounts when syncing invoices. Read more about this issue here. In the screenshot below you can see the rounding error...

  • Production tracking

    With Knowify you can track units of progress for each of your projects at the phase level. You can set up the unit of measure when the plan is in budget mode and then track progress when the plan i...

  • How to generate a payment link

    If you are generating your invoices with Knowify but not sending them from the platform, you can still generate a payment link for the customer to pay and share it outside Knowify. You can also use...

  • 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...