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:

  1. Make sure your maintenance (included with annual licenses) is current
  2. Download the latest version
  3. Review the new features
  4. Upgrade a COPY of your database
  5. Kick the tires... meaning run through a complete process from Quote to Work Order to Invoicing, etc.
  6. Review the output
  7. Determine if any changes need to be made to reports, etc
  8. Train users on the latest functionality
  9. Set a date 
  10. Migrate