Terrin Kalian
- Total activity 529
- Last activity
- Member since
- Following 0 users
- Followed by 0 users
- Votes 4
- Subscriptions 285
Articles
Recent activity by Terrin Kalian Sort by recent activity-
How to enter a bill
To enter a bill from a vendor, first click the add new button at the top of any page in Knowify: Then select to either bill based on the vendor or a specific PO# and this will start the process: ...
-
Setting up Catalog Defaults
If you’re adding / using Products and Services in Knowify that are synced with QuickBooks, it’s good to be familiar with your Catalog Defaults tab in the QuickBooks Module. This is where you can vi...
-
How to edit time entries
To edit a time entry, go to the Review Time section and click the edit icon to the right hand side of the entry you'd like to change: This will open a slideout where you can edit all details of th...
-
How to revert a change order to draft
Note To revert a change order from Active back to Draft, first you will need to make sure all invoices including this change order are deleted. Once all invoices are deleted, go to the Contract &...
-
Using bill of materials to create budgets
If you use the Breakdown or Bill of Materials feature in Knowify when creating contracts, this information can be carried over to your Plan & Track section to place Purchase Orders and track hours ...
-
How to enable labor tracking
If you need to turn labor on for any job phase, you will have to first switch your project plan to budget mode. Once in budget mode: Click on Enable cost category to display the list of cost cate...
-
How to add multiple contacts to a client
Multiple contacts can be added to a client in the clients section: Once in the Clients section, click the name of the Client you would like to add additional contacts to: This will reveal the s...
-
How to create a CompanyCam project for a job
To create a CompanyCam project that is connected to Knowify, open the job in Knowify first. From the Summary tab: Click on the three dots () to display the action panel. Click on Create in Compan...
-
Resource budgeting [Growth and Enterprise plans]
When creating a labor budget in Knowify, you are generally prompted to budget based on the role of each employee that will be needed. However, Growth and Enterprise accounts have the option of budg...
-
Why is time pulling from QB Time to the wrong user in Knowify
If time entries are importing from QB Time under the wrong user in Knowify, it's often the result of the employee names not lining up between the two systems. For example, this account has a user n...