Vin Ferruzza

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Activity overview

Latest activity by Vin Ferruzza
  • Vin Ferruzza created an article,

    How to assign a task

    To assign a task to a resource you start the process as if you were adding a new task. Click on Tasks at the top right of the screen. Click on Add New Task. Click on Add additional information. ...

  • Vin Ferruzza created an article,

    How to search and filter through tasks

    Within the Tasks section, you will be able to search and filter through existing tasks to organize as needed. Filters Search Filters You can filter tasks created by you or assigned to you. If yo...

  • Vin Ferruzza created an article,

    How to delete a task

    Warning Deleting a task cannot be undone after confirmation. Any task, open or complete, can be deleted by opening the Tasks section and starting the process as if you were editing an existing ta...

  • Vin Ferruzza created an article,

    How to edit a task

    An existing task can be edited on a web browser by a full-access user or edited on the mobile application by a mobile-only user. Click on Tasks at the top right of the screen. Select the task you...

  • Vin Ferruzza created an article,

    How to create a folder [Growth and Enterprise plans]

    In the Documents section, you can add folders to organize your documents and/or pictures that have been uploaded to the job from the office or mobile application. Click on Add new folder at the t...

  • Vin Ferruzza created an article,

    Storing documents / pictures

    You can store and manage documents and pictures in the Documents section of each job. Cloud-based document management serves as a central repository for all your documents improving the efficiency...

  • Vin Ferruzza created an article,

    What is the Associated Contract Item in each job phase?

    You'll notice in the Plan & Track section of the job, that you may see an "Associated Contract Item" option underneath the job phase name. This becomes visible when there is a draft or active contr...

  • Vin Ferruzza created an article,

    How is retainage synced from Knowify to Quickbooks?

    When you create an AIA invoice in Knowify and sync it to Quickbooks, the retainage will be factored into the total as a line item adjustment: After the job is billed in Knowify, you'll have the op...

  • Vin Ferruzza created an article,

    How to add a sub-client

    To add a new sub-client, you'll follow the same steps as adding a new client, by clicking the clients section in the top right then clicking add new client: You can then fill in all the necessary ...

  • Vin Ferruzza created an article,

    How to locate documents on the mobile application

    Documents can be found under the Job Details section of a job on the mobile application. The job details can be found by clicking the arrow next to (to the right of the job name) of a scheduled job...