UniQ Sales & Product Training
Select a training module from the left. All attached training material is bundled into the Hostinger deployment and opens inside the app for every employee.
Hostinger/MySQL is temporarily unavailable. Changes entered on this device remain protected as local drafts until SQL confirms them. Drafts are not visible to other devices until saved online.
Keep the existing Admin username and PIN entered above. Request a one-time code, then copy it from your Hostinger Node.js Runtime Logs. The code expires after five minutes.
Use your actual Admin username or saved display name, not necessarily your full name as written on the login screen. The screen shows whether the request reached the server, was rejected, or was rate-limited. No password or PIN is logged.
Dedicated Admin employee-performance view. Full historical team data is loaded from MySQL, then filtered here. Click any executive metric to open that employee's actual records in the selected section.
| Executive | Quotations | Daily MIS / Calls | Positive | Bookings | Clients | Tasks | 🚨 Missed | Total Work | Last Activity |
|---|---|---|---|---|---|---|---|---|---|
| Loading complete team performance… | |||||||||
Filter by employee, specific day/date range, location, firm or any text. Click an executive/metric to drill into that employee's actual Quotation, Daily MIS, Positive, Booking, Client or Task records.
Complete the follow-up here: choose the call outcome, record what happened, and set the next action/date or resolve it. Date-only changes are not allowed. Every confirmed update is retained in MySQL history.
Only open bookings are shown. Delivered reports are excluded automatically.
Search client/company name, phone, email or quotation number to see the complete sales history across all modules.
| No. | Date | Client | Firm | Value | Status |
|---|
Each billing item can include a Description / Charge Explanation to explain special preparation, instrument time, outsourced testing, urgency or other parameter-specific charges.
Create a PI from any saved quotation or create a fresh PI for a new/existing client. Hostinger/MySQL saves the PI with your employee account.
| Product / Parameter + Description Points | Qty | Rate ₹ | Amount ₹ |
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| PI No. | Date | Client | Source Quotation | Total | Remarks |
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Plan client meetings, assign the follow-up, and keep the outcome linked to the employee workspace.
| Date | Time | Client | Contact | Location | Purpose | Follow-up | Status | Notes |
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Employee enters the docket once. It saves first to Hostinger/MySQL, mirrors to the Courier Tracking Google Sheet tab, and keeps the courier partner website one click away.
| Date | Employee | Docket | Courier Partner | Website / Track | Client / Receiver | Destination | Status | Docket Details | Remarks | Updated | Actions |
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Admin: live MySQL remarks, payment amounts, follow-up dates, issues and proof references for every executive, including historical accounts.
3-step safe workflow: Import Excel → Admin confirms which Excel columns mean Customer, Due/Outstanding, Sales Person/Manager and Invoice → map every imported Sales Person to an app executive or Company-wise Due. Header names and column positions may change from file to file.
| Executive | Invoices | Imported Due | Payment Entered | Balance | Follow-ups | Issues |
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| Executive | Company | Invoice Date | Invoice | Customer | Imported Due | Balance | Age | Excel Manager | Phone | Status | Payment ₹ | Next Follow-up | Issue | Remarks | Proof | Save |
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| Company | Customer | Invoice | Invoice Date | Imported Due | Balance | Age | Excel Manager | Phone | Status | Payment ₹ | Next Follow-up | Issue | Remarks | Proof | Save |
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Search the attached Product Wise and Parameter Wise master rates. Add to Quotation sends the item directly to Quotation Maker with the Executive Price prefilled; the rate remains editable before quotation generation.
| Type | Category / Section | Test / Package | Details | Standard / Walk-In | Corporate | Executive | Manager | Head |
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Select a training module from the left. All attached training material is bundled into the Hostinger deployment and opens inside the app for every employee.
Select a saved quotation and a service profile. The app creates a visually formatted firm-wise email, can copy it with formatting, and can save a Gmail draft in the Google account under which the Apps Script web app is executing.
Connect each employee's own mailbox once. For Gmail, the preferred option is Connect My Gmail / Workspace. A 16-digit Google App Password remains available as a fallback. Saved secrets/tokens are encrypted on Hostinger.
