Difference between revisions of "Quick start guide to Protemos"

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  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create project]]  [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=n1SzEqfOXKo]]
 
  |4. " valign="top" align="center" | <U>  [[Create project|'''4.Create project''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Create project]]  [[File:Youtube reference.jpg|40px|link=https://www.youtube.com/watch?v=n1SzEqfOXKo]]
 
  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:Wiki reference.png|40px|link=Assign jobs]]  [[File:Youtube reference.jpg|40px|link=]]  
 
  |5. " valign="top" align="center" |<U>  [[Assign jobs|'''5.Assign jobs''']] </U>  <br>'''<span style="color:red">(for Enterprise version)</span>''' <br> [[File:Wiki reference.png|40px|link=Assign jobs]]  [[File:Youtube reference.jpg|40px|link=]]  
  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]]  [[File:Youtube reference.jpg|40px|link=]]
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  |6. " valign="top" align="center" | <U>  [[Issue invoices|'''6.Issue invoices''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Issue invoices]]  [[File:Youtube reference.jpg|40px|link=https://youtu.be/fGZnG2tu6P4]]
 
   
 
   
 
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  |- style="height:100px"
  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=]]  
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  |7. " valign="top" align="center" | <U>  [[Recording payments|'''7.Record payments''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Recording payments]] [[File:Youtube reference.jpg|40px|link=https://youtu.be/5SyC2M_WgrY]]  
 
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Generate reports]] [[File:Youtube reference.jpg|40px|link=]]  
 
  |8. " valign="top" align="center" | <U>  [[Generate reports|'''8.Generate reports''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Generate reports]] [[File:Youtube reference.jpg|40px|link=]]  
 
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=]]  
 
  |9. " valign="top" align="center" | <U>  [[Сreating quotes|'''9.Quotes''']] </U> <br> <br> [[File:Wiki reference.png|40px|link=Сreating quotes]] [[File:Youtube reference.jpg|40px|link=]]  

Revision as of 13:06, 19 February 2018


1.Create Account

Wiki reference.png Youtube reference.jpg
2.Create/import clients

Wiki reference.png Youtube reference.jpg
3.Create/import vendors
(for Enterprise version)
Wiki reference.png Youtube reference.jpg
4.Create project

Wiki reference.png Youtube reference.jpg
5.Assign jobs
(for Enterprise version)
Wiki reference.png Youtube reference.jpg
6.Issue invoices

Wiki reference.png Youtube reference.jpg
7.Record payments

Wiki reference.png Youtube reference.jpg
8.Generate reports

Wiki reference.png Youtube reference.jpg
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.Users and access

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14.Customization

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15.Licenses

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For the Vendor quick start guide, please click here.