SohoOS - 5.3 User's Manual
Contents
1. OS Get It Done USER MANUAL An in depth guide to getting the most out of your business August 2012 SohoOS User Manual version 5 3 Table of Contents Creating an Account with SohoOS sss s sese cesse eee eee eee eee 4 Personalizing Your Soho0OS ACCOU Dt ooocccocnconoconoconcccnnnnonanennconancnnronnnrennrrnnrrnnrrnnnrnnnrrnrrnnnrnnnrnnnnna 5 SIG Mal SOHO S aio E iia ind 5 CADIE TUN e L stent sonriente ti tetona 5 PAMEN lt ire TT D Curren ies and Exchange TT 6 TACUO ee e A i T Terms and ConditiONS sessies nee eee ee ene ee ee eee ee ee eee eee eee eee eee RETR 7 Purchased HENS ina NAAA 8 Bs A po A 8 SONA A IS A E O e O E CORO 9 O TT 9 MERTEN ETI TTT 9 NS NS SU nor ti do ib 10 Ghande TOQUEN ostras 11 MIRADO E E E E asia dan E E odia 12 nine A A A E E E A 12 A 13 o ces haces eget age HHE HE 14 Relie e A 15 o In nee ne es E eee ee ae een ae ee een A E eer ee eee eee eee ee ee 15 DONO S Business Directory ninia a ade 15 Using Your SohoOS Account sss ss sese see cesse eee 17 Navigating My Business VieW esse sse sese esec ees sese eee eenn enen eee eee ee 18 Navigating Selected Contact View ss ciar aaa coa 20 sn aad I EE A EE E EE EE A ET 21 Ye 21 Contact Management seconds piola pidio data 22 A 23 EE Ce A ts ep cre I E A A E EAN P E A oe AINE AN E A OE E E AE EA E 23 Personal OI AG eesosa E NE E e 23 2 SohoOS User Manual version 5 3 005 nn nn olaauae ee Goabanechsecsensceuee 23 BUSINESS TOONS soni2. Changing Terms 8 Conditions T SohoOS User Manual version 5 3 005 Purchased Items This tab features a list of additional items that you can purchase to improve the way you do business Click each item to learn more about it and find a direct link to the Soho Shop Once you have purchased a feature you can access it here Current items available for purchase include Super Sized Storage Leads Widget Invoice Templates d rege SEM Personalized Backups Business Document Library White Labeling The Client Machine Premium Support Time Tracker More items are added to the Soho Shop all the time so check back frequently To learn more about these tools and how to use them please see page 29 Docs Storage Click the Docs Storage icon to see how much space you have available how many MB you have used and how many folders you have used You can purchase additional document storage space in the Soho Shop See page 31 for more details soho B H Settings Cose General Docs Storage Change Password You now have 20MB of storage space in the Docs module and can upload unlimited files and organize them in as many as 5 folders Payment History Go to Docs Currencies Tax Calculations 3 7 5 Terms and Conditions w Storage MB in use Purchased Items Docs Storage mms 4 paak Folders aana Foldersinuse 0 White Label Premium Support Business Documents Leads Widget Sharing invite a Friend import My
3. 21 SohoOS User Manual version 5 3 005 Contact Management Your contacts can be found on the left menu of your homepage You can either scroll through your entire list of contacts or choose to view by type Client Lead Personal Contact or Vendor via the View by dropdown menu which is located below the Search Contacts box You can also start typing a contact s name in the Search Contacts box to bring it up immediately Once you have located the desired contact click the name to see the contact s details My Business gt View by Clients X All Contacts Clients Leads Personal Contacts Vendors Image 24 View by menu and search You can also create a new contact by clicking the icon on the top bar You will be asked to choose between a Client Lead Personal Contact or Vendor Each has unique functionality as outlined in the section below Choose the applicable option and you will be taken to the contact creation screen Fill out the details and click Save to add the new contact to your list New Client O Name Ben Email ben example com Phone 1000555777 Mobile 1888777333 Fax 1666222444 Website www ben com Company Ben s Products Address 50 W Beautiful St Great Town 00000 NY USA Comments Client from bookstore Image 25 Adding a new contact 22 SohoOS User Manual version 5 3 Clients Clients are the contacts who purchase products or services from you
4. My Home x To create an invoice E To create an item 20 cds Cerri click here click here ss DSL DUY To add a new contact To upload a new file 0 click here click here oe eL Notes amp Recent Activities naba L nple Cl Post notes and reminders Es all Bu E Your public page was updated Click here to view 54 seconds ago Image 18 Initial My Business View By default your homepage is the My Business View mode As soon as you click the My Business bar located on the left you will be taken to your homepage where you can see all the recent activities in your account When viewing your account in My Business View mode your contact list is found on the left side of your screen From there you can search or select contacts and doing so will allow you to shift between Selected Contact View and My Business View Selected Contact View is another way of referring to the pages that you see when selecting a specific contact My Business View is ideal for users with a high volume of customers Online businesses with many products won t need to store detailed information about each one of their many customers However more service oriented businesses e g consultants may want to keep comprehensive records of the personal details and transaction histories of their few intimate clients These businesses may prefer Selected Contact View Shifting between these two viewing modes makes it simple for any type of business to g
5. Animation Apparel amp Fashion Architecture amp Planning Arts and Crafts Automotive Aviation amp Aerospace Banking Biotechnology A i i AY SR Broadcast Media Y Business Supplies and Equipment X j 863 42 8 C4 Capital Markets worldwide professionals d Chemicals L Civic Social Organization tising eas Hi at c are now within reach AA 4 Civil Engineering w 4 L Cleaning bae R wa Commercial Real Estate Bda with a little help from SohoOS comen Vedi Care ol Computer Network Security E sw Computer Games g Computer Hardware E Ci Computer Networking P Small Business amp Freelancers Profiles at Sol Computer Software Construction Consultin Image 17 SohoOS Business Directory 16 SohoOS User Manual version 5 3 Using Your SohoOS Account After you finish setting up your Business Profile and myPage click the SohoOS logo on the left side of the top bar go to the My Business page This acts as the hub of your account and allows you to access the vast majority of your business tools The very first time you see this page you can view video tutorials by clicking on the button which will bring up a window with numerous tutorials that explain the different features of the SohoOS platform When you are finished watching the tutorials click the icon on the top right to close the window E sohces My Business gt Now here are 4 fun things you can do A
