Vin Ferruzza
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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...
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How does the Manage Phases section work?
When you are building your project plan (Plan&Track section of a job) you will be able to set the "status" of any given job phase. The status can be set to pending, active, or closed: While the ...
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Four ways to visualize your service jobs
The service jobs module is the command center for your service business. We offer four different views supercharged with filtering capabilities to help you focus on the task at hand and find the in...
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Including a payment link in an invoice email sent from Knowify
Once you connect your Intuit Payments account (or alternative payment processor) to Knowify, you will be able to include a payment link in your invoice emails sent from Knowify. When preparing your...
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How to locate documents on the mobile application
Documents can be found under the Job Details section of a job on the mobile application. The job details can be found by clicking the arrow next to (to the right of the job name) of a scheduled job...
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How to add a new Client in Knowify
From your dashboard (or just about any page in Knowify), you will see the clients section in the top right of the screen: If you click here you will be able to review your list of clients, edit ...
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How to print your schedule of values on a job
Within every project, you will have an Activity & Reports section which can be used to see all data on the job in one place and to run a number of different job specific reports. For printing sched...