Today
Everything that needs a person today, and nothing that doesn't.
My day
Time in when you start and time out when you finish. One record per day.
My location
Company devices share their location while the portal is open, so field work can be planned around where people actually are. It starts on its own when you sign in. Your browser will ask you once on this device — it has to, and nothing can answer that for you. Nothing is taken while the portal is shut.
Waiting on you
Team
One record per person. Everything else in the portal points back to this.
Documents & expiry
Sorted by urgency, not by name. Nothing here should ever be a surprise.
Why this matters most. A lapsed visa or labour card is a fine and a stopped employee, and it is always discovered late. Everything with a date carries a countdown.
Attendance
A day, a week or a month, measured against each person's schedule. Only scheduled days count: someone with no schedule on a day is never marked absent.
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Super admins click any day to change it, or use Assign schedule for many people and dates at once. A striped column is a public holiday.
Leave
Balances follow UAE labour law, so the sums are not a house rule anyone can argue with.
Built in: 30 calendar days annual after one year (2 days a month from six months) · sick leave 15 days full pay, then 30 half, then 30 unpaid · leave counts CALENDAR days.
Training
What people are expected to learn, and how far they have got.
Who owes what
Overdue and lapsed are shown separately — a course completed two years ago whose renewal has passed is not done.
Courses
Required courses everyone must hold, and optional ones they may take.
Calendar
Leave, meetings and holidays in one place — so you can see who is around before you plan anything.
Coming up
CRM
The sales pipeline. Add a lead by hand, or upload a spreadsheet and it works out the columns for you. Both end up in the same place.
Add a lead
One at a time, for a call that just came in. Only the company is required — anything you leave blank stays as it is, and typing in a company already on the pipeline updates it rather than making a second copy.
Upload leads
CSV or Excel. It reads your column names — "Business Name", "E-mail Address", "Mobile Number" all work — and shows you what it found before importing anything.
Pipeline
Click a company name for the full profile, what they have been invoiced, and the history.
Daily tasks
What has to happen today, beside the calls. Anything not done by its day stays at the top as overdue — it does not quietly move to tomorrow.
Add something
The list
The team’s day
What is open on everybody’s list. Pick a name to put something on it.
Call list
Who is ringing which leads today. Logging a call writes straight into that client's profile in the CRM — there is no second place to update.
1 no answer · 2 call back · 3 wrong number · 4 spoke to them · S skip · ← → move between leads · Esc back to the list
| Company | Phone | Stage | Value | Last contact | Attention | Today |
|---|
Take leads to call
Fresh leads are ones nobody in the CRM has ever touched — never spoken to and never on anybody's list. Follow-ups are people already spoken to who are due a call back. A lead with no phone number is never given out, and the same lead never goes to two people on the same day.
Set the day's calls for the team
Only a super admin can put work on somebody else's list. Pick who, how many, and which leads — giving one person a single industry for the day works far better than a scattering of everything.
The rest of the team
Call report
Two different things, kept apart: how much of the list was worked through, and how many of those calls were actually answered. One is effort, the other is whether the list is any good.
KPIs
Target against actual, month by month.
Where the team stands
Every person against every measure. Grey is nobody tracking it; blue is a figure with no target to judge it against — neither one is doing badly. Revenue comes from the Sales tab, so it fills in on its own once a sale is credited to someone.
How each person is doing
Share of their own measures that are on target. The figure on the right is how many of how many.
Getting better
Measured across the whole period, not the last two months.
Slipping
Worth a conversation before it becomes a number on a report.
Progress by person
One chart per measure, a line per person, with the target as a dashed red rule. Shape matters more than the exact value. Each person's own measures follow underneath.
This month, and recording figures
Latest figure per person per measure. Click any cell to record a figure. A blank means nothing has been recorded — not that they scored zero. Measures marked auto come straight from the Sales tab and cannot be typed here — change the sale instead, and credit it to whoever sold it.
Sales
What has actually been invoiced. The forecast tab is for months that have not happened yet.
Sales, month by month
What was actually invoiced, against what the month was aiming for. Solid bars are real money; the line is the target.
What the money is made of
A month carried by retainers repeats itself. A month carried by one-off fees starts again from nothing.
Who it comes from
Worth knowing before the biggest client leaves, not after.
Sales forecast
What the months ahead look like if the pipeline behaves. Invoiced money is under Sales — these are estimates, and should never be quoted as takings.
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What are these leads worth?
