Product guides
Step-by-step help for every part of Qlomack BM.
Set up your organization, then follow each product’s workflow from the first record to the finished job, invoice or renewal. Every step matches the screens in the app.
Jump to a product
Getting started
Create your account, set up your organization and bring in your team and records.
- Getting started4 min
Create your account and start the free trial
Sign up, verify your email and create your organization. The 14-day trial of Business Pro starts the moment the organization exists.
Read the guide - Getting started5 min
Set up your organization
Complete your company details and regional settings, choose which modules are switched on, and add your branches and departments.
Read the guide - Getting started6 min
Invite your team and choose roles
Send invitations, pick the right built-in role for each person, create custom roles, and limit people to the branches they work in.
Read the guide - Getting started8 min
Add and import your records
Customers, suppliers, employees and products live in one shared Directory that every module uses. Add them one by one, or import them from Excel, CSV or Google Sheets.
Read the guide
Product guides
The core workflow of each product, end to end, and how it connects to the others.
- JMS9 min
Qlomack JMS: from service request to invoice
Log a request, turn it into a job, schedule and assign it, record the work and materials, complete it with the customer’s sign-off, send the report and invoice it.
Read the guide - ERP9 min
Qlomack ERP: stock, purchasing and goods receipts
Set up warehouses and opening stock, raise and approve purchase orders, send them to suppliers, receive goods, move and adjust stock, and reorder in time.
Read the guide - VendorHub8 min
Qlomack VendorHub: vendors, quotations and contracts
Approve new vendors, turn purchase requests into quotation requests, compare the quotes and award the best one, and never miss a contract renewal.
Read the guide - Workforce9 min
Qlomack Workforce: attendance, shifts, leave and timesheets
Set your working week, record attendance, plan shifts, approve leave and timesheets, and export payroll-ready attendance for your payroll process.
Read the guide - CFO14 min
Qlomack CFO: invoices, payments and collections
Send quotations, issue numbered invoices (GST tax invoices in India), record payments, follow up overdue accounts, correct with credit notes and automate recurring billing.
Read the guide - Comply8 min
Qlomack Comply: records, renewals and tasks
Track every licence, permit and certificate with an owner and an expiry date, keep document versions, record renewals and plan compliance tasks.
Read the guide - AssetCare8 min
Qlomack AssetCare: assets, schedules and work orders
Register each asset, record who holds it, schedule preventive maintenance, handle repairs through work orders, and see what each asset costs to keep running.
Read the guide - TradeDesk10 min
Qlomack TradeDesk: trade orders, shipments and documents
Create export and import orders, plan their shipments, follow milestones and the document checklist, and print numbered commercial invoices and packing lists to send to your buyer.
Read the guide - LeaseFlow12 min
Qlomack LeaseFlow: units, agreements and rent
Add what you rent out, reserve it, activate agreements with a rent schedule, record payments and deposits, print receipts and statements, remind tenants by email, and renew or end agreements.
Read the guide
Plans & billing
The free trial, choosing a plan and modules, extra users and cancelling.
- Billing5 min
Choose a plan and pay
Pick the plan that fits, choose your modules on Starter or Essential, add extra users if you need them, and pay through Razorpay or Stripe.
Read the guide - Billing5 min
Change modules, users or cancel
Swap modules, move to another plan, add users or cancel at the end of the period, and what happens to your workspace and data afterwards.
Read the guide
Working across the platform
Dashboard, search, tasks and approvals, notifications, reports, documents and integrations.
- Platform3 min
Customise your dashboard and find anything
Pick the widgets you care about, filter the dashboard by branch and period, and jump to any record or page with global search.
Read the guide - Platform4 min
Tasks and approvals
Assign work to your team, and approve or reject purchase orders, purchase requests, new vendors, trade orders and leave from one queue.
Read the guide - Platform3 min
Notifications and your preferences
Read reminders and updates in one list, and choose which kinds reach you in the app and by email.
Read the guide - Platform4 min
Reports, CSV exports and scheduled reports
Every module’s reports in one place, CSV downloads, an organization overview by branch, and reports sent to your team on a schedule.
Read the guide - Platform3 min
Documents and attachments
Keep files in one private library or on the records they belong to, with every version kept.
Read the guide - Platform5 min
Integrations and webhooks
What connects today, what is planned, and how to send signed webhook events to your own systems.
Read the guide
Account & security
Your Qlomack account, password and sessions, access and your data.
- Account3 min
Your Qlomack account
One sign-in for every Qlomack product and organization. Your account page shows your profile and each organization’s plan and usage.
Read the guide - Account5 min
Password, two-factor authentication and sessions
Verify your email, change or reset your password, protect sign-in with an authenticator app, and sign out devices you no longer use.
Read the guide - Account3 min
Branch access and the audit log
Limit people to the branches they work in, and use the audit log to see who changed what, and when.
Read the guide - Account4 min
Export your data
Export everything as one ZIP of CSV files, or download records as CSV from each module and the Reports page.
Read the guide
The quickest way to learn it is to try it.
Start a 14-day free trial with every module switched on and follow the guides with your own data. No card needed.