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An Introduction To Templated Jobs, Quotes and Invoices

We've created a helpful guide for each template type.

  • Job Templates - Start off with the job details, notes, attached files, task lists and staff assignments you'd like, just with the click of a button.
  • Quote Templates - Get common jobs quoted more quickly by having quote templates at hand to use as a starting point.

  • Invoice Templates - Stop having to manually add the same information in the description, and line items to every invoice.
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