Part 1
Getting started
Open your workspace, bring your team in and find your way around.
Chapter 1 · 13 answersGetting startedYour first day: workspace, setup and the tour.
Chapter 2 · 18 answersSigning in and your accountPasswords, invitations, Google, the wrong workspace.
Chapter 3 · 11 answersTeam, roles and accessWho sees what, inviting people, user limits.
Chapter 4 · 9 answersApps, phones and working offlineInstalling, the phone app, no internet, dark mode.
Part 2
Winning work
From the first enquiry to a quotation the customer accepts.
Chapter 5 · 6 answersLeads and follow-upsEnquiries from first call to a won job.
Chapter 6 · 3 answersSite visitsMeasurement and survey visits, photos, missed visits.
Chapter 7 · 6 answersCustomersCustomer records, walk-ins, GSTIN and addresses.
Chapter 8 · 2 answersEstimates and costingYour own cost sheet before the quotation.
Chapter 9 · 24 answersQuotationsMaking, sending, changing and winning quotations.
Part 3
Running projects
Design, buying, site work and looking after the client after handover.
Chapter 10 · 11 answersProjectsFrom an accepted quotation to handover, with profit.
Chapter 11 · 4 answersTasks and My workGiving work to people and seeing what needs you.
Chapter 12 · 12 answersDesign, approvals and documentsDesign studio, client sign-offs, selections, files.
Chapter 13 · 5 answersPurchases and subcontractorsVendors, purchase orders, deliveries, work orders.
Chapter 14 · 17 answersInventory and stockGodown and site stock, site requests, counts, offcuts, Tally.
Chapter 15 · 4 answersSite reports, workers and camerasDaily reports, wage workers, site cameras.
Chapter 16 · 3 answersHandover and after-salesWarranties, complaints and AMC schedules.
Part 4
Money
Billing, GST, spending and the reports your accountant asks for.
Chapter 17 · 14 answersInvoices and paymentsBilling, part payments, balances, running bills.
Chapter 18 · 9 answersGST and e-way billsCGST, SGST, IGST, HSN, composition, e-way bills.
Chapter 19 · 3 answersExpensesSite and office spending, approvals and refunds.
Chapter 20 · 6 answersReportsMonthly summary, GST register, profit, payroll.
Part 5
Your people
Staff records, attendance, leave and payroll, and the employee's own page.
Part 6
Setting up Inbecto
Your rate card, company details, data, plan and connections.
Chapter 23 · 15 answersProducts, services and ratesYour rate card, measurements, options and drawings.
Chapter 24 · 10 answersSettings, branding and documentsLogo, numbering, terms, templates, menu.
Chapter 25 · 6 answersImport and exportBringing in rate cards, customers and leads.
Chapter 26 · 14 answersPlan, trial and paying for InbectoPackages, trial end, paying, Lywin invoices.
Chapter 27 · 4 answersNotifications, automation and connectionsThe bell, rules, API keys and Claude.- Chapter 28 · 3 answersVoice commandsSpeaking to Inbecto in English or Hindi.
Chapter 29 · 4 answersData, privacy and securityWho can see your data, backups, deleting.
Part 7
Help
When something is not working, and how to reach the Inbecto team.
