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 edit user permissions
In your admin section of your Knowify account, you can add, edit, and remove any users in the account. When editing a user you will be able to change their login email, general information, purchas...
-
How to edit an invoice
To edit an invoice, open the invoices section and navigate to the invoice you need to edit (invoices can also be found from the activity section of any job) Once in the invoices module, click into ...
-
How E-Signature Works
E-Signature An important part of winning jobs/deals is looking professional when communicating with your clients. Knowify’s e-signature can be the game changer that promotes a positive first impr...
-
How to delete a contract
Information Contracts can only be deleted in the draft state so if the contract is already active, it will need to be converted to draft first. You can learn more about converting contracts to dra...
-
Dashboard Card - RFIs
The RFIs card on your Dashboard shows how many RFIs you have outstanding: It can be toggled between how many are outstanding and how many have been recently answered: Information RFIs are only a...
-
Knowify Advisor: How to add a new client account
If you're signed up for Knowify's advisor partnership program, you can get access to your clients' accounts without them being charged as a user. You can also create new Knowify accounts for client...
-
How to change a job's name
To change a job name, find it in Manage Contract Jobs and click the job name to open the Summary tab: Once in the summary tab, click Edit job: In this screen, you can update the job name and clic...
-
How to mark purchased items as received
Note Marking items as received does not change job cost in any way. When you enter a purchase order, you have the option to marking all of the items as received. To do this, open the Manage Pur...
-
Why time is unallocated
When tracking time in Knowify, any entries that are not costed against a job are listed as Unallocated: This happens when "Unallocated" is selected when entering time, but it can also happen if: a...
-
How to get training in Knowify
If you are interested in setting up a training session with Knowify's support team, please e-mail support@knowify.com and include a brief summary of what you would like to be trained in. If you'd p...