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Welcome

Welcome to the official documentation for MyHomePlan CRM!

MyHomePlan CRM is designed to help you manage your work efficiently and effectively. This documentation provides an overview of the main areas you’ll interact with, helping you get the most out of the system.

Overview of Main Sections​

  • Dashboard: Get a quick snapshot of your overall activity and important updates.
  • Clients: View and add client information and interactions.
  • Companies: Organize and track details related to different companies you work with.
  • Users: Manage user profiles, roles, and permissions (view, add, single user).
  • Projects: Keep track of your projects from start to finish.
  • Payments: Monitor payment schedules and financial transactions, including:
    • Pending Payments
    • Payment Overview
    • Installments (view, add, single)
    • Accounts
    • Breakdown
  • Reminders: Stay on top of important tasks and deadlines with:
    • View Reminders
    • Schedule Reminders
    • Reminder Settings
  • Client Portal: Access client-facing features such as:
    • Dashboard
    • Installments
  • API: Technical reference for backend integrations, covering:
    • Dashboard
    • Authentication
    • Users
    • Clients
    • Accounts
    • Services
    • Payments
    • Projects
    • Developers
    • Installment Groups
    • Installment AI
    • Companies
    • Nomod
    • Reminders
    • Notifications
    • Client Payments
    • Client Profile

Purpose of This Documentation​

This documentation is designed to guide you through each part of MyHomePlan CRM, helping you understand how to navigate and use the system effectively for your needs.

Getting Around​

Use the sidebar or the search feature to quickly find the information you need. If you're unsure where to start, the main sections above provide a helpful roadmap to explore the system.