Vin Ferruzza
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Articles
Recent activity by Vin Ferruzza Sort by recent activity-
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...
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Convert a service ticket into a contract job
You have the option of converting an existing service job into a contract job. You can accomplish this by opening the ticket and clicking the three dots in the top right then convert to contract jo...
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How to invoice for service work in the Knowify mobile app
With Service Pro, your service techs can invoice your customers and collect payment for service jobs right from the Knowify mobile app. (Related: How to enable users with mobile invoicing for servi...
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How to enable users with mobile invoicing for service jobs
With Service Pro, your service techs can generate and send invoices for your service jobs with the Knowify mobile app. (Related: How to invoice for service work in the Knowify mobile app) Mobile in...
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How to track credit card processing fees in QuickBooks
Knowify allows you to add credit card processing fees to your invoices when accepting online payments via QuickBooks Payments. To track these processing fees in QuickBooks, you may choose to map th...
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How to add surcharges to an invoice
Being able to accepting credit card payments is good for business but the processing fees can add up quickly. To help offset these costs, Knowify offers a built-in surcharging feature that allows y...
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How to create a customer portal in Service Pro
Jobs in Service Pro can have a customer portal created to share job information with the client. You can enable it when creating/editing a service job and determine what information you wish to sha...
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Tracking retainage in quickbooks online
Retainage, also known as retention or holdback, is a common practice in construction contracts where a certain percentage of the payment to a contractor is withheld by the client until the completi...
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How to set the cost type of a vendor
When you are creating or editing a vendor, you will be able to specify the cost type of the vendor: This will ensure that when an expense is logged against a job, it classifies the cost based on t...
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How to edit a contract job
To edit a contract job in Knowify, first navigate to the summary section of the job then click the edit button in the top right: You will then be able to edit the information that was input when c...