Difference between revisions of "Quick start guide to Protemos"

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  |13. " valign="top" align="center" | <U>  [[Users and access|'''13.Users and access''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Users and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/2xEcZOgJ6S4]]
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  |13. " valign="top" align="center" | <U>  [[Managers and access|'''13.Managers and access''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Managers and access]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/2xEcZOgJ6S4]]
 
  |14. " valign="top" align="center" | <U>  [[Customization|'''14.Customization''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Customization]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/k9cG_vswHp4]]  
 
  |14. " valign="top" align="center" | <U>  [[Customization|'''14.Customization''']] </U> <br> <br> [[File:wiki.jpg|40px|link=Customization]] [[image:Empty square.jpg|20px|link=]][[File:youtube.jpg|40px|link=https://youtu.be/k9cG_vswHp4]]  
 
  |15. " valign="top" align="center" | <U>  [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki.jpg|40px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  
 
  |15. " valign="top" align="center" | <U>  [[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:red">(for Enterprise version)<span>''' <br> [[File:wiki.jpg|40px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:youtube.jpg|40px|link=https://youtu.be/xgEQlDpf3Cw]]  

Latest revision as of 12:48, 11 July 2019

For a brief system overview, please check this video: Youtube.jpg

All the icons are clickable

1.Create Account

Wiki.jpg Empty square.jpg Youtube.jpg
2.Create/import clients

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

Wiki.jpg Empty square.jpg Youtube.jpg
5.Assign jobs
(for Enterprise version)
Wiki.jpg Empty square.jpg Youtube.jpg
6.Issue invoices

Wiki.jpg Empty square.jpgYoutube.jpg
7.Record payments

Wiki.jpg Empty square.jpgYoutube.jpg
8.Generate reports

Wiki.jpgEmpty square.jpgYoutube.jpg
9.Quotes

Wiki.jpg Empty square.jpgYoutube.jpg
10.Filters and search

Wiki.jpg Empty square.jpgYoutube.jpg
11.Export data

Wiki.jpg Empty square.jpgYoutube.jpg
12.Alerts and notifications

Wiki.jpg Empty square.jpg Youtube.jpg
13.Managers and access

Wiki.jpg Empty square.jpgYoutube.jpg
14.Customization

Wiki.jpg Empty square.jpgYoutube.jpg
15.Licenses
(for Enterprise version)
Wiki.jpg Empty square.jpg Youtube.jpg


For the Vendor quick start guide, please click here.