Marc Visent
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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...
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How to upload documents / pictures
You can upload new documents / pictures by opening the folder/location on your computer and simply dragging and dropping the file into your browser with Knowify. Additionally, you can browse your c...
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Job progress and backlog reports [Advanced plan]
If you are subscribed to Knowify's Advanced package, you get access to two additional reports in the Contract jobs section: Job progress report Backlog report Job progress report This report is ...
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How to apply for a permit via PERMITS.com
To request PERMITS.com services via Knowify, go to the job you would like to submit a permit for. Check information details of the Building Department. Click on Apply for Permit. The next step ...
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How to sync with QuickBooks Desktop
The QuickBooks Desktop integration has been developed in partnership with RightNetworks/Agave, a leading firm in QuickBooks Desktop hosting and integrations. This integration is available in our Ad...
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How to add a location
When adding a new location you will have the option to start adding items to it during the process or just create an empty one. Click the plus icon () on the left side section, which will start a...
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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...
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What is the maximum file size for document uploads?
The maximum file size for project document uploads depends on your subscription plan: Unlimited: up to 250Mb per file. Other plans: up to 50Mb per file. Interested in uploading larger files? If ...
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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...
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How to edit time entries in foreman view
If you need to adjust any time entry for your employees, you can edit it from the Foreman View section as long as the time entry has a yellow background. Enter time in any yellow time entry input...