Administration
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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User Info Screen
Create or edit users 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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Removing a User
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Watch the video in this article, or follow the instructions, to learn how to deactivate a user in Landboss.
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Client Bill Rates Screen
Use this screen to configure the bill rates for this client.
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Lease Template Rental Screen
Enter rental information for a lease using this screen.
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How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
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Lease Template Info Screen
Create or edit lease templates 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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