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- Releases & Upgrading
How do I upgrade to the latest version?
You can find detailed instructions by reviewing our Upgrade Checklist. However, in short form, here are the steps:
- Make sure your maintenance (included with annual licenses) is current
- Download the latest version
- Review the new features
- Upgrade a COPY of your database
- Kick the tires... meaning run through a complete process from Quote to Work Order to Invoicing, etc.
- Review the output
- Determine if any changes need to be made to reports, etc
- Train users on the latest functionality
- Set a date
- Migrate