Vin Ferruzza
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Recent activity by Vin Ferruzza Sort by recent activity-
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...
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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 UsersFor 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 rem...