GovcoreERP

GovcoreERP How-To Guide

Everything you need to set up, configure, and master GovcoreERP — from first login to every module. 30 sections, all searchable.

Getting Started

Basics

GovcoreERP is an all-in-one enterprise platform where you build a fully branded business workspace by picking only the modules you need. Your first session takes roughly 5 minutes and walks you through a 6-step onboarding wizard that gets your platform live and ready for your team.

Step-by-Step Instructions

  1. 1Navigate to govcoreerp.com and click "Get Started Free" on the landing page.
  2. 2Enter your work email, choose a strong password, and click "Create Account". A verification email is sent immediately.
  3. 3Open the verification email and click the confirmation link. You are redirected back to the app and dropped into the onboarding wizard.
  4. 4The wizard has 6 steps: Business Info → Choose Features → Pick Layout → Brand It → Review → Launch. A progress bar at the top tracks your position.
  5. 5Complete all 6 steps in order — each step saves automatically so you can return later if interrupted.
  6. 6After Step 6 ("Launch"), your platform is live. You land on your new dashboard, fully configured and ready to use.
Pro Tips
  • You can pause the wizard at any step and resume later — progress is saved in your browser session.
  • Use a business email (not Gmail or Yahoo) for a cleaner brand experience on outgoing communications.
  • The entire wizard is mobile-friendly, but a desktop gives you a better preview of layout options in Step 3.

The 6-Step Platform Builder

Basics

The 6-Step Platform Builder is the onboarding wizard that transforms a blank account into a fully configured business workspace. Each step serves a specific purpose, and together they establish your business identity, feature set, visual design, and billing in a single guided flow.

Step-by-Step Instructions

  1. 1Step 1 — Business Information: Tells GovcoreERP who you are. Sets your company name, industry, size, logo, and time zone. This data appears on all invoices, reports, and customer-facing portals.
  2. 2Step 2 — Choose Features (Feature Marketplace): Lets you select the exact modules you need. You browse a marketplace of 20+ modules and activate only the ones relevant to your business. You pay per module, so you never pay for what you don't use.
  3. 3Step 3 — Pick Your Layout: Controls how navigation is structured. You choose from 5 pre-built navigation layouts that each suit a different working style — from power users to casual operators.
  4. 4Step 4 — Brand It: Applies your visual identity to the platform. Pick from 8 color presets or enter custom hex codes, set light/dark/auto theme mode, and preview everything in real time.
  5. 5Step 5 — Review Your Setup: Shows a full summary of your selected modules, layout, branding, and pricing before you commit. You can edit any previous step directly from this screen.
  6. 6Step 6 — Launch: Processes your payment (or activates the free tier) and provisions your platform. Within seconds, your dashboard is live.
Pro Tips
  • All 6 steps auto-save — if your browser closes mid-wizard, reopen the app and click "Continue Setup" to resume exactly where you left off.
  • You can re-run parts of the wizard at any time from Settings — it is not a one-time experience.
  • The Review step (Step 5) is the best moment to verify your module selection and pricing before your card is charged.

Step 1: Business Information

Basics

Step 1 collects your core business identity: the name, industry, size, contact details, logo, and time zone that will appear on every invoice, report, and customer-facing page. Accuracy here saves you from chasing down branding inconsistencies later. This step takes about 90 seconds to complete.

Step-by-Step Instructions

  1. 1Enter your Business Name exactly as it should appear on customer-facing documents such as invoices and booking confirmation emails.
  2. 2Select your Industry from the dropdown. This pre-filters recommended modules in Step 2 and sets sensible defaults throughout the platform.
  3. 3Choose your Business Size: Solo, 2–10, 11–50, or 50+. This affects default seat counts and workflow recommendations.
  4. 4Enter your Business Website (optional) and primary Phone Number — these appear on outgoing emails and your public booking portal.
  5. 5Upload your Business Logo (PNG or SVG, minimum 200×200 px). The logo displays in the sidebar, on all invoices, and on your public booking portal.
  6. 6Select your Country and Time Zone. These drive date/time formatting, tax defaults, and scheduling slots across the platform.
  7. 7Click "Next" to save Step 1 and move to the Feature Marketplace.
Pro Tips
  • You can update any Business Info later under Settings → Business Profile without re-running the wizard.
  • High-resolution logos (at least 400×400 px) look sharpest in the sidebar and on printed PDF invoices.
  • Setting the correct time zone now prevents calendar display issues and appointment overlap later.

Step 2: Choosing Features (Feature Marketplace)

Basics

Step 2 is the Feature Marketplace — a browsable grid of every module GovcoreERP offers. You pick the exact modules your business needs and skip the rest. Because pricing is per-module, your monthly cost is always proportional to the value you use. Modules can be added or removed at any time from Settings → Billing.

Step-by-Step Instructions

  1. 1Browse the marketplace grid. Each card shows the module name, a short description, the monthly price, and a bullet list of included features.
  2. 2Use the Category filter bar at the top (Sales, Operations, Finance, Healthcare, Legal, etc.) to narrow the list to relevant modules.
  3. 3Click any module card to expand it and read the full feature list and use-case examples before committing.
  4. 4Toggle the checkbox on any card to add it to your plan. The running monthly total updates in real time in the summary panel on the right.
  5. 5Switch the billing toggle from Monthly to Annual to see the 20%-discounted per-module prices applied automatically.
  6. 6Review your selected modules in the "Your Plan" summary panel. Remove any by unchecking the card.
  7. 7Click "Next" to proceed to Step 3. At least one module must be selected to continue.
Pro Tips
  • Start lean — you can add modules later from Settings → Billing without re-doing the wizard.
  • The CRM + Finance combo covers the majority of small-business workflows for approximately $53/mo combined.
  • Annual billing saves roughly 20% versus monthly — switch as soon as you know GovcoreERP is a fit.

