We have many commercial clients, such as restoration companies that need us to attend new locations. Technicians book in emergency/after hour calls and are unable to add a new location. The office has to merge clients at this time the following day
I would like to know if there is a way to adjust the template for assigning new customers so that I don't have to uncheck notifications to email every time and then go to the billing screen to then check the box to send invoice by email. I want this ...
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