Appointment

In the Appointment section, you can book an appointment with or for the client based on your service times or the start and end times of the employees who will deal with them. The tab allows the employees to change their time as per specific days or schedules. Once done, the appointments show two different view options along with the appointment planner and list using the data tables. In this section, you can update the appointment slots and the clients can send text messages for any time changes in the appointments. You will also receive the appointment confirmation text message.

Client

The client management system offers users the flexibility to create client profiles quickly or with comprehensive detail. Users can customize the display of data table columns and seamlessly import data via CSV files. Detailed client information, including forms, quotations, invoices, contracts, and expenses, can be tailored to specific needs. Reminders and message lists enhance communication, while file uploads streamline collaboration.

Client Budget

In the Client Budget section, users can manage budgets by category, allowing for the categorization of expenses. They can add expenses to specific categories, enabling precise tracking. The system calculates the variance between planned and actual expenses, providing insight into budget adherence. Additionally, users can visualize budget breakdowns through pie charts for easy analysis.

Client Files

In the Client Files section, files are automatically saved in the default folder for each client, ensuring organized document management. Users can also create new folders to further categorize files. Files can be displayed on the client panel based on user preference, and an option to rotate files for optimal viewing is available.

Client Form

The Client Form section allows users to create custom forms with common fields and add extra fields as needed, with customizable titles and placeholders. Forms can be shared via a unique link for data entry by others. The system displays added data lists with options for updating, deleting, and viewing full details, including files, images, text, and dropdown selections, with the added functionality to export data as a CSV file.

Client Statement

The Client Statement section provides a comprehensive overview of financial transactions, displaying invoices, quotations, paid amounts, and outstanding dues on a user-friendly dashboard. Users can access lists of quotations and invoices, with options to print, download, and view outstanding amounts. Additionally, clients' payment histories and open invoices with outstanding amounts are readily accessible for efficient tracking and management.

Clients Expense

Users can efficiently manage expenses within the Client Statement section by creating expenses based on categories. They can designate clients, vendors, and projects to expenses, facilitating accurate tracking and allocation. Additionally, users can filter expenses by month, allowing for easy analysis and review of spending trends over specific time periods.

Contracts

Within the Contract section, users can create customized contracts tailored to their specific needs. The data table columns are customizable, enabling users to display relevant contract details efficiently. Contracts can be easily printed and downloaded for offline reference. Deleted contracts are archived for retrieval, with options to restore or permanently delete as needed, ensuring streamlined contract management and organization.

Invoice

Users can create customized invoices in the Invoice section, with customizable data table columns for efficient display. Three different invoice views are available, with the option to set a default. Invoices can be printed and downloaded and deleted invoices are archived for retrieval or permanent deletion. Invoices can also be shown as packing slips.

Packing Slip

In the Packing Slip section, users can generate customized packing slips, with customizable data table columns for efficient organization. Two different views are offered, with the option to set one as default. Users can print and download packing slips, and deleted ones are archived for potential restoration or permanent deletion. Additionally, packing slips can be converted into invoices for streamlined order processing.

Process Tracker & Calendar

The Process Tracker Calendar feature facilitates efficient task management. Users can create trackers with the process and spot options, categorize by customers and teams, and view data in either data table or process tracker calendar formats. This allows for comprehensive monitoring and scheduling, enhancing productivity and organization within projects and teams.

Quotation

In the Quotation section, users can create tailored quotations with customizable data table columns. Two different views are available, with the option to set one as default. Quotations can be printed and downloaded, and deleted ones are archived for potential restoration or permanent deletion. Additionally, quotations can seamlessly convert into invoices for streamlined transaction processes.

Receive Payment

The Receive Payment feature provides comprehensive financial tracking capabilities, displaying the total amount, wallet balance, due balance, and invoice amounts. Users can add funds to their wallet balance and allocate them to specific invoices. Clear invoice allocation is facilitated through history tracking, which includes detailed receive and allocate amount histories. Additionally, uploaded checks and other images are stored in the client's default folder for easy access and reference.

