Difference between revisions of "Quick start guide to Protemos"
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| − | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https:// | + | |1. " valign="top" align="center" width="300" | <U>[[Create Account|'''1.Create Account''']]</U> <br> <br> [[File:wiki.jpg|40px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/jX-D7EUltyE]] |
|2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/ffUzN7G6SrU]] | |2. " valign="top" align="center" width="300" | <U> [[Create/import clients|'''2.Create/import clients''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create/import clients]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/ffUzN7G6SrU]] | ||
| − | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki.jpg|40px|link=Create/import vendors]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link= | + | |3. " valign="top" align="center" width="300" | <U> [[Create/import vendors|'''3.Create/import vendors''']] </U> <br> '''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki.jpg|40px|link=Create/import vendors]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/l63yaXJddQQ]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https:// | + | |4. " valign="top" align="center" | <U> [[Create project|'''4.Create project''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/38SpFkjDD9s]] |
|5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki.jpg|40px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/mwVZxHvj6ck]] | |5. " valign="top" align="center" |<U> [[Assign jobs|'''5.Assign jobs''']] </U> <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:wiki.jpg|40px|link=Assign jobs]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/mwVZxHvj6ck]] | ||
|6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Op9ujwaGzqo]] | |6. " valign="top" align="center" | <U> [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Issue invoices]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/Op9ujwaGzqo]] | ||
Revision as of 11:18, 5 May 2020
For a brief system overview, please check this video: 40px
All the icons are clickable
| 1.Create Account 40px  40px
|
2.Create/import clients 40px 40px
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3.Create/import vendors (for Enterprise version) 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
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6.Issue invoices 40px 40px
|
| 7.Record payments 40px 40px
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8.Generate reports 40px 40px
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9.Quotes 40px 40px
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| 10.Filters and search 40px 40px
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11.Export data 40px 40px
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12.Alerts and notifications 40px 40px
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| 13.Managers and access 40px 40px
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14.Customization 40px 40px
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15.Licenses (for Enterprise version) 40px 40px
|
For the Vendor quick start guide, please click here.
Advanced options - this table is being editing
| 1. Taxes 40px 40px
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2. Project templates 40px 40px
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3. Tenders 40px 40px
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| 4.Create project 40px 40px
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5.Assign jobs (for Enterprise version) 40px 40px
|
6.Issue invoices 40px 40px
|
| 7.Record payments 40px 40px
|
8.Generate reports 40px 40px
|
9.Quotes 40px 40px
|
| 10.Filters and search 40px 40px
|
11.Export data 40px 40px
|
12.Alerts and notifications 40px 40px
|
| 13.Managers and access 40px 40px
|
14.Customization 40px 40px
|
15.Licenses (for Enterprise version) 40px 40px
|
