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Part 6: Customizing Your Information

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Written by Ronsy

Welcome to Part 6 of the Onboarding Guide: Customization Your Information, the final part of our Onboarding Guide. This section will get you started XX.
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Customizing Your Information 

  • Custom Forms and Fields

  • Web Integration 

  • Customer Equipment Tracking

  • Reports 

  • Timesheets and Schedule 

Custom Forms and Fields (1:41)

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Additional Resources

Website Integration (2:08)

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Additional Resources

Customer Equipment Tracking

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Additional Resources

Custom Reports 

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Timesheets and Schedule

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Additional Resources


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And that's it! If you need to review any of the lessons, click the button below.
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Got any questions? Contact our Customer Support team. They're here to help! 

  • Chat: Click the little blue chat icon in the bottom right of the screen 

  • Phone: (888) 558-6275, Ext. 2

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