Terrin Kalian
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How is job profit calculated?
Knowify's profitability calculator updates in real-time based on the material, labor, and subcontractor costs, versus the revenue invoiced to the customer. The calculations for profit use the formu...
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How to setup default terms and conditions
If you have a set list of terms and conditions and/or exclusions that you use on most of your contracts, but they can occasionally vary, Knowify has a feature to store these as a default so they ca...
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How to edit client information
To edit a client's contact and location information, first click the Clients button at the top of the screen: Then click the edit icon on the right hand side of the client you'd like to update: O...
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How to edit a product or service
To edit a product to service, first go to the Catalog icon on the lefthand side of your screen: Then click on the item you'd like to edit: This will open up a screen where you can make any necess...
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Setting up Expenses Defaults
Your Expenses Defaults in Knowify under the QuickBooks module is where you can map how your Knowify account pushes expenses into your QuickBooks account. The highest level of this is the Company De...
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How to update labor costing rate
To update the hourly rate applied to a job for an employee, first go to the project’s Plan & Track section and locate the phase that they are working on: Then you can click on the name of the user...
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How to change the approval date of a change order
First go to your Contract & Change Orders tab of the job. Navigate to the Change Order in your list, and locate the approval date: This will open up a screen where you can pick the actual date of ...
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How to log a bill against a PO
To log a Vendor Bill against a Purchase Order, click the add new button at the top of the page in Knowify, then select bill Once there, you are able to process the bill by vendor name or by PO num...
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How to disable labor tracking
To disable labor tracking and prevent a phase from being visible on the Knowify smartphone app, go to Plan & Track and switch it to budget mode Next, navigate to the phase you need to disable labor...
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How to add users to your account
To add users to your Knowify account, go to your Admin Section under the Users tab: Once in this screen, click Add User: This will pull up a form for you to enter the users' information. First it ...