Recurring Invoice

The Recurring Invoice functionality enables users to create invoices with recurring options. They can select from various modes such as daily, monthly, yearly, or a custom date for recurring invoicing. This feature streamlines billing processes by automating invoice generation on specific dates according to the chosen recurrence mode, enhancing efficiency in financial management.

Stage Invoice

The Stage Invoice feature allows users to create sub-invoices based on a main invoice, facilitating the breakdown of complex billing processes into manageable stages. Multiple stages can be created, enabling users to track progress and manage invoicing efficiently. This functionality streamlines billing for multi-step projects or services, ensuring accurate tracking and billing at each stage.

Sub Client

The Subclient feature establishes a hierarchical relationship within clients, with sub-clients linked to a main client for organizational clarity. In invoice details, both the main and sub-clients are displayed, providing comprehensive billing information. This visibility extends to quotation, contract, and packing views across all platforms, ensuring consistency and ease of access for effective client management.

Time Tracker & Calendar

The Time Tracker Calendar feature allows users to manage time tracking efficiently. Users can create time trackers based on specific mediums, enabling additions, updates, and deletions as needed. Time trackers are associated with services and clients for accurate tracking. Two views are available: list and calendar, with the calendar view offering four options: list, month, week, and day, providing flexibility in scheduling and monitoring tasks.

Items

The Items feature enables users to create, manage, and track items efficiently. Users can generate QR codes and barcodes for easy identification and tracking. Additionally, items can be moved or copied to other branches for flexible inventory management. Detailed item information, including queries and requests, is accessible, with customizable data table columns for personalized viewing. Users can effectively manage item quantities to ensure optimal inventory levels and streamlined operations.

Product Catalog

The Product Catalog feature streamlines catalog creation by automatically generating catalogs based on added images. This simplifies the process, ensuring consistency and efficiency. Catalogs are accessible via web builder links, providing a convenient way for users to showcase their products and services to customers.

Product inquiry

The Product Inquiry feature enhances customer interaction by displaying inquiries directly on product details. Customers can submit inquiries directly, facilitating seamless communication. Moreover, inquiries can be added via web builder weblinks, extending accessibility and ensuring a streamlined inquiry process for enhanced customer engagement.

Qr & Barcode

In the item list, QR codes and barcodes can be automatically generated based on the product names. This feature simplifies inventory management by associating unique identifiers with each product, enhancing efficiency in tracking and identification processes.

Service inquiry

In the Service Inquiry feature, inquiries are displayed directly within service details, facilitating seamless communication. Customers can submit inquiries directly, while inquiries can also be added via web builder weblinks, enhancing accessibility and ensuring a streamlined inquiry process for efficient customer engagement.

Services

The Service feature enables users to create, manage, and track services efficiently. QR codes and barcodes are automatically generated for easy identification and tracking. Additionally, services can be moved or copied to other branches for flexible management. Users can customize the booking interface to display extra fields, and images, or prioritize certain services. Detailed service information, including queries and requests, is accessible, with customizable data table columns for personalized viewing.

Activity

The Employee Activity feature allows manual entry of activities, both project-based and independent tasks. It tracks hours based on start and end times, facilitating accurate time management. Users can clock in and out to indicate their status, with the system displaying whether they are clocked in or out, providing real-time visibility into employee availability and productivity.

Attendance

The Attendance feature allows users to add attendance entries in a calendar view with multiple entries for each day. It calculates worked hours and break hours, ensuring accurate time tracking. The system displays a date-wise list of in-out entries, along with the corresponding counts. Additionally, employees can easily add attendance entries through in-out buttons in their panel, streamlining the process.

Company Budget

The Company Budget feature facilitates budget management by allowing users to categorize expenses. Expenses can be added within each category, enabling precise tracking. The system calculates the variance between planned and actual expenses, providing insights into budget adherence. Additionally, users can visualize the budget breakdown through a pie chart view, enhancing understanding and analysis of expenditure distribution.

Company Expenses

The Company Expense tool streamlines expense management by allowing users to create expenses categorized by type. Users can specify clients, vendors, or projects associated with each expense, ensuring accurate tracking. Additionally, expenses can be filtered by month, simplifying analysis and reporting.

Employee

The Employee management system offers comprehensive options for adding employees, with both full and quick options available. Users can customize the data table column view and import employee data using CSV files. Within employee details, users can manage employee information comprehensively, including forms, expenses, scores, attendance, leaves, and files. Reminders and message lists enhance communication, with the ability to upload files for collaboration. A score dashboard provides an overview of employee performance metrics for informed decision-making.

Employee Budget

In the Employee Budget section, users can manage budgets by category, allowing for expense categorization. They can add expenses to specific categories, enabling precise tracking. The system calculates the variance between planned and actual expenses, providing insights into budget adherence. Additionally, users can visualize the budget breakdown through a pie chart view, enhancing their understanding of expenditure distribution.

Employee Expense

The Employee Expense feature streamlines expense management by enabling users to create expenses categorized by type. It offers options to specify clients, vendors, or projects associated with each expense, ensuring accurate tracking. Additionally, users can filter expenses by month, simplifying analysis and reporting.

Employee Form

The Employee Form tool allows for the creation of customized forms with common fields and additional fields that can be personalized with custom titles and placeholders. Users can generate a form link to share with others for data input. Data lists display added entries with options for updating, deleting, and viewing full details, including files, images, text, and various input options like select dropdowns. Additionally, data can be exported in CSV format for further analysis or record-keeping purposes.

Hr Files

The HR Files feature ensures organized file management by automatically saving all files in a default folder. Users also have the option to create new folders for further categorization. Files can be displayed on the HR panel for easy access, and users can utilize the rotate file option to adjust file orientation as needed. This comprehensive file management system enhances efficiency and accessibility within the HR department.

Leave

The Leave feature enables users to add leave requests with specific durations, allowing for precise scheduling. Users can combine multiple leave instances for streamlined management. Leave information is displayed in both data table and calendar views, enhancing visibility and organization. Additionally, leave timings are disabled from booking slots, ensuring accurate scheduling and preventing conflicts.

Pay Employee

The Pay Employee feature functions similarly to customizing checks, allowing users to create personalized checks for employees. Users can design their own checks, with options for printing one check per page or multiple checks per page. The system offers printing and previewing capabilities for check templates, facilitating easy verification. Users can update check details as needed and customize the check print view for optimal presentation.

Payslip

The Payslip feature streamlines the process into several steps. Step 1 involves entering employee details alongside payslip generation. Step 2 entails inputting salary details, including total earnings and deductions, with the option to add extra fields. Step 3 calculates salaries based on hourly, monthly, or weekly rates. Finally, the system automatically computes the final net pay, simplifying payroll management. Payslips are listed in a data table for convenient reference.

Score

The Score feature includes an Employee Scoreboard for adding and tracking employee scores, enhancing performance management. A visualization chart provides an overview of employee scores, aiding in data analysis and decision-making. Additionally, employees can view their scores directly within their panel, fostering transparency and motivation within the workforce.

Make a Check

The "Make a Check" feature allows users to create both blank and template checks for vendors. Users can design personalized checks, with options for printing one check per page or three checks per page. The system provides printing and previewing capabilities for check templates, facilitating easy verification. Users can update check details as needed and customize the check print view for optimal presentation and accuracy.

Make a Payment

The "Make a Payment" feature provides a comprehensive overview of financial transactions, displaying total amounts, wallet balances, due balances, and purchase amounts. Users can add funds to their wallet balance and allocate them to specific purchases. Clearing purchases are facilitated through allocation, with transaction history available for reference. Uploaded images, such as checks, are stored in the vendor's default folder for easy access and record-keeping.

POS

Purchase order

Purchase Order

Users can create purchase orders with customizable data table columns in the Purchase Order section, tailoring the display to their specific needs. Two different views are available, with the option to set one as default. Purchase orders can be printed and downloaded for offline reference, and deleted orders are archived for potential restoration or permanent deletion, ensuring organized purchase management.

Vendor

The Vendor management system offers versatile options for adding vendors, with both full and quick options available. Users can customize the data table column view and import vendor data using CSV files for efficiency. Within vendor details, users can manage vendor information comprehensively, including forms, purchase order payment history, and files. Reminders and message lists enhance communication, with the ability to upload files for collaboration and documentation.

Vendor Budget

In the Vendor Budget section, users can manage budgets by category, allowing for expense categorization. They can add expenses to specific categories, enabling precise tracking. The system calculates the variance between planned and actual expenses, providing insights into budget adherence. Additionally, users can visualize the budget breakdown through a pie chart view, enhancing their understanding of expenditure distribution.

Vendor Files

The Vendor Files feature ensures organized file management by automatically saving all files in a default folder. Users also have the option to create new folders for further categorization. Files can be displayed on the vendor panel for easy access, and users can utilize the rotate file option to adjust file orientation as needed. This comprehensive file management system enhances efficiency and accessibility within vendor management.

Vendor Form

The Vendor Form tool allows users to create customized forms with common fields and additional fields that can be personalized with custom titles and placeholders. Users can generate a form link to share with others for data input. Data lists display added entries with options for updating, deleting, and viewing full details, including files, images, text, and various input options like select dropdowns. Additionally, data can be exported in CSV format for further analysis or record-keeping purposes.

Project & Task

The Project and Task feature encompasses a comprehensive project management system. Users can add projects and associated tasks, tracking their status and progress. Task updates, files, and activity logs provide detailed insights into task activities. Customized forms allow for tailored data collection, while extra columns accommodate additional fields.

Project Gantt View

The Project Gantt View feature provides a detailed timeline of project activities. Data loading is organized by status, ensuring clarity in task progression. Users can easily adjust events through drag-and-drop functionality. QR codes manage stage history for each project phase, while priorities, locations, services, and statuses can be added and modified seamlessly, enhancing project management efficiency and flexibility.

Project Snapshot

The Project Snapshot feature offers a comprehensive overview of project metrics. The dashboard displays total projects, tasks, pending tasks, and activities, providing a snapshot of project progress. Projects are listed using a data table, enabling easy access and organization. Users can filter projects by start and end dates, allowing for targeted analysis and tracking of project timelines.

Project Task Gantt view

The Project Task Gantt View feature presents tasks within projects in a visual timeline format. Tasks are loaded into the Gantt view based on project association, allowing for clear task management. Users can update task statuses using dropdown menus, with each status distinguished by a unique color for easy identification. Additionally, filtering by client enables users to focus on specific project-related tasks.

Project timesheet

To-do

The To-Do feature enables organized task management. Users can categorize tasks, add them category-wise, and manage their statuses efficiently. Tasks can be assigned to employees, with notifications appearing in their panels for easy visibility. Filtering by employees streamlines task allocation and monitoring, enhancing productivity and collaboration.

Activity Report

The Activity Report feature enables users to generate reports based on custom date ranges, allowing for flexible analysis. Users can select specific employees to include in the report, with working hours automatically calculated for each employee. Additionally, the report includes an attendance activity sheet, providing detailed insights into employee activities and attendance records.

Attendance Report

The Attendance Report feature facilitates the generation of reports based on custom date ranges, offering flexibility in analysis. Users can select individual employees for inclusion in the report, with working hours automatically calculated for each employee. The report includes an attendance sheet displaying the status (clocked-in or out) for each employee, providing a comprehensive overview of attendance records within the specified timeframe.

Check Report

The Check Report feature presents data in a user-friendly data table format, enabling easy analysis and management. Users can sort the report by date, providing flexibility in data organization. Additionally, users can filter the report by check category, allowing for targeted analysis and streamlined data access based on specific criteria.

Client Expense Report

The Client Expense Report feature presents expense data in a data table format for convenient analysis. Users can sort the report by columns, allowing for customized data organization. Additionally, administrators can set record limits to manage the volume of data displayed, ensuring optimal performance and usability of the report.

Client payment history report

The Client Payment History feature provides a comprehensive report of all payments made by clients. Users can sort the report by payment method and recipient, facilitating targeted analysis. Filters for allocated and received payments enable users to focus on specific transaction types. Additionally, users can apply date range filters for further customization and generate payment visualization charts for enhanced data representation.

Client Tax report

The Client Tax Report feature generates detailed reports on tax amounts associated with invoices, providing transparency and compliance oversight. Users can view total tax invoice amounts and apply filters for specific timeframes such as months, six months, or financial years. Additionally, the system supports customization of financial year settings to align with organizational requirements, ensuring accurate reporting and analysis.

Company Expense Report

The Company Expense Report feature presents expense data in a data table format for streamlined analysis. Users can sort the report by columns to customize data organization according to their preferences. Administrators can also set record limits to manage the volume of data displayed, ensuring optimal performance and usability of the report.

Employee Expense Report

The Employee Expense Report feature offers a data table format for convenient analysis of employee expenses. Users can sort the report by columns to customize data organization according to their needs. Administrators have the option to set record limits to manage the volume of data displayed, ensuring efficient performance and usability of the report.

Leave Report

The Leave Report feature provides a data table format for comprehensive analysis of leave data. Users can sort the report by columns to tailor data organization to their preferences. Additionally, administrators can set record limits to manage the volume of data displayed, optimizing the performance and usability of the report.

Pay Report

The Pay Report feature facilitates efficient management of employee payments. It calculates hours worked on a date-wise basis and enables one-click payment of selected date amounts. Users can designate payments as unpaid and generate paid history reports for reference. Filters by date provide flexibility in data analysis, and the system allows for employee changes as needed, ensuring accurate and streamlined payroll processing.

Product Report

The Product Report feature provides detailed insights into product sales, organized both by the client and by-product. Users can view the number of invoices associated with each product, facilitating analysis of sales volume. Additionally, the report includes a product list with sale counts, offering a comprehensive overview of product performance. Both reports support data table filtering by date, allowing users to focus on specific timeframes for analysis.

Project Report

The Project Report feature offers a data table format for streamlined analysis of project data. Users can sort the report by columns to customize data organization according to their preferences. Administrators have the option to set record limits, managing the volume of data displayed for optimal performance and usability of the report.

Purchase payment history report

The Purchase Payment History Report provides a detailed overview of payment transactions associated with purchases. Users can view payment history reports for vendors, sorting transactions by payment method and recipient. Filters for allocated and made payments enable users to focus on specific transaction types. Additionally, users can apply date range filters for customized analysis and generate payment visualization charts for enhanced data representation.

Sales Report

The Sales Report feature offers a data table format for streamlined analysis of sales data. Users can view sales reports with amounts and sort them by columns to customize data organization according to their preferences. Administrators can also set record limits to manage the volume of data displayed, ensuring efficient performance and usability of the report.

Service Report

The Service Report feature provides detailed insights into service bookings, organized both by client and by service. Users can view the number of bookings associated with each service, facilitating analysis of service popularity. Additionally, the report includes a service list with booking counts, offering a comprehensive overview of service performance. Both reports support data table filtering by date, allowing users to focus on specific timeframes for analysis.

Time Calculation Report

The Time Calculation Report feature adds attendance-related time data for efficient monitoring. Users can filter data by employee and selected dates to view all relevant information. The report includes total work hours and break hours, providing a comprehensive overview of employee attendance patterns. This functionality enables precise tracking and analysis of employee time usage for enhanced workforce management.

Branch

The Branch feature facilitates the creation and management of multiple branches within the system. Each branch operates with the same functionality as the main user account, allowing for consistent management across different branches. Users can add multiple branches and directly login to each branch account from the main user account, streamlining administrative tasks and ensuring seamless operations.

Daily Planner

The Daily Planner feature enables users to add events to their schedule, providing organization and structure to their day. Events are displayed in a calendar view, allowing for easy visualization of upcoming activities. Users can choose to view events in list, month, week, or day format, catering to different planning preferences and enhancing productivity.

Institutes

In the settings, users can enable the "Institute Switch" feature, which allows them to toggle between different institutes within the system. When enabled, clients can be converted into institutes, providing enhanced management capabilities for educational or organizational purposes. This feature streamlines institute management and ensures efficient utilization of resources.

Reminders

The Reminders feature offers multifaceted functionality, including message reminders for leads, clients, vendors, and employees. Additionally, users can set reminders for lease expirations, ensuring timely action on important events. This comprehensive reminder system enhances communication and facilitates proactive management across various aspects of the business.

Rental

In the Rental module, users can enable the "Rental Switch" to activate rental functionalities. They can then create leases tailored to their needs, with customizable lease columns for efficient organization. The system also provides reminders for upcoming lease expirations, displaying them 30, 60, and 90 days in advance, ensuring timely management of rental agreements.

Standard Web Builder

The Standard Web Builder empowers users to craft personalized websites effortlessly. With it, users can create their website, customizing header colors and themes to reflect their brand identity. Users can also design custom logos to further personalize their site.

Web Builder Pro

The Web Builder Pro feature is currently pending but will be made available as soon as possible to the users.

Calendar Option View

The Calendar Option View feature provides users with flexibility in viewing their calendars by allowing them to choose from different calendar views based on their preferences. Users can select their preferred calendar view option, such as day, week, month, or agenda view, ensuring that they can easily navigate and manage their schedules according to their needs.

Calendar View

The Calendar View feature presents appointments in a single-page layout, providing users with a comprehensive overview of their schedule. Users can customize the appointment planner view to suit their preferences, allowing for tailored organization and easy navigation of appointments. This streamlined approach enhances productivity and efficiency in managing schedules and appointments.

Check pay to option

The "Check Pay To" option allows users to specify whether their full name or business name should identify the payee. Users can select their preference, and the chosen option will be displayed as the default payee information on checks. This feature provides flexibility in customizing check details according to user preferences and business requirements.

Client Archive

The Client Archive feature ensures that deleted clients are stored in an archive folder for reference. Users can choose to permanently delete archived clients or restore them as needed. This functionality provides a safeguard against accidental deletions and allows for efficient management of client data.

Client Extra Field

The Client Extra Field feature enables users to add and update additional fields within the client form, providing flexibility in managing client data. Users can customize these extra fields according to their specific needs, allowing for the inclusion of additional information relevant to their business processes. This functionality enhances the versatility of the client management system and ensures comprehensive data capture.

Client Rename

The Client Rename feature allows users to change the title of a client to any desired name, providing flexibility in client management. This change is reflected across all instances where the client's name appears within the system, ensuring consistency and accuracy in data representation. This functionality streamlines the process of updating client information to align with evolving business needs.

Contract Archive

The Contract Archive feature ensures that deleted contracts are stored in an archive folder for reference. Users have the option to permanently delete archived contracts or restore them as needed. This functionality provides a safety net against accidental deletions and allows for efficient management of contract data.

Date Formate

The Date Format feature offers users the option to choose between two date formats: "15 April 2024" (Option 1) or "April 15 2024" (Option 2). Once a format is selected, it will be applied consistently across all instances where dates are displayed within the system, ensuring uniformity and clarity in the date representation throughout the platform.

Employees Archive

The Employees Archive feature ensures that deleted employee records are preserved in an archive folder for reference. Users have the option to permanently delete archived employee data or restore it as needed. This functionality provides a safety net against accidental deletions and allows for efficient management of employee records.

Files Archive

The Files Archive feature safeguards deleted files by storing them in an archive folder for future reference. Users retain the ability to permanently delete archived files or restore them as necessary. This functionality ensures data integrity and offers a safety net against accidental file deletions, facilitating efficient file management within the system.

Financial Year

The Financial Year feature allows users to adjust the financial year to align with their business needs. Users can select their preferred financial year, and the chosen year will be designated as the financial year across the system. This ensures consistency in financial reporting and facilitates accurate fiscal management within the organization.

Invoice Archive

The Invoice Archive feature ensures that deleted invoice records are stored in an archive folder for future reference. Users have the option to permanently delete archived invoices or restore them as needed. This functionality provides a safety net against accidental deletions and allows for efficient management of invoice data.

Invoice default view

The Invoice Default View feature offers users the flexibility to choose between two different views for invoice details. Users can select their preferred default view, ensuring that invoices are displayed in the preferred format whenever they are accessed. This customization enhances user experience and streamlines invoice management within the system.

Invoice extra field

The Invoice Extra Field feature empowers users to add and update additional fields within the invoice form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their business needs. This functionality allows for comprehensive invoice management by accommodating additional data fields as required.

