📱 ADD MOBILE LINEDu / Etisalat monthly bills and overuse
MOBILE LINES & OVERUSE
| Mobile no | Staff | Plan | Billed | Overuse | Reason | Period |
|---|
🏢 ADD SUPPLIER / DISTRIBUTORsales team can add and edit
SUPPLIER & DISTRIBUTOR DIRECTORY
| Company | Type | Payment terms | Contact | Phone | Role | Products / Remarks |
|---|
📦 ADD STOCK ITEMsales team can add and update quantities
STOCK COUNT
| Location | Brand | Item | SKU | Qty | Unit price | Value | Vendor | Resource |
|---|
📋 MY TASKSbuilt from live data ·
💡 INSIGHTSgenerated live from your data ·
🔗 DATA FLOW HEALTHchecks that data reaches the screens your team uses
💸 LOG A PAYOUTORC, rebates and credits owed to customers
PAYOUT REGISTER
| Date | Customer | Type | Amount | Reference | Narration | Pay by | Status |
|---|
🚗 ADD VEHICLEEMI schedule, insurance and registration
VEHICLE REGISTER
| Vehicle | Driver | Monthly EMI | Paid / Term | Outstanding | Insurance | Registration | Spent to date |
|---|
🔧 LOG A COSTEMI, service, insurance, fuel, fines · posts to Overheads
COST HISTORYEMI and maintenance
| Date | Vehicle | Type | Amount | Vendor | Odometer | Note |
|---|
🤝 ADD VENDOR TO THE PLANfrom your supplier directory
VENDOR PLAN
| Vendor / focus | Tier | Owner | Target | Open deals | # | Stock held | Last contact | Next |
|---|
📋 LOG ACTIVITYmeetings, deals and stakeholders
ACTIVITY AND DEALSmost recent first
| Date | Vendor | Type | Stakeholder | Deal | Value | Stage | Note |
|---|
🚚 PLAN A MOVEMENTentered by Iyeswariya or Rinsha · verified with Angad weekly
📋 WEEKLY REVIEW WITH ANGADgo through these together, then mark verified
MOVEMENT LOG
| Date | Customer | Purpose | Reference | Cheque no | Cheque amt | Mode | Actual cost | Status | Verified | Missing |
|---|
📈 DELIVERY COST BY CUSTOMERwhat each customer costs you to serve
📈 CASH RUNWAY — NEXT 4 MONTHSlive from receivables, cheques and bank
📆 CASH CALENDARgreen money in · amber below buffer · red negative
📅 DAILY CASH PLAN
🏦 RECORD A LOAN DRAWDOWNshort term loan against invoices
LOAN REPAYMENT PLANeach drawdown against the forecast balance at its deadline
📅 COLLECTION PLANNERset an expected date and confidence on every open invoice — this drives the cash forecast
| Customer / invoice | Open | Due | Expected payment | Confidence | Mode | What they said | Updated | Sales |
|---|
📁 ADD PROJECT
ACTIVE PROJECTSclick any field to edit
| Project | Owner | Stage | Value | Days worked | Hours | Last activity | Due | Status |
|---|
📅 ACTIVITY CALENDARprojects down the side, days across the top
✍️ LOG TODAY'S WORKwhat was done on which project
ACTIVITY LOGmost recent first
| Date | Project | Type | What was done | Hrs | Who |
|---|
0Incoming due 7 days
0Outgoing due 7 days
0Net position 7 days
0Expenses this month
0Net this month
NEXT 7 DAYS — EXPECTED CASH MOVEMENTcheques due + recurring expenses
MONTHLY VIEW
UPCOMING CHEQUES — NEXT 30 DAYS
| Due | Days | Party | Cheque | Amount | Direction | Status |
|---|
EXPENSE BREAKDOWN — THIS MONTH
INCOMING vs OUTGOING BY DATEselect the period
⬇ INCOMING — MONEY COMING IN
| Due | When | Customer | Cheque | Bank | Amount | Status | Notes |
|---|
⬆ OUTGOING — MONEY GOING OUT
| Due | When | Supplier | Cheque | Bank | Amount | Status | Notes |
|---|
0Incoming open
0Outgoing open
0Due 7 days
0Bounced
0Total
＋ ADD CHEQUE
| Due | Party | Cheque no | Bank | Amount | Status | Notes |
|---|
——
0Spent today
0This week
0This month
0Daily average
0Entries
＋ LOG AN EXPENSEeverything is searchable
📊 EXPENSE TOTALS
| Group | Entries | Share | % | Total |
|---|
Respects the date range selected below
| Date | Category | Description | Amount | VAT | Paid by | Spent by | Logged by |
|---|
——
MONTHLY FIXED COSTSrent, utilities, phone lines, subscriptions
Creates one expense entry per item. Safe to press twice — it will not duplicate.
| Cost | Category | Vendor | Account / number | Amount | Day | Paid by | This month | Active |
|---|
＋ ADD A FIXED COST
＋ RECORD CASH TAKEN OUT / FUNDEDbank is the default source · sales@ and accounts@ can add · only sales@ deletes
CASH SOURCES
ALL CASH MOVEMENTS
| Date | Source | Amount | Person | Reference | Note | Added by |
|---|
Each withdrawal moves money from bank into cash in hand. Expenses paid in cash then reduce that, leaving the unspent balance shown above.
