Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
How to schedule resources for non-consecutive days with assignments
When scheduling contract jobs in Knowify, assigning resources to a phase will automatically schedule them to work every day that phase is scheduled. But sometimes field staff need to be scheduled o...
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Working with Coast and Knowify
How Projects, Items (Phases), and Receipts Flow Through QuickBooks OnlineThe Coast + Knowify integration works through QuickBooks Online (QBO) as the system of record.The flow looks like this: Know...
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How to sync Intuit Enterprise Suite Dimensions with Knowify
With the launch of Dimensions in Intuit Enterprise Suite (IES), Knowify now supports full integration with your QuickBooks Dimensions setup — giving you new ways to track and report on your busines...
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How to create a daily log
Before creating a daily log, it's recommended that users enable production tracking and update phase progress. Once phase progress has been entered/tracked, navigate to the Logs section of the rel...
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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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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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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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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 > Cu...
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How to enter a reimbursement on the smartphone
To enter or request reimbursement via the smartphone app, first, click the menu button in the top right corner of the screen: Then select Purchases from the menu: In the purchases screen, click A...
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How to use the Client Database
One of the simplest tools Knowify offers to help with customer relations is the client database. Knowify will keep track of all clients that have been entered into your account, as well as all of...