Marc Visent
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How to add parts to a location
You can add new parts to any location. Once you select the location where you would like to add a part to, Click on Add parts. Select the item(s) you would like to add from the catalog. Enter the...
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How to send a submittal for approval
You can always get ahead of your customer and start the submittal process by sending them the specs of materials you agree on the schedule of submittals. You can start this process in the job detai...
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How to rename documents / pictures
You have the ability to rename documents / pictures within the Documents section. Click on the three dots () on the right side of any document / picture. Click on Rename. This will prompt a mod...
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Backlog report [Enterprise plan]
The backlog report will provide you information on the contract value left in your active jobs along with budget progress. This is a useful report for: Work-in-progress information Under/over bil...
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Advanced scheduling: Job Board [Growth and Enterprise plans]
Growth and Enterprise plans have access to the Job Board, a more robust scheduling tool that will allow you to schedule multiple jobs with multiple phases in one view. With job board you can: Eas...
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How to import jobs from QuickBooks Desktop
Jobs are displayed as subcustomers in QuickBooks Desktop, so the Sync Manager will import them as subcustomers by default. Once in Knowify, you have the opportunity to convert a QuickBooks subcust...
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How to set auto-reminders for proposals [Growth and Enterprise plans]
When sending a proposal out for signature, you will be able to set an automatic reminder from the Advanced settings section. Check Set auto-reminder to display additional settings. Set the cadenc...
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How to sync a project to QuickBooks projects
If you are subscribed to QuickBooks Online Advanced, Knowify will automatically sync projects to QuickBooks projects. With the project integration, all your Knowify projects (both contract jobs an...
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Managing inventory parts in the field
Mobile users can easily manage inventory part from their smartphone. They will be able to: Find parts across locations. Modify inventory levels. Assign parts to jobs. Note that only users with p...
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How to allocate parts to a job
When using parts stored in your inventory location, you can allocate the cost of the item to the project from the parts inventory section. Click on the three dots () to display additional actions...