0Visits today
0Engineers active
0Hours today
0Pending
0Blocked
☀️ MORNING BRIEF
—
👷 ENGINEER LISTnames here appear in the dropdown
＋ LOG A VISIT
REPORTS
—
| Date | Engineer | Site | Type | Hrs | Status | Note |
|---|
—
0Overdue follow-ups
0Due today
0Due this week
0Contacted today
TODAY'S CALL LIST — LONGEST UNCONTACTED FIRST
| Customer | Owner | Last | Days | Note | Stage | Action |
|---|
LOG ACTIVITY — SETS NEXT REMINDER
＋ ADD CUSTOMER
| Customer | Contact | Phone | Owner | Stage | Last | Next | Touches |
|---|
—
AUTOMATIC DAILY BACKUP
Once a day, on first login, both backup files download by themselves.
One-time setup so they land in Drive:
- Install Google Drive for desktop and sign in.
- Create AZT Backups/Daily in Drive.
- Chrome: Settings → Downloads → Change → pick that folder. Turn off "Ask where to save each file".
- Come back here and switch automatic backup on.
From then on, opening the hub each morning backs the system up to Drive with no clicks.
DAILY BACKUPkeep a copy outside the system
The daily routine — two minutes:
- Click Download Excel backup — every module in one workbook, readable by anyone.
- Click Download data file — the exact snapshot needed to restore the hub.
- Open your Google Drive Backups folder and drop both files in.
Keep the last 30 days. The Excel file is for reading and audit; the .json file is what actually restores the system.
ARCHIVE OLD RECORDSkeeps the server light — supervisor only
Only finished records move: cleared or cancelled cheques, fully settled invoices, past expenses, completed engineer visits, old bank lines and log entries. Anything still open stays put. You get an Excel copy and a .json copy first — save both to Drive — and only then are they removed from the live system.
RESTORE FROM BACKUPsupervisor only
Restoring replaces everything for the whole team. Take a fresh backup first so you can undo it.
MAKING IT AUTOMATIC
Option A — Drive Desktop (recommended, free, 5 minutes)
Install Google Drive for desktop, set your browser download folder to a synced Drive folder. Then every backup you download lands in Drive automatically. No further work.
Option B — Email to Drive
Have the backup emailed to a Gmail address and use a Google Apps Script rule to file attachments into Drive. Needs the server plugin extended with a scheduled job.
Option C — Direct Drive upload
A Google service account writing straight to Drive on a schedule. Fully hands-off, but needs credentials installed on the server.
Install Google Drive for desktop, set your browser download folder to a synced Drive folder. Then every backup you download lands in Drive automatically. No further work.
Option B — Email to Drive
Have the backup emailed to a Gmail address and use a Google Apps Script rule to file attachments into Drive. Needs the server plugin extended with a scheduled job.
Option C — Direct Drive upload
A Google service account writing straight to Drive on a schedule. Fully hands-off, but needs credentials installed on the server.
👤 WHO IS DOING WHAT
ACTIVITY LOG — WHO DID WHAT
| When | User | Area | Action |
|---|
💵 EXPECTED CUSTOMER PAYMENTSlog what is coming in and how
| Customer | Invoice | Mode | Expected on | Amount | Reference | Status |
|---|
UPLOAD RECEIVABLES LISTInvoice # · Customer · Date · Due Date · Amount · Amount open · Status · Sales Man
Re-uploading refreshes amounts and statuses but keeps every comment and promised date your team has added.
ADD A RECEIVABLE MANUALLYfor invoices not in the uploaded list
AGEING
OUTSTANDING BY SALESPERSON
INVOICE REGISTER
| Invoice | Customer | Sales | Due | Status | Open | Payment received | Comment | Promised | Updated |
|---|
MONTHLY SECTION — ALL DAYS COMBINED
| Date | Revenue | COGS | Gross | Opex | Profit | Net % | By |
|---|
JOB ANALYSIS
Hours are shared evenly when one visit covers several customers.
EVERY VISIT IN RANGE
| Date | Customer(s) | Engineer | Activity | Hrs | Driver | Status | Work done | Signed |
|---|
DAILY ENGINEER & DRIVER LOG
Type straight into the sheet. Every cell saves as you leave it. Tap Sign to capture the client signature on screen — no printout needed.
| Engineer | Customer | Site / detail | Activity | In | Out | Hrs | Driver | Km | Status | Work done | Client contact | Signature |
|---|
Client signature
Ask the client to sign with a finger.
0Visits today
0Hours today
0Km today
SITE VISIT FORMfill on site, sign with a finger
SUBMITTED TODAY
CHEQUE DETAILSprinted on your own bank cheque stationery
Amount in words:
PREVIEWwhat will be printed ·
POSITIONSmillimetres from the top-left corner of the cheque