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