Invoice message

The Invoice Message feature enables users to customize invoice messages according to their preferences. Users can add and update invoice messages, ensuring personalized communication with clients. These messages will be displayed on all forms related to invoices, providing consistent and tailored messaging throughout the invoicing process. This customization enhances professionalism and strengthens client communication.

Item Extra Field

The Item Extra Field feature empowers users to add and update additional fields within the product form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their product management needs. This functionality allows for comprehensive product management by accommodating additional data fields as required.

Lead Archive

The Lead Archive feature ensures that deleted lead records are stored in an archive folder for future reference. Users retain the option to permanently delete archived leads or restore them as necessary. This functionality provides a safety net against accidental deletions and facilitates efficient lead management within the system.

Lead Category

The Lead Category feature allows users to customize lead categories according to their specific needs. Users can add, update, and manage lead categories to align with their business processes. These customized categories will be displayed on all forms related to leads, ensuring consistent categorization and organization of lead data throughout the system.

Lead Extra Field

The Lead Extra Field feature empowers users to add and update additional fields within the lead form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their lead management needs. This functionality allows for comprehensive lead management by accommodating additional data fields as required.

Lead Label

The Lead Label feature enables users to customize lead label options according to their specific requirements. Users can add, update, and manage label options to better categorize and organize lead data. These customized label options will be displayed on all forms related to leads, ensuring consistent labeling and efficient lead management across the system.

Lead Quotation Archive

The Lead Quotation Archive feature ensures that deleted quotation records associated with leads are stored in an archive folder for future reference. Users have the option to permanently delete archived quotations or restore them as needed. This functionality provides a safety net against accidental deletions and facilitates efficient management of lead quotation data.

Lead Source

The Lead Source feature allows users to customize lead categories according to their specific needs. Users can add, update, and manage lead sources to align with their business processes. These customized categories will be displayed on all forms related to leads, ensuring consistent categorization and organization of lead data throughout the system.

Leave Archive

The Leave Archive feature ensures that deleted leave records are stored in an archive folder for future reference. You can either permanently delete archived leaves or restore them as needed. This functionality provides a safety net against accidental deletions and facilitates efficient management of leave data.

Library Extra Field

The Library Extra Field feature empowers users to add and update additional fields within the library form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their library management needs. This functionality allows for comprehensive library management by accommodating additional data fields as required.

OMS properties

The OMS Properties feature enables users to customize OMS category options according to their specific requirements. Users can add, update, and manage category options, including sub-categories, to better organize and categorize OMS data. These customized options will be displayed on all forms related to OMS, ensuring consistent labeling and efficient management across the system.

Paylink

The Paylink feature allows users to create and customize payment links for instant payments. Users can add their payment link, which enables customers to make payments directly into their accounts. This functionality streamlines the payment process, offering convenience for both users and customers by facilitating quick and secure transactions.

Payment method

The Payment Method feature enables users to customize payment methods according to their specific needs. Users can add, update, and manage payment methods to align with their business processes. These customized payment methods will be displayed on all forms related to payments, ensuring consistent selection options and efficient payment management throughout the system.

Payment to

The Payment To feature allows users to customize payment recipient options according to their specific needs. Users can add, update, and manage payment to options to align with their business processes. These customized options will be displayed on all forms related to payments, ensuring consistent selection options and efficient payment management throughout the system.

Planner standard task

The Planner Standard Task feature empowers users to customize category options according to their specific requirements. Users can add, update, and manage category options, including sub-categories, to better organize and categorize tasks within the planner. These customized options will be displayed on all forms related to planner tasks, ensuring consistent labeling and efficient task management across the system.

Product extra field

The Product Extra Field feature enables users to add and update additional fields within the product form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their product management needs. This functionality allows for comprehensive product management by accommodating additional data fields as required.

Project Extra Field

The Project Extra Field feature empowers users to add and update additional fields within the project form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their project management needs. This functionality allows for comprehensive project management by accommodating additional data fields as required.

Project typical task

The Project Typical Task feature allows users to customize category options for tasks according to their specific requirements. Users can add, update, and manage category options, including sub-categories, to better organize and categorize tasks within projects. Additionally, users can add default tasks directly to streamline project planning and execution. These customized options will be displayed on all forms related to project tasks, ensuring consistent labeling and efficient task management across the system.

