User Documentation

Complete guide to using DSLR Photographer's CRM

Getting Started

1. Download & Install

Download the DSLR CRM app from Google Play Store or Apple App Store. The app is free to download and use.

2. Create Account

Sign up using your mobile number. You'll receive an OTP for verification. Once verified, your account will be created with default business settings.

3. Setup Business Profile

Complete your business profile with company name, contact details, logo, and social media links. This information will appear on your quotations and client portals.

Core Features

Quotation Management

Create Quotations: Add customer details, select services, set events, and define deliverables. The system automatically calculates pricing and profit margins.

Share Quotations: Generate professional PDF quotations and share via WhatsApp, email, or direct link.

Track Status: Monitor quotation status (New, Sent, Accepted, Rejected) and follow up with clients.

Order Management

Convert Quotations: Easily convert accepted quotations to orders with a single tap.

Track Progress: Monitor order status from New → OnGoing → Delivered → Completed.

Event Scheduling: Add multiple events with dates, locations, and specific requirements.

Deliverable Tracking: Set delivery dates, upload files, and track completion status.

Payment Tracking

Record Payments: Log payments received with source, amount, and date.

Balance Monitoring: Automatically calculate outstanding balances and payment due dates.

Payment History: View complete payment timeline for each order.

Client Communication

Order Summaries: Share professional order summaries with clients via unique links.

Notes & Updates: Add internal notes and client communications for each order.

Client Portal: Clients can view their order status, payments, and deliverables online.

Step-by-Step Workflow

1
Create Quotation

Add customer details, select services from your catalog, define events and deliverables, set pricing.

2
Share with Client

Generate and share professional quotation PDF via WhatsApp, email, or direct link.

3
Convert to Order

Once client accepts, convert quotation to order with unique order code.

4
Track Progress

Update order status, record payments, upload deliverables, and communicate with client.

5
Complete Order

Mark deliverables as completed, ensure full payment, and close the order.

Tips & Best Practices

Business Setup

  • Complete your business profile with logo and contact details
  • Set up your service catalog with accurate pricing
  • Customize quotation templates to match your brand
  • Add your terms and conditions to quotations

Client Management

  • Always collect WhatsApp numbers for easy communication
  • Share order summaries with clients for transparency
  • Use notes feature to track client preferences
  • Follow up on pending payments regularly

Order Tracking

  • Update order status regularly to track progress
  • Set realistic delivery dates for deliverables
  • Upload deliverables as soon as they're ready
  • Record payments immediately when received

Support

Need Help?

If you need assistance or have questions about using DSLR CRM:

  • Email: support@dslr.app
  • Website: https://dslr.app
  • Response Time: Within 24 hours

Feature Requests

We're constantly improving DSLR CRM. Send your feature requests and feedback to help us build better tools for photographers.