Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
Updating your Knowify billing information
To update or change the Credit Card that you use to pay for your Knowify subscription, you’ll want to go to login to your account, go to the Admin Section, and choose the “Subscription” tab. This w...
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How to change a user's login email
First, go to admin section under the “Users” tab Then choose the user who’s e-mail you’d like to edit from the list and click the edit button on the right hand side. This will open a window where y...
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How to add users to your account
To add users to your Knowify account, go to your Admin Section under the Users tab: Once in this screen, click Add User: This will pull up a form for you to enter the users' information. First it ...
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Pulling emails into Knowify job logs
Information This feature is only offered to accounts on Unlimited level subscriptions If you’d like to keep a record of customer e-mail correspondence in your Knowify jobs, the “Pull Emails” feat...
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How to convert a service ticket into a contract job [Legacy]
To create a Contract Job out of a Service Ticket, first find the ticket in the Service Map, and click it on the lefthand side of the screen: Then under More Actions in the map, you'll have the opt...
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How to view costs on a service job [Legacy]
To view all costs associated with a service ticket, go to the Service History section of your Service Jobs module to find the ticket in mention, then click the arrow on the lefthand side of the scr...
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How to edit the address of a service ticket [Legacy]
To start editing, click the ticket on the left, and it should pop up an edit button on the right: When editing, you’ll be brought to a similar screen to the one where you created the ticket: You ...
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How to edit a service ticket [Legacy]
To edit a service ticket, first locate the ticket in your Service Map screen and click the ticket on the lefthand side. This will bring up the details in the map: Clicking More Actions in the map ...
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How to close a job
To close a job in Knowify, first go to the Contract Jobs screen and click the View Details arrow next to the job you'd like to close This will open the job's summary page, which will have an e...
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How to reset a user's password
You can reset a user's password any time from the Admin section. Click on the Users tab. Click the key icon next to the user who's password you would like to reset. Enter the new password. Tickin...