Purchase Archive

The Purchase Archive feature ensures that deleted purchase records are stored in an archive folder for future reference. Users can permanently delete archived purchases or restore them if needed at any time. This functionality provides a safety net against accidental deletions and facilitates efficient management of purchase data.

Purchase Extra Field

The Purchase Extra Field feature allows users to add and update additional fields within the purchase form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their purchase management needs. This functionality enables comprehensive purchase management by accommodating additional data fields as required.

quotation Archive

The Quotation Archive feature ensures that deleted quotation records are stored in an archive folder for future reference. Users have the option to permanently delete archived quotations or restore them if needed. This functionality provides a safety net against accidental deletions and facilitates efficient management of quotation data.

Score Archive

The Score Archive feature ensures that deleted score records are stored in an archive folder for future reference. Users can either delete the archived files or restore them if they need any time. This functionality provides a safety net against accidental deletions and facilitates efficient management of score data.

Score board

The Scoreboard feature allows users to customize scoreboard options according to their specific requirements. Users can add, update, and manage scoreboard options to align with their business processes. These customized options will be displayed on all forms related to scoreboards, ensuring consistent selection options and efficient management throughout the system.

Service extra field

The Service Extra Field feature empowers users to add and update additional fields within the service form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their service management needs. This functionality allows for comprehensive service management by accommodating additional data fields as required.

Service Select View

The Service Select View feature allows users to customize the dropdown options for selecting services. Users can choose to display only products, only services, or both products and services in the dropdown menu. This selected option will determine which services are displayed based on user preference, streamlining the selection process and improving user experience.

Task Extra Field

The Task Extra Field feature empowers users to add and update additional fields within the task form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their task management needs. This functionality allows for comprehensive task management by accommodating additional data fields as required.

Team Extra Field

The Team Extra Field feature enables users to add and update additional fields within the team form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their team management needs. This functionality allows for comprehensive team management by accommodating additional data fields as required.

Time Settings

The Time Settings feature allows users to configure various time-related parameters, such as time duration, start time, and end time. Users can customize these settings according to their specific requirements, ensuring that time-related operations within the system align with their preferences and business needs. This functionality enhances flexibility and efficiency in managing time-related aspects of the system.

Time Slot

The Time Settings feature allows users to configure various time-related parameters, such as time duration, start time, and end time. Users can customize these settings according to their specific requirements, ensuring that time-related operations within the system align with their preferences and business needs. This functionality enhances flexibility and efficiency in managing time-related aspects of the system.

Time Tracker Medium

The Time Tracker Medium feature enables users to customize options for the time tracker medium according to their specific requirements. Users can add, update, and manage options to align with their business processes. These customized options will be displayed on the time tracker form, ensuring consistent selection options and efficient time tracking throughout the system.

Time zone

The Time Zone feature allows users to adjust their time zone settings according to their location or preferences. By changing the time zone, users ensure that time-related information across all modules is displayed accurately based on their chosen time zone. This customization enhances user experience and ensures that time-related data is presented correctly throughout the system.

Vendor Extra Field

The Vendor Extra Field feature empowers users to add and update additional fields within the vendor form, enhancing data capture capabilities. Users can customize these extra fields to include relevant information specific to their vendor management needs. This functionality allows for comprehensive vendor management by accommodating additional data fields as required.

Vendor Rename

The Vendor Rename feature enables users to change the title of a vendor to any desired name. This change is reflected across all sections and modules where the vendor's name is displayed, ensuring consistency throughout the system. This functionality offers flexibility in vendor management and allows users to adapt the system to their specific terminology or naming conventions.

Vendors Archive

The Vendors Archive feature ensures that deleted vendor records are stored in an archive folder for future reference. Users have the option to permanently delete archived vendors or restore them as needed. This functionality provides a safety net against accidental deletions and facilitates efficient management of vendor data.

SMS Credential

The SMS Credential feature allows users to set up their SMS credentials in the system settings. Once configured, users can send SMS messages using third-party messaging services. This functionality enables users to send messages for various purposes, such as appointment reminders through the appointment planner, enhancing communication and engagement with clients or team members.

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