Difference between revisions of "Quick start guide to Protemos"

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  | " valign="top" align="center" width="300"  | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
 
  | " valign="top" align="center" width="300"  | <U>[[Taxes|''' Taxes''']] </U> <br> <br> [[File:1ag.png|60px|link=Taxes]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/IHAw-yH3jJM]]
 
   
 
   
| " valign="top" align="center" width="300" |  <U>[[Project templates|''' Project templates''']] </U> <br> <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
+
| " valign="top" align="center" width="300" |  <U>[[Project templates|''' Project templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project templates]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/TM4aKwhBeVU]]
  
  | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
+
  | " valign="top" align="center" width="300" | <U>[[Create job tenders|''' Tenders''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Create job tenders]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/jsAF3SAr9bQ]]
  
 
  |- style="height:100px"
 
  |- style="height:100px"
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  | " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
 
  | " valign="top" align="center" | <U>[[Import vendors from Excel|''' Import vendors''']] </U> <br> <br> [[File:1ag.png|60px|link=Import vendors from Excel]][[image:Empty square.jpg|20px|link=]]  [[File:2ag.png|60px|link=https://youtu.be/Vp_pEUGQG_4]]
 
  | " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]  
 
  | " valign="top" align="center" | <U>[[Import clients from Excel|''' Import clients''']] </U> <br> <br> [[File:1ag.png|60px|link=Import clients from Excel]][[image:Empty square.jpg|20px|link=]] [[File:2ag.png|60px|link=https://youtu.be/9oFngi3mXEc]]  
  | " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
+
  | " valign="top" align="center" | <U>[[Project details, Workflow tab|'''Workflow ''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br> [[File:1ag.png|60px|link=Project details, Workflow tab]][[image:Empty square.jpg|20px|link=]][[File:2ag.png|60px|link=https://youtu.be/L7D0pmtKJS0]]
  
 
|- style="height:100px"
 
|- style="height:100px"
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  | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]  
 
  | " valign="top" align="center" | <U>[[PDF_templates|'''PDF templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=PDF templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/hCA48afcmR4]]  
 
  | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]  
 
  | " valign="top" align="center" | <U>[[Messages|'''Messages''']] </U> <br> <br>[[File:1ag.png|60px|link=Messages]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://youtu.be/DhbznYfEXPI]]  
  | " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br><br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
+
  | " valign="top" align="center" | <U>[[To-dos|'''To-dos''']] </U><br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=To-dos]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
  
 
|- style="height:100px"
 
|- style="height:100px"
  
  | " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
+
  | " valign="top" align="center" | <U>[[Dashboard|'''Dashboard''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Dashboard]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
  | " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U><br> <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
+
  | " valign="top" align="center" | <U>[[Email templates|'''Email templates''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Email templates]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=https://www.youtube.com/watch?v=pxF0yP_zCJg&t=1s]]  
  | " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]]  
+
  | " valign="top" align="center" | <U>[[Vendor_rating|'''Vendor rating''']] </U> <br> '''<span style="color:#990000">(for Enterprise version)<span>''' <br>[[File:1ag.png|60px|link=Vendor_rating]] [[image:Empty square.jpg|10px|link=]] [[File:2ag.png|60px|link=]]  
  
  
 
  |}
 
  |}

Latest revision as of 11:27, 17 May 2023

For a brief system overview, please check this video: 2ag.png

All the icons are clickable

1.Create Account

1ag.png Empty square.jpg 2ag.png
2.Create/import clients

1ag.pngEmpty square.jpg 2ag.png
3.Create/import vendors
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
4.Create project

1ag.png Empty square.jpg 2ag.png
5.Assign jobs
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
6.Issue invoices

1ag.pngEmpty square.jpg2ag.png
7.Record payments

1ag.pngEmpty square.jpg2ag.png
8.Generate reports

1ag.pngEmpty square.jpg2ag.png
9.Quotes

1ag.pngEmpty square.jpg2ag.png
10.Filters and search

1ag.pngEmpty square.jpg2ag.png
11.Export data

1ag.png Empty square.jpg2ag.png
12.Alerts and notifications

1ag.pngEmpty square.jpg 2ag.png
13.Managers and access
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
14.Customization

1ag.pngEmpty square.jpg 2ag.png
15.Licenses
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png


For the Vendor Quick start guide click here..pngFor the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png
Taxes

1ag.pngEmpty square.jpg 2ag.png
Project templates
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
Tenders
(for Enterprise version)
1ag.pngEmpty square.jpg 2ag.png
Smartcat integration

1ag.pngEmpty square.jpg link
memoQ integration

1ag.png
TQ Auditor integration

1ag.pngEmpty square.jpg2ag.png
Import vendors

1ag.pngEmpty square.jpg 2ag.png
Import clients

1ag.pngEmpty square.jpg 2ag.png
Workflow
(for Enterprise version)
1ag.pngEmpty square.jpg2ag.png
PDF templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Messages

1ag.png Empty square.jpg 2ag.png
To-dos
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Dashboard
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Email templates
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png
Vendor rating
(for Enterprise version)
1ag.png Empty square.jpg 2ag.png