Marc Visent
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How to request a submittal from a subcontractor [Enterprise plan]
You can request a submittal from your sub using our Submittals feature in the jobs details section. Click on the down arrow icon. Click on Request submittal from sub. This will prompt a submitt...
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How to move documents / pictures
With the ability to create folders within the Documents section, you can seamlessly move files between folders. Click on the three dots () to display the action panel. Click on Move. This will ...
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What to do if the QuickBooks Desktop Sync Manager stops working
There are a few requirements that QuickBooks imposes to any 3rd party application trying to access the company file. If the sync has worked in the past and stops working, you should verify that the...
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Sales report
The Sales Report displays all sales leads and their leads/bids for a certain time frame. The first tab contains a summary and there are as many additional tabs as sales leads with bids accepted or ...
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How to manually edit parts quantity from a location
To adjust the quantity for a given part, Select the location where you would like to adjust the inventory level. Hover over the item you need to adjust its quantity to display available actions. ...
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How to approve a submittal
When the submittal is labeled as Ready to review, this means that your subcontractor sent the documentation you requested. Click the submittal to review the documents. If the documentation look...
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How to apply a bulk action to documents / pictures
You can now select multiple items to be either moved to another folder or deleted at once. This can be accomplished by checking the box for the targeted documents / pictures or checking the select ...
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Maximum length errors with QuickBooks Desktop
Desktop has certain limitations when it comes to the length of transaction names. This affects client, vendor, job and item names, among others. To see the list of limitations, you can click here....
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How to transfer parts among locations
When you move parts from one location to another physically you can update the status of your locations by transferring parts in Knowify. Select the origin location. Hover over the item you would...
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How to request a revision to your sub
When the submittal is labeled as Ready to review, this means that your subcontractor sent the documentation you requested. Click the submittal to review the documents. If you need to request c...