Vin Ferruzza
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Why is my proposal displaying as unopened
When you send out your proposals for digital E-signature through Knowify, we will update the date it was sent and the date the customer opened the proposal in your manage contract jobs section. The...
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Cost & Markup columns on the Invoice
When preparing a new invoice, you'll notice that there is a column for Our Cost and Markup. These two columns will never be displayed on the invoice document to the client, and will always remain 1...
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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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I cannot find the job address
When you are setting a job site address, if you are not able to find the address using the address lookup feature, you will see a link just below the search titled find on map: This will open a pr...
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Tracking jobs by contract status
When managing jobs in Knowify, a contract status will automatically be assigned to a job based on which phase/step of the process the job is in. Below is some more information of what each contract...
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Does Knowify integrate with Bill.com?
While Knowify does not have a direct integration with Bill.com, expenses and payments that are logged in Bill.com can be pulled into Knowify via our integration with QuickBooks Online. Pulling paym...
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How to gather information from the Activity Section of a job
Within every job, you will have an Activity section to efficiently sort through all data logged for the job, as well as a list of job specific reports to help provide all information in one place. ...
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Sync Error: Product/Service assigned to this transaction has been deleted
If you attempt to sync an invoice and come across the following error: Product/Service assigned to this transaction has been deleted. Before you can modify this transaction, you must restore "_____...
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Project Plan Templates vs Copy Jobs
When creating a new project, Knowify offers multiple options to help automate the process of creating a new job that is similar in scope to a previous job. You will be able to use a: Project Plan ...
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How to copy a job
Knowify offers a feature that will let you copy the contents of an existing job to use when creating a new job. We recommend this option when you need to duplicate the same or a similar proposal/bi...