Difference between revisions of "Quick start guide to Protemos"

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|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=https://youtu.be/zvtCOvSUeN8]]
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  |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:https://www.youtube.com/watch?v=l63yaXJddQQ&feature=youtu.be]]
 
   
 
   
 
  |- style="height:100px"
 
  |- style="height:100px"

Revision as of 11:52, 4 May 2020

For a brief system overview, please check this video: 40px

All the icons are clickable

1.Create Account

40px Empty square.jpg 40px
2.Create/import clients

40px Empty square.jpg 40px
3.Create/import vendors
(for Enterprise version)
40px Empty square.jpg 40px
4.Create project

40px Empty square.jpg 40px
5.Assign jobs
(for Enterprise version)
40px Empty square.jpg 40px
6.Issue invoices

40px Empty square.jpg40px
7.Record payments

40px Empty square.jpg40px
8.Generate reports

40pxEmpty square.jpg40px
9.Quotes

40px Empty square.jpg40px
10.Filters and search

40px Empty square.jpg40px
11.Export data

40px Empty square.jpg40px
12.Alerts and notifications

40px Empty square.jpg 40px
13.Managers and access

40px Empty square.jpg40px
14.Customization

40px Empty square.jpg40px
15.Licenses
(for Enterprise version)
40px Empty square.jpg 40px


For the Vendor quick start guide, please click here.