Lead to Staff Assignment

Manpower Management System

Manage leads from caterers, hotels, resorts, banquets and assign staff with profit tracking.

Operations Snapshot

See the whole staffing day before you dive into the details.

Use this workspace to move quickly between fresh leads, upcoming events, staffing gaps, and payment follow-ups without losing the overall picture.

Workspace Focus

Daily Dispatch

Primary Flow

Lead to Duty

Finance Lens

Balance Watch

01 Capture demand

Track fresh enquiries and event details before they get buried in chat.

02 Plan requirements

Define role counts, reporting time, rate, and location for each event.

03 Close shortages

Assign the right staff and keep gaps visible until dispatch is secure.

04 Track money

Stay on top of staff payments, client billing, and event-level profitability.

Today & Upcoming

Upcoming Events

Sales Focus

Hot Leads

Operations

Pending Staff

Payments

Payment Alerts

Notifications

Unread Alerts

Export Data

Download Reports

App Tools

Demo, Backup & Restore

Use demo data for testing. Backup saves the current browser snapshot as JSON. You can also import saved browser-only data into a secure workspace after owner login. Restore and clear tools work only for local browser data, not secure backend workspaces.

Live Operations

Event Day Command Center

Today

Manage today’s events, staff attendance, client contact, shortage and duty sheet from one screen.

Select a date to view events.

Workspace Notifications

No notifications yet.

Client Master

Customer / Client Database

Client List

Keep your client book clean, track recovery at a glance, and jump from a client to their events and ledger quickly.

Client relationships stay cleaner when sales, billing, and event history stay together. Use this area to maintain a reliable client master, open past activity fast, and keep payment follow-up tied to the right business.

Best for Repeat business tracking

Watch closely Pending and partial collections

Next move Open a client, then jump to events and ledger

Click any client name to view full details.

Client	Type	Contact	City	Events	Payment	Total Bill	Received	Balance	Last Event	Action
No clients found

Lead Management

Lead / Client Requirement

New Lead

Capture fresh enquiries quickly, keep follow-up visible, and move confirmed work into staffing without losing contact details or payment context.

This is your sales-to-operations handoff point. Every strong lead record should help the office team answer three questions fast: who is the client, what is the event, and what needs to happen next.

Best for New enquiries and follow-up tracking

Watch closely Hot leads and pending payment jobs

Next move Confirm lead, then add requirements

Lead	Type	Contact Person	Contact	Date	Location	Source	Follow-up	Priority	Client Payment	Advance	Status	Action
No leads found

Lead Control Room

Lead Detail View

Staff Requirement

Add Requirement to Lead

Convert confirmed lead demand into role-by-role requirements so dispatch, shortage checks, and billing all start from the same plan.

Requirements are the bridge between sales promises and real staffing execution. Use this step to lock down how many people are needed, what role they should cover, and what client rate is tied to each line item.

Best for Breaking one event into clear role counts

Watch closely Pending quantity after assignments start

Next move Add requirement, then assign by role

Lead	Business Type	Date	Role	Required	Assigned	Pending	Client Rate	Action

Staff Master

Staff Profile & Ledger

Staff List

Add staff, click staff name, and view full details, duty ledger, paid amount and remaining amount on this same page.

Keep staff data usable for dispatch, not just stored for reference. Strong staff profiles reduce assignment mistakes, help the office spot availability problems early, and keep payment and document follow-up attached to the right person.

Best for Availability, rate, and role control

Watch closely Inactive staff and missing documents

Next move Open staff detail, then assign by role

Click any staff name to view full details and ledger.

Staff	Role	Contact	Rate	Status	Availability	Unavailable Date	Duties	Amount	Attendance	Action
No staff found

Execution

Assign Staff to Lead

Match available staff to live requirements, keep attendance and payment status visible, and close pending roles before event time.

This is where the office turns planning into real dispatch. Choose the lead, map the right requirement, and assign the best-fit staff without losing sight of days, pay status, or overall margin.

Best for Role-by-role dispatch control

Watch closely Attendance, pay status, and client rate gaps

Next move Assign first, then check shortage and duty sheet

Select a requirement to see best staff suggestions.

