Home Navigation Hub & Quick Action Launchpad
Step-by-step guide to using the Home navigation launcher, quick 1-tap creation modals (Add Customer, Add Product, Log Expense), and onboarding guides.
The Home page in PaniHisab serves as a fast app launcher and quick creation popup hub, providing 1-tap access to all major app modules and instant creation modals.
1. Navigation Launcher Grid
The Home page displays large, clear navigation tiles to jump into any module in 1 click:
- Daily Jar Entry: Jump to fast daily jar drop and return logging.
- Customers: Manage route customers, addresses, and custom jar rates.
- Products: Manage 20L jars, bottles, chilled cans, and default prices.
- Create Delivery: Schedule pending orders for driver dispatch.
- WhatsApp Billing: View monthly bills, filter paid/unpaid accounts, and send invoices.
- Reports: Track sales revenue, uncollected udhaari, and empty jar stock.
- Delivery Staff / Drivers: Create mobile driver logins and assign routes.
- Expenses: Log fuel, driver salaries, and plant maintenance costs.
- Settings: Configure shop profile, UPI ID for QR bills, and subscription plan.
- Tutorials: Watch video guides on running your water delivery business.
2. Quick 1-Tap Creation Modals
Add new entries without leaving your current screen using instant popup modals:
+ Quick Add Customer
Click + Customer on the Home screen to open a quick modal. Enter Customer Name, Mobile Number, and Delivery Address, then tap Save.
+ Quick Add Product
Click + Product to quickly create a new item (e.g., 20L Chilled Jar, rate ₹30).
+ Quick Log Expense
Click + Expense to log daily shop expenses (Fuel, Salary, Maintenance, Jar Purchase) with amount and note.
3. Onboarding Setup Checklist
New accounts feature a 4-step setup checklist on the Home screen to guide you through initial setup:
- Create Product: Add your standard water jar products.
- Add Customers: Import your route delivery customers.
- Log Daily Delivery: Perform your first jar drop entry.
- Send WhatsApp Invoice: Send a sample invoice to a customer on WhatsApp.
Home Page Shortcuts Reference
Quick reference guide for Home page features:
| Feature / Shortcut | Action Enabled | Destination Route |
|---|---|---|
| App Launcher Tiles | 1-click jump to any app section | /daily-entry, /customers, /billing, etc. |
| + Quick Creation Modals | Fast popup form without page reload | Customer, Product, Driver, Expense Modals |
| Setup Checklist | Interactive onboarding setup guide | Home page onboarding wizard |
Frequently Asked Questions
What is the difference between the Home page and Dashboard?
The Home page is a fast app launcher and quick creation popup hub. The Dashboard is your analytical command center displaying live revenue charts, daily KPI cards, and delivery streams.
Can I record daily shop expenses from the Home page?
Yes! Click '+ Add Expense' on the Home screen to record fuel, salary, or jar maintenance expenses in 1 tap.
Next Step Guide
Learn how to view live analytics, daily KPI cards, and risk warnings.