Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
Advanced jobs report
The Advanced Jobs Report shows job costing and contract details for jobs in your account over a custom time range. The report is separated into 4 tabs: Bidding Active Closed Rejected And has the ...
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Tracking a multi-line subcontract in Knowify
To track a subcontract with multiple lines, first make sure that the vendor is marked as a subcontractor by editing the vendor in your Manage Vendors screen: Once this setting is turned on, add a ...
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How deposits work in Knowify
Knowify’s Deposits feature allows users to automatically generate a deposit invoice upon signing a contract. This can be enabled in your admin section, under the customize tab along with the abilit...
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How to log multiple bills against a subcontractor PO
Subcontractor PO's close out when the full balance has been billed. So when you have a Subcontractor PO: And you log a bill for part of the value: Then you can log a bill against this same PO#, a...
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Where to find receipts uploaded from the mobile app
If users are uploaded receipts with purchases entered on the smartphone application, they will be stored inside your Knowify account with the Purchase Details. To find this screen, go to the Purcha...
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What are billable items?
Billable items are different values that are due to be invoiced to clients. They mainly apply to Cost Plus and Time & Material jobs, and are created whenever new costs are added to the job. In the ...
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What is the difference between a product and a service?
A Product is something that you purchase from vendors in order to complete a project. It is most commonly associated with the material cost and budget of a project. (Example: lumber, wire, pipe, et...
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How to view an employee's schedule
To check an employee's schedule, go to the Resource Day tab of the Scheduling module. If the job was assigned via the Job Board it will show a number of hours: If they are scheduled for a specific...
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Why aren't hours showing in my reports?
In order for hours to show up in most reports, they must be approved first. You can learn how to approve hours by clicking here.
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How to connect Knowify to TSheets
To connect Knowify to your TSheets account, go to your Admin Section under Customize and select Integrations: Clicking Link an existing TSheets account will prompt you to login to TSheets: Once l...