Sales Trend (Last 30 Days)
Revenue (Monthly)
Top Selling Products
Services Overview
Recent Sales
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Quick Actions
Name ↕Phone ↕Email ↕GST NoAddressActions
Name ↕Phone ↕Source ↕Status ↕Follow Up ↕NotesActions
Product ↕Code ↕HSN ↕Category ↕Brand ↕Price ↕Stock ↕WarrantyActions
Invoice ↕Customer ↕Product ↕Date ↕QtyAmount ↕StatusActions
Customer ↕Date ↕Type ↕Technician ↕Charge ↕Service StatusPaymentActions
Customer ↕Start ↕End ↕Amount ↕ServicesStatusActions

Available Plans

🔒 Change Password
🔢 Change Login PIN
Invoice # ↕Customer ↕Date ↕Amount ↕TaxTotal ↕StatusActions
📝
—
Draft
📤
—
Sent (awaiting)
✅
—
Accepted
💰
—
Total Sent Value
Quot # ↕ Customer ↕ Date ↕ Valid Until ↕ Amount ↕ Status Actions
🕐
—
Pending Sales
🔧
—
Pending Services
🧾
—
Unpaid Invoices
⚠️
—
Overdue
💰
—
Total Outstanding
Reference ↕Customer ↕Type ↕Amount ↕Date ↕Due Date ↕Status ↕Actions
⏳
—
Waiting
✔️
—
Sent
✅
—
Delivered / Read
❌
—
Failed

Counts are for the last 30 days.

DateCustomerNumberMessageReferenceStatusDetails
📦 Top Products
📈 Monthly Revenue
💰 Payment Follow-up Summary

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📄 Quotation Pipeline

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📥 Export Data
Business Profile
🏢

Company Information

Shown on the header of every invoice and quotation.

🖼️

Invoice Branding Assets

These images will be used in invoice and PDF print layouts.

No logo uploaded
No seal uploaded
No signature uploaded
No QR code uploaded
🏦

Bank Details

Printed on invoices so customers know where to pay.

Documents
🧾

Sales Message & Terms

Greeting and terms printed on sales invoices.

🔧

Service Message & Terms

Greeting and terms printed on service invoices.

🛠

AMC Message & Terms

Greeting and terms printed on AMC invoices.

📄

Quotation Message & Terms

Greeting and terms printed on quotations.

Communication
📧

Email Configuration

Send payment reminders, quotations & AMC alerts from your own Gmail.

Requires a Gmail App Password — enable 2-Step Verification in your Google account, then go to Security → App Passwords and generate one for "Mail".

💬

WhatsApp API Configuration

Send reminders, invoices & quotations on WhatsApp directly from the app.

Connect your own WhatsApp Business API, or use Manual mode — WhatsApp opens in your browser with the message ready to send.

Automation
📋

AMC & Service Notifications

How many days ahead alerts and reminders should start.

Show alert when AMC expires within these many days (default 7)
Show alert when service is due within these many days (default 7)
Auto-send payment reminder when due date is within these many days (default 7)
⚡

Auto Invoice Generation

Create invoices automatically when records are added.

Changes apply to new invoices, quotations & reminders.
AMC Plans
📦

AMC Packages

Plans offered when creating AMC contracts. Saved individually.

🔑 Login as User (Impersonate)
NameEmailMobilePlanStatusAuto-DebitSourceJoinedActions
DealerPlanAmountStatusPayment IDDate
📡 Signup Sources
📱 Device Usage
🌐 Browser Breakdown
📍 Top Locations
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💰 Subscription Plan Pricing

Edit plan prices below. Changes will apply to all new subscriptions immediately.

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🔗 Referral URL Landing Page

Configure which screen users see when they arrive from referral URLs