Revenue Overview (Monthly)
Jobs by Service Type
Recent Service Jobs
Stock Alerts
Recent Quotations
Recent Payments
Monthly Revenue Trend
Service Types Distribution
Top Customers by Revenue
Invoice Status Overview
Stock Value by Category
Project Progress Summary
Manage leave requests for all staff
Track and approve staff expense claims
Company Information
Payment Accounts
System Preferences
Auto-generate Certificates
Issue calibration certificate automatically on payment
Low Stock Alerts
Show dashboard alerts when stock falls below minimum
Overdue Invoice Alerts
Flag invoices unpaid after 30 days
16% VAT Default
Apply VAT by default on new invoices
Project Notifications
Notify lead when task progress updated
Audit Log
Data Management
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Customer Registry
| # | Company / Name | Contact Person | Phone | KRA PIN | Type | Added | Actions |
|---|
System Users & Access Control
| # | Name | Username | Department | Area Access | Status | Actions |
|---|
0
Total Items
0
Low Stock
0
Out of Stock
0
Stock Value (KES)
Stock Inventory
| Code | Description | Category | Unit Price (KES) | Qty in Stock | Min Stock | Status | Actions |
|---|
Service Job Management
| Job # | Customer | Equipment | Category | Service | Assigned To | Date | Status | Payment | Actions |
|---|
Quotations
| Quote # | Customer | Date | Amount (KES) | Status | Actions |
|---|
Invoices
| Invoice # | Customer | Job Ref | Date | Amount (KES) | VAT | Status | Payment Ref | Actions |
|---|
VAT Receipts & Payments
| Receipt # | Customer | Invoice # | Date | Payment Method | Reference | Total (KES) | Actions |
|---|
Calibration Certificates
| Cert # | Customer | Make / Model | Serial No | Category | Issue Date | Valid Till | Engineer | Auto-Generated | Actions |
|---|
| Machine ID | Name / Description | Category | Rate/Day (KES) | Status | Total Hires | Total Income | Actions |
|---|
Machines currently out on hire.
| Hire # | Machine | Customer | Contact Person | Start Date | Expected Return | Days Out | Accrued (KES) | Status | Actions |
|---|
| Hire # | Machine | Customer | Start Date | Return Date | Days | Rate/Day | Total (KES) | Status | Actions |
|---|
Project Timeline
My Assigned Tasks