Step 3: Picking Your Layout

Basics

Step 3 lets you choose how your dashboard is structured. There are 5 layout presets, each optimized for a different working style and team size. You can switch layouts at any time from Settings → Appearance without losing any data.

Step-by-Step Instructions

  1. 1Review the 5 layout option cards: Sidebar Classic, Top Nav Mega, Dashboard Grid, Command Center, and Hub & Spoke.
  2. 2Click each card to see a live thumbnail preview of how your modules will be organized within that layout.
  3. 3Select Sidebar Classic if you have many modules and want always-visible navigation in a persistent left sidebar. Best for power users managing complex operations.
  4. 4Select Top Nav Mega if you prefer a clean horizontal navbar with mega-dropdown menus organized by category. Best for content-heavy workflows and multi-department teams.
  5. 5Select Dashboard Grid if you want a customizable widget homepage with drag-and-drop cards showing live KPIs. Best for managers and executives who need a daily overview at a glance.
  6. 6Select Command Center if you prefer a minimal full-screen UI where you navigate entirely with the CMD+K keyboard palette and quick-search. Best for keyboard-first, developer-style users.
  7. 7Select Hub & Spoke if you want a central launcher screen with large module icons. Best for infrequent users, mobile-first workers, and non-technical staff.
  8. 8Click "Next" after making your selection to proceed to Step 4.
Pro Tips
  • Sidebar Classic is the most popular choice — it scales best as you add more modules over time.
  • Command Center is the fastest layout for navigation once you learn the keyboard shortcuts (press ? to see all shortcuts).
  • Layout changes take effect immediately after saving — no page reload required.

Step 4: Branding Your Platform

Basics

Step 4 customizes the visual identity of your platform. Choose from 8 professionally designed color presets, set light/dark/auto mode, or enter custom hex values for pixel-perfect brand alignment. Every color choice applies instantly to the preview panel so you can see exactly how your platform will look.

Step-by-Step Instructions

  1. 1Select one of the 8 color presets: GovCore Blue, Midnight Black, Emerald Green, Sunset Orange, Royal Purple, Crimson Red, Ocean Teal, or Rose Gold.
  2. 2Each preset swatch shows three colors: the primary (used for the sidebar and header backgrounds), the interactive blue (buttons and links), and the accent (badges and highlights).
  3. 3Toggle the Dark Mode switch to preview your color preset in dark mode. The preview panel updates in real time as you make changes.
  4. 4Set the mode to Auto to have the platform follow each user's OS dark/light preference automatically.
  5. 5To use custom brand colors, click "Custom Colors" and enter hex values for Primary Color and Accent Color. The preview updates immediately.
  6. 6Your logo (uploaded in Step 1) is shown in the preview against your chosen color scheme so you can verify contrast and legibility.
  7. 7Click "Next" when satisfied with the appearance to proceed to the Review step.
Pro Tips
  • Midnight Black with a custom accent color works especially well for agencies and creative businesses.
  • Custom colors override the preset base — you can use a preset as a starting point and then fine-tune individual hex values.
  • All branding — colors and logo — also applies to the public booking portal, so customers see your branded experience from day one.

Step 5: Reviewing Your Setup

Basics

Step 5 is your final checkpoint before payment. The Review screen shows a complete summary of every choice you have made: business info, selected modules with individual prices, layout pick, and branding preview. This is the easiest point to make corrections before any charge is applied.

Step-by-Step Instructions

  1. 1Read through the Business Information summary card — verify your company name, industry, and logo look correct.
  2. 2Review the Modules Selected list. Each module shows its name and monthly or annual price. The total is shown at the bottom.
  3. 3Check the Layout and Branding cards to confirm your visual choices match your expectations.
  4. 4To edit any section, click the "Edit" pencil icon on that summary card. You are taken back to that specific step without losing other settings.
  5. 5Review the Pricing Summary at the bottom: subtotal per module, total per month or year, and any applicable taxes.
  6. 6If you selected Annual billing, a note shows the total annual charge and the equivalent monthly savings.
  7. 7When everything looks correct, click "Confirm & Launch" to proceed to Step 6.
Pro Tips
  • Double-check the billing cycle (Monthly vs. Annual) at the Review step — switching to Annual before payment saves the most money.
  • The Review step is the last point at which you can remove a module without incurring any charge.
  • Take a screenshot or note your selected modules — handy for comparing against your Settings → Billing page later.

Step 6: Launching Your Platform

Basics

Step 6 is the final step — your platform is about to go live. This step handles payment processing (or activates the free tier), then provisions your workspace. The entire provisioning process takes under 10 seconds, after which you land directly on your new dashboard.

Step-by-Step Instructions

  1. 1If you selected paid modules, enter your credit or debit card details (or ACH bank account) in the Stripe-powered payment form.
  2. 2Review the final charge amount one more time before clicking "Pay & Launch".
  3. 3If you want to start without paying, click "Start with Free Plan" to activate any free-tier modules and explore the platform. You can add paid modules later from Settings → Billing.
  4. 4Click "Pay & Launch" (or "Start Free"). GovcoreERP sends your payment to Stripe, provisions your workspace, and sets up all selected modules.
  5. 5Within 10 seconds, you are redirected to your brand-new dashboard, fully configured with your chosen layout and colors.
  6. 6A welcome email is sent to your registered address confirming your modules, billing cycle, and next invoice date.
Pro Tips
  • GovcoreERP uses Stripe for all payment processing — your card number is never stored on GovcoreERP servers.
  • The free plan lets you explore the platform before committing — no credit card required.
  • After launching, bookmark your dashboard URL. It is unique to your platform and never changes.