Lead	Business Type	Staff	Role	Date	Days	Attendance	Staff Rate	Client Rate	Client Payment	Advance	Staff Payment	Staff Pay Status	Profit	Action

Operations Alert

Role-wise Staff Shortage

Shortage Check

Check role-wise shortage for every event before duty day.

Shortage checks help you see tomorrow’s problem before it becomes today’s emergency. Use this screen to compare required staff against actual assignments and identify where the office still needs to source, shift, or confirm people.

Best for Role-by-role gap visibility

Watch closely Last-minute shortages on confirmed events

Next move Fix shortage, then print duty sheet

Select a lead to check staff shortage.

Availability

Staff Availability Calendar

Check a date before you promise staff, so dispatch decisions are based on actual availability instead of assumptions.

Availability checks protect the team from avoidable overbooking. Use the selected date to compare free staff, busy staff, and upcoming commitments before you lock in assignments or accept extra demand.

Best for Pre-dispatch availability checks

Watch closely Busy dates and role bottlenecks

Next move Return to assignment after checking the date

Select a date to check available and booked staff.

Before Invoice

Client Quotation / Proposal

Create a quotation before confirmation. It uses lead requirements, quantity, rate and days.

Quotation is where sales promise becomes a structured offer. Use this screen to move hot leads forward with a proposal that already reflects staff roles, quantities, pricing, and commercial terms.

Best for Proposal-ready event leads

Watch closely Hot leads waiting on price clarity

Next move Send quote, then track pipeline status

Select a lead to preview quotation.

Staff Payment

Payment Voucher

Select a staff assignment and print a payment voucher or send payment confirmation.

Payment vouchers keep payout communication clean and traceable. Use this screen when dispatch is done and the office needs to confirm who was paid, for which event, and for how much.

Best for Single-assignment payment proof

Watch closely Unpaid completed staff duties

Next move Send voucher, then settle the event

WhatsApp Payment Message

Select assignment to preview payment voucher.

Event Operations

Duty Sheet

Select a lead to print a duty sheet for your captain/manager and export assigned staff.

Duty sheets are the handoff from office planning to on-ground execution. Use this once staffing is mostly locked so supervisors have the right event details, date, location, and assigned team in one printable view.

Best for Captain and manager event handoff

Watch closely Events with assignment gaps

Next move Print duty, then monitor settlement

Select a lead to preview duty sheet.

Staff Payment

Staff Payment Settlement

Payments

Select an event and settle staff payments based on attendance and assigned duty days.

Staff	Role	Phone	Days	Rate	Total Pay	Attendance	Status	Action
Select a lead to view settlement

Real Profit

Event Expense Tracking

Record every event-side cost that affects margin, so the office can see actual profitability instead of guessed numbers.

Expense tracking is what turns billing data into true profit data. Use this section to capture transport, food, uniform, commission, and one-off costs before they disappear into memory or chat history.

Best for Event-level cost capture

Watch closely Costs on low-margin events

Next move Add cost, then review profit

Lead	Date	Type	Amount	Note	Action

Owner View

Event-wise Profit Report

Review event-level earnings, staff cost, expenses, and actual profit in one owner-facing view.

Profit review should help you decide where to push, where to price better, and where costs are leaking. Use this view to compare events against each other and spot whether billing, staffing, or expenses are pulling profit down.

Best for Event-wise owner review

Watch closely Low-profit and negative-margin jobs

Next move Review cost, then adjust pricing or staffing

Business Report

Quick Reports

Keep the owner’s daily picture simple: incoming demand, follow-up pressure, staffing pressure, and payment pressure in one place.

These quick reports are for fast business reading, not deep auditing. Use them to understand whether today’s problem is weak sales follow-up, staffing shortage, or slow collections before you open the detailed screens.

Best for Owner morning and evening review

Watch closely Payment pending and hot follow-up load

Next move Jump from summary into the right work section

New Leads

Follow Up Leads

Hot Leads

Today Follow-ups

Cancelled Leads

Present Staff Entries

Client Payment Pending

Staff Payment Pending

Total Pending Staff

Communication

WhatsApp Message Templates

Select a lead, staff and template, then copy or open WhatsApp message.

