Vin Ferruzza
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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...
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Sync Error: Duplicate Invoice Number
If you try to sync an invoice and come across the following error: QuickBooks response: Duplicate invoice number. You must specify a different number. This number has already been used. This is Qu...
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How to view/hide closed jobs for job costing
In your admin section, you will have the option of turning on or off the Hide Closed Jobs feature. What this will do when enabled is ensure that when you are job costing expenses, any job that is a...
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How the Task Dictionary works
You can now save tasks that you use often in the Task dictionary:Then when you access the summary tab of any job, you can add multiple tasks at once from your task dictionary: