Job Management

  • Create Job Cards
  • Follow-up Pending Jobs
  • Bucket System of Job Management
  • Sort & filter Job cards
  • Create Saved Filters for frequently used lists
  • Recurring Jobs Module to monitor repeated Jobs
  • Star / Flag mark selected Jobs
  • Create checklist and ensure proper completion
  • Built in Powerful search engine

Billing / Receivables Management

  • Generate Invoices / Receipts
  • Follow up Receivables with SMS/Email
  • Create Invoices from Job Card
  • Create Multiple Billing Unit as per choice
  • Auto calculate CGST/SGST/IGST in bills
  • Send bills/receipts/ledger to client directly
  • Filter unbilled jobs to prevent revenue leakage

Client/Contact Management

  • Create / Edit Clients
  • Create Client Groups
  • View Client List in desired styles
  • Send mass messages to single/multiple/all/filtered clients
  • Option to send SMS or Email directly from the software
  • Detailed filters to shortlist clients
  • Separate Contacts list for Vendors & Govt Offices

Message Center

  • Send Job related messages to team members
  • Auto Alerts to associated staff for Job comments in Job cards
  • Send Auto alerts for Job completion to associated staff
  • Send professional emails to clients using templates
  • Send Bulk/filtered/individual SMS to clients
  • Save frequently used letter templates for printing

Timesheet & Staff Management

  • Maintain Staff Profile
  • Store Biodata of staff
  • Quick Timesheet updation by staff
  • Job Costing based on Staff Hourly rate
  • Generate Staff-wise billing reports
  • Manage and view timesheets
  • Detailed Security Permissions

Reports & MIS

  • Client wise/Groupwise/Age-wise receivables
  • Client Ledger/Group ledger
  • Exception Reports like unbilled jobs
  • Billing summary-Year-wise, Staff-wise, Job type-wise
  • GST Reports for efiling
  • TDS Reports for reconciliation with 26AS
  • Timesheet Reports with detailed filters
  • Daily Auto email of critical backup data in Excel