Shine Service & Solutions

CRM Portal — Live Database

Dashboard

Owner —
OPERATIONS OVERVIEW

Operations Dashboard

Live job records and productivity are different sources; figures are labelled accordingly.

TEAM OPERATIONS

My Team Control Center

Actionable work by your role. Cash figures show your responsibility, not company-wide holdings.

Productivity for My Review
—
CCO / Manager approval queue
Expense Approvals Pending
—
Pending approval requests
Cash with My Login
—
Held cash · pending use stays my responsibility
Cash Awaiting My Confirmation
—
Incoming staff cash transfers

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Today's OOW Job Sheets
0
New job sheets dated today
Today's Job Collection
₹0
Amount on today's job sheets
Today's Expenses
₹0
Requests + approved office costs
This month: ₹0
Today's Expense Approvals
₹0
Approved amount today
Today's Staff Payments Paid
₹0
Expenses + advances + salary paid today
This month paid: ₹0
Completed Calls Today
0
Manual productivity + OOW (deduplicated)

Owner Control Center · Cash & Approvals

Live custody balances and pending decisions, all dates. Pending action amounts are part of custody balances—not additional cash.

Cash Responsibility · Employee-wise

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Pending Cash Activity

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Connecting to owner cash summary…

Selected Month · Business Overview

OOW Profit / Loss
₹0
Completed OOW jobs • Selling − Parts Purchase
Earned Salary
₹0
All employees • Sundays paid
Approved Office Expenses
₹0
Approved office expenses • Selected month

Engineer Performance Today

Assigned and completed calls, counted separately

Priority Actions

Quick actions for work that needs attention today

0 jobs pendingJob Sheets →
0 expense approvalsApprovals →
0 approved requests waiting for paymentDaily Expenses →
Today paid: ₹0Salary / Payments →

Rental data remains protected by its existing separate password. No rates or profit are exposed here.

Monthly Attendance — All Employees

Saved attendance only; holidays and unmarked days are separate

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My Submissions / CCO & Manager Productivity Approval

Pending entries will not affect official counts until CCO or Manager approval.

Engineer-wise Total Productivity

Select a period to see each engineer’s combined Manual + OOW totals. Assigned and completed are counted by their respective dates. OOW calls are automatically deduplicated only when the same engineer/date manual Remarks contain the matching customer mobile number or Serial/IMEI. Older records without these identifiers cannot be matched safely.

Engineer Performance

Based on assigned and completed calls in the selected period

Detailed Productivity Report

Daily Productivity Summary (Auto Count)

OOW calls job sheet se automatically count hoti hain. Manual Remarks mein customer mobile ya Serial/IMEI likhi ho to same engineer/date par duplicate OOW call automatically count se hatayi jayegi. Bina identifier wale purane manual records auto-match nahi ho sakte. Purane completed jobs ki completion date job date mani gayi hai.

DateEngineerService Calls AssignedService Calls CompletedOOW AssignedOOW CompletedTotal AssignedTotal CompletedVisits LoggedVisit-only Calls

Earlier manual productivity entries (history only). New IW/OW calls are entered above and their counts update automatically. Existing historical entries are preserved.

DateEngineerAssignedCompletedPendingCollectionExpenseProductivityAction

Leave / Half Day / Early Leave Requests

Staff can request full-day leave, half day, or permission to leave early.
⚠ Leave/half-day approval is required. Salary treatment of approved leave is decided by Owner.

StaffRequest TypeDate / TimeReasonStatusApproval HistoryActionStaffing / Coverage · Entered byOwner Salary Decision

Leave Staffing / Office Coverage

Manager / Owner records who will handle work when leave overlaps. Normal leave approvals and Owner salary decisions still apply.

New coverage entry

Staff / LoginCoverage datesCovering personArrangementStatusEntered by / ISTLast changed / ISTAction

Daily Attendance

RoleEmployeeStatusActionHistory

Month-wise Attendance (View Only)

Only saved attendance records are counted. No edit permission.

DateStaffEntered ByCategoryDetailsVehicleKMAmountReceiptStatus / Advance Payment

Office Expenses

Visible to Owner, Manager and CCO / Team Leader.

Stationery, cleaning supplies, utilities and other office purchases. These are not assigned to an employee. Owner, Manager and CCO can submit office expenses. Manager can approve CCO requests; Owner can approve CCO and Manager requests. Owner can edit/delete eligible approved entries.

