Vin Ferruzza
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How to delete a deposit
Non-Admin Users For users that are not setup as an admin, as well as users that don't have unlimited approval authority, a deposit can only be removed by switching the contract back to draft and re...
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How to add a new Vendor in Knowify
From your dashboard (or just about any page in Knowify), you will see the vendors section in the top right of the screen: If you click here you will be able to review your list of vendors, edit ...
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How to enable Location for the Android version of Knowify's mobile application
Step 1: Head to the Settings menu of your phone. This can be done by tapping the cog icon in your apps menu. Step 2: Find Apps (or Applications, depending on your device) in the menu, then locate t...
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How to edit a bill
At any time up until a payment is logged against a vendor bill, you will have the option to edit it to change the amount, quantity, job, invoice number, and payment terms. To edit the bill, navigat...
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How to edit a task
An existing task can be edited on a web browser by a full-access user or edited on the mobile application by a mobile-only user. Navigate to the tasks section of the account then click to select t...
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How to create a folder [Growth and Enterprise plans]
In the Documents section, you can add folders to organize your documents and/or pictures that have been uploaded to the job from the office or mobile application. Click on Add new folder at the t...
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How to add a sub-client
To add a new sub-client, you'll follow the same steps as adding a new client, by clicking the clients section in the top right then clicking add new client: You can then fill in all the necessary ...
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How to use Knowify's Unit-Based Billing
To bill a fixed price contract based on units instead of percentages or dollars, make sure that a quantity is entered on each line of the contract: Once a quantity has been entered, an additiona...
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Why have my clients disappeared?
When you stay logged into Knowify for an extended period of time, your web browser may timeout and now longer recognize that you are logged in, which can cause inconsistencies with viewing informat...
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How to apply a client credit or refund
In order to apply client credit, create a new Change Order for a negative amount. That can be done in the Contract & Change Orders section, below the last line item: Fill out the information in t...