
In the print dialog choose "Save as PDF". Turn off "Headers and footers" for a clean page.
The property-management companies you report to.
The summary your client reads shows only your agency's name and logo.
The choices for each work item. Renaming a type also renames it on the items that use it.
Everything stays in this browser. Backup (in the header) saves a copy as a file. Restore loads it here or on another computer.