Marc Visent
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Job progress report with tag filtering [Advanced Plans]
Enterprise plans include the Job Progress Report feature. This report will list all active jobs and will given you a sense of your project backlog. If you tag your jobs, you will also be able to i...
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I cannot find a catalog item
In most sections of Knowify, we offer a look-up feature that will help you select items from the catalog as you type. This is available, among other places, in contract line items, project plan pha...
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Testing QuickBooks Desktop with a test company file
You can test the QuickBooks Desktop integration with a test company file. However, in order to make the sync work, you'll have to take the following considerations into account: Swapping company f...
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How to delete a location
Caution Deleting a location cannot be undone after confirmation and all items related to this location will be removed without having the ability to transfer them. To delete a parts inventory loc...
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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...
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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...
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How to delete documents / pictures
Warning Deleting documents / pictures cannot be undone after confirmation. Click on the three dots () to display the action panel. Click on Delete. This will prompt a modal where you will hav...
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Advanced reporting [Advanced and Unlimited plans]
Advanced and Unlimited plans include the following Advanced Reporting features: Sales report Backlog report Labor costing report Job progress report with tag filtering Interested in this feature...
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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 ...
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QuickBooks Desktop Defaults
When setting up your QuickBooks Desktop integration, you will be asked to define a list of default accounts/services. These defaults are used to sync with QuickBooks when an invoice/bill/payment do...