Client Manager

How this application will help you? • Add client and service details in application. • When you want to schedule visit for any client, you have to create new visit with available data. (You can document expected charge, necessary documents, doubt-full items, your conversations and disclaimer in notes/detailed notes section) • When you are creating/updating visit, system calculates pending amount for current visit and asks for recording payment entry. If you received money, then you can add entry in passbook. • You can also maintain your expenses with application. (So that your wallet has same amount which is shown in application) • When same client comes again, then you can search client in this application using different search criteria. • When you click on client, you can see all basic details of client, received amount, pending amount and his visits. • On basis of that details, application tries to remind client specific data (using documented data). What is legacy-id? • If you are using unique-id to maintain your clients and visits, you can add this legacy system's unique-id in legacy-id field. • You can change verbiage for legacy-id as per your requirement. (For example: Client Legacy ID to Customer ID or Booking ID). • Generally we do not change this ID, so that we have disabled it by default, if you want to enable it, you can change it from settings. Application Settings • Change currency symbol. • Change Date and time format. • Enable/Disable legacy ID modification. What is verbiage settings? • As per different business, they have own words for particular entity. • You can change verbiage for client, visit, service etc. using this settings • For example: Someone is using word appointment instead of visit, they can change verbiage from verbiage settings as per their requirement. Extra Features • Export your data as excel sheet. • Track every modification with history. • Copy and share data with others. • Search, sort and filter your listing. • Record all money transactions. (i.e. incomes and expenses) Request to users • If you are facing any issue while using this application, please let us know with review. it will help us for creating future versions.