Operations Hub
Document generator — invoice, quotation & certificate
Accounting dashboard →
Invoice type
Service
Find saved client
Client name *
Address
Phone
Client NTN
Email (optional — for scheduled reminders)
Services
Subject
Intro line
Scope of Services auto-filled — tap to edit
Per-pest IPM program (heading lines end with “:”, bullets start with “-”)
Methodology & chemicals auto-filled — tap to edit
Methodology (heading line ends with “:”, bullets start with “-”)
Chemicals (one per line)
Treatment area (optional — shown above the table)
Pricing rows
Discount (Rs., optional)
Note bullets auto-filled — tap to edit
One bullet per line
Date
Invoice #
Ref. No.
Treatment date
Treatment area
Guarantee / Warranty
Visit dates (monthly / corporate)
Areas covered
Valid till / Next due
Service month
Monthly Contracts
Billing month
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Record payments
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Marking an invoice paid records a received payment; it then drops off the receivables dashboard.
Service reminders
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Overdue & due within 60 days. Done clears a reminder; Quote/Invoice loads that client to re-bill.
Open a saved document
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Reprint keeps the original number · Duplicate assigns a new one on save.