Administration
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Creating a New Role
When you open a new Landboss account, there are a number of existing roles already created for you. We have have found these roles fit the majority of users, but have provided the option of administrators creating their own roles to customize what users can and cannot see.
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User Pay Rates Screen
Use this screen to configure pay rates for a user.
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Lease Template Special Provisions Screen
Add, edit, or remove the special provisions for a lease template 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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Pay Rate Examples
This article lists some examples of the pay rate system to help you understand how the various rates override each other.
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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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Setting up Time Reviewers
This article is an introduction to setting up time reviewers in Landboss.
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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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