Vin Ferruzza
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Recent activity by Vin Ferruzza Sort by recent activity-
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...
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Operational status for service jobs
There are four operational statuses for a service job: Unscheduled — when the service job has no scheduled date. Scheduled — when the service job has at least a date; time and resources are not re...
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How to not attach a PDF copy of the proposal [Growth and Enterprise plans]
If you prefer to not attach a PDF copy of the proposal to the email, so that the only way the customer can see the proposal is by opening the e-signature link, you can set this up when preparing th...
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How to schedule a service job from the calendar views
Our scheduling tools makes it easy to find the next best spot on your service schedule. We offer two calendar-based views: Calendar Team Calendar The calendar view shows you everything that is sc...
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How to edit company information
Company data, accessible from the Admin section, is used to populate proposal and invoice headers with your company details. To add or edit your company information: Click on the user icon (), wh...
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How to change the invoice number
In order to change a given invoice's number, we first need to edit the invoice. This can be found in the drop-down menu next to the Email option, and is only available if the invoice does not yet h...
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Getting client signature for service tickets
Knowify’s smartphone application has the ability to show the client a summary of all time entries, materials, and comments submitted against a job so they can sign off before invoicing. To do this,...