The forecast is each lead's value weighted by the odds of its stage, so a lead with no value counts for nothing. Fill these in and every figure on this tab starts working. Nothing is guessed for you — a forecast built on invented numbers looks like information and is not.
Where the pipeline value sits
Weighted by the chance of closing — the biggest slice is the stage worth working.
Next three months
The solid part is already signed. The lighter part is pipeline, and may not arrive.
Leads in, deals won
If the top line rises and the bottom stays flat, the pipeline is filling but not closing.
The figures behind it
Recurring revenue from signed clients, plus the weighted pipeline spread evenly.
How it has been converting
Measured only on leads that were actually decided — counting still-open ones would make the rate fall every time someone adds a lead.
The pipeline behind it
Raw value beside weighted, so a probability is never mistaken for a fact. The odds are conventional starting points — they are wrong for every specific business, and yours should be tuned once you have enough closed deals to know.
Pricing calculator
Pick a level for each product and the quote draws itself. Tap a combination to start from one.
Help me choose — tick what they need
What is included at these levels
Read straight off the price list, so nobody promises a feature from the tier above.
Agent locations
Where the field team is, from the position each device reports. Only this account can open this page — the same single account that manages the clock-in networks.
Last known position
A day's movements
Every position one person reported on one day, earliest first. Gaps are real: the portal was shut, the device was asleep, or sharing was switched off.
Client visit
Every visit on one register: what the client raised, which agent is carrying it, and when the contract is meant to be signed. The meeting date and the signing date are kept apart on purpose — the distance between them is what a pipeline is made of.
Visit register
Newest meeting first. Every entry records the agent handling the account and the person who wrote it down, so a visit still means something months later.
Proforma log
Every proforma this portal has issued, newest first. Numbers are allocated on save, so two people quoting at the same moment can never be given the same one.
Accounting
The company's own books — invoices raised, money in, what was spent, the petty cash float, payroll and the VAT position. Figures are net with VAT beside them, never worked backwards out of a gross number.
What is owed to us
By how late it is, right now — not by when it was raised.
Where the money went
The number is allocated on submit. It is not in the books until it is approved. Void rather than delete — a missing number is a hole nobody can explain.
Invoice historyevery submit, approval, decline, reopen or void — who and when
TRN: —
Voucher
| Voucher type | |||
|---|---|---|---|
| Date | Reference | ||
| Charged to | Paid to | ||
|---|---|---|---|
| Description | |||
| Amount before VAT | AED | VAT % | |
| Approval | Name & Signature | Date |
|---|---|---|
| Department Head / Manager | ||
| Final Approval |
No cash moves on a voucher nobody has authorised. The second and third stage each choose who reviews it. Final approval takes two signatories. Leave a row blank to sign it on paper instead.
Receipts
To file
Vouchers
Voucher history
Every voucher submitted, approved, declined, reopened or deleted — who did it and when. A deleted voucher stays here; that is the entry the log exists for.
Payslip signatories
Who signs the payslips, in the same chain as the budget request. Type them once (saved on this computer) and they print in the approval box on every payslip.
Shifts
The shifts the roster can use. A working shift has a start, an end and a break; "Off" is a shift too, so a rostered day off never reads as absent. Lateness counts after the grace below; time past the shift counts as overtime after the threshold.
Salaries
Enter each person's monthly pay once. The payroll uses these figures every month until you change them.
When to pay
Set the pay day once. Switch on automatic payroll and the portal prepares the payroll every month by itself; you only check it and pay.
Pay everyone on the of every month, for .
Prepare the payroll days before pay day, so it can be checked.
More options
This month's payroll
What everyone will be paid this month. Add a one-off (overtime, a bonus, a deduction) if there is one, then prepare the payroll. Once prepared, it appears under Past payrolls below to approve, print and pay.
A one-off for only. Overtime is entered as hours and priced on the basic hourly rate.
Prepare a different month
Past payrolls
Approve a payroll to put it in the books, then mark it paid once the bank transfer has gone. Payslips are one page per person; the summary sheet is for the accountant; the bank file is for WPS.
