Terrin Kalian
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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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How to logout of Knowify
To log out of Knowify, click the button in the top right corner to access your admin panel: Once the panel is open, click Logout at the bottom of the list:
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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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Phases Report
The Phases Report shows a list of all phases on active jobs in your account and their current statuses. The phases report gives the following data columns: Job Phase Status (Pending, Active, Close...
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Retainage Report
The Retainage Report shows the value of invoices that is being retained by your customers across all of your jobs. It gives the following columns of data: Job Contract # Status Client Start Date E...
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Important tasks to complete when setting up account
When you're setting up your Knowify account, it is best to ensure you've set the following information: Company address and phone number for document output: https://secure.knowify.com/#/admin/com...
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How to manually enter labor cost to date
If you would like to enter your labor cost to date on a project that wasn't started in Knowify, start by entering 1 hour for any employee against the job. You can do this by going to your Time Trac...
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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...
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How to approve time entries
To approve time entries, go to the Review Time section and select the check-box to the left side of the entry: Once checked, there will be a green button at the top and bottom of the list of time ...
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How to view employee check-in/out locations
To view where your employees are checked in, first go to the Scheduling tab: Then click Last Check-Ins at the top of the screen, and you can view each check in/out per day by clicking the relevant...