Difference between revisions of "Quick start guide to Protemos"
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| " 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=]] | ||
− | + | | " valign="top" align="center" |'''TQ Auditor integration''' <br> [[File:WK cl.png|60px|link=]] [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=]] | |
|} | |} |
Revision as of 16:07, 11 June 2020
For a brief system overview, please check this video:
All the icons are clickable
1.Create Account ![]() ![]() ![]() |
2.Create/import clients ![]() ![]() ![]() |
3.Create/import vendors (for Enterprise version) ![]() ![]() ![]() |
4.Create project ![]() ![]() ![]() |
5.Assign jobs (for Enterprise version) ![]() ![]() ![]() |
6.Issue invoices ![]() ![]() ![]() |
7.Record payments ![]() ![]() ![]() |
8.Generate reports ![]() ![]() ![]() |
9.Quotes ![]() ![]() ![]() |
10.Filters and search ![]() ![]() ![]() |
11.Export data ![]() ![]() ![]() |
12.Alerts and notifications ![]() ![]() ![]() |
13.Managers and access (for Enterprise version) ![]() ![]() ![]() |
14.Customization ![]() ![]() ![]() |
15.Licenses (for Enterprise version) ![]() ![]() ![]() |