ZEMBA — PM Green Energy Innovations

Customer Data Dashboard

All fields editable inline · Download → Edit → Upload to sync

Click a customer's name to see their full details, ledger, and payment history.

SR	NAME	SERIAL	MODEL	LEGAL FILE #	PLAN CODE	DEALER	PHONE	SALE DATE	EMI/MO	RECV	OD	STATUS	NEXT DUE	ACTION

Customer Ledger

Search for a customer above to view their ledger

➕ Add New Customer

Fill details and save — syncs to Firebase automatically

Customer Name *

Battery Serial *

Model

Dealer *

Sale Date *

Phone 1 *

Phone 2

Aadhaar

PAN

Plan Months *

Collection Cycle

Monthly Rental (₹) *

Down Payment (₹) *

Total Collection (₹) ⓘ

Installation City

Legal File No. ⓘ

IOT IMEI

Charger Serial

Notes

Daily Due Sheet

SR	NAME	SERIAL	PLAN	DEALER	PHONE	EMI/MO	DUE	RECV	OD MO	OD AMT	NEXT DUE	STATUS

💰 Record Payment

Customer

Date

Amount (₹)

Penalty (₹)

Note

🕐 Payment History

SR	DATE	CUSTOMER	SERIAL	AMOUNT	PENALTY	NOTE	ACTION

📄 Payment Log Excel Backup

Download to edit offline, then re-upload — matched by Battery Serial Number, so the portal stays the backup, not a second source of truth

⬆ Upload Excel

⏰ Due in 3 Days

0

None

📅 Due Today

0

None

⚠ Overdue Customers

0

None

📤 Today's SMS Activity

Pending SMS Reminders

Hindi SMS via MSG91 · DLT Verified · Sender: ZEMBA

Sent This Session

No messages sent yet

Overdue Customers — Manual SMS

Auto SMS not sent for overdue. Send manually when you decide.

🔧 Service Logs

Battery/charger complaints and resolutions — synced from Excel or added here

⬆ Upload Excel

➕ Add Service Log

Search a customer by name, phone, or battery serial — details auto-fill

🔋 No customer? Log this against a battery/charger in Stock instead

Technician Assigned

Complaint Date

Battery Serial Number

Charger Serial Number

Issue Category

Customer Complaint

Complaint Resolve Date

Resolve Status

Battery/Charger Change Status

Final Resolution Remarks

🔁 Repeat Complainers

Customers with more than one service log — 2+ battery swaps is the real signal to check the vehicle (motor/controller/wiring), not the battery itself

📋 Issue Category Breakdown

📊 Dealer Performance

🏥 Collection Health

⚠ Overdue by Dealer

💰 Portfolio Split

🚨 Default Tracker

Customers 3+ months overdue

⏰ Payment Punctuality

On-time vs late, based on the 5-day grace period set in Settings — a historical pattern, separate from current overdue status

✓ Most Reliable

⚠ Least Reliable

📦 Stock

Every battery and charger on file — status is live, never a separately-typed count. Deinstalling a customer automatically returns their battery/charger here.

👥 Dealers & Sales Agents

Everyone who sells batteries directly to customers — dealers (who have their own point of contact) and sales agents (who sell directly, with their own profile). Both share the same Reports, Incentive Ledger, and Remittance tracking.

🏢 Dealer-Wise Collection Report

EMI collection status for the selected dealer's customers

Select a dealer above to view their report

🔋 Battery Sales

How many batteries each dealer has sold — all-time, or one month at a ₹ level

📱 MSG91 Settings

SMS automation configuration

Auth Key

Sender ID

3-Day Template ID

Due Today Template ID

Overdue Template ID

Payment Received Template ID

Create this template in your MSG91 account first (e.g. "Zemba has received a payment of ₹##amount## from you on ##date##"), then paste its template ID here.

Worker URL (SMS Proxy)

Payment Grace Period (Days)

A payment counts as "on time" if paid within this many days of its due date

Automatically text the customer the moment a new payment is recorded

🔒 Change Password

Update your dashboard login password

Current Password

New Password

Confirm New Password

💾 Data Backup & Sync

Sync localStorage data to Firebase · Download full ZIP backup

🩺 Data Health Check

Scans every customer for a broken Sale Date, missing EMI/Plan, or a Next Due that failed to calculate