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Create and use Custom Forms

Used in conjunction with the mail-merge features, you can create filled out forms from your client and job data. The program includes form templates for a standard letter, fax cover sheet, transmittal, and more, and there is space for you to make up to 30 of your own custom forms.

 

Here are samples of some of the forms (and these can be customized as well).

 

Transmittal form

 

Work order form