ERP Overview
The Otesse ERP is the central command center for your business. Everything you need to manage customers, bookings, staff, invoices, and operations lives here.
Logging In
- Go to app.otesse.com.
- Enter your admin email and password.
- If two-factor authentication is enabled, enter the code from your authenticator app.
- You land on the dashboard.
If you forget your password, click Forgot Password on the login page. A reset link is sent to your email.
The Dashboard
The dashboard is your home base. It gives you a high-level view of what is happening in your business right now:
- Today's bookings — Services scheduled for today with statuses (confirmed, in progress, completed).
- Revenue snapshot — Earnings for today, this week, and this month.
- Pending actions — Items that need your attention: unconfirmed bookings, unpaid invoices, new customer signups.
- Recent activity — A timeline of recent events across the platform.
Navigation
The left sidebar is your main navigation. It is organized into modules:
| Module | What It Does |
|---|---|
| Dashboard | Overview and quick stats |
| Bookings | All service appointments — upcoming, in progress, completed, cancelled |
| Customers | Customer profiles, contact info, booking history, and communication |
| Staff | Employee profiles, schedules, assignments, and performance |
| Invoices | Invoice management — create, send, track payments |
| Payments | Payment processing, refunds, and transaction history |
| Subscriptions | Recurring service plans and billing cycles |
| Zones | Geographic service areas with pricing and scheduling rules |
| Industries | Service types and their configurations (cleaning, junk removal, etc.) |
| Pandora | The labor marketplace — post jobs, manage external workers |
| Calendar | Visual schedule for all bookings and staff assignments |
| Reports | Revenue, performance, and operational reports |
| Marketing | Campaigns, promotions, and customer outreach |
| Contractors | Independent contractor profiles and management |
| Communications | Messages, notifications, and email/SMS history |
| Integrations | Connected services (Stripe, Postmark, Mapbox, etc.) |
| Settings | Company settings, roles, permissions, and system configuration |
You can collapse the sidebar to icons only by clicking the toggle at the top. On mobile, the sidebar becomes a bottom navigation bar.
Modules in Detail
Each module opens into its own view with a consistent layout:
- List view — A searchable, filterable table of records.
- Detail view — Click any record to see its full details.
- Create/Edit — Forms for adding new records or modifying existing ones.
- Tabs — Many modules have sub-sections organized as tabs (for example, a customer record has tabs for profile, bookings, invoices, and communications).
Account Settings
Click your profile avatar in the top-right corner to access your account settings:
- Profile — Update your name, email, and photo.
- Security — Change password, enable 2FA, manage sessions.
- Notifications — Control what alerts you receive and how.
- Appearance — Light/dark mode preferences.
Quick Tips
- Use the search bar at the top to find anything quickly. It searches across customers, bookings, invoices, and staff.
- Keyboard shortcuts are available for power users. Press ? to see the full list.
- Right-click context menus are available on most list items for quick actions (edit, delete, duplicate, etc.).
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