Difference between revisions of "Quick start guide to Protemos"
From Protemos Wiki
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| " valign="top" align="center" width="300" | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]] | | " valign="top" align="center" width="300" | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]] | ||
| − | | " valign="top" align="center" width="300" | <U>[[Project templates|''' Project templates''']] </U> <br> <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]] | + | | " valign="top" align="center" width="300" | <U>[[Project templates|''' Project templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]] |
| − | | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]] | + | | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]] |
|- style="height:100px" | |- style="height:100px" | ||
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| " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] | | " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]] | ||
| " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]] | | " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]] | ||
| − | | " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]] | + | | " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]] |
|- style="height:100px" | |- style="height:100px" | ||
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| " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]] | | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]] | ||
| " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]] | | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]] | ||
| − | | " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br><br>[[File:1ag.png|60px|link=To-dos]] [[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>[[To-dos|'''To-dos''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | | " 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> '''<span style="color:#990000">(for Enterprise version)<span>''' <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> '''<span style="color:#990000">(for Enterprise version)<span>''' <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>[[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=]] | + | | " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]] |
|} | |} | ||
Revision as of 11:27, 17 May 2023
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 (for Enterprise version)
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Tenders (for Enterprise version)
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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 (for Enterprise version)
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| PDF templates (for Enterprise version) 
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Messages
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To-dos (for Enterprise version)
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| Dashboard (for Enterprise version)
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Email templates (for Enterprise version)
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Vendor rating (for Enterprise version)
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