＋
Action
📊 Pipeline by Stage
🎯 Brand Pipeline Split
⚠ Follow-ups Due
⚡ Recent Activities
⭐ Top Accounts
📈 Monthly Won Revenue (last 6 months)
🎯 Lead Conversion Funnel
📋 Quote Performance
🏷 Brand Win Rate
📅 This Month vs Last Month
Sales Pipeline — Leads (prospects, by stage → convert Won to a Customer)
Customers (Accounts) — your converted & active customer base
🤝 Cold Introduction / Appointment Letter
Generate a personalised V4Protectoe introduction PDF & auto-capture the lead — under 60s
🔎 Autofill from CRM optional — pick an existing lead / customer
👤 Prospect Details
✉️ Introduction & Appointment
🧠 AI — Understand Prospect assists; you stay in control — never fabricates facts
AI inference & assumptions — verify before use. Facts you enter are yours; everything else is AI-suggested.
Generating / sharing auto-creates or updates the Lead (source: Cold Introduction)
🗂 Saved Drafts
📅 Appointments
Cold Introduction → Meeting → Minutes → Follow-up → Quotation → Order
Appointment Pipeline
🎯 Post Settings
📤 Schedule & Post
✍️ AI-Generated Content
Quotation
■ Quotation Details
■ Line Items
#
📷
BRAND / PRODUCT
DESCRIPTION
UNIT
QTY
MRP (₹)
PRICE (₹)
HSN
GST%
TOTAL (₹)
■ Quotation History
📱 Customer Portal Quotes
Auto-synced from portal · Firestore Live
Click Refresh or navigate to Quotes panel to load portal quotes
🎯 Product Requests — Custom Sourcing
Customers requesting products beyond our platform — reply with a quotation, they accept & it becomes an order.
🎨 AI Brand Studio — Product Promotion
Upload a product photo → AI picks the frame, writes the copy → share to WhatsApp / Status / email in one tap.
PPE Product Catalog
🤖 AI Catalog Outreach — WhatsApp & Email
AI drafts the message, you review & send
SEND TO (pick customer, or fill manually)
PHONE (WhatsApp)
EMAIL
CATALOGUES TO SHARE
⚙️ Settings — Profile, Branding & Preferences
🏢 Company Profile
Saved locally · auto-fills every PDF quotation
🖼️
Click to upload
Click to upload
Company Logo
✓ Upload PNG, JPG, or SVG
✓ Replaces V4 logo in app header & PDF
✓ Stored locally — survives reload
✓ Shared with Quotation Generator app
✓ Replaces V4 logo in app header & PDF
✓ Stored locally — survives reload
✓ Shared with Quotation Generator app
🖼️ Company Banner
Appears in quotation PDF & app header
Upload a banner image (JPG/PNG, landscape recommended). It appears as a decorative strip in your PDF quotation header and can optionally display at the top of the app.
🎨 Look & Feel
Theme & quotation style
App Theme Color
Current: Classic Navy
Quotation PDF Color Scheme
🤖 AI Partner — Choose Your Provider
Get a free key at aistudio.google.com → Create API Key
When ON, AI requests route through the V4 secure proxy so provider keys stay on the server. If the proxy is unavailable it falls back automatically to the browser key above — always safe to toggle.
📚 Product Catalogues
Gold buttons appear in every PDF quotation
ℹ️ How to add Google Drive catalogue links:
1️⃣ In Google Drive → right-click file → Get link → set to "Anyone with the link"
2️⃣ Copy & paste below (https:// auto-added if missing)
3️⃣ Gold clickable buttons print at the bottom of every PDF — customers click to view your full range
1️⃣ In Google Drive → right-click file → Get link → set to "Anyone with the link"
2️⃣ Copy & paste below (https:// auto-added if missing)
3️⃣ Gold clickable buttons print at the bottom of every PDF — customers click to view your full range
☁️ Cloud Backup & Sync
Sync data across all your devices
💡 How it works: Get a free API key from jsonbin.io → paste it here once → click "Save to Cloud". On any other device, paste the same key + Bin ID → "Load from Cloud". Your data is always with you.
