Quick start guide to Protemos

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For a brief system overview, please check this video: YT client.png

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)
WK cl.png Empty square.jpg YT client.png
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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For the Vendor Quick start guide click here..png For the Vendor Quick start guide click here. (1).png
For the Vendor Quick start guide click here. (2).png -is being edited
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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