Difference between revisions of "Quick start guide to Protemos"
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:::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] | :::::::::[[File:For the Vendor Quick start guide click here..png|250px|link=Vendor quick start guide]] [[File:For the Vendor Quick start guide click here. (1).png|250px|link=Client quick start guide]] | ||
| − | :::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] | + | ::::::::::::::[[File:For the Vendor Quick start guide click here. (2).png|300px]] |
{| style="width:900px" border="1" | {| style="width:900px" border="1" | ||
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| " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:WK cl.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/IHAw-yH3jJM]] | | " valign="top" align="center" width="300" | ''' Taxes''' <br> <br> [[File:WK cl.png|60px|link=Taxes]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/IHAw-yH3jJM]] | ||
| − | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" width="300" | ''' Project templates''' <br> <br> [[File:WK cl.png|60px|link=Project templates]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/TM4aKwhBeVU]] |
| − | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:WK cl.png|60px|link=Create job tenders]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jsAF3SAr9bQ]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=SmartCAT integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]] |
| − | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" |''' memoQ integration ''' <br> <br> [[File:WK cl.png|60px|link=MemoQ integration]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/r5cJ68ExSL8]] |
| − | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=TQAuditor integration]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/F0fmYK3hF4Q]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" | ''' Import vendors'''<br> <br> [[File:WK cl.png|60px|link=Import vendors from Excel]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] |
| − | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" |''' Import clients ''' <br> <br> [[File:WK cl.png|60px|link=Import clients from Excel]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/9oFngi3mXEc]] |
| − | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link=Project details, Workflow tab]] [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/L7D0pmtKJS0]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:WK cl.png|60px|link= | + | | " valign="top" align="center" | ''' Common notes'''<br> <br> [[File:WK cl.png|60px|link=Common notes]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]] |
| " valign="top" align="center" |'''Custom SMTP server''' <br>(free Gmail) <br> [[File:WK cl.png|60px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]] | | " valign="top" align="center" |'''Custom SMTP server''' <br>(free Gmail) <br> [[File:WK cl.png|60px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]] | ||
Revision as of 13:08, 11 June 2020
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account  
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2.Create/import clients
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3.Create/import vendors (for Enterprise version)
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| 4.Create project
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5.Assign jobs (for Enterprise version)
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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9.Quotes
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| 10.Filters and search
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11.Export data
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12.Alerts and notifications
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| 13.Managers and access (for Enterprise version)
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14.Customization
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15.Licenses (for Enterprise version)
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.png){kind=small}
| Taxes
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Project templates
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Tenders
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| SmartCat integration
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memoQ integration
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TQ Auditor integration
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| Import vendors
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Import clients
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Workflow
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| Common notes
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Custom SMTP server (free Gmail)
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Custom SMTP server (G-suite)
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