New Action Item

Payment tracking

Click to attach photos
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Staff Profile

Complete HR Record
Employment Information
Shift In
Shift Out
Personal Details
Passport size · JPG/PNG
Address
Emergency Contact
Government Identity
Bank & Statutory
Document Attachments
Attach Aadhaar, PAN, Passport, offer letter, certificates...
HR Notes & Exit

Lease Record

Vehicle Record

Fleet Management · Full Record
Identity & Classification
Registration & Legal
Purchase & Ownership

Office Unit

Commercial Properties · SUDR
Physical Details

Log Fuel Fill-up

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Log Trip

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📲

SMM Task

Social Media & Branding Activity
Task Identity
Strategy & Content Plan
Boost / Paid Promotion Plan (fill if boosted)
Assignment & Timeline
Status & Deliverables
🛡️

AMC Contract

Annual Maintenance Contract Record
Equipment & Property
Vendor / Service Agency
Contract Terms
Service Schedule
Compliance & Certification
Financials & Service History
🔧

Service Entry

Vehicle Service & Maintenance Log
Select a vehicle to see brand emergency & roadside contacts
Vehicle & Service Information
Service Centre Details
Work Done & Parts
Cost & Payment
Insurance Claim Details (fill only if claimed)
Next Service Planning
Logistics & Notes

Set Targets

Brand Kit

Everything you need to design for this client — colours, fonts, logos & rules. Kept forever.
Visual Identity
Files & Assets
Working Rules

Monthly Retainer Plan

What this client gets every month. Used to track delivery & generate tasks.
Client
Monthly Deliverables
Schedule & Status

End of Day Report

Auto-built from today's work — edit if needed, then submit. Your head sees it; you can also copy it for WhatsApp.
Today's Report

My Notes

Your private scratchpad — ideas, links, reminders. Saves automatically as you type.
 

Return for Revision

What changes were asked for? This is saved to the task's feedback history and the designer is notified.

Day

Everything scheduled or delivered on this date. Click a task to open it.

CRM Access & Permissions

Create or update this staff member's CRM login. The login email and password are stored securely in Firebase Authentication.

Update Status

You can update the status and add remarks. To edit full task details, contact your department head.

New Client

Basic Details
Click to upload your company logo
PNG, JPG — max 200KB
Contact Details
Business Details

New project

PROJECT DETAILS
DATES & TIMELINE
INVOICE & DELIVERY DETAILS
CONSIGNEE & BUYER (leave blank if same as client)
TEAM & SCOPE
ATTACHMENTS
Attach photos, PDFs, invoices...
CLIENT FINANCIALS
DescriptionHSN/SACQtyUnitRate (₹)
%
Client payment
VENDORS & CONTRACTORS
GENERATE DOCUMENTS

Client details

New Event Engagement

Complete all relevant sections to create a full event profile
Business Vertical & Classification
Client & Account Information
Internal Assignment
Schedule & Timing
Venue & Location
Attendee & Capacity Details
Guest List
Track named guests/groups, RSVP, and table assignment — auto-totals feed into Confirmed Attendee Count above.
Theme, Décor & Catering
Operational Checklist
Track all deliverables, tasks, and pre-event milestones
Vendor & Procurement
Third-party providers — vendor payments tracked in Payments tab
Total / Advance / Balance are computed automatically from matching Service line items & Vendor Payments — use the exact same vendor name everywhere for accurate totals.
Event Expenses
Food, travel, stay, gifts, miscellaneous — internal costs not billed as services
DescriptionCategoryAmount (₹)Paid By / ModeDate
Client Payments Received
All amounts received from client — multiple instalments
DateModeAmount (₹)UTR / RefRemarks
Vendor Payments Made
All payments disbursed to vendors — track cash receiver or UTR
DateVendorAmount (₹)ModeUTR / Recd ByRemarks
Full Event Summary
Open this tab after adding services, expenses and payments to see the full summary.
Stakeholder Meeting Log
Record all client, vendor, and internal discussions
Run of Show — Event Day Timeline
Minute-by-minute schedule for execution day — who owns each segment
Social Media & Digital Strategy
Legal & Commercial Documents
Media & Post-Event Content
SERVICES & LINE ITEMS
Each service: what client pays vs what vendor charges — margin calculated live
Service / DescriptionClient (₹)Vendor NameCost (₹)
CLIENT FINANCIALS
%
Client Payment
VENDOR SUMMARY
GENERATE DOCUMENTS
Live P&L Summary
EXECUTIVE NOTES

Calendar Note

Record

Vendor Directory

Aggregated across all events — billed, paid, balance & history per vendor