Terrin Kalian
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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...
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How to view time sheets on the smartphone app
To view your previous time entries on the smartphone app, first click the menu button in the top left corner of Knowify: In the menu, select the Timecard button: This will show Today's, Yes...
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How to edit a line item on a fixed price contract
Information This can only be done by users with administrator privileges If you would like to edit a line item on a fixed price contract, but don't want to switch the contract to draft, you can d...
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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 [ADVANCED/ENTERPRISE], you will see the following section: b) If you have Regular Rate...
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How to schedule an employee on a job/phase using Job Board
To schedule an employee, contractor or equipment on a job phase, go to your Job Board in the Scheduling module. To start, click the employee's name on the lefthand side of the screen: Then select ...
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How to create an invoice
Note In order to create an invoice for a job, the job must have an active contract first. To create an invoice, go to the Invoices tab on the lefthand side of your screen: Then click Add New Inv...
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How to record a bill payment
Bill payments can be recorded in either the Manage Bills screen or in the bill's details. To record a payment in Manage Bills, simply click the check box icon to the right hand side of the bill: Or...
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Updating your Knowify billing information
To update or change the Credit Card that you use to pay for your Knowify subscription, you’ll want to go to login to your account, go to the Admin Section, and choose the “Subscription” tab. This w...
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How to deactivate users
To do this, first go to your Admin Section in the Users Tab: Click the name of the user you would like to deactivate to bring up the edit screen: The More Actions menu at the bottom of this windo...
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Sending one proposal to multiple GCs
If you're sending bids for the same job to multiple General Contractors, you can use Knowify's Copy Job feature in order to not have to rebuild the job for each GC you send the proposal to. To do ...