18🗓️
Daily routine — what to check and when
Spend a few minutes on these tasks every day and both your installments and your phones stay under control.
Step by step
- Morning — Dashboard. See how many customers have installments due and whether there are any red security alerts.
- EMI Contracts → Overdue. Call or send an SMS to those whose date has passed.
- As soon as you're paid — Record Payment. Don't wait; a locked phone unlocks by itself.
- If they don't keep their word — lock the phone. Lock it from the phone's page and put the shop's number in the notice.
- New sale — Add Device and enroll. Before the phone goes into the customer's hands.
- End of the day — the collections list. See how much came in today and match your accounts.
💡 Good to know
- Check your Device Credits once a week — when they run out you can't add new phones.