Use this public guide to understand onboarding, support escalation, Customer 360 workflows, ticket handling, payment and ledger context, and role-based operations.
Use these public guides for workflow learning. Examples use demo-style data only and must never include passwords, API keys, tenant IDs, customer databases, private URLs, logs, payment secrets or live credentials.
Set company profile, users, roles, packages, payment settings, notification channels and document OCR controls before daily work begins.
Use one customer profile for contact details, subscriptions, invoices, payments, tickets, notes, documents, assets and service history.
Create invoices, renew subscriptions, record receipts, allocate payments, handle advance payments and review ledger-safe finance activity.
Create tickets, assign staff or teams, track SLA attention, update field status and close service work with notes and customer history.
Use inventory, assets, CCTV handover and OCR review flows to reduce typing while keeping extracted document data editable before save.
Review dashboards, subscription signals, NMS alerts, collections, report builder output and AI insight rules for management attention.
Customer 360, CRM, invoices, payments, tickets, ledger, notes, documents and audit history explained as one customer-level workflow.
Recurring invoices, multi-invoice receipts, advances, reconciliation, reversal, expenses, ledger, GST preparation and reporting controls.
Inventory, product images, assets, RMA, OCR-assisted intake, CCTV installation, cloud identifiers, handover and agreement workflows.
Tickets, tasks, field work, subscriptions, NMS devices, private networks, alerts, communications, AI Insights and support escalation.
Find the product workflow relevant to your team, revenue model, or service operation.
Use this form when the manual does not fully answer your onboarding or workflow question.
Emailsupport@zerolink.in
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ResponseDemo, pricing and onboarding enquiries are routed for structured follow-up.
Use this public manual first, then log in for the authenticated role-specific manual when your team needs internal workflow details.