Vin Ferruzza
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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...
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How to add multiple line items to the same change order
If you need to add more than one line item to the same change order, you can accomplish this by adding multiple change order lines with the same CO#: As long as the change order line item has the ...
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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...