6. if you have any E facebook com SOHOos O twitter com Soho0S ES AY your page or See more profiles Links To Websites Please enter links to websites showcasing any of your business projects catalogues brochures portfolios etc Add a website link Waffle Shoes on Wikipedia Wen wikipedia com waffieshoe La Add more links to your portfolio Image 15 myPage Me on the Web 14 SohoOS User Manual version 5 3 005 Description Write about your business and the things you do on the Description tab You can change the title of your page explain what you do in a nutshell choose the industry you work in and write a description of your business practices When you are done click Save My Account gt myPage gt Description Qose Q Page is published Preview myPage Settings Contact Info Me on the Web Description Portfolio Write about your business and the things you do A well phrased description will make people contact you more Page Title SohoOS In a nutshell Get it done 12 200 characters What industry do you work in internet Tell us a little about your business What should write about SonoOS is free simple and safe ecosystem created to provide your small business with all its managing communications and networking needs http waw sohoos com 165 2000 characters Save Image 16 myPage Description Portfolio This section is coming soon Stay t
7. Contacts Image 8 Docs Storage SohoOS User Manual version 5 3 005 Sharing Use the Sharing tab to integrate SohoOS into your life let your friends know about the platform and automatically bring all your contacts from your email to your SohoOS account Invite a Friend Do you know someone who might be interested in SohoOS Send an invitation from the Invite a Friend tab Enter your friend s email address separate multiple email addresses with commas and click Invite New My Account Settings Close General Invite a Friend Change Password If you would like your colleagues to enjoy our awesome services and rates why don t i you invite them to join SohoOS as well Payment History l To Currencies use commas to separate email addresses Tax Calculations Terms and Conditions Invite Purchased Items Shop Image 9 Inviting a friend Importing Your Contacts To import contacts from your email account enter your email address and password Then select which contacts from your email list you want to add to your SohoOS contact list You can choose how to categorize each contact Contact Lead Client or Vendor from the dropdown menu to the right of each contact s name For more information about contact categories see page 22 sohdes New lt My Account E Settings Close General Import My Contacts Change Password Importing your busines
8. Hours Edit x Aug 10 2012 TimeTrack Invoice It Image 47 Attaching time entries to an invoice 38 SohoOS User Manual version 5 3 Currency Converter are automatically converted without your worrying about it It s easy to use and simple to understand Tired of using conversion calculators Hate having to re check the euro to dollar conversion rate every time you do a transaction Your vendor is from Ecuador but your clients are from Sweden Not sure if Poland still uses the zloty We have a simple and comprehensive solution for you the Currency Converter Simply select any currency for any invoice estimate or P O and your items prices The Auto Converter updates automatically every hour using Yahoo Finance No matter where in the world you do business you ll always be effortlessly up to date on conversion rates This feature is coming soon 39 SohoOS User Manual version 5 3 SohoOS Support Clicking the 2 tab will redirect you to the SohoOS_ support portal http support sohoos com You can browse through our knowledge base of the most frequently asked questions watch our video tutorials and more SohoOS is here for you 24 7 Live Support Click the Click to Chat button to have a live chat conversation with one of our customer support representatives We will guide you through and answer your Live Support AS questions in real time Video Tutorials Want to leam more
9. If you create an estimate or invoice for someone who isn t on your client list you will have the option of automatically generating a new client from within your newly created document You can create a new client from the dropdown menu You can also create a new client while you re creating a new estimate or invoice Just click in the box under Contact and select Add New Contact from the dropdown menu In the pop up window click Show more details to fully fill in all information about the new client Click Save and you ll be returned to the estimate or invoice you were working on Leads Leads are potential clients you might work with in the future Leads can be added to your contacts list automatically through the Contacts form on your myPage Once you have done business with a lead you can edit the contact to convert the status from lead to client You can also remove leads using the Delete option on the top right You can create a new lead from the dropdown menu Want to automatically generate leads Turn to page Error Bookmark not defined to learn about the Client Machine Personal Contacts Personal contacts are people whom you know but do not necessarily do business with You can create a new personal contact from the dropdown menu Vendors Vendors are the contacts whom you purchase items from If you create a purchase order for someone who isn t on your vendors list you will have the option of automatically genera
10. all your uploaded documents from this tab All of your documents will be organized on a list that can be sorted by document title or date modified For more information on this feature go to Docs under the Business Tools section on page 28 19 SohoOS User Manual version 5 3 005 Navigating Selected Contact View If you would like to view individual contacts you can type a contact name into the search box below the My Business icon From the Selected Contact View you can interact directly with different contacts rather than using a broad overview of your account This is a more detailed and specific approach to handling your business You can swiftly switch between My Business View and back to a contact depending on your current needs After you click a contact s name you will be taken to the contact details page The menu on the right shows a selection of options directly related to this contact The number attached to each icon indicates the number of related items that have been created for this contact in the applicable category L sohndes New John Doe client View by Clients x Email jdoe gmail com Phone 212 555 8476 Sample Client Recent activities with this contact amp Created new invoice number 000000002 for 127 00 9 seconds ago 9 Created a client John Doe es 1 minute ago Image 21 Selected Contact View My Account Es Edit Delete Invoices Click an icon on the menu on
11. check or uncheck the box under Active Click Save and you are ready to go X sohdeys New My Account 2 Settings Close General Tax Calculation Change Password Tax Name Percent Active Payment History Currencies VAT 4 500 El Tax Calculations Sales 10 000 G Terms and Conditions Service 12 500 E Purchased Items Shop Docs Storage Other1 0 000 E Backup Other2 4 500 El White Label Premium Support Other3 4 500 al Image 6 Changing Tax Calculation Terms and Conditions Terms and conditions will be attached as the footer on all the documents you send Under the Terms and Conditions tab you will see the default message we have entered on your behalf Make sure you change it to fit your business needs by clicking the Edit button Please note This section is limited to 2 000 characters K sohctes New lt My Account Settings Close EY General Terms 8 Conditions Change Password Type the text below and click Save button Payment History Unless otherwise agreed in writing by the supplier all invoices are payable within thirty E 30 days of the date of invoice in the currency of the invoice drawn on a bank based in Currencies m India or by such other method as is agreed in advance by the Supplier Tax Calculations All prices are not inclusive of VAT which shall be payable in addition by the Customer at Terms and Conditions 4 Purchased Items Shop Image 7
