Good software increases your Business Opportunities, Customer Relationship & Team satisfaction while Saving You Time & Money. Prabandhan is ready to meet all of the requirements efficiently with a subscription of Monthly/Yearly fees. Pay at your convenience, download the entire source code, and get free lifetime updates!

• Get leads/customers from the request forms. Share these forms on Social Media/Websites to expand your Business horizon.
• Send these estimates to your customers for more work orders.
• Send professional invoices to your clients in different currencies while linking your Invoices with respective projects.
• Get payment online via Stripe, PayPal & Paytm while capturing the status inside Prabandhan. Email your customers the details.
• Chat with customers or send messages to make the process much faster. Give permissions to those who can communicate with customers.
• Check the last login info of customers to know their activities.
• Share your project time sheets with your customers for a detailed work overview. Manage projects with timesheets you want to share with your customers.
• Kanban view offers a simplified interface for managing your tasks. Know your timely progress efficiently with To-do, In-Progress, and Done sections. Keep up with the details of invoices, payments, and the due of each customer. Add log expenses, notes & share files and events with your customers.
• Prabandhan helps you create support tickets automatically from emails, adding a professional bit to your customer support.
• List your services/products in the online store for direct orders.
• Customize the dashboard for the client portal and set important widgets based on your business. Add different custom widgets for displaying certain information. Custom widgets support iframe to show data from external websites.
• Change the theme color to adapt to your brand. The dark and light mode themes are available.
• Add announcements for your customers & team members to share instant notices, advertisements, or offers.
• Add files in projects, give feedback/comments on the files, and notify them.
• Add tasks and assign them to your team members while adding multiple collaborators. Follow-up activities and stay up to date.
• Know the time spent on each task/project and evaluate your team's performance.
• Keep profit/loss updates by tracking expenses of projects, team members, or in different categories.
• Add custom fields to keep essential information according to your projects, clients, tasks, events needs, and many other modules.
• Manage your events in calendar view and share them with your team members/customers. Define different access permissions for distinct members. Get the project and task, and leave an overview in the same calendar.
• Sync your calendar with google calendar.
• Notifications provide quick updates on different events/activities. Control these notifications by choosing who’ll get them. Get push notifications, email notifications, and also in slack.
• Add articles/blogs for your customers to share the required information.
• Manage your team attendance report with timecards. See daily punch-in-out status and working history.
• Team members can submit leave applications for their absence. Approve or reject their applications.
• Use the Gantt chart to see the visual report of the road map for your projects.
• Allow custom roles/permissions for different team members and allow who can access which modules.
• Add articles/blogs in the internal wiki to help your team members with instructions.
• Use the timeline to share ideas with your team members.
• Add private notes and save all valid information. Using sticky notes on the dashboard could help you to remember important work.
• Use a personal to-do list to keep yourself updated with daily or upcoming work.
• Add multiple custom dashboards to monitor your work more efficiently.
• You can install third-party plugins to get customized functionality.

Prabandhan is a very user-friendly software that can increase your team performance and grow business relationships. The features and configuration options could make Prabandhan the best tool for your business if used constructively. Check the demo carefully to discover many more features.

Create/Customize your dashboard as you wish!

Use Add new dashboard button to create a new custom dashboard from the drop-down in your default dashboard.

Customize dashboard

1. You can choose one of the many widgets from the available selection for your dashboard. Drag the widgets from the list to the dashboard editing rows.
2. You can add rows & columns by clicking this button.
3. For a preview, click on this button.
4. Remove the entire row with this button.
5. Use this button to save the dashboard without leaving the editing panel.
6. Use this button to save the dashboard & to visit your newly created/edited dashboard.

Dashboards list

1. Quickly navigate your dashboard with specified color options.
2. This is your dashboard list. You can move up/down any dashboard except the default dashboard.

Extras

The images displayed below will be seen on the screen after you lose control or access to your selected widget(s).

• In view mode.
  
• In edit mode.
  

