Getting started in ten minutes
Sign up with your mobile number, enter your company and GSTIN, and choose a sample catalogue. Open Catalogue to change rates, then press + and New quote.
Help centre
Short answers for getting started. Ask us on WhatsApp for anything else.
Adding your own rates
Catalogue, Series: change the rate per sq.ft for each opening type, or switch the series to cutting-list, weight or metre costing. Prices update on new quotes at once; sent quotes keep their prices.
Sending a quote on WhatsApp
Open the quote and press Send. Choose WhatsApp to share a live link: your customer sees the drawings, can choose options, and accepts with a signature.
Discount limits and approvals
Settings, Pricing limits sets how much each role or person can discount. Above the limit, the quote waits for an approval from someone with a higher limit.
From accepted quote to invoice
An accepted quote becomes an order in one tap. Move it through the Job Journey, then raise a tax invoice for an advance, a stage or the balance.
Recording payments
Payments, Record: UPI, cash, bank transfer or cheque. Payments settle the oldest invoices first unless you choose. Bounced cheques re-open what they paid.
Stock and purchase
Inventory lists every item with stock, reserved and on order. Converting a quote reserves its materials; the morning digest lists what is low.
Exporting your data
Every list exports to Excel, and Reports has GSTR-1 and registers. Your data is always yours, even if the account is read-only.
Two-step verification
Settings, Security: add an authenticator app. Owners can require it for everyone.