Quick start guide to Protemos

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Revision as of 17:58, 22 March 2019 by Anatoly.k (talk | contribs)

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For a brief overview of the system, 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)
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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

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12.Alerts and notifications

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

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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.