Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
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| " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | | " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | ||
| " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U><br> <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | | " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U><br> <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] | ||
| − | | " valign="top" align="center" | '''''<br><br>[[File:1ag.png|60px|link=]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] | + | | " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] |
|} | |} | ||
Revision as of 10:39, 1 May 2023
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) |