Getting Started with BabaBuilds ERP

Welcome to BabaBuilds ERP. This guide helps you go from a new workspace to your first professional invoice in a few focused steps.

What you can run from one workspace

• Invoicing and collections
• Client and retainer management
• Expense and tax visibility
• Payment links (Stripe / Razorpay)
• Optional advanced subsystems (cash flow, payroll, documents, reporting)

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Step 1 — Start from plan-aware signup

1. Choose plan + trial intent

   Start from a plan-aware URL such as /signup?plan=pro&cycle=monthly&trial=15. This preserves your selected billing intent during authentication.

2. Complete secure sign-in

   Continue through /login and confirm your workspace context before entering records.

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Step 2 — Pick onboarding persona and complete Settings

On first dashboard load, choose your persona (CA, Agency, Freelancer, or Contractor) to get a guided money-task path. Then open Settings and complete:

• Company identity and logo
• Tax and compliance IDs
• Bank remittance details
• SMTP (if sending invoice emails)
• Payment gateway (optional)

See full guide: Configuring Your Business Profile & Workspace Settings

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Step 3 — Add core master data

Before invoicing, add these records:

1. Client CRM entries
2. Service Catalog items
3. Retainer details (if recurring billing)

This prevents repetitive manual entry during invoice creation.

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Step 4 — Generate your first invoice

1. Open Invoices & Earnings / New Invoice
2. Select client and billing period
3. Add service line items
4. Generate PDF
5. Send via email (if SMTP configured)

See: Generating, Sending, and Collecting Invoices

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Step 5 — Enable optional subsystems as needed

From Settings → Workspace Modules, enable only what your team will actively use.

Common rollout order:

1. Document Vault
2. Cash Flow
3. Reporting Center
4. Payroll + Workforce

See: Optional Sub Systems — Overview

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Related guides for launch workflows

• Personalized onboarding and money-task paths
• Guided money flows in the dashboard
• Demo to real business migration path

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Recommended first-week checklist

• [ ] Business profile completed
• [ ] 3–5 clients added
• [ ] 3–5 service templates added
• [ ] Test invoice sent to your own email
• [ ] Payment gateway tested (if enabled)
• [ ] At least one advanced module enabled and verified

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Need help?

Email [email protected] with screenshots of the step where you’re blocked.

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FAQ

Do I need to complete every Settings field before first invoice?

No. Start with company identity, tax basics, and bank details. You can refine other fields later.

Can I invite my team right after setup?

Yes. Once basic settings are saved, you can onboard team members and assign operational responsibilities.

What should I do if my first invoice fails?

Check client data, required fields, and SMTP/gateway setup. Then retry from a fresh draft.