If you use the Breakdown or Bill of Materials feature in Knowify when creating contracts, this information can be carried over to your Plan & Track section to place Purchase Orders and track hours and materials against estimated quantities. To start, we’ll create a line item with Materials and Labor (this can also be automated with Service Templates!):
Once the project is active, go to the Plan & Track section where you’ll see a prompt asks “Would you like to use the contract breakdown as budgets for this job?” which, when clicked, carries this information into the phase:
Then once the Plan & Track is switched to Active mode again, you can create a PO simply by clicking “Order Materials”:
And all hours will be tracked against the estimated quantities:
If you have more questions on this, please reach out to support@knowify.com
