Gallery

SH WIKI

PM Trainings

Logistics & SCM

Guides

Explore

PM Trainings

Knowify

Software we use for project tracking, invoicing, & billing

The current tool we use for job costing and tracking is Knowify (included is the following):

Contract Jobs

Shows ALL Jobs and what stages they are part of

Time Tracker (not currently being used)

Might use this feature at some point NA for current state

Purchases

This is where all open POs are

I.e subcontractor invoices, crane costs, etc.

Bills

This is where all open bills (subcontractors) are

Every Wednesday subcontractors send their weekly invoices which will get inputted into Knowify and create a open bill to be paid

Dashboard

This is what the dashboard of Knowify looks like & is broken down into the following

Contract Jobs

Time Tracker

Purchases

Bills

Invoices

Scheduling

Internal

Catalog

Quickbooks

Reports

⁠

Contract Jobs

Within contract jobs you are able to see all projects and this is where the majority of job costing and tracking is done

We are going to use Zimmerman ADU as our example

⁠

Summary

The items that are important here are the following

Contract Value

This what we are charging the customer

Total Cost Budget

This is what we are expecting our cost to be

Projected Profitability

What we are hoping to profit

⁠

Proposal

The proposal tab is what we are sending to the customer and what they see

The only importance of this is to understand what our pricing is to the end customer

⁠

Plan & Track - Budget Mode

From a Project Management one of the most important tab is the plan and track

This is where it shows what the estimated budget is for each task

Labor Field Direct Cost - $4,374.72

If we were doing this piece work we’d like to be below this price

Exterior Siding & Trim

$2,417.50

⁠

Plan & Track - Active Mode

This is where our true costs of what we’ve paid out is

In this example the committed cost is currently $0 - but as we beginning putting in the cost this will begin to get filled out and show us what our true cost is for this project

⁠

Submittals & RFI

The other two areas we use the plan & track for is;

Submittals

product data and descriptions

items we have to request to contractors

RFIs

Questions we have in regards to material, design issues, &/or other

⁠

Want to print your doc?
This is not the way.

Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.