Good Morning, Rajkumar 👋
Sunday, 1 Jun 2026 • Here's your business overview
New Service Ticket
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New client onboarding
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GST billing
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₹4.82L
Total Revenue (June)
+18.4% vs last month
41
Open Service Tickets
8 new today
127
Active AMC Contracts
5 renewed this week
386
Total Stock Items
4 low stock alerts
548
Total Customers
12 new this month
8
Active Engineers
6 on-site today
94%
SLA Compliance
+2% this week
₹1.2L
Pending Collections
12 invoices overdue
Revenue Overview
Income vs Expense vs Profit
Monthly
Weekly
Daily
Service Ticket Status
Recent Service Tickets
| Ticket | Customer | Engineer | Status |
|---|---|---|---|
| #ST-0041 | Infosys Ltd | KR Karthik R. | In Progress |
| #ST-0040 | TCS Chennai | MV Muthu V. | Completed |
| #ST-0039 | BSNL Office | SR Senthil R. | Scheduled |
| #ST-0038 | Wipro Pvt Ltd | KR Karthik R. | Completed |
| #ST-0037 | Coimbatore Corp | Unassigned | Open |
Today's Activity
New ticket #ST-0041 created
Payment received ₹18,500
Karthik R. departed for site visit
Low stock alert – APC 1KVA
AMC renewed – Syntel Solutions
⚠ AMC Expiry Alerts
Infosys Ltd
3 days5 × APC 3KVA UPS
BSNL Coimbatore
12 days2 × Numeric 2KVA
RR Donnelley
18 days8 × Luminous 5KVA
Wipro GE Healthcare
30 days3 × APC 6KVA Online
Stock Levels
APC Smart-UPS 1KVA18/50
Exide 12V 150Ah Battery34/60
Luminous Eco Volt 2KVA42/60
Numeric UPS 3KVA8/40
Amaron TTZ40 Battery51/80
Service Tickets
Manage and track all service requests
86
All Tickets
14
Open
19
In Progress
8
Scheduled
45
Completed
| Ticket # | Date | Customer | Location | Issue Type | Priority | Engineer | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| #ST-0041 | 01 Jun 2026 | Infosys Ltd | Saravanampatti, CBE | Battery Failure | High | KR Karthik R. |
In Progress | |
| #ST-0040 | 31 May 2026 | TCS Chennai | Tidel Park, CBE | UPS Repair | Medium | MV Muthu V. |
Completed | |
| #ST-0039 | 31 May 2026 | BSNL Office | DB Road, CBE | AMC Preventive | Low | SR Senthil R. |
Scheduled | |
| #ST-0037 | 30 May 2026 | Coimbatore Corp | RS Puram, CBE | Installation | High | Unassigned | Open | |
| #ST-0036 | 29 May 2026 | Wipro Pvt Ltd | Peelamedu, CBE | Battery Replacement | Medium | KR Karthik R. |
Completed |
Customers
548 active customer accounts
| ID | Name | Contact | Location | Type | UPS Units | AMC | Outstanding | Actions |
|---|---|---|---|---|---|---|---|---|
| C-0001 | Infosys Ltd | +91 98400 12345 | Saravanampatti | Corporate | 15 | Active | ₹32,000 | |
| C-0002 | TCS Chennai | +91 98401 23456 | Tidel Park | Corporate | 22 | Active | ₹0 | |
| C-0003 | BSNL Office | +91 422 234 5678 | DB Road | Govt | 8 | Expiring | ₹12,500 | |
| C-0004 | Wipro Pvt Ltd | +91 98403 45678 | Peelamedu | Corporate | 12 | Active | ₹0 | |
| C-0005 | Ravi Kumar | +91 94876 54321 | RS Puram | SME | 3 | No AMC | ₹0 |
Add Customer
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Basic Info
UPS Details
AMC Info
Documents
Payments Hub
All collections in one place
Today
This Week
This Month
Custom Range
₹84,200
Collected Today
↑ 22% vs yesterday
₹1,20,000
Pending / Overdue
12 invoices pending
₹4,82,000
Month Total Revenue
↑ 18.4%
₹1,92,800
Net Profit (Month)
40% margin
Daily Collections – June 2026
Payment Mode Breakdown
Recent Transactions
| Receipt # | Date | Customer | Invoice | Mode | Amount | Status |
|---|---|---|---|---|---|---|
| #RCP-0284 | 01 Jun 2026 | Infosys Ltd | #INV-2849 | Bank Transfer | ₹38,500 | Received |
| #RCP-0283 | 01 Jun 2026 | Wipro Pvt Ltd | #INV-2847 | UPI | ₹18,500 | Received |
| #RCP-0282 | 31 May 2026 | BSNL Office | #INV-2845 | Cheque | ₹27,200 | Clearing |
| #RCP-0281 | 30 May 2026 | TCS Chennai | #INV-2840 | Bank Transfer | ₹42,000 | Received |
| #RCP-0280 | 29 May 2026 | Coimbatore Corp | #INV-2836 | Cash | ₹12,000 | Overdue |
To-Do & Task Manager
Assign and track tasks across your team
🔴 High Priority
3 pending
Renew Infosys AMC – Expires in 3 days
RK
Self • Due: 04 Jun 2026Purchase 20 × APC 1KVA batteries
SM
