Video Tutorials

Get to Know the Real-Use of PMS Software with Real-Scenario Resembling Video Tutorials as Demonstration of All the Modules.

In-depth Dive To PMS Modules & Features

Introduction & Login

Dashboard & Master Data

Setup Module

Employee Module

  • Employee database management with employee documents.
  • Employee Role and Hierarchy management.
  • Track Employee login detail with Login IP Address.
  • Employee attendance management.
  • Detailed Timesheet to know the Employee time utilisation.
  • Get Each Employee’s Work report for particular work or time period.
  • Internal Email facility to communicate with other employee or client.

Client Module

  • Group wise client login management
  • Client database management with Client documents.
  • Manage clients by many tagging and on services base.
  • Easy to communicate with group of clients.
  • Client Multiple Contact Management.
  • Visitor register management.

Task Module

  • Task auto recurrence and auto assignment process.
  • Sub task and department wise task management and allocation process.
  • Get task reports with all aspect.
  • Get many auto reports to Admin, Client & Work employee like on Start, Completion, Cancel or Due date related.
  • Manage Efforts, Costing and Margin for Service, Client and Employee wise.
  • Task history at one place.
  • Efficiently manage tasks/activities.
  • Transfer task facilities between employees.
  • Admin Task approval/Rejection system with easy process and notification.
  • Due Task and Sub task tracking system.
  • Help Module is also available for task and sub task.

Document Module

  • You can manage office paperless with advance document management system.
  • Get any document by few click for Employee or Client.
  • Physical and Soft document management with Document tagging & File labeling.
  • Complete Inward & Outward management (With auto alert & Receipt) is also available.
  • Share Documents with your Clients in client login.
  • Find all documents for any particular task or client at one place.
  • Save all documents in digital format for each client.
  • You can set document tracking system for particular task of any client and also send notification for pending documents by one click.
  • All documents are safe with latest security system & there is not any chance to lose those data.
  • Send reminder Emails to Client or group of clients from the application with single click.

Account Module

  • Create Invoice with multy currency option.
  • Multy Company wise Invoice management.
  • Automatic reminders emails to client help to get paid faster.
  • You can also manage Invoice process by Proforma Invoice & payment Receipt option.
  • You can also manage reimbursement against client services.
  • You can get report of margin with expected and actual costing.
  • You can also manage day to day expences of your firm through patty cash management.
  • Client ledger with single click process.
  • Many Billing and Collection Reports with multiple search criteria.

Email Module

Email Scheduler

  • Set rules for auto Emai for particular date and time or event related to task, client & Invoice.
  • You can set rules like particular Email should fire on start of particular task, or Email should fire after 10 days of Invoice creation.
  • You can set frequency for Auto Email for particular time period like, Reminder Email should fire daily, from before 5 days of duedate untill completion of particular services.

Client Login

Mobile Application

  • Mobile Application with same features available on web applicaton for Employee & Client.
  • Easy way to get updated and to communicate with team.
  • Get Important Push Notification on user mobile screen with managable option.

Contact Us

For further details Please Contact

You may also write to the Committee for Members in Practice at

Website Committee for Members in Practice