How the UAE rules are applied
| Rule | What the portal does | Law |
|---|---|---|
| A day's pay | The month's pay divided by 30. Used for unpaid days, sick pay, leave pay and end-of-service. | Cabinet Res. 1/2022 |
| Pay day | Wages are due within 15 days of the end of the month they cover. The payroll is prepared before pay day so it can be checked. | Art. 22 |
| Overtime | Basic hourly rate (basic ÷ 30 ÷ hours a day) plus 25%; plus 50% at night (10 pm–4 am) or on the rest day. Enter the hours as a one-off. | Art. 19 |
| Annual leave | 30 days a year after one year of service; two days a month between six months and a year. Unused days are paid on the basic wage when someone leaves. | Art. 29 |
| Sick leave | In each year of service: 15 days full pay, then 30 days half pay, then 45 days unpaid. Taken from approved sick leave in the Leave tab. | Art. 31 |
| Unpaid leave | Each approved unpaid day is taken off (one thirtieth of the month). | — |
| End-of-service | 21 days of basic for each of the first five years, 30 days a year after that; at most two years' basic; due after one year of service. The books save it up every month. | Art. 51 |
| Deductions | Loans, advances and fines together may not take more than half the wage. The portal flags it, it does not block it. | Art. 25 |
| Pension | UAE nationals only: the employee and employer percentages under the person's More details. Expatriates have no pension or income tax. | GPSSA |
| The books | When a payroll is approved: salaries as a cost, employer pension and end-of-service as their own costs; net pay, pension, the end-of-service provision and deductions held back as amounts owed. | — |
Advanced: type a payroll by hand
TRN: —
Payroll Sheet
| Month | Note |
|---|
History of changes
Every payroll submitted, approved, declined, reopened, paid or deleted — who did it and when. A deleted payroll stays here.
TRN: —
Journal Voucher
| Date | Reference | ||
|---|---|---|---|
| Being | |||
Journals posted
TRN: —
Expense Report
| Claimed by | Department | ||
|---|---|---|---|
| Date | Covers |
| Exchange rate used | |||
|---|---|---|---|
| Approval | Name & Signature | Date |
|---|---|---|
| Department Head / Manager | ||
| Finance Approval | ||
| Final Approval |
A claim does not go to HR & Legal — that stage is for visas and contracts. Signatures are recorded in the log after submitting.
Blank forms
The paper versions, empty, for when one has to be filled in by hand or signed away from a screen.
Current period
Drop receipts here and they become lines on the open report. Record the replenishment when it comes in: that closes the period, issues the report, and opens the next one.
| Replenishment received | AED | On | |
|---|---|---|---|
| From | Reference | ||
| Cash on hand at close | — computed: brought forward + replenishments − this period's lines | Note |
Petty cash expense reports
One report per custodian per period. Open a draft, add lines by typing or by dropping receipts on it, approve each line, count the float, issue. Print carries the attachments.
Replenishments
Every replenishment of the float goes in here; each report picks up the ones dated in its period.
| Record a replenishment | Amount | AED | |
|---|---|---|---|
| Money comes from | Reference | ||
| What it is | |||
Pick a statement and a period.
Add an account
Four digits. 1xxx assets, 2xxx liabilities, 3xxx equity, 4xxx income, 5xxx cost of sales, 6xxx overheads.
The chart
The return
Accounts
Who can sign in, and how much they can reach. Access is enforced on the server for every request — hiding a tab is not the same as locking a door, and this portal does both.
What each level can reach
Create an account
This adds them to the Team as well as giving them a login — that is what lets calls be put on their name, lets them clock in, and lets a lead be assigned to them. If they are already on the Team tab, pick them from the list instead and the two are joined up.
Everyone who can sign in
Changing a level takes effect on that person's next request, not when their session expires — the server re-reads the account on every call.
Contracts
Service agreements made from the standard template. Enter the client's details, check the fees and the payment schedule, issue it, print it, and mark it signed. The wording is the signed original, word for word.
Tick the products and pick the tier: the list fees fill in from the price list (annual = twelve months of the monthly fee). The price is then worked out exactly as the Pricing calculator does it — one setup fee (the highest), the other setups and any waiver shown as discounts, and the service-fee discount below. Edit any figure afterwards.
Company files
The company's documents, filed by department: licences and legal papers, HR policies and employee files, finance records, sales and marketing material, and client contracts. Each folder shows who can open it.
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Activity log
Every change made in the portal, who made it and when: submissions, approvals, edits, deletions and sign-ins. Download it as a file for the records.
Templates
Every Resonate document template in one place: legal, finance, sales, HR, company letters, presentations and logos. Download a copy, fill in the highlighted fields, and save it under the client or employee's name.
For a finished, numbered document use the tabs that make them: Contracts (service agreements), Proforma log (proforma invoices) and Accounting (invoices, vouchers, petty cash). These templates are the blank versions for anything done outside the portal.
Company & compliance
The company's own dates, kept beside everyone else's.