Category: Core Features

Consultancy - Getting Started

Getting Started with Consultancy

Time to read: 3 minutes What you'll learn: How to set up and start using the Consultancy addon

TL;DR

The Consultancy addon helps you manage your consultancy business end-to-end: clients, services, documents, payments, and inquiries—all in one place.

What is Consultancy?

Consultancy is a complete management solution for consultancy businesses. It helps you:

  • Manage Clients — Store client profiles with unique application IDs
  • Configure Services — Set up your service offerings with pricing and required documents
  • Track Documents — Process and store client documents securely
  • Handle Payments — Generate receipts and track payment status
  • Capture Inquiries — Convert leads into clients with inquiry management

How to Access Consultancy

  1. Log in to your Custojo dashboard
  2. In the sidebar, look for Consultancy section
  3. You'll see these options:
    • Customers
    • Services
    • Documents
    • Receipts
    • Inquiries
    • Tracking

First Steps

Step 1: Set Up Your Services

Before adding clients, define the services you offer:

  1. Go to Consultancy → Services
  2. Click + Create
  3. Enter service name, description, and pricing
  4. Define required documents for this service
  5. Save

Step 2: Add Your First Customer

  1. Go to Consultancy → Customers
  2. Click + Create
  3. Fill in customer details (name, contact, etc.)
  4. Select the service they're applying for
  5. Upload required documents
  6. Save — A unique Application ID is generated

Step 3: Track Progress

  1. Use Tracking to monitor application status
  2. View Receipts for payment history
  3. Check Inquiries for new leads

Key Features at a Glance

Feature What It Does
Customers Manage client profiles and applications
Services Configure your service offerings
Documents Store and process client documents
Receipts Track payments and generate receipts
Inquiries Capture and manage leads
Tracking Monitor application progress

Next Steps

Need Help?

If you have questions, check our FAQ or contact support.