🔒 Permanent quotation + approval history: all latest SQL-loaded executive quotations remain searchable. Approved/declined decisions stay attached to the quotation history.
| Quotation No. | Date | Client | Firm | Value | Status | Follow-up | Positive | Approval | Cloud Storage | Remarks |
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Sales personnel can record each confirmed booking and promised report due date. The Dashboard alerts one day before the due date and again on the due date until the booking is marked Report Delivered.
| Date | Booking No. | Company | Sales | Location | Product | Service | Business ₹ | Report Due | Status | Remarks |
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Track positive prospects with standardized remarks plus manual notes. Use the filters to segment by sales person, location, product, feedback or remarks.
| Date | Sales Exec. | Client Name * | Contact No. * | Company | City | Product | Test Type/Service | Lab Referred | NABL Req. | UniQ Rate | Quoted Price | Feedback | Follow-up | Due Date | Remarks | Booking Business | Action | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Auto from Bookings |
Every MIS entry remains editable so the sales person can update status, next action, next date and remarks every day.
| Sr. | Date | Status | Contact | Company | Phone | Email ID | Location | Product | Next Action | Next Date | Quotation | Remarks | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| auto |
Import and merge client/contact data. Duplicate protection prioritises email, phone/mobile, then company + contact name.
Headers match your Client List sheet — type straight into the row below, Excel-style, then hit Add.
| Client ID | Company Name * | Contact Person | Designation | Phone | City | State | Country | Industry | Client Since | Account Mgr. | Annual Revenue | Status | Last Contact | Notes / Remarks | Follow-up | Due Date | Next Action | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Saved permanently on Hostinger. Status changes are delivered live to the requesting salesperson and Admin.
| Time | Type | User | Quotation / Discussion | Client / Detail | Phone | Amount | Status | Admin Note / Files | Action |
|---|
Use the category row to view messages from all accessible senders. Select a conversation for its chat controls.
Admin or the conversation creator may add/remove employees. The creator is protected. Removed employees lose access to that Group/Group DM, but their original Drive files are not deleted.
3,841 customers from your 2020–2026 revenue workbook · one client profile for Active, Silent and Lost relationships. Correct contact details and record every call, next step and task.
| Customer / Firm | Relationship | Lifetime ₹ | Contact / Executive | Work status | Next follow-up | Action |
|---|---|---|---|---|---|---|
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Source data: invoice revenue excluding GST, through 27 Oct 2026. An Excel “Active” designation reflects billing recency, not verified customer availability. Manual phone corrections, actions and tasks remain unchanged when reimporting or redeploying.
One live view for Admin across every employee login. Includes due payments, pending follow-ups, remarks, issues, and unassigned/company invoices.
| Executive | Invoice | Customer | Due ₹ | Paid ₹ | Balance ₹ | Next action | Payment remarks / Issue |
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Read-only MySQL audit: quotation saves, due changes, booking updates, approvals and other recorded business actions. Search/refresh without reloading all employee workspaces.
Existing and historical quotation/Due Excel remarks. Use Old Remarks to search older saved SQL versions; no data is restored or modified.
Choose any executive to audit their complete saved Sales CRM in read-only mode. No login switching or employee data modification.
Check which employees have registered a browser for push notifications. Send a test to verify delivery.
MySQL-only thread metadata, not duplicate attachments. Resolved text history is archived to Google Sheets.
| Date | Reference | Client / Company | Status | Amount | Remarks / Follow-up / Details |
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Permanent device trust: once approved, the same device remains approved for that user until Admin explicitly denies/revokes it.
| Requested/User | Device | Platform | Last Seen | Status | Action |
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Live sales-performance snapshot with a transparent AI Performance Index. The current Employee of the Month – Sales candidate is provisional and recalculates from live MySQL data.
| Rank / Executive | Today | This Week | This Month | AI Index | Pro-rata Month End | Last Work |
|---|---|---|---|---|---|---|
| Loading executive performance… | ||||||
One deployment, one central database. Create/deactivate users, issue/reset temporary passwords, inspect each salesperson's workspace, and review a company-wide activity trail.
