Dashboard

Business overview, analytics, and recent activity

RJ
0
Active Repair JobsOpen operational workload
OK
0
Ready for CollectionCompleted jobs awaiting pickup
RM
0
Unpaid InvoicesInvoices pending payment
MY
RM 0.00
Monthly SalesPaid invoices + manual sales this month
SUB
0
Active SubscriptionsCurrent subscription records
30D
0
Renewal DueExpiring within 30 days

Repair Job Status

Business Analytics

Subscriptions

Recent Repair Jobs

Recent Transactions

Recent Subscriptions

Repair Jobs

Manage repair jobs, status updates, invoices, and job actions

0
Pending Jobs Devices waiting to be checked
0
Waiting Parts Pending part arrival
0
Ready for Collection Repair complete, awaiting pickup
0
Invoice Unpaid Invoices not yet paid
0
Urgent Jobs Open more than 3 days
Job ID Customer Device Problem Technician Status Days Open Payment Actions

No jobs found

Add a new device to get started, or adjust your search filters.

Quotations

Create estimates, accept them into repair jobs, and export quotation PDFs

Status Date Number Customer Amount Actions

No quotations found

Create a quotation or adjust your filters.

Add New Device

Fill in the details to register a new repair job

RM

Accessories Delivered

Technician Management

Manage your repair technicians

Name Phone Status Created Date Actions

No technicians registered

Add a technician to assign them to repair jobs.

User Accounts

Manage login accounts and role assignments

Username Display Name Role Linked Technician Actions

No user accounts

Add user accounts to manage system access.

Device History

Activity log for this device

Job Items

Item Name Qty Charge Actual Cost Profit Total Actions
Total Job Items

No job items

Add parts from inventory to track usage for this job.

Invoice

No Invoice Generated

Generate an invoice for this repair job.

Activity Timeline

Service Notes

No service notes yet.

Customers

Manage your customer database

Customer Name Phone Number Total Repairs User Category Total Subscription Actions

No customers yet

Customer records will appear here when repair jobs are created.

C

·
0
Total Repairs
RM 0.00
Repair Revenue
RM 0.00
Subscription Revenue
0
Active Subscriptions

Repair History

All repair jobs and invoices

Job ID Invoice Device Technician Repair Status Invoice Status Amount Received

No repair history

This customer has no repair jobs yet.

Subscription History

Active and expired subscriptions

Product Plan Start Date Expiry Date Status Amount

No subscriptions

This customer has no subscriptions on record.

Customer Health

Real-time status indicators

Notes Timeline

0 notes

Inventory

Manage spare parts and consumables

Part Name Category Brand Stock Avg Cost (RM) Selling Price (RM) Cost Value (RM) Actions

No parts in inventory

Add spare parts and consumables to start tracking your inventory.

Accounting

Cashbook for deposits, withdrawals, repair payments, and restock spending

All Accounts RM 0.00
Money In This Month RM 0.00
Money Out This Month RM 0.00
Net Cashflow RM 0.00
Date Description Account Category Linked Record Source Amount Actions

Settings

Manage system configuration and templates

Notification

WhatsApp notification and status inquiry templates

Job Sheet Intake Form

Manage device brands for the intake form dropdown

Business Profile

Company information used in invoices and documents

Inventory Setting

Manage part categories for inventory items

Backup & Restore

Export system configuration and settings as a backup file

WhatsApp Integration

Send WhatsApp messages via UChat API

WhatsApp Templates

Manage WhatsApp Business API templates for automated reminders

Reminder Stages

Configure multiple automated reminder schedules per subscription

Automation Settings

Rate limits, safety controls, retry config, maintenance mode

Accounting Settings

Map categories into Account Balances report groups

Tax Settings

Maintain yearly LHDN relief caps and individual tax brackets

Audit History

Activity log, recovery actions, admin changes

Chart of Accounts

Manage cash accounts and reporting categories for Account Balances

Accounts & Categories

Archive unused categories without affecting historical reports. Delete is only for categories with no transactions.

