Tutorial: Using Studiometry |
This section of the Tutorial will take you through the process of using Studiometry from initial
![]() ![]() Once contact with a Potential Client has been established, you would select File Menu > New Client (or create/import the client using other methods). Studiometry will then create a new Client, fill in the "Client Since" and "Client ID" fields, and then select the Company Name field for you to enter. Let's call this Client "Ma & Pa's Automotive Dealer", and set the status to Confirmed. We can then add both "Ma" and "Pa" as contacts attached to this Client. When you navigate to the Contacts panel in the Client information section you will notice Studiometry created a "New Contact" attached to this Client. Each Client must have a minimum of one Now that we have our Client set up, we should create the Project. Since the Project is being done for Ma & Pa's Automotive Dealer, we should make sure they are selected and then press the Plus button underneath the Project list and select "New Project." A window will come up allowing you to name the Project and verify the attachment to the selected Client. Both of these settings can be changed freely later. Once you have the Project created, you can set the Default Timer type (based off your Debt/Credit categories set in the Preferences window), Default Timer Rounding, Status, Category, and any other settings. If you want to create a Quote or Estimate before beginning work on a Project, you would use the |
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