SohoOS - 5.3 Bedienungsanleitung Seite 1

!!!!!!!! 1 SohoOS User Manual, version 5.3 Get It Done USER MANUAL An in-depth guide to getting the most out of your business August 2012

!!!!!!!! 10 SohoOS User Manual, version 5.3 Business Info The Business Info page includes basic information about your business that will appear

!!!!!!!! 11 SohoOS User Manual, version 5.3 Change Your Email To change your email address, click the link beneath your current email address th

!!!!!!!! 12 SohoOS User Manual, version 5.3 myPage myPage is a public listing on the SohoOS Business Directory. Click myPage under the My Accoun

!!!!!!!! 13 SohoOS User Manual, version 5.3 Contact Info On the Contact Info tab, you can choose which contact information you want to display

!!!!!!!! 14 SohoOS User Manual, version 5.3 Me on the Web On the Me on the Web tab, you can add links to all your online profiles,

!!!!!!!! 15 SohoOS User Manual, version 5.3 Description Write about your business and the things you do on the Description tab. You can change t

!!!!!!!! 16 SohoOS User Manual, version 5.3 The Business Directory is an excellent resource for finding small businesses, contractors and freela

!!!!!!!! 17 SohoOS User Manual, version 5.3 Using Your SohoOS Account After you finish setting up your Business Profile and myPage, click the So

!!!!!!!! 18 SohoOS User Manual, version 5.3 Navigating My Business View Click to see a full overview of your account and all your activities.

!!!!!!!! 19 SohoOS User Manual, version 5.3 The toolbar on the right of your homepage screen allows you to navigate through your business tools.

!!!!!!!! 2 SohoOS User Manual, version 5.3 Table of Contents Creating an Account with SohoOS ...

!!!!!!!! 20 SohoOS User Manual, version 5.3 Navigating Selected Contact View If you would like to view individual contacts, you can type a conta

!!!!!!!! 21 SohoOS User Manual, version 5.3 Details This is essentially the profile of your contact, containing the contact information, recent

!!!!!!!! 22 SohoOS User Manual, version 5.3 Contact Management Your contacts can be found on the left menu of your homepage. You can either scro

!!!!!!!! 23 SohoOS User Manual, version 5.3 Clients Clients are the contacts who purchase products or services from you. If you create an estima

!!!!!!!! 24 SohoOS User Manual, version 5.3 Business Tools Estimates An estimate is a document offering basic information regarding an item you

!!!!!!!! 25 SohoOS User Manual, version 5.3 Click Send to email your contact a link to the estimate. Your contact will have the choice to print,

!!!!!!!! 26 SohoOS User Manual, version 5.3 If you generated your invoice from an estimate, all of the relevant data will be automatically trans

!!!!!!!! 27 SohoOS User Manual, version 5.3 To create a new item, click the icon on the top of the Items page, or the dropd

!!!!!!!! 28 SohoOS User Manual, version 5.3 Docs View and edit all of your uploaded documents from this tab. Click Docs on the menu on the right

29 SohoOS User Manual, version 5.3 Soho Shop Introducing the Soho Shop Enhance your SohoOS experience with these carefully selected premium features

!!!!!!!! 3 SohoOS User Manual, version 5.3 Vendors ...

30 SohoOS User Manual, version 5.3 After you click the button under the option you prefer, you will be directed to a secure page where you can fill i

31 SohoOS User Manual, version 5.3 The Client Machine Let the leads chase you, rather than you chasing the leads! Our Client Machine i

32 SohoOS User Manual, version 5.3 Once you have purchased this feature, you will receive an email notification that the Client Machine h

33 SohoOS User Manual, version 5.3 Click Backup Settings under Personalized Backups to access this feature. Once you do so, the following

34 SohoOS User Manual, version 5.3 myPage Themes Spice up your myPage by purchasing one of our myPage Themes! You can gain access to

35 SohoOS User Manual, version 5.3 To access the feature, click Business Documents on the Settings page. You can either type the name of the document

36 SohoOS User Manual, version 5.3 The Leads Widget is, in essence, a portable contact form. To start using it, simply click Leads Widg

37 SohoOS User Manual, version 5.3 Image 44 – Making a PDF to view invoice design Time Tracker Need to keep track of billable hours for mult

38 SohoOS User Manual, version 5.3 Note: Hours will be rounded according to the setting you choose. Rounding will not show up in Time Tracker entries

39 SohoOS User Manual, version 5.3 Currency Converter Tired of using conversion calculators? Hate having to re-check the euro-to-dollar co

!!!!!!!! 4 SohoOS User Manual, version 5.3 Creating an Account with SohoOS Your SohoOS experience begins with opening an account. To do so, plea

40 SohoOS User Manual, version 5.3 SohoOS Support Clicking the tab will redirect you to the SohoOS support portal (http://support.sohoos.

41 SohoOS User Manual, version 5.3 Walkthrough On the bottom right side of the screen when you log in, there is a fantastic feature ca

42 SohoOS User Manual, version 5.3 SohoOS Get It Done!

!!!!!!!! 5 SohoOS User Manual, version 5.3 Personalizing Your SohoOS Account Click My Account (located on the top bar) and choose Settings from

!!!!!!!! 6 SohoOS User Manual, version 5.3 Payment History Any time you purchase additional features from the Soho Shop, they will appear under

!!!!!!!! 7 SohoOS User Manual, version 5.3 Tax Calculations You can set the correct tax rates for your business under the Tax Calculations tab.

!!!!!!!! 8 SohoOS User Manual, version 5.3 Purchased Items This tab features a list of additional items that you can purchase to improve the way

!!!!!!!! 9 SohoOS User Manual, version 5.3 Sharing Use the Sharing tab to integrate SohoOS into your life—let your friends know abo