Vin Ferruzza
- Total activity 202
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Activity overview
Latest activity by Vin Ferruzza-
Vin Ferruzza created an article,
How to manage external equipment costs
Unlike internal equipment costing, tracking external equipment costs is available to all Knowify users. This can be accomplished by setting the cost type of a given vendor to Equipment supplier:Thi...
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Vin Ferruzza created an article,
Invoicing AIA in free mode
When preparing an AIA invoice you will have the option to enable Free Mode. This will allow the user to manually adjust information that is typically locked in and calculated automatically, such as...
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Vin Ferruzza created an article,
How to add a resource to a job as a project manager or sales lead
When creating or editing a job from the job summary, you can optionally check off the box to associate a sales lead and/or project manager to the job: This will factor into reporting as some of ...
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Vin Ferruzza created an article,
How to manage job progress
While progress is reported in many different ways in Knowify, we have a production tracking feature that can be managed manually and displayed in the plan and track section, on job-level reports, i...
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Vin Ferruzza created an article,
Convert a service ticket into a contract job
You have the option of converting an existing service job into a contract job. You can accomplish this by opening the ticket and clicking the three dots in the top right then convert to contract...
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Vin Ferruzza created an article,
How to invoice for service work in the Knowify mobile app
With Service Pro, your service techs can invoice your customers and collect payment for service jobs right from the Knowify mobile app. (Related: How to enable users with mobile invoicing for servi...
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Vin Ferruzza created an article,
How to enable users with mobile invoicing for service jobs
With Service Pro, your service techs can generate and send invoices for your service jobs with the Knowify mobile app. (Related: How to invoice for service work in the Knowify mobile app) Mobile in...
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Vin Ferruzza created an article,
How to track credit card processing fees in QuickBooks
Knowify allows you to add credit card processing fees to your invoices when accepting online payments via QuickBooks Payments. To track these processing fees in QuickBooks, you may choose to map th...
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Vin Ferruzza created an article,
How to add surcharges to an invoice
Being able to accepting credit card payments is good for business but the processing fees can add up quickly. To help offset these costs, Knowify offers a built-in surcharging feature that allows y...
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Vin Ferruzza created an article,
How to create a customer portal in Service Pro
Jobs in Service Pro can have a customer portal created to share job information with the client. You can enable it when creating/editing a service job and determine what information you wish to sha...