Entering Data

First Steps

You can start entering data in any order, however there are some dependencies between the different parts of Briefcase so it is recommended that you initially enter data in the following order:

  1.  Define Rates you will use to charge clients
  2.  Enter Companies and Contacts you work with
  3.  Create Job Bags
  4.  Create Estimates and Purchases
  5. Plan or Schedule Your Job Tasks and Milestone
  6.  Enter Time and Materials
  7.  Create Invoices
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