Terrin

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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...

  • Overtime management [Unlimited plan]

    Interested in this feature? If you have questions about any of these features or would like to upgrade your account, please email support@knowify.com. If you would like the ability to split time ...

  • Switching between standard fixed price and AIA

    To change a contract from the standard Fixed Price to Fixed Price with AIA (or vice versa), you’ll first want to make sure all of your invoices and change orders on the job have been deleted. Then ...

  • 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...