Clients, Leads & CRM

MODEVE APP - Getting Started

Introduction
Signing up and creating your first account/workspace
Tour of the Dashboard and Navigation
Mobile App Overview and Installation
Quick Start Checklist / Onboarding Wizard

Account & Billing

Subscription plans, billing, and invoices
Team member invitations and user roles/permissions
Managing Your Profile and Security Settings

Projects & Tasks

Progress tracking, milestones, and reporting
Project templates and duplication
Views (Kanban, List, Timeline/Gantt, Calendar, etc.)
Task creation, assignment, subtasks, and dependencies
Creating and managing projects

Team & Attendance

Attendance tracking, timesheets, and clock-in/out
Building and organizing teams/departments
Leave requests and approvals
Team performance and workload views
Notifications and reminders

Clients, Leads & CRM

Client portals
Lead pipelines and conversion tracking
Contact details, notes, and interaction history
Adding and managing clients/leads

Contracts & Invoicing

Contract approvals and e-signatures
Payment tracking and reminders
Invoice generation, templates, and sending
Creating and managing contracts

Finance & Expenses

Tax and compliance settings (HK-relevant)
Financial reports and exports
Budget management and P&L views
Expense tracking and categorization

Tickets & Support

Ticket workflows, assignments, and statuses
Creating and managing internal/external tickets

Communication & Chat

File sharing and mentions
Notifications settings
Team conversations vs. client chats
Using in-app chat and messaging

Integrations & Customization

Custom fields, automations, and workflows

Reports & Analytics

Generating custom reports
Dashboard widgets and insights
Exporting data (CSV, PDF, etc.)
Performance metrics for projects, team, and finance

Troubleshooting & FAQs

Frequently asked questions
Error messages explained
Mobile app troubleshooting
Performance and sync problems
Common login and access issues

Resources & Best Practices

Accessibility & Browser Requirements
Glossary of terms
Tips for HK SMEs / franchise businesses