Have you ever signed up for an app just to have it not work? It’s probably one of the most frustrating, yet easily avoidable, things we tech-savvy people can do. But, generally, it isn’t a big deal. You’ve downloaded an app on your phone that you thought was interesting or thought you might need, it doesn’t work properly, so you get rid of it and find something else. No harm, no foul.
But what happens when you’re using an app for more important tasks, like managing your finances?
Maybe you’ve already decided to move forward with a business management package like Knowify. Maybe you’re just starting to think about it. In either case, you should be aware that implementing powerful, fully-integrated software packages is no small task. Please: go in eyes-wide-open. Knowify will transform your business for the better, but it does require an investment from you and your team – not typically in terms of monetary outlay (which is small), but rather in terms of time and a commitment to change old, stale business processes. If you’re ready to make the change though, and to embrace more streamlined, automated, and modern ways of running a contracting business… then read on!
This week we are taking a break from our “Feature of the Week” to highlight the most important features and settings when getting started with Knowify! Onboarding Knowify is an important process. It can be fun, and even therapeutic, organizing your business to fit into our system.
You may have already heard by now that our mobile app is really awesome! It has the ability to track employee time with GPS functionality and can capture photos of receipts. But what good is an incredible app if not everyone on your team is using it? We have noticed a disconnect between the office and workers on the field in understanding where your employees stand on their mobile onboarding. We are ready and eager to bridge this gap and create easy communication – we even went as far as adding a Spanish option- ¡de nada!
Experts say it takes about 2 months to form a new habit. When it comes to implementing new technology into the workplace, it may take even longer to get your teams used to a change in routine.
Although there are many benefits to construction software – real time project updates, easily accessible and readily available documents, and boosted efficiency to name a few – the construction world is sometimes stuck in a “this is how we’ve been doing it for years” mentality. With new technology comes constant change; with that being said, here are some ways to give your team the extra nudge toward enactment.
Knowify’s smartphone application for field technicians is a great way to automate your job costing in real time from the job site. Giving employees access to Knowify on their phones can save you time dispatching workers, entering their time sheets, and reviewing reimbursement and expense requests. To get your employees started using the app, navigate to the Users tab of your Admin Section:
- First, you’ll want to choose User with Mobile Access to Knowify Only from the Type of Access field:
- Next, fill out all of the employees data, including their email address: This is also where you can add their Role for budgeting and scheduling. You can also add a Direct Manager and Approval Authority where Approval Authority controls the amount of purchases they can submit without approval, and the Direct Manager is the person who will have to review when they go over.
- Last, you’ll want to fill out the users permissions: Tracks their time will be the minimum requirement for mobile time tracking access. Is a foreman or can approve time cards will give them the ability to use the smartphone to Check In/Out other users that are working with them.
- When you click the Add User button at the bottom, it will send the user an email to the address entered in step 2 that they can open on their smartphone:
- Pressing Click Here to Activate Your Account will bring them to a screen where they can set their password: After entering the new password twice, they will see a confirmation screen:
- Next, they will want to go to the App Store (iPhone) or the Google Play Store (Android) and download the Knowify Application (it is free to download):
- Once the app is downloaded, simply open up Knowify, enter the email and password, and click Log in And they will be able to see what they have to work on that day to start tracking their time!