Top navigation bar

1. Toggle your side navigation bar with this icon.
2. Move your To do list with this icon.
3. See your Starred projects dropdown here.
4. See your Starred clients dropdown here.
5. This is your Dashboards dropdown.
6. Add tasks, multiple tasks, events, and tickets easily with the Quick add button.
7. Use the Preferences button to set the language of your choice.
8. Here is your Notifications list.
9. Here is your New Messages list.
10. Use the Profile info dropdown to edit your profile, sign out, change your password, or select a custom theme.

List of Clients

1. Use Add client button to create a new client.
2. Search existing clients using the search tab.
3. Click on the Company name link to see the lenient details.
4. Use the Edit button to edit the client data.
5. Use the Delete button to delete the client. (You can undo your delete preference within 10 seconds before the system deletes the client data permanently.)
6. Use this button to save the clients list in an Excel file.
7. Click on the Print button to print the clients' list.
8. Define the rows per page of the table using this button.
9. Filter the clients with your desired client groups.

Add new client

1. Add the company’s name for the client’s name. You can add the client’s contact details later.
2. Add different currencies for different clients. It’s useful when you are working with an international client. The system will generate the invoices using the selected currency symbol.

Client Details

1. Use Add contact button to add contacts to the list. You can also access the contact list from here.
2. Use Send invitation button to send an invitation to any user for the client.
3. Use the Client info tab to check/edit the client’s information. You can also access the client’s data from here.
4. Access the projects using the Project button.
5. Use the Invoices tab to access the client’s invoices.
6. Access the payments of the clients using the Payment tab.
7. Use the Estimate tab to access the estimate details of the clients.
8. Manage the estimate requests using the Estimate request tab. Clients or team members can add these estimate requests.
9. Access the client’s tickets using the Tickets tab.
10. Use the Notes tab for your notes with the client. (These notes will not be visible to the client.)
11. Use the Files tab for your files with the client. (These files will not be visible to the client.)
12. Use the Events tab to access the events with the client.

Create and Manage your projects here.

List of Projects

1. Use the Start time/Stop timer to turn on/off the timer. You can track your project time using this timer feature.
2. Edit, Clone, or Change the project status using the Options dropdown.
3. Track the project progress using the Project Progression Chart.
4. You can track the task status using the chart.
5. Track the Project history using the activity timeline.
6. You can new members to the project using Add member button. (Click on the Add member button & select the user.)

Tasks

1. Use Add task button to add the new tasks
2. Use this check box to shift the task status from to-do/in-progress to done.
3. You can change milestones, assigned to, status, or other data for multiple tasks using the Batch update button. (Click the Batch update button>>select & change desired fields from the modal window.)
4. You can add multiple tasks using Add multiple tasks button.
5. Use this tab to change the task status.
6. Change the task details using the task title link.

Milestones

1. Use Add milestones button to create new milestones.
2. Green color indicates the task completion.
3. Red color indicates the task incompletion.
4. Progress bar represents the total progression of the milestone.

Customer feedback

Customers can give their feedback using the Customer feedback tab. You can also add customer feedback to your client.

Create and manage estimates using Estimate List under the Estimates menu. Admin controls the member's access to the estimations. (The clients can only access their accounting.)

You can add as many items as you need (like invoices) on the estimate’s details page.

You can create an invoice or project using the Actions dropdown. (After you send an estimate to your client, they can accept/reject the appraisal right there.)

The Estimates menu will help you and the client to create or manage Estimate requests efficiently.

To create an estimate request, Go to Estimate Forms >> Form. (No limit on form numbers Forms created under the public sector will be visible to every user logged into the application.)

Then followed by creating an estimate request of your desired form. (Clients can initiate the estimate requests as well.)

After receiving/submitting an estimate request, you can easily add Estimates or change the status of the estimate request.