Creating Multiple Platforms

Basics

GovcoreERP supports running multiple independent platforms under one account. Each platform has its own modules, branding, team members, and completely isolated data. This is ideal for agencies managing client accounts, franchise owners running separate locations, or large companies with distinct departments.

Step-by-Step Instructions

  1. 1Open the platform switcher by clicking your platform name in the top-left corner of the sidebar (Sidebar Classic layout) or the platform icon in the header.
  2. 2In the dropdown, click "+ New Platform" at the bottom of the list.
  3. 3You are taken to a fresh copy of the 6-step onboarding wizard. Complete all 6 steps to configure the new platform independently.
  4. 4After launching, use the platform switcher to jump between platforms. Each platform is completely isolated — data, settings, and team members do not cross over.
  5. 5To rename a platform, switch to it and go to Settings → Business Profile, then update the Business Name field.
  6. 6To delete a platform, switch to it, go to Settings → Danger Zone, and click "Delete Platform". This action is irreversible and permanently removes all data.
Pro Tips
  • Each platform carries its own billing subscription — costs are tracked and billed separately per platform.
  • You can copy module selections from one platform to another by noting your active modules in Settings → Billing and selecting the same ones during the new platform wizard.
  • There is no limit on the number of platforms per account.

Managing Your Team

Basics

GovcoreERP has a built-in team management system with role-based access control. You invite team members by email, assign them a role, and control which platforms they can see. There is no per-seat fee — you can add unlimited team members without changing your billing.

Step-by-Step Instructions

  1. 1Go to Settings → Team. Click "+ Invite Member". Enter the team member's email address and select their role.
  2. 2Roles and their permissions: Owner (full control, billing access, can delete platform), Admin (full control except billing and deletion), Manager (create/edit records, cannot change settings or invite members), Member (view and create records, cannot edit settings).
  3. 3The invited user receives an email with a link to accept the invitation. Once accepted, they are added to the team list.
  4. 4To control which platforms a user can access, click the user's row, go to the Portal Access tab, and toggle which platforms are visible to that member.
  5. 5To change a member's role, click the user's row, open the Role dropdown, and select the new role. Changes take effect immediately.
  6. 6To remove a member, click the user's row and click "Remove from Team". Their access is revoked immediately. Their historical activity (notes, logs) remains in the system.
Pro Tips
  • Keep the Owner role on the account-holder email only — it is the only role that can delete a platform or change billing.
  • Use Manager for team leads who need to edit records but should not change system settings.
  • Portal Access control is essential if you run multiple platforms and want certain staff to only see their assigned platform.

CRM & Sales

Modules

The CRM & Sales module ($29/mo) gives you a complete customer relationship management system with a visual lead pipeline, full contact database, deal tracking, activity logging, and sales forecasting. It is the operational core for any sales-driven business.

Step-by-Step Instructions

  1. 1Navigate to CRM in the sidebar. The default view is the Leads Pipeline — a Kanban board with columns: New, Contacted, Qualified, Proposal Sent, Won, and Lost.
  2. 2Add a new lead by clicking "+ Add Lead". Fill in the contact name, company, estimated deal value, and the pipeline stage it starts in.
  3. 3Drag lead cards between columns to advance the stage. The pipeline total and conversion metrics at the top update automatically.
  4. 4Open any lead card to see the full detail view: contact info, all past activities, attached files, linked deals, and notes.
  5. 5Log activities (call, email, meeting, task, note) using the Activity Log panel on the right side of the detail view.
  6. 6Switch to the Contacts tab to manage your full contact database independently of the pipeline — useful for contacts without active deals.
  7. 7Open the Deals tab to track formal deals with line-item values, expected close dates, and win probability percentages.
  8. 8Go to Reports → CRM to see revenue forecast, win/loss rate, pipeline velocity, average deal size, and per-rep performance breakdowns.
Pro Tips
  • Use "Won" and "Lost" stages consistently — this data powers the win-rate report and sales forecasting.
  • Activity logging is the most overlooked feature and the most valuable — even a 5-word call note gives you a full contact history.
  • Integrate with the Finance module to convert a won deal into an invoice with a single click from the deal view.

Scheduling & Bookings

Modules

The Scheduling & Bookings module ($19/mo) handles online booking, service catalogs, provider availability, automated reminders, and calendar management. It is suitable for salons, medical offices, pet groomers, personal trainers, and any appointment-based business.

Step-by-Step Instructions

  1. 1Go to Scheduling → Services. Click "+ Add Service" to create your first bookable service — enter name, duration, price, and buffer time after the appointment.
  2. 2Go to Providers. Add each staff member who delivers services. Assign which services each provider can perform.
  3. 3Set provider availability by clicking a provider and opening the Availability tab. Set recurring weekly hours or block specific unavailable dates.
  4. 4Share your Booking Portal link (found in Settings → Booking Page) with clients. Clients see live availability and can self-book without creating an account.
  5. 5Review incoming bookings in the Calendar view. Switch between Day, Week, and Month using the view toggle at the top right.
  6. 6Drag and drop appointments on the calendar to reschedule. Clients automatically receive a reschedule notification by email.
  7. 7Configure automated reminders (email and/or SMS) under Settings → Notifications. The default reminder is sent 24 hours before the appointment.
  8. 8For mobile service businesses, use the Route Optimization button (top right of the calendar) to see the optimal visit order for the day's appointments plotted on a map.
Pro Tips
  • Add buffer time between services to avoid back-to-back bookings with no preparation time in between.
  • The public booking portal requires no login from the client — it is always publicly accessible via your unique booking URL.
  • Connect Scheduling with the HR module to sync provider availability with shift schedules automatically.

