Enter the team password to continue
Calculated automatically from each bank's status below — approved if any bank approves, rejected only once every bank has rejected.
Your name shows on your chat messages so the team knows who's writing. You only need to do this once on this phone.
Tap your name. You will only see your own new customers and lead cases. The boss sees the whole team.
The sales-team follow-up monitor, the awaiting-reply list and assigning WhatsApp leads are for the boss. Enter the boss password once on this phone.
This records the case as Case Success for this month and removes the card from the list (it stays under the Delivered counter above, where it can be undone if this was a mistake).
Everything admin needs to book insurance, road tax and paperwork. Boxes marked * must be filled before sending; any other empty box is simply skipped in the story.
Add every fee (processing fee, GPS, Autolife, insurance…) and mark it: Haven't paid = customer still owes it, Paid = customer has paid it. The loan balance and what the customer paid to Eric Motors come off the Eric Motors total; what they paid to KSH agency comes off the insurance total. Below it splits into who to transfer to: insurance → KSH agency account or JomPay (bank), everything else → Eric Motors bank account.
Wash & polish is on every car. Type any other repairs below — one per line.