List of Invoices

1. You can create new invoices using Add invoice button.
2. To access the Invoice details, click on the invoice id link.
3. Invoice status will keep changing as follows:
   Draft: By default, every invoice created will have Draft status.
   Sent: After you send the invoice draft to the client, the status will change to Sent.
   Fully/Partially Paid: Once the client pays, the payment status will change to Fully/Partially Paid.
   Canceled: after you cancel the invoice, the status will change to Canceled.
4. Many clients mean many invoices with different currencies. Using this currency filter, you can easily find the desired invoice. (Please note this filter will not be visible if all clients are from the same country.)

Invoice Details

1. Use Add item button to add any item or product to the invoice.
2. Use the Edit button to edit the inserted item on the invoice item row.
3. Use the Delete button to delete the item from the invoice.
4. Share the pdf copy of the invoice using the Email invoice to the client menu.
5. Download a pdf version of the invoice using the Download PDF menu.
6. You can access the preview of the invoice pdf using the Invoice Preview.
7. Print the Invoice using the Print invoice menu.
8. To edit the invoice: Actions dropdown >> Edit Invoice.
9. Use Mark as Cancelled menu to cancel the invoice. (You cannot reverse your action.)
10. Use Add Payment button to add the payment to the invoice.
11. Add a Discount to the invoice from here. (You can add a discount before/after the tax with a fixed amount/percentage.)

You can find the expenses under the Finance menu. Only the admin and the added team members can access the Expenses page. The admin can control the team member’s access to the expenses page.

Use the Expenses view to access the list of expenses. Admin can add a new set of expenditures from settings.

You can create any support ticket on the client’s behalf. Also, the client can initiate any support ticket for themselves.

List of Tickets

1. Use Add ticket button to create new tickets.
2. Access the ticket details using the ticket title link.
3. Filter the ticket list using created date from here.
4. Also, filter the tickets list using the given labels of tickets from here.
5. Access the specific team member’s ticket using this filter.
6. Using the section from the dropdown menu, you can assign the ticket to yourself. (Please note that this will only be visible if there is no member assigned with the ticket & you can assign it to the permitted members by editing the ticket.)

Prabandhan makes your team management easy.

The team members have two views.

1. Add new team members by sending an invitation to the user’s mail. This mail will conduct the invitation link with signup instructions.
2. You can also add new members using Add member button.
3. Access the team member's details using the view details link.

Team member's Details

You can access the team member’s details in the details view.

1. The Timeline tab explains the posts of the member.
2. View or Update the basic information of the member using the General Info tab.
3. Access the social links from the Social Links tab.
4. Manage the login or access role using the Accounts settings tab.
5. The Job info tab explains the job title, salary, and other job-related information.
6. To check the team member’s attendance, use the Time cards tab.
7. To check the team member’s leave history, use the Leave tab.

All team members can send messages to any team member. (No restrictions to sending messages from member to member.)

The Admin controls the messaging permissions between the team members and clients. (From the client setting admin can manage the communication permissions with the clients.)

After receiving the message, the notification icon will appear in the top right corner.

Events

You can access all the events using the Event Page. Add a new event to the calendar (Click on the calendar any date to add an event for that date.) To avoid confusion, you can offer distinct colors for separate events on the same date.

Click on the event to see the details of that event.

Notes

Prabandhan provides the users with two kinds of notes.

Sticky notes on the Dashboard. (All notes are private, only the creator can access them.)

Notes on the Notes page. (You can add your notes here. You can also access the notes you add to specific projects using this section.)

The timeline is the collaboration/conversation space for the team members. All team members can access this space. Easy share with the team members.

Share any file using the Upload File button or drag and drop files in the space. (Admin can permit the formats of files accepted within the application.)

Time cards explain team members’ attendance or time log. (Team members must click on the Clock-in before starting the daily work routine and end it with Clock-out.)

Admin and allowed can add the time of any team member.

Admin can set IP restrictions for this module using the IP Restriction Settings section under the Setting menu. (Admin is allowed to clock in/out from any IP address. The system will check the IP address of the non-admin members.)

