Vin Ferruzza
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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...
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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 ...