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Setting up SI
Control Panel Settings
Control Panel Settings
A
By Ashok and 1 other
2 authors
79 articles
Application
Application Settings
Check For Updates
Company Information
Register
Snippets
Workflow Rules
User
Mobile Devices
Mobile Installers
My Account
User Sign-In Policies
Users
Catalog
Categories
Checklists
Head Ends
I/Os
Labor Price Rules
Labor Types
Manufacturers
Phases
Points
Price Settings
Item Custom Fields
Product Price Rules
Product Price Types
Tax Settings
Units of Measure
Wire Settings
Submittals
People
Client Custom Fields
Vendor Custom Fields
Project
Approved Project Required Fields
Component ID Format
Job Cost Settings
Locations
New Project Required Fields
Order Status
Payment Terms
Price Adjustments & Rounding
Project Custom Fields
Project Number Format
Project Rules
Project Settings
Project Status
Projects Folder
Systems
Schedule
Business Hours and Holidays
Schedule Status
Service Order Custom Fields
Service Order Priorities
Task Custom Fields
Task Settings
Time Sheet
Time Sheet Settings
Service Plan
Service Plan Custom Fields
Service Plan Features
Service Plan Items
Service Plan Number Format
Service Plan Settings
Purchase Order
Purchase Order Settings
Shipment Preferences
Report
Report Settings
Currency
Currencies
Currency Settings
Server
Legacy Data Conversion Utility (LDC)
Server Manager
Logs
Server Exception Logs
Sign-In Logs
Integrations
Avalara Tax Integration
Azure Active Directory
D-Tools Cloud
GreatAmerica
Manage Integrations
QuickBooks Settings
QuickBooks Time Settings
Tracknicity
TRXio
Box (online file storage)
Drawing Add-Ins Manager
Drawing Add-Ins Manager
Mobile Quote
Meeting Objectives
Project Types