Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
How to change a user's login email
First, go to admin section under the “Users” tab Then choose the user who’s e-mail you’d like to edit from the list and click the edit button on the right hand side. This will open a window where y...
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How to see whether a client has received or opened a proposal email sent from Knowify
When you send a proposal from Knowify, you can see whether or not the customer has opened the email you sent. We provide information on 3 status: Emailed on Delivered on Opened on Emailed on Whe...
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Managing contract jobs
Knowify gives you a framework to stay organized and on track for the entire lifecycle of a project. You can manage all your projects from the Contract jobs section under the Manage contract jobs ta...
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Dashboard Card - Daily Job Status
The Dashboard has a card labeled Daily Job Status that shows how many phases need to be completed amongst active jobs: Each circle shows the location of an active job and the fraction shows how ma...
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Does updating employee rates change existing time entries?
If you update your employee's hourly job costing rates in the Admin Section it updates the rate used for job costing on all new jobs moving forward. This does not update the existing time entries s...
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How to edit the schedule of values on an AIA contract
To edit your schedule of values on a contract before invoicing, go to the Contract and Change Orders page of the job and click where it says Edit Schedule of Values at the bottom of the list of lin...
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Foreman Report
The Foreman Report shows the total number of hours each employee has submitted in a time frame, as well as the total value of reimbursements. The report shows the start and end date of the time per...
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How to change your Knowify password
To change your password in Knowify, first open the admin panel on the right hand side of the screen: Click the Change Password button at the top of the list, and you will be prompted to enter yo...
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How to reset app data
To reset the data on your smartphone app, first click the menu button in the top left corner of your app: Then select Help Center: In the help center, clicking Reset all data and settings will er...
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How to add roles
When creating a new user, you are prompted to select a role for them. You can create a new role here by entering something has not been used before, but you can also add a role without a user in yo...