12. estimate number 00000499 for 894 08 10 hours ago Created new estimate number 00000498 for 894 08 10 hours ago G Image 20 Notes amp Recent Activities 18 SohoOS User Manual version 5 3 005 The toolbar on the right of your homepage screen allows you to navigate through your business tools Click an icon to see all related items The number attached to each icon indicates the number of related items that have been created in the applicable category G Estimates ge Invoices Items Estimates An estimate is a nonbinding document offering basic information regarding a product or service you wish to supply also called a sales quote For more information on this feature go to Estimates under the Business Tools section on page 24 Invoices An invoice is a commercial document issued by the seller to the buyer indicating required payment For more information on this feature go to Invoices under the Business Tools section on page 25 Items Items are your products and services For more information on this feature go to Items under the Business Tools section on page 26 P O Purchase Orders When you order supplies from a vendor you must first issue a purchase order Purchase orders are similar to invoices except you are buying instead of selling For more information on this feature go to Purchase Orders under the Business Tools section on page 27 Docs View and edit
13. existing folder by click the Mil icon You can also upload a document from any page by using the dropdown menu and clicking Docs All Documents New Folder ta LX My Folders Click a folder to view its content lc E Menus 0 Edit Delete e Last modified Mar 21 2012 Estimates e E3 Staff Training 1 Edit Delete e Invoices ast modified Mar 5 2012 Image 32 Folders Click Browse to choose a file Then give your new document a title choose which folder you want to store it in and click Save By clicking on the title of the document you uploaded you will have the option to Edit Delete or Download the document All these commands are located on the top bar Upload New Document amp A My Home Upload Document Sa Estimates Document Title Morning Menu ge Invoices To Folder O Menus amp items Comments Morning Menu PO E Image 33 Uploading a document You get 20 MB of storage space for free when you sign up for SohoOS If you want more space you can purchase 2 000 MB of storage plenty of room to store all of their business documents See page 31 for more details 28 SohoOS User Manual version 5 3 Soho Shop Introducing the Soho Shop Enhance your SohoOS experience with these carefully selected premium features that are not available with the basic SohoOS system Each item is custom designed to optimize how your business operates and to give you an extra edge Click the Upg
14. the right to show the full list of activities in the category that are related to the selected client 20 SohoOS User Manual version 5 3 Details This is essentially the profile of your contact containing the contact information recent activities feed and other relevant information All changes made to each contact will show up chronologically under Recent Activities along with any item invoice etc related to the contact that you create or update Edit Delete Adam client Email adam example com Phone 1555000555 Website www adam com Recent activities with this contact Edited client details Adam 1 Just now Created new estimate number 00000134 for 2 458 72 17 hours ago Created new estimate number 00000124 for 27 94 18 hours ago Image 22 Details page Click the Edit button on the top of the page to change the details of your contact or click Delete to remove the contact Notes While viewing a contact you can click Notes to access a page where you can write records reminders or history related to this contact These notes will only be viewable from the specific contact s Notes page and will not be visible to the contact E sohaes New My Account Notes John Dos Record notes reminders and history S lo D View by Clients L O Estimates r gt E E 9 Sample Client Invoices Call John tomorrow Jul 15 2012 08 20 Image 23 Notes page
15. this feature Once you do so the following message will appear Howdy Neighbor You will receive a weekly email containing CSV files of all your data to rom amit sohoos com Use these files to further analyze your business to pass on to your bookkeeper accountant or as a backup in case you accidentally delete some information you need Uncheck the box below to stop receiving backup emails Yes want to get my weekly backup files Image 39 Backup If you do not wish to receive the weekly backup uncheck the box and click Save Premium Support Just click Contact Now fill in your telephone number and an experienced SohoOS support representative will call you maximum one hour but typically within minutes Hey we re right here to help you Fill in your number and we will call you shortly max one hour but we try to make it within a few minutes Please remember to include country code and area code Call Me Cancel Image 40 Requesting a phone call Enter your number click Call Me and we will call you within one hour Please don t forget to insert all international prefixes for example 1 212 555 5555 33 SohoOS User Manual version 5 3 005 myPage Themes Spice up your myPage by purchasing one of our myPage Themes You can gain access to this feature by buying a bundle or by buying the myPage Themes tool separately In order to purchase this feature click Upgrade to enter o
16. View will show all your purchase orders whereas clicking in Selected Contact View will only show purchase orders for that vendor Click the icon from the P O screen or click the dropdown menu and then click P O Be sure to enter all relevant data The Price field indicates the price you charge clients for the item The Cost Price field indicates the amount you pay to the vendor Send PDF j Edit Duplicate Delete A My Home Purchase Order Number 00000011 gt Sent View by All Contacts v Amanda Crosby SohoOS Due Date Aug 20 2012 Estimates 100 1st St San Francisco CA 94105 USA sigh ss bate ld Sos Email laure a com ge Invoices Chip Dipson Pave Santos To A 1 Party Supply Items Debbie Mulholland ES Product or Service Qty Hours Price Rate Total P O A ee Ice Cube Trays 10 00 2 00 20 00 0 Food n Things Net Total 20 00 Docs Sales 10 00 2 00 John Smith e le Grand Total 22 00 Time Tracker Sarah Johnston Image 31 New purchase order Once the purchase order is created you can download it in PDF format by clicking PDF or email it directly from within the system by clicking Send 27 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 side of the page while in My Business View to see all of your documents organized in folders To create a new folder click New Folder To add a new document to an
