Dashboard

  1. The number of jobs that are active in your Knowify system.
  2. The total amount from your active jobs that have not yet been invoiced for.
  3. The number of bids you have created that have not been accepted yet.
  4. The total amount for contracts still in the bidding phase.
  5. The profitability wheel, showing…
  6. Clients menu. Click here to see our reference pages for this topic.
  7. Vendors menu. Click here to see our reference pages for this topic.
  8. Admin Section. Click here to see our reference pages for this topic.
  9. The red box indicates how many unread notifications you’ve received. Click on the box to open the side menu that reveals these messages.
  10. Total amount of invoices that are outstanding and have not received payments.
  11. Total amount of bills that are outstanding and have yet to be paid.
  12. Average profitability of all of your jobs.
  13. Click here to contact us about a question regarding Knowify. Please enter your name and email so that we can get back to you as soon as possible.
  14. The dashboard icon will bring you back to this page. Of these icons, the one that is highlighted in orange will indicate the page you are visiting.
  15. The contract jobs module, which contains all information that pertains to the jobs you have or are currently working on. Click here to see our reference pages for this topic.
  16. The service jobs module is the main area to create and edit service tickets. Click here to see our reference pages for this topic.
  17. The time tracker module is the area in control of time entries and timesheets. Click here to see our reference pages for this topic.
  18. The purchases module contains a history of your purchases and purchase orders. Click here to see our reference pages for this topic.
  19. The bills section shows all of your paid and unpaid bills for the purchases you have made. Click here to see our reference pages for this topic.
  20. Click More to view more modules:
  21. The invoices module displays all of your outstanding invoices. Click here to see our reference pages for this topic.
  22. The scheduling module contains your calendar and scheduling capabilities. Click here to see our reference pages for this topic.
  23. Internal keeps track of all of your internal costs that do not relate to a particular job. Click here to see our reference pages for this topic.
  24. The catalog module contains a list of your products, services, and service templates. Click here to see our reference pages for this topic.
  25. The QuickBooks module displays the list of items that have synced between Knowify and QucikBooks. Defaults can be set to specify where in QuickBooks our Knowify information will send to. Click here to see our reference pages for this topic.
  26. The reports module gives access to all of the reports we can generate for you. Click here to see our reference pages for this topic.