Selvect

Selvect services & dashboards

From customers and quotations to jobs, stock, payments and people. Explore what each dashboard does and how your company’s records connect.

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A place for every part of your business

Your dashboards. One connected company.

Five core dashboards, a personal My Work area and an optional Company overview. Access follows your package, company settings and role.

Sales

Follow the customer relationship from the first enquiry to the final receipt.

  • Save client contacts, build quotations and manage approval and follow-up statuses.
  • Track invoice totals, paid amounts and balances; record full or partial payments and receipts.
  • Download branded quotations, sales orders, invoices and receipts with the creator’s saved document details.
  • Keep capital and expense records, view collections and outstanding amounts, and share private customer portal links.

Approved quotations connect to sales orders, jobs and draft invoices. Customer portal responses remain requests for staff review.

Sales illustrative dashboard preview with sample data
Illustrative dashboard preview · sample data

Clients

Quotations

Sales orders

Invoices

Receipts

Price guide

Terms and conditions

My document details

Capital

Expenses

Leads & pipeline

How the work connects

From the first quote to the final payment.

  1. 01

    Client & quotation

    Sales records the client, prepares a quotation and follows its status.

  2. 02

    Staff approval

    Authorised staff approve work, linking it to sales orders, jobs and draft invoices.

  3. 03

    Job & stock

    Workshop and Field track delivery. Stock-linked invoices deduct items when they leave draft.

  4. 04

    Payment & receipt

    Record payments, including partial payments, and issue receipts against the invoice.

  5. 05

    Books & performance

    Review mapped financial records in Accounting and company trends in Company overview.

Teams still review, approve and record their work. Which stages you use depends on your business and enabled dashboards.

For your customers, too

Keep customers in the loop.

Share a private customer portal link from Sales → Clients. Your customer sees their issued documents and progress, without entering your team’s workspace.

Explore services

  • One private link

    Company- and client-specific links expire after 30 days and can be revoked by staff.

  • Documents & project updates

    Clients view issued quotations, invoice balances, confirmed receipts, shared updates and PDF downloads. Drafts and internal notes stay private.

  • You stay in control

    Quotation responses go to staff for review. Optional invoice payment links use your company’s configured checkout, not Selvect subscription billing.

Built around your company

The tools around the dashboards.

Company settings

Set your industry, country, business details, logo and colours. Configure product lines, work types, document details and available dashboards.

Your people & permissions

Owners and Management invite people by email, or share invitations through WhatsApp. Assign dashboard roles and manage company memberships without sharing an account.

Documents & backups

Download branded sales PDFs and available dashboard exports. Owners and Management can create a company backup before making major changes or deleting information.

Good to know

Questions before you start?

Ready when you are

Start your company’s next chapter.

Seven days to try Selvect. Choose a package that fits your team.

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