Vin Ferruzza
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Why is my job not showing up when logging time/purchases ?
In Knowify, it is required that you have at least one job phase in order to track labor and/or material costs. When you use the Simple or Advanced job costing styles, job phases are created ...
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Why is my PO being closed after logging a bill?
There are two primary types of purchase orders that you can manage in Knowify Itemized Purchase Order (This is the default purchase order in Knowify) Flexible Spending Purchase Order (Generally u...
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How to enable project plan templates
When creating a budget for a job in the Plan & Track section, you can save it as a template as a way to efficiently create new jobs that are similar in scope. Once you have entered your budget: C...
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Storing documents / pictures
You can store and manage documents and pictures in the Documents section of each job. Cloud-based document management serves as a central repository for all your documents improving the efficiency...
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What is the Associated Contract Item in each job phase?
You'll notice in the Plan & Track section of the job, that you may see an "Associated Contract Item" option underneath the job phase name. This becomes visible when there is a draft or active contr...
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How is retainage synced from Knowify to Quickbooks?
When you create an AIA invoice in Knowify and sync it to Quickbooks, the retainage will be factored into the total as a line item adjustment: After the job is billed in Knowify, you'll have the op...
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Advanced subcontractor management [Enterprise plan]
If you are subscribed to Knowify's Enterprise package, you will be able to utilize our advanced subcontractor management feature. This will give you the option of storing internal documents for eac...
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How to delete a subcontractor PO
Subcontractor Contracts (Subcontractor POs created through the plan & track section), can only be deleted within the plan & track section of the job they were created under. First, open the job thi...
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How to add a subcontractor change order
If you need to make any changes to a subcontractor PO's value, you can add a change order in the plan&track section of the job, under the job phase where the subcontractor was added: Then in the...
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How to submit purchases from Knowify's Smartphone Application
To create a purchase on your smartphone application, you can either click the '+' button from the home page or open the menu on the left hand side: You can select whether this will be a purcha...