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Setup your QuickBooks Online Integration

Connecting to QuickBooks Online. To get started setting up your QuickBooks Online integration navigate to Settings -> Integrations, then click the Connect to QuickBooks button. You will now be redire…

Email Notification - RFI Opened

The following is an example of the email that a Project Contact receives when they are assigned to a Task on the Project Schedule. This notification is turned on by default (but can be turned off by…

Subcontract - View/Edit - General

View/Add/Edit Subcontract - General Information. Suggested Prior Reading. Things to do before you add a Commitment Add a Commitment (Subcontract) View or Edit a Commitment (Subcontract) Relationship…

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Help describing how to navigate and move around Job Planner

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