Venbil

The mobile application is designed to streamline the workflow for collectors and service owners, offering a centralized platform to manage and track critical business activities efficiently. Tailored for businesses that require real-time access to analytics, invoices, and client information, the app supports role-based functionality, ensuring that users can only access features relevant to their responsibilities.

Key Features:

Dashboard and Analytics
• Provides an overview of key performance metrics, such as total invoices, payments collected and outstanding balances.
• Offers visual data representation through charts and graphs to help users make informed decisions.

Invoice Management
• View a comprehensive list of invoices with filtering options.
• Search invoices by client name, invoice number, or date range.
• Depending on user roles:
- Add new invoices with client details, itemized services, and pricing.

Client Management
• Access a detailed client directory with filtering and search functionality.
• View individual client profiles, including contact details and outstanding invoices.
• Filter clients based on criteria such as dates, services, etc...
• Role-based permissions to:
- Add new clients with detailed profiles.

Role-Based Access Control
• Service owners and collectors are assigned specific roles that dictate the features they can access.
• Service Owners: Full access to all features, including adding invoices and clients.
• Collectors: Limited to viewing dashboards, analytics, invoices, and clients, with potential permissions to add based on configuration.

Client Location Updates
• Easily update client location using check in button.

Search and Filter Functionality
• Advanced search capabilities to find clients or invoices quickly.
• Filters to narrow down data by date, payment status, or other relevant criteria.

Intuitive User Interface
• Clean and modern design for seamless navigation.
• User-friendly forms for data input and edits.