Point of Sale & Inventory

Modules

The POS & Inventory module ($29/mo) is a full retail point-of-sale system with a touch-friendly terminal, real-time inventory tracking, barcode scanning, supplier purchase orders, and multi-location support. It works on tablets, desktops, and touchscreen monitors.

Step-by-Step Instructions

  1. 1Go to POS → Products. Click "+ Add Product" to create your first item. Enter name, SKU, barcode, cost price, selling price, and initial stock quantity.
  2. 2Organize products into Categories (Spirits, Apparel, Electronics, etc.) for faster lookup on the POS terminal during a sale.
  3. 3Open the POS Terminal by clicking the large "Open Terminal" button on the POS dashboard or pressing the T key. Search or scan a barcode to add items to the current sale.
  4. 4Apply discounts per line item or to the entire order using the Discount button. Choose Cash, Card (Stripe), or Split Tender at checkout.
  5. 5Inventory is decremented automatically on every completed sale. Low-stock alerts fire when quantity drops below your configured threshold.
  6. 6Go to Inventory → Purchase Orders to create a supplier order. Add items, quantities, and expected delivery date. When the order arrives, click "Receive" to update stock levels.
  7. 7For multiple locations, go to Settings → Locations and add each site. Products and inventory stock levels are tracked independently per location.
  8. 8Run Sales Reports (daily, weekly, monthly) from the Reports tab. Export to CSV for your accountant.
Pro Tips
  • Print barcode labels directly from the Products page — this saves significant time at checkout.
  • Set reorder points on high-velocity items so that purchase orders can be triggered automatically when stock falls below threshold.
  • Connect POS to the Finance module so every completed sale auto-generates a revenue entry in your P&L.

Finance & Invoicing

Modules

The Finance & Invoicing module ($24/mo) handles professional invoices, expense tracking, online payment collection via Stripe, tax management, and profit-and-loss reporting. It is the financial backbone for any business that bills clients or tracks expenses.

Step-by-Step Instructions

  1. 1Go to Finance → Invoices. Click "+ New Invoice". Select or type the client name, add line items (description, quantity, and rate), set the due date, and choose the currency.
  2. 2Apply tax rates per line item or globally across the invoice. Tax rates are configured in Settings → Taxes.
  3. 3Send the invoice by clicking "Send by Email" directly from the invoice view. Clients receive a link to view and pay online via Stripe.
  4. 4Track payment status in the invoice list: Draft, Sent, Paid, Partially Paid, or Overdue. Overdue invoices are highlighted in red.
  5. 5Go to Expenses. Click "+ Add Expense". Enter vendor, amount, category, date, and attach a receipt photo. Expenses are available in the P&L report.
  6. 6Run a Profit & Loss Report from Reports → P&L. Select the date range and compare two periods side by side.
  7. 7Export any report or data table to CSV or PDF using the Export button at the top right of each view.
  8. 8Set up recurring invoices for retainer or subscription clients under Invoices → Recurring. Invoices generate automatically on schedule.
Pro Tips
  • Stripe Connect setup is required before clients can pay invoices online — complete it in Settings → Payments before sending your first invoice.
  • Use expense categories consistently — they map directly to P&L report line items and make tax preparation much faster.
  • PDF invoices automatically include your logo, brand colors, and business details as set up in Steps 1 and 4 of the wizard.

HR & Workforce

Modules

The HR & Workforce module ($19/mo) manages employee profiles, shift scheduling, time and attendance tracking, performance reviews, and payroll reporting for any business with a team. It eliminates paper timesheets and centralizes all workforce data in one place.

Step-by-Step Instructions

  1. 1Go to HR → Employees. Click "+ Add Employee". Enter personal details, job role, department, start date, and hourly or salary rate.
  2. 2Upload employment documents (offer letter, signed contracts, ID copies) to the employee's Documents tab.
  3. 3Go to HR → Schedule. Click any time slot on the schedule grid to create a shift. Assign the shift to an employee and set start and end times.
  4. 4Click "Publish Schedule" so employees receive an email notification listing their upcoming shifts.
  5. 5Employees clock in and out using the Time Clock link (accessible on mobile and desktop). Timesheets are generated automatically from clock events.
  6. 6Review and approve timesheets weekly in the Timesheets tab. Approved time feeds directly into the Payroll Report.
  7. 7Go to Performance to create review cycles. Add goals, self-assessment questions, and manager feedback forms for each review period.
  8. 8Export the Payroll Report (Hours Worked, Regular Pay, Overtime Pay, Deductions, Net Pay) to send to your payroll provider.
Pro Tips
  • Use Department groupings to visualize your team structure in the Org Chart view.
  • Employees can submit shift swap requests directly from the Time Clock portal — managers approve or deny from the Schedule tab.
  • Linking HR to the Scheduling module lets provider availability update automatically from published shift schedules.

Field Services

Modules

The Field Services module ($24/mo) is built for contractors, plumbers, electricians, HVAC technicians, and any business that dispatches crews to client sites. It covers job management, estimates, invoicing, purchase orders, material cost tracking, and GPS crew routing.

