Sales, Billing & Service Operations
Run sales, billing, AMCs and service — without switching between five tools.
Vista360 is the operations platform for B2B companies that sell, bill and support products — CCTV, IT hardware, fire & safety, EPABX, elevators, and more. Quotations, sales orders, GST-compliant invoicing, AMC contracts, payment collection, ledgers and service tickets all live in one place, with WhatsApp/email reminders and payment reconciliation running on autopilot.
One system for quotation to cash — not Excel for AMCs, Tally for GST, and WhatsApp for the rest.
Sound familiar?
Quotations in Word, billing in Tally, AMCs in Excel
Sales, GST invoicing, AMC renewals and service tickets each live in a different tool — so nobody has one view of a client, and numbers don't agree between them.
Renewals tracked in Excel
Contracts quietly lapse because no one was watching the renewal date — until the client calls asking why service stopped.
"Which serial number is this again?"
Hardware gets swapped, moved between sites, or returned — and nobody can trace which client or contract it currently sits under.
Channel partner margins are a black box
You bill the channel partner one rate, they bill the end client another — and reconciling the difference takes hours every month.
Collections chase you, not the other way around
Outstanding invoices, partial payments and follow-ups live in someone's memory instead of a ledger anyone can check.
"Has the client actually paid?"
A payment lands in the bank and someone has to manually match it to the right invoice — or it sits unreconciled for weeks.
Quotations only get raised back at the office
Your engineer is standing at the client's site, but the quotation or invoice has to wait until they're back at a desk.
Everything a sales, billing & service business needs
One platform, from quotation to renewal to receipt
Quotations & Sales Orders
Quote a client, convert to a sales order, and track installation — for one-time sales and AMC-linked sales alike, not just renewals.
AMC Contract Management
Create contracts tied to a sold product at a specific client location, with automatic due-date computation and a full rate-revision history.
Renewal Workbench & Reminders
See every contract due this week, this month, or overdue — and trigger automated email and WhatsApp reminders before clients ever ask.
Hardware & Serial Tracking
Every serial number is a first-class record. Trace any unit to its current client, location, install date, contract and service history instantly.
Channel Partner Management
Maintain separate company-to-partner and partner-to-end-client pricing, so margins are visible instead of guessed.
GST-Compliant Billing & Invoicing
Generate proforma and tax invoices with automatic CGST/SGST/IGST split based on place of supply, multi-location billing, and split bill-to rules for channel partners vs end clients.
GST Sales Register & HSN Summary
Download a ready-to-file GST Sales Register for any date range — CGST/SGST/IGST split per invoice, plus an HSN-wise summary sheet. Built so your CA spends less time reconciling and more time filing.
Payment Links & Auto-Reconciliation
Attach a Razorpay payment link to any invoice or reminder. The moment a client pays, Vista360 records the receipt, allocates it to the invoice, and updates the ledger — automatically, no data entry.
WhatsApp & Email, Built In
Quotations, invoices, payment links and renewal reminders all go out on WhatsApp Business or email — on a schedule, or with one click.
Ledger & Collections
A running statement per client and per channel partner — invoices, receipts, allocations and ageing, always reconciled.
Service Tickets & Visits
Log tickets, engineer visits and who-met-whom interactions, all linked back to the hardware and contract involved.
Mobile App for Field Sales
Engineers and sales staff create quotations, proforma invoices and tax invoices right from their phone, on-site. Installs straight from the browser — no app store needed.
Client Self-Service Portal
Give clients their own login to view active contracts, invoices and service status — without a phone call.
At a glance
One screen for the office, one app for the field.
Your team runs billing, GST, AMCs and collections from a desktop dashboard. Your engineers raise quotations and invoices from their phone, on-site. Same data, same ledger, no syncing required.
How it works
Up and running in four steps
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1
Set up clients, locations & products
Bring in your clients, sites, products and price lists — including channel partner mappings if you sell through dealers.
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2
Quote, sell & contract
Raise a quotation, convert it to a sales order, and optionally generate an AMC contract linked to the sold item and serial number. Renewal dates compute automatically.
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3
Automate renewals, billing & collection
Vista360 watches due dates, sends WhatsApp/email reminders, generates renewal invoices with a payment link attached, and reconciles the payment when it lands.
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4
Track everything, from anywhere
One dashboard for renewals, receivables, service tickets and partner margins — and a mobile app so your field team can bill on the spot.
Pricing
Plans that grow with your client base
Every plan includes the core sales, GST billing, AMC and renewal engine. Talk to us for a quote sized to your number of clients and contracts.
Starter
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- Up to 200 active AMC contracts
- Client & hardware asset tracking
- Email renewal reminders
- Invoicing, ledger & payment links
Most popular
Growth
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- Up to 2,000 active AMC contracts
- WhatsApp + email reminders
- Channel partner module & margin tracking
- Service tickets & engineer visits
- Razorpay payment links & auto-reconciliation
- Mobile app for field quotations & invoicing
Enterprise
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- Unlimited contracts & locations
- Everything in Growth
- Client self-service portal
- Dedicated tenant & onboarding support
- Priority support
FAQ
Questions teams usually ask
We already collect payments by bank transfer/UPI — do we have to switch to Razorpay?
No. Payment links are an optional add-on for clients who'd rather pay online. You can keep recording bank transfer and cash receipts manually, exactly as today — Vista360 reconciles whichever method you use.
Can our channel partners or clients see each other's data?
No. Each client and channel partner only sees their own contracts, invoices and ledger. Company-to-partner pricing and partner-to-end-client pricing are stored and shown separately by design.
Does the mobile app need to be downloaded from an app store?
No. It runs in the phone's browser and can be "installed" to the home screen directly from there — no Play Store/App Store listing or update process to manage.
What happens to our existing Excel records?
We help you import clients, products, hardware serial numbers and active contracts during onboarding so renewal tracking starts from day one, not from zero.
Can we customize invoice numbering and tax rules?
Yes — tax profiles, invoice numbering and proforma/tax invoice splits are configurable per company during setup.
Do invoices handle GST correctly, and can we file GSTR from Vista360?
Invoices are GST-compliant — CGST/SGST/IGST split automatically based on place of supply, with GSTIN and HSN/SAC codes captured on every bill. You can export a GST Sales Register with an HSN-wise summary for any period, ready to hand to your CA or import into your filing tool. Direct upload to the GST portal isn't built yet; ask us if that's a priority for your onboarding.
Do we have to use the AMC module if we just want billing and sales orders?
No. Quotations, sales orders and GST invoicing work as a standalone sales/billing flow — AMC contracts are an optional add-on per sale, not a requirement.
Get started
See Vista360 on your own data.
Tell us a bit about your business and we'll set up a walkthrough — no commitment, no spreadsheet migration headaches.