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 share documents with users on Knowify's smartphone application
To upload a document that you would like to be viewable on the smartphone app for your field staff, first upload it into the relevant job's Documents tab: Once the document is in this section, cli...
-
Yearly vs. monthly subscription plans
When subscribing to Knowify, you can choose between paying (1) monthly or (2) yearly. Monthly subscription If you pay monthly, there is no contract associated with your subscription and you can can...
-
What triggers and actions are available via Zapier?
To review the full list of Knowify's actions and triggers that are available on Zapier, check out our listing on the Zapier website. Don't see what you need? Knowify is always looking to improve, ...
-
Contract Progress Report
The Contract Progress Report shows how far along you are on progress billing for different active contracts in your account. The columns are as follows: Job Name Contract Number Line Item # Origin...
-
How to deactivate a vendor
To deactivate a vendor and hide them from your account, go to your manage vendors screen and locate the vendor you'd like to deactivate: Then click the edit button on the right hand side of the sc...
-
How to add phases on the smartphone app
Information In order for a user to do this, they must have the "is a Foreman or can approve timecards" as well as "Manages Jobs" permissions enabled in their account To add a phase on the smartp...
-
How to delete a phase
Information In order to delete a phase, all costs must be removed or re-allocated to another job/phase first. To delete a phase from a job, go to its Plan & Track section and switch it to edit mo...
-
How to manually enter a PO number on a purchase
When adding a new purchase, you can manually set the purchase order by checking the box that says Set PO Number: Then entering the number you'd like to use: Note To avoid using the same PO Num...
-
How to manually enter a time in and time out
To enter employee time as a time in and time out instead of just a total number of hours, go to your Time Tracker module under Check In/Out View and click +Add New Entry at the top of the screen: ...
-
How to change the dates of a job in corporate calendar
To change the dates of a job in the Corporate Calendar, locate the job in question, and you can click and drag each phase to update the dates. Change Start Date - To change the start date, click t...