Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
Pulling expenses from QuickBooks into Knowify
To pull expenses from QBO into your Knowify account, first, make sure the Pull Expenses setting is enabled in Admin Section > Customize > QuickBooks > Pull Expenses: Once this is enabled, Bills an...
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How to bill client for retainage mid-project
If you need to submit an invoice for the amount retained on a project, and the contract hasn’t been completely (100%) invoiced yet, you can do this in the Contract and Change Orders section. First...
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How to edit the address of a service ticket [Legacy]
To start editing, click the ticket on the left, and it should pop up an edit button on the right: When editing, you’ll be brought to a similar screen to the one where you created the ticket: You ...
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Why aren't hours showing up on my invoice?
Information In order to make hours billable, they must be against a Cost Plus Contract Job or Time & Materials Service Ticket. Hours become billable if they meet the following requirements: The ...
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How to convert a service ticket into a contract job [Legacy]
To create a Contract Job out of a Service Ticket, first find the ticket in the Service Map, and click it on the lefthand side of the screen: Then under More Actions in the map, you'll have the opt...
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Setting up default email wording
If you’re using Knowify to email documents to your clients and vendors, you may often customize the text that is sent out in the email message itself. This text can be set to a default setting so y...
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Managing work orders in Knowify
Knowify gives you the ability to easily create and assign work orders to your field staff. This can be done either via the Knowify smartphone app, or by creating a PDF Work Order through the Knowif...
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How to void an invoice payment
First, find the invoice the payment is against, and open up the invoice details. If the invoice is closed, you can click Show History at the top of the screen: When you’re in the invoice details, ...
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How to add tax rates
Note If you're using QuickBooks, the tax rates will pull in from QB, and cannot be added directly into Knowify. First, head over to the admin section by clicking on this icon located at the top r...
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When does the Close Job button show in contract jobs?
In your Manage Contract Jobs screen, you'll see that some jobs have a button marked Close Job: If this button is showing that means that the job's contract has been fully invoiced and all invoices...