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Wizards

Migration notice: This page was converted from the legacy TO3000 3D CHM. Classification: KEEP. Legacy wording is evidence only — verify against current TO3000 7.1 / qa before treating as authoritative.

Wizards are special modules that allow users to quickly create new records in the database.

Wizards can be accessed via the drop-down menu in the upper-left corner of the main window.

wizards

Please follow the links below to see information on individual wizards

 bm2

See also:

Client Wizard

Contact Wizard

Service Wizard

Quote Wizard

Job Wizard

Invoice Wizard