The Masters Section is the backbone of your application. Here, you define the services you offer, the firms you manage, and the geographical regions you operate in.
Access the Masters Section
- To begin, locate the Left Sidebar Menu.
- Click on the Masters tab. This will expand to reveal all the core configuration categories.
Step 1 : Add a New Service :
- Navigate to the Services section from the left sidebar menu.
- Click on the Add New Service button.
- Enter the required service details such as Service Name, Icon and Retainship toggle and click save to save the service .
3. Select the Add New button.
Identity & Tax:
- GST / GSTIN: Input tax registration details.
- Firm Logo: Upload your corporate logo for branded reports.
- Firm Name & Prefix: Set the official name and a short prefix for file numbering.
4. Operational Data: Enter the Official Address and Bank Details for financial tracking.
5. Finalize: Click Save to register the firm.
🌍 Step 4: Regional Settings (Geodata)
- Ensure your audits are categorized by the correct location.
- State & District: Following the same logic, populate the States and Districts to enable precise location-based reporting
Step 2: Access the Slider Management - From the Left Sidebar Menu, navigate to the Masters section
- Click on Image Sliders. This will open the management table where you can see all active and inactive banners.
3. Add a New Banner
- Save: Click save to push the update to the mobile app.
- Click the [+] Add New button at the top right of the table.Upload Image:
- Select a high-quality graphic that represents your brand or a specific service (e.g., a “GST Filing” banner)
- Set Status: Ensure the status is set to Active so it appears in the app immediately.
- Organize and Update . The Image Sliders feature allows you to control the visual narrative of your mobile app. Any image uploaded here will be reflected in a high-quality, interactive slider within the auditor’s mobile application interface.
💬 Step 3: Review & Feedback Management
The Review Management module is where Admins curate and publish feedback for each service. These reviews are then dynamically listed in the mobile app, providing social proof and detailed insights for each service category.
🛠️ How to Manage and List Reviews
1. Accessing the Review Section
Click on Review Management (or under Masters > Service Reviews).
Navigate to the Left Sidebar Menu.
2. Adding a New Review
- Status Toggle: Set to “Public” to ensure it appears in the mobile app listing
- Select Service: Choose the specific service from your dropdown (e.g., Income Tax Audit or Company Incorporation)
- User Identity: Enter the name of the person or client who provided the feedback.
- Rating: Assign a star rating (1–5) to be displayed in the app.
- Review Content: Type the detailed feedback or testimonial provided.
📱 How it Reflects in the Mobile App
- Once you save a review in the Admin Panel, it is instantly categorized:
Admin Curated: Since these are added by the Admin, you ensure that only professional and helpful feedback is visible to your staff and clients. - Service-Specific Listings: When a user clicks on “GST Services” in the app, they will see a Reviews Section dedicated solely to that service.
- Trust Indicators: High star ratings and positive text are displayed in a clean, scrollable card format.
⚖️ Step 4: Terms & Policy Management
This section empowers you to manage the “Fine Print” of your services. Instead of hard-coding legal text, you can use our built-in editor to keep your Terms of Service and Privacy Policy up to date as your business grows.
🛠️ How to Manage Your Policies
1. Create & Edit Pages
- Navigate to the Left Sidebar and select Settings or Pages.
- Select the document you wish to manage (e.g., Terms & Conditions or Privacy Policy).
2. Dynamic Content Editor
- Text Formatting: Use the rich-text editor to add bold headings, bullet points, and links.
- Instant Updates: Any changes made here—such as updating a fee structure or a data protection clause—are saved instantly.
- Version Control: Keep track of when the policy was last updated so users stay informed.
3. Integration with the App
Users can view these pages via the “About” or “Legal” section of the mobile app menu without needing an app update.
Once you click “Publish” or “Save”, the content is automatically synced.
