Home > SI Documentation (v12) > Getting Started

Getting Started

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Now that you've installed SI, what's next? This page is intended to show new users to SI how to get started.

 

Note: Old videos, but still valid. Updated videos coming soon.

Launching the SI Client

 

Setting up SI

 

 

Click here for additional information.

Adding Products to the Catalog

 

 

Click here for additional information.

Creating Labor Items

 

 

Click here for additional information.

Creating a Project

 

 

Click here for additional information.

Adding Items to a Project

 

 

Click here for additional information.

Running a Proposal Report

 

 

Click here for additional information.

 

There are many more features and functionality in SI including Drawings in Visio and AutoCADPurchase Orders, Scheduling, and integration to QuickBooks. Check out our User Guide for full details on all features.

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