Terrin Kalian
- Total activity 529
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 4
- Subscriptions 285
Articles
Recent activity by Terrin Kalian Sort by recent activity-
How to reactivate users
To reactivate a deactivated user, you can do so in the Users tab of your admin section by clicking Show Inactive at the top of the screen: You can then click the power icon next to the user's name...
-
Advanced project management [Growth and Enterprise plans]
With advanced project management you will be able to create project plan dependencies, build more accurate budgets, run work-in-progress (WIP) reports, improve communication with your clients via r...
-
Dashboard Card - Service Jobs
The Service Jobs card in your Dashboard shows how many service jobs are on the calendar each day as well as the following day: This card also shows the time that the ticket is scheduled for, and c...
-
How to make time not billable
Information This only applies to Cost Plus jobs and Time and Material service tickets. If your job is Fixed Price then the time will automatically not be billable. If you have time entries agai...
-
Schedule a demonstration
If you'd like to see a demonstration of Knowify, you can request a personalized session here: https://www.knowify.com/request-demo/ You can also send an email to sales@knowify.com and someone from ...
-
How to upload your company logo
To upload a logo into Knowify for use on document output, go to the Customize tab of the Admin Section. Here you will see a dropdown labeled Company Logo: Uploading the logo here will make sure it...
-
How to cost a purchase to a job/phase
When adding a purchase order, to select a job, search for the name of the job in the field on the right: Then select a phase. Once this is submitted, it will add the purchase as part of the materi...
-
How to delete a bill
To delete a vendor bill, first locate the bill in the Bills module on the lefthand side of the screen and click on the bill status on the lefthand side of the screen to open up the details: In thi...
-
How to sync hours from Knowify to QuickBooks
You can select any of the hours entered into Knowify and send them to Quickbooks for payroll purposes. You’ll do this in the review time section where you are going to see a list of all of the time...
-
Managing dependencies [Growth and Enterprise plans]
If you would like to notify your team when phases of a project plan are complete so they can start working the next one, you can use Knowify’s dependencies feature. To use this, you start by clicki...