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Advanced Setup

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  • How to change the default SMS invoicing template?
  • How to import materials and clients
  • How to set up Two Step Authentication
  • Can I add a prefix or suffix to job numbers?
  • How to create a custom security role
  • How to change your email signature
  • Security Roles Overview
  • Security Roles Reference
  • Can my staff produce work orders instead of invoices through the checkout wizard?
  • How to activate additional staff notifications

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