PnaPna | Business Cloud Software Suite

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Knowledge Base
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Basic Overview

Basics of PnaPnaTech

Learn the Basics

Projects

Get Started with Your First Project

How to create a project?

Lead

Creating a Lead

How to create a lead effectively?

Invoice

Creating an Invoice Made Simple

How to create an invoice efficiently?

Home

How to check an order assignment for today? How to use the Calendar? How to check quick statistics for Invoices, Latest Leads, Running Projects, and Tasks that are not finished? How to check an overview for Invoices, Estimates, and Proposals? How to check the latest To Do Items? How to check an overview of Leads? How to check project statistics by project status? How to check the latest Tasks? How to check the latest Projects? How to check the latest Reminders? How to check the latest Tickets? How to check the latest Announcements? How to check the latest Activities? How to check quick Payment Records? How to check contracts that are expiring soon? How to check employee ticket reports?

Projects

How to create a Project? How to create a Lead? How to create a Customer? How to create an Estimates/Proposal? How to create an Inspection? How to Check Punch List? How to check Incidents?

HR

How to use HR Dashboard? How to create a Staff? How to change or add an Employee's Insurance? How to create a Contract? How to manage a Day-Off Shift? How to use the Salary Schedule? How to use HR Settings?

More

How to get Activity Logs? How to create a Daily Logs? How to Create a Vehicle Log? HHow to Create a Goal?

Documents

How to use Storage Drive? How to use DOC Maker? How to create a Template? How to use 2D Map Design?

Marketing

How to create a Contract? How to create a Credit Note? How to use a Support System? How to use a Business Website?

Interact

How to do an inquiry through a Chat? How to do an inquiry through an Email? How to do an inquiry through a Helpdesk?

Servicing

How to check an order assignment for today? How to create and manage a New Order? How to check the Callback?

Financial

How to create an Expense? How to create an Invoice? How to check Payments?

PnaPna is a business productivity software for SMEs, that needs to upgrade from spreadsheets and docs. Get all applications in one subscription.