Cash & Bank Accounts

Accounts appear under Assets in Account Balances. Add opening capital as the first transaction.

Add Category

Use Income/Expenses for two-way categories like owner capital, drawings, loans, or credits.

Category Mapping

Active categories appear in transaction dropdowns. Archived categories remain in reports.

Category Cashbook Type Report Group Tax Form Section Usage Status Actions

Tax Settings

Yearly LHDN reference caps and progressive tax brackets

Assessment Year Reference

Update this when LHDN changes relief caps or tax brackets for a new year.

Relief Reference Table

Amounts shown here become the cap reference beside each field in the planner.

No Relief Type Limit / Unit (RM) Default

Individual Progressive Tax Brackets

Use decimal rates: 11% is stored as 0.11. Leave upper limit blank for the final bracket.

From (RM) To (RM) Base tax (RM) Rate

Business Profile

Company information displayed in invoices and documents

Company Information

These details appear in the invoice header and printed documents.

Branding Assets

Upload your company logo and system icon. Accepted formats: PNG, JPG, SVG.

Company Logo (invoices & documents)

No logo uploaded

System Icon (50×50px — login, header & status page)

No icon

Company Details

Fill in your business information below.

Shown at the bottom of printed invoices and WhatsApp invoice pages. Supports multiple lines.
International format, no spaces or symbols. Used on the repair status page contact button.

Payment Information

Bank and payment details shown on customer invoices when payment is due. Hidden for fully paid invoices.

Online payment URL. Shown as a clickable link on the invoice.
No QR code
QR code image for mobile payment. Displayed on unpaid invoices.

Notification Settings

WhatsApp notification and status inquiry templates

Default Country Code

Used when a phone number does not include a country code. Enter digits only (e.g. 60 for Malaysia, 65 for Singapore).

+

Templates sent to customers via WhatsApp for job-related notifications.

Sent when a device is ready for collection. Use placeholders — they will be replaced with actual job data.

{{customer_name}} {{brand_model}} {{repair_amount}} {{job_id}}

Sent when clicking Save & Send WhatsApp on the job sheet form. Includes full device and customer details.

{job_id} {device_type} {brand} {model} {accessories_list} {serial_number} {date_received} {problem_description} {repair_amount} {customer_name} {company} {phone} {address} {technician_name} {technician_phone}

Three templates sent when generating invoices via WhatsApp. Use placeholders — they will be replaced with real invoice data when sending.

Sent when the customer still has an outstanding balance after deposit.

{customer_name} {invoice_number} {invoice_date} {device} {job_id} {parts} {labour} {repair_total} {deposit} {balance_due} {invoice_link}

Sent when the invoice has been fully paid — no balance remaining.

{customer_name} {invoice_number} {invoice_date} {device} {job_id} {parts} {labour} {repair_total} {deposit} {invoice_link}

Sent when the deposit exceeds the repair total and a refund is owed to the customer.

{customer_name} {invoice_number} {invoice_date} {device} {job_id} {parts} {labour} {repair_total} {deposit} {refund_due} {invoice_link}

Template used on the public Check Repair Status page. Pre-filled when a customer clicks "Contact Support via WhatsApp".

Pre-filled with the customer's device details when they contact support.

{job_id} {device_brand} {device_model}

Job Sheet Intake Form

Manage dropdown options and accessories for the device intake form

Device Brand

Brands available in the intake form

No brands yet. Click "Add Brand" to get started.

    0 brands

    Device Type

    Types available in the intake form

    No device types yet. Click "Add Device Type" to get started.

      0 types

      Customer Category

      Customer segments available in the intake form and customer list filter

      No customer categories yet. Click "Add Category" to get started.

        0 categories

        Accessories Delivered

        Predefined accessories shown as checkboxes in the device intake form

        No accessories defined. Click "Add Accessory" to get started.

          0 accessories

          Inventory Setting

          Part category management for inventory items

          Part Categories

          Manage categories for organising inventory parts. Categories in use cannot be deleted.

          0 categories
          Category Name Actions

          No categories configured

          Add part categories to organise your inventory items.

