Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
Setting up Income Defaults
Your Income Defaults in Knowify under the QuickBooks module lets you control how you push Invoices into your QuickBooks account from Knowify. You can manage the highest level of this in your Compan...
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How to unschedule a job
If you need to remove a job from your calendar, you can do this from your job board: Find the job you need to unschedule, and click the gear icon on any scheduled phases. This will remove the i...
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Pricing
Knowify's pricing model has 4 plans to find the best fit for your business. You can find more information on pricing and subscription plans on our website.
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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...
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How to edit a purchase
To edit a purchase, open up the purchase to get to the details screen: Inside the Purchase Details, you can choose Edit from the dropdown menu at the top right corner of the screen: This wi...
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How to share a CompanyCam project timeline with customers
Once a project has been created in CompanyCam through Knowify, CompanyCam galleries are saved as a remote link in the documents section of a Knowify project. To find the link Navigate to the Docu...
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Default expiration time for proposals
To change the default time that proposals are valid for, go to your Admin Section under Customize and open the menu labeled Proposals and E-signature: In the field labeled How many days are propos...
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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 ...
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Dashboard Card - Contract Jobs Flow
The Contract Jobs Flow card on your dashboard shows the flow of how many jobs have been added to your account in a time period: When the chart is set to Number of jobs the flow shows how many jobs...
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How to deactivate clients
Note In order to deactivate a client, it must not be used anywhere in your account. To deactivate clients that you no longer need to use, first go to the Manage Clients page by clicking the Clien...