Suresh M. • Due: 03 Jun 2026Follow up with Coimbatore Corp – overdue invoice ₹12K
PA
Priya A. • Due: 02 Jun 2026🟡 Medium Priority
4 pending
Prepare Q1 2026 service performance report
RK
Self • Due: 07 Jun 2026Update customer database with new contacts
PA
Priya A. • CompletedSchedule preventive maintenance for 8 corporate clients
SM
Suresh M. • Due: 10 Jun 2026👥 Team Assignments
KR
Karthik R. Engineer
5 tasks
Visit Infosys – battery swap, Repair TCS UPS #2, Inspect BSNL…
MV
Muthu V. Engineer
3 tasks
Install UPS at Wipro, Preventive maintenance – RR Donnelley…
PA
Priya A. Manager
4 tasks
Follow up overdue invoices, Update customer database, Send AMC renewals…
SM
Suresh M. Employee
2 tasks
Purchase batteries, Verify stock count…
AMC Management
Annual Maintenance Contracts – 127 active
127
Active AMCs
14
Expiring in 30 Days
5
Expired
₹8.4L
Annual AMC Revenue
| AMC # | Customer | UPS Units | Start Date | End Date | Value | Coverage | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| #AMC-001 | Infosys Ltd | 5 × APC 3KVA | 04 Jun 2025 | 03 Jun 2026 | ₹42,000 | Comprehensive | Expiring | |
| #AMC-002 | TCS Chennai | 22 × Mixed | 01 Jan 2026 | 31 Dec 2026 | ₹1,10,000 | Comprehensive | Active | |
| #AMC-003 | BSNL Office | 8 × Numeric | 13 Jun 2025 | 12 Jun 2026 | ₹28,000 | Parts Only | Expiring | |
| #AMC-004 | Syntel Solutions | 4 × Luminous | 01 Jun 2026 | 31 May 2027 | ₹24,000 | Labour Only | Active |
Service Engineers
Field team management
KR
Karthik R.
Senior Engineer
On Site
42
Tickets
94%
SLA
4.8
Rating
MV
Muthu V.
Service Engineer
Available
31
Tickets
89%
SLA
4.5
Rating
SR
Senthil R.
Junior Engineer
Scheduled
18
Tickets
91%
SLA
4.6
Rating
VM
Vinoth M.
Service Engineer
Available
24
Tickets
87%
SLA
4.4
Rating
Products & UPS Inventory
Manage your UPS and battery catalogue
| Item ID | Product Name | Brand | Category | HSN/SAC | Unit | Selling Price | Stock | GST% | Status |
|---|---|---|---|---|---|---|---|---|---|
| ITM-001 | APC Smart-UPS 1KVA | APC | UPS | 85044040 | NOS | ₹12,500 | 18 | 18% | Active |
| ITM-002 | Exide 12V 150Ah Flat Plate | Exide | Battery | 85072090 | NOS | ₹8,200 | 34 | 28% | Active |
| ITM-003 | Luminous Eco Volt 2KVA | Luminous | UPS | 85044040 | NOS | ₹18,000 | 42 | 18% | Active |
| ITM-004 | Numeric Online UPS 3KVA | Numeric | UPS | 85044040 | NOS | ₹32,000 | 8 | 18% | Low Stock |
| ITM-005 | Amaron TTZ40 (40Ah) | Amaron | Battery | 85072090 | NOS | ₹4,800 | 51 | 28% | Active |
| ITM-006 | APC Back-UPS 600VA | APC | UPS | 85044040 | NOS | ₹4,200 | 28 | 18% | Active |
Invoices / GST Billing
Tax invoices and billing management
| Invoice # | Date | Customer | Items | Subtotal | GST | Total | Payment | Actions |
|---|---|---|---|---|---|---|---|---|
| #INV-2849 | 01 Jun 2026 | Infosys Ltd | 3 × APC 1KVA, Labour | ₹38,100 | ₹6,858 | ₹44,958 | Paid | |
| #INV-2848 | 31 May 2026 | TCS Chennai | AMC Renewal 12mo | ₹93,220 | ₹16,780 | ₹1,10,000 | Partial | |
| #INV-2847 | 30 May 2026 | Wipro Pvt Ltd | 2 × Exide 150Ah, Labour | ₹15,678 | ₹2,822 | ₹18,500 | Paid | |
| #INV-2836 | 15 May 2026 | Coimbatore Corp | 1 × Luminous 2KVA | ₹10,169 | ₹1,830 | ₹12,000 | Overdue |
Reports & Analytics
Business insights and performance data
Monthly Revenue Trend
Service Ticket Trend
Top Customers by Revenue
IN
Infosys Ltd
TC
TCS Chennai
WI
Wipro Pvt Ltd
BS
BSNL Office
Engineer Performance
KR
Karthik R. – 42 tickets
SR
Senthil R. – 18 tickets
MV
Muthu V. – 31 tickets
VM
Vinoth M. – 24 tickets
Product Sales Mix
Settings
Company Details
User Roles & Permissions
Founder / Owner
AdminFull access – all modules
Manager
ManagerCustomers, Tickets, Reports
Employee
EmployeeSales, Invoices, Inventory
Service Engineer
EngineerAssigned tickets only
Quotations
Quotations Module
Create and manage customer quotations
Sales Orders
Sales Orders Module
Leads & Enquiries
Lead Management
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Drag & drop tickets to engineers
Site Visit Reports
Site Visit Reports
Engineer site visit logs and reports
Batteries Inventory
Battery Management
Stock Management
Stock Management
Purchase Orders
Purchase Orders
Expenses
Expense Management
Users & Roles
User Management