Module Settings

#Feature Description

Projects-Manage and track projects, timelines, team assignments, and milestones. Essential for collaboration and delivery.

**Tickets-**Handle support requests or internal issues through a structured ticketing system. Useful for service desks and client support.

Invoices-Create, send, and manage invoices for clients. Tracks payment status and due dates.

**Estimates-**Generate and share cost estimates or quotes with clients before invoicing. Helps set project expectations.

Events-Schedule meetings, deadlines, or company-wide events. Can sync with calendars and send reminders.

**Messages-**Internal communication system for sending direct or group messages within the platform.

Tasks-Assign and track tasks tied to projects or departments. Includes due dates, status, and priorities.

Time Logs-Log hours spent on tasks/projects for time tracking, payroll, or billing purposes.

Contracts-Store, manage, and track client or vendor contracts including signing status and expiration dates.

Notices-Broadcast announcements or important updates to teams or departments. Replaces email blasts for internal use.

Payments-Record and track payments made by clients, including linking to invoices or orders.

Orders-Manage product or service orders, track fulfillment, and maintain order history.

**Knowledge Base-**Centralized library of help articles, SOPs, FAQs, and documentation for internal or client use.

Clients-Access to client profiles, contact details, history, and associated projects or invoices.

**Employees-**Manage employee records, profiles, roles, departments, and onboarding information.

Attendance-Track clock-ins, clock-outs, and working hours of employees. May include leave or break logging.

Expenses-Submit and track business expenses, approvals, and reimbursements. Useful for budgeting.

**Leaves-**Submit, approve, and manage employee leave requests (vacation, sick days, etc.).

**Leads-**Manage potential clients or sales opportunities, track stages, and assign to agents.

Holidays-Maintain a calendar of company holidays for scheduling and HR purposes

Products-Manage product listings, SKUs, inventory, pricing, and categorization.

Reports-Generate analytics and reports across modules (finance, HR, sales, etc.) for insights and decision-making.

**Bank Account-**Manage company bank details and view transactions linked to payroll, invoices, or expenses.

**Payroll-**Calculate salaries, generate payslips, and manage salary payments and records.

Purchase-Track company purchases, vendor orders, and related documentation. Useful for procurement.

**Assets-**Manage inventory of company-owned assets like laptops, phones, and furniture.

**Recruit-**Handle recruitment processes including job postings, applicant tracking, and hiring workflows.

#Access Control

Grant access to specific modules for different user roles: Admin, Employee, and Client.

Example

FeatureAdmin AccessEmployee AccessClient AccessEnable/DisableProjects✓✓✓[Enable/Disable toggle]Tickets✓✓✓[Enable/Disable toggle]Invoices✓✓[Enable/Disable toggle]Estimates✓✓[Enable/Disable toggle]Events✓✓✓[Enable/Disable toggle]Messages✓✓✓[Enable/Disable toggle]Tasks✓✓[Enable/Disable toggle]Time Logs✓✓[Enable/Disable toggle]Contracts✓✓[Enable/Disable toggle]Notices✓✓✓[Enable/Disable toggle]Payments✓[Enable/Disable toggle]Orders✓[Enable/Disable toggle]Knowledge Base✓✓✓[Enable/Disable toggle]Clients✓[Enable/Disable toggle]Employees✓[Enable/Disable toggle]Attendance✓✓[Enable/Disable toggle]Expenses✓✓[Enable/Disable toggle]Leaves✓✓[Enable/Disable toggle]Leads✓✓[Enable/Disable toggle]Holidays✓✓[Enable/Disable toggle]Products✓✓[Enable/Disable toggle]Reports✓✓[Enable/Disable toggle]Bank Account✓[Enable/Disable toggle]Payroll✓[Enable/Disable toggle]Purchase✓[Enable/Disable toggle]Assets✓[Enable/Disable toggle]