Back to resources
Business Management
May 20, 2026

Service Pro deep dive

Knowify Service Pro is built for the quick in-and-out work that doesn’t fit your long contract jobs. Service calls, repairs, recurring maintenance visits, anything that lives in appointments rather than weeks-long schedules. In this deep dive, Terrin Kalian, Head of Customer Experience at Knowify, walks through setting up service jobs from scratch, scheduling visits, choosing between fixed-price and time and materials billing, and getting from dispatch to invoice without leaving the field.

What you’ll learn:

  • When to use a service job vs. a contract job
  • How to create a service job and choose between fixed-price and time and materials billing
  • How to build and send a service quote for e-signature
  • How to use the table, calendar, scheduling queue, team, and map views to find and schedule work
  • How to filter by status to surface what needs action (completed but not invoiced, invoiced but not paid, flagged, unscheduled)
  • How to set up a maintenance agreement that auto-schedules recurring visits under one contract
  • How service assets keep a running history of work on customer equipment
  • How to create jobs, capture signatures, mark visits complete, and invoice from the mobile app