Use templates when the office needs speed without losing consistency. These messages help the team follow up, confirm duties, and push payments with less typing and fewer errors during a busy day.

Best for Fast staff and client messaging

Watch closely Hot follow-ups and pending balances

Next move Send message, then update lead status

Open WhatsApp

Sales CRM

Lead Pipeline Board

Read the pipeline by stage so the team can see whether today’s pressure is new demand, slow follow-up, quoting, confirmation, or collections.

The pipeline should make sales movement obvious at a glance. Use this board to spot stalled leads, overloaded follow-up, and jobs that should already be moving toward confirmation or payment.

Best for Stage-by-stage sales visibility

Watch closely Quotation sent and payment pending stages

Next move Jump back into lead actions quickly

Documents

PDF / Print Export Center

Click a document button, then choose Save as PDF from your browser print dialog.

This is the office export desk for sales, dispatch, and owner review. Use one place to generate the key customer, staff, and owner documents instead of hopping across multiple screens every time a PDF is needed.

Best for Quotations, duty sheets, and owner PDFs

Watch closely Events that are ready but not exported

Next move Export, then share with team or client

Database

Browser Database Center

Local DB

Structured browser tables for leads, clients, staff, requirements, assignments and expenses.

This area keeps the workspace safe before cleanup, restore, or migration work. Use it to understand how much browser data exists, whether a workspace import is pending, and when to back up before major changes.

Best for Backup, restore, and data checks

Watch closely Pending import snapshots and browser-only data

Next move Back up before major edits or restore

Access Control

Multi-user Roles

Owner

Review who can access what, how the workspace is being used, and whether this browser is running in local-only or secure workspace mode.

Role access should match responsibility, not just convenience. Use this area to keep sales, finance, admin, and owner access aligned with the work each person actually needs to do.

Best for User access and workspace control

Watch closely Seat usage, billing restrictions, and audit load

Next move Review users, then refresh workspace data

Owner

Full control over leads, staff, payments, reports and settings.

Manager

Can manage clients, leads, requirements and staff assignment.

Accountant

Can manage invoices, vouchers, expenses and payment reports.

Viewer

Read-only report access for business review.

Workspace Sessions

Owner session controls will appear here after secure workspace login.

Workspace Settings

Owner workspace settings will appear here after secure workspace login.

Audit History

Owner activity history will appear here after secure workspace login.

Run leads, staffing, duty sheets, and payouts from one operating system.

ManpowerOS

Send a secure reset link to the workspace billing email.

Email Reset Link

Set a new owner PIN from the secure email link.

Choose New PIN

Give field staff a simpler way to check their own work and access.

ManpowerOS

Protect workspace access with a fresh PIN before continuing.

Set New PIN

Reset workspace access without losing control of the account.

Office Reset Code

See the whole staffing day before you dive into the details.

Workspace Focus

Primary Flow

Finance Lens

Upcoming Events

Hot Leads

Pending Staff

Payment Alerts

Unread Alerts

Download Reports

Demo, Backup & Restore

Event Day Command Center

Workspace Notifications

Customer / Client Database

Lead / Client Requirement

Lead Detail View

Add Requirement to Lead

Staff Profile & Ledger

Assign Staff to Lead

Role-wise Staff Shortage

Staff Availability Calendar

Client Quotation / Proposal

Payment Voucher

Duty Sheet

Staff Payment Settlement

Event Expense Tracking

Event-wise Profit Report

Quick Reports

New Leads

Follow Up Leads

Hot Leads

Today Follow-ups

Cancelled Leads

Present Staff Entries

Client Payment Pending

Staff Payment Pending

Total Pending Staff

WhatsApp Message Templates

Lead Pipeline Board

PDF / Print Export Center

Browser Database Center

Multi-user Roles

Owner

Manager

Accountant

Viewer

Workspace Sessions

Workspace Settings

Audit History

My Staff Dashboard

My Alerts

Upcoming / Today Duties

Attendance Summary

Duty History