General/Settings #
How to Set Default Terms and Conditions
How Can I Add Multiple Contacts to a Client?
Why is the Knowify Homepage Not Loading?
What is the difference between Budget Rate and Billing Rate?
What is the Difference Between Test Mode and Live Mode?
How do I Reset a User’s Password?
How do I check what version of Knowify I’m running?
How to Cancel Your Subscription
How Do I Update My Billing Information for Knowify?
What Kinds of Files Can I Upload to Knowify?
How to Make Users Inactive/Active
Edit User’s Access and Permissions
How Do I Change a Login Email?
Uploading Documents and Images
Jobs #
What is an Associated Deliverable?
How Do I Log an Existing Job into my New Knowify Account?
How to Manage Dependencies in Knowify
How to Markup Materials at Different Rates
How Do I Delete a Job in Knowify?
How to Automate Emails into Job Logs
What is WIP and How is it Calculated?
Managing Work Orders in Knowify
Scheduling a Contract Job with a Start&End Time
Communicating with users internally via notes/comments
Adding Client Contacts to Jobs
Job costing #
How do I track Actual vs. Budgeted Costs in Knowify?
How do I put a vendor credit into Knowify?
How do reimbursements work in Knowify?
Tracking Internal Budgets in Knowify
How Do I Re-Allocate Cost from One Job to Another?
Job Costing Inventory in Knowify
How Can I Enter and Track My Equipment?
How do I get costs to show up under Subcontractor in Plan & Track?
How Do I Log a Bill Against a PO?
How to Enter Cash/Debit Expenses into Knowify
How to Log Mutiple Bills Against a PO (Flex Spending)
Why can’t I track costs for my active job?
How to close a Bill or Purchase/PO
Tracking Costs from Bill of Materials
Logging Multiple Bills Against One PO (Itemized)
How to Send Work Order to Subcontractor
Approving Purchases and Setting an Approval Authority
Contracts #
How Do I Change the Date of a Change Order?
How do I apply a Refund or Client Credit?
How do I Resend or Undo a proposal?
How Does Knowify’s Deposits Feature Work?
How Do I Change Between Standard Fixed and AIA?
How do I email outside of Knowify
How do Time and Materials Contracts work in Knowify?
How Do I Switch an Active Contract Back to Draft?
Pricing Materials On The Contract
How Do I Create a Maintenance Contract in Knowify?
Invoicing #
How Do I Submit Retainage in AIA Format?
How to Include More Contract Information on Invoices
How Do I Bill Retainage Mid-Project?
Additional Invoice Options/Customization
Invoicing Styles (Fixed Price)
Service Tickets #
How to View All Costs Associated with a Service Ticket
How to Edit Details of a Service Ticket
How Do I Edit the Address of a Service Ticket?
How Do I Change the Name of a Service Ticket?
How to Switch a Ticket from Pending to Scheduled
Getting Client Signatures on Service Tickets
Converting a Service Ticket to a Contract Job
Smartphone app #
How Can I Keep from All the Phases Showing up on My Smartphone?
How Do I Send My Employees Notifications?
Full-Access (desktop) features vs Smartphone features
How can I delete the smartphone app data if I use an Android device?
Time tracking #
Setting up and Tracking Labor Cost
Mulitple Labor Rates/Prevailing Wage
How Can I Undo Previously Approved Time Entries?
Overtime Feature (Enterprise Only)
QuickBooks #
How Does the Credit Card Expenses Setting Work?
Why isn’t my invoice syncing with QuickBooks?
How Can I Enter Material Cost Against a Job in Knowify Without Pushing to QuickBooks?
I Can’t Find my Knowify Jobs in QuickBooks
How Can I Cost Expenses in QuickBooks to Jobs in Knowify?
Using QuickBooks Products and Services with Knowify
What Do Income Defaults Do in Knowify?
What Do Expenses Defaults Do in Knowify?
How to Sync Hours from Knowify to QBO
What does the Jobs as Subclients setting do?
Pulling Credit Card Transactions into Knowify from QuickBooks
Importing QuickBooks Subcustomers into Knowify as Jobs (Test Mode)
Using QuickBooks Classes with Knowify
Using QuickBooks Locations with Knowify
Syncing data from Quickbooks to Knowify (Accountant Section)
