1
Set up your business
Add your business name, logo, products, first customers, and first monthly or yearly card.
- Profile and products
- Customer import
- Card setup
Simple to start. Powerful as you grow.
From signup to first delivery in one afternoon.
Monthly Cards gives busy vendors a clear path from setup to daily operations to growth, on the plan that fits.
Your delivery day, in four steps
From morning routes to the evening report
-
Morning check routes
-
During delivery scan QR
-
Collection UPI
-
Evening daily report
2
Run daily operations
Plan routes, assign drivers, record deliveries, collect UPI or cash payments, and message customers.
- Routes and drivers
- Delivery records
- WhatsApp and SMS
3
Review, renew, and grow
Use dashboards and reports to renew expiring cards, issue invoices, and plan the next month.
- Daily reports
- Date-range insights
- Invoices and statements
Day in the life
A daily workflow for water delivery
| Time | Activity | Feature area |
|---|---|---|
| Morning | Check dashboard, routes, and orders | Reports and routes |
| During delivery | Scan QR, record delivery | Customers |
| Collection | Record UPI or cash payment | Payments |
| Afternoon | Add subscriber, send WhatsApp reminder | Cards and communication |
| Evening | Review daily report and driver handover | Reports |
| Month-end | Review renewals and choose Monthly or Yearly if you outgrow Free Plan | Pricing |
Already have customers on paper or Excel?
Start with Free Plan for up to 20 customers, or choose Monthly or Yearly when you need up to 1,000 customers and 10 drivers.
Setup FAQ
Getting started questions
How quickly can I start using Monthly Cards?
Most vendors can start by adding a business profile, products, first customers, and monthly cards in the first setup session.
Can I start with a small customer list?
Yes. The Free Plan supports up to 20 customers, so you can test the workflow before moving to Monthly or Yearly.