Terrin Kalian
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How to add / edit budgets on a project
You will be able to add or update the budget of a project by switching it back to Budget mode. To do that: Click on Plan & Track to access the project's plan. Click on the button to see more act...
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How to add phases to a job
If you are already tracking progress of your project but you would like to add a new phase to your project plan, you will have to first switch to budget mode. Once in budget mode: Click on + Add ...
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How to connect Knowify to CompanyCam
You will be able to connect Knowify to your CompanyCam account from the Knowify Admin section under Customize. Click on Integrations. Expand the option Photos and portal by CompanyCam. Click on C...
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How to add a 1099 vendor
To add a 1099 vendor to Knowify, first add a vendor. Once the vendor is in Knowify: Check the box that says Is a subcontractor. Click on Enable subcontractor as a resource so you can start tracki...
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Deposit vs. Down Payment
Often times deposits are confused with down payments when creating a contract in Knowify. The main difference is whether or not the value is credited back to the client over the life of the contrac...
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How to view the cost to date of a job
Knowify specializes in Job Costing, the idea of understanding the total cost of a job at any point in time. This reporting is offered in a variety of locations in the software, many that you can le...
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GC Report
Information This report only includes jobs using Fixed Price with AIA contracts The GC report shows the amount that you have in bidding, approved, and rejected contracts with each of your custome...
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What is stored materials for in AIA invoicing?
When creating an AIA invoice, there is a column for Stored Materials: Invoicing for stored materials is a way to invoice part of the contract value before work is completed. This is most commonly ...
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What do the different dashboard charts mean?
The Knowify dashboard has a variety of different cards that offer reporting on your job data. You can learn more about what information they give here: Contract Jobs Overview - This card shows the...
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How to mark a phase as closed (web browser)
To mark a phase as closed, first find the relevant job and go to the Plan & Track section: The dropdown menu on the phase will give you the option to mark it as Pending, Active, or Closed: