Terrin Kalian
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How to edit an invoice
To edit an invoice, locate the Invoices module, which may be on the modules bar on the left, or within the ‘More’ side modules bar: Once in the invoices module, click into the invoice by selecting ...
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Getting customized proposal/invoice templates in Knowify
Knowify offers the option to customize the proposal and invoice documents that you send your customers. Knowify's team can make a variety of changes, including adding a cover page, watermark, or fo...
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Does updating employee rates change existing time entries?
If you update your employee's hourly job costing rates in the Admin Section it updates the rate used for job costing on all new jobs moving forward. This does not update the existing time entries s...
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How to add phases on the smartphone app
Information In order for a user to do this, they must have the "is a Foreman or can approve timecards" as well as "Manages Jobs" permissions enabled in their account To add a phase on the smartp...
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How deposits work in Knowify
Knowify’s Deposits feature (*Must be enabled by Customer Support) allows users to automatically generate a deposit invoice upon signing a contract. This guide will cover how the feature works so yo...
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How to export data from Knowify
To get exported lists of data from Knowify, you can use the Export to XLS button in the bottom right corner of the following screens: Manage Clients Manage Vendors Manage Catalog Review Time Purch...
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How to store default documents
To keep documents in Knowify that you frequently need to send to clients and vendors, you can add them to the Documents tab of the Admin Section: Once they're in this section, you can choose them ...
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How to manually check out an employee
To check-out an employee in the office, go to the Time Tracker module under Check In/Out View and click Check out next to the time entry: Once checked out, clicking the wrench icon will allow you ...
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How to manually check-in an employee
To manually check-in an employee, go to the Time Tracker module under Check-in/out View and click Add New Entry: You will be prompted for an employee, job/phase, and Check In Time: If you do not ...
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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...