17. Watch our Are you a visual learner For more information be sure to watch our helpful video O tutorials by clicking the GO icon Webinars Are you new to SohoOS Join our monthly webinar sessions Watch for an invitation in your email we ll let you know when the next one is coming up You can watch videos of Webinar past webinars by clicking the links on the left side of the support page 40 SohoOS User Manual version 5 3 005 Walkthrough On the bottom right side of the screen when you log in there is a fantastic feature called Walkthrough It provides you with a step by step guide to using the website Walkthrough i including information on how to Upload logo and information Create a new invoice Publish a business mini site Set default currency Set tax calculations Request payment w PayPal Create a new client A PO AA AN E Create a new PO 9 Create a new estimate 10 Upgrade to PRO 11 Manage client history 12 Convert leads 13 Import contacts Please email your questions requests or suggestions to support sohoos com and we will reply as soon as possible 41 SohoOS User Manual version 5 3 SohoOS Get It Done 42 SohoOS User Manual version 5 3
18. a dilo ii es 24 RA A A E HI e PS TO POSO PO E E A ET 24 OG CS asiatico idiota 25 Lp A oo E OO RO A O II A E T TT 26 PO PU CASS OFderS usina side lados 27 DOCS arate athe et O nn A A A H T 28 SONO NO 29 ld A E EI aa 29 SONO SHOP Features rd O 30 TAEA deil 31 He ori A A 32 sc Aa 32 A e PE II E 33 o e E E A 34 BUSINESS Document LIDTary cales 34 A E E E RRES 35 Leads Widget Get More Customers for Your BUSINESS eee e e e ee 35 VOICE TOMPI SiR a D AEE 36 LIME R ce e E E E E E E E E EE 37 Cunene CONVENT serrera eseas A A E E pastas 39 y is E e Zo 40 LIME SUDON ai 40 Uis cro ml Ute aS isinna iento eno 40 o ARA PE ESE Ia 40 aa dE Le po JU Le POP PPC eo o Po O PE E A E E O Un T E 41 3 SohoOS User Manual version 5 3 Creating an Account with SohoOS Your SohoOS experience begins with opening an account To do so please go to the SohoOS homepage at http www sohoos com To sign up you can manually enter your business name email address and a preferred password or use your Facebook account If you choose to create an account using Facebook SohoOS will use your Facebook email and password for your login credentials and will auto generate a business name for you To learn how to change your business name please see page 10 Please note that the email address you provide will also be used for password recovery so make sure it is a valid address that you check often sohces About Us What is So
19. e intuitive interface you can link each time entry to the relevant client choose the service you completed and record the hours and minutes you spent on the project It is easy to sort your timesheets so you can find just the ones you need when you are ready to initiate the billing phase Time Tracker will save you time and hassle allowing you to accurately track your projects from within the SohoOS platform Once you purchase Time Tracker or a bundle that includes Time Tracker go to My Account and select Settings Under the Time Tracker tab you ll see a dropdown menu that allows you to calculate your time in increments of 5 6 10 15 20 or 30 minutes or 1 hour Choose your preferred increment and click Save Settings Cose O General Time Tracker Time Tracker makes it easy to keep track of billable hours Create timesheets for all of your Payment History projects and automatically convert them to invoices Currencies Billing Increment Y None Tax Calculations 5 Minutes 6 Minutes k 10 Minutes sancel Purchased Items Shop 20 Minutes T 30 Minutes 1 hour The Client Machine Sharing Invite a Friend Import My Contacts Image 45 Setting time increment preferences 37 SohoOS User Manual version 5 3 005 Note Hours will be rounded according to the setting you choose Rounding will not show up in Time Tracker entries hours billing calculations are only rounded when you attach time entries to a
20. e you created before you purchase the White Labeling even one that you had previously sent that invoice will now be sent without the SohoOS logo This feature will be automatically activated upon purchase Leads Widget Get More Customers for Your Business Drive new leads directly into your SohoOS account from anywhere on the Web Open the Leads Widget choose a theme copy the code and embed it into your website blog fan page etc An email notification is automatically sent to you and the new lead will show up in your SohoOS contact list 35 SohoOS User Manual version 5 3 005 The Leads Widget is in essence a portable contact form To start using it simply click Leads Widget to open an easy to use wizard that generates the required code Leads Widget Cose x Never Miss a potential client Click to choose your theme Preview your contact form Get Code First Name Last Name Image 43 Grabbing the Leads Widget from SohoOS Choose a theme for your contact form by clicking the desired background color A piece of code will appear in the text box on the right Simply copy the code highlight it with your mouse and click Copy go to your website or blog editor choose the desired location and click Paste Save it and you re done Contact details entered into the widget will be automatically added to the Leads section of your Contacts feature Invoice Templates Get so
21. ersion 5 3 005 myPage myPage is a public listing on the SohoOS Business Directory Click myPage under the My Account menu to add content and links to websites pertaining to your business that you want to display on your myPage Under myPage you will see five tabs Settings Contact Info Me on the Web Description and Portfolio Settings On the Settings tab you can decide whether or not you want to publish your myPage on the SohoOS Business Directory By publishing your myPage you are making it public and it will be visible to anyone inside or outside of SohoOS By default your myPage is already published To unpublish it uncheck the box next to Publish myPage If you would like to set a custom URL for your myPage you can edit it once your page is published Note you can only change the URL once so make it count When you are done click Save My Account gt myPage gt Settings Cose E Page is published Proview myPage Settings Contact Info Me on the Web Description Portfolio Once you publish this page your business info will appear on the SohoOS Business Directory and be searchable on Google You may set your page s URL once your page is published S Publish myPage myPage s URL http www sohoos com me forexample Save Image 13 myPage Settings 12 SohoOS User Manual version 5 3 005 Contact Info On the Contact Info tab you can choose which contact information you want to display on
22. es a comment Items Items are all of your products and services Essentially this category covers anything you can attach a price tag to In this section you can manage prices inventory and more Start by clicking tems on the menu on the right side of the page This option is only available while in My Business View New Item O Item Name Folding Chair e Price 20 00 0 ices Z Cost Price L 140 9 00 R Stock 27 a Vendor B Description New beach chairs yellow Image 30 Adding a new item 26 SohoOS User Manual version 5 3 005 To create a new item click the icon on the top of the Items page or the dropdown menu followed by Items Make sure you fill in all of the relevant information for each item including assigning a vendor setting a price and recording the actual quantity of the items that you have in stock You can also add a new item while making an estimate invoice or purchase order Just click in the box under Product or Service and select Add New ltem from the dropdown menu In the pop up window click Show more details to fully fill in all information about the item Click Save and you ll be returned to the estimate invoice or P O you were working on P O Purchase Orders When you order supplies from a vendor you must first issue a purchase order or P O Start by clicking P O on the menu on the right side of the page Clicking while in My Business
