Video Outline

• 0:16 - Service Agreement Status
• 0:38 - Company Name or First Name/Last Name
• 0:52 - Customer Name and Quickbooks
• 1:14 - Customer Types
• 1:30 - Lead Source
• 1:47 - Phone Numbers
• 2:13 - Cell Phone Number necessary for SMS/Texting
• 2:27 - Email addresses
• 2:41 - Communication Preferences
• 3:06 - Billing Terms
• 3:33 - Invoice Templates
• 4:20 - Status Field
• 4:42 - Comments Field