Platform features
How each SerQfix module works across Admin, the customer User app, and the Provider field app — based on the real product sidebar and workflows.
Operations
- Providers
Onboard, verify, and manage field providers — from self-registration and Aadhaar KYC to city/service assignment, job dispatch, wallet credits, and bank withdrawals.
- Bookings
Capture bookings from the customer app, admin panel, or POS; assign providers manually or automatically; track status, OTP, and proofs through completion.
- Wallets
Provider wallet balances, recharges, holds, pending credits, and withdrawal requests — controlled and approved from Admin.
- Payouts
Settle provider earnings — batch payouts, commission settlement after job completion, and reconciliation with payment history.
- Payment History
Full ledger of customer payments — UPI, cards, net banking — with Razorpay references and invoice linkage.
- Users
Customer accounts — profiles, addresses, booking history, and support context for your operator network.
- Service Management
Hierarchical categories and services — pricing, descriptions, images, and city-wise availability for your catalog.
- Dashboard
At-a-glance KPIs — bookings, revenue, providers on duty, and alerts — for Admin; summary widgets for Provider and User home.
- Live Tracking
Real-time GPS map of active providers — on-the-way status, ETA, and operational visibility for dispatch teams.
- Analytics
Revenue charts, booking funnel, top services, provider performance, and financial breakdowns for leadership.
Field & finance
- AMC Plans
Annual maintenance contracts — customers buy plans, sign agreements, and providers execute scheduled visits with payout per visit.
- POS Booking
Walk-in and phone bookings at counter — staff create jobs, assign providers, and collect payment without customer self-serve.
- Cities
Define cities and regions where services run — controls catalog visibility, provider zones, and booking eligibility.
- Assets & Inventory
Track tools, parts, and inventory assigned to providers or locations — issue, return, and audit stock.
- Invoices
Generate tax-compliant invoices for bookings — IGST breakdown, PDF, and WhatsApp delivery to customers.
- Lead Management
Capture inbound leads from forms or campaigns and convert them to bookings or follow-ups.
- Referrals
Referral codes and rewards — customers refer friends; commissions tracked in Admin.
- Complains
Support tickets and complaints — customers and providers raise issues; Admin resolves with threaded replies.
- Reviews
Post-job ratings and reviews — moderation in Admin, display on services and provider profiles.
Content & marketing
- Notifications
Push and broadcast notifications to customers and providers — campaigns, booking alerts, and promotional messages.
- Reports
Exportable reports and analytics views — revenue, bookings, provider performance for leadership review.
- Tax Management
IGST and tax rules applied to invoices and quotations — configured in Admin settings and reflected on customer documents.
- Broadcasting
Send bulk push notifications to app users and providers.
- Blogs
Publish blog posts on the customer-facing site for SEO and announcements.
- Blog Categories
Organize blog posts into categories.
- Custom Pages
Static CMS pages (About, policies, landing) on the User app.
- Slider Images
Homepage carousel banners on the User app.
- Rate Cards
City-wise and category-wise pricing tables — overrides default service prices.
- Coupons
Discount codes — percentage or flat off, usage limits, and validity windows.
- FAQs
FAQ content shown on User app and marketing surfaces.
Platform & access
- Roles & Permissions
Admin staff roles — control which sidebar modules each role can view or edit.
- Administrators
Admin user accounts for your operations team.
- Knowledge Base
Internal help articles for Admin users.
- Support
Admin support desk for operator-to-platform issues (separate from customer tickets).
- App Update
Force minimum app versions and show update prompts for User and Provider apps.
- Settings
Global platform settings — branding, WhatsApp, payment keys, commissions, and defaults.