Terrin Kalian
- Total activity 529
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Activity overview
Latest activity by Terrin Kalian-
Terrin Kalian created an article,
How to track prevailing wages in Knowify
Note: Prevailing Wage is available as a paid add-on to any Knowify subscription. Click here to contact us and learn more about upgrade options. Once prevailing wage is set up on a job, when trackin...
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Terrin Kalian created an article,
How to set up a project with prevailing wage in Knowify
Note: Prevailing Wage is available as a paid add-on to any Knowify subscription. Click here to contact us and learn more about upgrade options. When creating a new project, users will have the opti...
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Terrin Kalian created an article,
How to set up prevailing wages in Knowify
Note: Prevailing Wage is available as a paid add-on to any Knowify subscription. Click here to contact us and learn more about upgrade options. To set up prevailing wage rates in Knowify, navigate ...
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Terrin Kalian created an article,
How to limit time approval to direct managers
If you need to limit time approval so that users can only approve time for their direct reports, this can be done in the admin section with advanced permissions. First navigate to Admin Section > C...
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Terrin Kalian created an article,
How to share a CompanyCam project timeline with customers
Once a project has been created in CompanyCam through Knowify, CompanyCam galleries are saved as a remote link in the documents section of a Knowify project. To find the link Navigate to the Docu...
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Terrin Kalian created an article,
How to create a CompanyCam project for a job
To create a CompanyCam project that is connected to Knowify, open the job in Knowify first. From the Summary tab: Click on the three dots () to display the action panel. Click on Create in Compan...
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Terrin Kalian created an article,
How to connect Knowify to CompanyCam
You will be able to connect Knowify to your CompanyCam account from the Knowify Admin section under Customize. Click on Integrations. Expand the option Photos and portal by CompanyCam. Click on C...
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Terrin Kalian created an article,
How to add a 1099 vendor
To add a 1099 vendor to Knowify, first add a vendor. Once the vendor is in Knowify: Check the box that says Is a subcontractor. Click on Enable subcontractor as a resource so you can start tracki...
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Terrin Kalian created an article,
How to close an invoice without recording a payment
To close an invoice with an outstanding balance, first open up the details page of the invoice. Click the dropdown menu in the top right corner of the invoice. Click on Close.
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Terrin Kalian created an article,
How to see whether a client has received or opened a proposal email sent from Knowify
When you send a proposal from Knowify, you can see whether or not the customer has opened the email you sent. We provide information on 3 status: Emailed on Delivered on Opened on Emailed on Whe...