In this recorded training session, Terrin Kalien, Head of Client Experience at Knowify, breaks down how streamlined communication can make projects run smoother for everyone involved. Terrin walks through the best ways to manage requests for information (RFIs) and submittals in Knowify, showing how organized processes keep projects on track and approvals moving forward.
He also highlights how Knowify’s customer portals give clients real-time visibility into their projects, letting them check progress and access key documents from a secure, easy-to-use online portal.
Throughout the session, Terrin demonstrates how RFIs, submittals, and customer portals within Knowify help keep communication clear, organized, and documented. The goal? To give contractors the tools they need to deliver great customer experiences and build strong, transparent customer relationships.