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Requests for the Form 5500 Series Products Can Be Made on the

Requests for the Form 5500 Series Products Can Be Made on the

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Instructions and help about Requests For The Form 5500 series Products Can Be Made On The

hi I'm Daniel from jobber let's go over how to customize your request form first let's go to the request settings you're going to click on the gear icon in the top right corner of your screen then select settings on the left side under the client communication category you're going to click on requests let's click customize form to start setting the form up at the top of this page you can add a short description of your services or follow-up details that will show up at the top of the request form next we have the contact details you'll notice that these fields are grayed out this is because the contact details will all be automatically included on your request form the address that's submitted here will be created as a property for the client next we have the service details section the section name can be customized as well as the default long answer question if you don't want to use the long answer question you

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