Marc Visent
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How to share documents / pictures with mobile user
You can toggle on and off which documents you would like to have displayed to mobile users on the smartphone application, and which files to keep internal for office users only. This can be done by...
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Billing frequency in maintenance contracts
Selecting the appropriate billing frequency for your maintenance contracts is very relevant when it comes to streamlining the invoicing process. The frequency determines how often Knowify will make...
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How to remove parts from a location
To remove a part from a location, Select the location you would like to remove parts from. Hover over the item you would like to remove. Click on more to display additional actions. Click on Remo...
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How a third-party approver can review the submittal [Entreprise plan]
Once you requested a submittal from a subcontractor and they sent the requested information to you, you can ask someone outside Knowify to review the submitted documentation and approve it or reque...
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How to avoid tax discrepancies when syncing invoices with QuickBooks
QuickBooks Online rounds taxes in a way that might generate inconsistent tax amounts when syncing invoices. Read more about this issue here. In the screenshot below you can see the rounding error...
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How to share documents / pictures with customers [Enterprise plan]
Note First activate the customer portal for the corresponding job. You can share documents / pictures with your customers by clicking the person icon. The icon will be highlighted green when it i...
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How to export parts inventory data
You can export your parts inventory into excel format. Click the spreadsheet document icon (). This will download an excel format file, named partsmanagementreport.xlsx, to your computer contai...
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How to edit a submittal
You can only edit a submittal when it is in Draft mode. Click the submittal you would like to edit. The details of the submittals will be displayed and you will be able to edit all fields excep...
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How to add a remote document [Growth and Enterprise plans]
Remote documents are useful to link to specs from a website or from a very large document that you store in an external service, such as Dropbox or Google Drive. You can also use the to point to sp...
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Inventory logs in parts management
To help you trace which parts were added, allocated, transferred, removed, and/or unallocated and when, we keep logs of each transaction that you can check under the tab View Inventory Logs. The l...