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Service management · Foundations

The foundations behind your service management.

Every ZlyntOffice module shares these. Here is how each works for your services, requests and billing.

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Channels

Ask about your work wherever you are.

Ask the business brain in plain words in the app. It shows you the change first and waits for your tap before anything moves. Asking from any request screen is coming soon.

  • In-app chat is live today
  • Slack, Teams, WhatsApp and email are coming soon
  • Every change waits for your confirmation
  • 10 minutes to undo after you confirm

In-app chat · Arjun

  • Asked"Bill Kavya Foods for their GST registration."
  • Answer4 of 5 steps done · fee and tax on the request
  • SuggestedAsk Karthik to close the last step
  • StatusWaiting for Confirm
Workflows and forms

Your steps and your fields.

Request forms come from the same form builder used across ZlyntOffice, with service forms coming soon. Workflows move requests on and add sign-off where you need it.

  • Your own fields on every request
  • Fields that show only for one service
  • Approvals on fee changes and sign-off, with write-offs coming soon
  • Built by your department and approved by its lead

Website audit

  • FieldsWebsite URL, Audit scope
  • RequiredWebsite URL
  • WorkflowChecklist done, then Ready for review
  • ApprovalReviewer before Done
Roles and visibility

The right people see the right work.

Roles are built from permissions, so each person gets exactly the access their work needs. Keeping money with the people you allow is coming soon.

  • See your own, your department's or every request
  • Permission to manage services and checklists, coming soon
  • Money visible only with permission, coming soon
  • A read-only auditor role for reviews, coming soon

Accounts team · Requests

  • VisibilityAccounts department
  • Manages servicesComing soon
  • Can see moneyComing soon
  • AuditorComing soon
Permissions and audit

Every change on the record.

The business brain can do only what the person asking can. Each action is logged on the request with who did it. Recording whether it came through the business brain is coming soon.

  • The brain sees only requests you can see
  • Brain actions logged in your name, coming soon
  • Sensitive actions confirmed in the app
  • Workflow runs kept with each step, coming soon

Kavya Foods · GST registration · History

  • Draft invoice raisedArjun · 10:42
  • Final review tickedKarthik · 10:31
  • Fee change approvedMeera · 12 Oct
  • Request createdFrom the service · 1 Oct
Recoverable deletion

Bringing back deleted work is coming soon.

Deleted requests that can come back, and archived requests that reopen when you need them, are coming soon.

  • Deleted requests recoverable, coming soon
  • Archived requests reopening at their last stage, coming soon
  • History coming back with them, coming soon
  • Switching the module off never deleting data, coming soon

Okra Foods · Q2 report · Archived · Coming soon

  • HistoryKept
  • StepsKept
  • Reopens toReview
  • RestoreAnyone with permission
Security and privacy

Sensitive work stays protected.

Risky actions always ask again inside the app. Keeping fees and costs with the people meant to see them is coming soon. Hosted in India today.

  • Amounts visible only with permission, coming soon
  • Clients confirm who they are on document links
  • Deleting a request always confirmed in the app
  • Changing a fee or raising an invoice confirmed in the app

Security settings · Service management

  • Fees and costComing soon
  • Document linksEmail check, tax number coming soon
  • Delete a requestConfirm in app
  • Raise an invoiceConfirm in app
Get started

Let finished work turn into
invoices from day one.

Start free for 14 days. No credit card, and you can add your first service the same afternoon.

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