23. et the most out of SohoOS 17 SohoOS User Manual version 5 3 005 Navigating My Business View Click MENESES to see a full overview of your account and all your activities ix sohaey New My Account Da My Business gt Now here are 4 fun things you can do A My Hom s To create an invoice To create an item ce NES x click here click here Estimates Best Buy To add a new contact To upload a new file go Fedex click here E click here E Home Depot o Office Depot Notes amp Recent Activities ori o Sample Client Post notes and reminders ES Small Business Associa El Post Your public page was updated Click here to view 2 minutes ago Your business info was updated Click here to view 8 minutes ago Your public page was updated Click here to view 15 minutes ago You have changed your email address Click here to view the change 18 minutes ago Welcome Watch our introduction video here 48 minutes ago Image 19 My Business View Your homepage shows your activity feed Whenever you create an invoice add a contact or make any other action it will appear under Notes amp Recent Activities Use this as an overview of your account and click any item to access it You can write notes and reminders and they will appear on your activities feed Notes amp Recent Activities Write notes and reminders Created new estimate number 00000500 for 894 08 10 hours ago Created new
24. hoOS v Business Directory Blog v Support Portal Sign Up Log In Join us today it s simple and free yoy O f Connect with Facebook D or sign up with your email Sign up It s Free Already a member Login to your account By signing up 1 agree to the terms of service Image 1 SohoOS sign up Once you have completed the sign up process you will be taken to your SohoOS account s homepage where you can begin to use SohoOS right away al sohdes New My Account 2 My Business gt Hello ifat amp We want you to take a minute to fill your business address and other details My Home p It will be displayed on the invoices and estimates you send and will make them look pa View by All Contacts much more professional 6 Estimates Bes t Buy Go ahead it s right here myAccount gt Business info O da Did you know that adding a logo to your invoice will get you paid much faster E nc Invoices Home Depot z a 0 Notes amp Recent Activities E Office Depot tems Post notes and reminders O nple Client ES P O Small Business Associa Post Es Docs Welcome Watch our introduction video here 6 minutes ago Welcome to SohoOS Your daily activity will appear here 5 minutes ago Image 2 Homepage 4 SohoOS User Manual version 5 3 Personalizing Your SohoOS Account Click My Account located on the top bar and choose Settings from the dropdown menu to personalize your business inf
25. holland E gt Product or Service Qty Hours Price Rate Total P O Discount Warehouse Video Creation 1 00 50 00 50 00 O Food n Things Net Total 50 00 Doce Sales 10 00 5 00 John Smith Grand Total 55 00 Sarah Johnston Image 29 Invoice 25 SohoOS User Manual version 5 3 005 If you generated your invoice from an estimate all of the relevant data will be automatically transferred to your new invoice lf you are starting from scratch be sure to add the relevant items and choose the applicable contact Any item that is added to an invoice will be deducted from your inventory Once you are done inputting the data and saving the invoice you will see action buttons that allow different activities Send or PDF Click PDF to save a PDF version of the invoice The SohoOS platform brings you fully integrated PayPal support This means you can request payment from your clients using a PayPal interface and the money will be deposited directly into your PayPal account All transactions are secure and do not incur extra charges other than those charged by PayPal Click Send to email your contact a link to the invoice lf you want to request a direct payment through PayPal check the box next to Get paid online and enter the email address associated with your PayPal account Your contact will have the choice to print download pay directly or make a comment You will be notified when your contact makes a payment or leav
26. lates Close x Aa Or Entrepreneurship Ee Formina a Company gt Found 38 templates B 501 c 3 bylaws This is an example of 51 c 3 bylaws This document is useful in conducting 51 c 3 bylaws p 7 iaie sa Download Preview Entrepreneurship gt Forming a Company Es Articles of Incorporation Articles of Incorporation is the document which brings a company into existence It sets out the rules which shall H as i 9 pany A z Download Preview govern the company and provides for such things as the number and class of shares the company is authorized to issue sets out the registered head office address of the company and whether the company is authorized to offer its shares to the public for purchase Entrepreneurship gt Forming a Company E Articles of Organization Articles of Organization is a document which is required to be filed with the appropriate government agency to l 9 da WARES i Ps g A a Preview establish legal recognition of a Limited Liability Company The Articles of Organization must contain key pieces of information such as the name of the Limited Liability Company the members names and the principal place of business Entrepreneurship gt Forming a Company Image 42 Business Document Library White Labeling The SohoOS logo will be removed from all documents and emails sent from SohoOS to your customers This will affect even documents created in the past For instance if you click Send on an invoic
27. me attention Your customers will sit up and take notice of the invoices you send with these invoice templates that we specially designed to make your business look good Coming soon Now you don t need any graphic design experience to create an eye catching invoice just choose one of our templates Not sure which template you like best Changing templates is so easy you can try them all Colorful invoice templates are available in our Soho Shop as an individual feature or within a Soho Shop bundle With this feature you can choose from six different graphic designs such as Purple Rain or Strawberry Delight In order to view an invoice design select the desired template and create a new invoice After you fill in the invoice details and click Save at the bottom click the PDF button to view your completed invoice with the selected invoice template design 36 SohoOS User Manual version 5 3 Time Tracker Edit Duplicate Delete Invoice Number 00000010 gt Created SohoOS Date Jul 22 2012 100 1st Street San Francisco CA Due Date Aug 24 2012 OS Email madeup sohoos com Image 44 Making a PDF to view invoice design Need to keep track of billable hours for multiple projects and clients Time Tracker was made for you Without having to leave the SohoOS system you can easily create timesheets for all of your clients convert them to invoices and request payment from your clients Using th
