Knowify for Construction Companies using QuickBooks Online (2021/2022)

Knowify + QuickBooks Online, 6-Part Training Series for Construction Companies and Commercial Contractors:

1. Setup / Integrations
   1. Take advantage of Advisor account / or free trial
   2. Create a Onboarding Roadmap
      1. How do we want to track things?
         1. Tracking in QBO by sub-customer or not?
         2. Item based tracking
      2. Is there historical data for ongoing jobs?
   3. QuickBooks Online Integration
      1. 2 Way-Sync
      2. Sync Page and how to use
   4. Add users
   5. Add Equipment
   6. Set Labor / Equipment Costing Rates
   7. Admin Section
   8. Mapping
   9. Zapier
2. Contract Jobs / Job Costing
   1. Types of Contract Jobs
      1. Fixed Price
      2. Fixed Price / AIA Billing
      3. Cost Plus (T&M)
      4. Maintenance
   2. Plan and Track - what is it? When can you use it? When should you use it?
   3. Bids and Contracts
   4. Change Orders
   5. Purchases vs. Bills
   6. Job Profitability calculation / Should I factor in WIP?
3. Service Jobs / Invoicing
   1. Adding Service Jobs
   2. Scheduling Service Jobs
   3. Service History
   4. Invoicing Contract jobs
      1. Fixed Price
      2. Fixed Price with AIA Billing
      3. Cost Plus
      4. Maintenance
   5. Invoicing Service Jobs
   6. Manage Invoices
   7. Manage Billable Items
   8. Manage Deposits
4. Higher Level Project Management / Reporting
   1. Document management (create folders in higher plans)
   2. Customer portal
   3. Managing Tasks, RFIs, and Submittals
   4. Additional Dashboard cards and Manage Leads
   5. Contract Jobs Reports
      1. Reports for individual projects
      2. Reports for all contract jobs
   6. Service Job Reports
   7. Advanced Reporting?
5. Scheduling / Time Tracking
   1. Phase Management
   2. Scheduling a job
   3. Scheduling an employee
   4. Job Board vs Corporate Calendar
   5. Enter Time
   6. Foreman View
   7. Review Time
   8. Labor Costs
6. Smartphone App / Tips ‘N’ Tricks
   1. Time tracking
   2. Expenses
   3. Job Progress
   4. Historical Data for jobs in progress at setup
   5. Sync issues and how to analyze and fix

The 6 Episodes will be recorded live via Zoom with live Q&A from November 10th. 2021 to January 5th, 2022. If you don't attend them live, you will have unlimited access to the recording.

This will be over 8 hours of training content!