Administration
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User Info Screen
Create or edit users using this screen.
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Creating a Client
You can either create a client in the Client section of the Admin area, or you can create a Client on-the-fly while creating a Prospect. The steps in this article will teach you how to create a client in the Client section of the Admin area.
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Billing Code Info Screen
Create or edit billing codes using this screen.
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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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Role Info Screen
Create or edit security roles using this screen.
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Linking Prospects in Landboss to Jobs in QuickBooks
Before you can export invoice data for a Prospect to QuickBooks Desktop, you must link the Prospect to a Customer Job in your QuickBooks company file.
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Work Code Info Screen
Create or edit work codes using this screen.
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QuickBooks Export Screen (Invoices)
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Lease Template Rental Screen
Enter rental information for a lease using this screen.
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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports using this screen.
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