Administration
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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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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports using this screen.
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Creating a New User
Each of your users will have their own Landboss account. Watch the video in this article, or follow the instructions to learn how to create a user in Landboss.
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Lease Form Upload Screen
This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.
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Work Code Info Screen
Create or edit work codes using this screen.
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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User Pay Rates Screen
Use this screen to configure pay rates for a user.
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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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Exporting Payroll to QuickBooks
Follow the steps in this article to learn how to export payroll data to QuickBooks Desktop.
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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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