Marc Visent
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How to get access to the Catalog
The Catalog contains all products and services for your company. Given that it might display some proprietary information (custom pricing from providers, service templates, etc), only users with an...
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Subcontractor reporting [Enterprise plan]
If you are subscribed to an Enterprise plan, you will have access to a variety of reports regarding subcontractors: a) Subcontractor Documents: This report lists all the subcontractors on your list...
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Is the GAF estimating tool accurate?
The GAF estimating tool is based on GAF documentation, supplemented by significant feedback from the GAF CARE team. We believe that the tool can help contractors quickly estimate TPO roofing system...
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What is PERMITS.com?
You have better things to do with your time. PERMITS.com makes it easy for sign, solar, alarm and construction-related trade professionals to focus on what really matters, maintaining quality and g...
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Connect Knowify to hundreds of other apps with Zapier
Zapier lets you connect Knowify to 1,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between app...
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How to set up the integration with QuickBooks Desktop
Reach out to support@knowify.com to request access. We'll enable the section for you and guide you throughout the onboarding process. These are a few important considerations: 1. QuickBooks require...
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What are the differences between the Knowify subscription plans?
Knowify offers 3 account tiers—Essentials, Advanced, and Unlimited—detailed below. Essentials Perfect for self-starters, those without a team in the field, or any small business looking for a bette...
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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...
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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...
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How to enable parts inventory management
You can enable parts inventory management from the Admin section. Click on the Customize tab. Click on Parts inventory under the Features tab. Tick the checkbox for Enable parts inventory managem...