Vin Ferruzza
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How to create an invoice for a service job
You can invoice your work at any point from the service job. Knowify will automatically pull in all the billable time, materials, and expenses allocated to the job. To create the invoice, navigate ...
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How to update changes in Plan & Track on the Contract
Once you have a draft of your contract, changes made to the Plan&Track section do not automatically update the contract. These two sections of the job are tracked independently after using the job ...
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How to track costs for a change order
When adding a change order in Knowify, the change order is reflected on the contract side of the job to be factored into revenue. In order to manage specific costs (labor, materials, subcontractors...
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How to delete a task
Warning Deleting a task cannot be undone after confirmation. Any task, open or complete, can be deleted by opening the Tasks section and starting the process as if you were editing an existing ta...
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How to manage unscheduled service jobs
To manage all your unscheduled service jobs—that is, all the service jobs that do not have a date yet—, you can find a schedule queue both in the calendar view and the team view. You can search by ...
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Tracking employee breaks
Knowify offers three different options for tracking employee breaks within the timetracker and smartphone application. Internal project Manual check in/out Time entry adjustment Internal project ...
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How to search and filter through tasks
Within the Tasks section, you will be able to search and filter through existing tasks to organize as needed. You can filter tasks created by you or assigned to you. If you are an admin, you can al...
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How to import catalog products/services through Quickbooks Online
1) First, click the gear icon on the top of the screen, then Import Data 2) Next, click Products and Services 3) You will then be able to choose a spreadsheet from your computer to upload 4) Qui...
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Financial status for service jobs
There are four financial statuses displayed on the table: Not invoiced Partially invoiced Fully invoiced Paid You can filter service jobs by Invoice status: Not invoiced, Invoiced (which combines...
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How to remove items from an active contract
Once a contract has been signed or made active manually, the line items are no longer able to be edited. This is because after the client has signed, any changes made are designed to be added as ch...