🔍 App Error Log
Live errors from all users — refreshes on load
Click Refresh to load recent errors
💡 Activate Sentry for email alerts: sentry.io → create free account → copy DSN → paste in index.html line with
V4_SENTRY_DSN
💾 Firestore Data Backup
Download complete cloud data as JSON
✅ Downloads all Firestore data — quotes, customers, stock, leads, orders — as a timestamped JSON file.
✅ Save to Google Drive / email yourself weekly for a manual backup.
⭐ For automated daily backups: Firebase Console → Firestore → Backups (requires Blaze plan).
✅ Save to Google Drive / email yourself weekly for a manual backup.
⭐ For automated daily backups: Firebase Console → Firestore → Backups (requires Blaze plan).
New photos now upload to the cloud automatically — this clears old ones already stored locally.
🗑️ Reset Business Data
Clears all leads, customers, activities, products & quotes
⚠️ This permanently deletes all business data from this browser.
Your Firebase cloud backup is NOT affected — you can restore by logging out and back in.
🤖 AI Guru — Your Business Intelligence Assistant
🤖 AI Guru
Powered by Google Gemini · Knows V4, Agro Techno & Coastal Discovery
👋 Namaste! I am your AI Guru — Chief Business Mentor across V4 Corporate Service Enterprise (PPE), Agro Techno Service, and Coastal Discovery.
I can plan your day, assign and track daily tasks, review your end-of-day report, watch targets vs. effort, flag who's off-track, suggest who to appreciate, draft emails/WhatsApp/marketing content, and advise on sales, HR, procurement and logistics. How can I help you today?
I can plan your day, assign and track daily tasks, review your end-of-day report, watch targets vs. effort, flag who's off-track, suggest who to appreciate, draft emails/WhatsApp/marketing content, and advise on sales, HR, procurement and logistics. How can I help you today?
📋 Task Management & KPI Tracker
✅ My Tasks Today
📝 End-of-Day Report
🎯 My KPI Score —
🗂️ Task Hub — Daily Work Management
⚡ Quick Add Task
✏️ Create New Todo
🔔 REMINDER DATE
⏰ REMINDER TIME
💰 Revenue Targets (₹)
📅 Yesterday
🎯 Today
☀️ Tomorrow
🎛 Control Panel ADMIN
🌐 Customer Portal — Enquiries & Orders
—
Portal Enquiries
—
Pending Quotes
—
Registered Customers
—
Active Orders
🤖 AI Stock Intelligence — Demand & Reorder Advisor
Click "Analyse Now" to get AI-driven stock insights, reorder suggestions & demand forecast.
🔥 Offers / New Arrivals / Events Ticker
These messages appear as a live scrolling ticker on the portal landing page. Admin-controlled via Firebase.
Click Load to see current ticker items
+ Add New Item
👑 User Management — Role-Based Access Control
🔐 Role & Feature Access Management
💡 Create custom roles and choose exactly which sections (panels) each role can access — including My Leads / Referral Program, Field Sales, Control Room, etc. Assign roles to users below. Access updates apply instantly on their next navigation.
🧩 Roles & Section Access
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👥 Users & Their Roles
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➕ Add User & Assign Role
💡 This creates a real login (email & password) and assigns their access in one step. They can sign in at this same URL right away and will see only the panels their role allows.
Add Lead
Add Customer
Log Activity
Campaign
Add Product
📍 Field Sales Mode
Tap to mark your first visit of the day
—
Hot Leads
—
Visits Today
—
Pipeline
—
Quotes Sent
📋 Today's Activity Log
No visits logged today yet.
🔥 Hot Leads — Prioritised
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♨ Warm — Follow Up Due
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📄 Recent Quotations
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📊 Performance Dashboard
🏆 Team Leaderboard —
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📋 Log a Field Visit
Quick Actions
New Lead
Log Visit
New Quote
AI Guru