Dashboard
R
Rajkumar
Dashboard
Welcome back, Rajkumar! Here's your overview.
48
Total Customers
+3 this month
12
Open Tickets
3 urgent
₹2.4L
Revenue (MTD)
+12% vs last month
22
Active AMC
2 due renewal
156
Items in Stock
5 low stock
₹84K
Pending Payments
6 overdue
Revenue vs Expenses (6 Months)
Ticket Status
Recent Activity
INV-2849 created for TCS Chennai
2 hours ago
Ticket #ST-0041 raised - APC UPS fault
4 hours ago
AMC renewed for Infosys Ltd (₹45,000)
Yesterday
₹28,000 received from BSNL Coimbatore
Yesterday
New lead from Cognizant CBE
2 days ago
Urgent Tickets
TicketCustomerStatus
#ST-0039BSNL CBEUrgent
#ST-0041TCS ChennaiPending
#ST-0037Infosys LtdIn Progress
Customers
Manage all customer records
CompanyPhoneEmailCityGSTINTypeAMCActions
Infosys Ltd9876543210infosys@example.comCoimbatore33AABCI1234D1Z5CorporateActive
TCS Chennai9876543211tcs@example.comChennai33AAACT5678E2Z1CorporateActive
BSNL Coimbatore9876543212bsnl@example.comCoimbatore33AABCB9012F3Z7GovernmentExpiring
Wipro Technologies9876543213wipro@example.comCoimbatore33AAACW3456G4Z3CorporateNone
Syntel India9876543214syntel@example.comPune27AABCS7890H5Z9SMEActive
Cognizant CBE9900112233cog@example.comCoimbatore33AABCC2345H6Z2CorporateNone
Leads & Enquiry
Track your sales pipeline
All
New
Contacted
Quoted
Won
Lost
CompanyStatusContactPhoneRequirementValueDateActions
Cognizant CBEContactedRajan M990011223310 KVA UPS + Battery₹1,20,00028 May 2025
HCL TechQuotedPriya K9900112244AMC for 20 UPS units₹85,00025 May 2025
Ashok LeylandWonSuresh R9900112255Battery replacement 40 units₹2,40,00020 May 2025
Service Tickets
Manage field service and repairs
All
Open
In Progress
Pending
Urgent
Resolved
Ticket #CustomerIssueStatusPriorityEngineerDateActions
#ST-0041TCS ChennaiAPC 2KVA UPS not startingPendingHighKarthik R30 May 2025
#ST-0040Wipro TechBattery backup reduced to 5 minIn ProgressMediumMuthu V29 May 2025
#ST-0039BSNL CBEUPS overload alarm beepingUrgentCriticalSenthil R28 May 2025
#ST-0038Syntel IndiaInverter beeping continuouslyOpenMediumVinoth M27 May 2025
#ST-0037Infosys LtdBattery replacement 4 unitsResolvedLowKarthik R25 May 2025
AMC Management
Annual Maintenance Contracts
AMC #CustomerTypeUnitsStartExpiryValueStatusActions
AMC-001Infosys LtdComprehensive1201 Jun 202431 May 2026₹45,000Active
AMC-002TCS ChennaiBasic801 Mar 202428 Feb 2026₹28,000Expiring
AMC-003BSNL CBEComprehensive2001 Jan 202531 Dec 2025₹72,000Active
AMC-004Syntel IndiaBasic501 Apr 202431 Mar 2025₹15,000Expired
Engineers
Field service team
K
Karthik R.
Senior UPS Technician
9876541001    Coimbatore
28
Tickets
95%
Resolve
4.8★
Rating
Active
M
Muthu V.
UPS Technician
9876541002    Tirupur
22
Tickets
88%
Resolve
4.5★
Rating
Active
S
Senthil R.
Battery Specialist
9876541003    Erode
18
Tickets
92%
Resolve
4.6★
Rating
On Leave
V
Vinoth M.
Electrician
9876541004    Coimbatore
15
Tickets
85%
Resolve
4.3★
Rating
Active
Site Visits
Schedule and track field visits
Visit #CustomerEngineerPurposeDateStatusActions
VST-001Infosys LtdKarthik RAMC Quarterly Check01 Jun 2025Scheduled
VST-002TCS ChennaiMuthu VBattery Replacement30 May 2025Completed
VST-003BSNL CBESenthil REmergency Repair28 May 2025Completed
