Branch

Penalise & reschedule

Edit task

📷 Photo proof
🎙 Audio recording
Appears on return day if not done during leave

Task history

Penalty breakdown

Add a task

Assign to branches or specific people

📷 Photo proof
🎙 Audio recording
Appears on return day if not done during leave

Add a person

They'll use their PIN to access their checklist

Each person must have a unique PIN. You can change or remove it instantly from this page if they leave.

Edit person

New digital card

Only name and designation are required.

This becomes the QR link. Lowercase letters, numbers and hyphens only.

Add leave

Directly approve leave for a manager

Add a task

Visible to the owner on their dashboard

Request leave

Your request will be sent to the owner for approval

Your leave request will be sent to the owner for approval. You cannot request leave for past dates. Once approved, no penalties will apply on your leave days.

Sales Settings

Manage recipients, monthly targets and working days calendar

Recipients Targets Working Days Send Log Summary
Recipients

Edit Recipient

Update name, number and Chatwoot contact ID

Name
WhatsApp Number
Chatwoot Contact ID
Active

Manager Incentive & Travelling

Generate the month, review every figure, split the cheques, export.

Dashboard Review & edit GL detail Config

Performance

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