Admin-only maintenance. Deletes all safely detectable old UniQ deployment ZIP/backups, old work folders and disposable app caches from this active Hostinger application directory. The current deployment, MySQL data, Google Drive files, training library and required Node modules are never deleted.
This is the Admin's central daily control view. It consolidates work saved by every employee from their own login — quotations, Daily MIS/Quick Leads, new clients, positive clients, bookings and tasks.
| Employee | Online | Quotes | Quoted Value | MIS / Leads | New Clients | Positive | Bookings | Tasks | Total Work | Last Work |
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User 1, User 2 and every other salesperson appear in one combined Admin table. New server entries are pushed here by live events, normally within about one second.
| Saved / Date | Sales User | Record | Client / Company | Status / Detail |
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Users submit a saved quotation for one admin decision. Approval/rejection is written back into that user's workspace automatically.
| Requested | User | Quotation | Client | Value | Status | Decision Note | Action |
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| User | Name | Team / Firm | Role | Access | Status | Last Login | Last Seen | Logins | Actions |
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Use when an employee leaves. Every login has its own dedicated SQL workspace. Copy or move business records to another employee. Executive signatures are deliberately NOT transferred.
| No. | Date | Company | Value | Status |
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| Booking | Company | Due | Status |
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| Date | Company | Status | Remarks |
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| Task | Client | Due | Priority |
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| Time | User | Action | Module | Record | Details | Device |
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Address and phone are sourced from official tax invoices (see the locked card below) and aren't editable here — everything else on this card is yours to adjust freely.
Sourced directly from this firm's real tax invoices and locked so they can't be edited by anyone in the app — this protects the GSTIN, PAN, bank account, and logo that appear on every quotation from accidental or unauthorized changes. If any of these ever change, ask Claude to update the app from the new official document.
This firm's real logo hasn't been sourced yet — it's showing the colored-initial fallback. Share the official letterhead/invoice PDF (as a file upload) and it can be added and locked in like the others.
Set it once, use it everywhere. Each executive can maintain a separate signature for every firm. Signatory name, designation and drawn signature are editable and are saved user-wise on the Hostinger/MySQL account. Firm name and address are taken from the locked firm master; quotation header/footer contact is permanently testings.laboratory@gmail.com · 9711411235. The signature itself remains strictly user-wise and uses that employee’s saved account email.
Signature is user-wise + firm-wise and can be updated later. Firm identity/address cannot be changed from this signature editor. The quotation header/footer always uses testings.laboratory@gmail.com · 9711411235; the employee’s own account email is shown only in that employee’s signature.
Your login name and assigned team/firm are fixed by Admin. You can add or update your own email address here.
Change only your own app password. Other active sessions for this username are revoked.
The portal now shows the storage architecture clearly instead of hiding it in the backend.
Visible proof: Quotation Tracker now shows Hostinger, Google Drive and Google Sheet status for each quotation, including the Google Sheet row number when confirmed.
Only the original editable Word forms travel with quotation emails: TRF DOCX + Customer Feedback DOCX. No pre-filled/PDF form is attached.
TRF is mandatory for sample booking.
Hostinger server is authoritative. Every edit is queued online immediately; rapid typing is safely combined into a short save so Hostinger process usage stays low. Browser storage is only a temporary recovery cache; successful saves are confirmed by the server. Live server events keep mobile, desktop and Admin views aligned.
Offline safety: quotation/MIS/client/task/booking edits are stored in this browser before any network request. If internet is unavailable, continue working normally. The first verified user claims the current pre-login offline work; after the server confirms it was saved, that guest cache is cleared so another user cannot accidentally inherit the same work.
Hostinger cloud is required for team use. Excel/CSV local parsing remains available; optional external connectors require separate configuration.
Backup includes every quotation, sales to-do/reminder, tracker remark log, positive clients, Daily MIS, Client List, firm master data, and signatures.