SMSuitePro — Service Management Suite Pro
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Quick Start Guide

Get started in 14 simple steps

Follow these steps in order — set up your company, add accounts and masters, then start billing, follow-ups and reports.

1. Set up your company2. Add your money accounts3. Add Service Groups & Services4. Add Customer Groups & Customers5. Add Staff, Shifts & Permissions6. WhatsApp messages & templates7. Online payments (optional)8. Create Invoice / Token9. My Work & Follow-Up10. Recurring services & To-Do Notes11. Receipts, Refunds, Income, Payment & Transfer12. Attendance, Leave, Salary & Performance13. Dashboard & Reports14. Plan, Billing & shortcuts
  1. 1
    Step 1 of 14

    Set up your company

    Where: Management → Settings

    1. 1Open Settings and fill Company Profile — name, address, phone, email, GSTIN and upload your logo.
    2. 2In Invoice Numbering, set your own prefix (e.g. CSC/26-27/) and starting number.
    3. 3Add your Branches if you run more than one centre.
    4. 4Click Save at the bottom of the page.
    Your logo and address appear on every printed invoice and receipt.
  2. 2
    Step 2 of 14

    Add your money accounts

    Where: Analytics → Reports → Add Account

    1. 1Open Reports and click "Add Account".
    2. 2Create one account for each place money is kept — Cash, Bank, UPI / Wallet, Credit Card.
    3. 3Enter the current balance as the opening balance.
    4. 4Use the eye / pencil icons on an account card to view its ledger or edit it.
    Every receipt, expense and transfer must pick one of these accounts, so add them first.
  3. 3
    Step 3 of 14

    Add Service Groups & Services

    Where: Masters → Service Groups / Services

    1. 1In Service Groups, create groups like "PAN", "Aadhaar", "Certificates", "Bill Payments".
    2. 2Open Services → "Add Service". Enter Code, Name, Service Charge and Govt Fee, and pick a Group.
    3. 3Tick "Requires Follow-up / Processing" for services that need tracking (e.g. applications).
    4. 4Tick "Recurring" for subscription-type services and choose the renewal interval.
    5. 5Add variants / quantity-based pricing if one service has different rates.
    Services you add here appear in the invoice service list for quick billing.
  4. 4
    Step 4 of 14

    Add Customer Groups & Customers

    Where: Masters → Customer Groups / Customer

    1. 1Create Customer Groups (e.g. "Walk-in", "Regular", "Business") to organise customers.
    2. 2Open Customer → "Add Customer". Enter name, mobile number and other details.
    3. 3Search any customer by name or mobile. Open the ledger to see all bills and payments.
    4. 4Customers can also be added directly while creating an invoice.
    Always save the correct mobile number — it is used for WhatsApp messages.
  5. 5
    Step 5 of 14

    Add Staff, Shifts & Permissions

    Where: Staff Management

    1. 1Staff List → add each staff member with their login email and password.
    2. 2Shift Settings → define working hours / shifts.
    3. 3Permissions → choose which pages each staff can open (e.g. hide daily totals or reports).
    4. 4Settings → Staff Policies to set rules that apply to all staff.
    Staff log in from the same login page using the email and password you set.
  6. 6
    Step 6 of 14

    WhatsApp messages & templates

    Where: Management → Settings

    1. 1WhatsApp Messaging — edit the invoice message sent to customers.
    2. 2Status Intimations — edit messages for Submitted, Approved, Under Process and Docs. Pending.
    3. 3Use the placeholders shown (customer name, invoice number, amount, due) — they fill automatically.
    Messages open in WhatsApp on your phone / computer — just press Send.
  7. 7
    Step 7 of 14

    Online payments (optional)

    Where: Settings → Online Payments

    1. 1Connect your own Razorpay account by entering your Key ID and Key Secret, then Verify.
    2. 2After connecting, a "Pay Online" link is available on invoices with due amount.
    3. 3Money paid by customers goes directly to your own Razorpay / bank account.
    Skip this step if you collect only cash / UPI at the counter.
  8. 8
    Step 8 of 14

    Create Invoice / Token

    Where: Operations → New Invoice/Token

    1. 1Click "New Invoice", select or add the customer.
    2. 2Add services, quantity and price. The invoice number comes automatically.
    3. 3Enter the amount paid and payment mode / account. Any balance is saved as due.
    4. 4Save, then Print or send the invoice on WhatsApp.
    5. 5Search invoices by number, name or mobile; edit or view any invoice from the list.
    Shortcut: Ctrl + Shift + N opens New Invoice from anywhere.
  9. 9
    Step 9 of 14

    My Work & Follow-Up

    Where: Operations → My Work / Follow-Up

    1. 1Services marked "Requires Follow-up" appear in Follow-Up after billing.
    2. 2Search a customer by name or mobile and update the work status from the dropdown.
    3. 3Click the WhatsApp icon next to the status to send the current status to the customer.
    4. 4My Work shows the jobs assigned to the logged-in staff.
    Keep statuses updated so customers always know their application progress.
  10. 10
    Step 10 of 14

    Recurring services & To-Do Notes

    Where: Operations → Recurring / To-Do Notes

    1. 1Recurring lists customers whose subscription services are due for renewal.
    2. 2Contact them and create a fresh invoice when they renew.
    3. 3To-Do Notes — save reminders and tasks for yourself or your team.
    Check Recurring every morning so no renewal is missed.
  11. 11
    Step 11 of 14

    Receipts, Refunds, Income, Payment & Transfer

    Where: Finance

    1. 1Receipt — collect pending dues from customers against their invoices.
    2. 2Refund — return money or advance to a customer.
    3. 3Income — record other income (commission, incentives).
    4. 4Payment — pay expenses (rent, electricity, salary…), creditors (loan / card) or capital drawings from Cash / Bank.
    5. 5Transfer — move money between your accounts (e.g. Cash → Bank deposit).
    Record every money movement here so your account balances always match.
  12. 12
    Step 12 of 14

    Attendance, Leave, Salary & Performance

    Where: Staff Management

    1. 1Attendance — mark daily attendance of staff.
    2. 2Leave — approve or reject leave requests.
    3. 3Work Log — see the work done by each staff member.
    4. 4Salary & Incentives — calculate and record monthly salary and incentives.
    5. 5Performance & Staff Reports — compare staff work and collections.
    Accurate attendance makes salary calculation automatic and correct.
  13. 13
    Step 13 of 14

    Dashboard & Reports

    Where: Dashboard / Analytics

    1. 1Dashboard — today’s sales, collections, dues and pending work at a glance.
    2. 2Reports — filter transactions by date and account; see opening and closing balance.
    3. 3Daily Transaction Report — full day summary to close the counter every evening.
    Match the Daily Transaction Report with cash in hand before closing the day.
  14. 14
    Step 14 of 14

    Plan, Billing & shortcuts

    Where: Management → Plan & Billing

    1. 1Plan & Billing — see your trial / plan expiry and renew online in one click.
    2. 2You get an email reminder 7 days and 1 day before your plan expires.
    3. 3Press "?" anywhere in the app to see all keyboard shortcuts.
    You can reopen this guide anytime from the "Quick Start Guide" button at the top.

Need help at any step?

Call or WhatsApp our support team — we will guide you through setup.

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