Knowify’s Mobile Application is designed to be a technicians tool, that allows Knowify users to log their time, purchases, pictures/notes, and view some of the general job information. Performing high-level tasks such as creating jobs, invoices, payments, and viewing any financial information is reserved for full-access users on a computer. Full-access users can also log into Knowify on a Tablet, however they will need to log in through the browser on their tablet (as opposed to the mobile application) in order to perform any full-access user tasks. Here is some more detail on the difference in access from the computer and smartphone:
Computer/Browser | Mobile application |
---|---|
Create new jobs and service tickets | View general job information (Address, Work Order, supporting documents/notes) |
Create Invoices, Bills, Purchases, and change orders | Can only create purchases within the approval authority |
Log time for one or more users, approve and edit time entries, run time reports | Log time individually, log other user’s time with Foreman Access, cannot approve hours |
Use Knowify’s scheduling tools such as the Job Board and Corporate Calendar to schedule employees, review availability, and send push notifications to users in the field | Review the schedule on a daily basis for the person logged in only |
Prepare contracts, send bids out for signature, email invoices & documents to clients | N/A |
Manage account settings – user settings, rates, company information, customized defaults, subscription details | N/A |
Manage Quickbooks sync and view financial information | N/A |
For more information on Knowify’s Mobile Application, and for a tutorial on how to use the mobile features, please view our video guide here