Vin Ferruzza
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Recent activity by Vin Ferruzza Sort by recent activity-
How to delete a product or service
Navigate to the catalog section of your account and click to open the product or service you wish to make inactive:Then click the three dots at the top-right and choose "Disable" Note Knowify foll...
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Actual vs Committed Cost
In your admin section, under the customize tab, you have the ability to toggle reporting cost in Knowify as a Committed or Actuals. A committed cost is an open PO (or part of an open PO) that has n...
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Knowify Surcharging Feature
Credit card surcharging is the practice of adding a fee to a customer’s bill when they choose to pay with a credit card, to offset the cost of processing the transaction. Knowify’s surcharging feat...
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How to add Subcontractor Documents
In your vendors section (for US-based Enterprise accounts) you have the option of uploading default documentation for your subcontractors. Click on the name of the vendor you want to add a document...
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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...