Vin Ferruzza
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Activity overview
Latest activity by Vin Ferruzza-
Vin Ferruzza created an article,
Why is my job not showing up when logging time/purchases ?
In Knowify, it is required that you have at least one job phase in order to track labor and/or material costs. When you use the Simple or Advanced job costing styles, job phases are created ...
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Vin Ferruzza created an article,
Manage Leads [Growth/Enterprise feature]
Knowify has the ability to develop a pipeline of potential jobs, to help with keeping track of leads, up until the point the contract is signed. Once enabled, you will have a section titled Manage ...
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Vin Ferruzza created an article,
How to edit a bill
At any time up until a payment is logged against a vendor bill, you will have the option to edit it to change the amount, quantity, job, invoice number, and payment terms. To edit the bill, navigat...
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Vin Ferruzza created an article,
How to sync a job from Knowify to QuickBooks as a subclient
Once the jobs as subclients feature is enabled in your account, this will ensure that any job logged in Knowify from that point forward will sync to QuickBooks automatically as a subclient. If you ...
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Vin Ferruzza created an article,
Tracking employee breaks
Knowify offers three different options for tracking employee breaks within the timetracker and smartphone application. Internal project Manual check in/out Time entry adjustment Internal project ...
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Vin Ferruzza created an article,
How to enable project plan templates
When creating a budget for a job in the Plan & Track section, you can save it as a template as a way to efficiently create new jobs that are similar in scope. Once you have entered your budget: C...
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Vin Ferruzza created an article,
How to edit company information
Company data, accessible from the Admin section, is used to populate proposal and invoice headers with your company details. To add or edit your company information: Click on the user icon (), wh...
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Vin Ferruzza created an article,
Including a payment link in an invoice email sent from Knowify
Once you connect your Square account to Knowify or receive an email confirmation of the PaySimple connection being activated in Knowify, you will be able to include a payment link in your invoice e...
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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. ...
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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...