Documentation | CamVerion

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Getting started
The first steps after your CamVerion account is approved, in the best order, from company details to your first lead and quote.
Company settings
What every CamVerion company setting does, including tax details, bank details, document prefixes, terms, logo and defaults.

Leads
How to create a lead in CamVerion, what each field means, how lead statuses work and how to turn an enquiry into a quote.
Site visits
How to book a CCTV site survey in CamVerion, assign an engineer, fill in each field and use the visit's notes when quoting.
Quotes
A field-by-field guide to creating a CCTV quote in CamVerion, including line items, tax, discount, terms, sending and converting it.
Templates
How to save reusable quote templates and WhatsApp and email message templates in CamVerion, including every placeholder you can use.

Proforma invoices
When to use a proforma invoice for CCTV work in CamVerion, how to fill it in, how it creates installation jobs and what approving it does.
Invoices
How to create and send an invoice in CamVerion, what each field means, how invoice statuses work and how to handle tax details.
Payments
How to record full and part payments against an invoice in CamVerion, including each field, payment modes and references.
Customers
How customer records work in CamVerion, what each field means, and how documents and payments are kept together by customer.
GST returns (India)
How Indian CCTV companies use CamVerion to prepare GSTR-1, GSTR-1A, IFF and GSTR-3B data from their invoices.

Jobs and job types
How installation jobs work in CamVerion, including job types, each job field, assigning engineers, statuses, photos and costs.
Calendar
How to read the CamVerion calendar, plan staff schedules, and avoid double-booking installers across jobs, service calls and site visits.
Service calls
How to log and follow up on CCTV service calls in CamVerion, including each field, status stages, expenses and receipts.

Users and roles
How to add staff to CamVerion, what admin, office and field roles can do, and how the user limit on your plan works.
Attendance and leave
How staff punch in and out on CamVerion, how leave requests are approved, and how to read attendance, leave and job hour reports.
Expenses
How field staff claim expenses in CamVerion with a bill photo, how admins record repayment, and what each field means.

WhatsApp
How to link your company WhatsApp number to CamVerion and send quotes, invoices and receipts directly from the software.
Chrome extension
How to use the CamVerion Chrome extension to add enquiries from WhatsApp Web as leads without retyping them.