Vin Ferruzza
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What is the maximum size for attaching images/documents to an email through Knowify
Given that large attachments are more likely to create spam issues, Knowify limits the maximum file size per document/image (10 mb). If you wish to send larger files, we recommend adding shareabl...
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How to edit time on the mobile application
When viewing the home screen, click the main menu at the top left then select Timecard: By default it will show any entries for today's date, but you can cycle back to review your previously submi...
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How to create a service job
When you get a new job request, you can create the job from the Service jobs section. Click on Add new service job, which will prompt a modal to add all the service job details. Enter the service...
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How to assign a task
You can find your tasks by navigating to the task section from your home screen or the search bar at the top of the page: When creating a new task, you will be asked to fill out the details for th...
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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...