Difference between revisions of "Quick start guide to Protemos"

Revision as of 11:50, 28 May 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	14.Customization	15.Licenses (for Enterprise version)

Advanced options -is being edited

@@ Line 62: / Line 62: @@
   | " valign="top" align="center" width="300" | ''' Tenders''' <br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Create_job_tenders]]  [[image:Empty square.jpg|20px|link=]] [[File:YT client.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
   |- style="height:100px"
   | " valign="top" align="center" | ''' SmartCat integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/SmartCAT_integration]] [[image:Empty square.jpg|20px|link=]]  [[File:YT client.png|60px|link=https://youtu.be/D5UmeR3J22U]]
@@ Line 69: / Line 68: @@
   | " valign="top" align="center" | ''' TQ Auditor integration'''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/TQAuditor_integration]]   [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=]]
 |- style="height:100px"
@@ Line 78: / Line 76: @@
   | " valign="top" align="center" | '''Workflow '''<br> <br> [[File:WK cl.png|60px|link=https://wiki.protemos.com/wiki/Project_details,_Workflow_tab]]   [[image:Empty square.jpg|20px|link=]][[File:YT client.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
   |}