Documentation
How every Pietools module works.
Ten guides, two minutes each. Written for shop owners, not software engineers.
01
Getting started (5 minutes)
- Install the Windows test build (or open the web app) and create a 4–12 digit owner PIN — 8+ digits recommended.
- Add your business: name, type, phone, UPI ID, GSTIN if you have one.
- Add products (shop) or services (salon/repair) with prices.
- Add staff with attendance mode. Turn ON auto-backup in Settings (R2 cloud + PC folder).
02
Sales & udhar
- Sales → New sale → add items from catalog or manual lines → Cash/UPI/Credit.
- Keep Print receipt ON to open the receipt right after saving (Print/PDF/PNG/WhatsApp share).
- Credit sales land in the Udhar tab with pending totals → Remind on WhatsApp → Mark collected.
03
Expenses
- Expenses page → filter by month and category, see the where-it-went breakdown.
- Add rent, stock, salaries, utilities. Set recurring bills once (e.g. rent on the 5th) and get due alarms.
04
Stock
- Every product sale auto-reduces stock. Low-stock warnings appear on the dashboard.
- Restock with the + button on the product card; set per-item low alerts.
05
Staff, attendance & salary
- Staff → profile with photo, role, monthly/daily salary, advances.
- Daily hajri: Present/Half/Leave/Absent. Salary auto-calculates from attendance minus advances.
- Pay via UPI QR, share the payslip on WhatsApp. Give counter staff their own PIN with limited permissions.
06
GST invoices
- Invoices → auto-numbered tax invoice with CGST+SGST or IGST, HSN codes and buyer GSTIN.
- Share as Print/PDF/PNG/Excel. Export GSTR-1, HSN and Tally CSVs for your CA.
07
Bookings & reminders
- Book service/meeting/visit/call with date, time and client phone.
- Remind the client in one tap: WhatsApp, SMS or Call. Done + Bill converts the booking into a sale.
08
CRM & feedback QR
- Customers appear automatically from sales. Leads track source, email, website and stage (new → won/lost).
- Feedback tab → Generate QR → print or share. Customers scan and submit ratings; online feedback lands in your inbox, or point the QR at your Google review page.
09
Backup & safety
- Three layers: on-device encrypted vault, automatic PC-folder backups, encrypted R2 cloud sync.
- New device? Login + PIN and everything returns. PIN is unrecoverable by design — keep auto-backup ON.
10
PIN & staff security
- Owner PIN (4–12 digits) encrypts everything with AES-256. Staff get their own PINs with per-module access.
- Remove a staff login the day they leave. Longer PINs resist brute force — use 8+ digits.
11
Workshops per trade
- Your business type picks a workshop at onboarding (switch anytime from the Workshop page).
- Restaurant: ingredients + recipes; sales auto-deduct stock and block on shortage (Force Sale override for owners).
- School: students with parent details, batches with timings, fees with pending auto-math and WhatsApp reminders.
- Agency: team with software/skill/type, projects with assignment, client + editor notifications.
12
Lead Finder
- More → Lead Finder: pick a category (salon, restaurant, clinic…), type an area, set radius, Search.
- Tick results and import to CRM as leads. Add custom properties (Budget, City…) from the CRM leads tab.
- Data comes from OpenStreetMap (free) — metros are rich, small towns are sparse.