Prabandhan allows the leave management facility for the team members. The team members request leave, and the admins/superiors will accept/reject the leave application. Admin and superior can assign leave for subordinates. Also, the admin can create distinct leaves for various leaves using the Leave types setting.

1. Apply for a new leave with the help of Apply leave button.
2. Admins or allowed members can assign leave for the team members with the help of the Assign leave button.
3. Check the leave details using this icon. Here, allowed members can approve/reject the leave. (Once approved/rejected, you cannot change the outcome.)
4. Applications tab contains all the leave applications.
5. Summary tab contains the yearly approved leave applications.

Prabandhan also offers an announcement publishing feature. The admin/selected team members can publish announcements for the team members/clients.

The announcement will display on the dashboard of every user. Once the user clicks on the dashboard’s notification, the user will not see that announcement in the dashboard again. But the users can access the information from the Announcements menu anytime.

Prabandhan has various settings to make the user experience (UX) more friendly. Basic setting information is as follows.

General Settings

• General: You can change the app’s logo, title, localization settings, file type restriction, and item purchase code using the General settings.
• Email: With the help of this section, you can manage the settings for outgoing emails. (You can use either the server’s or SMTP’s default mail-sending method)
• Email templates: Prabandhan has some default email templates. You change or manage the email template’s appearance as you like for your business emails.
• Modules: You can enable/disable your desired modules using this section,

Access Permission

• Roles: You can set different user permissions for various users.
  You can add any role using the Add role button.
  Click on the Role to manage permission to the role.
  Each team member has the Team member role by default.
  You can set the team member’s role using the Account settings tab.
• Team: Create teams with your team members. ( Creating units will allow assigning roles on several teams, sharing events & much more)
• IP Restriction: Add an authorized IP address to this section to prevent anyone from accessing the Clock In/Out of Time card from unauthorized IP.

Client

• Client permissions: You can control the client Login/signup & message-sending rule between the client & team members using the client permissions.
• Client groups: Create client groups using this section.

Setup

• Custom fields: You can create custom fields using this feature.
  There are a total of 8 types of fields.
  You can manage the field’s permissions, such as their visibility to the users.
  If permitted, they will appear on add/edit item screens & tables.
• Tasks: You can create the Task status using this section. (After you form the task status, you can select the task status from the add/edit task screen.)
• Events: Enable Google Calender API per user using this section.
• Leave types: Create various types of leaves using this section.
• Tickets: Create tickets & manage ticket settings using this section.
• Expense Categories: Add your various business expenses to Prabandhan using this feature.
• Invoice: Use these Invoice settings to ease the user experience. You can change your invoice logo, style, reminders, and more.
• Payment Methods: Add your required payment methods using this section. (Receive any payment through invoices using the payment methods.)
• Company: You can set up your company information using this feature. (please note that these details will reflect on the company invoices & estimates.)
• Taxes: Manage your taxes for the invoices and estimates using this feature. You can also define different tax names & percentages in this section.

Customize Prabandhan’s notifications. Please check Settings>>Notification settings. There are options for email & web notifications. You can enable both or as you prefer.

Please that you are using the latest version of OpenSSL. You can access the OpenSSL version and released date from Settings>>App settings>>Updates>>PHP Info buttons.

(Please note that you will not receive any notifications of your actions.)

With the help of this section, you can add Help & Knowledge base articles for the clients and team members. The Help article will be only visible to the team members, while both clients & team members can access Knowledge-based articles.

You can create and manage the Categories and Articles for both the Help and Knowledge base using the Help & Support menu.

After adding the Categories and Articles, they will be displayed category-wise on the Help and Knowledge base.

We, team Prabandhan express our gratitude for your purchase. We will keep improving Prabandhan’s features for a sleek user interface & productive user experience. Hopefully, Prabandhan helps you operate your business more efficiently & brings more business opportunities to your Team Members, Clients & You.

If you have any queries or suggestions, please send us an email to support@easy2it.com

Best wishes
Team Prabandhan