CMS Workflow Guide
Operational flows for the company owner, office team, HR, and field staff.
Primary business workflows
These are the most important routes your team will use inside CMS.
Lead to revenue
Lead captured → customer created → plan assigned → subscription activated → invoice generated → payment received.
Complaint to closure
Ticket created → SLA applied → technician assigned → customer notified by configured channels → optional timed live-location sharing → field visit → ticket closed → customer feedback request.
Inventory kit control
BOM drafted → reviewed → approved → version locked → workflow/work-order generated → inventory issued.
CCTV handover
Customer/site entered → multiple devices added → cloud-connect mapped → fetch/live checks run → print handover sheet.
Recurring billing
Recurring invoice template → schedule run → reminders → payment follow-up → ledger visibility → renewal action.
Attendance to insight
Check-in/out captured → attendance summary → task completion time reviewed → warnings or performance metrics raised.
Directional playbook
Office admin
Leads → customers → plans → invoices → payments → support.
Field support
Accept assignment → enable location sharing when appropriate → site visit → proof capture → status update → closure.
Customer ticket view
Review ticket number, assigned technician, contact, SLA countdown, shared location, closure status, and feedback form.
Owner review
Dashboard → alerts → collections → stock risk → service backlog.