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Reccuring Account Management

Reccuring Account Management

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Instructions:
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Estimator's Admin:
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Client Info
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Email - Billing Details
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Billing Details Tracking
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Google Drive Documentation
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Administration:
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Billing Details Adjusting
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LMN
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Signed Contract Filed
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Create a Site Map
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Site Map Approved and Filed
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Add Task Notes to LMN Job
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Email - Site Map Approval
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QBO - Invoicing
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Email - Fully Booked