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Customization Setup

Modified: 7 Sep 2026 ProContractor Installation and Setup Help

Customize ProContractor for your business.

Complete the Initial Setup process first.
  1. Create additional data fields to customize certain documents and records for your business on the User-Defined Fields screen.
  2. Edit the format of ProContractor forms to customize them for your business on the Modify Forms screen.
  3. Edit the format of ProContractor reports to customize them for your business on the Modify Reports screen.
Once you complete the customization setup process, continue to the financial setup process.
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