: How do I start a new project? Answer: Click on the customer tab or use the search tab and choose a customer...
If the customer is not there create a new customer file, button ...
: How do I edit project details? Answer: Click on the project number in the active projects list... It will show a form to update the project details! ...
: How do I add a material or item? Answer: Click on the tools tab from the main screen. The tools menu to the left will show "Materials/Items" Click that to see the list of ...
: How do I clock in? Answer: On the main screen the time clock button is the clock with arrows icon in the top menu bar. Click the button to bring up ...
: How do I find somthing? Answer: The quickest way to find an invoice, quote, project, customer, material, item or product...
Is to use the Search button in the top left corner of ...
: See the status of pending approvals? Answer: In the top menu bar there will be a red icon with a number of how many customer files/proofs have been approved or declined. ...
: How do I email an invoice to a customer? Answer: When on the invoice screen. In the bottom left corner is a white gear or wheel... click on that to get more options and reveal ...
: How does item matrix work? Answer: After you create an item/material/product, you can then set it as a matrix product. Matrix items can be added under the matrix page of that ...