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Module guides

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Dashboard

  • menu_book

    Understanding the Engineer Dashboard

    See your site's stock and material activity at a glance: stock on hand, today's inward and outward entries, pending GRNs, due invoices and open quotations. Track material usage, low-stock items and GST collections in one place.

    schedule3 min
  • menu_book

    Understanding Your Dashboard

    See your business at a glance: today's leads, follow-ups, site visits, bookings, revenue and dues. Track your project's units, the lead pipeline, sales performance and upcoming site visits in one place.

    schedule3 min
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Essentials

rocket_launchGetting Started
  • Understanding the Engineer Dashboard
  • Understanding Your Dashboard
tuneSetup & Configuration
manage_accountsTeam & Access

Modules

groupLeads & CRM
chatWhatsApp & Chatbot
campaignMarketing & Campaigns
apartmentProjects & Inventory
event_availableBookings & Agreements
handshakeChannel Partners
perm_phone_msgCalls & IVR
paymentsPayroll & Incentives
engineeringConstruction

System

bar_chartAnalytics & Notifications