Step-by-Step Instructions

  1. 1Go to Field Services → Jobs. Click "+ New Job". Enter the client name, service address, job type, scheduled date, and assign a crew member.
  2. 2Set job status to Scheduled, In Progress, Completed, or On Hold. Status changes send an automatic notification to the assigned crew member.
  3. 3Open any job and click "Create Estimate". Add labor line items with hours and rate, materials with costs and markup. Send the estimate to the client by email from the same screen.
  4. 4When the client approves the estimate, click "Convert to Invoice" — all line items carry over automatically.
  5. 5Go to Purchase Orders to order materials for a job. Link the PO directly to the job for accurate cost tracking.
  6. 6Log additional job expenses (fuel, subcontractor payments, permits) in the Expenses tab of each job record.
  7. 7View all jobs on the Jobs Map (top right of the Jobs list) and assign open jobs to the nearest available crew member.
  8. 8Run the Job Profitability Report to see revenue versus total cost (labor, materials, expenses) per job.
Pro Tips
  • Require crew members to upload a completion photo before marking a job as Complete — this protects against client disputes.
  • The Route Optimization button on the map view suggests the optimal drive order for crew members with multiple same-day jobs.
  • Connect Field Services to the Finance module so completed job invoices sync to your P&L automatically.

Healthcare & Clinical

Modules

The Healthcare & Clinical module ($49/mo) is a HIPAA-ready patient management system with patient profiles, SOAP clinical notes, lab result tracking, prescription management, and appointment integration. It is suitable for private practices, clinics, and telehealth providers.

Step-by-Step Instructions

  1. 1Go to Healthcare → Patients. Click "+ New Patient". Enter demographics, emergency contacts, insurance information, and relevant medical history.
  2. 2Attach the patient's signed consent form to the Documents tab. Consent records are timestamped and stored immutably.
  3. 3Schedule an appointment via the Scheduling module (if active) or directly from the patient's record using the Appointments tab.
  4. 4When the appointment begins, open the patient record and click "+ New Visit Note". Complete the SOAP note fields: Subjective (patient report), Objective (clinician findings), Assessment (diagnosis), and Plan (treatment).
  5. 5Add lab orders from within the visit note. Lab results are filed back against the same visit when they are received.
  6. 6Manage prescriptions in the Rx tab — enter medication name, dose, frequency, prescribing provider, and expiration date.
  7. 7Print or email a Visit Summary PDF to the patient directly from the visit note using the "Send Summary" button.
  8. 8Run Health Reports to see patient volume, visit frequency by provider, lab turnaround time, and appointment no-show rates.
Pro Tips
  • All patient data is encrypted at rest and in transit using AES-256 — GovcoreERP does not store unencrypted PHI.
  • Role-based access means front-desk staff can see the scheduling calendar but not clinical notes unless explicitly granted Clinical Access.
  • Use the "Flag for Follow-Up" button on any visit note to generate an automatic task reminder for the care team.

Education Management

Modules

The Education Management module ($24/mo) handles student enrollment, class scheduling, daily attendance, grade management, and parent/guardian communication. It is built for K-12 schools, tutoring centers, training programs, and educational nonprofits.

Step-by-Step Instructions

  1. 1Go to Education → Students. Click "+ Enroll Student". Enter name, date of birth, grade level, guardian contact information, and any relevant notes.
  2. 2Go to Classes. Click "+ New Class". Set the subject name, assigned teacher, room number, and schedule (days of week and times).
  3. 3Enroll students in classes by opening a class and using the Roster tab. Add students individually or import a list via CSV.
  4. 4Take attendance daily by opening the class → Attendance tab. Mark each student Present, Absent, or Tardy. Attendance history is saved permanently.
  5. 5Enter grades in the Grades tab. The GPA is calculated automatically based on your configured grading scale (set in Settings → Academics).
  6. 6Post school-wide or class-specific announcements from the Announcements tab. Parents and students receive email notifications.
  7. 7The Parent Portal allows guardians to log in and see their child's attendance record, current grades, and announcements in real time from any device.
  8. 8Export student transcripts from the student's profile as a formatted PDF, ready for transfer or college applications.
Pro Tips
  • Configure your grading scale (letter grades, GPA weighting, passing thresholds) in Settings → Academics before entering any grades.
  • Use the "Mark All Present" button on the attendance screen, then flip only the exceptions — much faster for full classrooms.
  • The calendar view shows all classes, exams, and school events on a single timeline.

Auto Dealership

Modules

The Auto Dealership module ($34/mo) is a full dealership management system with vehicle inventory, deal desk, F&I processing, financing applications, trade-in appraisals, service scheduling integration, and compliance document generation.

Step-by-Step Instructions

  1. 1Go to Dealership → Inventory. Click "+ Add Vehicle". Enter VIN (which auto-decodes make, model, year, and trim), mileage, color, asking price, and upload photos.
  2. 2Vehicles appear in a grid or list view filterable by make, model, year, price range, and status (Available, In Service, Sold, Pending).
  3. 3When a customer is interested, go to Deals → "+ New Deal". Link the vehicle, the customer profile, and the assigned salesperson.
  4. 4Enter the deal structure: sale price, trade-in value, fees, down payment, and desired monthly payment. The deal pencil recalculates automatically.
  5. 5Submit a Financing Application from the deal screen — fill in customer income, credit tier, and preferred lender. Track the approval status in the Financing tab.
  6. 6Appraise a Trade-In by creating a trade record with the vehicle's condition rating, mileage, and estimated value.
  7. 7Generate all compliance documents (retail installment contract, odometer disclosure, bill of sale, power of attorney) from the deal with one click.
  8. 8Once the deal is signed and the vehicle is delivered, mark it "Delivered". Revenue posts to your Finance module automatically.
Pro Tips
  • Always start with the VIN — the VIN decoder auto-fills make, model, year, and trim, reducing data entry errors.
  • Attach a signed compliance document checklist to each deal record before marking it Delivered.
  • Connect to the Scheduling module to book post-delivery service appointments directly from the deal record.

