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Department

User

Story

Related Ticket

Demo / Knowledge Base Article

Onboarding > Service Agreement

 

 

 

 

Syncing a Contact with the NDIS

Onboarding

 

 Onboarding clients with Opportunities > Service Agreement

 

  

Onboarding

SIgning a Service Agreement signing

Rostering

 

 

Appointment Delivery

Service Resource Check in / Check out process

Finance

Timesheet creation