Support Manual

Owner, admin, staff, and customer guidance in one place

Use this public guide to understand onboarding, support escalation, Customer 360 workflows, ticket handling, payment and ledger context, and role-based operations.

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Customer Workflow Guide

Customer 360, CRM, invoices, payments, tickets, ledger, notes, documents and audit history explained as one customer-level workflow.

Finance and Support Guide

Recurring invoicing, invoice discounts, safe payment edits, reversal/repost correction, payable invoice lookup, ticketing and field support.

Specifications Guide

Role-based access model, company-wise module control, shared-hosting readiness, security controls and governance checkpoints.

Operations Guide

Dashboard Action Center, role visibility, field teams, NMS monitoring, WhatsApp/SMS/email communication logs and support escalation.

Manual coverage

  • Role-based sections for platform owner, company admin, staff, technician, collector and customer.
  • Searchable workflow references for Customer 360, invoices, payments, tickets, ledger and audit history.
  • Clear escalation path for demo, onboarding, technical support and portal login issues.

Modules and feature map

  • CRM + Billing: leads, customers, plans, recurring invoices, discounts, collections and ledger follow-up.
  • Operations + Support: tasks, tickets, field visits, ticket history and technician coordination.
  • Monitoring + Governance: NMS targets, alerts, logs, immutable audit events and company-level operational visibility.

Specifications and implementation notes

  • Company-wise module control so each workspace runs only required workflows.
  • Role boundaries for platform owner, company admin, staff and customer interfaces.
  • Template Studio and documentation workflow for visiting cards, staff IDs, leaflets and certificates.
Solutions

Explore Zerolink RMS workflows

Find the product workflow relevant to your team, revenue model, or service operation.

CRM & Customer 360 /crm-customer-360-software Billing & Collections /billing-collections-software Rental & Subscriptions /rental-subscription-management-software HR & Payroll /hr-payroll-management-software Field & Fleet /field-fleet-management-software NMS Monitoring /nms-monitoring-software Tickets & Complaints /ticket-complaint-management-software Inventory & RMA /inventory-asset-rma-software Marketing Tools /marketing-tools-software

Support and Escalation Contact

Use this form when the manual does not fully answer your onboarding or workflow question.

Emailinfo.zerolink@gmail.com

WhatsApp+9050500422

ResponseDemo, pricing and onboarding enquiries are routed for structured follow-up.

Open the full searchable manual

Use this public manual first, then log in for the authenticated role-specific manual when your team needs internal workflow details.

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