Difference between revisions of "Quick start guide to Protemos"
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| − | |1. " valign="top" align="center" width="300" | + | |1. " valign="top" align="center" width="300"|<U>[[Create Account|'''1.Create Account''']]</U> <br> <br>[[File:1ag.png|60px|link=Create Account]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|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:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]] | + | |2. " valign="top" align="center" width="300"|<U>[[Create/import clients|'''2.Create/import clients''']]</U> <br> <br> [[File:1ag.png|60px|link=Create/import clients]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/e23OdYfLewc]] |
| − | |3. " valign="top" align="center" width="300" |<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/mWKeF5l86NQ]] | + | |3. " valign="top" align="center" width="300"|<U>[[Create/import vendors|'''3.Create/import vendors''']]</U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Create/import vendors]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/mWKeF5l86NQ]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |4. " valign="top" align="center" |<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]] | + | |4. " valign="top" align="center"|<U>[[Create project|'''4.Create project''']]</U> <br> <br> [[File:1ag.png|60px|link=Create project]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/38SpFkjDD9s]] |
| − | |5. " valign="top" align="center" |<U>[[Assign jobs|'''5.Assign jobs''']]</U> <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wWAgR_A8-Yc]] | + | |5. " valign="top" align="center"|<U>[[Assign jobs|'''5.Assign jobs''']]</U> <br>'''<span style="color:#990000">(for Enterprise version)</span>''' <br> [[File:1ag.png|60px|link=Assign jobs]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wWAgR_A8-Yc]] |
|6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]] | |6. " valign="top" align="center" |<U>[[Issue invoices|'''6.Issue invoices''']] </U> <br> <br>[[File:1ag.png|60px|link=Issue invoices]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/z1brFAnfhDI]] | ||
|- style="height:100px" | |- style="height:100px" | ||
| − | |7. " valign="top" align="center" |<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]] | + | |7. " valign="top" align="center"|<U>[[Recording payments|'''7.Record payments''']] </U> <br> <br>[[File:1ag.png|60px|link=Recording payments]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/QDAQdYh1wPI]] |
| − | |8. " valign="top" align="center" |<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]] | + | |8. " valign="top" align="center"|<U>[[Generate reports|'''8.Generate reports''']] </U> <br> <br>[[File:1ag.png|60px|link=Generate reports]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/ZMyuJySmyys]] |
| − | |9. " valign="top" align="center" |<U>[[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreating quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]] | + | |9. " valign="top" align="center"|<U>[[Сreate quotes|'''9.Quotes''']] </U> <br> <br> [[File:1ag.png|60px|link=Сreating quotes]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/WRZJHb9njeI]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |10. " valign="top" align="center" |<U>[[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]] | + | |10. " valign="top" align="center"|<U>[[Filters and search|'''10.Filters and search''']] </U> <br> <br> [[File:1ag.png|60px|link=Filters and search]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/-7G5FaHQ31Y]] |
| − | |11. " valign="top" align="center" |<U>[[Export data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]] | + | |11. " valign="top" align="center"|<U>[[Export data|'''11.Export data''']] </U> <br> <br> [[File:1ag.png|60px|link=Export data]] [[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/X5e4Raf8IqY]] |
| − | |12. " valign="top" align="center" |<U>[[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]] | + | |12. " valign="top" align="center"|<U>[[Alerts and notifications|'''12.Alerts and notifications''']] </U> <br> <br> [[File:1ag.png|60px|link=Alerts and notifications]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/EFSjwviYtz8]] |
|- style="height:100px" | |- style="height:100px" | ||
| − | |13. " valign="top" align="center" |<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/8bfp3W83-mk]] | + | |13. " valign="top" align="center"|<U>[[Managers and access|'''13.Managers and access''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Managers and access]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/8bfp3W83-mk]] |
| − | |14. " valign="top" align="center" |<U>[[Customization|'''14.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]] | + | |14. " valign="top" align="center"|<U>[[Customization|'''14.Customization''']] </U> <br> <br> [[File:1ag.png|60px|link=Customization]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/wbcGrCuF3lE]] |
| − | |15. " valign="top" align="center" |<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hONidYnoW7M]] | + | |15. " valign="top" align="center"|<U>[[Licenses|'''15.Licenses''']] </U> <br>'''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Licenses]] [[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hONidYnoW7M]] |
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Revision as of 11:20, 18 November 2020
For a brief system overview, please check this video: 
All the icons are clickable
1.Create Account   
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2.Create/import clients
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3.Create/import vendors (for Enterprise version)
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| 4.Create project
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5.Assign jobs (for Enterprise version)
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6.Issue invoices
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| 7.Record payments
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8.Generate reports
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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.Managers and access (for Enterprise version)
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14.Customization
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15.Licenses (for Enterprise version)
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.png){kind=small}
| Taxes
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Project templates
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Tenders
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| Smartcat integration
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memoQ integration
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TQ Auditor integration
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| Import vendors
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Import clients
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Workflow
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Common notes 
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Messages
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