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Quick Start Guide

Get started in 30 minutes

The fastest path from login to your first completed quote-to-payment cycle. No unnecessary steps, just the essentials.

1

Login & Explore the Dashboard

Open the Service Based Management System App at https://sbms.nakelgreen.com.ng and sign in with your credentials. You'll land on the dashboard with business metrics, shortcuts to create quotes, bookings, projects, and a financial overview.

📍 Main areas: Sidebar (navigation), Header (profile), Main workspace (content)

2

Create Your First Client

Every quote needs a client. Create one now so you're ready to build quotes.

Steps:

  1. 1. Click Clients in the sidebar
  2. 2. Click + New Client
  3. 3. Fill in: Name, Email, Phone, Address (optional)
  4. 4. Click Save
3

Add Services with Pricing

Services are what you sell. Define them once and reuse them in any quote.

Steps:

  1. 1. Click Services in the sidebar
  2. 2. Click + New Service
  3. 3. Enter: Service Name, Description, Unit Price
  4. 4. Click Save
  5. 5. Repeat for 2-3 services
4

Create Your First Quote

Now build a quote using the client and services you just created. For multi-client work, use the Projects module so a quote can include two or more clients as a single project scope.

Steps:

  1. 1. Click Quotes in the sidebar
  2. 2. Click + New Quote
  3. 3. Select your client from the dropdown
  4. 4. Click + Add Service and choose a service
  5. 5. Enter quantity (e.g., 2)
  6. 6. Set expiration date (e.g., 30 days from today)
  7. 7. Click Save

✓ Your first quote is created!

5

Accept & Convert to Booking

Simulate accepting the quote, then convert it to a booking. This creates an invoice automatically.

Steps:

  1. 1. Open the quote you just created
  2. 2. Click the status dropdown and change to Accepted
  3. 3. Click Convert to Booking
  4. 4. Review the booking details
  5. 5. Click Confirm

✓ Booking created + Invoice auto-generated!

6

Record a Payment

Complete the cycle by recording a payment against the invoice.

Steps:

  1. 1. Go to Finance → Payments
  2. 2. Click + Record Payment
  3. 3. Select the invoice you just created
  4. 4. Enter the payment amount
  5. 5. Select payment date and method (Cash, Bank Transfer, etc.)
  6. 6. Click Save

✓ Payment recorded + Invoice marked as Paid!

What you've accomplished

Created a client record
Added services with pricing
Built your first quote
Converted quote to booking
Generated an invoice automatically
Recorded a payment
Completed the full workflow

Next steps

Explore More

Check out Finance → Overview to see your business metrics update.

Add Real Data

Create your actual clients and services. Start using the SBMS App for real work.

Learn More

Read the Complete User Guide for advanced features and best practices.

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