28. n invoice Click the SohoOS logo on the top bar to go to your homepage The Time Tracker icon will appear on the bottom right To make a new timesheet select a contact and an item service from the dropdown menus Enter your billable hours and click Log It Time Tracker A My Home Today Yesterday 2 Days ago gi Calendar Contact Name L ltem Service S Q Log It 6 Estimates Add Comment Project Name Eo i Invoices Select time entries to invoice Invoice It Date ContactName ltem Service a Hours Show All E Items J Amanda Little Accounting 4 5 Hours Edit x Aug 10 2012 E PO J Sarah Stein Accounting 0 75 Hours Edit x Aug 10 2012 0 gt Jimmy McClaren Consultation 3 Hours Edit x one Aug 10 2012 Amanda Little Filing Taxes 2 Hours Edit x Time Track Aug 10 2012 O David Ortiz Filing Taxes 1 Hours Edit x Aug 10 2012 Image 46 Time Tracker When you re ready to bill a client simply check the time entries you want to attach to the invoice and click Invoice lt Time Tracker A My Home Today Yesterday 2 Days ago Calendar Contact Name S ltem Service H gann Log It 6 Estimates 7 r Invoices Select time entries to invoice Date ContactName Item Service a Hours Show All Add Comment Project Name Amanda Little Accounting 4 5 Hours Edit x Aug 10 2012 O Amanda Little Filing Taxes 2 Hours Edit x Aug 10 2012 Amanda Little Planning 1 5
29. ntacts X su SohoOS Valid Until Sep 20 2012 Estimates A 1 Party Suppl 100 1st St San Francisco CA 94105 USA Sigil eos Email laurel shane sohoos corr go Amanda Crosby Invoices Chip Dipson o DA Santos To Debbie Mulholland Soms KO Debbie Mulholland E gt Product or Service Qty Hours Price Rate Total P O aio Video Creation 1 00 50 00 50 00 Food n Things Net Total 50 00 Docs Sales 10 00 5 00 John Smith Grand Total 55 00 r Time Tracker Sarah Johnston Image 28 Estimate Invoices An invoice is the last stage in a client s cycle Your client already received an initial estimate and approved it the work was completed and now it s time for you to get paid You can generate an invoice directly from an estimate or you can generate an invoice from scratch by clicking nvoices on the menu on the right side of the page Clicking while in My Business View will show all your invoices while clicking in Selected Contact View will only show invoices for that specific contact While you are in the invoice section you can click the button to create a new invoice or you can click the dropdown menu followed by Invoices i Send PDF Edit Duplicate Delete Invoice Number 00000009 gt Created View by All Contacts Co SohoOS Date Aug 18 2012 Estimates A 1 Party Supply OS R Due Date Sep 20 2012 go Amanda Crosby Invoices Chip Dipson O Dave Santos To Debbie Mulholland tems KO Debbie Mul
30. ormation General Settings Your account settings can be changed at any time Look under the General tab to find links to reset your password see your payment history edit your currency and taxes change your terms and conditions and more Change Your Password To change your password go to the Change Password tab Enter your old password then enter and confirm your new password and click Save Changes If you forgot your password click on the Forgot password link and an email will be sent to the email address associated with your account Click the link provided in the email and you will receive an additional email containing a temporary password to access your account Follow the instructions provided previously to change your password r sonces New lt My Account Settings Close EY General Change Password Change Password Ea Payment History Forgot password New password Currencies S Confirm new password Tax Calculations P Terms and Conditions Save Changes Image 3 Changing your password For information about changing your email address please see page 11 SohoOS User Manual version 5 3 005 Payment History Any time you purchase additional features from the Soho Shop they will appear under the Payment History tab To learn more about the Soho Shop please see page 29 Settings General Payment History Change Password Date Activity Payment Histor
31. rade button located on the top bar of any screen to access the Soho Shop E sohaeys New My Account 63 My Business gt Notes amp Recent Activities A Post notes and reminders My Home View by Clients v ce Estimates Image 34 How to access the Soho Shop You will be taken to a page where you can read all about the premium features Click Learn More under a specific feature to get an in depth description Check the box next to each of the features you want to try and click Buy Now to get started You can also elect to buy a bundle of all the premium features Just click the button under the 1 month 1 quarter or 1 year option according to your preference Soho Shop dose O Super Sized Storage 1 95 month a Business Doc i Library 7 95 month Store all your documents inside your eS The Business Document Library holds ove account s huge 2GB storage space Learn 000 templates that you can quickly more gt customize to meet your needs Learn more Personalized Backups 0 95 month o 0 95 month 2 Gain more control over your data with 1 Y Strengt y br wing the automatic weekly personal backups via SohoOS logo and links removed from al email Learn more gt documents and emails sent to your customers Learn more gt Prema Suppost 8 95 month 5 Leads Widget 4 95 month ta 24 7 personal telephone support with a e Embed the widget into your websi
32. re potential clients are chasing you instead of you chasing them A place where you can focus on your core business aspects instead of losing precious time and money on tedious sales and marketing activities Starting today this place is here With the SohoOS Cent Machine we will direct actual real time potential clients right to you Our vast marketing customer acquisition and affiliate networks are at your service Just tell us how many leads you want and couple of other criteria so we can better fit leads to your needs Well do the rest How many leads do you want 5 chents mo for 49 75 mo one client for 9 95 30 Day lt 10 clients mo for 95 75 mo one client for 7 95 Money Back 15 chents mo for 104 25 mo one client for Guarantee 6 95 What are you selling 0 150 characters Example Computer services Web design Handmade furniture Financial consulting etc Where are your ideal clients from O 100 characters Example US New York East Coast Worldwide India Eastern Europe etc Who are your ideal clients 0 600 characters Example homeowners from Minnesota car manufacturers from all over the world etc Telephone Hours in which you can be reached Actual online campaigns may take time Please allow up to two weeks for the first lead to show up in your account Image 38 The Client Machine 31 SohoOS User Manual version 5 3 005 Once you have purchased this fea
