Vin Ferruzza
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How to move a cost from one job or phase to another
When you open a purchase/bill in Knowify you will see the option to modify allocation for any of the line items on the expense:Clicking here will let you re-assign this line to another job or phase...
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How to use Service Templates
When adding a new service to your catalog, you have the option to check the is a template box. This will expand the form to allow for more entry as this service will now be used as a template to de...
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How to mark a proposal/contract as rejected
For any contract job that is currently set to bidding or out for signature, you will have the option of marking it as Rejected if the customer communicates outside of Knowify that they do not plan ...
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How to Import Time into Knowify from a spreadsheet
In the admin section under customize -> Integrations, you can enable the ability to import time entries via a spreadsheet:This will enable an import time option located at the bottom of the Review ...
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E-signature advanced options
When preparing a proposal or change order for digital signature, you can scroll down to the bottom of the email preview window and select Advanced SettingsThis will enable the following options:Pro...
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How to disable accounts from importing expenses from QB to Knowify
If you enable the Pull Expenses feature, you will have the option of choosing which of the chart of accounts will send expenses to Knowify. This can be setup here by clicking disable/enable next to...
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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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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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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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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...