DateCategoryDetailsAmountReceiptEntered ByStatusAction

Expense Approval Queue

DateEngineerCategoryDetailsAmountStatusAction
Job NoDateCustomerProductSerial/IMEIEngineerStatusParts PurchaseParts SellingProfit / LossTotalAction

Billing

Completed OOW Jobs, Invoices & Quotations

Monthly Invoices for CA

Select a month by invoice date. PDF opens all invoices together; choose Save as PDF. CSV includes customer GSTIN, taxable value, GST and totals.

Completed OOW Jobs - Billing Queue

Completed jobs automatically appear here. Create or update the linked invoice and generate its PDF.

Job No.CompletedCustomerProductEngineerLabourPartsJob TotalAdvanceBalanceInvoiceAction

Tax Invoices

InvoiceOOW JobDateCustomerItemEngineerTotalPaidStatusAction

Quotations

QuotationDateValid UntilCustomerItemTotalStatusPDF

Engineer / Manager / CCO / Housekeeping IDs

Create login IDs from Owner account.
RoleUsername / IDNameAction

Monthly Salary, Advance & Expenses

Approved salary advances automatically appear here. The report separately shows approvals awaiting payment, amounts received, this month's deduction and the remaining advance due. Other expenses are shown separately. Approved leave is shown separately; Owner chooses deduction or no deduction. Final net salary stays pending until applicable approved leave decisions are made. Sunday and any attendance date saved as Holiday are paid days and are included automatically in Earned Salary without double-counting.

EmployeeLogin IDRoleMonthly SalaryAttendance DaysMonth DaysEarned SalaryAdvance Approved - Awaiting PaymentAdvance Received This MonthAdvance Due Before DeductionAdvance Deduction This MonthRemaining Advance DueOther Expenses RequestedOther Expenses ApprovedOOW Profit EligibleIncentive 15%Net Salary Before IncentiveFinal SalaryApproved Leave DaysLeave: No Deduction DaysLeave: Deduct DaysLeave: Owner Decision Pending DaysPayable DaysPaid Leave Salary CreditSalary Payment / UTR

Dashboard Review

Today's Jobs
1
Job overview
Today's Collection
₹250
Job amounts
Today's Expenses
₹1,800
All requests
: ₹26,300
Completed Calls Today
5
Manual + OOW
Selected Month OOW Profit / Loss
₹3,400
• 6 completed OOW jobs • Selling − Parts Purchase
Selected Month Earned Salary
₹43,161.29
All employees • • Sundays + saved Holidays paid
Selected Month Office Expenses
₹13,900
Approved office expenses • Selected month

Engineer Performance Today

Himanshu
kumar
4
Shiv Kumar
1

Pending Actions

3 jobs pending

0 expense approvals

Monthly Attendance — All Employees (Review Only)

Attendance days = Present + Half Day × 0.5.

EmployeeRolePresentHalf DayAbsentHolidayAttendance DaysUnmarked
Ayush (eng004)Engineer83239.50
Himanshu KumarEngineer10013100
Shiv KumarEngineer9213100

Cash Custody & Handover

Cash stays with the current holder until recipient confirms transfer or Owner approves usage / final receipt. Owner sees all cash holders. This is a cash custody sub-ledger; salary and office expense entries require separate reconciliation.

Cash Received From Customer / Office

Hand Over / Use Cash

Pending Cash by Current Holder (Owner)

Current Cash Entries

Cash IDHolderUnreconciled CashDateSource

Handover / Utilization / Approval History

ActionFrom → ToAmountPurposeStatusRemarksConfirm / Approve
Total Jobs
0
Total Billing
₹0
Total Expenses
₹0
Outstanding
₹0

Monthly Salary / Advance / Expenses (Owner)

Approved salary advances automatically appear here. The report separately shows approvals awaiting payment, amounts received, this month's deduction and the remaining advance due. Other expenses are shown separately. Approved leave is shown separately; Owner chooses deduction or no deduction. Final net salary stays pending until applicable approved leave decisions are made. Sunday and any attendance date saved as Holiday are paid days and are included automatically in Earned Salary without double-counting.

EmployeeLogin IDRoleMonthly SalaryAttendance DaysMonth DaysEarned SalaryAdvance Approved - Awaiting PaymentAdvance Received This MonthAdvance Due Before DeductionAdvance Deduction This MonthRemaining Advance DueOther Expenses RequestedOther Expenses ApprovedOOW Profit EligibleIncentive 15%Net Salary Before IncentiveFinal SalaryApproved Leave DaysLeave: No Deduction DaysLeave: Deduct DaysLeave: Owner Decision Pending DaysPayable DaysPaid Leave Salary CreditSalary Payment / UTR
Connected to live MySQL database. Data is shared across devices.