33. s contacts will simplify your business process This will be useful in many other applications Payment History Currencies Email Tax Calculations Password Terms and Conditions ii SohoOS will not store your password Image 10 Importing your contacts SohoOS User Manual version 5 3 005 Business Info The Business Info page includes basic information about your business that will appear on every feature in the system including your invoices purchase orders and estimates as well as on your myPage Go to My Account and click Business Info to view and edit your settings E sohctes EEE My Account 19 My Account gt Business Info Close This info will affect invoices purchase orders etc and will not be published online without your agreement Your business info placed atthe top of your invoice Add Logo ES File types JPEG GIF PNG Bn Max file size 1MB You can drag amp drop files on to the icon Business Name s Grant Tetai 2778 08 USD ifat Address Start typing Q Preview My Invoice Email food gmail com Change email VAT Taxpayer ID Whatis this Telephone Mobile Image 11 Business Info page On the Business Info page you can change your business name and email address and you can add information such as your business address Taxpayer ID and your telephone mobile and fax numbers You can also upload or change your business logo from this screen You can onl
34. te blog maximum one hour response time Nuff and social media pages to automatically said Learn more gt generate leads in your SohoOS account eam more gt t Page Themes coming econ Invoice Templates 5 95 month H Personalize your page in the SohoOS 2 ES ch diffe templates to make you Business Director of our fun le tand Y ge yo page themes You ge the theme tion at t as ofte you more gt Prev 14 day money back guarantee OR Get a bundle of tools save a bundle of money Get ALL these great tools in a ONE tiME exclusive Offer 9 95 1 month Image 35 The Soho Shop 29 SohoOS User Manual version 5 3 eos After you click the button under the option you prefer you will be directed to a secure page where you can fill in your billing information O Ihave a discount coupon Payment Options Billing Address Payment method Visa MasterCard Eurocard Te First name user sohoos com Card number Last name cand on Month s Year l Address 1st St 100 Security code o City San Francisco o Zip or postal code 94105 Card holder name Country United States of America a 14 day money back guarantee State or province California G Email user sohoos com Place order Image 36 Soho Shop billing page Simply fill in your details and click Place Order to confirm your order and gain access to your new business tools Soho Shop Fea
35. ting a new vendor from the information in your newly created document You can create a new vendor from the dropdown menu You can also create a new vendor while you re creating a new purchase order Just click in the box under Contact and select Add New Contact from the dropdown menu In the pop up window click Show more details to fully fill in all information about the new vendor Click Save and you ll be returned to the purchase order you were working on 23 SohoOS User Manual version 5 3 Business Tools Estimates An estimate is a document offering basic information regarding an item you wish to supply Once accepted by your client you can turn it into an invoice lt details the items you are about to supply as well as the costs Make sure to update your inventory prior to starting work with estimates it will make the whole process much easier Start by clicking Estimates on the menu on the right side of the window Clicking while in My Business View will show all your estimates while clicking the link in Selected Contact View will show estimates specifically for that contact All My Estimate No Name Y abd Total Status Image 26 Estimates in My Business View My Business l l S Estimates Caitlyn q AS No Name Valid Total Status a View by All Contacts co 00000139 Caitiyn Feb 13 2012 27 94 Created les Adam E 00000138 Caitlyn Feb 13 2012 1 229 36 Created fe Amanda hais 00000136 Cai
36. tlyn Feb 13 2012 27 94 Created Bob Brynn 00000131 Caitlyn Feb 13 2012 125 72 Created Notes 00000103 Caitlyn Feb 13 2012 69 221 34 Created Danielle 00000101 Caitlyn Feb 13 2012 27 828 24 Created Elizabeth 00000086 Caitlyn Feb 13 2012 6 915 14 Created Image 27 Estimates in Selected Contact View To create an estimate click Estimates on the menu on the right side of the page followed by or click the dropdown menu from any screen on the site and then click Estimate Fill in the contact details of the prospective client and the list of items you intend to provide Tax calculations are based on the tax settings definable under Settings Once you create and save an estimate you will see action buttons that allow different activities Send PDF and Create Invoice Click PDF to save a PDF version of the estimate 24 SohoOS User Manual version 5 3 005 Click Send to email your contact a link to the estimate Your contact will have the choice to print download accept reject or make a comment You will be notified when your contact accepts rejects or sends a comment When your estimate is approved click Crete Invoice to automatically convert it into an invoice When an estimate is turned into an invoice it does not disappear from the estimates list My Business Send PDF Create Invoice Edit Duplicate Delete Estimate Number 00000014 gt Created View by All Co
37. ture you will receive an email notification that the Client Machine has been purchased You can then access it by going to My Account and then Settings In the Settings menu you can view the number of leads purchased Super Sized Storage The Docs feature lower right hand corner of the SohoOS web application is much more useful and powerful 2GB of total storage unlimited files and 100 folders instead of just 20MB and 5 folders in the regular account Now you can really keep all your business documents in one place In order to access your stored documents go to your homepage click Docs select the document you want and click Download to begin downloading the document to your computer This feature will be automatically activated upon purchase Personalized Backups Each week you get your entire history of aggregated data emailed to you These data backups are in CSV format which can be opened in any spreadsheet e g Microsoft Excel or Google Spreadsheets Use these backups to further analyze your business pass them on to your bookkeeper accountant or keep them as an extra layer of security to recover information you may have mistakenly deleted You can turn the email feature off and back on at any time SohoOS backs up all our users data internally to ensure their data is always safe of course 32 SohoOS User Manual version 5 3 005 Click Backup Settings under Personalized Backups to access
38. tures You can access your new features any time Just go to My Account and click Settings Your features will be under Purchased Items on the left menu Purchased Items Shop Docs Storage BE Invoice Templates Personalized Backups On White Labeling Time Tracker Premium Support Leads Widget myPage Themes Business Documents Library The Client Machine Image 37 Purchased Items 30 SohoOS User Manual version 5 3 005 The Client Machine Let the leads chase you rather than you chasing the leads Our Client Machine is offered through the Soho Shop yet it is independent of the bundles offered in the Soho Shop You can choose how many leads you want We offer three options 5 leads for 49 75 per month 10 leads for 95 75 per month or 15 leads for 104 25 per month In order to access this feature click Upgrade to enter our Soho Shop and then click the Client Machine banner on the top of the page Select the Client Machine package that you want and then tell us what you re selling where your ideal clients are and who your ideal clients are Be sure to enter your phone number and the best time to reach you just in case we have any additional questions Then click Buy Now A message will appear that says A SohoOS representative will contact you within 14 days You have a 30 day money back guarantee for this feature should you change your mind The Client Machine Imagine a place whe