Trading & Finance

Modules

The Trading & Finance module ($49/mo) is a professional-grade trading platform with a trade journal, market screener, portfolio analytics, strategy management, risk controls, and picks tracking. It serves active traders, prop firms, and trading educators.

Step-by-Step Instructions

  1. 1Go to Trading → Journal. Click "+ Log Trade". Enter ticker symbol, direction (Long or Short), entry price, exit price, position size, date, and the strategy used.
  2. 2The system auto-calculates P&L in dollars, R-multiple (profit as a multiple of initial risk), and adds the trade to your cumulative equity curve chart.
  3. 3Review your Portfolio Analytics dashboard for win rate, average winner, average loser, profit factor, maximum drawdown, and Sharpe ratio.
  4. 4Open the Screener tab to filter instruments by criteria such as sector, implied volatility rank, price range, and volume. Save screener configurations for daily reuse.
  5. 5Go to Strategies to document your trading rules in plain text. Link logged trades to a specific strategy to measure per-strategy performance over time.
  6. 6Set Risk Rules in Settings → Risk Management: maximum daily loss, maximum position size as a percentage of portfolio. The system alerts you before a new trade would violate a rule.
  7. 7Use Picks & Predictions to track forecasting accuracy — log your prediction before market open with entry, target, and stop, then log the actual outcome afterward.
Pro Tips
  • Log trades the same day they occur — memory is unreliable for exact entry and exit prices even 24 hours later.
  • Review your equity curve every week. A flattening or declining curve often signals a strategy needs adjustment before the drawdown deepens.
  • R-multiple is the most important metric: if your average winner is 2R and your average loser is 1R, your system has positive expectancy regardless of win rate.

Entertainment & Media

Modules

The Entertainment & Media module ($29/mo) manages your music catalog, release planning, collaboration credits, BMI/ASCAP PRO registrations, and distribution tracking. It is built for musicians, record labels, DJ/producers, and music managers.

Step-by-Step Instructions

  1. 1Go to Entertainment → Catalog. Click "+ Add Track". Enter title, artist name(s), BPM, musical key, duration, genre, and ISRC code if already assigned.
  2. 2Upload the audio file (WAV or MP3). It is stored securely and is accessible for preview from any device.
  3. 3Go to Releases. Click "+ New Release". Set the release type (Single, EP, or Album), link the tracks from your catalog, set the release date, and upload cover artwork.
  4. 4Assign collaboration credits per track in the Collaborations tab — co-writers, producers, featured artists, mix engineers, and their contractual splits.
  5. 5Use BMI/ASCAP Registration to generate a bulk registration CSV that maps directly to your PRO's required import format. Download and upload it to your PRO portal.
  6. 6Track streaming performance by logging stream counts from DSPs (Spotify, Apple Music, Tidal, etc.) in the Distribution tab. Charts show streaming trends and growth over time.
  7. 7Use the DJ & Mixing Tools section to sort your full catalog by BPM range and key — essential for harmonic mixing and set planning.
Pro Tips
  • ISRC codes should be assigned before submitting tracks to any distributor — generate them through your distributor or PRO before uploading.
  • Document collaboration splits in the Credits tab before any project begins — this prevents ownership disputes after release.
  • Batch-import an existing catalog using the CSV import template (Download from the Catalog page → Import Template).

Hospitality & Bar

Modules

The Hospitality & Bar module ($24/mo) handles menu management, table orders, kitchen ticket printing, tab management, inventory tracking, and sales reporting for bars, restaurants, cafes, and event venues.

Step-by-Step Instructions

  1. 1Go to Hospitality → Menu. Click "+ Add Item". Enter item name, category (Food, Cocktail, Beer, Wine, Non-Alcoholic), price, and description.
  2. 2Organize items into Categories and sub-menus (Happy Hour, Brunch, Bottle Service, Specials). Toggle items active or inactive without deleting them.
  3. 3Open the POS Terminal under the Orders tab. Select a table number, add items from the menu grid by tapping, and send the ticket to the kitchen printer.
  4. 4Manage open tabs by holding orders on a table number — customers can add items throughout their visit.
  5. 5Close a tab at checkout: apply any discounts, split the bill among guests if needed, and process payment by cash or card.
  6. 6Go to Inventory to track stock levels for spirits, ingredients, beer kegs, and supplies. Set par levels to trigger automatic reorder alerts.
  7. 7Create Supplier Orders directly from the Inventory screen — pre-fill the order with all items below their par level and submit to the vendor.
  8. 8Review Daily Sales in Reports — see top-selling items, hourly volume chart, average ticket size, and total covers.
Pro Tips
  • Set par levels at 20% above your typical daily usage to absorb unexpected rushes without running dry.
  • Use category filter buttons on the POS terminal for fast item selection — bartenders should never scroll a 200-item list during a busy service.
  • Connect Hospitality to the Finance module so daily sales totals post to your P&L automatically.

