Dashboard
?
Today's Revenue
₹—
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Pending Dues
₹—
invoices pending
This Month
₹—
revenue
Total Revenue
₹—
all time
Low Stock Items
need reorder
Total Customers
total
Revenue — Last 7 Days
Recent Invoices
CustomerAmountStatus
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Low Stock Alerts
ProductStockMin
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Top Customers
NameRevenue
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AI Insights
Analyzing your business...
🤖 AI Business Assistant
— AI msgs used
Hello! I'm your AI business assistant. Ask me anything about your business — sales, stock, customers, GST, or growth advice.
Invoice #CustomerDateAmountStatusActions
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Pending Dispatch
ready to send
Out for Delivery
on the way
Delivered Today
completed
Route Clusters
areas with 2+ deliveries
🚚 All Deliveries
Invoice #CustomerAddressDelivery PersonStatusTrafficActions
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📍 Delivery Map
🗺️
Map loads when deliveries are added
Quot #CustomerSubjectDateValid UntilAmountStatusActions
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NamePhoneCityTypeRevenueOrders
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ProductCategoryPriceStockStatus
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DescriptionCategoryVendorDateAmount
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🔒

📈 Analytics — Starter+

Full P&L, revenue charts, top customers and sales analytics are available on Starter plan and above.

See all plans
Revenue
₹—
Expenses
₹—
Profit
₹—
Invoices
Daily Revenue
Top Customers
CustomerRevenue
Top Products
ProductQty SoldRevenue
🔒

🧮 GST Reports — Starter+

GSTR-1 summary, HSN-wise reports and tax filing exports are available on Starter plan and above.

See all plans
GST Summary
🔒

📣 AI Marketing — Growth+

AI-written festival offers, bulk WhatsApp campaigns and new arrival messages. Available on Growth plan and above.

See all plans
🤖 AI Marketing Content Generator
🔒

👨‍💼 Staff Management — Growth+

Add staff, track attendance and manage roles. Available on Growth plan and above.

See all plans
👨‍💼 Staff Members
NameRolePhoneSalaryJoin DateActions
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Daily
📒 Day Book
📝 Journal
Reports
📊 P&L Statement
💸 Cash Flow
⚖️ Balance Sheet
🧾 Trial Balance
Ledgers
👥 Party Ledger
📋 Chart of Accounts
GST Returns
🧮 GSTR-1
🔄 GSTR-2A/2B Recon
📑 GST Summary
Registers
🛒 Purchase Register
📌 TDS Register
Tools
⬇️ Export Data
📒 Day Book
Money In
Money Out
Net
DateFlowCategoryPartyReferenceAmountStatus
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🏢 Business Profile
🏪
Business Logo
Shown on invoices & PDF. Max 2MB.
🔐 Change Password
💳 Current Plan
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🏦 Bank Details (shown on invoices)
🧾 Invoice Defaults
e.g. 5GEN → generates 5GEN/00001/26-27
Leave blank to auto-count from existing invoices
Next invoice will be: 5GEN/00488/26-27
⚠️ Danger Zone
Delete Account
Permanently delete your account and all business data. This cannot be undone.
🔒

📱 WhatsApp Bot — Growth+

Automated WhatsApp replies, invoice sharing and payment reminders. Available on Growth plan and above.

See all plans
Total Sent
Invoices Sent
Reminders Sent
This Month
📱 WhatsApp Message History
Date & Time Customer Phone Type Invoice # Status Message Preview
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All your records in one place
📋 Records
NameAge/GenderPhoneBlood GroupLast VisitCondition/NotesActions
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Today's Appointments
Completed
Pending
📅 Appointments
PatientDate & TimeDoctor/StaffTypeStatusFeeActions
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Manage your services & pricing
✂️ Services & Pricing
Service NameCategoryDurationPriceStaffActions
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Total Tables
Available
Occupied
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🍽️ Menu Items
ItemCategoryPriceVeg/Non-VegAvailableActions
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Total Jobs
In Progress
Completed
Pending Pickup
🔧 Job Cards
Job #CustomerDevice/ItemIssueTechnicianStatusChargesActions
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Store customer measurements for quick repeat orders
📏 Customer Measurements
CustomerTypeChestWaistHipLengthNotesActions
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🛒 Purchase Orders
PO #SupplierItemsTotal AmountDateStatusActions
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Manage your team members
👥 Employees
NameDesignationDepartmentPhoneEmailJoinedActions
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Click a room to toggle its status
🚪 Meeting Rooms
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Track all company assets
💻 Asset Management
AssetCategorySerial No.Assigned ToPurchase DateValue (₹)StatusActions
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Manage all client cases and projects
📁 Cases / Projects
Case #ClientTypeDescriptionAssigned ToStatusFee (₹)Actions
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Track billable hours for each client
⏱️ Time Tracking & Billing
DateClientTask DescriptionHoursRate (₹/hr)Amount (₹)Actions
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All your members in one place
👤 Members
NamePhoneEmailMembership TypeJoin DateExpiryStatusActions
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📅 Class Schedule
Class / SessionInstructorDay(s)TimeDurationCapacityFee (₹)Actions
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🎫 Membership Plans
Plan NameDurationPrice (₹)FeaturesActive MembersActions
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All enrolled students
🎓 Students
NamePhoneBatchSubjectFee (₹)Fee StatusEnrolledActions
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📚 Batches
Batch NameSubjectTimingDaysTeacherStudentsFee (₹)Actions
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Mark and view attendance
Present Today
Absent Today
Attendance %
✅ Attendance Records
StudentBatchDateStatusNotes
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Total Listings
Available
Sold / Rented
Active Leads
🏠 Properties
PropertyTypeLocationArea (sq.ft)BHKPrice (₹)StatusActions
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Track all buyer & seller leads
🎯 Leads / Inquiries
NamePhoneRequirementBudget (₹)PriorityStatusAssigned ToActions
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📅 Site Visits
ClientPropertyDateTimeAgentFeedbackStatusActions
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