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PPC LP template - Long | NM - Guidelines - Knowify
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Choose the right contract for the job

Quickly build accurate proposals for fixed price, cost-plus, recurring maintenance, and AIA-style jobs.

Send and track your proposals

Send legally-binding contracts for e-signature, and see instantly when clients open, review, and sign your proposals.

Track change orders and bill

View your original proposal and contract, track costs & change orders, and handle progress billing against the job once you’ve won it.

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“With Knowify, we can send clients a professional-looking proposal in minutes without ever visiting the installation site itself. We use the templates we created in Knowify, make any adjustments needed, apply our markup and send everything to the client for them to digitally sign off on.”

Michael Haff
Owner, Castle Electric
Client-facing estimates

Markup your budget to cover profit and overhead, then turn it into a professional proposal in less than 60 seconds.

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Construction CRM

Manage leads, bids, and active jobs with a visual job management board. Customize it to fit your workflow.

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Project scheduling

Schedule jobs by phase using gantt charts and dependencies. Add employees and equipment to the full job or a phase.

  • See a daily job summary with photos, notes, weather, and labor.
  • Manage RFIs & submittals, and share key docs with your team or client.
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Real-time communication tools

Stay in-sync with tools that let you share info, leave comments, log expenses from the field, and more.

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Purchase and bill management

Manage purchases, purchase limits, approve expenses, and log bills as paid across all jobs in on place.

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Invoice creation

Easily create invoices that follow your contract format, whether you use AIA pay apps, fixed-price, time and materials, or cost plus.

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Automated cost tracking

Your job activity (labor, materials, equipment, subcontracts, etc.) is used to allocate costs to the right job and phase seamlessly.

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