Fitness & Wellness

Modules

The Fitness & Wellness module ($19/mo) manages gym memberships, workout plan assignment, group class scheduling, member check-in, and progress tracking. It is built for gyms, personal trainers, yoga studios, and wellness coaches.

Step-by-Step Instructions

  1. 1Go to Fitness → Members. Click "+ Add Member". Enter contact details, membership tier, start date, and payment method.
  2. 2Set the membership billing cycle (monthly or annual). Renewals are tracked automatically and members receive a notification email before their expiry date.
  3. 3Go to Workout Plans. Click "+ New Plan". Add exercises by day (Day 1, Day 2, etc.) with sets, reps, rest periods, and optional video demonstration links.
  4. 4Assign the plan to a member from their profile. They receive a formatted copy by email.
  5. 5Go to Classes to schedule group fitness sessions (HIIT, Yoga, Spin, Pilates). Set maximum capacity, instructor, room, and recurring schedule.
  6. 6Members check in for classes using the QR code displayed at the facility entrance or through the member self-service portal on their phone.
  7. 7Track member progress by logging body metrics (weight, body fat percentage, measurements) in the Progress tab. Charts show trends over the membership period.
  8. 8Run Member Reports to see active versus lapsed membership counts, class fill rates, and overall retention rate.
Pro Tips
  • Configure automated membership renewal reminders to send 14 days before expiry in Settings → Notifications.
  • Class capacity limits are enforced automatically — once a class is full, the booking link closes without any manual intervention.
  • Log at least one progress metric per member per month — it is the single biggest driver of member re-engagement and retention.

Real Estate & Property

Modules

The Real Estate & Property module ($24/mo) manages property listings, showing appointments, buyer/seller client profiles, offer documents, market analytics, and photo galleries. It is built for individual agents, brokerages, and property managers.

Step-by-Step Instructions

  1. 1Go to Real Estate → Listings. Click "+ New Listing". Enter address, property type, bedrooms, bathrooms, square footage, asking price, and MLS number.
  2. 2Upload listing photos (up to 50 per property). Set the cover photo and reorder the gallery by dragging.
  3. 3Set the listing status to Active, Pending, or Sold. Status changes are automatically logged with the date and time.
  4. 4Go to Clients. Add buyer or seller profiles with contact info, budget range, property criteria (for buyers), and timeline.
  5. 5Link listings to seller profiles and buyer interests to track which properties each buyer has viewed or expressed interest in.
  6. 6Schedule Showings from a listing detail page or from a client record. Automated reminders go to both the agent and the prospective buyer.
  7. 7When an offer is ready, use Document Generation to produce an offer letter or purchase agreement prefilled with the negotiated deal terms.
  8. 8View Market Analytics for any neighborhood — average days on market, recent sales comps, and price-per-square-foot trends over time.
Pro Tips
  • Use the "Buyer Criteria Match" feature to automatically surface new listings that match a saved buyer's search criteria.
  • Mark listings as "Off-Market" to keep them in the system for record-keeping without displaying them publicly.
  • Connect Real Estate to the CRM module to manage pre-listing lead nurture campaigns for homeowner prospects.

Small Business Suite

Modules

The Small Business Suite ($29/mo) is an operations toolkit for SMBs that combines business request management, an ROI calculator, industry benchmarking, vendor management, and proposal building into a single module.

Step-by-Step Instructions

  1. 1Go to Small Business → Requests. This is a unified inbox for all inbound business requests (quotes, partnerships, support inquiries). Click any request to open it and respond.
  2. 2Create a new request manually with "+ New Request". Set the type, priority level, assignee, and due date.
  3. 3Use the ROI Calculator under Tools. Enter the investment amount, expected revenue uplift percentage, and the time horizon in months. The calculator outputs break-even month, IRR, and NPV.
  4. 4Go to Industry Benchmarking. Select your industry and business size to see peer-group medians for revenue per employee, profit margin, and customer acquisition cost.
  5. 5Manage Vendors in the Vendors tab — track supplier contact info, payment terms, active contracts, and past order history.
  6. 6Build a Proposal using the Proposal Builder. Start from a template, fill in the scope of work, project timeline, pricing table, and terms. Export as a branded PDF.
  7. 7Track proposal status (Sent, Viewed, Accepted, Rejected) from the Proposals list. Viewed status updates automatically when the client opens the link.
Pro Tips
  • The ROI Calculator is useful for justifying the GovcoreERP subscription itself — model the time saved per week across your team.
  • Proposal templates can be customized with your brand colors and logo in Settings → Proposal Defaults.
  • Connect the Requests inbox to your website contact form via the Zapier integration under Developer Tools.

Marketing & Social

Modules

The Marketing & Social module ($29/mo) automates your social media presence, manages campaigns, captures leads, runs email campaigns, and tracks growth analytics — all from one dashboard. It connects to Facebook, Instagram, Twitter/X, LinkedIn, and TikTok.

