Vin Ferruzza
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How to Import a QB Project into Knowify
If you have an existing project setup in QB Online, you have the option of importing it into Knowify by clicking the add new in the global search bar at the top of any page in Knowify, then searchi...
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How to activate your free integration to QuickBooks Payments
Did you know you can add online credit card and ACH payment links to your invoices in Knowify? With our free integration to QuickBooks Payments you can automatically include payment links when inv...
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How to use the Coordination Hub in Knowify
At the top of your contract jobs table you will be able to access the Coordination Hub which will allow you to see all of your RFIs, submittals, change orders, job phases, and daily logs for every ...
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How to Set Pickup Details in a Purchase Order
When creating a new purchase order, you can specify the PO is to be picked up and include additional information. To process this, click the check box next to Set Delivery/Pickup details and select...
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How to Set Delivery Details in a Purchase Order
When creating a new purchase order, you can specify the PO is to be delivered and include additional information. To process this, click the check box next to Set Delivery/Pickup details and select...
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Purchase Order: Delivery/Pickup Options
When creating a purchase order, you have the ability to specify if the materials will be picked up or delivered. This will allow you to include additional information to keep everyone on the same p...
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How To Log a Credit Card Credit in Knowify
When using the feature to sync credit card expenses to Quickbooks, you can log refunds/credits that will be synced with QB as a Credit Card Credit To process these, first create a new purchase sele...
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Managing service jobs
The service jobs module is the command center for your service business. It enables you to take on more jobs and improve time to resolution for service tickets with: Flexible scheduling & dispatch...
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Unbilled Value
For Cost-Plus jobs in the contract jobs table, you will see an unbilled value displayed once you start assigning costs to the job. This amount represents the total amount of billable items on the j...
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How to enter a vendor credit in Knowify
If you need to enter a credit received from your vendor, it can be entered in the bills section of Knowify. Here you can add a new bill, add an item to the bill, select the job the credit needs to ...