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
Product ↕Code ↕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
ReferenceCustomerTypeAmountDateDue DateStatusActions
📦 Top Products
📈 Monthly Revenue
💰 Payment Follow-up Summary

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📄 Quotation Pipeline

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📥 Export Data
🏢 Company Information
📧 Email Configuration (for sending notifications)

Configure your own Gmail to send payment reminders, quotations & AMC alerts from your business email address.
Requires a Gmail App Password — enable 2-Step Verification in your Google account, then go to Security → App Passwords and generate one for "Mail".

🏦 Bank Details (for invoices)
📋 AMC Settings
Show alert when AMC expires within these many days (default 7)
📦 AMC Packages

Define AMC plans your customers can subscribe to. These will appear as options when creating AMC contracts.

🔑 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