Dashboard
OverviewCash, dues, sales and the Action Center on one screen.
- The Action Center, urgent first
- Sales by month and revenue by client
Operations,
connected.
One platform for a more connected business.
PO to order. Order to invoice.
Invoice to money in the bank.
Everything in the menu.
Ten modules and one assistant, on the desk, the tablet and the phone.
Mailbox
OverviewThe company inbox, sorted into folders as mail arrives.
- Folders for POs, bills and banking
- Accept a PO and the order is made
Orders
OverviewEvery order from the customer’s PO to dispatch.
- A won quotation becomes an order
- Money and timeline on every order
Database
OverviewQuotations, invoices, challans and company papers, numbered and filed.
- Templates shared on WhatsApp
- Company Vault flags renewals
Transactions
FinanceInvoices, purchases, receipts, payments and notes, with the bank feed.
- GSTR-1 and 3B working papers
- 2B reconciliation for your CA
Cashbook
FinanceCash and bank entries from the phone, checked by an admin.
- Staff entries wait for an admin
- Cash in hand at a glance
Clients Ledger
FinanceStatements, credit limits and ageing for every party.
- The 60+ days list, ready to chase
- Customers and suppliers alike
Production Board
OperationsEvery open order by its production stage.
- Quality check before a batch ships
- Dispatch papers kept with the order
Attendance
OperationsThe daily muster, with holidays and contractor crews.
- Today’s crew marked on the phone
- The month’s muster fills itself
Tools
OperationsNet Profit Calculator, Job Estimate and Doc-Signer.
- Cost a job for its net profit
- Drawings and POs into a draft BOM
Fabio Assistant
Your agent inside Fab ERP. Ask about dues, sales and cash, or how a screen works.
- Answers from your books
- Dues, sales and cash, with the figures.
- Teaches any screen
- Step by step, on the screen you are on.
- Fills the form for you
- Guided create on Gold: Fabio drafts, you save.
- Sees what your role sees
- Nothing past the access you give a user.
Try asking
Who should I chase for payment?
The business, on one screen.
Sales, dues, cash and every decision waiting on you.
- Action Center
- Every approval waiting on you, in one queue, urgent first.
- Sales by month
- The financial year bar by bar, with the months ahead projected.
- Revenue by client
- Your top clients by share of billing, their dues split by age.
Every mail, already sorted.
Connect the company inbox: Gmail, Yahoo, Outlook or any IMAP mailbox. Mail files itself as it arrives.
- Folders
- Purchase orders, supplier bills, banking and enquiries, each in its own folder.
- Review
- Anything doubtful waits for a person before it moves.
- PO to order
- Quantity, rate and deadline read from the PO. Accept, and the order is made.
Money in, money out, to the rupee.
Every invoice, receipt and GST figure, with Tally’s vouchers read in through the connector.
- Transactions
- Invoices, purchases, receipts, payments and notes, with the bank feed beside them.
- Cashbook
- Cash and bank entries from the phone. Staff entries wait for an admin.
- Clients Ledger
- Statements, credit limits and ageing, with the 60+ days list ready to chase.
The factory, in order.
Production, people and the numbers behind each job.
- Production Board
- Every open order on one board, by its production stage.
- Attendance
- The day’s crew marked on the phone. The month’s muster fills itself.
- Tools
- Net Profit Calculator, Job Estimate and Doc-Signer.
Ask in your own words. Get the figure.
Fabio reads your books and answers in plain language.
- Ask
- “Who should I chase for payment?” returns the furthest past due, with amounts.
- Teach me
- Walks you through any screen, step by step.
- Guided create
- On Gold, Fabio fills the form. You check it and press save.
The business, on one screen.
Sales, dues, cash and every decision waiting on you.
- Action Center
- Every approval waiting on you, in one queue, urgent first.
- Sales by month
- The financial year bar by bar, with the months ahead projected.
- Revenue by client
- Your top clients by share of billing, their dues split by age.
Reports and paperwork
Every figure and every paper, in one place.
Charts and briefings from your books, tasks that close in the system, and documents that leave in your brand.
Charts
Sales by month, revenue by client and dues by age, drawn from your books.
Sales, clients and dues.
Action Center
Tasks wait here, urgent first. Act on one and the system records it.
Urgent tasks, tracked.
Daily digest
The day’s operations and money, waiting at the top of the bell.
Your day at a glance.
Cash flow
What came in, what went out, and where your cash and bank stand today.
Cash in, cash out.
Overdue
Every party’s dues by age, with the 60+ days list ready to chase.
Dues, sorted by age.
Your brand
Quotations, invoices and challans carry your logo and company name.
Papers with your logo.
Your templates
Documents from your own templates. On VIP, built to your own layout.
Your document layouts.
Database
Company documents and work papers, numbered and filed in one place.
Papers, filed in order.
Behind the screens.
Swipe to explore all four areas
- PO to orderAccept a PO in the mailbox and the order is made.
- QuotationsFrom first draft to won or lost. A won quote becomes an order.
- Contractor jobsHand an order over. The contractor logs the work in their own login.
- Your templatesQuote, proforma, invoice, notes, challan, packing list, weighment slip. Share on WhatsApp.
- Company VaultLicences, insurance and tenders, renewals flagged.
- GST returnsGSTR-1 and 3B working papers, and 2B reconciliation, for your CA to file.
- Bank feedBank entries sit alongside the books.
- Contractor paymentsRaised on the order, paid only after an admin approves.
- Quality checkPass or fail each check before a batch ships.
- Dispatch packInvoice, challan, weighbridge slip and certificates stay with the order.
- WorkpapersEstimates, costings and signed papers, filed against the job.
- AttendanceThe day’s crew marked on the phone. The month’s muster fills itself.
- Roles and accessEach user sees and does only what their role allows.
- PIN lockThe phone app opens only with the user’s PIN.
- Recycle BinDeleted records wait 30 days. An admin can reverse a team member’s action.
- Hidden balancesBalances open hidden on the phone. Tap the eye to show.
- Quiet hoursNo alerts in the hours you choose.