Level up your project setup in Knowify with this fast-paced session on project planning shortcuts. Terrin Kalian (Head of Customer Experience, 10+ years at Knowify) walks through how to turn your repeatable workflows into reusable Plan & Track templates and Service Templates. This will help you build budgets faster, generate proposals in clicks, and cut down on manual data entry. You’ll see how templates carry over phases, items, dependencies, work orders, and bill of materials, plus how to copy full jobs when you need a head start.
We also cover using Service Templates on both the budgeting and contract sides (unit-based pricing, minutes-based labor, materials rollups), and how to pull contract data into budgets once a job goes live. The session wraps with audience Q&A on equipment, prevailing wage, task dictionaries, exporting, and more.
You’ll learn how to:
Build and save Plan & Track templates that prefill phases, items, labor, materials, dependencies, and work orders
Apply a template to new jobs and make quick quantity/scope tweaks without rebuilding
Create Service Templates (unit-based formulas) to auto-calculate labor minutes, materials, and scope of work
Use Service Templates on proposals (Advanced style) and auto-generate budgets from the contract/BOM
Copy entire jobs (budget + contract) for a complete starting point
Speed up task setup with the Task Dictionary
Have feedback or feature ideas? Drop them in the Knowify feedback portal or reach out to our team. We’d love to hear from you!
