Accounts / Directory
One directory for every customer, supplier, vendor and employee
Stop maintaining five separate contact lists. Every account type lives in one unified directory — with GST validation, multiple addresses, and a full linked-records view per contact.
Everything Accounts / Directory handles
Single directory for all account types: Customer, Supplier, Vendor, Employee, Service Provider
GST and PAN validation on account creation
Multiple addresses per account (billing, shipping, site)
Invite employees as portal users with role-based access
View all linked opportunities, BOQs, POs, invoices and service records per account
Ownership hierarchy — managers see their team's accounts
How it works in practice
01
Every business relationship in one searchable directory
Customers, suppliers, vendors, employees, service providers — all in one place. No separate supplier spreadsheet, no disconnected employee list. When you need a contact, you search once.
- Single directory for Customer, Supplier, Vendor, Employee and Service Provider accounts
- Account type controls which modules the account can be linked to
- Search by name, GST number, city or account type
02
GST and PAN validation — compliance built into creation
GST number format is validated when creating a customer or supplier account. PAN is stored and validated per Indian format. Multiple addresses (billing, shipping, site) are supported per account — essential for HVAC projects where bill-to and install-to addresses differ.
- GST number format validated on account creation — catches errors at source
- PAN stored and validated per Indian format
- Multiple address types per account: billing, shipping, site / installation
Accounts / Directory
GST and PAN validation — compliance built into creation
GST number format validated on account creation — catches errors at source
PAN stored and validated per Indian format
Multiple address types per account: billing, shipping, site / installation
03
See every linked record from a single account
Open any account and see every Opportunity, BOQ, PO, Invoice, PMS visit and AMC contract linked to it. No jumping between modules to piece together a customer's history.
- Linked-records panel per account: opportunities, BOQs, POs, invoices, PMS, AMC
- Invite employees as system users with role-based access from the account record
- Ownership hierarchy: managers see all accounts, reps see accounts they own
Accounts / Directory
See every linked record from a single account
Linked-records panel per account: opportunities, BOQs, POs, invoices, PMS, AMC
Invite employees as system users with role-based access from the account record
Ownership hierarchy: managers see all accounts, reps see accounts they own
Accounts / Directory works with
Every module links across the platform — no re-entry, no disconnected data, no scattered tools.
Common questions
Yes. Each account can have multiple contact persons — name, email, phone, designation. You can designate a primary contact per account for communications.
Yes. The format is validated (15-character alphanumeric, matching Indian GST structure) when the account is created or edited. This catches common entry errors before they flow into invoices or purchase orders.
Yes. Ownership control means reps see only the accounts assigned to them. Managers see the full directory. The Settings & Roles module lets you configure exactly what each role can view, create, edit and delete.
Client portal access is on the product roadmap. Currently, employees can be invited as users from the Accounts directory. Customer portal for viewing invoices and delivery challans is planned for a future release.
Your HVAC business deserves
better than a spreadsheet.
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