Terrin

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  • How to set employee rates

    To set up employee costing rates, go to your Admin Section under the Rates tab: a) If you have Advanced Rates [GROWTH/ENTERPRISE], you will see the following section: b) If you have Regular Rates ...

  • What are billable items?

    Billable items are different values that are due to be invoiced to clients. They mainly apply to Cost Plus and Time & Material jobs, and are created whenever new costs are added to the job. In the ...

  • How to revert a change order to draft

    Note To revert a change order from Active back to Draft, first you will need to make sure all invoices including this change order are deleted. Once all invoices are deleted, go to the Contract &...

  • 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...

  • How to edit user permissions

    In your admin section of your Knowify account, you can add, edit, and remove any users in the account. When editing a user you will be able to change their login email, general information, purchas...

  • 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...

  • How to share documents with users on Knowify's smartphone application

    To upload a document that you would like to be viewable on the smartphone app for your field staff, first upload it into the relevant job's Documents tab: Once the document is in this section, cli...

  • How to generate a gantt chart for a project

    Information To produce a Gantt chart, dates must be set to each phase of the job first. You can learn how to set dates to a job here by clicking here. To create a gantt chart for a project, first...

  • How to add a new purchase

    To add a new purchase in Knowify, click the purchases tab on the lefthand side of the screen:   Then click Add New Purchase at the top of the screen:

  • How to close a purchase order (without bill)

    If you have created a purchase order that you no longer expect to be billed for, it can be closed without logging a bill against it. To do this, first, find the purchase in the View History tab of ...