Guides for Indian small businesses
Practical, plain-English playbooks for running your business from your phone: customers and follow-ups, quotes, invoices and UPI payments, expenses, GST records, and month-end hand-off to your CA.
Keep a Customer Diary on Your Phone Without a CRM
Track customers on your phone with five simple fields, a follow-up date and a five-minute daily routine. No complicated CRM needed.
Follow-upsA Daily WhatsApp Follow-Up Routine for Owners
A simple daily WhatsApp routine for small business owners: capture enquiries, prioritise follow-ups, message politely and record every outcome.
BillingQuote to Invoice to Payment: A Phone-First Workflow
Move from quote to invoice to payment on your phone. See where a quote ends, when to bill, how to record part payments and what to check daily.
GST recordsGST and Non-GST Bills: Get Organised Before Billing
Before you bill, organise GSTIN, HSN or SAC codes, rates and invoice series. A plain checklist for small sellers, plus what to confirm with your CA.
PaymentsTrack Advances and Part Payments Without Losing Track
Track advances, part payments and balance due with one running record per order. Includes a worked example and a weekly reconciliation checklist.
CollectionsPolite WhatsApp Payment Reminders With Templates
Send polite WhatsApp payment reminders with the right timing and context. Four original templates that keep invoice number, amount and due date clear.
PaymentsWhy a UPI QR on the Invoice Makes Reconciliation Easy
A UPI QR on your invoice helps customers pay the right amount with the right reference, so matching payments to bills takes minutes, not evenings.
ExpensesExpense Receipt Photos: A Habit That Saves Month-End
Photograph every business receipt the day you get it. A simple capture habit covering quality, categories, duplicates, backup and the CA hand-off.
Daily cashbookThe Five-Minute Daily Cashbook Check for Owners
Five questions in five minutes: money received, money pending, expenses, refunds and a rough daily position. A daily cashbook habit for owners.
Month-endWhat to Send Your CA at Month-End: Records Checklist
A clean month-end checklist for your CA: sales records, invoices, credit notes, expense proofs, bank and UPI statements, receivables and questions.
GuidePhone-First Customer and Payment Tracking for a Small Shop
A shopkeeper's daily cycle from enquiry and bill to UPI payment, expense record and follow-up reminder, run from the phone you already use.
GuideA Freelancer's Simple Workflow from Enquiry to Paid Invoice
How a freelancer can move a client from enquiry and quote to invoice, part payment, reminder and clean month-end records without a heavy CRM.
GuideHow a Home Food or Craft Seller Can Organise WhatsApp Orders
Turn scattered WhatsApp orders into clean records: minimum order fields, delivery status, UPI payments, expense photos, consent and separate business money.
GuideA Small Clinic Desk Workflow for Bills, UPI, Follow-Ups and Expenses
A front-desk routine for small clinics: patient billing records, UPI payments, polite WhatsApp follow-ups and daily expense capture, with clear scope limits.
GuideA Consultant or Small Law Office Workflow for Quotes, Work Status and Collection
Keep advisory work profitable: quote with terms, bill milestones, record part payments and follow up on collections without a heavy CRM or case software.
GuideHow Local Repair and Service Businesses Can Track Jobs and Pending Money
Electricians, plumbers and appliance repair shops can track job status, parts expenses, bills, UPI payments and reminders in one phone-first workflow.
GuideSimple Order and Expense Records for a Small D2C or E-Commerce Seller
When simple order, invoice, UPI and expense records are enough for a small D2C seller, and when you truly need inventory or warehouse software instead.
GuideA Tuition or Coaching Centre's Simple Fee and Follow-Up Workflow
A simple fee workflow for tuition and coaching centres: enquiry to student contact, batch note, invoice and receipt records, instalments and polite follow-ups.
GuideHow an Event or Vendor Business Can Track Quotes, Advances and Final Balances
Event managers and vendors can track booking advances, vendor expenses, milestone invoices, final balances and post-event reconciliation in one workflow.
GuideA Startup Founder's First Sales-Operations System Before a Heavy CRM
Founders can run early sales on five lead stages, quotes, invoices, payments and expenses before buying a heavy CRM. Here is the system and the exit point.
GuideDo You Need a Lead Pipeline or Only a Customer Diary?
A six-question scorecard to decide if a simple customer diary is enough, or if the Rs 200 per month lead pipeline add-on earns its place.
GuideWhen Should a Small Business Send a Quote Before an Invoice?
Five honest signals that a job needs a written quote before the invoice, the record gaps quotes prevent, and the GST care points to remember.
GuideWhen Is Light Inventory Enough, and When Do You Need a Full Stock System?
A four-level maturity ladder to decide between a light stock note and a full inventory system, with honest criteria for batches, serials and warehouses.
GuideSimple Project Tracking for Client Jobs: Milestones, Status, Billing and Follow-Up
Track small client jobs with milestones, a five-word status list and billing tied to delivery. Plus the honest signs this needs custom project software.
GuideTime Tracking for a Small Team: What to Record Before Buying a Complex Tool
Record five things for two weeks before you buy any time tracking tool: person, task, date, duration and billable status. Here is the honest audit.
GuideStaff and Payslip Records for a Small Business: A Practical Readiness Checklist
A four-stage readiness checklist for staff, attendance and payslip records, what the Rs 300 module covers, and the statutory questions to settle first.
GuideContract and Document Tracking: Dates, Status, Renewal and Access
Track contracts with five pieces of metadata: party, dates, status, owner and renewal action. A records habit, not legal software, for small businesses.
GuideRazorpay with BusinessSetu: Questions to Answer Before Payment-Gateway Setup
Razorpay on BusinessSetu costs Rs 2,000 setup plus Rs 500 monthly. Eight questions on KYC, settlement, refunds, reconciliation and security to answer first.
GuideShiprocket with BusinessSetu: When Shipping Integration Becomes Worthwhile
Shiprocket on BusinessSetu costs Rs 2,000 setup plus Rs 500 monthly. Work through order volume, address quality, returns and reconciliation triggers first.
GuideBusinessSetu or Custom Software: Where Should You Start?
Compare BusinessSetu at ₹799/month with custom builds from Big Helpers: fit, modules, integrations, code ownership, budgets, pilot path and when to escalate.