Tick only the fields you want to change. Everything unticked stays exactly as it is on each product — this never blanks a field you didn't ask about. There is no undo.

Name, sale price, MRP and purchase price aren't here — one shared value for those would be wrong on every product but the first.

Tick only the fields you want to change. Everything you leave unticked stays exactly as it is on each customer — this never blanks a field you didn't ask about. There is no undo, so if you want a copy first, close this and use Export to Excel on the same selection.

Name, mobile, email, serial number, GSTIN and the birthday/anniversary dates are deliberately not here — one shared value for those would be wrong on every record but the first.

Days a year for each kind of leave, and whether they build up month by month or arrive all at once.

How long something is allowed to sit before it is raised. Zero raises it straight away; switch one off to stop watching it altogether.

They can sign in with this username/password and change it themselves afterward. Role Type controls which targets show up for them.

A Manager has every right a Super User has, except Clear All Data. Only the Super User account can create or remove Manager accounts.

Quotations, Sales, and Sales Returns created by Account Managers wait here until a Super User or Manager approves them. Approving a Quotation or Sale automatically sends it to the customer via WhatsApp. Leave / Late requests are also approved here.

Sunday is always a paid holiday automatically. Add festival dates here — they're excluded from working-day counts for salary, and attendance reminders won't fire on these dates.

For when someone's login/logout was missed by the app. Fill one day, or a whole date range at once. This doesn't send any WhatsApp alerts, and doesn't need a selfie or location.

Waits for Super User or Manager approval. If approved, you won't get check-in/check-out reminders for that date.

Set a new password for .

Travel km comes from automatic GPS tracking during Check-In/Check-Out (foreground only), or can be entered by hand via Attendance & Salary → Manual Entry.

Leave all three off unless the business is actually registered for them — they change what reaches the AM's hand. PF is charged on basic, so the percentage above decides how much is deducted. Confirm the current rates and your local Professional Tax slabs with your accountant before the first live payroll.

Renaming updates every customer, call, lead, sale, quotation, task, and message already linked to them.

Changing your name updates it everywhere it's shown — Team Attendance, chat, notifications, and reports.

Your pay for today is based on which one you pick.

Check In

Take a quick selfie to mark your attendance.

📍 Getting your location…

Direct Visit

A quick photo and location as proof of the in-person visit.

📍 Getting your location…

Paste back what the portal returned after the upload. The IRN and acknowledgement number are what make this a valid tax invoice, and they get printed on it.

Once generated on the portal, paste what it returned:

Figures for one month. Leave a box empty to say no budget was set for it — that is not the same as a budget of nothing, and the report shows the difference.

These tasks are created automatically every day for the assigned person — e.g. "Post 5 Reels" or "Make 1 Poster" for Social Media, "Check website backups" for a Developer. Completing them counts toward the monthly task target and earns the linked task-type incentive.

Define task categories (e.g. Instagram Post, YouTube Video, Website Development, App Development) and how much incentive completing one is worth.

The units of measure offered on every purchase, sale, quotation and order line, and on the Product master. Starts with just PCS and BOX — add whatever else your bills actually use.

The list of marketing channels/sources offered when adding a Lead — used to track which channels bring in the most leads (see the "Lead Source Performance" report).

Turns a beat into dated visit tasks — one per customer, spread a few a day, landing in each Account Manager's task list. Sundays and paid holidays are skipped.

The towns offered when adding a customer or a lead. A town typed anywhere already appears here, so nothing needs adding twice — what this is really for is Rename, which settles on one spelling and moves every customer filed under the others onto it.

A beat is the towns covered in one run — Ranipet, Arcot, Walaja and Timiri together, for instance. Group them here and a visit plan can be built a beat at a time instead of a town at a time. Towns are matched however they were typed, so Arcot and arcot count as one.

A referral saved here is automatically assigned to you as the Account Manager who handled this call. If they later become a customer with a successful first sale, they'll show up under Sales → Referral Commissions for the admin to approve a commission or gift.

Sale Saved

Reads your BUSY data through BusyNotify — customers, outstanding bills, products and the sales/purchase registers. Read-only: nothing in the CRM can change your BUSY books.

Which service sends the CRM's WhatsApp messages. Each one keeps its own details, so you can switch back and forth without re-entering anything.

Powers Scan Purchase Bill (reading a bill from a photo or PDF) and the AI Chat Assistant. Pick whichever service you have an account with.

Applies every time you print or save a Sale/Quotation as PDF, both right after saving and when reprinting from the Sales/Quotations table.

Thermal paper always uses a simple receipt-style layout — no design choice needed.

Good morning, Name!

All the best for today! 🎯

Wrapping up for today

Thanks for helping us grow today! 🙏

Good morning, Team Overview

Choose the month you are filing for. The file downloads with one sheet per section.

Applies to this report's preview and every export (Excel, PDF, Email, WhatsApp).

Sizes for common thermal label printers (e.g. TVS LP46) vary by the label roll loaded — adjust to match yours.

Warm, no-sales-ask WhatsApp messages sent automatically to every customer — on festival dates you set, and on each customer's yearly anniversary of becoming a customer (needs their "Customer Since" date filled in on the customer record).

Purchases logged from this vendor on or after the As Of date add to this balance — purchases already reflected in the opening figure shouldn't be entered again.

Setting a section puts this vendor on the TDS threshold watch under Finance → TDS. Without a PAN the rate is 20% under section 206AA, so it is worth collecting. Deductee type only changes the 194C rate (1% for an individual, 2% otherwise).

This is a GST tracking and reporting layer inside the CRM — BUSY stays your actual books of record and the system you file returns from. This profile is what the CRM compares against each customer's/vendor's state to decide CGST+SGST (same state) vs IGST (different state) automatically.

Every WhatsApp message the CRM sends — reminders, booking confirmations, task alerts, everything — is logged here. Most send instantly. A Failed message is NOT retried automatically (to avoid sending it twice) — fix the underlying issue if there is one (e.g. a bad mobile number on the customer record) and click Resend, or follow up with them directly.

Find this under "Ask for reviews" in your Google Business Profile.

Every Account Manager check-in/check-out sends a quiet WhatsApp alert here, and to every registered Manager's mobile number.

Distance is tracked automatically between Check-In and Check-Out while the CRM stays open (foreground GPS only — not while the app is closed or the screen is off). Leave at 0 to not calculate a travel allowance.

Payment (UPI QR)

UPI ID

Payee Name

Bank Name

Account Number

IFSC Code

Save your UPI ID above, then this QR code updates automatically — customers can scan it to pay directly.

These are daily targets and apply to every Account Manager by default (each can be overridden individually from Account Managers → Targets & Incentive). Weekly and monthly targets are calculated automatically.