Terrin Kalian
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How to schedule an employee on a job/phase using Job Board
To schedule an employee, contractor or equipment on a job phase, go to your Job Board in the Scheduling module. To start, click the employee's name on the lefthand side of the screen: Then select ...
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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 sync hours from Knowify to QuickBooks
You can select any of the hours entered into Knowify and send them to Quickbooks for payroll purposes. You’ll do this in the review time section where you are going to see a list of all of the time...
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How to send a work order to a subcontractor
To send a work order to a subcontractor, first you'll need to make sure you have subcontractors enabled on the relevant phase of the job (in order to do this, the Plan&Track section needs to be swi...
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How to allocate all costs from one job to another
To move job costs from one job to another, first open up your Job Costing Hub and type in the name of the job that you're moving the costs from at the top of the screen This will then give you th...
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Approving Purchases and Approval Authority
When you are setting up your users in Knowify, you have the option to set a user’s approval authority and direct manager. The approval authority is the user’s limit where any purchase above that am...
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Integrating Knowify with Square
Knowify can connect to your Square account so that you can accept credit card payments from clients right through your Knowify invoice emails. Below you can find a video tutorial on how to get star...
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How to edit time entries
To edit a time entry, go to the Review Time section and click the edit icon to the right hand side of the entry you'd like to change: This will open a slideout where you can edit all details of th...