39. uned SohoOS Business Directory SohoOS provides each business with a page called myPage on the SohoOS Business Directory The SohoOS Business Directory is designed to promote business collaboration and increase visibility You can browse or search the Business Directory at http www sohoos com welcome businessdirectory When you created an account with SohoOS you were asked to fill in your company information This information is represented on all your business documents e g invoices sales orders and estimates as well as on your myPage You can edit the information that appears on your myPage on the Business Info and myPage tabs under the My Account menu Your myPage comes equipped with a contact form Anyone who fills in this form will be added as a lead to your contacts 15 SohoOS User Manual version 5 3 005 The Business Directory is an excellent resource for finding small businesses contractors and freelancers You can search for businesses by visiting http www sohoos com welcome businessdirectory Enter an industry country and state if in United States to find the small business you need Make sure you fill out your myPage completely so people searching the SohoOS Business Directory can learn all about your business O Join the directory Log in YEAH BOSS WE WILL FIND IT FOR YOU Y Select an industry Accounting Airlines Aviation Alternative Dispute Resolution Alternative Medicine
40. ur Soho Shop select myPage Themes and then choose Buy now By default Google AdSense ads are displayed on all Business Directory listings When you purchase myPage themes the ads will be automatically removed from your myPage Once you have purchased this feature you can click My Account and then Settings In the Settings menu you can choose and preview myPage Themes myPage Themes Add some excitement to your page with custom designed themes Home Base Funky Boss Haiku Poem Karmacoma comas INESS NAME SINESS NAME INESS NAME Q Preview Q Preview Q Preview Q Preview Image 41 myPage Themes Business Document Library The ultimate business library at your fingertips Just click Browse Library to preview and download all the business agreements Excel templates business letters financial templates and additional documents that your business will ever need Easily browse and search over 1 000 templates in dozens of categories and get just what you need right when you need it 34 SohoOS User Manual version 5 3 005 To access the feature click Business Documents on the Settings page You can either type the name of the document you are seeking into the search box or choose a related category To see a preview of the document you requested click Preview To download the document click Download You can download as many documents and templates as you want Search over 1000 business temp
41. y Currencies Tax Calculations May 20 2012 02 01 Soho Pro Monthly Subscription Terms and Conditions Apr 20 2012 04 59 Soho Pro Monthly Subscription Purchased Items Shop Docs Storage Backup Image 4 Payment History Currencies and Exchange Rates My Account Q Close Total 9 95 9 95 SohoOS uses U S Dollars as the default currency To change your default currency click the Currencies tab You can choose a currency from the list or add a new one Each currency comes with a default conversion rate Click Edit next to any currency to modify it XL SO le New lt Settings General Currencies Change Password Name Code Symbol Conversion Rate Payment History S Australia Dollars AUD A 1 000 Currencies Tax Calculations Canada Dollars CAD 1 000 Terms and Conditions China Yuan Renm CNY 1 000 Purchased Items Shop England Pounds GBP E 1 000 ESSE Euro EUR 1 000 Backup Great Britain Pounds GBP 1 000 White Label India Rupees INR zg 1 000 Premium Support Image 5 Currencies and Exchange Rates My Account O Close E Default Edit Delete Edit Delete Edit Delete 0 Edit Edit Delete Edit Delete Edit Delete SohoOS User Manual version 5 3 005 Tax Calculations You can set the correct tax rates for your business under the Tax Calculations tab Click the Edit button to change names and rates of taxes To activate or deactivate a tax
42. y upload files in JPEG GIF and PNG formats and up to 1 MB in size Be sure to click Save when you are done You can see how your invoices will look by clicking Preview My Invoice 10 SohoOS User Manual version 5 3 005 Change Your Email To change your email address click the link beneath your current email address that says Change email You will be prompted to enter and confirm your new email address as well as your current password When you are done click Change Email All of your SohoOS business documents will reflect the change and you will use the new email address to log in to your account sohdes My Account gt Business Info My Account New Close EY This info will affect invoices purchase orders etc and will not be published online without your agreement Your business info placed atthe top of your invoice Add Logo gt File types JPEG GIF PNG Sinn Max file size 1MB You can drag amp drop files on to the icon Business Name S ami ifat en Address Start typing Q Preview My Invoice Email supportOsohoos com Change email Change Email Address The email address will be used for logging in and will be displayed on your invoices and correspondence New email sSupport sohoos com Confirm email support sohoos com Password Change Email Cancel Image 12 Changing your email address 11 SohoOS User Manual v
43. your myPage The contact information shown is taken directly from your Business Info Uncheck Show on Page for whichever contact information you do not want to be shown When you are done click Save My Account gt myPage gt Contact Info Page is published Settings Contact Info Me on the Web Description Please enter the contact info for your business Contact Name SohoOS Address 100 ist St San Francisco CA 94105 USA Phone 888 555 5555 Mobile 877 878 7878 Fax If you wish to change add your contact information go to My Account gt Business Info Save Image 14 myPage Contact Information 13 Portfolio Why show on page Show on page Show on page Show on page SohoOS User Manual version 5 3 005 Me on the Web On the Me on the Web tab you can add links to all your online profiles such as your business website catalogs and portfolios Facebook Twitter Linkedin Google and YouTube Just copy the URL into the appropriate section and when you are done click Save My Account gt myPage gt Me on the Web Cose Page is epa o Proview mypage Settings Contact Info Me on the Web Description Portfolio Here you can add links to all your online profiles Think we missed a few Let us know if your business has a website please enter the URL such as wan yourwedsite com WH SOMOS COM Link to other websites your business has in different platforms online
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