          Backup & Restore

          Export system configuration and settings

          Create Core Backup

          Download a JSON file containing core operational data for local OneDrive storage.

          Included in core backup:

          • Customers, Repairs & Invoices
          • Job Parts & Service Notes
          • Inventory & Stock Movements
          • Accounting & Reports
          • Settings, Templates & User Profiles

          Restore Backup

          Upload a previously created backup file to replace current core data.

          Restore will clear current core records first, then replace them with the backup data. A safety backup will be created automatically before proceeding.

          Drop your backup file here or

          Backup History

          A log of backups created. Core backup files are stored externally in your chosen OneDrive folder.

          No backups created yet.

          WhatsApp Integration

          Send WhatsApp messages via UChat API

          Setup Guide — UChat

          Connect your WhatsApp Business via UChat direct API integration.

          UChat Configuration

          Enter your UChat API credentials and optional WhatsApp template settings.

          Default: https://www.uchat.com.au/api
          Your UChat flow_ns / channel ID

          Send Test Message

          Verify your integration by sending a test WhatsApp message.

          WhatsApp Templates

          Manage WhatsApp Business API templates for automated reminders

          Templates

          Each template maps to a WhatsApp Business API template with its own namespace, name, language, and parameters

          Sync approved templates from UChat after Meta approval.

          Reminder Stages

          Configure multiple automated reminder schedules per subscription

          Reminder Stages

          Each stage generates a separate queue item at a different time before expiry

          Automation Settings

          Rate limits, safety controls, retry config, maintenance mode

          Safety Controls

          Emergency controls for production automation

          Rate Limiting

          Prevent WhatsApp spam and API overload

          Throttle sends to protect provider limits
          Max items processed per worker cycle
          Stale locks auto-recovered after this time
          Processing items older than this are recovered
          Failed items moved to dead letter after max
          Automation logs older than this are deleted

          Audit History

          Activity log, recovery actions, admin changes

          Loading audit logs...

          Part Detail

          Stock movement history

          Date Movement Type Quantity Reference Notes Actions

          No stock movements

          Use Stock In / Stock Out to record inventory changes.

          Broadcasts

          Plan WhatsApp template broadcasts through UChat

          Not refreshed yet

          0 Total Broadcasts
          0 Scheduled
          0 Processing
          0 Completed
          Name Message to Send Status Receivers Sent Failed Scheduled Time Created At Actions

          No broadcasts yet

          Create the first WhatsApp broadcast after the Phase 2 database design is approved.

          Product Subscription

          Manage all product subscriptions

          0
          Total Subscriptions All subscription records
          0
          Active Currently active subscriptions
          0
          Expiring Soon Within the next 30 days
          0
          Expired Lapsed subscriptions
          RM 0
          Total Revenue Sum of all active amounts
          Customer Product Plan Billing Amount Start Date End Date Status Actions
          Showing 0–0 of 0 subscriptions
          Page 1 of 1

          Reminder Queue

          Monitor and manage WhatsApp subscription reminders

          Worker Idle
          Last Run Never
          Success Rate —
          Stuck 0
          Dead Letter 0
          Health OK
          0
          Total
          0
          Pending
          0
          Sent
          0
          Failed
          0
          Today
          Showing 0 of 0 subscriptions
          Page 1 of 1

          Inventory Report

          Inventory valuation and stock accounting overview

          Total Products
          —
          Total Qty in Stock
          —
          Total Cost Value
          —
          stock × avg cost
          Total Sales Value
          —
          stock × selling price
          Potential Profit
          —
          sales − cost value
          Low Stock Items
          —
          Out of Stock
          —
          Product Name Category Brand Stock Avg Cost (RM) Selling Price (RM) Cost Value (RM) Sales Value (RM) Potential Profit Last Movement Status

          Profit & Loss

          Business performance report

          Revenue
          —
          COGS
          —
          direct parts cost
          Gross Profit
          —
          Expenses
          —
          withdrawals, excluding restock
          Net Profit
          —
          Gross Margin
          —
          gross profit / revenue
          Draft mapping: Auto-filled lines come from invoices, stock, cashbook, and account balances. Manual lines are for values not captured by this system yet.

