Terrin Kalian
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Recent activity by Terrin Kalian Sort by recent activity-
How to manually check-in an employee
To manually check-in an employee, go to the Time Tracker module under Check-in/out View and click Add New Entry: You will be prompted for an employee, job/phase, and Check In Time: If you do not ...
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How to enter time (web browser)
To enter time, go to the Time Tracker module under Enter Time and click the Add New Activity button: This will prompt you to select which job/phase you are entering time for: To enter hours, cl...
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What the job costing hub is for
The Job Costing Hub in Knowify (found in your dashboard) is useful for re-allocating material costs from one job to another. It will show all costs in Knowify entered as purchases and bills, as wel...
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How to create a change order
Note Change Orders can only be added to Fixed Price jobs To add a Change Order, first go to the relevant project's Contract & Change Orders tab: At the bottom of your list of line items, there w...
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How to edit vendor information
To edit the contact information you have for a vendor, first click the Vendors button at on your home screen: Then press the edit icon to the right hand side of the vendor you'd like to update: O...
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How to add a product or service to the catalog
To add a product or service to the catalog, click on the Add New button and select product or service (you can click add new at the top of the catalog section or on the global search bar at the top...
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How to add a new purchase
To add a new purchase in Knowify, click the "Add New" button at the top of the screen, then select "Purchase":
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How to send a work order to a subcontractor
To send a work order to a subcontractor, first you'll need to make sure you have subcontractors enabled on the relevant phase of the job (in order to do this, the Plan&Track section needs to be swi...
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When to use RFIs [Growth and Enterprise plans]
Requests for information (also known as RFIs) are a useful method to ask questions or clarifications to your customers. Whether you do residential or commercial work, it is a good practice to send ...
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Creating a retainage invoice in the AIA format
To begin, we will have created our contract normally, with this example reflecting 10% retainage: When creating the invoice, make sure the retainage is invoiced separately: Once the invoice has b...