Difference between revisions of "Quick start guide to Protemos"

Revision as of 11:43, 4 May 2020

For a brief system overview, please check this video: 40px

All the icons are clickable

1.Create Account 40px 40px	2.Create/import clients 40px 40px	3.Create/import vendors (for Enterprise version) 40px 40px
4.Create project 40px 40px	5.Assign jobs (for Enterprise version) 40px 40px	6.Issue invoices 40px 40px
7.Record payments 40px 40px	8.Generate reports 40px 40px	9.Quotes 40px 40px
10.Filters and search 40px 40px	11.Export data 40px 40px	12.Alerts and notifications 40px 40px
13.Managers and access 40px 40px	14.Customization 40px 40px	15.Licenses (for Enterprise version) 40px 40px

For the Vendor quick start guide, please click here.

@@ Line 12: / Line 12: @@
   |- style="height:100px"
-  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:youtube.jpg|40px|link=https://youtu.be/tbDzmVjUhyg]]
+  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]]  [[File:youtube.jpg|40px|link=https://www.youtube.com/watch?v=38SpFkjDD9s]]
   |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki.jpg|40px|link=Assign jobs]]   [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/mwVZxHvj6ck]]
   |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Issue invoices]]   [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Op9ujwaGzqo]]