Manage Templates
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Job Templates allow you to create templates for everyday services you offer your clients. Job templates can include internal tasks as well as client tasks. Once a job template is created, you can apply the template to any client to create a Job. There are 3 basic ways to create Job Templates fro...
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How to use Client Hub Job Templates
Our team has developed our own Job Templates, giving accountants and bookkeepers access to prebuilt templates to make using Client Hub for internal workflow even easier. Go to Manage Templates on the left navigation From Job Templates Select Client Hub Templates Click the ellipsis (...) and Sele...