web-based business management services
Customized User &
Company Defaults
key benefits
  • Use the user-specific Quick-Print function to instantly export a common template (Invoice, Work Order Ticket, etc.)
  • Pre-populate creation forms with typical information to eliminate unnecessary repetitive clicks in the system
  • Select default views for modules so that you can view what you would like to as soon as you open the page

Save Time: Using defaults, create work orders and leads while on the phone with customers