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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…

Create an Action Item

Action Items can be created, assigned and managed: Assign the Action Item, set the Priority and manage the Status. Send the Action Items to a Distribution List. Add Before and After Attachments. And…

Inspection Templates - View/Add/Edit - Inspection Items

Suggested Prior Reading. Inspections - Add Template Inspections - View/Edit Template Overview. This help pertains to the I nspection Items section of the Inspection Template. This is where the detail…

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Help describing how to navigate and move around Job Planner

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