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Korussoft CRM User Manual v1.0

This document provides a professional, system-wide introduction to the Korussoft CRM platform. It is designed for customers, office users, dispatch teams, managers, and administrators who need a clear understanding of the main menus and daily workflow areas.

This first edition focuses on the overall system structure and explains what each major menu is used for. The next chapter will expand this manual with a guided checklist covering the recommended steps immediately after the first account is created and the first login is completed.

1. System Overview

Korussoft CRM is an operational platform built to manage customer information, field jobs, scheduling, accounting activity, inventory, account configuration, and user access from one centralized system. The main navigation is designed so teams can move from job intake to scheduling, invoicing, and account administration without switching tools.

3. Account Menu Details

The Account menu contains company-level configuration areas. These sections affect the organization’s setup and are typically maintained by account administrators or authorized managers.

  • Account Informations: review core company information and account identity details.
  • API Key Management: manage system-to-system access credentials.
  • Permission Management: control feature access and role-based privileges.
  • Branch Management: maintain office, branch, or service location records.
  • Account Tax Policy Management: configure tax behavior used in business operations.
  • Advertisement Management: manage campaign or source-related settings used for business tracking.
  • Financial Service Interface Settings: configure financial integration-related connection settings.

Administrative Note

Changes inside the Account menu can affect how your organization operates across multiple users. Access should be limited to approved administrators and reviewed carefully before saving production settings.

4. Recommended Usage by Role

  • Office Staff: primarily use Dashboard, Job Entry, Scheduler, and Accounting.
  • Dispatch Teams: rely heavily on Job Pool and Scheduler for daily coordination.
  • Managers: use Dashboard, Accounting, Account configuration, and reporting-related views.
  • Administrators: manage User Management and the Account submenu.

5. Next Chapter Preview

Planned next addition The next section of this manual will explain the recommended steps to take immediately after the first account is created and the first login is completed. This will include the initial setup sequence, company profile review, branch verification, user access confirmation, and key operational checks before daily use begins.
Korussoft CRM User Manual v1.0 | Official customer-facing documentation provided by Korussoft