Vin Ferruzza
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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 ...
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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 automat...
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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...