Customer Support & Knowledge Center
Get immediate, step-by-step assistance for all modules (CRM, HRMS, ERP, Invoicing) and roles (Super Admin, Company Admin, Manager, Employee) with zero token costs.
How to Clock In / Punch In for Daily Shifts
Staff members need to record their daily shift start or end time.
Step-by-Step Resolution:
- Click the green "Punch In" button in the top navigation bar at any time.
- Alternatively, navigate to the Attendance Tracker at `/hrms/attendance`.
- Click "Punch In Now" to capture your exact timestamp and set your status to Present.
- At the end of your shift, click "Punch Out" to compute your net working hours for payroll.
If punching in after your scheduled start time, the platform automatically flags the shift as "Late".
How to Approve or Reject Leave Applications
Managers need to review, approve, or decline employee leave requests.
Step-by-Step Resolution:
- Open the HRMS Portal at `/hrms`.
- Scroll down to the "Leave Requests & Time-Off Approvals" section.
- Review the employee reason, duration, and leave type (Sick, Casual, Annual).
- Click the green checkmark button to "Approve" or the red cross button to "Reject".
- The employee balance and status updates immediately.
Approved leaves automatically reflect in the monthly payroll summary.
How to Add a New Employee to Your Organization
Company Admins need to onboard new hires and assign departments/roles.
Step-by-Step Resolution:
- Go to `/hrms` and click the "+ Add Employee" button in the top right.
- Fill in First Name, Last Name, Department, Designation, and Work Email.
- Specify the monthly compensation for automatic payroll tracking.
- Click "Create Employee Record" to assign an automated employee ID (e.g. EMP-005).
Ensure your total employee count does not exceed your active SaaS plan user quota.
How to Create and Qualify Inbound Leads
Sales representatives want to log and qualify new prospective clients.
Step-by-Step Resolution:
- Open the CRM Hub at `/crm`.
- Click "+ Add New Lead" in the top action bar.
- Enter the contact name, company, email, phone number, and estimated deal value.
- Use the quick status dropdown to advance leads from "New" to "Contacted" or "Qualified".
- Qualified leads can then be moved to the Deal Pipeline.
Leads captured by our Lead Assistant are automatically tagged and scored as Hot or Warm.
How to Move Deals Across the Visual Kanban Pipeline
Managing stages from Meeting to Proposal, Negotiation, and Won Deals.
Step-by-Step Resolution:
- Navigate to the Deal Pipeline at `/crm/pipeline`.
- Review column totals (e.g., Discovery, Proposal Sent, Negotiation, Closed Won).
- Click the right arrow button on any deal card to instantly promote it to the next sales stage.
- Click "Mark Won" when the client contract is executed to add revenue to the dashboard.
Each stage includes win probability metrics that calculate weighted pipeline forecasting.
How to Create and Issue a GST-Compliant Tax Invoice
Generating customer bills with automated 18% GST calculation and tracking payments.
Step-by-Step Resolution:
- Open the Invoicing portal at `/erp/invoices`.
- Click "+ Create Invoice".
- Enter customer name, billing address, issue date, and itemized subtotal.
- The platform automatically computes 18% GST (9% CGST + 9% SGST) and assigns a unique number (`INV-2026-00X`).
- Mark the invoice as "Paid" once settlement is received to update your revenue metrics.
Marking an invoice as Paid instantly increases the "Collected Revenue" on the Executive Dashboard.
How to Manage Warehouse Stock and Low-Stock Warnings
Tracking SKU quantities and responding to automated replenishment thresholds.
Step-by-Step Resolution:
- Open Inventory Management at `/erp/inventory`.
- Inspect the "Low Stock Alert" banner for any SKUs below their reorder threshold.
- Use the `+` and `-` quick adjustment buttons to update physical counts during warehouse audits.
- Click "+ Add New Item" to register new product SKUs, categories, and unit costs.
Items with stock below min_stock_level trigger an alert on the Executive Dashboard.
How to Upgrade Plan or Change Billing Cycle (Monthly / Annual)
Upgrading user seat quotas or switching to annual billing to save 20%.
Step-by-Step Resolution:
- Go to SaaS Subscription & Billing at `/settings/billing`.
- Toggle between "Monthly Billing" and "Annual Billing (Save 20%)".
- Review the tier differences (Starter $49/mo, Growth $129/mo, Enterprise $349/mo).
- Click "Upgrade Plan" or "Switch to Annual" to initiate the secure Stripe checkout flow.
All upgrades immediately expand your maximum employee user seat capacity.
How Row-Level Security (RLS) Protects Your Company Data
Can one tenant organization ever view another organization’s records?
Step-by-Step Resolution:
- Every database table in our PostgreSQL engine is enforced with Row-Level Security (RLS).
- Every query automatically appends a filter: `WHERE tenant_id = current_tenant_id()`.
- Even if an API request is manually forged, the database engine drops the request at the kernel level if the tenant_id does not match the active auth token.
- No data cross-contamination is mathematically possible.
Audit logs and tenant UUID isolation can be reviewed under `/settings`.
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