Invoices
GST Tax Invoices
Invoice #CustomerDateDueSubtotalGSTTotalStatusActions
INV-2849TCS Chennai30 May 202514 Jun 2025₹42,373₹7,627₹50,000Pending
INV-2848Infosys Ltd28 May 202511 Jun 2025₹84,746₹15,254₹1,00,000Paid
INV-2847BSNL CBE25 May 202508 Jun 2025₹23,729₹4,271₹28,000Paid
INV-2836Wipro Tech20 May 202503 Jun 2025₹50,847₹9,153₹60,000Overdue
Quotations
Sales quotations and proposals
Quote #CustomerDateValid TillAmountStatusActions
QUO-0045Cognizant CBE28 May 202511 Jun 2025₹1,20,000Sent
QUO-0044HCL Tech25 May 202508 Jun 2025₹85,000Draft
Payments
Collections and receipts
Weekly Collections (Rs.)
Receipt #CustomerInvoice #AmountModeDateActions
RCP-0081Infosys LtdINV-2848₹1,00,000NEFT29 May 2025
RCP-0080BSNL CBEINV-2847₹28,000Cash27 May 2025
Expenses
Track business expenses
Expense #DateCategoryDescriptionAmountStatusActions
EXP-002830 May 2025TravelKarthik - TCS Chennai trip₹2,400Approved
EXP-002728 May 2025Spare PartsCapacitors and fuses stock₹8,500Approved
EXP-002626 May 2025UtilitiesOffice electricity bill₹3,200Pending
Products & Inventory
UPS, Batteries & Accessories
Product NameCategoryBrandModelBuy PriceSell PriceStockStatusActions
APC Smart-UPS 1KVAUPSAPCSMT1000I₹12,000₹15,5008In Stock
Exide 150Ah Tall TubularBatteryExideIT 500₹9,500₹12,0003Low Stock
Luminous 2KVA UPSUPSLuminousCruz+2KVA₹18,000₹22,5005In Stock
Numeric 3KVA UPSUPSNumericTotal Power 3KVA₹28,000₹34,0000Out of Stock
Amaron TTZ40 BatteryBatteryAmaronTTZ40₹5,500₹7,20012In Stock
Purchase Orders
Procurement from vendors
PO #SupplierDateItemsAmountStatusActions
PO-0022Exide Industries28 May 2025Exide 150Ah x 10₹95,000Pending
PO-0021APC India25 May 2025APC 1KVA x5, 2KVA x3₹1,14,000Received
Reports & Analytics
Business performance overview
₹2.4L
Total Revenue
₹68K
Total Expenses
₹1.72L
Net Profit
₹84K
Outstanding
48
Customers
22
AMC Active
Revenue vs Profit (Monthly)
Tickets: New vs Closed
Top Customers by Revenue
CustomerRevenueInvoices
Infosys Ltd₹1,00,0003
TCS Chennai₹50,0002
BSNL CBE₹28,0001
Engineer Performance
EngineerTicketsRate
Karthik R.2895%
Senthil R.1892%
Muthu V.2288%
To-Do & Tasks
Team task management
HIGH PRIORITY 0
MEDIUM PRIORITY 0
LOW PRIORITY 0
COMPLETED 0
Summary
Users & Roles
System access management
NameEmailRoleLast LoginStatusActions
Rajkumar Sraj@ssbattery.inAdminTodayActive
Karthik Rkarthik@ssbattery.inEngineerTodayActive
Muthu Vmuthu@ssbattery.inEngineerYesterdayActive
Priya Apriya@ssbattery.inAccounts30 MayActive
Settings
System configuration
Company Information
Invoice Settings
Notifications

New Service Ticket

Assign Engineer

Add / Edit Customer

Add / Edit Lead

New AMC Contract

Add Engineer

Schedule Site Visit

Create Tax Invoice

#DescriptionHSNQtyRate (Rs.)GST%Amount
10.00
SubtotalRs. 0.00
CGST (9%)Rs. 0.00
SGST (9%)Rs. 0.00
Grand TotalRs. 0.00

Create Quotation

#DescriptionQtyRate (Rs.)GST%Amount
10.00
SubtotalRs. 0.00
GST TotalRs. 0.00
Grand TotalRs. 0.00

Record Payment

Add Expense

#ItemQtyRate (Rs.)Amount
10.00
Total AmountRs. 0.00

Add / Edit Product

Create Purchase Order

#ProductHSNQtyRate (Rs.)GST%Amount
10.00
SubtotalRs. 0.00
GST TotalRs. 0.00
Grand TotalRs. 0.00

Add New Task

Add / Edit User