Terrin
- Total activity 527
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 4
- Subscriptions 280
Articles
Recent activity by Terrin Sort by recent activity-
What do the different dashboard charts mean?
The Knowify dashboard has a variety of different cards that offer reporting on your job data. You can learn more about what information they give here: Contract Jobs Overview - This card shows the...
-
Dashboard Card - Contract Jobs Progress
In the Dashboard module you'll see the Contract Jobs Progress card: This shows the following information on your contract jobs, their budgets, and contract values: Budget - This is the percentage...
-
Dashboard Card - Contract Jobs Overview
In the Dashboard module, you'll see the Contract Jobs Overview: It will give you the following information: Active - this is the number of active contract jobs in your account Unbilled Value - th...
-
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...
-
Change Order Report
The Change Order Report shows a list of all change orders within a time frame and their current status. It gives the following data columns: Date Job (Name) For (Customer) CO# Change (Line Item Na...
-
How to cancel my subscription
If you feel Knowify is not helping you as you expected, you can cancel your subscription through the admin section. To begin, click on the person icon in the top right corner of your screen. This...
-
Use job tags to track leads
Knowify’s Tags feature on contract jobs is also a great tool to track your leads and where they’re coming from. If you click Show Tags at the top of your contract jobs list, you can enter in tags t...
-
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...
-
Deposit vs. Down Payment
Often times deposits are confused with down payments when creating a contract in Knowify. The main difference is whether or not the value is credited back to the client over the life of the contrac...
-
Dashboard Card - Invoices
The Invoices card on the Dashboard can show you an overview of invoices that are outstanding, overdue, and recently paid. Overdue - Shows how many invoices are still outstanding past their due dat...