Difference between revisions of "Quick start guide to Protemos"

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  | " valign="top" align="center" width="300"  | ''' Taxes''' <br> <br> [[File:wiki.jpg|40px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]]
 
  | " valign="top" align="center" width="300"  | ''' Taxes''' <br> <br> [[File:wiki.jpg|40px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/IHAw-yH3jJM]]
 
   
 
   
| " valign="top" align="center" width="300" |  ''' Project templates''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_templates]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=]]
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| " valign="top" align="center" width="300" |  ''' Project templates''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Project_templates]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/TM4aKwhBeVU]]
  
 
  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Create_job_tenders]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jsAF3SAr9bQ]]
 
  | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:wiki.jpg|40px|link=https://wiki.protemos.com/wiki/Create_job_tenders]]  [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jsAF3SAr9bQ]]

Revision as of 14:07, 25 May 2020

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

All the icons are clickable

1.Create Account

40px Empty square.jpg 40px
2.Create/import clients

40px Empty square.jpg 40px
3.Create/import vendors
(for Enterprise version)
40px Empty square.jpg 40px
4.Create project

40px Empty square.jpg 40px
5.Assign jobs
(for Enterprise version)
40px Empty square.jpg 40px
6.Issue invoices

40px Empty square.jpg40px
7.Record payments

40px Empty square.jpg40px
8.Generate reports

40pxEmpty square.jpg40px
9.Quotes

40px Empty square.jpg40px
10.Filters and search

40px Empty square.jpg40px
11.Export data

40px Empty square.jpg40px
12.Alerts and notifications

40px Empty square.jpg 40px
13.Managers and access

40px Empty square.jpg40px
14.Customization

40px Empty square.jpg40px
15.Licenses
(for Enterprise version)
40px Empty square.jpg 40px


For the Vendor quick start guide, please click here.


Advanced options - this table is being edited

Taxes

40px Empty square.jpg 40px
Project templates

40px Empty square.jpg 40px
Tenders

40px Empty square.jpg 40px
SmartCat integration

40px Empty square.jpg 40px
memoQ integration

40px Empty square.jpg 40px
TQ Auditor integration

40px Empty square.jpg40px
Import vendors

40px Empty square.jpg 40px
Import clients

40px Empty square.jpg 40px
Workflow

40px Empty square.jpg40px