          Penyata Untung / Rugi

          Item Amount

          Penyata Kedudukan Kewangan

          SME format
          Item Amount

          Profit Breakdown

          Tax & Zakat Planner

          Borang B individual estimate for enterprise planning

          Using individual progressive tax rate for Borang B / enterprise.
          Tax & Zakat Estimation For The Year Ended
          2025
          RM
          Profit / (Loss) after zakat RM 0.00
          Seksyen A : Pelepasan Cukai Individu Pemastautin Tahun Taksiran 2025

          Isi amaun tuntutan berdasarkan resit/rekod. Column Terhad (RM) datang dari Tax Settings untuk tahun taksiran yang dipilih.

          No Jenis Pelepasan Terhad (RM) Dikira (RM) RM
          Jumlah pelepasan cukai RM 0.00
          Seksyen B : Pengiraan Cukai

          Jumlah pendapatan boleh ditambah secara manual untuk gaji, sewa atau income lain. Business profit diambil dari P&L tahunan jika ada data.

          NOTA: Disebabkan kadar cukai pendapatan berubah-ubah setiap tahun, anda perlu menyemak kadar semasa di sini. Secara amnya, pengiraan cukai adalah seperti di bawah:
          Klik sini untuk kadar cukai
          Auto from yearly Profit & Loss
          Jumlah pendapatanRM 0.00
          Tolak: Jumlah pelepasanRM 0.00
          Pendapatan bercukaiRM 0.00
          Tax bracket used
          -
          Cukai yang dikenakan sebelum rebat RM 0.00
          Seksyen C : Rebat Zakat

          Zakat/fitrah yang sudah dibayar akan ditolak sebagai rebat cukai, terhad kepada jumlah cukai yang dikenakan.

          Cukai selepas rebat zakat (Perlu Bayar)RM 0.00
          Jumlah bayaran dibuatRM 0.00
          Cukai perlu dibayarRM 0.00
          Seksyen D : Budget Planner
          Suggested monthly reserveRM 0.00
          Reserve with bufferRM 0.00
          Nota: Anggaran ini ikut konsep Borang B individu pemastautin untuk enterprise / sole proprietorship. Final amount masih perlu semak di e-Filing LHDN.

          Account Balances

          Cashbook-based account balance report

          Ending Assets
          RM 0.00
          Income
          RM 0.00
          Expenses
          RM 0.00
          Liabilities
          RM 0.00
          Net Movement
          RM 0.00

          Account Balances

          Subscription Report

          Revenue, renewal and product performance overview

          Actual Revenue
          RM 0.00
          paid renewal invoices
          MRR
          RM 0.00
          ARR
          RM 0.00
          At Risk Revenue
          RM 0.00
          next 30 days
          Lost Revenue
          RM 0.00
          Churn Rate
          0.0%

          Monthly Revenue Trend

          Revenue by Product

          Top Customers by Subscription Value

          Customer Active Subs Subscription Value MRR ARR Actual Revenue

          Actual Subscription Revenue

          Invoice No Customer Product Billing Cycle Amount Payment Date Method Status
          Next 30 Days RM 0.00 0 subscriptions
          Next 60 Days RM 0.00 0 subscriptions
          Next 90 Days RM 0.00 0 subscriptions

          Renewal Forecast

          Renewal Status

          Renewal Pipeline

          Customer Product Expiry Date Renewal Date Amount Billing Cycle Status

          Product Revenue

          Active vs Expired Users

          Product Performance

          Product Active Users Expired Users Revenue MRR ARR Avg Selling Price Renewal Rate

          Sales History

          Overview of completed sales and invoice records

          Total Sales —
          Total Transactions —
          Total Cost —
          Total Profit Margin —
          Total Discount —
          Date

          Sales List

          — records
          Invoice No Payment Date Customer Phone Job ID Technician Discount Cost Profit Total (RM) Status

          Invoice Detail

          Select a record to view details