Vin Ferruzza
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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,...
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Why is my proposal displaying as unopened
When you send out your proposals for digital E-signature through Knowify, we will update the date it was sent and the date the customer opened the proposal in your manage contract jobs section. The...
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Cost & Markup columns on the Invoice
When preparing a new invoice, you'll notice that there is a column for Our Cost and Markup. These two columns will never be displayed on the invoice document to the client, and will always remain 1...
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How to sync a job from Knowify to QuickBooks as a subclient
Once the jobs as subclients feature is enabled in your account, this will ensure that any job logged in Knowify from that point forward will sync to QuickBooks automatically as a subclient. If you ...
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I cannot find the job address
When you are setting a job site address, if you are not able to find the address using the address lookup feature, you will see a link just below the search titled find on map: This will open a pr...