How do I add a job in Knowify?

To add a new job in your Knowify account, first navigate to the Contract Jobs module, and press “Add New Contract Job” at the top of the screen:

This will pull you into your Create Job screen, where you will need to fill in the following data to create the job:

  1. Client Name – This is where your jobs invoices will be billed to, it can be populated from your Client list, or you can add a new client here.
  2. Job Name – This is how the project will be referred to throughout Knowify’s Job Costing Tools.
  3. Contract Style – This controls how the client is invoiced. You can learn more by clicking here.
  4. Job Costing Style – This controls the Knowify flow through a project Learn more by clicking here.

All other fields for creating a job will be optional. If you’d like to learn more about how job creation works, contact and a member of our team will be happy to help out.