Step-by-Step Instructions

  1. 1Go to Marketing → Social. Connect your social accounts (Facebook, Instagram, Twitter/X, LinkedIn, TikTok) via the OAuth integrations in Settings → Social Connections.
  2. 2Click "+ New Post". Write your content, upload media (images or video), and set the scheduled publish time independently for each connected platform.
  3. 3View the Content Calendar to see all scheduled posts on a monthly grid. Drag any post to a different date to reschedule it.
  4. 4Go to Campaigns. Click "+ New Campaign". Set the campaign goal (Awareness, Lead Generation, or Sales Conversion), channels, budget allocation, and date range.
  5. 5Build Lead Capture forms in the Forms tab. Embed the form on your website using the generated embed code, or share the hosted link directly. New leads flow into CRM automatically.
  6. 6Create Email Campaigns by clicking "+ New Email". Use the drag-and-drop email editor to design the email, select a recipient list, and schedule or send immediately.
  7. 7Review Growth Analytics for follower counts by platform, post reach, engagement rate, click-through rate, and total leads generated per channel.
Pro Tips
  • Batch-schedule a full week of social posts on Monday morning to maintain consistent publishing without daily manual effort.
  • The UTM link builder (inside each campaign) automatically tags your links for accurate attribution in the Analytics module.
  • Connect Marketing leads directly to the CRM module so the sales team sees inbound leads appear in the pipeline in real time.

Analytics & Reporting

Modules

The Analytics & Reporting module ($14/mo) is a cross-module data aggregator that pulls metrics from all your active modules into unified dashboards, custom charts, and exportable reports. It transforms raw operational data into actionable business intelligence.

Step-by-Step Instructions

  1. 1Go to Analytics → Dashboards. Click "+ New Dashboard". Give it a name and start adding widgets.
  2. 2Each widget is powered by a data source from your active modules — CRM pipeline totals, POS daily revenue, HR headcount, Finance expenses, and more.
  3. 3Choose a widget type for each data source: number card, bar chart, line chart, pie chart, or data table.
  4. 4Arrange widgets on the grid by dragging and resizing. Dashboards auto-save after every change.
  5. 5Go to Reports → Cross-Module. Select two or more modules and the specific metrics you want to compare side by side, then generate the report.
  6. 6Use Goal Tracking to set KPIs such as monthly revenue target or new leads per week. Goal progress widgets appear at the top of your chosen dashboard.
  7. 7Export any chart or table using the Export button — CSV for raw data manipulation, PDF for presentation-ready printed reports.
Pro Tips
  • Build a CEO Dashboard (Revenue, Active Leads, Headcount, NPS) as a daily 30-second business health check.
  • Schedule reports to be emailed weekly or monthly to stakeholders from the report's Settings → Schedule panel.
  • The more active modules you have, the more powerful Analytics becomes — it is worth adding even if reporting is not currently a priority.

Developer Tools

Modules

The Developer Tools module ($14/mo) provides API key management, webhook configuration, a browser-based terminal, system performance monitoring, and full audit logs for developers and IT administrators.

Step-by-Step Instructions

  1. 1Go to Developer → API Keys. Click "+ Create Key". Name the key (e.g., 'Zapier Integration' or 'Mobile App'), set the permission scope (Read-Only, Write, Full Access), and click Generate.
  2. 2Copy the API key immediately after creation — it is shown only once. Store it in your secrets manager or environment variables.
  3. 3Use the API Keys list to revoke or rotate any key at any time. Revoked keys stop working immediately.
  4. 4Go to Webhooks. Click "+ New Webhook". Enter the destination URL and select the events to send (New Lead Created, Invoice Paid, Appointment Booked, Job Completed, etc.).
  5. 5Test any webhook by clicking "Send Test Payload" on the webhook row. Check the Delivery Log to confirm the payload was received and the response code was 200.
  6. 6Open Remote Terminal to access a browser-based shell on your platform server — useful for running database migrations, viewing logs, or quick administrative commands.
  7. 7Go to System Monitor to view real-time CPU, memory, and disk usage for your platform instance.
  8. 8Review Audit Logs (full activity log) from the Logs tab — searchable by user, action type, and date range. Required for SOC 2 and other compliance frameworks.
Pro Tips
  • Scope API keys to minimum required permissions — use a read-only key for analytics tools and a full-access key only for your own trusted backend.
  • Webhook delivery retries automatically 3 times on failure with exponential backoff (1 min, 5 min, 15 min).
  • Audit logs are retained for 90 days by default. Upgrade to retain indefinitely under Settings → Data Retention.

Billing & Subscription

Account

GovcoreERP uses a modular, pay-for-what-you-use billing model. You are charged per active module per month (or per year at a 20% discount). There is no per-seat fee — you can add unlimited team members at no additional cost.

Step-by-Step Instructions

  1. 1Go to Settings → Billing to see your subscription summary: active modules, individual module prices, billing cycle (Monthly or Annual), next payment date, and the running total.
  2. 2To add a module, click "+ Add Module", select the module from the marketplace view, and confirm. The charge is prorated to your current billing period's end date.
  3. 3To remove a module, click "Remove" on that module card in the Billing summary. The module remains active and accessible until the end of the current billing period, then it deactivates.
  4. 4Switch from Monthly to Annual billing under Billing → Billing Cycle. You are charged the discounted annual rate immediately and any remaining monthly balance is credited.
  5. 5Download any past invoice as a PDF from the Billing → Invoice History table.
  6. 6Update your payment method (credit/debit card or ACH bank account) under Billing → Payment Method. Changes take effect on the next billing cycle.
  7. 7If a payment fails, GovcoreERP retries 3 times over 7 days. Modules are suspended (not deleted) after the final failed retry. They reactivate immediately upon a successful payment.
  8. 8To cancel your account, go to Settings → Danger Zone → Cancel Account. All data is retained for 30 days post-cancellation to allow for export.
Pro Tips
  • Annual billing at 20% off pays for itself after Month 2.5 — switch as soon as you confirm GovcoreERP is a good fit for your business.
  • Module data is never deleted when you remove a module — reactivating the module restores all historical data immediately.
  • Billing questions can be directed to billing@govcoresolutions.net — response time is under 4 business hours.