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Vobiss Gridworx Suite — User Manual

The company's shared system for sales, finance and network operations across Ghana, Nigeria, Liberia and Uganda. Everything you enter saves instantly to the shared database, syncs to your colleagues within seconds, and is recorded in the audit trail.

1. Getting started 2. Roles & what you can edit 3. Everyday basics 4. Dashboard 5. Sales: leads, accounts, deals 6. Finance: quotes, invoices, expenses 7. Network: circuits, projects, tickets, inventory 8. Tasks & employees 9. Reports, CSV & printing 10. The audit log 11. For administrators 12. Troubleshooting & FAQ

1. Getting started

Your administrator creates your account. You'll usually receive an invitation email — click the link, and the app asks you to choose your own password before letting you in. From then on, sign in at the company address with your email and that password.

If you were given a temporary password instead, sign in with it, then change it any time via "Forgotten your password?" on the sign-in screen (a reset link is emailed to you).

Bookmark the site on your laptop and phone. The suite works in any modern browser — nothing to install.

2. Roles & what you can edit

Everyone who signs in can see everything — transparency is deliberate. What you can edit depends on your role. These rules are enforced by the database itself, not just hidden buttons, so they hold everywhere.

RoleCan create & edit
adminEverything, plus Team & access (users, roles, passwords)
commercialLeads, accounts, contacts, deals, quotes, tasks
financeQuotes, invoices, expenses, accounts, tasks
opsService orders, tickets, projects, inventory, tasks
viewerNothing — read-only across the suite

If a screen shows "Read-only" for you, that's your role working as intended. If you believe you need edit access, ask an administrator.

3. Everyday basics

Creating records

Two ways: the green + New button at the top right opens a menu of everything your role can create, grouped by area; or use the + New … button on any module's own page. Fields marked with a red star are required.

Opening and editing records

Click any row (or pipeline card) to open its drawer — the panel that slides in from the right with the full details and every related record. From there, Edit changes it, Delete archives it.

Searching

The search box at the top searches everything at once — leads, accounts, deals, circuits, tickets, invoices and more. Type two or more characters and pick from the results.

Deleting — and undeleting

Deleting archives a record rather than destroying it, and the audit log keeps the full history. If something was deleted by mistake, an administrator can restore it.

Live sync: when a colleague changes something, your screen updates within a second or two — no refreshing needed.

4. Dashboard

Your morning view. The cards across the top show open pipeline, receivables, circuits (active and in delivery), running projects, open tickets (with critical P1s highlighted) and low-stock items. Below: pipeline by stage, deals by country, your tasks due, and the latest team activity.

USD figures combine all currencies at indicative rates for the roll-up only — every record keeps its true currency underneath.

5. Sales: leads, accounts, deals

Leads

A lead is someone you're talking to before they're real business. Capture them early, update the status as conversations progress (New → Contacted → Qualified), and when it's real, open the lead and click Convert to account + deal — the system creates the account, the contact and a prospecting-stage deal in one step.

Accounts & contacts

An account is a company (MNO, ISP, government, bank, DisCo partner); contacts are the people there. Open any account to see its whole relationship on one screen: contacts, deals, quotes, invoices, circuits, projects, tickets.

Deals & the pipeline board

Each deal carries a value, currency, service type (dark fibre IRU/lease, managed capacity, backhaul, colocation…) and route-km. On the Pipeline view, drag a card between stage columns to move it — the change saves and is audit-logged instantly. Use the List toggle for a sortable table. Keep expected close dates realistic; reports use them.

6. Finance: quotes, invoices, expenses

Quotes

Create the quote, choose the account and currency, then add line items — description, quantity, unit price — and watch the total build. Move the status through Draft → Sent → Accepted (or Declined). When a client accepts, open the quote and click Convert to invoice: line items and currency carry straight into a draft invoice.

Invoices

Track billing through Draft → Sent → Part-paid → Paid. Mark anything past due as Overdue — it turns red in lists, feeds the dashboard receivables card, and lands in the Receivables aging report where finance can chase it.

Expenses

Log spend with category, amount, currency and country, and link it to a project so build costs stay visible. Approval path: Submitted → Approved → Reimbursed.

The suite is the operational record of quotes, invoices and expenses. The company's formal books of account remain in the accounting system — keep the two consistent.

7. Network: circuits, projects, tickets, inventory

Service orders (circuits)

One record per circuit, from paperwork to live service: Survey → Design → Permits → Build → Splicing → Testing → Active. Record the A-end → B-end route, route-km, fibre count or capacity, and the target RFS date. Link the order to its deal so commercial and delivery stay joined up.

Projects

Build programmes and surveys, each with a manager, timeline, budget and progress bar. Open a project to see its expenses. Keep the progress percentage honest — the dashboard reads it.

Tickets & faults

Fibre cuts, degradation, power outages, pole relocations, service requests. Choose the priority carefully: P1 – Critical means service-affecting and stays highlighted on the dashboard until resolved. Always record the location/span and affected circuit.

Inventory

Stock is managed with movements, never by typing quantities — this is what makes the numbers trustworthy. The buttons at the top of the Inventory page cover the five events that can happen to stock:

The system tracks stock per location and will refuse to issue more than a location actually holds — you'll get a clear message showing what's available. Every movement is recorded permanently in the Movements ledger (toggle at the top of the page); mistakes are corrected with a reversing entry, never by editing history. Each item shows its per-warehouse breakdown, dollar valuation, and a Low stock flag when it falls to or below its reorder level.

8. Tasks & employees

Tasks are to-dos with a due date and owner, optionally linked to any record — a deal to chase, a ticket to close out, a circuit to test. Tick the checkbox when done; overdue tasks show red. Employees is the team directory (name, role, team, country). Sign-in access itself is managed separately under Team & access.

9. Reports, CSV & printing

Open Reports and pick from the dropdown:

Download CSV gives a file that opens straight in Excel. Print / PDF strips the menus and prints a clean page — in the print dialog choose Save as PDF to produce a file for a board pack or an email.

10. The audit log

Every create, change and delete across the suite is recorded automatically — who, what, which record, and when. Filter by module. This is the company's accountability layer: nothing changes silently, and deleted records remain in the history.

11. For administrators

Adding a user

  1. Open Team & access
  2. Enter their full name, work email and role
  3. Click Send email invite — they receive a link, set their own password, and they're in
  4. No email access? Use "Add with a temporary password instead" and share it privately

Changing roles and passwords

On a person's row: change their role with the dropdown (it saves immediately and is audit-logged), or click Set new password to issue a fresh temporary one.

Don't remove your own admin role — the app warns you, because you'd need another admin to restore it.

Restoring a deleted record

Deletes are archives. If something must come back, it can be restored in the database — contact the system owner.

12. Troubleshooting & FAQ

ProblemWhat to do
I can't edit somethingYour role doesn't cover that module. If it should, ask an administrator.
My invitation email hasn't arrivedCheck spam/junk first. Invite links also expire after about a day — ask your admin to re-invite you, or to set a temporary password.
I forgot my passwordSign-in screen → "Forgotten your password?" → follow the emailed link.
The app looks out of dateHard-refresh: Cmd+Shift+R on Mac, Ctrl+Shift+R on Windows.
I deleted something by mistakeTell an administrator — deletes are archives and can be restored.
Numbers on the dashboard look "wrong"USD cards are roll-ups of several currencies at indicative rates; open the records for true amounts.
Who changed this record?Open the Audit log and filter by the module — every change lists the person and time.
Vobiss Gridworx Suite — user manual. Also available inside the app under Help, including a context-sensitive ? button on every screen.