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Introduction The quote module streamlines how sales and service teams build, share, and track customer proposals. This guide explains how to create proposals, manage their content, control customer visibility, and administer quote templates and settings. Overv...

Introduction The Employee Management page can be used to add a new employee to the system or edit a current one. To reach the Employee Management page, click on The Admin dropdown on the side menu then click on Employee Managaement. Clicking on the three bars ...

Introduction The Billing section of the Customer Account is where all information regarding customer billing can be seen. This includes a balance overview, a section for Autopay, any recent trasactions that have been made on the account and any subscriptions t...