Terrin Kalian
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Pulling emails into Knowify job logs
Information This feature is only offered to accounts on Unlimited level subscriptions If you’d like to keep a record of customer e-mail correspondence in your Knowify jobs, the “Pull Emails” feat...
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How to disconnect from QuickBooks
If you need to disconnect your Knowify account from QuickBooks, go to the Admin Section under the QuickBooks tab: Clicking Disconnect QuickBooks will make it so you can no longer sync Knowify with...
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How to generate PDF work orders to give to field staff
First, add a work order to a phase by entering it in Plan & Track: Clicking these buttons will pull up the screen where you can enter any information that you’d like to field staff to see: Then y...
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WIP and how it is calculated
Work in Progress (WIP) is a figure generally used to show progress and earned revenue on a project that is mid-stream.Knowify uses this number to show you how far along you are on a project and how...
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How to view tasks
Information Task management features are currently only offered in Advanced and Enterprise level subscriptions. To view all of the open tasks in your company, click the Tasks button from the act...
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Entering and tracking Internal Equipment costs (Enterprise)
Equipment costs and hours can be tracked using Knowify. To log the equipment into the system, access the admin section: Once there, select Add Equipment: Next, enter in the equipment informatio...
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Managing job tags
Knowify gives you the option to tag any of your jobs so that it is easier to organize, search, and manage all of your jobs. Within the summary tab of any job, you'll be able to view any of the tags...
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Use job tags to track leads
Knowify’s Tags feature on contract jobs is also a great tool to track your leads and where they’re coming from. If you click Show Tags at the top of your contract jobs list, you can enter in tags t...